Trivant Custom Portfolio Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Trivant Custom Portfolio Group, LLC reported 194 stock positions worth $171.3 million. Its top holding was Apple (AAPL) at 10.1% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Microsoft (MSFT, 5.0%). Compared with Q3 2024, it opened 32 new positions, sold out of 12, added to 32 and reduced 49. The biggest buy was MercadoLibre (MELI, shares +776%) and the biggest sale an exit from Rockwell Automation (ROK).

Most Recent 13F
Q2 2026
Location
SAN DIEGO, CA
CIK
0001977992
Portfolio Value
$171.3M (Q4 2024)
SEC Filing
0001977992-25-000001 ↗ filed Jan 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.1M Q1 2024 Q2 2024: $162.8M Q2 2024 Q3 2024: $173.3M Q3 2024 Q4 2024: $171.3M $171.3M Q4 2024 Q1 2025: $173.9M Q1 2025 Q2 2025: $181.4M Q2 2025 Q3 2025: $194.6M Q3 2025 Q4 2025: $173.6M Q4 2025 Q1 2026: $182.4M Q1 2026 Q2 2026: $187.8M Q2 2026

Holdings 194 stocks · $171.3M
AAPL Apple Inc. 10.11% 69,154 $17.3M Reduce -1.1%
NVDA Nvidia Corp. 5.79% 73,843 $9.9M Reduce -1.9%
MSFT Microsoft Corp. 5.01% 20,344 $8.6M Add +0.0%
USIG iShares Broad Usd Investment 4.78% 162,723 $8.2M Add +1.6%
AMZN Amazon.com Inc. 3.51% 27,388 $6.0M Reduce -0.3%
GOOGL Alphabet Inc. Class A 3.43% 31,056 $5.9M Reduce -1.6%
STIP iShares 0-5 Year Tips Bond E 3.15% 53,593 $5.4M Add +2.7%
MBSD NT Disc Dur MBS ETF 3.12% 263,814 $5.3M Reduce -7.3%
COST Costco Wholesale Corp. 2.86% 5,351 $4.9M Reduce -1.0%
WMT Walmart Inc. 2.78% 52,643 $4.8M Reduce -1.2%
BKNG Booking Holdings Inc. 2.50% 863 $4.3M Reduce -1.7%
DE Deere & Co. 2.43% 9,828 $4.2M Reduce -1.0%
META Meta Platforms Inc. Class A 2.30% 6,721 $3.9M Reduce -2.3%
JPM JPMorgan Chase & Co. 2.27% 16,199 $3.9M Reduce -1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.25% 87,885 $3.9M Reduce -1.3%
LOW Lowe's Cos Inc. 1.99% 13,793 $3.4M Reduce -0.5%
SYK Stryker Corp. 1.98% 9,439 $3.4M Reduce -0.7%
NOC Northrop Grumman Corp. 1.96% 7,152 $3.4M Reduce -6.3%
GE General Electric filed as GE AEROSPACE 1.92% 19,763 $3.3M Reduce -3.9%
V Visa Inc. Class A 1.79% 9,728 $3.1M Reduce -1.3%
AMD Advanced Micro Devices 1.79% 25,319 $3.1M Add +2.7%
AME Ametek Inc. 1.72% 16,353 $2.9M Reduce -2.5%
MRK Merck & Co. Inc. 1.71% 29,373 $2.9M Reduce -4.9%
CVX Chevron Corp. 1.37% 16,239 $2.4M Reduce -1.0%
ELV Elevance Health Inc. 1.34% 6,237 $2.3M Reduce -1.3%
NXPI NXP Semiconductors NV 1.34% 11,012 $2.3M Reduce -3.8%
TMO Thermo Fisher Scientific Inc. 1.28% 4,207 $2.2M Reduce -4.3%
LNG Cheniere Energy Inc. 1.20% 9,533 $2.0M Add +0.2%
CRM Salesforce Inc. 1.17% 5,981 $2.0M Reduce -1.7%
MSCI MSCI Inc. 1.16% 3,325 $2.0M Add +0.6%
ABT Abbott Laboratories 0.97% 14,758 $1.7M Reduce -0.1%
ULTA Ulta Beauty Inc. 0.95% 3,724 $1.6M Reduce -7.1%
