Q2 2024 · 13F-HR
Trivant Custom Portfolio Group, LLCholdings as filed
Filed 2024-07-17 · accession 0001977992-24-000003
$162.8M
Reported value
187
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $14.9M | 9.14% | 70,616 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $9.2M | 5.68% | 74,830 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $8.9M | 5.48% | 19,945 | Common | SOLE |
| 33939L779 | MBSD | FLEXSHARES DISCIPLINED DURTN MBS ETF | $5.8M | 3.58% | 287,338 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC. CLASS A | $5.7M | 3.51% | 31,410 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $5.3M | 3.25% | 27,358 | Common | SOLE |
| 46429B747 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $4.9M | 2.99% | 48,983 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CO | $4.6M | 2.81% | 5,382 | Common | SOLE |
| 464288620 | USIG | ISHARES BRD USD INV GRD CORP BD ETF | $4.2M | 2.55% | 82,777 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO. INC. | $4.1M | 2.51% | 32,957 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICE IN | $4.0M | 2.45% | 24,629 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $3.7M | 2.27% | 9,894 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $3.6M | 2.23% | 53,540 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC CLASS A | $3.5M | 2.12% | 6,856 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $3.4M | 2.11% | 869 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $3.4M | 2.09% | 6,290 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORP | $3.4M | 2.09% | 85,509 | Common | SOLE |
| 666807102 | NOC | NORTHROP GRUMMAN CO | $3.3M | 2.05% | 7,672 | Common | SOLE |
| 46625H100 | JPM | J P MORGAN CHASE & CO | $3.3M | 2.05% | 16,530 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $3.3M | 2.01% | 20,618 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS F | $3.1M | 1.91% | 11,536 | Common | SOLE |
| 548661107 | LOW | LOWES COMPANIES INC | $3.0M | 1.87% | 13,802 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $3.0M | 1.85% | 8,839 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $2.8M | 1.70% | 16,643 | Common | SOLE |
| 92826C839 | V | VISA INC CLASS A | $2.6M | 1.59% | 9,833 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP | $2.5M | 1.56% | 16,188 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRAND CLASS A | $2.5M | 1.55% | 9,800 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $2.5M | 1.54% | 24,142 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCNTFC | $2.4M | 1.49% | 4,379 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $2.2M | 1.36% | 22,917 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $1.6M | 1.01% | 8,956 | Common | SOLE |
| 745867101 | PHM | PULTEGROUP INC | $1.6M | 1.01% | 14,918 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $1.6M | 1.01% | 9,367 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION | $1.6M | 0.97% | 5,746 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $1.6M | 0.97% | 6,118 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $1.5M | 0.95% | 3,205 | Common | SOLE |
| 088606108 | BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.5M | 0.94% | 26,683 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $1.4M | 0.86% | 473 | Common | SOLE |
| 816851109 | SRE | SEMPRA | $1.3M | 0.78% | 16,730 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC. | $1.2M | 0.71% | 3,015 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC CLASS A | $1.1M | 0.70% | 6,547 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $1.0M | 0.64% | 1,925 | Common | SOLE |
| 46090E103 | QQQ | INVSC QQQ TRUST SRS 1 ETF IV | $979,934 | 0.60% | 2,046 | Common | SOLE |
| H42097107 | UBS | UBS GROUP AG F | $979,251 | 0.60% | 33,150 | Common | SOLE |
| 532457108 | LLY | ELI LILLY AND CO | $944,312 | 0.58% | 1,043 | Common | SOLE |
| 49446R109 | KIM | KIMCO REALTY CORP REIT | $732,417 | 0.45% | 37,637 | Common | SOLE |
