Finivi Inc.

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

Import this data to Google Sheets with:

=jivedata("finivi-inc-0002101641-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $147.6M99 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$370K	0.3%Prev: 0.2%	2,431 SH	Increased
ABBOTT LABS	COM	$1.0M	0.7%Prev: 0.7%	7,631 SH	Increased-462 SH
ABBVIE INC	COM	$539K	0.4%Prev: 0.2%	2,903 SH	Increased+1,293 SH
ALPHABET INC	CAP STK CL A	$570K	0.4%Prev: 0.4%	3,237 SH	Increased+559 SH
ALPHABET INC	CAP STK CL C	$4.3M	2.9%Prev: 3.9%	24,311 SH	Decreased-1,622 SH
AMAZON COM INC	COM	$5.7M	3.9%Prev: 4.2%	26,146 SH	Increased+200 SH
AMERICAN INTL GROUP INC	COM NEW	$516K	0.3%Prev: 0.4%	6,027 SH	Increased
AMERICAN TOWER CORP NEW	COM	$290K	0.2%Prev: 0.2%	1,311 SH	Increased+109 SH
APOLLO GLOBAL MGMT INC	COM	$247K	0.2%	1,743 SH	New
APPLE INC	COM	$4.6M	3.1%Prev: 3.8%	22,521 SH	Increased+821 SH
APPLIED INDL TECHNOLOGIES IN	COM	$205K	0.1%	882 SH	New
APPLIED MATLS INC	COM	$732K	0.5%Prev: 0.7%	3,998 SH	Decreased+305 SH
APPLOVIN CORP	COM CL A	$273K	0.2%	781 SH	New
AT&T INC	COM	$3.3M	2.2%Prev: 1.0%	112,933 SH	Increased+50,372 SH
AURORA INNOVATION INC	CLASS A COM	$537K	0.4%Prev: 0.3%	102,386 SH	Increased-29,662 SH
AXON ENTERPRISE INC	COM	$240K	0.2%	290 SH	New
BANK AMERICA CORP	COM	$902K	0.6%Prev: 0.7%	19,062 SH	Increased-1,320 SH
BARRICK MNG CORP	COM SHS	$1.2M	0.8%	56,828 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	2.7%Prev: 2.9%	8,322 SH	Increased-156 SH
BLOCK INC	CL A	$716K	0.5%	10,536 SH	New
BROADCOM INC	COM	$6.6M	4.5%Prev: 3.2%	24,037 SH	Increased+21,608 SH
CANADIAN NAT RES LTD	COM	$880K	0.6%Prev: 0.4%	28,041 SH	Increased+15,470 SH
CARVANA CO	CL A	$252K	0.2%	747 SH	New
CATERPILLAR INC	COM	$505K	0.3%Prev: 0.3%	1,302 SH	Increased+179 SH
CHIPOTLE MEXICAN GRILL INC	COM	$376K	0.3%Prev: 0.3%	6,700 SH	Increased+1,800 SH
CHUBB LIMITED	COM	$869K	0.6%Prev: 0.6%	3,000 SH	Increased
CITIGROUP INC	COM NEW	$2.3M	1.6%Prev: 1.2%	27,438 SH	Increased+4,694 SH
CORNING INC	COM	$328K	0.2%Prev: 0.2%	6,231 SH	Increased+872 SH
COSTCO WHSL CORP NEW	COM	$3.6M	2.4%Prev: 2.3%	3,650 SH	Increased+400 SH
DEERE & CO	COM	$1.0M	0.7%Prev: 1.4%	1,977 SH	Decreased-2,417 SH
DELL TECHNOLOGIES INC	CL C	$235K	0.2%Prev: 0.9%	1,916 SH	Decreased-6,118 SH
DIGITAL RLTY TR INC	COM	$635K	0.4%	3,641 SH	New
DUKE ENERGY CORP NEW	COM NEW	$670K	0.5%Prev: 0.4%	5,676 SH	Increased+594 SH
