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: $157.0M97 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$377K	0.2%Prev: 0.3%	2,431 SH	Increased
ABBOTT LABS	COM	$1.0M	0.6%Prev: 0.7%	7,609 SH	Increased-3 SH
ABBVIE INC	COM	$664K	0.4%Prev: 0.3%	2,870 SH	Increased+1,254 SH
ALPHABET INC	CAP STK CL A	$796K	0.5%Prev: 0.4%	3,276 SH	Increased+535 SH
ALPHABET INC	CAP STK CL C	$5.5M	3.5%Prev: 3.4%	22,650 SH	Increased-2,770 SH
AMAZON COM INC	COM	$5.8M	3.7%Prev: 4.0%	26,451 SH	Increased+298 SH
AMERICAN INTL GROUP INC	COM NEW	$473K	0.3%Prev: 0.4%	6,027 SH	Increased
AMERICAN TOWER CORP NEW	COM	$253K	0.2%Prev: 0.2%	1,317 SH	Decreased+85 SH
APOLLO GLOBAL MGMT INC	COM	$241K	0.2%	1,806 SH	New
APPLE INC	COM	$5.8M	3.7%Prev: 4.0%	22,746 SH	Increased+1,563 SH
APPLIED INDL TECHNOLOGIES IN	COM	$220K	0.1%	842 SH	New
APPLIED MATLS INC	COM	$822K	0.5%Prev: 0.6%	4,016 SH	Increased+56 SH
APPLOVIN CORP	COM CL A	$495K	0.3%	689 SH	New
AT&T INC	COM	$3.2M	2.1%Prev: 1.2%	114,392 SH	Increased+44,664 SH
AURORA INNOVATION INC	CLASS A COM	$552K	0.4%Prev: 0.6%	102,381 SH	Decreased-31,345 SH
BANK AMERICA CORP	COM	$988K	0.6%Prev: 0.7%	19,153 SH	Increased-1,212 SH
BARRICK MNG CORP	COM SHS	$1.6M	1.0%	48,767 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	2.7%Prev: 2.8%	8,406 SH	Increased+768 SH
BITMINE IMMERSION TECNOLOGIE	COM NEW	$506K	0.3%	9,736 SH	New
BLACKSTONE INC	COM	$218K	0.1%	1,276 SH	New
BLOCK INC	CL A	$786K	0.5%	10,877 SH	New
BROADCOM INC	COM	$7.1M	4.5%Prev: 3.4%	21,475 SH	Increased-3,003 SH
CANADIAN NAT RES LTD	COM	$925K	0.6%Prev: 0.3%	28,936 SH	Increased+16,219 SH
CARVANA CO	CL A	$252K	0.2%	667 SH	New
CATERPILLAR INC	COM	$630K	0.4%Prev: 0.4%	1,321 SH	Increased+206 SH
CHIPOTLE MEXICAN GRILL INC	COM	$262K	0.2%Prev: 0.2%	6,691 SH	Decreased+1,477 SH
CHUBB LIMITED	COM	$847K	0.5%Prev: 0.7%	3,000 SH	Decreased
CITIGROUP INC	COM NEW	$2.5M	1.6%Prev: 1.2%	24,394 SH	Increased+1,083 SH
CORNING INC	COM	$516K	0.3%Prev: 0.2%	6,287 SH	Increased+106 SH
COSTCO WHSL CORP NEW	COM	$3.4M	2.2%Prev: 2.5%	3,726 SH	Increased+252 SH
DEERE & CO	COM	$900K	0.6%Prev: 0.7%	1,968 SH	Increased+28 SH
DIGITAL RLTY TR INC	COM	$629K	0.4%Prev: 0.4%	3,638 SH	Increased+463 SH
DUKE ENERGY CORP NEW	COM NEW	$702K	0.4%Prev: 0.5%	5,669 SH	Increased+551 SH
EATON CORP PLC	SHS	$305K	0.2%Prev: 0.2%	816 SH	Increased+2 SH
