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: $183.1M103 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$354K	0.2%Prev: 0.3%	2,440 SH	Decreased+9 SH
ABBOTT LABORATORIES	COM	$222K	0.1%	2,163 SH	New
ABBVIE INC	COM	$611K	0.3%Prev: 0.3%	2,810 SH	Increased+1,149 SH
ALPHABET INC	CAP STK CL A	$952K	0.5%Prev: 0.4%	3,312 SH	Increased+270 SH
ALPHABET INC	CAP STK CL C	$6.3M	3.4%Prev: 3.2%	22,007 SH	Increased-3,605 SH
AMAZON COM INC	COM	$5.6M	3.1%Prev: 3.9%	26,909 SH	Increased+1,193 SH
AMERICAN INTL GROUP INC	COM NEW	$454K	0.2%Prev: 0.4%	6,027 SH	Decreased
AMPHENOL CORP	CL A	$311K	0.2%	2,460 SH	New
APPLE INC	COM	$5.9M	3.2%Prev: 4.0%	23,204 SH	Increased+942 SH
APPLIED INDL TECHNOLOGIES IN	COM	$212K	0.1%	799 SH	New
APPLIED MATLS INC	COM	$1.3M	0.7%Prev: 0.5%	3,762 SH	Increased-157 SH
APPLOVIN CORP	COM CL A	$272K	0.1%Prev: 0.2%	684 SH	Increased-138 SH
AT&T INC	COM	$3.5M	1.9%Prev: 2.5%	121,961 SH	Increased+11,571 SH
AURORA INNOVATION INC	CLASS A COM	$412K	0.2%Prev: 0.6%	100,090 SH	Decreased-1,549 SH
BANK AMERICA CORP	COM	$911K	0.5%Prev: 0.6%	18,679 SH	Increased-580 SH
BARRICK MNG CORP	COM SHS	$2.1M	1.1%	51,594 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	2.3%Prev: 3.5%	8,779 SH	Decreased+658 SH
BLOCK INC	CL A	$798K	0.4%Prev: 0.4%	13,268 SH	Increased+3,493 SH
BOEING CO	COM	$558K	0.3%	2,803 SH	New
BROADCOM INC	COM	$6.3M	3.5%Prev: 3.2%	20,430 SH	Increased-3,298 SH
CANADIAN NAT RES LTD MED TER	COM	$1.6M	0.9%	32,540 SH	New
CAPITAL ONE FINL CORP	COM	$358K	0.2%	1,963 SH	New
CATERPILLAR INC	COM	$809K	0.4%Prev: 0.3%	1,142 SH	Increased-141 SH
CHIPOTLE MEXICAN GRILL INC	COM	$211K	0.1%Prev: 0.3%	6,582 SH	Decreased+41 SH
CHUBB LTD SWITZ	COM	$978K	0.5%	3,000 SH	New
CITIGROUP INC	COM NEW	$2.9M	1.6%Prev: 1.5%	25,331 SH	Increased-1,496 SH
CORNING INC	COM	$839K	0.5%Prev: 0.2%	6,172 SH	Increased-12 SH
COSTCO WHOLESALE CORPORATION	COM	$4.0M	2.2%	4,044 SH	New
DEERE & CO	COM	$1.1M	0.6%Prev: 0.7%	1,940 SH	Increased-14 SH
DIGITAL RLTY TR INC	COM	$694K	0.4%Prev: 0.4%	3,849 SH	Increased+459 SH
DUKE ENERGY CORP NEW	COM NEW	$839K	0.5%Prev: 0.5%	6,407 SH	Increased+968 SH
EATON CORP PLC	SHS	$265K	0.1%Prev: 0.2%	740 SH	Increased-89 SH
EDISON INTL	COM	$237K	0.1%	3,238 SH	New
ELI LILLY & CO	COM	$5.0M	2.7%Prev: 3.1%	5,421 SH	Increased+768 SH
EMERSON ELEC CO	COM	$268K	0.1%	2,045 SH	New
EVERSOURCE ENERGY	COM	$932K	0.5%Prev: 1.2%	13,448 SH	Decreased-11,245 SH
EXXON MOBIL CORP	COM	$5.3M	2.9%Prev: 2.6%	30,967 SH	Increased+4,195 SH
