Finivi Inc.

13F filer · CIK 0002101641

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$195MU.S. long equity reported on 13F

Positions9614 new · 7 closed

Net flow last quarter-$7.33MBuys minus sells

Top 10 positions weight32.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202696 positions
QQQInvesco QQQ Trust, Series 1	$10.1M	5.20%	Not reported	-12.5%	Q4 2021
GOOGAlphabet Inc.	$6.91M	3.55%	Not reported	-11.1%	Q4 2021
AVGOBroadcom Inc.	$6.74M	3.46%	0.00%	-12.7%	Q4 2021
AAPLApple Inc.	$6.43M	3.30%	0.00%	-4.2%	Q4 2021
AMZNAmazon Com Inc	$6.29M	3.22%	0.00%	-2.0%	Q4 2021
LLYELI LILLY & Co	$6.29M	3.22%	0.00%	-3.3%	Q4 2023
WMTWalmart Inc.	$5.54M	2.84%	0.00%	-6.0%	Q4 2021
NVDANvidia Corp	$5.52M	2.83%	0.00%	+0.2%	Q4 2021
MSFTMicrosoft Corp	$5.1M	2.62%	0.00%	+0.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.21M	2.16%	Not reported	-4.1%	Q4 2021
METAMeta Platforms, Inc.	$4.01M	2.06%	Not reported	+0.2%	Q4 2021
JPMJPMorgan Chase & Co	$4M	2.05%	0.00%	+0.7%	Q4 2021
COSTCostco Wholesale Corp	$3.86M	1.98%	0.00%	+2.1%	Q4 2023
CCitigroup Inc	$3.3M	1.69%	0.00%	-6.8%	Q2 2024
ORLYO Reilly Automotive Inc	$3.3M	1.69%	0.00%	-0.9%	Q4 2021
VRTVertiv Holdings Co	$3.26M	1.67%	0.00%	-28.0%	Q2 2024
NUNu Holdings Ltd.	$3.15M	1.61%	Not reported	-13.4%	Q4 2023
NEENextera Energy Inc	$2.95M	1.51%	0.00%	+0.8%	Q4 2021
AMATApplied Materials Inc	$2.77M	1.42%	0.00%	+2.0%	Q4 2021
PMPhilip Morris International Inc.	$2.72M	1.39%	0.00%	+67.2%	Q4 2021
MCDMcdonalds Corp	$2.64M	1.35%	0.00%	-8.9%	Q4 2021
TAt&T Inc.	$2.52M	1.29%	0.00%	0.0%	Q4 2021
KRKroger Co	$2.49M	1.28%	0.01%	+2.4%	Q4 2021
GLWCorning Inc	$2.41M	1.23%	0.00%	+52.7%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$2.17M	1.11%	Not reported	+0.4%	Q4 2024
GSGoldman Sachs Group Inc	$2.07M	1.06%	0.00%	-1.3%	Q4 2021
SPGSimon Property Group Inc.	$1.75M	0.90%	97.66%	New	Q2 2026
HOODRobinhood Markets, Inc.	$1.74M	0.89%	0.01%	-8.8%	Q4 2024
BBarrick Mining Corp	$1.73M	0.89%	0.00%	-8.5%	Q2 2025
MLIMueller Industries Inc	$1.73M	0.89%	0.01%	+2.0%	Q4 2024
MUMicron Technology Inc	$1.54M	0.79%	0.00%	New	Q2 2026
UNPUnion Pacific Corp	$1.49M	0.77%	0.00%	+404.2%	Q4 2021
ROKRockwell Automation, Inc	$1.45M	0.75%	0.00%	+1.0%	Q4 2024
PGPROCTER & GAMBLE Co	$1.44M	0.74%	0.00%	+0.2%	Q4 2021
UNHUnitedhealth Group Inc	$1.33M	0.68%	0.00%	+3.1%	Q4 2021
PANWPalo Alto Networks Inc	$1.26M	0.65%	0.00%	-3.3%	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$1.25M	0.64%	0.00%	-2.8%	Q4 2023
CATCaterpillar Inc	$1.16M	0.59%	0.00%	-5.0%	Q4 2023
DEDeere & Co	$1.14M	0.59%	0.00%	-7.0%	Q4 2021
BACBank of America Corp	$1.07M	0.55%	0.00%	+0.1%	Q4 2021
CBChubb Ltd	$1.02M	0.52%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$1.02M	0.52%	0.00%	-25.8%	Q4 2021
VVisa Inc.	$1.01M	0.52%	0.00%	+0.7%	Q4 2023
SPCXSpace Exploration Technologies Corp	$1.01M	0.52%	Not reported	New	Q2 2026
ESEversource Energy	$971K	0.50%	0.00%	-0.1%	Q4 2021
GOOGLAlphabet Inc.	$939K	0.48%	0.00%	-20.7%	Q4 2023
WMWaste Management Inc	$884K	0.45%	0.00%	+5.2%	Q2 2025
SNDASonida Senior Living, Inc.	$873K	0.45%	0.05%	New	Q2 2026
TJXTJX Companies Inc	$846K	0.43%	0.00%	+1.6%	Q4 2021
SHELShell plc	$818K	0.42%	0.00%	-0.9%	Q4 2023

