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: $123.4M85 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$332K	0.3%Prev: 0.2%	2,431 SH	Decreased-9 SH
ABBOTT LABS	COM	$868K	0.7%	7,612 SH	New
ABBVIE INC	COM	$319K	0.3%Prev: 0.4%	1,616 SH	Decreased-1,203 SH
ALPHABET INC	CAP STK CL A	$455K	0.4%Prev: 0.5%	2,741 SH	Decreased+115 SH
ALPHABET INC	CAP STK CL C	$4.3M	3.4%Prev: 3.5%	25,420 SH	Decreased+5,855 SH
AMAZON COM INC	COM	$4.9M	4.0%Prev: 3.2%	26,153 SH	Decreased-224 SH
AMERICAN INTL GROUP INC	COM NEW	$441K	0.4%Prev: 0.2%	6,027 SH	Decreased
AMERICAN TOWER CORP NEW	COM	$287K	0.2%	1,232 SH	New
APPLE INC	COM	$4.9M	4.0%Prev: 3.3%	21,183 SH	Decreased-1,039 SH
APPLIED MATLS INC	COM	$800K	0.6%Prev: 1.4%	3,960 SH	Decreased+124 SH
AT&T INC	COM	$1.5M	1.2%Prev: 1.3%	69,728 SH	Decreased-52,222 SH
AURORA INNOVATION INC	CLASS A COM	$792K	0.6%Prev: 0.3%	133,726 SH	Increased+37,550 SH
BANK AMERICA CORP	COM	$808K	0.7%	20,365 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	2.8%Prev: 2.2%	7,638 SH	Decreased-782 SH
BROADCOM INC	COM	$4.2M	3.4%Prev: 3.5%	24,478 SH	Decreased+6,633 SH
CANADIAN NAT RES LTD	COM	$422K	0.3%	12,717 SH	New
CATERPILLAR INC	COM	$436K	0.4%Prev: 0.6%	1,115 SH	Decreased+30 SH
CHIPOTLE MEXICAN GRILL INC	COM	$300K	0.2%	5,214 SH	New
CHUBB LIMITED	COM	$865K	0.7%Prev: 0.5%	3,000 SH	Decreased
CITIGROUP INC	COM NEW	$1.5M	1.2%Prev: 1.7%	23,311 SH	Decreased-293 SH
CORNING INC	COM	$279K	0.2%Prev: 1.2%	6,181 SH	Decreased-3,241 SH
COSTCO WHSL CORP NEW	COM	$3.1M	2.5%	3,474 SH	New
D R HORTON INC	COM	$277K	0.2%	1,449 SH	New
DEERE & CO	COM	$810K	0.7%Prev: 0.6%	1,940 SH	Decreased+136 SH
DELL TECHNOLOGIES INC	CL C	$970K	0.8%	8,181 SH	New
DIGITAL RLTY TR INC	COM	$514K	0.4%Prev: 0.4%	3,175 SH	Decreased-864 SH
DUKE ENERGY CORP NEW	COM NEW	$590K	0.5%Prev: 0.4%	5,118 SH	Decreased-1,003 SH
EATON CORP PLC	SHS	$270K	0.2%Prev: 0.1%	814 SH	Decreased+144 SH
EDISON INTL	COM	$221K	0.2%Prev: 0.1%	2,535 SH	Decreased-1,080 SH
ELI LILLY & CO	COM	$4.1M	3.3%Prev: 3.2%	4,648 SH	Decreased-592 SH
EVERSOURCE ENERGY	COM	$644K	0.5%Prev: 0.5%	9,457 SH	Decreased-3,980 SH
EXXON MOBIL CORP	COM	$3.0M	2.5%	25,955 SH	New
GE AEROSPACE	COM NEW	$220K	0.2%Prev: 0.3%	1,165 SH	Decreased-182 SH
GLOBAL X FDS	US INFR DEV ETF	$599K	0.5%Prev: 0.5%	14,558 SH	Decreased-351 SH
GOLDMAN SACHS GROUP INC	COM	$665K	0.5%Prev: 1.1%	1,343 SH	Decreased-702 SH
HOME DEPOT INC	COM	$690K	0.6%Prev: 0.4%	1,702 SH	Decreased-287 SH
HONEYWELL INTL INC	COM	$385K	0.3%Prev: 0.3%	1,861 SH	Decreased-464 SH
HUDBAY MINERALS INC	COM	$197K	0.2%Prev: 0.3%	21,389 SH	Decreased-1,177 SH
INTUITIVE SURGICAL INC	COM NEW	$283K	0.2%Prev: 0.1%	576 SH	Increased+44 SH
INVESCO QQQ TR	UNIT SER 1	$7.5M	6.1%Prev: 5.2%	15,336 SH	Decreased+1,567 SH
ISHARES TR	ISHARES BIOTECH	$731K	0.6%	5,022 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.6M	2.1%Prev: 0.1%	11,840 SH	Increased+10,877 SH
ISHARES TR	U.S. MED DVC ETF	$538K	0.4%Prev: 0.1%	9,092 SH	Increased+4,852 SH
JOHNSON & JOHNSON	COM	$435K	0.4%Prev: 0.3%	2,684 SH	Decreased+12 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.8%	10,637 SH	New
KIMCO RLTY CORP	COM	$654K	0.5%	28,160 SH	New