FIVE9 INC	COM	$275K	0.2%	18,107 SH	New
FREEPORT MCMORAN INC	CL B	$216K	0.1%	3,682 SH	New
GE AEROSPACE	COM NEW	$404K	0.2%Prev: 0.2%	1,424 SH	Increased-87 SH
GLOBAL X FDS	US INFR DEV ETF	$767K	0.4%Prev: 0.5%	15,093 SH	Increased-531 SH
GOLDMAN SACHS GROUP INC	COM	$1.8M	1.0%Prev: 0.9%	2,072 SH	Increased+135 SH
HOME DEPOT INC	COM	$613K	0.3%Prev: 0.5%	1,863 SH	Decreased+70 SH
HUDBAY MINERALS INC	COM	$494K	0.3%Prev: 0.2%	23,635 SH	Increased-4,080 SH
INTUITIVE SURGICAL INC	COM NEW	$607K	0.3%Prev: 0.6%	1,317 SH	Decreased-84 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$471K	0.3%	4,299 SH	New
INVESCO QQQ TR	UNIT SER 1	$9.1M	5.0%Prev: 5.7%	15,727 SH	Increased+568 SH
ISHARES TR	MSCI EMG MKT ETF	$432K	0.2%	7,615 SH	New
ISHARES TR	RUSSELL 2000 ETF	$266K	0.1%Prev: 2.1%	1,071 SH	Decreased-12,246 SH
ISHARES TR	U.S. MED DVC ETF	$413K	0.2%Prev: 0.4%	7,737 SH	Decreased-1,371 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$274K	0.1%	4,838 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	0.6%	20,377 SH	New
JOHNSON & JOHNSON	COM	$668K	0.4%Prev: 0.3%	2,732 SH	Increased+302 SH
JPMORGAN CHASE & CO	COM	$3.6M	1.9%	12,123 SH	New
KROGER CO	COM	$3.2M	1.7%Prev: 2.1%	43,829 SH	Increased+4,691 SH
MCDONALDS CORP	COM	$3.3M	1.8%Prev: 2.4%	10,711 SH	Increased+1,060 SH
META PLATFORMS INC	CL A	$4.1M	2.2%Prev: 3.3%	7,109 SH	Decreased-12 SH
MICROSOFT CORP	COM	$5.0M	2.8%Prev: 3.9%	13,621 SH	Increased+723 SH
MP MATERIALS CORP	COM CL A	$1.6M	0.9%	32,448 SH	New
MUELLER INDS INC	COM	$1.5M	0.8%Prev: 0.9%	13,838 SH	Increased-64 SH
NETFLIX INC.	COM	$2.2M	1.2%	22,813 SH	New
NEXTERA ENERGY INC	COM	$3.1M	1.7%Prev: 1.8%	33,352 SH	Increased+2,426 SH
NU HLDGS LTD	ORD SHS CL A	$3.9M	2.1%Prev: 2.1%	271,994 SH	Increased+11,225 SH
NUCOR CORP	COM	$362K	0.2%Prev: 0.2%	2,139 SH	Increased-159 SH
NVIDIA CORPORATION	COM	$4.8M	2.6%Prev: 2.4%	27,547 SH	Increased+21 SH
OKTA INC	CL A	$255K	0.1%	3,242 SH	New
ORACLE CORP	COM	$1.0M	0.6%Prev: 0.7%	7,013 SH	Increased+1,043 SH
OREILLY AUTOMOTIVE INC	COM	$3.3M	1.8%Prev: 2.7%	36,165 SH	Decreased+33,795 SH
PALANTIR TECHNOLOGIES INC	CL A	$280K	0.2%Prev: 0.2%	1,916 SH	Increased-499 SH
PALO ALTO NETWORKS INC	COM	$614K	0.3%Prev: 0.5%	3,828 SH	Decreased-145 SH
PHILIP MORRIS INTL INC	COM	$1.5M	0.8%Prev: 0.7%	8,985 SH	Increased+3,315 SH
PROCTER & GAMBLE CO	COM	$1.4M	0.8%	9,775 SH	New
PROGRESSIVE CORP	COM	$454K	0.2%	2,292 SH	New
PULTE GROUP INC	COM	$238K	0.1%	2,027 SH	New
QUANTA SVCS INC	COM	$366K	0.2%Prev: 0.2%	666 SH	Increased-243 SH
