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: $194.9M111 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$395K	0.2%Prev: 0.3%	2,440 SH	Increased+9 SH
ABBOTT LABORATORIES	COM	$225K	0.1%	2,477 SH	New
ABBVIE INC	COM	$709K	0.4%Prev: 0.4%	2,819 SH	Increased-84 SH
AIR PRODUCTS AND CHEMICALS I	COM	$400K	0.2%	1,365 SH	New
ALPHABET INC	CAP STK CL A	$939K	0.5%Prev: 0.4%	2,626 SH	Increased-611 SH
ALPHABET INC	CAP STK CL C	$6.9M	3.5%Prev: 2.9%	19,565 SH	Increased-4,746 SH
AMAZON COM INC	COM	$6.3M	3.2%Prev: 3.9%	26,377 SH	Increased+231 SH
AMERICAN INTL GROUP INC	COM NEW	$449K	0.2%Prev: 0.3%	6,027 SH	Decreased
AMERICAN TOWER CORP	COM	$288K	0.1%	1,759 SH	New
AMPHENOL CORP	CL A	$422K	0.2%	2,392 SH	New
APPLE INC	COM	$6.4M	3.3%Prev: 3.1%	22,222 SH	Increased-299 SH
APPLIED INDL TECHNOLOGIES IN	COM	$242K	0.1%Prev: 0.1%	715 SH	Increased-167 SH
APPLIED MATLS INC	COM	$2.8M	1.4%Prev: 0.5%	3,836 SH	Increased-162 SH
APPLOVIN CORP	COM CL A	$318K	0.2%Prev: 0.2%	617 SH	Increased-164 SH
ARCH CAP GROUP LTD	ORD	$345K	0.2%	3,558 SH	New
AT&T INC	COM	$2.5M	1.3%Prev: 2.2%	121,950 SH	Decreased+9,017 SH
AURORA INNOVATION INC	CLASS A COM	$656K	0.3%Prev: 0.4%	96,176 SH	Increased-6,210 SH
BANK OF AMER CORP	COM	$1.1M	0.5%	18,698 SH	New
BARRICK MNG CORP	COM SHS	$1.7M	0.9%Prev: 0.8%	47,235 SH	Increased-9,593 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	2.2%Prev: 2.7%	8,420 SH	Increased+98 SH
BOEING CO	COM	$554K	0.3%	2,560 SH	New
BROADCOM INC	COM	$6.7M	3.5%Prev: 4.5%	17,845 SH	Increased-6,192 SH
CANADIAN NAT RES LTD MED TER	COM	$1.2M	0.6%	31,643 SH	New
CAPITAL ONE FINL CORP	COM	$402K	0.2%	2,005 SH	New
CATERPILLAR INC	COM	$1.2M	0.6%Prev: 0.3%	1,085 SH	Increased-217 SH
CHUBB LIMITED	COM	$1.0M	0.5%Prev: 0.6%	3,000 SH	Increased
CITIGROUP INC	COM NEW	$3.3M	1.7%Prev: 1.6%	23,604 SH	Increased-3,834 SH
CORNING INC	COM	$2.4M	1.2%Prev: 0.2%	9,422 SH	Increased+3,191 SH
COSTCO WHOLESALE CORPORATION	COM	$3.9M	2.0%	4,128 SH	New
DEERE & CO	COM	$1.1M	0.6%Prev: 0.7%	1,804 SH	Increased-173 SH
DIGITAL RLTY TR INC	COM	$725K	0.4%Prev: 0.4%	4,039 SH	Increased+398 SH
DUKE ENERGY CORP NEW	COM NEW	$775K	0.4%Prev: 0.5%	6,121 SH	Increased+445 SH
EATON CORP PLC	SHS	$286K	0.1%Prev: 0.2%	670 SH	Decreased-146 SH
EDISON INTL	COM	$269K	0.1%	3,615 SH	New
ELI LILLY & CO	COM	$6.3M	3.2%Prev: 2.5%	5,240 SH	Increased+415 SH
EMERSON ELEC CO	COM	$326K	0.2%Prev: 0.2%	2,278 SH	Increased+359 SH
EVERSOURCE ENERGY	COM	$971K	0.5%Prev: 0.9%	13,437 SH	Decreased-6,341 SH
FREEPORT MCMORAN INC	CL B	$207K	0.1%	3,286 SH	New
GE AEROSPACE	COM NEW	$503K	0.3%Prev: 0.3%	1,347 SH	Increased-244 SH
GE VERNOVA INC	COM	$381K	0.2%	324 SH	New
