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: $125.1M89 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$314K	0.3%Prev: 0.3%	2,431 SH	Increased
ABBOTT LABS	COM	$855K	0.7%Prev: 0.9%	7,560 SH	Decreased-405 SH
ABBVIE INC	COM	$289K	0.2%Prev: 0.2%	1,624 SH	Increased+6 SH
ALPHABET INC	CAP STK CL A	$553K	0.4%Prev: 0.3%	2,920 SH	Increased+406 SH
ALPHABET INC	CAP STK CL C	$4.7M	3.8%Prev: 3.9%	24,767 SH	Increased-3,361 SH
AMAZON COM INC	COM	$5.5M	4.4%Prev: 3.8%	25,056 SH	Increased-860 SH
AMERICAN INTL GROUP INC	COM NEW	$439K	0.4%Prev: 0.4%	6,027 SH	Increased
AMERICAN TOWER CORP NEW	COM	$232K	0.2%Prev: 0.2%	1,267 SH	Decreased+116 SH
APPLE INC	COM	$5.4M	4.3%Prev: 3.9%	21,687 SH	Increased+809 SH
APPLIED MATLS INC	COM	$613K	0.5%Prev: 0.6%	3,767 SH	Increased+114 SH
APPLOVIN CORP	COM CL A	$236K	0.2%	729 SH	New
AT&T INC	COM	$2.3M	1.9%Prev: 0.6%	101,689 SH	Increased+67,148 SH
AURORA INNOVATION INC	CLASS A COM	$581K	0.5%Prev: 0.6%	92,222 SH	Increased-39,491 SH
BANK AMERICA CORP	COM	$849K	0.7%Prev: 0.7%	19,326 SH	Increased-1,159 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.6M	2.8%Prev: 2.8%	7,865 SH	Increased-232 SH
BLOCK INC	CL A	$791K	0.6%	9,304 SH	New
BROADCOM INC	COM	$5.4M	4.3%Prev: 2.6%	23,336 SH	Increased+20,943 SH
CANADIAN NAT RES LTD	COM	$728K	0.6%Prev: 0.4%	23,571 SH	Increased+17,402 SH
CATERPILLAR INC	COM	$417K	0.3%Prev: 0.3%	1,149 SH	Increased+24 SH
CHIPOTLE MEXICAN GRILL INC	COM	$367K	0.3%Prev: 0.2%	6,079 SH	Increased+5,971 SH
CHUBB LIMITED	COM	$829K	0.7%Prev: 0.7%	3,000 SH	Increased
CITIGROUP INC	COM NEW	$1.8M	1.4%	25,421 SH	New
CORNING INC	COM	$294K	0.2%	6,180 SH	New
COSTCO WHSL CORP NEW	COM	$3.2M	2.6%Prev: 1.5%	3,483 SH	Increased+1,191 SH
DEERE & CO	COM	$837K	0.7%Prev: 1.6%	1,974 SH	Decreased-2,171 SH
DELL TECHNOLOGIES INC	CL C	$206K	0.2%	1,791 SH	New
DIGITAL RLTY TR INC	COM	$590K	0.5%	3,330 SH	New
DUKE ENERGY CORP NEW	COM NEW	$579K	0.5%	5,377 SH	New
EATON CORP PLC	SHS	$270K	0.2%	814 SH	New
EDISON INTL	COM	$213K	0.2%	2,670 SH	New
ELI LILLY & CO	COM	$3.6M	2.8%Prev: 2.8%	4,611 SH	Increased-366 SH
EMERSON ELEC CO	COM	$214K	0.2%	1,726 SH	New
EVERSOURCE ENERGY	COM	$1.4M	1.1%Prev: 0.5%	24,749 SH	Increased+16,946 SH
EXXON MOBIL CORP	COM	$2.8M	2.3%Prev: 2.3%	26,264 SH	Increased+2,364 SH
FISERV INC	COM	$221K	0.2%	1,077 SH	New
GE AEROSPACE	COM NEW	$236K	0.2%	1,415 SH	New
GENERAL MLS INC	COM	$494K	0.4%	7,746 SH	New
GLOBAL X FDS	US INFR DEV ETF	$626K	0.5%Prev: 0.4%	15,489 SH	Increased+3,620 SH
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.8%Prev: 0.2%	1,802 SH	Increased+1,233 SH
HOME DEPOT INC	COM	$693K	0.6%Prev: 0.6%	1,781 SH	Increased+144 SH
HONEYWELL INTL INC	COM	$386K	0.3%Prev: 0.7%	1,709 SH	Decreased-1,866 SH
HUDBAY MINERALS INC	COM	$193K	0.2%	23,772 SH	New
INTUITIVE SURGICAL INC	COM NEW	$684K	0.5%Prev: 1.0%	1,311 SH	Decreased-1,803 SH
INVESCO QQQ TR	UNIT SER 1	$7.5M	6.0%Prev: 6.3%	14,698 SH	Increased-1,132 SH
ISHARES TR	RUSSELL 2000 ETF	$2.8M	2.2%Prev: 0.6%	12,544 SH	Increased+9,451 SH
ISHARES TR	U.S. MED DVC ETF	$512K	0.4%Prev: 0.5%	8,779 SH	Decreased-791 SH
JOHNSON & JOHNSON	COM	$371K	0.3%Prev: 2.1%	2,569 SH	Decreased-11,121 SH
JPMORGAN CHASE & CO.	COM	$2.7M	2.1%	11,147 SH	New
KIMCO RLTY CORP	COM	$704K	0.6%	30,036 SH	New