Q1 2026Reported Apr 10, 202689 positions
QQQInvesco QQQ Trust, Series 1	$9.08M	4.96%	Not reported	+8.3%	Q4 2021
WMTWalmart Inc.	$6.47M	3.53%	0.00%	+6.7%	Q4 2021
AVGOBroadcom Inc.	$6.32M	3.45%	0.00%	+3.1%	Q4 2021
GOOGAlphabet Inc.	$6.31M	3.45%	Not reported	+1.3%	Q4 2021
AAPLApple Inc.	$5.89M	3.22%	0.00%	+5.7%	Q4 2021
AMZNAmazon Com Inc	$5.6M	3.06%	0.00%	+4.1%	Q4 2021
XOMExxonMobil Holdings Corp	$5.25M	2.87%	0.00%	+9.0%	Q4 2021
MSFTMicrosoft Corp	$5.04M	2.75%	0.00%	+4.8%	Q4 2021
LLYELI LILLY & Co	$4.99M	2.72%	0.00%	+15.4%	Q4 2023
NVDANvidia Corp	$4.8M	2.62%	0.00%	+5.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.21M	2.30%	Not reported	+6.5%	Q4 2021
METAMeta Platforms, Inc.	$4.07M	2.22%	Not reported	+5.0%	Q4 2021
COSTCostco Wholesale Corp	$4.03M	2.20%	0.00%	+9.8%	Q4 2023
NUNu Holdings Ltd.	$3.91M	2.13%	Not reported	+9.8%	Q4 2023
JPMJPMorgan Chase & Co	$3.57M	1.95%	0.00%	+6.6%	Q4 2021
TAt&T Inc.	$3.54M	1.93%	0.00%	+7.6%	Q4 2021
VRTVertiv Holdings Co	$3.39M	1.85%	0.00%	+10.4%	Q2 2024
ORLYO Reilly Automotive Inc	$3.34M	1.82%	0.00%	+6.8%	Q4 2021
MCDMcdonalds Corp	$3.33M	1.82%	0.00%	+9.6%	Q4 2021
KRKroger Co	$3.17M	1.73%	0.01%	+11.4%	Q4 2021
NEENextera Energy Inc	$3.1M	1.69%	0.00%	+7.0%	Q4 2021
CCitigroup Inc	$2.87M	1.57%	0.00%	+6.4%	Q2 2024
NFLXNetflix Inc	$2.19M	1.20%	0.00%	+10.3%	Q4 2023
BBarrick Mining Corp	$2.1M	1.15%	0.00%	+9.0%	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$1.89M	1.03%	Not reported	+166.6%	Q4 2024
GSGoldman Sachs Group Inc	$1.75M	0.96%	0.00%	+7.4%	Q4 2021
GLDSPDR Gold Trust	$1.6M	0.88%	0.00%	+1.2%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$1.59M	0.87%	0.00%	+14.8%	Q4 2023
TEMTempus AI, Inc.	$1.58M	0.86%	Not reported	+12.7%	Q2 2025
MPMP Materials Corp. / DE	$1.57M	0.86%	0.02%	+11.1%	Q2 2025
MLIMueller Industries Inc	$1.53M	0.84%	0.01%	+11.3%	Q4 2024
PMPhilip Morris International Inc.	$1.49M	0.81%	0.00%	+4.6%	Q4 2021
PGPROCTER & GAMBLE Co	$1.41M	0.77%	0.00%	+8.8%	Q4 2021
HOODRobinhood Markets, Inc.	$1.32M	0.72%	0.01%	+18.2%	Q4 2024
AMATApplied Materials Inc	$1.29M	0.70%	0.00%	-6.5%	Q4 2021
DEDeere & Co	$1.09M	0.60%	0.00%	+4.1%	Q4 2021
ROKRockwell Automation, Inc	$1.04M	0.57%	0.00%	+14.8%	Q4 2024
ORCLOracle Corp	$1.03M	0.56%	0.00%	+1.8%	Q4 2023
SHELShell plc	$989K	0.54%	0.00%	-3.0%	Q4 2023
CBChubb Ltd	$978K	0.53%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$952K	0.52%	0.00%	+6.2%	Q4 2023
ESEversource Energy	$932K	0.51%	0.00%	+46.1%	Q4 2021
BACBank of America Corp	$911K	0.50%	0.00%	-2.1%	Q4 2021
VVisa Inc.	$883K	0.48%	0.00%	+5.1%	Q4 2023
TJXTJX Companies Inc	$877K	0.48%	0.00%	+11.3%	Q4 2021
WMWaste Management Inc	$866K	0.47%	0.00%	+13.4%	Q2 2025
UBERUber Technologies, Inc	$857K	0.47%	0.00%	+0.7%	Q4 2023
UNHUnitedhealth Group Inc	$843K	0.46%	0.00%	-25.3%	Q4 2021
GLWCorning Inc	$839K	0.46%	0.00%	-7.2%	Q2 2024
DUKDuke Energy CORP	$839K	0.46%	0.00%	+17.1%	Q2 2024