PHM Pultegroup Inc. 0.91% 14,274 $1.6M Reduce -6.8%
AZO AutoZone Inc. 0.91% 485 $1.6M Add +1.0%
SRE Sempra 0.83% 16,282 $1.4M Reduce -3.3%
OTIS Otis Worldwide Corp. 0.82% 15,230 $1.4M Add +1.6%
WSM Williams-Sonoma Inc. 0.80% 7,367 $1.4M Add +52.8%
KIM Kimco Realty Corp. 0.63% 46,292 $1.1M Add +6.4%
QQQ Invesco QQQ Trust Series 1 0.63% 2,121 $1.1M No change
FISV Fiserv Inc. 0.61% 5,070 $1.0M Add +2.1%
ZTS Zoetis Inc. 0.60% 6,267 $1.0M Reduce -9.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 1,705 $999K Reduce -0.5%
UBS UBS Group AG-Reg 0.57% 32,061 $972K Reduce -2.6%
EVR Evercore Inc. Class A 0.56% 3,433 $952K Reduce -0.8%
LLY Eli Lilly & Co. 0.55% 1,227 $947K Reduce -1.2%
SHW The Sherwin-Williams Co. 0.54% 2,699 $917K Reduce -37.0%
STZ Constellation Brands Inc. Class A 0.53% 4,085 $903K Reduce -1.2%
AVGO Broadcom Inc. 0.48% 3,520 $816K Add +2.9%
VOO Vanguard S&P 500 ETF 0.46% 1,447 $780K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.44% 10,836 $747K Add +7.0%
MELI MercadoLibre Inc. 0.43% 438 $745K Add +776.0%
CDNS Cadence Design SYS Inc. 0.43% 2,426 $729K Reduce -15.6%
HSY The Hershey Co. 0.42% 4,223 $715K Reduce -28.1%
INTU Intuit Inc. 0.41% 1,105 $694K No change
EXP Eagle Materials Inc. 0.37% 2,557 $631K Reduce -1.1%
HOLX Hologic Inc. 0.35% 8,348 $602K Add +2.1%
UBER Uber Technologies Inc. 0.34% 9,642 $582K Add +1.5%
SNY Sanofi-ADR 0.34% 11,987 $578K Reduce -2.4%
MAS Masco Corp. 0.33% 7,892 $573K Reduce -8.8%
TSLA Tesla Inc. 0.28% 1,203 $486K Add +10.1%
IMCV iShares Morningstar Mid-Cap 0.17% 3,931 $292K Add +2.7%
NFLX Netflix Inc. 0.16% 305 $272K Add +1.7%
QCOM Qualcomm Inc. 0.15% 1,695 $260K No change
VOOV Vanguard S&P 500 Value ETF 0.15% 1,350 $249K No change
FIW First Trust Water ETF 0.14% 2,315 $236K No change
MDY State Street SPDR S&P Midcap 0.13% 401 $228K Reduce -0.5%
IWP iShares Russell Mid-Cap Grow 0.12% 1,661 $210K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 1,000 $198K No change
EFA iShares MSCI Eafe ETF 0.11% 2,569 $194K Add +2.4%
IWM iShares Russell 2000 ETF 0.10% 800 $177K No change
TDG Transdigm Group Inc. 0.07% 100 $127K No change
SCHX Schwab US Large-Cap ETF 0.07% 4,800 $111K No change
AGG iShares Core U.S. Aggregate 0.06% 1,130 $109K Add +776.0%
SDY SS SPDR S&P Dividend ETF 0.05% 600 $79K No change
TQQQ Proshares Ultrapro QQQ 0.05% 1,000 $79K No change
FTAI Ftai Aviation Ltd. 0.04% 500 $72K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 615 $68K No change
FBIN Fortune Brands Innovations I 0.04% 893 $61K Reduce -50.0%
AXON Axon Enterprise Inc. 0.03% 100 $59K No change
DUK Duke Energy Corp. 0.03% 500 $54K No change
ICLN iShares Global Clean Energy 0.03% 4,600 $52K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.03% 475 $52K Add +35.7%