KROGER CO	COM	$2.1M	1.7%Prev: 1.3%	37,267 SH	Decreased-7,623 SH
MASTERCARD INCORPORATED	CL A	$216K	0.2%Prev: 0.1%	438 SH	Increased+28 SH
MCDONALDS CORP	COM	$2.9M	2.4%Prev: 1.4%	9,635 SH	Increased-125 SH
META PLATFORMS INC	CL A	$4.1M	3.3%Prev: 2.1%	7,113 SH	Increased-11 SH
MICROSOFT CORP	COM	$5.5M	4.5%Prev: 2.6%	12,781 SH	Increased-896 SH
MICROSTRATEGY INC	CL A NEW	$331K	0.3%	1,965 SH	New
MURPHY OIL CORP	COM	$271K	0.2%	8,032 SH	New
NETFLIX INC	COM	$1.9M	1.5%	2,643 SH	New
NEXTERA ENERGY INC	COM	$2.8M	2.2%Prev: 1.5%	32,710 SH	Decreased-893 SH
NU HLDGS LTD	ORD SHS CL A	$3.6M	2.9%Prev: 1.6%	261,149 SH	Increased+25,528 SH
NUCOR CORP	COM	$599K	0.5%Prev: 0.2%	3,981 SH	Increased+2,001 SH
NVIDIA CORPORATION	COM	$3.8M	3.1%Prev: 2.8%	31,175 SH	Decreased+3,576 SH
ORACLE CORP	COM	$921K	0.7%Prev: 0.3%	5,405 SH	Increased+2,016 SH
OREILLY AUTOMOTIVE INC	COM	$2.5M	2.1%Prev: 1.7%	2,213 SH	Decreased-33,619 SH
PEPSICO INC	COM	$245K	0.2%	1,442 SH	New
PHILIP MORRIS INTL INC	COM	$717K	0.6%Prev: 1.4%	5,904 SH	Decreased-9,118 SH
PROCTER AND GAMBLE CO	COM	$1.4M	1.2%	8,216 SH	New
PROTALIX BIOTHERAPEUTICS INC	COM	$15K	0.0%	14,544 SH	New
RTX CORPORATION	COM	$282K	0.2%Prev: 0.2%	2,329 SH	Decreased+43 SH
S&P GLOBAL INC	COM	$715K	0.6%	1,384 SH	New
SELECT SECTOR SPDR TR	ENERGY	$523K	0.4%	5,958 SH	New
SELECT SECTOR SPDR TR	INDL	$2.8M	2.3%	20,639 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$251K	0.2%	1,254 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.9M	1.5%	19,324 SH	New
SERVICENOW INC	COM	$383K	0.3%	428 SH	New
SHELL PLC	SPON ADS	$711K	0.6%Prev: 0.4%	10,786 SH	Decreased+240 SH
SPDR GOLD TR	GOLD SHS	$698K	0.6%Prev: 0.5%	2,870 SH	Decreased+103 SH
TECK RESOURCES LTD	CL B	$1.7M	1.4%	33,167 SH	New
UBER TECHNOLOGIES INC	COM	$790K	0.6%Prev: 0.2%	10,512 SH	Increased+4,806 SH
ULTA BEAUTY INC	COM	$412K	0.3%	1,060 SH	New
UNION PAC CORP	COM	$266K	0.2%Prev: 0.8%	1,079 SH	Decreased-4,412 SH
UNITED RENTALS INC	COM	$1.6M	1.3%Prev: 0.4%	2,037 SH	Increased+1,331 SH
UNITEDHEALTH GROUP INC	COM	$2.6M	2.1%Prev: 0.7%	4,526 SH	Increased+1,315 SH
VERIZON COMMUNICATIONS INC	COM	$381K	0.3%Prev: 0.1%	8,489 SH	Increased+1,677 SH
VERTIV HOLDINGS CO	COM CL A	$1.2M	0.9%Prev: 1.7%	11,763 SH	Decreased+2,017 SH
VISA INC	COM CL A	$356K	0.3%Prev: 0.5%	1,294 SH	Decreased-1,649 SH
WALMART INC	COM	$5.0M	4.1%Prev: 2.8%	62,031 SH	Decreased+13,086 SH
WISDOMTREE TR	INDIA ERNGS FD	$2.1M	1.7%	41,110 SH	New
WORKDAY INC	CL A	$273K	0.2%	1,118 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $225K
AIR PRODUCTS AND CHEMICALS I — $400K
AMERICAN TOWER CORP — $288K
AMPHENOL CORP — $422K
APPLIED INDL TECHNOLOGIES IN — $242K
APPLOVIN CORP — $318K
ARCH CAP GROUP LTD — $345K
BANK OF AMER CORP — $1.1M
BARRICK MNG CORP — $1.7M
BOEING CO — $554K
CANADIAN NAT RES LTD MED TER — $1.2M
CAPITAL ONE FINL CORP — $402K
COSTCO WHOLESALE CORPORATION — $3.9M
EMERSON ELEC CO — $326K
FREEPORT MCMORAN INC — $207K
GE VERNOVA INC — $381K
HONEYWELL AEROSPACE INC — $498K
ISHARES TR — $508K
J P MORGAN EXCHANGE TRADED F — $222K
J P MORGAN EXCHANGE TRADED F — $1.2M
… and 34 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