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: $102.4M90 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$266K	0.3%Prev: 0.5%	2,431 SH	Decreased+1 SH
ABBOTT LABS	COM	$877K	0.9%Prev: 1.1%	7,965 SH	Decreased+295 SH
ABBVIE INC	COM	$251K	0.2%Prev: 0.2%	1,618 SH	Increased+60 SH
ALPHABET INC	CAP STK CL A	$351K	0.3%	2,514 SH	New
ALPHABET INC	CAP STK CL C	$4.0M	3.9%Prev: 3.9%	28,128 SH	Increased+26,847 SH
AMAZON COM INC	COM	$3.9M	3.8%Prev: 3.9%	25,916 SH	Increased+24,812 SH
AMERICAN INTL GROUP INC	COM NEW	$408K	0.4%Prev: 0.4%	6,027 SH	Increased
AMERICAN TOWER CORP NEW	COM	$248K	0.2%	1,151 SH	New
APPLE INC	COM	$4.0M	3.9%Prev: 5.8%	20,878 SH	Decreased-10,048 SH
APPLIED MATLS INC	COM	$592K	0.6%Prev: 0.4%	3,653 SH	Increased+1,193 SH
AT&T INC	COM	$580K	0.6%Prev: 0.4%	34,541 SH	Increased+19,652 SH
AURORA INNOVATION INC	CLASS A COM	$576K	0.6%	131,713 SH	New
BANK AMERICA CORP	COM	$690K	0.7%	20,485 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	2.8%Prev: 1.7%	8,097 SH	Increased+2,786 SH
BOEING CO	COM	$1.3M	1.3%Prev: 1.1%	5,104 SH	Increased-241 SH
BROADCOM INC	COM	$2.7M	2.6%Prev: 0.2%	2,393 SH	Increased+1,991 SH
CAESARS ENTERTAINMENT INC NE	COM	$275K	0.3%	5,873 SH	New
CANADIAN NAT RES LTD	COM	$404K	0.4%	6,169 SH	New
CATERPILLAR INC	COM	$333K	0.3%	1,125 SH	New
CHEVRON CORP NEW	COM	$231K	0.2%	1,550 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$247K	0.2%	108 SH	New
CHUBB LIMITED	COM	$678K	0.7%Prev: 0.6%	3,000 SH	Increased
CITIZENS FINL GROUP INC	COM	$563K	0.5%	16,978 SH	New
COCA COLA CO	COM	$365K	0.4%	6,191 SH	New
COMCAST CORP NEW	CL A	$1.8M	1.7%	40,114 SH	New
COSTCO WHSL CORP NEW	COM	$1.5M	1.5%	2,292 SH	New
COTERRA ENERGY INC	COM	$449K	0.4%	17,575 SH	New
CVS HEALTH CORP	COM	$794K	0.8%Prev: 1.1%	10,057 SH	Decreased-304 SH
D R HORTON INC	COM	$251K	0.2%	1,648 SH	New
DEERE & CO	COM	$1.7M	1.6%Prev: 0.9%	4,145 SH	Increased+1,757 SH
DEVON ENERGY CORP NEW	COM	$399K	0.4%Prev: 1.9%	8,802 SH	Decreased-32,756 SH
DISNEY WALT CO	COM	$312K	0.3%	3,453 SH	New
ELI LILLY & CO	COM	$2.9M	2.8%	4,977 SH	New
ETSY INC	COM	$672K	0.7%	8,291 SH	New
EVERSOURCE ENERGY	COM	$482K	0.5%Prev: 0.7%	7,803 SH	Decreased+31 SH
EXXON MOBIL CORP	COM	$2.4M	2.3%Prev: 1.5%	23,900 SH	Increased+566 SH
FEDEX CORP	COM	$216K	0.2%	856 SH	New
GLOBAL X FDS	US INFR DEV ETF	$409K	0.4%	11,869 SH	New
GOLDMAN SACHS GROUP INC	COM	$220K	0.2%Prev: 1.9%	569 SH	Decreased-4,218 SH
HOME DEPOT INC	COM	$567K	0.6%Prev: 1.5%	1,637 SH	Decreased-1,821 SH
HONEYWELL INTL INC	COM	$750K	0.7%Prev: 0.8%	3,575 SH	Decreased-243 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	1.0%	3,114 SH	New
INVESCO QQQ TR	UNIT SER 1	$6.5M	6.3%Prev: 7.9%	15,830 SH	Decreased-3,008 SH
ISHARES TR	RUSSELL 2000 ETF	$621K	0.6%Prev: 0.6%	3,093 SH	Increased+350 SH
ISHARES TR	U.S. MED DVC ETF	$516K	0.5%Prev: 4.0%	9,570 SH	Decreased-48,610 SH
JOHNSON & JOHNSON	COM	$2.1M	2.1%Prev: 3.9%	13,690 SH	Decreased-7,908 SH
JPMORGAN CHASE & CO	COM	$639K	0.6%Prev: 2.3%	3,756 SH	Decreased-9,812 SH
KEYCORP	COM	$1.2M	1.2%	83,646 SH	New
KROGER CO	COM	$1.6M	1.6%Prev: 0.2%	35,390 SH	Increased+30,300 SH
LOCKHEED MARTIN CORP	COM	$280K	0.3%Prev: 0.9%	618 SH	Decreased-1,650 SH