MU Micron Technology Inc. 0.03% 600 $50K Add +20.0%
NVR NVR Inc. 0.03% 6 $49K No change
EEM iShares MSCI Emerging Market 0.03% 1,142 $48K Add +4.7%
PLTR Palantir Technologies Inc. Class A 0.03% 620 $47K Add +313.3%
PFE Pfizer Inc. 0.03% 1,733 $46K Add +41.8%
SPG Simon Property Group Inc. 0.03% 250 $43K No change
WMB Williams Cos Inc. 0.02% 775 $42K No change
CAT Caterpillar Inc. 0.02% 115 $42K Add +130.0%
CVCO Cavco Industries Inc. 0.02% 90 $40K No change
UAL United Airlines Holdings Inc. 0.02% 400 $39K No change
GOOG Alphabet Inc. Class C 0.02% 200 $38K No change
BLACKSTONE REIT INC CL I 0.02% 2,680 $37K Reduce -51.6%
PKST Peakstone Realty Trust 0.02% 3,346 $37K No change
MMM 3M Co. 0.02% 280 $36K No change
SWKS Skyworks Solutions Inc. 0.02% 400 $35K No change
PAVE Global X US Infrastructure 0.02% 801 $32K New
SPSB SS SPDR P St C Corp. ETF 0.02% 1,023 $31K Add +2.2%
SN Sharkninja Inc. 0.02% 300 $29K No change
AER Aercap Holdings NV 0.02% 300 $29K No change
WDFC WD-40 Co. 0.02% 115 $28K No change
ILMN Illumina Inc. 0.02% 200 $27K No change
XBIL F/M US Treasury 6 Month Bill 0.02% 520 $26K Reduce -3.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 215 $26K New
CRWD CrowdStrike Holdings Inc. Class A 0.01% 75 $26K Reduce -21.1%
WELL Welltower Inc. 0.01% 200 $25K No change
SBUX Starbucks Corp. 0.01% 275 $25K No change
SO The Southern Co. 0.01% 300 $25K No change
ASML ASML Holding NV-NY Reg SHS 0.01% 35 $24K Reduce -61.1%
RTX RTX Corp. 0.01% 200 $23K New
PRU Prudential Financial Inc. 0.01% 194 $23K No change
DG Dollar General Corp. 0.01% 300 $23K Add +47.8%
PEP Pepsico Inc. 0.01% 148 $23K No change
LESLIES INC 0.01% 10,000 $22K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 100 $22K No change
CROX Crocs Inc. 0.01% 200 $22K No change
GNRC Generac Holdings Inc. 0.01% 125 $19K No change
GLW Corning Inc. 0.01% 400 $19K No change
SAM Boston Beer Company Inc. Class A 0.01% 60 $18K No change
ABBV Abbvie Inc. 0.01% 100 $18K No change
BA The Boeing Co. 0.01% 100 $18K New
ORGO Organogenesis Holdings Inc. 0.01% 5,452 $17K No change
CAG Conagra Brands Inc. 0.01% 625 $17K No change
SMH Vaneck Semiconductor ETF 0.01% 71 $17K New
IEF iShares 7-10 Year Treasury B 0.01% 176 $16K Add +6.7%
HEFA Isha Curr Hedged MSCI Eafe 0.01% 440 $15K New
BRBR Bellring Brands Inc. 0.01% 200 $15K No change
XHB SS SPDR S&P Homebldrs ETF 0.01% 144 $15K New
CLX Clorox Company 0.01% 90 $15K No change
GLD SPDR Gold Shares 0.01% 60 $15K No change
NEE Nextera Energy Inc. 0.01% 200 $14K No change
ICOW Pacer Developed Markets Inte 0.01% 484 $14K New
URA Global X Uranium ETF 0.01% 498 $13K New
AEO American Eagle Outfitters 0.01% 800 $13K No change
XLK SS Technology Select Sector 0.01% 56 $13K New
