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: $124.3M86 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$357K	0.3%Prev: 0.2%	2,431 SH	Increased
ABBOTT LABS	COM	$992K	0.8%Prev: 0.8%	7,477 SH	Increased-382 SH
ABBVIE INC	COM	$348K	0.3%Prev: 0.3%	1,661 SH	Increased+63 SH
ALPHABET INC	CAP STK CL A	$470K	0.4%Prev: 0.3%	3,042 SH	Increased+508 SH
ALPHABET INC	CAP STK CL C	$4.0M	3.2%Prev: 3.6%	25,612 SH	Increased-270 SH
AMAZON COM INC	COM	$4.9M	3.9%Prev: 4.2%	25,716 SH	Increased+54 SH
AMERICAN AIRLS GROUP INC	COM	$108K	0.1%	10,249 SH	New
AMERICAN INTL GROUP INC	COM NEW	$524K	0.4%Prev: 0.4%	6,027 SH	Increased
AMERICAN TOWER CORP NEW	COM	$292K	0.2%Prev: 0.2%	1,340 SH	Increased+167 SH
APPLE INC	COM	$4.9M	4.0%Prev: 3.3%	22,262 SH	Increased+943 SH
APPLIED MATLS INC	COM	$569K	0.5%Prev: 0.7%	3,919 SH	Decreased+279 SH
APPLOVIN CORP	COM CL A	$218K	0.2%	822 SH	New
AT&T INC	COM	$3.1M	2.5%Prev: 0.9%	110,390 SH	Increased+51,164 SH
AURORA INNOVATION INC	CLASS A COM	$684K	0.6%Prev: 0.3%	101,639 SH	Increased-32,145 SH
BANK AMERICA CORP	COM	$804K	0.6%Prev: 0.7%	19,259 SH	Increased-1,057 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	3.5%Prev: 3.2%	8,121 SH	Increased-162 SH
BLOCK INC	CL A	$531K	0.4%	9,775 SH	New
BROADCOM INC	COM	$4.0M	3.2%Prev: 2.7%	23,728 SH	Increased+21,478 SH
CANADIAN NAT RES LTD	COM	$826K	0.7%Prev: 0.4%	26,821 SH	Increased+20,601 SH
CATERPILLAR INC	COM	$423K	0.3%Prev: 0.4%	1,283 SH	Increased+177 SH
CHIPOTLE MEXICAN GRILL INC	COM	$328K	0.3%Prev: 0.3%	6,541 SH	Increased+6,435 SH
CHUBB LIMITED	COM	$906K	0.7%Prev: 0.7%	3,000 SH	Increased
CITIGROUP INC	COM NEW	$1.9M	1.5%	26,827 SH	New
CORNING INC	COM	$283K	0.2%	6,184 SH	New
COSTCO WHSL CORP NEW	COM	$3.4M	2.7%Prev: 2.1%	3,576 SH	Increased+414 SH
DEERE & CO	COM	$917K	0.7%Prev: 1.6%	1,954 SH	Decreased-2,319 SH
DIGITAL RLTY TR INC	COM	$486K	0.4%	3,390 SH	New
DUKE ENERGY CORP NEW	COM NEW	$663K	0.5%	5,439 SH	New
EATON CORP PLC	SHS	$225K	0.2%	829 SH	New
ELI LILLY & CO	COM	$3.8M	3.1%Prev: 3.5%	4,653 SH	Decreased-357 SH
EVERSOURCE ENERGY	COM	$1.5M	1.2%Prev: 0.5%	24,693 SH	Increased+15,254 SH
EXXON MOBIL CORP	COM	$3.2M	2.6%Prev: 2.6%	26,772 SH	Increased+1,976 SH
FISERV INC	COM	$255K	0.2%	1,154 SH	New
GE AEROSPACE	COM NEW	$302K	0.2%	1,511 SH	New
GENERAL MLS INC	COM	$474K	0.4%	7,925 SH	New
GLOBAL X FDS	US INFR DEV ETF	$590K	0.5%Prev: 0.5%	15,624 SH	Increased+1,871 SH
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.9%Prev: 0.2%	1,937 SH	Increased+1,355 SH
HOME DEPOT INC	COM	$657K	0.5%Prev: 0.6%	1,793 SH	Increased+135 SH
HUDBAY MINERALS INC	COM	$210K	0.2%	27,715 SH	New
INTUITIVE SURGICAL INC	COM NEW	$694K	0.6%Prev: 1.2%	1,401 SH	Decreased-1,954 SH
INVESCO QQQ TR	UNIT SER 1	$7.1M	5.7%Prev: 6.2%	15,159 SH	Increased-177 SH
ISHARES TR	RUSSELL 2000 ETF	$2.7M	2.1%Prev: 0.6%	13,317 SH	Increased+10,119 SH
ISHARES TR	U.S. MED DVC ETF	$548K	0.4%Prev: 0.5%	9,108 SH	Decreased-333 SH
JOHNSON & JOHNSON	COM	$403K	0.3%Prev: 0.6%	2,430 SH	Decreased-1,774 SH
JPMORGAN CHASE & CO.	COM	$2.8M	2.3%	11,554 SH	New
KIMCO RLTY CORP	COM	$659K	0.5%	31,049 SH	New
KROGER CO	COM	$2.6M	2.1%Prev: 1.9%	39,138 SH	Increased+3,028 SH
MASTERCARD INCORPORATED	CL A	$225K	0.2%Prev: 0.2%	411 SH	Increased-43 SH
