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: $172.9M103 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$391K	0.2%Prev: 0.3%	2,441 SH	Increased+10 SH
ABBOTT LABS	COM	$272K	0.2%Prev: 0.7%	2,175 SH	Decreased-5,385 SH
ABBVIE INC	COM	$660K	0.4%Prev: 0.2%	2,890 SH	Increased+1,266 SH
ALPHABET INC	CAP STK CL A	$977K	0.6%Prev: 0.4%	3,120 SH	Increased+200 SH
ALPHABET INC	CAP STK CL C	$6.8M	3.9%Prev: 3.8%	21,729 SH	Increased-3,038 SH
AMAZON COM INC	COM	$6.0M	3.5%Prev: 4.4%	25,850 SH	Increased+794 SH
AMERICAN INTL GROUP INC	COM NEW	$516K	0.3%Prev: 0.4%	6,027 SH	Increased
AMERICAN TOWER CORP NEW	COM	$227K	0.1%Prev: 0.2%	1,295 SH	Decreased+28 SH
APOLLO GLOBAL MGMT INC	COM	$270K	0.2%	1,865 SH	New
APPLE INC	COM	$6.0M	3.5%Prev: 4.3%	21,962 SH	Increased+275 SH
APPLIED INDL TECHNOLOGIES IN	COM	$223K	0.1%	870 SH	New
APPLIED MATLS INC	COM	$1.0M	0.6%Prev: 0.5%	4,024 SH	Increased+257 SH
APPLOVIN CORP	COM CL A	$479K	0.3%Prev: 0.2%	711 SH	Increased-18 SH
AT&T INC	COM	$2.8M	1.6%Prev: 1.9%	113,341 SH	Increased+11,652 SH
AURORA INNOVATION INC	CLASS A COM	$403K	0.2%Prev: 0.5%	104,911 SH	Decreased+12,689 SH
BANK AMERICA CORP	COM	$1.0M	0.6%Prev: 0.7%	19,075 SH	Increased-251 SH
BARRICK MNG CORP	COM SHS	$2.1M	1.2%	47,327 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	2.4%Prev: 2.8%	8,242 SH	Increased+377 SH
BITMINE IMMERSION TECNOLOGIE	COM NEW	$272K	0.2%	10,027 SH	New
BLACKSTONE INC	COM	$202K	0.1%	1,310 SH	New
BLOCK INC	CL A	$727K	0.4%Prev: 0.6%	11,174 SH	Decreased+1,870 SH
BROADCOM INC	COM	$6.9M	4.0%Prev: 4.3%	19,808 SH	Increased-3,528 SH
CANADIAN NAT RES LTD	COM	$959K	0.6%Prev: 0.6%	28,341 SH	Increased+4,770 SH
CARVANA CO	CL A	$295K	0.2%	698 SH	New
CATERPILLAR INC	COM	$740K	0.4%Prev: 0.3%	1,292 SH	Increased+143 SH
CHIPOTLE MEXICAN GRILL INC	COM	$233K	0.1%Prev: 0.3%	6,293 SH	Decreased+214 SH
CHUBB LIMITED	COM	$936K	0.5%Prev: 0.7%	3,000 SH	Increased
CITIGROUP INC	COM NEW	$2.8M	1.6%Prev: 1.4%	23,800 SH	Increased-1,621 SH
CORNING INC	COM	$582K	0.3%Prev: 0.2%	6,653 SH	Increased+473 SH
COSTCO WHSL CORP NEW	COM	$3.2M	1.8%Prev: 2.6%	3,682 SH	Decreased+199 SH
DEERE & CO	COM	$868K	0.5%Prev: 0.7%	1,864 SH	Increased-110 SH
DIGITAL RLTY TR INC	COM	$545K	0.3%Prev: 0.5%	3,520 SH	Decreased+190 SH
DUKE ENERGY CORP NEW	COM NEW	$642K	0.4%Prev: 0.5%	5,473 SH	Increased+96 SH
EATON CORP PLC	SHS	$254K	0.1%Prev: 0.2%	797 SH	Decreased-17 SH
ELI LILLY & CO	COM	$5.0M	2.9%Prev: 2.8%	4,696 SH	Increased+85 SH
EMERSON ELEC CO	COM	$244K	0.1%Prev: 0.2%	1,841 SH	Increased+115 SH
