Finivi Inc.

CIK 0002101641 • 12 13F filings • Dec 19, 2025 – Jul 9, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2021

Q3 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $94.7M75 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$432K	0.5%Prev: 0.2%	2,430 SH	Increased-1 SH
ABBOTT LABS	COM	$1.1M	1.1%Prev: 0.6%	7,670 SH	Increased+61 SH
ABBVIE INC	COM	$211K	0.2%Prev: 0.4%	1,558 SH	Decreased-1,312 SH
AFFIRM HLDGS INC	COM CL A	$227K	0.2%	2,262 SH	New
ALPHABET INC	CAP STK CL C	$3.7M	3.9%Prev: 3.5%	1,281 SH	Decreased-21,369 SH
AMAZON COM INC	COM	$3.7M	3.9%Prev: 3.7%	1,104 SH	Decreased-25,347 SH
AMERICAN INTL GROUP INC	COM NEW	$343K	0.4%Prev: 0.3%	6,027 SH	Decreased
APPLE INC	COM	$5.5M	5.8%Prev: 3.7%	30,926 SH	Decreased+8,180 SH
APPLIED MATLS INC	COM	$387K	0.4%Prev: 0.5%	2,460 SH	Decreased-1,556 SH
AT&T INC	COM	$366K	0.4%Prev: 2.1%	14,889 SH	Decreased-99,503 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	1.7%Prev: 2.7%	5,311 SH	Decreased-3,095 SH
BK OF AMERICA CORP	COM	$1.1M	1.2%	24,560 SH	New
BLOCK INC	CL A	$345K	0.4%Prev: 0.5%	2,137 SH	Decreased-8,740 SH
BOEING CO	COM	$1.1M	1.1%	5,345 SH	New
BROADCOM INC	COM	$218K	0.2%Prev: 4.5%	402 SH	Decreased-21,073 SH
CAPITAL ONE FINL CORP	COM	$302K	0.3%	2,080 SH	New
CHUBB LIMITED	COM	$580K	0.6%Prev: 0.5%	3,000 SH	Decreased
CONSTELLATION BRANDS INC	CL A	$901K	1.0%	3,589 SH	New
CVS HEALTH CORP	COM	$1.1M	1.1%	10,361 SH	New
DEERE & CO	COM	$819K	0.9%Prev: 0.6%	2,388 SH	Decreased+420 SH
DEVON ENERGY CORP NEW	COM	$1.8M	1.9%	41,558 SH	New
DIGITAL RLTY TR INC	COM	$1.2M	1.3%Prev: 0.4%	6,709 SH	Increased+3,071 SH
EDISON INTL	COM	$1.3M	1.4%	19,629 SH	New
EVERSOURCE ENERGY	COM	$707K	0.7%Prev: 0.6%	7,772 SH	Decreased-5,630 SH
EXXON MOBIL CORP	COM	$1.4M	1.5%Prev: 2.1%	23,334 SH	Decreased-5,326 SH
GOLDMAN SACHS GROUP INC	COM	$1.8M	1.9%Prev: 1.0%	4,787 SH	Increased+2,753 SH
HOME DEPOT INC	COM	$1.4M	1.5%Prev: 0.5%	3,458 SH	Increased+1,620 SH
HONEYWELL INTL INC	COM	$750K	0.8%	3,818 SH	New
HUMANA INC	COM	$306K	0.3%	660 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$284K	0.3%	1,745 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.5M	7.9%Prev: 5.8%	18,838 SH	Decreased+3,628 SH
ISHARES TR	RUSSELL 2000 ETF	$610K	0.6%Prev: 0.2%	2,743 SH	Increased+1,586 SH
ISHARES TR	U.S. MED DVC ETF	$3.8M	4.0%Prev: 0.4%	58,180 SH	Increased+48,791 SH
JOHNSON & JOHNSON	COM	$3.7M	3.9%Prev: 0.3%	21,598 SH	Increased+19,188 SH
JPMORGAN CHASE & CO	COM	$2.1M	2.3%	13,568 SH	New
KROGER CO	COM	$230K	0.2%Prev: 1.7%	5,090 SH	Decreased-35,203 SH
LOCKHEED MARTIN CORP	COM	$806K	0.9%	2,268 SH	New
LULULEMON ATHLETICA INC	COM	$1.1M	1.2%	2,818 SH	New
MCDONALDS CORP	COM	$1.9M	2.0%Prev: 2.0%	6,980 SH	Decreased-3,112 SH
META PLATFORMS INC	CL A	$3.1M	3.3%Prev: 3.3%	9,196 SH	Decreased+2,225 SH