ELI LILLY & CO	COM	$3.8M	2.4%Prev: 3.3%	4,920 SH	Decreased+272 SH
EMERSON ELEC CO	COM	$252K	0.2%	1,920 SH	New
EVERSOURCE ENERGY	COM	$953K	0.6%Prev: 0.5%	13,402 SH	Increased+3,945 SH
EXXON MOBIL CORP	COM	$3.2M	2.1%Prev: 2.5%	28,660 SH	Increased+2,705 SH
FIVE9 INC	COM	$349K	0.2%	14,438 SH	New
GE AEROSPACE	COM NEW	$464K	0.3%Prev: 0.2%	1,542 SH	Increased+377 SH
GENERAL MLS INC	COM	$390K	0.2%	7,739 SH	New
GLOBAL X FDS	US INFR DEV ETF	$713K	0.5%Prev: 0.5%	14,966 SH	Increased+408 SH
GOLDMAN SACHS GROUP INC	COM	$1.6M	1.0%Prev: 0.5%	2,034 SH	Increased+691 SH
HOME DEPOT INC	COM	$745K	0.5%Prev: 0.6%	1,838 SH	Increased+136 SH
HUDBAY MINERALS INC	COM	$427K	0.3%Prev: 0.2%	28,155 SH	Increased+6,766 SH
INTUITIVE SURGICAL INC	COM NEW	$644K	0.4%Prev: 0.2%	1,441 SH	Increased+865 SH
INVESCO QQQ TR	UNIT SER 1	$9.1M	5.8%Prev: 6.1%	15,210 SH	Increased-126 SH
ISHARES TR	RUSSELL 2000 ETF	$280K	0.2%Prev: 2.1%	1,157 SH	Decreased-10,683 SH
ISHARES TR	U.S. MED DVC ETF	$564K	0.4%Prev: 0.4%	9,389 SH	Increased+297 SH
JOHNSON & JOHNSON	COM	$447K	0.3%Prev: 0.4%	2,410 SH	Increased-274 SH
JPMORGAN CHASE & CO.	COM	$3.7M	2.4%Prev: 1.8%	11,730 SH	Increased+1,093 SH
KROGER CO	COM	$2.7M	1.7%Prev: 1.7%	40,293 SH	Increased+3,026 SH
MASTERCARD INCORPORATED	CL A	$240K	0.2%Prev: 0.2%	423 SH	Increased-15 SH
MCDONALDS CORP	COM	$3.1M	2.0%Prev: 2.4%	10,092 SH	Increased+457 SH
MERCADOLIBRE INC	COM	$243K	0.2%	104 SH	New
META PLATFORMS INC	CL A	$5.1M	3.3%Prev: 3.3%	6,971 SH	Increased-142 SH
MICROSOFT CORP	COM	$6.8M	4.4%Prev: 4.5%	13,192 SH	Increased+411 SH
MP MATERIALS CORP	COM CL A	$2.7M	1.7%	39,588 SH	New
MUELLER INDS INC	COM	$1.2M	0.8%	12,359 SH	New
NETFLIX INC	COM	$2.5M	1.6%Prev: 1.5%	2,112 SH	Increased-531 SH
NEXTERA ENERGY INC	COM	$2.4M	1.5%Prev: 2.2%	31,950 SH	Decreased-760 SH
NU HLDGS LTD	ORD SHS CL A	$4.3M	2.8%Prev: 2.9%	271,336 SH	Increased+10,187 SH
NUCOR CORP	COM	$303K	0.2%Prev: 0.5%	2,239 SH	Decreased-1,742 SH
NVIDIA CORPORATION	COM	$5.3M	3.4%Prev: 3.1%	28,362 SH	Increased-2,813 SH
ORACLE CORP	COM	$1.5M	0.9%Prev: 0.7%	5,268 SH	Increased-137 SH
OREILLY AUTOMOTIVE INC	COM	$3.7M	2.4%Prev: 2.1%	34,557 SH	Increased+32,344 SH
PALANTIR TECHNOLOGIES INC	CL A	$365K	0.2%	2,001 SH	New
PALO ALTO NETWORKS INC	COM	$812K	0.5%	3,986 SH	New