QXO INC	COM NEW	$243K	0.1%	12,522 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.3M	0.7%Prev: 0.8%	19,023 SH	Increased-5,573 SH
ROCKWELL AUTOMATION INC	COM	$1.0M	0.6%Prev: 0.5%	2,905 SH	Increased+379 SH
ROSS STORES INC	COM	$344K	0.2%	1,590 SH	New
RTX CORPORATION	COM	$441K	0.2%Prev: 0.2%	2,285 SH	Increased-58 SH
S&P GLOBAL INC	COM	$208K	0.1%Prev: 0.9%	489 SH	Decreased-1,634 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$666K	0.4%	10,865 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$3.3M	1.8%	20,110 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$648K	0.4%	12,963 SH	New
SHELL PLC	SPON ADS	$989K	0.5%Prev: 0.6%	10,638 SH	Increased-82 SH
SPDR GOLD TR	GOLD SHS	$1.6M	0.9%Prev: 0.7%	3,730 SH	Increased+790 SH
SSGA ACTIVE ETF TR	STATE STREET DOU	$10.5M	5.7%	264,473 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.9M	1.0%	3,069 SH	New
TEMPUS AI INC	CL A	$1.6M	0.9%	35,024 SH	New
TJX COS INC NEW	COM	$877K	0.5%	5,492 SH	New
UBER TECHNOLOGIES INC	COM	$857K	0.5%Prev: 0.7%	11,916 SH	Decreased+37 SH
UNION PAC CORP	COM	$264K	0.1%Prev: 0.2%	1,089 SH	Increased+7 SH
UNITED PARCEL SVCS INC	CL B	$383K	0.2%	3,893 SH	New
UNITED RENTALS INC	COM	$502K	0.3%Prev: 1.2%	689 SH	Decreased-1,597 SH
UNITEDHEALTH GROUP INC	COM	$843K	0.5%Prev: 1.9%	3,115 SH	Decreased-1,410 SH
VANECK ETF TRUST	URANIUM AND NUCL	$354K	0.2%	2,661 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$575K	0.3%	11,553 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.2M	5.6%	123,196 SH	New
VERIZON COMMUNICATIONS INC	COM	$355K	0.2%Prev: 0.4%	7,081 SH	Decreased-2,552 SH
VERTIV HOLDINGS CO	COM CL A	$3.4M	1.9%Prev: 0.8%	13,543 SH	Increased+490 SH
VISA INC	COM CL A	$883K	0.5%Prev: 0.4%	2,922 SH	Increased+1,523 SH
WALMART INC	COM	$6.5M	3.5%Prev: 3.5%	52,045 SH	Increased+2,041 SH
WASTE MGMT INC DEL	COM	$866K	0.5%	3,769 SH	New

Sold (vs prior filing)

ABBOTT LABS — $992K
AMERICAN AIRLS GROUP INC — $108K
AMERICAN TOWER CORP NEW — $292K
CANADIAN NAT RES LTD — $826K
CHUBB LIMITED — $906K
COSTCO WHSL CORP NEW — $3.4M
FISERV INC — $255K
GENERAL MLS INC — $474K
JPMORGAN CHASE & CO. — $2.8M
KIMCO RLTY CORP — $659K
MASTERCARD INCORPORATED — $225K
MICROSTRATEGY INC — $430K
NETFLIX INC — $2.3M
PEPSICO INC — $593K
PROCTER AND GAMBLE CO — $1.5M
SELECT SECTOR SPDR TR — $539K
SELECT SECTOR SPDR TR — $3.0M
SELECT SECTOR SPDR TR — $206K
SERVICENOW INC — $346K
SPDR S&P MIDCAP 400 ETF TR — $343K
… and 1 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