MICROSOFT CORP	COM	$3.5M	3.7%Prev: 4.4%	10,297 SH	Decreased-2,895 SH
MURPHY OIL CORP	COM	$334K	0.4%	12,768 SH	New
NEXTERA ENERGY INC	COM	$2.9M	3.1%Prev: 1.5%	31,100 SH	Increased-850 SH
NUCOR CORP	COM	$210K	0.2%Prev: 0.2%	1,843 SH	Decreased-396 SH
NVIDIA CORPORATION	COM	$1.9M	2.0%Prev: 3.4%	6,433 SH	Decreased-21,929 SH
OCCIDENTAL PETE CORP	COM	$498K	0.5%	17,188 SH	New
OREILLY AUTOMOTIVE INC	COM	$2.5M	2.7%Prev: 2.4%	3,589 SH	Decreased-30,968 SH
PAYPAL HLDGS INC	COM	$967K	1.0%	5,128 SH	New
PFIZER INC	COM	$249K	0.3%	5,082 SH	New
PHILIP MORRIS INTL INC	COM	$1.1M	1.2%Prev: 0.6%	11,796 SH	Increased+6,395 SH
PHILLIPS 66	COM	$573K	0.6%	7,912 SH	New
PLUG POWER INC	COM NEW	$1.2M	1.2%	40,832 SH	New
PROCTER AND GAMBLE CO	COM	$1.7M	1.8%Prev: 0.9%	10,179 SH	Increased+827 SH
PROTALIX BIOTHERAPEUTICS INC	COM	$12K	0.0%	14,544 SH	New
RAYTHEON TECHNOLOGIES CORP	COM	$255K	0.3%	2,963 SH	New
ROYAL DUTCH SHELL PLC	SPON ADR B	$279K	0.3%	6,428 SH	New
S&P GLOBAL INC	COM	$275K	0.3%Prev: 0.7%	582 SH	Decreased-1,648 SH
SALESFORCE COM INC	COM	$1.1M	1.2%	4,383 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.5M	1.6%Prev: 0.3%	26,944 SH	Increased+21,724 SH
SELECT SECTOR SPDR TR	FINANCIAL	$712K	0.8%	18,239 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$331K	0.3%	1,617 SH	New
SOFI TECHNOLOGIES INC	COM	$971K	1.0%	61,439 SH	New
SOUTHWEST AIRLS CO	COM	$1.1M	1.2%	26,120 SH	New
SPDR GOLD TR	GOLD SHS	$261K	0.3%Prev: 0.8%	1,528 SH	Decreased-2,077 SH
STORE CAP CORP	COM	$898K	0.9%	26,098 SH	New
TARGET CORP	COM	$331K	0.3%	1,430 SH	New
TESLA INC	COM	$202K	0.2%	573 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	1.5%	2,103 SH	New
TJX COS INC NEW	COM	$432K	0.5%Prev: 0.5%	5,685 SH	Decreased+660 SH
ULTA BEAUTY INC	COM	$471K	0.5%	1,142 SH	New
UNION PAC CORP	COM	$348K	0.4%Prev: 0.2%	1,382 SH	Increased+286 SH
UNITEDHEALTH GROUP INC	COM	$2.5M	2.6%Prev: 1.0%	4,952 SH	Increased+548 SH
VANECK ETF TRUST	OIL SERVICES ETF	$491K	0.5%	2,657 SH	New
VERIZON COMMUNICATIONS INC	COM	$267K	0.3%Prev: 0.3%	5,134 SH	Decreased-4,482 SH
WALMART INC	COM	$3.1M	3.3%Prev: 3.3%	20,803 SH	Decreased-30,167 SH

Sold (vs prior filing)

ALPHABET INC — $796K
AMERICAN TOWER CORP NEW — $253K
APOLLO GLOBAL MGMT INC — $241K
APPLIED INDL TECHNOLOGIES IN — $220K
APPLOVIN CORP — $495K
AURORA INNOVATION INC — $552K
BANK AMERICA CORP — $988K
BARRICK MNG CORP — $1.6M
BITMINE IMMERSION TECNOLOGIE — $506K
BLACKSTONE INC — $218K
CANADIAN NAT RES LTD — $925K
CARVANA CO — $252K
CATERPILLAR INC — $630K
CHIPOTLE MEXICAN GRILL INC — $262K
CITIGROUP INC — $2.5M
CORNING INC — $516K
COSTCO WHSL CORP NEW — $3.4M
DUKE ENERGY CORP NEW — $702K
EATON CORP PLC — $305K
ELI LILLY & CO — $3.8M
… and 36 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001151	—	View
Jan 27, 2026	Q4 2025	13F-HR	0002085853-26-000104	$172.9M	View
Dec 19, 2025	Q4 2024