JNJ Johnson & Johnson 0.01% 90 $13K New
ALK Alaska Air Group Inc. 0.01% 200 $13K New
WAL Western Alliance Bancorp 0.01% 155 $13K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.01% 287 $13K New
ON On Semiconductor 0.01% 200 $13K No change
CPB The Campbell's Company 0.01% 300 $13K New
EMR Emerson Electric Co. 0.01% 100 $12K No change
CAVA Cava Group Inc. 0.01% 108 $12K Add +8.0%
IEI iShares 3-7 Year Treasury Bo 0.01% 102 $12K No change
HYGH iShares Int Rate Hedg HY ETF 0.01% 136 $12K New
GTO Invesco Total Return Bond Et 0.01% 253 $12K New
BMY Bristol-Myers Squibb Co. 0.01% 200 $11K No change
NOW ServiceNow Inc. 0.01% 10 $11K No change
COWG Pacer US LRG Cap Cows GR LD 0.01% 304 $10K New
KCE SS SPDR S&P Cap MKTS ETF 0.01% 70 $10K New
KMI Kinder Morgan Inc. 0.01% 350 $10K New
AIQ Global X Art Intel & Tech 0.01% 234 $9K New
HPQ HP Inc. 0.01% 275 $9K No change
DLR Digital Realty Trust Inc. 0.01% 50 $9K New
TOL Toll Brothers Inc. 0.01% 70 $9K No change
TTE Totalenergies SE -Spon ADR 0.01% 160 $9K No change
GXO Gxo Logistics Inc. 0.01% 200 $9K New
BUG Global X Cybersecurity ETF 0.01% 270 $9K New
EDIV State Street SPDR S&P Emergi 0.00% 225 $8K New
COWZ Pacer US Cash Cows 100 ETF 0.00% 140 $8K New
OKTA Okta Inc. 0.00% 100 $8K No change
IGBH iShares Interest Rate Hedged 0.00% 318 $8K New
RING iShares MSCI Global Gold Min 0.00% 274 $8K New
HAYW Hayward Holdings Inc. 0.00% 500 $8K No change
NLCP Newlake Capital Partners Inc. 0.00% 424 $7K Add +112.0%
IWD iShares Russell 1000 Value E 0.00% 36 $7K Reduce -18.2%
MBC Masterbrand Inc. 0.00% 443 $6K Reduce -50.0%
WDAY Workday Inc. Class A 0.00% 25 $6K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.00% 100 $5K No change
ACWI iShares MSCI Acwi ETF 0.00% 40 $5K No change
SOLV Solventum Corp. 0.00% 70 $5K No change
SIRI Sirius XM Holdings Inc. 0.00% 200 $5K No change
AMOM Qraft AI-Enh US LRG Cap MTM 0.00% 100 $5K New
VST Vistra Corp. 0.00% 31 $4K No change
X United States Steel Corp. 0.00% 100 $3K No change
PSX Phillips 66 0.00% 25 $3K No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 27 $2K No change
U Unity Software Inc. 0.00% 100 $2K No change
GELYF Geely Automobile Holdings LT 0.00% 1,000 $2K New
SHY iShares 1-3 Year Treasury Bo 0.00% 22 $2K No change
ATKR Atkore Inc. 0.00% 20 $2K No change
ORLY O'reilly Automotive Inc. 0.00% 1 $1K No change
BDX Becton Dickinson and Co. 0.00% 5 $1K No change
MBLY Mobileye Global Inc. Class A 0.00% 50 $996 New
MNKD Mannkind Corp. 0.00% 150 $965 No change
CART Maplebear Inc. 0.00% 23 $953 No change
MAT Mattel Inc. 0.00% 50 $887 No change
MRNA Moderna Inc. 0.00% 20 $832 Reduce -83.3%
GRAL Grail Inc. 0.00% 33 $590 No change
PLUG Plug Power Inc. 0.00% 50 $107 No change