| 461202103 | INTU | INTUIT INC | $726,218 | 0.45% | 1,105 | Common | SOLE |
| 922908363 | VOO | VANGUARD S&P 500 ETF | $723,689 | 0.44% | 1,447 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC CLASS A | $694,281 | 0.43% | 3,331 | Common | SOLE |
| 80105N105 | SNY | SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $587,384 | 0.36% | 12,106 | Common | SOLE |
| 78464A854 | SPYM | SPDR PORTFOLIO S&P 500 ETF | $578,624 | 0.36% | 9,041 | Common | SOLE |
| 574599106 | MAS | MASCO CORP | $576,963 | 0.35% | 8,654 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $565,147 | 0.35% | 352 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $549,228 | 0.34% | 7,397 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $544,955 | 0.33% | 2,506 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $337,611 | 0.21% | 1,695 | Common | SOLE |
| 464287432 | TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | $301,222 | 0.19% | 3,282 | Common | SOLE |
| 464288406 | IMCV | ISHARES MORNINGSTAR MID CAP ETF | $265,297 | 0.16% | 3,777 | Common | SOLE |
| 922908611 | VBR | VANGUARD SMALL CAP VALUEETF | $264,654 | 0.16% | 1,450 | Common | SOLE |
| 921932703 | VOOV | VANGUARD S&P 500 VALUE ETF | $237,303 | 0.15% | 1,350 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF | $234,366 | 0.14% | 438 | Common | SOLE |
| 33733B100 | FIW | FIRST TRUST ISE WATER INDEX ETF | $231,454 | 0.14% | 2,315 | Common | SOLE |
| 06738C778 | DJP | BRCLYS BK IPATH BLOOM COMMODITY ETN | $224,420 | 0.14% | 7,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $216,283 | 0.13% | 1,093 | Common | SOLE |
| 86800U104 | SMCIUSD | SUPER MICRO COMPUTER | $204,838 | 0.13% | 250 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $202,464 | 0.12% | 300 | Common | SOLE |
| 464287465 | EFA | ISHARES MSCI EAFE ETF | $194,337 | 0.12% | 2,481 | Common | SOLE |
| 464287481 | IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $183,193 | 0.11% | 1,661 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $182,640 | 0.11% | 612 | Common | SOLE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $162,312 | 0.10% | 800 | Common | SOLE |
| 33939L662 | HYGV | FLEXSHAR HG YLD VLU SCORBD INDX ETF | $141,400 | 0.09% | 3,500 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $127,761 | 0.08% | 100 | Common | SOLE |
| 38747R108 | COMB | GRTSHRS BLMBRG CMDT STRTNO K 1 ETF | $121,142 | 0.07% | 5,950 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD SHARES ETF | $120,406 | 0.07% | 560 | Common | SOLE |
| 097023105 | BA | BOEING CO | $118,307 | 0.07% | 650 | Common | SOLE |
| 34964C106 | FBIN | FORTUNE BRANDS INNOVATIO | $115,983 | 0.07% | 1,786 | Common | SOLE |
| 149568107 | CVCO | CAVCO INDUSTRIES INC | $109,044 | 0.07% | 315 | Common | SOLE |
| 808524201 | SCHX | SCHWAB US LARGE CAP ETF | $102,800 | 0.06% | 1,600 | Common | SOLE |
| 27616P103 | — | EASTERLY GOVT PPTYS REIT | $96,490 | 0.06% | 7,801 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $92,046 | 0.06% | 90 | Common | SOLE |
| 09259K401 | — | BLACKSTONE REAL ESTATE INCOME TRUST CLASS I | $90,897 | 0.06% | 6,426 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $82,170 | 0.05% | 50 | Common | SOLE |
| 71880K101 | PHIN | PHINIA INC | $78,720 | 0.05% | 2,000 | Common | SOLE |
| 78464A763 | SDY | SPDR S&P DIVIDEND ETF | $76,308 | 0.05% | 600 | Common | SOLE |
| 74347X831 | TQQQ | PROSHARES ULTRAPRO QQQ ETF | $73,820 | 0.05% | 1,000 | Common | SOLE |
| 314211103 | FHI | FEDERATED HERMES INC CLASS B | $69,048 | 0.04% | 2,100 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY | $65,765 | 0.04% | 500 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETROL CO | $63,030 | 0.04% | 1,000 | Common | SOLE |
| 92840M102 | VST | VISTRA ENERGY CORP | $62,772 | 0.04% | 731 | Common | SOLE |
| 464288224 | ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $61,272 | 0.04% | 4,600 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO | $61,064 | 0.04% | 615 | Common | SOLE |