EVERSOURCE ENERGY	COM	$620K	0.4%Prev: 1.1%	9,205 SH	Decreased-15,544 SH
EXXON MOBIL CORP	COM	$3.4M	2.0%Prev: 2.3%	28,408 SH	Increased+2,144 SH
FIVE9 INC	COM	$299K	0.2%	14,913 SH	New
GE AEROSPACE	COM NEW	$443K	0.3%Prev: 0.2%	1,439 SH	Increased+24 SH
GLOBAL X FDS	US INFR DEV ETF	$721K	0.4%Prev: 0.5%	15,090 SH	Increased-399 SH
GOLDMAN SACHS GROUP INC	COM	$1.7M	1.0%Prev: 0.8%	1,930 SH	Increased+128 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$236K	0.1%	8,401 SH	New
HOME DEPOT INC	COM	$585K	0.3%Prev: 0.6%	1,701 SH	Decreased-80 SH
HUDBAY MINERALS INC	COM	$542K	0.3%Prev: 0.2%	27,318 SH	Increased+3,546 SH
INTUITIVE SURGICAL INC	COM NEW	$750K	0.4%Prev: 0.5%	1,325 SH	Increased+14 SH
INVESCO QQQ TR	UNIT SER 1	$8.9M	5.2%Prev: 6.0%	14,518 SH	Increased-180 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$772K	0.4%	15,543 SH	New
ISHARES TR	RUSSELL 2000 ETF	$280K	0.2%Prev: 2.2%	1,137 SH	Decreased-11,407 SH
ISHARES TR	U.S. MED DVC ETF	$590K	0.3%Prev: 0.4%	9,486 SH	Increased+707 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$280K	0.2%	4,896 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.2M	0.7%	21,157 SH	New
JOHNSON & JOHNSON	COM	$509K	0.3%Prev: 0.3%	2,458 SH	Increased-111 SH
JPMORGAN CHASE & CO.	COM	$3.7M	2.1%Prev: 2.1%	11,375 SH	Increased+228 SH
KROGER CO	COM	$2.5M	1.4%Prev: 1.9%	39,360 SH	Increased+190 SH
MASTERCARD INCORPORATED	CL A	$223K	0.1%Prev: 0.2%	391 SH	Increased-20 SH
MCDONALDS CORP	COM	$3.0M	1.7%Prev: 2.2%	9,776 SH	Increased+242 SH
MERCADOLIBRE INC	COM	$218K	0.1%	108 SH	New
META PLATFORMS INC	CL A	$4.5M	2.6%Prev: 3.2%	6,771 SH	Increased-114 SH
MICROSOFT CORP	COM	$6.3M	3.6%Prev: 4.2%	12,992 SH	Increased+578 SH
MP MATERIALS CORP	COM CL A	$1.5M	0.9%	29,206 SH	New
MUELLER INDS INC	COM	$1.4M	0.8%Prev: 0.7%	12,433 SH	Increased+1,896 SH
NETFLIX INC	COM	$1.9M	1.1%Prev: 1.7%	20,691 SH	Decreased+18,303 SH
NEXTERA ENERGY INC	COM	$2.5M	1.4%Prev: 1.8%	31,176 SH	Increased-78 SH
NU HLDGS LTD	ORD SHS CL A	$4.1M	2.4%Prev: 2.1%	247,691 SH	Increased-3,403 SH
NUCOR CORP	COM	$325K	0.2%Prev: 0.2%	1,995 SH	Increased-150 SH
NVIDIA CORPORATION	COM	$4.9M	2.8%Prev: 2.8%	26,057 SH	Increased+311 SH
ORACLE CORP	COM	$1.3M	0.8%Prev: 0.7%	6,891 SH	Increased+1,687 SH
OREILLY AUTOMOTIVE INC	COM	$3.1M	1.8%Prev: 2.1%	33,876 SH	Increased+31,621 SH
PALANTIR TECHNOLOGIES INC	CL A	$357K	0.2%	2,010 SH	New
PALO ALTO NETWORKS INC	COM	$750K	0.4%Prev: 0.5%	4,071 SH	Increased+500 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.8%Prev: 0.5%	8,587 SH	Increased+2,931 SH