MCDONALDS CORP	COM	$3.0M	2.4%Prev: 2.5%	9,651 SH	Increased+12 SH
META PLATFORMS INC	CL A	$4.1M	3.3%Prev: 3.1%	7,121 SH	Increased+41 SH
MICROSOFT CORP	COM	$4.8M	3.9%Prev: 4.8%	12,898 SH	Decreased+183 SH
MICROSTRATEGY INC	CL A NEW	$430K	0.3%Prev: 0.3%	1,493 SH	Increased+1,323 SH
MUELLER INDS INC	COM	$1.1M	0.9%	13,902 SH	New
NETFLIX INC	COM	$2.3M	1.8%Prev: 1.4%	2,423 SH	Increased-176 SH
NEXTERA ENERGY INC	COM	$2.2M	1.8%Prev: 1.9%	30,926 SH	Increased-1,751 SH
NU HLDGS LTD	ORD SHS CL A	$2.7M	2.1%Prev: 2.2%	260,769 SH	Increased+52,969 SH
NUCOR CORP	COM	$277K	0.2%Prev: 0.4%	2,298 SH	Decreased-209 SH
NVIDIA CORPORATION	COM	$3.0M	2.4%Prev: 2.8%	27,526 SH	Decreased+24,148 SH
ORACLE CORP	COM	$835K	0.7%Prev: 0.6%	5,970 SH	Increased+693 SH
OREILLY AUTOMOTIVE INC	COM	$3.4M	2.7%Prev: 2.2%	2,370 SH	Increased+215 SH
PALANTIR TECHNOLOGIES INC	CL A	$204K	0.2%	2,415 SH	New
PALO ALTO NETWORKS INC	COM	$678K	0.5%Prev: 0.6%	3,973 SH	Decreased+1,517 SH
PEPSICO INC	COM	$593K	0.5%Prev: 0.2%	3,957 SH	Increased+2,546 SH
PHILIP MORRIS INTL INC	COM	$900K	0.7%Prev: 0.5%	5,670 SH	Increased-204 SH
PROCTER AND GAMBLE CO	COM	$1.5M	1.2%Prev: 1.2%	9,086 SH	Increased+1,153 SH
QUANTA SVCS INC	COM	$231K	0.2%	909 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.0M	0.8%	24,596 SH	New
ROCKWELL AUTOMATION INC	COM	$653K	0.5%	2,526 SH	New
RTX CORPORATION	COM	$310K	0.2%Prev: 0.2%	2,343 SH	Increased+115 SH
S&P GLOBAL INC	COM	$1.1M	0.9%Prev: 0.3%	2,123 SH	Increased+1,449 SH
SELECT SECTOR SPDR TR	ENERGY	$539K	0.4%Prev: 0.5%	5,770 SH	Decreased-72 SH
SELECT SECTOR SPDR TR	INDL	$3.0M	2.4%Prev: 2.2%	22,950 SH	Increased+3,678 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$206K	0.2%Prev: 0.2%	1,044 SH	Decreased-255 SH
SERVICENOW INC	COM	$346K	0.3%Prev: 0.3%	435 SH	Increased-4 SH
SHELL PLC	SPON ADS	$786K	0.6%Prev: 0.6%	10,720 SH	Increased+49 SH
SPDR GOLD TR	GOLD SHS	$847K	0.7%Prev: 0.5%	2,940 SH	Increased+205 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$343K	0.3%	643 SH	New
UBER TECHNOLOGIES INC	COM	$865K	0.7%Prev: 0.6%	11,879 SH	Increased+2,696 SH
UNION PAC CORP	COM	$256K	0.2%Prev: 0.2%	1,082 SH	Decreased+15 SH
UNITED RENTALS INC	COM	$1.4M	1.2%Prev: 1.3%	2,286 SH	Decreased+279 SH
UNITEDHEALTH GROUP INC	COM	$2.4M	1.9%Prev: 2.2%	4,525 SH	Decreased-303 SH
VERIZON COMMUNICATIONS INC	COM	$437K	0.4%Prev: 0.3%	9,633 SH	Increased+1,497 SH
VERTIV HOLDINGS CO	COM CL A	$942K	0.8%	13,053 SH	New
VISA INC	COM CL A	$490K	0.4%Prev: 0.5%	1,399 SH	Decreased-741 SH
WALMART INC	COM	$4.4M	3.5%Prev: 3.4%	50,004 SH	Increased-11,823 SH
WORKDAY INC	CL A	$334K	0.3%Prev: 0.3%	1,432 SH	Increased+308 SH

Sold (vs prior filing)

COCA COLA CO — $201K
COMCAST CORP NEW — $868K
CVS HEALTH CORP — $810K
DEVON ENERGY CORP NEW — $445K
HONEYWELL INTL INC — $589K
JPMORGAN CHASE & CO — $777K
LULULEMON ATHLETICA INC — $223K
MARATHON PETE CORP — $1.1M
MURPHY OIL CORP — $383K
PROTALIX BIOTHERAPEUTICS INC — $18K
SALESFORCE INC — $1.4M
SELECT SECTOR SPDR TR — $1.7M
SPDR SER TR — $1.9M
SPDR SER TR — $1.3M
TESLA INC — $290K
ULTA BEAUTY INC — $1.2M
VALERO ENERGY CORP — $269K
VANECK ETF TRUST — $1.5M
WISDOMTREE TR — $1.7M

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