EATON CORP PLC	SHS	$291K	0.2%Prev: 0.2%	816 SH	Increased+48 SH
ELI LILLY & CO	COM	$3.8M	2.5%Prev: 3.8%	4,825 SH	Decreased-224 SH
EMERSON ELEC CO	COM	$256K	0.2%	1,919 SH	New
EVERSOURCE ENERGY	COM	$1.3M	0.9%Prev: 0.4%	19,778 SH	Increased+10,327 SH
EXXON MOBIL CORP	COM	$3.0M	2.0%Prev: 2.5%	27,626 SH	Decreased+1,079 SH
FISERV INC	COM	$201K	0.1%	1,163 SH	New
FIVE9 INC	COM	$370K	0.3%	13,959 SH	New
FREEPORT-MCMORAN INC	CL B	$203K	0.1%	4,679 SH	New
GE AEROSPACE	COM NEW	$410K	0.3%	1,591 SH	New
GENERAL MLS INC	COM	$402K	0.3%	7,760 SH	New
GLOBAL X FDS	US INFR DEV ETF	$650K	0.4%Prev: 0.4%	14,904 SH	Increased+485 SH
GOLDMAN SACHS GROUP INC	COM	$1.4M	1.0%Prev: 0.2%	1,996 SH	Increased+1,391 SH
HOME DEPOT INC	COM	$673K	0.5%Prev: 0.5%	1,835 SH	Increased+130 SH
HUDBAY MINERALS INC	COM	$298K	0.2%Prev: 0.2%	28,064 SH	Increased+6,443 SH
INTUITIVE SURGICAL INC	COM NEW	$791K	0.5%Prev: 1.3%	1,455 SH	Decreased-1,997 SH
INVESCO QQQ TR	UNIT SER 1	$8.6M	5.8%Prev: 6.2%	15,591 SH	Increased+67 SH
ISHARES TR	RUSSELL 2000 ETF	$251K	0.2%Prev: 0.6%	1,163 SH	Decreased-2,208 SH
ISHARES TR	U.S. MED DVC ETF	$577K	0.4%Prev: 0.4%	9,205 SH	Increased-233 SH
JOHNSON & JOHNSON	COM	$372K	0.3%Prev: 0.3%	2,438 SH	Decreased-404 SH
JPMORGAN CHASE & CO.	COM	$3.4M	2.3%Prev: 1.2%	11,714 SH	Increased+4,831 SH
KROGER CO	COM	$2.8M	1.9%Prev: 1.5%	39,718 SH	Increased+2,689 SH
MASTERCARD INCORPORATED	CL A	$231K	0.2%Prev: 0.2%	412 SH	Increased-51 SH
MCDONALDS CORP	COM	$2.9M	2.0%Prev: 2.1%	9,925 SH	Increased-21 SH
MERCADOLIBRE INC	COM	$246K	0.2%	94 SH	New
META PLATFORMS INC	CL A	$5.3M	3.6%Prev: 3.0%	7,212 SH	Increased+31 SH
MICROSOFT CORP	COM	$6.6M	4.4%Prev: 4.7%	13,178 SH	Increased+395 SH
MICROSTRATEGY INC	CL A NEW	$616K	0.4%Prev: 0.2%	1,525 SH	Increased+1,338 SH
MP MATERIALS CORP	COM CL A	$1.3M	0.9%	39,592 SH	New
MUELLER INDS INC	COM	$948K	0.6%	11,930 SH	New
NETFLIX INC	COM	$3.2M	2.2%Prev: 1.5%	2,404 SH	Increased-222 SH
NEXTERA ENERGY INC	COM	$2.2M	1.5%Prev: 2.0%	31,814 SH	Decreased-1,518 SH
NU HLDGS LTD	ORD SHS CL A	$3.7M	2.5%Prev: 2.6%	269,606 SH	Increased+23,674 SH
NUCOR CORP	COM	$317K	0.2%Prev: 0.5%	2,446 SH	Decreased-1,404 SH
NVIDIA CORPORATION	COM	$4.5M	3.0%Prev: 3.1%	28,358 SH	Increased-2,411 SH
ORACLE CORP	COM	$1.3M	0.9%Prev: 0.6%	5,876 SH	Increased+544 SH
OREILLY AUTOMOTIVE INC	COM	$3.3M	2.2%Prev: 1.9%	36,268 SH	Increased+34,084 SH
PALANTIR TECHNOLOGIES INC	CL A	$318K	0.2%	2,332 SH	New
PALO ALTO NETWORKS INC	COM	$818K	0.6%	3,995 SH	New