PHILIP MORRIS INTL INC	COM	$876K	0.6%Prev: 0.6%	5,401 SH	Increased-503 SH
PROCTER AND GAMBLE CO	COM	$1.4M	0.9%Prev: 1.2%	9,352 SH	Increased+1,136 SH
PROGRESSIVE CORP	COM	$489K	0.3%	1,982 SH	New
QUANTA SVCS INC	COM	$320K	0.2%	772 SH	New
ROBINHOOD MKTS INC	COM CL A	$2.9M	1.8%	20,132 SH	New
ROCKWELL AUTOMATION INC	COM	$946K	0.6%	2,706 SH	New
ROSS STORES INC	COM	$251K	0.2%	1,646 SH	New
RTX CORPORATION	COM	$392K	0.2%Prev: 0.2%	2,344 SH	Increased+15 SH
S&P GLOBAL INC	COM	$1.1M	0.7%Prev: 0.6%	2,230 SH	Increased+846 SH
SELECT SECTOR SPDR TR	ENERGY	$466K	0.3%Prev: 0.4%	5,220 SH	Decreased-738 SH
SELECT SECTOR SPDR TR	INDL	$2.8M	1.8%Prev: 2.3%	18,162 SH	Increased-2,477 SH
SERVICENOW INC	COM	$416K	0.3%Prev: 0.3%	452 SH	Increased+24 SH
SHELL PLC	SPON ADS	$775K	0.5%Prev: 0.6%	10,838 SH	Increased+52 SH
SHOPIFY INC	CL A SUB VTG SHS	$240K	0.2%	1,614 SH	New
SPDR GOLD TR	GOLD SHS	$1.3M	0.8%Prev: 0.6%	3,605 SH	Increased+735 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$471K	0.3%	791 SH	New
TEMPUS AI INC	CL A	$2.8M	1.8%	34,734 SH	New
TJX COS INC NEW	COM	$726K	0.5%	5,025 SH	New
UBER TECHNOLOGIES INC	COM	$1.2M	0.7%Prev: 0.6%	11,927 SH	Increased+1,415 SH
UNION PAC CORP	COM	$259K	0.2%Prev: 0.2%	1,096 SH	Decreased+17 SH
UNITED RENTALS INC	COM	$628K	0.4%Prev: 1.3%	658 SH	Decreased-1,379 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	1.0%Prev: 2.1%	4,404 SH	Decreased-122 SH
VANECK ETF TRUST	URANIUM AND NUCL	$303K	0.2%	2,235 SH	New
VERIZON COMMUNICATIONS INC	COM	$423K	0.3%Prev: 0.3%	9,616 SH	Increased+1,127 SH
VERTIV HOLDINGS CO	COM CL A	$2.1M	1.3%Prev: 0.9%	13,704 SH	Increased+1,941 SH
VISA INC	COM CL A	$970K	0.6%Prev: 0.3%	2,841 SH	Increased+1,547 SH
WALMART INC	COM	$5.3M	3.3%Prev: 4.1%	50,970 SH	Increased-11,061 SH
WASTE MGMT INC DEL	COM	$756K	0.5%	3,422 SH	New
WORKDAY INC	CL A	$365K	0.2%Prev: 0.2%	1,516 SH	Increased+398 SH

Sold (vs prior filing)

D R HORTON INC — $277K
DELL TECHNOLOGIES INC — $970K
EDISON INTL — $221K
HONEYWELL INTL INC — $385K
ISHARES TR — $731K
KIMCO RLTY CORP — $654K
MICROSTRATEGY INC — $331K
MURPHY OIL CORP — $271K
PEPSICO INC — $245K
PROTALIX BIOTHERAPEUTICS INC — $15K
SELECT SECTOR SPDR TR — $251K
SELECT SECTOR SPDR TR — $1.9M
TECK RESOURCES LTD — $1.7M
ULTA BEAUTY INC — $412K
WISDOMTREE TR — $2.1M

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