GLOBAL X FDS	US INFR DEV ETF	$878K	0.5%Prev: 0.4%	14,909 SH	Increased+5 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	1.1%Prev: 1.0%	2,045 SH	Increased+49 SH
HOME DEPOT INC	COM	$701K	0.4%Prev: 0.5%	1,989 SH	Increased+154 SH
HONEYWELL AEROSPACE INC	COM	$498K	0.3%	2,254 SH	New
HONEYWELL INTL INC	COM	$521K	0.3%	2,325 SH	New
HUDBAY MINERALS INC	COM	$533K	0.3%Prev: 0.2%	22,566 SH	Increased-5,498 SH
INTUITIVE SURGICAL INC	COM NEW	$212K	0.1%Prev: 0.5%	532 SH	Decreased-923 SH
INVESCO QQQ TR	UNIT SER 1	$10.1M	5.2%Prev: 5.8%	13,769 SH	Increased-1,822 SH
ISHARES TR	MSCI EMG MKT ETF	$508K	0.3%	7,432 SH	New
ISHARES TR	RUSSELL 2000 ETF	$289K	0.1%Prev: 0.2%	963 SH	Increased-200 SH
ISHARES TR	U.S. MED DVC ETF	$210K	0.1%Prev: 0.4%	4,240 SH	Decreased-4,965 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$222K	0.1%	3,930 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.2M	0.6%	18,905 SH	New
JOHNSON & JOHNSON	COM	$679K	0.3%Prev: 0.3%	2,672 SH	Increased+234 SH
JPMORGAN CHASE & CO	COM	$4.0M	2.0%	12,207 SH	New
KLA CORP	COM NEW	$218K	0.1%	723 SH	New
KROGER CO	COM	$2.5M	1.3%Prev: 1.9%	44,890 SH	Decreased+5,172 SH
MASTERCARD INCORPORATED	CL A	$210K	0.1%Prev: 0.2%	410 SH	Decreased-2 SH
MCDONALDS CORP	COM	$2.6M	1.4%Prev: 2.0%	9,760 SH	Decreased-165 SH
META PLATFORMS INC	CL A	$4.0M	2.1%Prev: 3.6%	7,124 SH	Decreased-88 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.8%	1,330 SH	New
MICROSOFT CORP	COM	$5.1M	2.6%Prev: 4.4%	13,677 SH	Decreased+499 SH
MP MATERIALS CORP	COM CL A	$364K	0.2%Prev: 0.9%	6,498 SH	Decreased-33,094 SH
MUELLER INDS INC	COM	$1.7M	0.9%Prev: 0.6%	14,108 SH	Increased+2,178 SH
NETFLIX INC.	COM	$711K	0.4%	9,955 SH	New
NEXTERA ENERGY INC	COM	$2.9M	1.5%Prev: 1.5%	33,603 SH	Increased+1,789 SH
NU HLDGS LTD	ORD SHS CL A	$3.1M	1.6%Prev: 2.5%	235,621 SH	Decreased-33,985 SH
NUCOR CORP	COM	$441K	0.2%Prev: 0.2%	1,980 SH	Increased-466 SH
NVIDIA CORPORATION	COM	$5.5M	2.8%Prev: 3.0%	27,599 SH	Increased-759 SH
OKTA INC	CL A	$404K	0.2%	2,963 SH	New
ORACLE CORP	COM	$497K	0.3%Prev: 0.9%	3,389 SH	Decreased-2,487 SH
OREILLY AUTOMOTIVE INC	COM	$3.3M	1.7%Prev: 2.2%	35,832 SH	Increased-436 SH
PALANTIR TECHNOLOGIES INC	CL A	$213K	0.1%Prev: 0.2%	1,829 SH	Decreased-503 SH
PALO ALTO NETWORKS INC	COM	$1.3M	0.6%Prev: 0.6%	3,700 SH	Increased-295 SH
PHILIP MORRIS INTL INC	COM	$2.7M	1.4%Prev: 0.7%	15,022 SH	Increased+9,588 SH
PROCTER & GAMBLE CO	COM	$1.4M	0.7%	9,791 SH	New
PROGRESSIVE CORP	COM	$538K	0.3%Prev: 0.4%	2,464 SH	Increased+489 SH
QUANTA SVCS INC	COM	$468K	0.2%Prev: 0.2%	650 SH	Increased-133 SH
QXO INC	COM NEW	$217K	0.1%	12,549 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.7M	0.9%Prev: 1.6%	17,354 SH	Decreased-7,816 SH