PHILIP MORRIS INTL INC	COM	$990K	0.7%Prev: 0.5%	5,434 SH	Increased-417 SH
PROCTER AND GAMBLE CO	COM	$1.5M	1.0%Prev: 1.1%	9,357 SH	Increased+1,143 SH
PROGRESSIVE CORP	COM	$527K	0.4%	1,975 SH	New
QUANTA SVCS INC	COM	$296K	0.2%	783 SH	New
ROBINHOOD MKTS INC	COM CL A	$2.4M	1.6%	25,170 SH	New
ROCKWELL AUTOMATION INC	COM	$886K	0.6%	2,668 SH	New
ROSS STORES INC	COM	$202K	0.1%	1,580 SH	New
RTX CORPORATION	COM	$342K	0.2%Prev: 0.2%	2,344 SH	Increased+112 SH
S&P GLOBAL INC	COM	$1.2M	0.8%Prev: 0.2%	2,185 SH	Increased+1,539 SH
SELECT SECTOR SPDR TR	ENERGY	$464K	0.3%Prev: 0.4%	5,476 SH	Decreased-474 SH
SELECT SECTOR SPDR TR	INDL	$2.6M	1.8%Prev: 2.0%	17,826 SH	Increased-2,169 SH
SERVICENOW INC	COM	$453K	0.3%Prev: 0.3%	441 SH	Increased+5 SH
SHELL PLC	SPON ADS	$751K	0.5%Prev: 0.6%	10,661 SH	Decreased-88 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.7%Prev: 0.5%	3,540 SH	Increased+653 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$428K	0.3%	755 SH	New
TEMPUS AI INC	CL A	$2.5M	1.7%	38,657 SH	New
TJX COS INC NEW	COM	$620K	0.4%	5,021 SH	New
UBER TECHNOLOGIES INC	COM	$1.1M	0.8%Prev: 0.6%	12,167 SH	Increased+2,403 SH
UNION PAC CORP	COM	$252K	0.2%Prev: 0.2%	1,094 SH	Increased+16 SH
UNITED RENTALS INC	COM	$1.7M	1.2%Prev: 1.1%	2,319 SH	Increased+284 SH
UNITEDHEALTH GROUP INC	COM	$1.4M	1.0%Prev: 2.1%	4,514 SH	Decreased-353 SH
VANECK ETF TRUST	URANIUM AND NUCL	$229K	0.2%	2,057 SH	New
VERIZON COMMUNICATIONS INC	COM	$413K	0.3%Prev: 0.3%	9,538 SH	Increased+1,046 SH
VERTIV HOLDINGS CO	COM CL A	$1.7M	1.2%Prev: 0.8%	13,591 SH	Increased+2,211 SH
VISA INC	COM CL A	$1.0M	0.7%Prev: 0.5%	2,829 SH	Increased+663 SH
WALMART INC	COM	$5.0M	3.4%Prev: 3.5%	50,689 SH	Increased-12,548 SH
WASTE MGMT INC DEL	COM	$781K	0.5%	3,415 SH	New
WORKDAY INC	CL A	$352K	0.2%Prev: 0.2%	1,468 SH	Increased+334 SH

Sold (vs prior filing)

CELSIUS HLDGS INC — $935K
COCA COLA CO — $211K
COMCAST CORP NEW — $204K
CVS HEALTH CORP — $639K
HONEYWELL INTL INC — $415K
ISHARES BITCOIN TR — $746K
J P MORGAN EXCHANGE TRADED F — $342K
J P MORGAN EXCHANGE TRADED F — $999K
KIMBERLY-CLARK CORP — $426K
MARATHON PETE CORP — $989K
MURPHY OIL CORP — $353K
PEPSICO INC — $241K
PROTALIX BIOTHERAPEUTICS INC — $17K
SALESFORCE INC — $1.2M
SELECT SECTOR SPDR TR — $229K
SELECT SECTOR SPDR TR — $1.7M
TECK RESOURCES LTD — $1.6M
ULTA BEAUTY INC — $914K
VANECK ETF TRUST — $303K
WISDOMTREE TR — $2.0M

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