| 74933W460 | XBIL | US TREASURY 6 MONTH BILLETF | $60,447 | 0.04% | 1,207 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP | $55,127 | 0.03% | 550 | Common | SOLE |
| 05577W200 | DOO | BRP INC F | $54,426 | 0.03% | 850 | Common | SOLE |
| 654445303 | NTDOY | NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $53,200 | 0.03% | 4,000 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL CORP | $53,119 | 0.03% | 402 | Common | SOLE |
| G3730V105 | FTAI | FTAI FIN HOLDCO LTD F | $51,615 | 0.03% | 500 | Common | SOLE |
| 36251C103 | GMS1EUR | GMS INC | $48,366 | 0.03% | 600 | Common | SOLE |
| 464287234 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $47,062 | 0.03% | 1,105 | Common | SOLE |
| 38748G101 | BAR | GRANITESHARES GOLD ETF | $45,920 | 0.03% | 2,000 | Common | SOLE |
| 62944T105 | NVR | N V R INC | $45,532 | 0.03% | 6 | Common | SOLE |
| 83088M102 | SWKS | SKYWORKS SOLUTIONS | $42,632 | 0.03% | 400 | Common | SOLE |
| 150870103 | CE | CELANESE CORP | $40,467 | 0.02% | 300 | Common | SOLE |
| 228368106 | CCK | CROWN HOLDINGS INC | $40,171 | 0.02% | 540 | Common | SOLE |
| G17977110 | BUR | BURFORD CAPITAL LIMITE F | $39,150 | 0.02% | 3,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC. CLASS C | $36,684 | 0.02% | 200 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC CLASS A | $36,404 | 0.02% | 95 | Common | SOLE |
| 39818P799 | PKST | PEAKSTONE REALTY CL E REIT | $35,468 | 0.02% | 3,346 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $33,875 | 0.02% | 1,211 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $32,938 | 0.02% | 775 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $32,250 | 0.02% | 1,250 | Common | SOLE |
| 78464A474 | SPSB | SPDR SHORT TERM CORPORATE BND ETF | $31,958 | 0.02% | 1,076 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $29,424 | 0.02% | 100 | Common | SOLE |
| 227046109 | CROX | CROCS INC | $29,188 | 0.02% | 200 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $28,614 | 0.02% | 280 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV F | $27,960 | 0.02% | 300 | Common | SOLE |
| 910710102 | ACIC | AMERICAN COASTAL INSURAN | $26,375 | 0.02% | 2,500 | Common | SOLE |
| 929236107 | WDFC | WD-40 CO | $25,259 | 0.02% | 115 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $24,410 | 0.01% | 148 | Common | SOLE |
| 17888H103 | CIVI | CIVITAS RES INC | $24,150 | 0.01% | 350 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $23,271 | 0.01% | 300 | Common | SOLE |
| 45778Q107 | NSP | INSPERITY INC | $22,803 | 0.01% | 250 | Common | SOLE |
| 744320102 | PRU | PRUDENTIAL FINL | $22,735 | 0.01% | 194 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC F | $22,545 | 0.01% | 300 | Common | SOLE |
| G9460G101 | VAL | VALARIS LTD F | $22,350 | 0.01% | 300 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $21,409 | 0.01% | 275 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $20,876 | 0.01% | 200 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC REIT | $20,850 | 0.01% | 200 | Common | SOLE |
| 68218J103 | OABI | OMNIAB INC | $20,625 | 0.01% | 5,500 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $20,383 | 0.01% | 275 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLINES HLDGS | $19,464 | 0.01% | 400 | Common | SOLE |
| 12634H200 | PMTS | CPI CARD GROUP INC | $19,075 | 0.01% | 700 | Common | SOLE |
| 100557107 | SAM | BOSTON BEER CO INC CLASS A | $18,303 | 0.01% | 60 | Common | SOLE |
| 205887102 | CAG | CONAGRA BRANDS INC | $17,763 | 0.01% | 625 | Common | SOLE |
| 459200101 | IBM | IBM CORP | $17,295 | 0.01% | 100 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $17,152 | 0.01% | 100 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $16,655 | 0.01% | 50 | Common | SOLE |
| 368736104 | GNRC | GENERAC HOLDINGS INC | $16,528 | 0.01% | 125 | Common | SOLE |
| 38911N206 | GRVY | GRAVITY CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $16,150 | 0.01% | 200 | Common | SOLE |