IQ Iqiyi Inc.-ADR 0.00% 50 $101 No change
SVM Silvercorp Metals Inc. 0.00% 26 $78 No change
EMBC Embecta Corp. 0.00% 1 $21 No change

Portfolio Sells Q3 2024 → Q4 2024
ROK Rockwell Automation Inc. Sold out 0.00% −0.85
ELV Elevance Health Inc. Reduce -1.3% 1.34% −0.55
SHW The Sherwin-Williams Co. Reduce -37.0% 0.54% −0.41
NOC Northrop Grumman Corp. Reduce -6.3% 1.96% −0.36
PHM Pultegroup Inc. Reduce -6.8% 0.91% −0.36
MBSD NT Disc Dur MBS ETF Reduce -7.3% 3.12% −0.33
MRK Merck & Co. Inc. Reduce -4.9% 1.71% −0.32
GE General Electric Reduce -3.9% 1.92% −0.31
TMO Thermo Fisher Scientific Inc. Reduce -4.3% 1.28% −0.29
NXPI NXP Semiconductors NV Reduce -3.8% 1.34% −0.25
HSY The Hershey Co. Reduce -28.1% 0.42% −0.23
ZTS Zoetis Inc. Reduce -9.2% 0.60% −0.18
LOW Lowe's Cos Inc. Reduce -0.5% 1.99% −0.18
STZ Constellation Brands Inc. Class A Reduce -1.2% 0.53% −0.09
MAS Masco Corp. Reduce -8.8% 0.33% −0.08
LLY Eli Lilly & Co. Reduce -1.2% 0.55% −0.08
SNY Sanofi-ADR Reduce -2.4% 0.34% −0.07
EXP Eagle Materials Inc. Reduce -1.1% 0.37% −0.06
FBIN Fortune Brands Innovations I Reduce -50.0% 0.04% −0.06
OXY Occidental Petroleum Corp. Sold out 0.00% −0.03
ASML ASML Holding NV-NY Reg SHS Reduce -61.1% 0.01% −0.03
CDNS Cadence Design SYS Inc. Reduce -15.6% 0.43% −0.02
CE Celanese Corp. Sold out 0.00% −0.02
BLACKSTONE REIT INC CL I Reduce -51.6% 0.02% −0.02
CVX Chevron Corp. Reduce -1.0% 1.37% −0.02
UBS UBS Group AG-Reg Reduce -2.6% 0.57% −0.02
DEA Easterly Govt Pptys Inc. Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Sold out 0.00% −0.01
MBC Masterbrand Inc. Reduce -50.0% 0.00% −0.01
MRVL Marvell Technology Inc. Sold out 0.00% −0.01
PERI Perion Network Ltd. Sold out 0.00% −0.00
MRNA Moderna Inc. Reduce -83.3% 0.00% −0.00
WY Weyerhaeuser Co. Sold out 0.00% −0.00
IWD iShares Russell 1000 Value E Reduce -18.2% 0.00% −0.00
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.00
XBIL F/M US Treasury 6 Month Bill Reduce -3.9% 0.02% −0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -21.1% 0.01% −0.00
BECC Breitling Energy Corp. Sold out 0.00% 0.00
TNGS Titan Oil & Gas Inc. Sold out 0.00% 0.00
WLOLQ Winland Ocean Shipping Corp. Sold out 0.00% 0.00
MDY State Street SPDR S&P Midcap Reduce -0.5% 0.13% +0.00
ABT Abbott Laboratories Reduce -0.1% 0.97% +0.00
SYK Stryker Corp. Reduce -0.7% 1.98% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.58% +0.02
SRE Sempra Reduce -3.3% 0.83% +0.02
META Meta Platforms Inc. Class A Reduce -2.3% 2.30% +0.03
DE Deere & Co. Reduce -1.0% 2.43% +0.04
ULTA Ulta Beauty Inc. Reduce -7.1% 0.95% +0.05
EVR Evercore Inc. Class A Reduce -0.8% 0.56% +0.05
AME Ametek Inc. Reduce -2.5% 1.72% +0.06

Portfolio Buys Q3 2024 → Q4 2024
MELI MercadoLibre Inc. Add +776.0% 0.43% +0.38