ROCKWELL AUTOMATION INC	COM	$1.5M	0.7%Prev: 0.6%	2,935 SH	Increased+267 SH
ROSS STORES INC	COM	$331K	0.2%Prev: 0.1%	1,556 SH	Increased-24 SH
RTX CORPORATION	COM	$434K	0.2%Prev: 0.2%	2,286 SH	Increased-58 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$527K	0.3%	9,930 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$3.7M	1.9%	20,109 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$656K	0.3%	12,901 SH	New
SHELL PLC	SPON ADS	$818K	0.4%Prev: 0.5%	10,546 SH	Increased-115 SH
SIMON PPTY GROUP INC NEW	COM	$1.7M	0.9%	7,813 SH	New
SONIDA SENIOR LIVING INC	COM	$873K	0.4%	21,398 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$1.0M	0.5%	5,898 SH	New
SPDR GOLD TR	GOLD SHS	$1.0M	0.5%Prev: 0.7%	2,767 SH	Decreased-773 SH
SPDR SERIES TRUST	ST STR SP BIOT	$839K	0.4%	5,302 SH	New
SPDR SERIES TRUST	ST STR SP HCSVC	$3.5M	1.8%	26,758 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$10.3M	5.3%	261,512 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.2M	1.1%	3,080 SH	New
TEMPUS AI INC	CL A	$619K	0.3%Prev: 1.7%	10,684 SH	Decreased-27,973 SH
TJX COS INC NEW	COM	$846K	0.4%Prev: 0.4%	5,582 SH	Increased+561 SH
UBER TECHNOLOGIES INC	COM	$412K	0.2%Prev: 0.8%	5,706 SH	Decreased-6,461 SH
UNION PAC CORP	COM	$1.5M	0.8%Prev: 0.2%	5,491 SH	Increased+4,397 SH
UNITED RENTALS INC	COM	$799K	0.4%Prev: 1.2%	706 SH	Decreased-1,613 SH
UNITEDHEALTH GROUP INC	COM	$1.3M	0.7%Prev: 1.0%	3,211 SH	Decreased-1,303 SH
VALMONT INDS INC	COM	$765K	0.4%	1,324 SH	New
VANECK ETF TRUST	URANI NUCLE ETF	$315K	0.2%	2,713 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.1M	0.6%	22,234 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.2M	5.2%	123,173 SH	New
VERIZON COMMUNICATIONS INC	COM	$288K	0.1%Prev: 0.3%	6,812 SH	Decreased-2,726 SH
VERTIV HOLDINGS CO	COM CL A	$3.3M	1.7%Prev: 1.2%	9,746 SH	Increased-3,845 SH
VIKING HOLDINGS LTD	ORD SHS	$242K	0.1%	2,312 SH	New
VISA INC	COM CL A	$1.0M	0.5%Prev: 0.7%	2,943 SH	Increased+114 SH
WALMART INC	COM	$5.5M	2.8%Prev: 3.4%	48,945 SH	Increased-1,744 SH
WASTE MGMT INC DEL	COM	$884K	0.5%Prev: 0.5%	3,965 SH	Increased+550 SH

Sold (vs prior filing)

ABBOTT LABS — $1.0M
AMERICAN TOWER CORP NEW — $290K
APOLLO GLOBAL MGMT INC — $247K
AXON ENTERPRISE INC — $240K
BANK AMERICA CORP — $902K
BLOCK INC — $716K
CANADIAN NAT RES LTD — $880K
CARVANA CO — $252K
CHIPOTLE MEXICAN GRILL INC — $376K
COSTCO WHSL CORP NEW — $3.6M
DELL TECHNOLOGIES INC — $235K
EXXON MOBIL CORP — $3.0M
FISERV INC — $201K
FIVE9 INC — $370K
FREEPORT-MCMORAN INC — $203K
GENERAL MLS INC — $402K
JPMORGAN CHASE & CO. — $3.4M
MERCADOLIBRE INC — $246K
MICROSTRATEGY INC — $616K
NETFLIX INC — $3.2M
… and 8 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