| 02553E106 | AEO | AMERN EAGLE OUTFITRS | $15,968 | 0.01% | 800 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $15,540 | 0.01% | 400 | Common | SOLE |
| 68621F102 | ORGO | ORGANOGENESIS HOLDINGS ICLASS A | $15,266 | 0.01% | 5,452 | Common | SOLE |
| 85208P303 | URNM | SPROTT URANIUM MINERS ETF | $14,772 | 0.01% | 300 | Common | SOLE |
| 464287440 | IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | $14,516 | 0.01% | 155 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $14,162 | 0.01% | 200 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CO | $13,710 | 0.01% | 200 | Common | SOLE |
| 57638P104 | MBC | MASTERBRAND INC | $13,007 | 0.01% | 886 | Common | SOLE |
| 464287226 | AGG | ISHARES CORE US AGGREGATE BOND ETF | $12,814 | 0.01% | 132 | Common | SOLE |
| 189054109 | CLX | CLOROX CO | $12,283 | 0.01% | 90 | Common | SOLE |
| 464288661 | IEI | ISHARES 3-7 YEAR TRERY BOND ETF | $11,778 | 0.01% | 102 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $11,428 | 0.01% | 200 | Common | SOLE |
| 291011104 | EMR | EMERSON ELECTRIC CO | $11,016 | 0.01% | 100 | Common | SOLE |
| 89151E109 | TTEN | TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $10,669 | 0.01% | 160 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYSTEMS INC | $9,502 | 0.01% | 200 | Common | SOLE |
| 679295105 | OKTA | OKTA INC CLASS A | $9,361 | 0.01% | 100 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $9,275 | 0.01% | 100 | Common | SOLE |
| 04638F108 | ALOT | ASTRONOVA INC | $9,264 | 0.01% | 600 | Common | SOLE |
| 464287598 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8,724 | 0.01% | 50 | Common | SOLE |
| M78673114 | PERI | PERION NETWORK LTD F | $8,350 | 0.01% | 1,000 | Common | SOLE |
| 03209R103 | AMPH | AMPHASTAR PHARMA INC | $8,000 | 0.00% | 200 | Common | SOLE |
| 81762P102 | NOW | SERVICE NOW INC | $7,867 | 0.00% | 10 | Common | SOLE |
| 421298100 | HAYW | HAYWARD HOLDINGS INC | $6,150 | 0.00% | 500 | Common | SOLE |
| 82968B103 | SIRIEUR | SIRIUS XM HLDGS INC | $5,660 | 0.00% | 2,000 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC CLASS A | $5,589 | 0.00% | 25 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $5,124 | 0.00% | 100 | Common | SOLE |
| 464288257 | ACWI | ISHARES MSCI ACWI ETF IV | $4,496 | 0.00% | 40 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,854 | 0.00% | 27 | Common | SOLE |
| 912909108 | USX1 | US STEEL | $3,780 | 0.00% | 100 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $3,702 | 0.00% | 70 | Common | SOLE |
| 718546104 | PSX | PHILLIPS 66 | $3,530 | 0.00% | 25 | Common | SOLE |
| 464287457 | SHY | ISHARES 1-3 YEAR TREASRYBOND ETF | $2,858 | 0.00% | 35 | Common | SOLE |
| 047649108 | ATKR | ATKORE INC | $2,699 | 0.00% | 20 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $1,626 | 0.00% | 100 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON&CO | $1,169 | 0.00% | 5 | Common | SOLE |
| 67103H107 | ORLY | O REILLY AUTOMOTIVE | $1,057 | 0.00% | 1 | Common | SOLE |
| 577081102 | MAT | MATTEL INC. | $813 | 0.00% | 50 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $783 | 0.00% | 150 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $740 | 0.00% | 23 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $508 | 0.00% | 33 | Common | SOLE |
| 46267X108 | IQ | IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS | $184 | 0.00% | 50 | Common | SOLE |
| 72919P202 | PLUG | PLUG POWER INC | $117 | 0.00% | 50 | Common | SOLE |
| 82835P103 | SVM | SILVERCORP METALS F | $88 | 0.00% | 26 | Common | SOLE |
| 29082K105 | EMBC | EMBECTA CORP | $13 | 0.00% | 1 | Common | SOLE |
| 767754872 | RADN | RITE AID CORP | $6 | 0.00% | 250 | Common | SOLE |
| 888309101 | TNGS | TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19 | $0 | — | 75 | Common | SOLE |
| 10678P104 | — | BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/16 | $0 | — | 55 | Common | SOLE |
| 97424P108 | WLOLQ | WINLAND OCEAN SHIP | $0 | — | 1,250 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.