WSM Williams-Sonoma Inc. Add +52.8% 0.80% +0.37
LNG Cheniere Energy Inc. Add +0.2% 1.20% +0.21
AVGO Broadcom Inc. Add +2.9% 0.48% +0.14
TSLA Tesla Inc. Add +10.1% 0.28% +0.12
STIP iShares 0-5 Year Tips Bond E Add +2.7% 3.15% +0.10
FISV Fiserv Inc. Add +2.1% 0.61% +0.09
AGG iShares Core U.S. Aggregate Add +776.0% 0.06% +0.06
MSCI MSCI Inc. Add +0.6% 1.16% +0.05
KIM Kimco Realty Corp. Add +6.4% 0.63% +0.05
SPYM Ste STR SPDR PT S&P 500 ETF Add +7.0% 0.44% +0.04
NFLX Netflix Inc. Add +1.7% 0.16% +0.04
AZO AutoZone Inc. Add +1.0% 0.91% +0.03
PLTR Palantir Technologies Inc. Class A Add +313.3% 0.03% +0.02
PAVE Global X US Infrastructure New 0.02% +0.02
TJX TJX Companies Inc. New 0.02% +0.02
RTX RTX Corp. New 0.01% +0.01
CAT Caterpillar Inc. Add +130.0% 0.02% +0.01
LESLIES INC New 0.01% +0.01
BA The Boeing Co. New 0.01% +0.01
SMH Vaneck Semiconductor ETF New 0.01% +0.01
HEFA Isha Curr Hedged MSCI Eafe New 0.01% +0.01
XHB SS SPDR S&P Homebldrs ETF New 0.01% +0.01
ICOW Pacer Developed Markets Inte New 0.01% +0.01
URA Global X Uranium ETF New 0.01% +0.01
ALK Alaska Air Group Inc. New 0.01% +0.01
JNJ Johnson & Johnson New 0.01% +0.01
XLK SS Technology Select Sector New 0.01% +0.01
WAL Western Alliance Bancorp New 0.01% +0.01
CALF PCR US SM CP CSH CWS ETF-Usd New 0.01% +0.01
CPB The Campbell's Company New 0.01% +0.01
GTO Invesco Total Return Bond Et New 0.01% +0.01
HYGH iShares Int Rate Hedg HY ETF New 0.01% +0.01
PFE Pfizer Inc. Add +41.8% 0.03% +0.01
SJM The JM Smucker Co. Add +35.7% 0.03% +0.01
COWG Pacer US LRG Cap Cows GR LD New 0.01% +0.01
KMI Kinder Morgan Inc. New 0.01% +0.01
KCE SS SPDR S&P Cap MKTS ETF New 0.01% +0.01
AIQ Global X Art Intel & Tech New 0.01% +0.01
DLR Digital Realty Trust Inc. New 0.01% +0.01
GXO Gxo Logistics Inc. New 0.01% +0.01
BUG Global X Cybersecurity ETF New 0.01% +0.01
COWZ Pacer US Cash Cows 100 ETF New 0.00% +0.00
EDIV State Street SPDR S&P Emergi New 0.00% +0.00
IGBH iShares Interest Rate Hedged New 0.00% +0.00
RING iShares MSCI Global Gold Min New 0.00% +0.00
DG Dollar General Corp. Add +47.8% 0.01% +0.00
AMOM Qraft AI-Enh US LRG Cap MTM New 0.00% +0.00
NLCP Newlake Capital Partners Inc. Add +112.0% 0.00% +0.00
IMCV iShares Morningstar Mid-Cap Add +2.7% 0.17% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 82$187.8MAAPL, NVDA, STIP, GOOGL, MSFT
Q1 2026 82$182.4MAAPL, STIP, NVDA, GOOGL, MSFT
Q4 2025 74$173.6MAAPL, NVDA, MSFT, USIG, GOOGL
Q3 2025 84$194.6MAAPL, NVDA, MSFT, USIG, STIP
Q2 2025 96$181.4MAAPL, NVDA, MSFT, USIG, STIP
Q1 2025 198$173.9MAAPL, USIG, NVDA, MSFT, MBSD
Q4 2024 194$171.3MAAPL, NVDA, MSFT, USIG, AMZN
Q3 2024 174$173.3MAAPL, NVDA, MSFT, USIG, MBSD
Q2 2024 187$162.8MAAPL, NVDA, MSFT, MBSD, GOOGL
Q1 2024 183$157.1MAAPL, MSFT, NVDA, MBSD, AMZN