LULULEMON ATHLETICA INC	COM	$285K	0.3%Prev: 1.2%	557 SH	Decreased-2,261 SH
MARATHON PETE CORP	COM	$814K	0.8%	5,487 SH	New
MCDONALDS CORP	COM	$2.9M	2.8%Prev: 2.0%	9,656 SH	Increased+2,676 SH
META PLATFORMS INC	CL A	$2.5M	2.5%Prev: 3.3%	7,139 SH	Decreased-2,057 SH
MICROSOFT CORP	COM	$4.7M	4.6%Prev: 3.7%	12,618 SH	Increased+2,321 SH
NETFLIX INC	COM	$1.2M	1.2%	2,530 SH	New
NEXTERA ENERGY INC	COM	$2.5M	2.5%Prev: 3.1%	41,318 SH	Decreased+10,218 SH
NU HLDGS LTD	ORD SHS CL A	$1.9M	1.9%	232,826 SH	New
NUCOR CORP	COM	$425K	0.4%Prev: 0.2%	2,445 SH	Increased+602 SH
NVIDIA CORPORATION	COM	$1.7M	1.7%Prev: 2.0%	3,441 SH	Decreased-2,992 SH
OCCIDENTAL PETE CORP	COM	$284K	0.3%Prev: 0.5%	4,756 SH	Decreased-12,432 SH
ORACLE CORP	COM	$706K	0.7%	6,696 SH	New
OREILLY AUTOMOTIVE INC	COM	$2.0M	2.0%Prev: 2.7%	2,120 SH	Decreased-1,469 SH
PALO ALTO NETWORKS INC	COM	$252K	0.2%	853 SH	New
PEPSICO INC	COM	$258K	0.3%	1,520 SH	New
PHILIP MORRIS INTL INC	COM	$498K	0.5%Prev: 1.2%	5,293 SH	Decreased-6,503 SH
PROCTER AND GAMBLE CO	COM	$1.2M	1.1%Prev: 1.8%	7,914 SH	Decreased-2,265 SH
PROTALIX BIOTHERAPEUTICS INC	COM	$26K	0.0%Prev: 0.0%	14,544 SH	Increased
S&P GLOBAL INC	COM	$297K	0.3%Prev: 0.3%	675 SH	Increased+93 SH
SALESFORCE INC	COM	$1.2M	1.1%	4,381 SH	New
SELECT SECTOR SPDR TR	ENERGY	$525K	0.5%Prev: 1.6%	6,267 SH	Decreased-20,677 SH
SELECT SECTOR SPDR TR	INDL	$1.8M	1.8%	16,098 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$232K	0.2%Prev: 0.3%	1,298 SH	Decreased-319 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.5M	1.5%	17,979 SH	New
SERVICENOW INC	COM	$325K	0.3%	460 SH	New
SHELL PLC	SPON ADS	$694K	0.7%	10,551 SH	New
SPDR GOLD TR	GOLD SHS	$517K	0.5%Prev: 0.3%	2,703 SH	Increased+1,175 SH
SPDR SER TR	S&P REGL BKG	$1.4M	1.3%	25,900 SH	New
T-MOBILE US INC	COM	$261K	0.3%	1,693 SH	New
TESLA INC	COM	$1.1M	1.1%Prev: 0.2%	4,355 SH	Increased+3,782 SH
UBER TECHNOLOGIES INC	COM	$607K	0.6%	9,859 SH	New
ULTA BEAUTY INC	COM	$1.1M	1.1%Prev: 0.5%	2,244 SH	Increased+1,102 SH
UNION PAC CORP	COM	$268K	0.3%Prev: 0.4%	1,092 SH	Decreased-290 SH
UNITED RENTALS INC	COM	$1.1M	1.1%	1,948 SH	New
UNITEDHEALTH GROUP INC	COM	$2.5M	2.5%Prev: 2.6%	4,841 SH	Increased-111 SH
VANECK ETF TRUST	OIL SERVICES ETF	$1.3M	1.3%Prev: 0.5%	4,252 SH	Increased+1,595 SH
VERIZON COMMUNICATIONS INC	COM	$289K	0.3%Prev: 0.3%	7,653 SH	Increased+2,519 SH
VISA INC	COM CL A	$506K	0.5%	1,942 SH	New
WALMART INC	COM	$3.3M	3.2%Prev: 3.3%	20,706 SH	Increased-97 SH
WORKDAY INC	CL A	$314K	0.3%	1,139 SH	New

Sold (vs prior filing)

AFFIRM HLDGS INC — $227K
BK OF AMERICA CORP — $1.1M
BLOCK INC — $345K
CAPITAL ONE FINL CORP — $302K
CONSTELLATION BRANDS INC — $901K
DIGITAL RLTY TR INC — $1.2M
EDISON INTL — $1.3M
HUMANA INC — $306K
INVESCO EXCHANGE TRADED FD T — $284K
MURPHY OIL CORP — $334K
PAYPAL HLDGS INC — $967K
PFIZER INC — $249K
PHILLIPS 66 — $573K
PLUG POWER INC — $1.2M
RAYTHEON TECHNOLOGIES CORP — $255K
ROYAL DUTCH SHELL PLC — $279K
SALESFORCE COM INC — $1.1M
SELECT SECTOR SPDR TR — $712K
SOFI TECHNOLOGIES INC — $971K
SOUTHWEST AIRLS CO — $1.1M
… and 4 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