PROCTER AND GAMBLE CO	COM	$1.3M	0.7%Prev: 1.2%	8,987 SH	Decreased+126 SH
PROGRESSIVE CORP	COM	$442K	0.3%	1,939 SH	New
QUANTA SVCS INC	COM	$308K	0.2%Prev: 0.2%	730 SH	Increased-108 SH
ROBINHOOD MKTS INC	COM CL A	$1.8M	1.1%Prev: 0.7%	16,101 SH	Increased-6,903 SH
ROCKWELL AUTOMATION INC	COM	$985K	0.6%Prev: 0.5%	2,531 SH	Increased+322 SH
ROSS STORES INC	COM	$302K	0.2%	1,677 SH	New
RTX CORPORATION	COM	$422K	0.2%Prev: 0.2%	2,299 SH	Increased-43 SH
S&P GLOBAL INC	COM	$1.2M	0.7%Prev: 0.8%	2,231 SH	Increased+283 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$446K	0.3%	9,985 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$2.9M	1.7%	18,437 SH	New
SERVICENOW INC	COM	$332K	0.2%Prev: 0.3%	2,165 SH	Decreased+1,789 SH
SHELL PLC	SPON ADS	$806K	0.5%Prev: 0.5%	10,964 SH	Increased+333 SH
SHOPIFY INC	CL A SUB VTG SHS	$254K	0.1%	1,577 SH	New
SPDR GOLD TR	GOLD SHS	$1.5M	0.8%Prev: 0.5%	3,685 SH	Increased+865 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$694K	0.4%Prev: 0.2%	1,151 SH	Increased+649 SH
SSGA ACTIVE ETF TR	STATE STREET DOU	$9.3M	5.4%	230,699 SH	New
TEMPUS AI INC	CL A	$1.8M	1.1%	31,071 SH	New
TJX COS INC NEW	COM	$758K	0.4%	4,935 SH	New
UBER TECHNOLOGIES INC	COM	$967K	0.6%Prev: 0.5%	11,830 SH	Increased+644 SH
UNION PAC CORP	COM	$253K	0.1%Prev: 0.2%	1,095 SH	Increased+14 SH
UNITED RENTALS INC	COM	$539K	0.3%Prev: 1.2%	666 SH	Decreased-1,503 SH
UNITEDHEALTH GROUP INC	COM	$1.4M	0.8%Prev: 1.8%	4,171 SH	Decreased-233 SH
VANECK ETF TRUST	URANIUM AND NUCL	$342K	0.2%	2,756 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$495K	0.3%	9,933 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.3M	4.8%	99,012 SH	New
VERIZON COMMUNICATIONS INC	COM	$285K	0.2%Prev: 0.3%	6,998 SH	Decreased-1,681 SH
VERTIV HOLDINGS CO	COM CL A	$2.0M	1.1%Prev: 1.1%	12,264 SH	Increased-231 SH
VISA INC	COM CL A	$975K	0.6%Prev: 0.3%	2,780 SH	Increased+1,501 SH
WALMART INC	COM	$5.4M	3.1%Prev: 3.6%	48,788 SH	Increased-1,684 SH
WASTE MGMT INC DEL	COM	$730K	0.4%	3,324 SH	New
WORKDAY INC	CL A	$320K	0.2%Prev: 0.3%	1,488 SH	Increased+259 SH

Sold (vs prior filing)

DELL TECHNOLOGIES INC — $206K
EDISON INTL — $213K
FISERV INC — $221K
GENERAL MLS INC — $494K
HONEYWELL INTL INC — $386K
KIMCO RLTY CORP — $704K
MICROSTRATEGY INC — $966K
PEPSICO INC — $603K
SELECT SECTOR SPDR TR — $496K
SELECT SECTOR SPDR TR — $2.9M
SELECT SECTOR SPDR TR — $265K
WISDOMTREE TR — $516K

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