KROGER CO	COM	$2.4M	1.9%Prev: 1.6%	39,170 SH	Increased+3,780 SH
MASTERCARD INCORPORATED	CL A	$216K	0.2%	411 SH	New
MCDONALDS CORP	COM	$2.8M	2.2%Prev: 2.8%	9,534 SH	Decreased-122 SH
META PLATFORMS INC	CL A	$4.0M	3.2%Prev: 2.5%	6,885 SH	Increased-254 SH
MICROSOFT CORP	COM	$5.2M	4.2%Prev: 4.6%	12,414 SH	Increased-204 SH
MICROSTRATEGY INC	CL A NEW	$966K	0.8%	3,335 SH	New
MUELLER INDS INC	COM	$836K	0.7%	10,537 SH	New
NETFLIX INC	COM	$2.1M	1.7%Prev: 1.2%	2,388 SH	Increased-142 SH
NEXTERA ENERGY INC	COM	$2.2M	1.8%Prev: 2.5%	31,254 SH	Decreased-10,064 SH
NU HLDGS LTD	ORD SHS CL A	$2.6M	2.1%Prev: 1.9%	251,094 SH	Increased+18,268 SH
NUCOR CORP	COM	$250K	0.2%Prev: 0.4%	2,145 SH	Decreased-300 SH
NVIDIA CORPORATION	COM	$3.5M	2.8%Prev: 1.7%	25,746 SH	Increased+22,305 SH
ORACLE CORP	COM	$867K	0.7%Prev: 0.7%	5,204 SH	Increased-1,492 SH
OREILLY AUTOMOTIVE INC	COM	$2.7M	2.1%Prev: 2.0%	2,255 SH	Increased+135 SH
PALO ALTO NETWORKS INC	COM	$650K	0.5%Prev: 0.2%	3,571 SH	Increased+2,718 SH
PEPSICO INC	COM	$603K	0.5%Prev: 0.3%	3,963 SH	Increased+2,443 SH
PHILIP MORRIS INTL INC	COM	$681K	0.5%Prev: 0.5%	5,656 SH	Increased+363 SH
PROCTER AND GAMBLE CO	COM	$1.5M	1.2%Prev: 1.1%	8,861 SH	Increased+947 SH
QUANTA SVCS INC	COM	$265K	0.2%	838 SH	New
ROBINHOOD MKTS INC	COM CL A	$857K	0.7%	23,004 SH	New
ROCKWELL AUTOMATION INC	COM	$631K	0.5%	2,209 SH	New
RTX CORPORATION	COM	$271K	0.2%	2,342 SH	New
S&P GLOBAL INC	COM	$970K	0.8%Prev: 0.3%	1,948 SH	Increased+1,273 SH
SELECT SECTOR SPDR TR	ENERGY	$496K	0.4%Prev: 0.5%	5,789 SH	Decreased-478 SH
SELECT SECTOR SPDR TR	INDL	$2.9M	2.3%Prev: 1.8%	21,990 SH	Increased+5,892 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$265K	0.2%Prev: 0.2%	1,182 SH	Increased-116 SH
SERVICENOW INC	COM	$399K	0.3%Prev: 0.3%	376 SH	Increased-84 SH
SHELL PLC	SPON ADS	$666K	0.5%Prev: 0.7%	10,631 SH	Decreased+80 SH
SPDR GOLD TR	GOLD SHS	$683K	0.5%Prev: 0.5%	2,820 SH	Increased+117 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$286K	0.2%	502 SH	New
UBER TECHNOLOGIES INC	COM	$675K	0.5%Prev: 0.6%	11,186 SH	Increased+1,327 SH
UNION PAC CORP	COM	$246K	0.2%Prev: 0.3%	1,081 SH	Decreased-11 SH
UNITED RENTALS INC	COM	$1.5M	1.2%Prev: 1.1%	2,169 SH	Increased+221 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	1.8%Prev: 2.5%	4,404 SH	Decreased-437 SH
VERIZON COMMUNICATIONS INC	COM	$347K	0.3%Prev: 0.3%	8,679 SH	Increased+1,026 SH
VERTIV HOLDINGS CO	COM CL A	$1.4M	1.1%	12,495 SH	New
VISA INC	COM CL A	$404K	0.3%Prev: 0.5%	1,279 SH	Decreased-663 SH
WALMART INC	COM	$4.6M	3.6%Prev: 3.2%	50,472 SH	Increased+29,766 SH
WISDOMTREE TR	INDIA ERNGS FD	$516K	0.4%	11,404 SH	New
WORKDAY INC	CL A	$317K	0.3%Prev: 0.3%	1,229 SH	Increased+90 SH

Sold (vs prior filing)

BOEING CO — $1.3M
CAESARS ENTERTAINMENT INC NE — $275K
CHEVRON CORP NEW — $231K
CITIZENS FINL GROUP INC — $563K
COCA COLA CO — $365K
COMCAST CORP NEW — $1.8M
COTERRA ENERGY INC — $449K
CVS HEALTH CORP — $794K
D R HORTON INC — $251K
DEVON ENERGY CORP NEW — $399K
DISNEY WALT CO — $312K
ETSY INC — $672K
FEDEX CORP — $216K
JPMORGAN CHASE & CO — $639K
KEYCORP — $1.2M
LOCKHEED MARTIN CORP — $280K
LULULEMON ATHLETICA INC — $285K
MARATHON PETE CORP — $814K
OCCIDENTAL PETE CORP — $284K
PROTALIX BIOTHERAPEUTICS INC — $26K
… and 7 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