Trivant Custom Portfolio Group Q2 2026 Activity: Strategic Shifts in Tech, Financial Services & Consumer Stocks
Trivant's portfolio saw significant changes this quarter with notable additions to companies like MU and NFLX, alongside reductions in holdings such as USIG.
As of June 30th, 2026, Trivant Custom Portfolio Group has released its latest investment activity data. This filing provides valuable insights into the firm's strategic decisions regarding portfolio adjustments during Q2.
The most prominent change observed in this quarter involves a complete new position initiated with Micron Technology (MU). The fund acquired 100% of MU shares, signaling strong confidence in its potential and adding it to their holdings at a value representing approximately 1.21% of the total portfolio.
PayPal Holdings Inc (PYPL) also stands out as a significant addition this quarter. Trivant increased PYPL by acquiring all shares previously held or initiating a position, boosting its allocation considerably and adding it to their holdings valued at about 0.99% of the portfolio.
Netflix Inc (NFLX) represents another major purchase for Trivant during Q2. The firm added shares in NFLX, increasing its allocation by approximately 92.84%, which now stands at around 1.21% of the total portfolio value.
In addition to these large additions, Vanguard Information Technology ETF (VGT) and ARIA Technologies Inc (ANET) were also recently added or increased in this quarter's filing by Trivant Custom Portfolio Group. These moves reflect a continued interest in technology-related investments across different structures.
Conversely, the portfolio saw notable reductions during Q2. USIG experienced a decrease of over 1.4% due to selling off approximately -1.88% of its holdings (though negative change indicates reduction). GE AEROSPACE also saw significant selling, reducing its allocation by about -24.06%, impacting the Industrial sector.
Furthermore, Trivant completely sold out their position in Wal-Mart Inc (WMT), which resulted in a 100% decrease and reduced its portfolio weighting from approximately 5.98% to zero allocation. They also partially divested from USIG and GE AEROSPACE.
These changes, alongside the overall portfolio structure detailed by Trivant's holdings data, offer investors a clearer picture of their current investment strategy and focus areas for Q2 2026.