Q4 2025Reported Jan 27, 202692 positions
QQQInvesco QQQ Trust, Series 1	$8.92M	5.16%	Not reported	-4.6%	Q4 2021
AVGOBroadcom Inc.	$6.86M	3.97%	0.00%	-7.8%	Q4 2021
GOOGAlphabet Inc.	$6.82M	3.94%	Not reported	-4.1%	Q4 2021
MSFTMicrosoft Corp	$6.28M	3.63%	0.00%	-1.5%	Q4 2021
AAPLApple Inc.	$5.97M	3.45%	0.00%	-3.5%	Q4 2021
AMZNAmazon Com Inc	$5.97M	3.45%	0.00%	-2.3%	Q4 2021
WMTWalmart Inc.	$5.44M	3.14%	0.00%	-4.3%	Q4 2021
LLYELI LILLY & Co	$5.05M	2.92%	0.00%	-4.6%	Q4 2023
NVDANvidia Corp	$4.86M	2.81%	0.00%	-8.1%	Q4 2021
METAMeta Platforms, Inc.	$4.47M	2.59%	Not reported	-2.9%	Q4 2021
NUNu Holdings Ltd.	$4.15M	2.40%	Not reported	-8.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.14M	2.40%	Not reported	-2.0%	Q4 2021
JPMJPMorgan Chase & Co	$3.67M	2.12%	0.00%	-3.0%	Q4 2021
XOMExxonMobil Holdings Corp	$3.42M	1.98%	0.00%	-0.9%	Q4 2021
COSTCostco Wholesale Corp	$3.17M	1.84%	0.00%	-1.2%	Q4 2023
ORLYO Reilly Automotive Inc	$3.09M	1.79%	0.00%	-2.0%	Q4 2021
MCDMcdonalds Corp	$2.99M	1.73%	0.00%	-3.1%	Q4 2021
TAt&T Inc.	$2.82M	1.63%	0.00%	-0.9%	Q4 2021
CCitigroup Inc	$2.78M	1.61%	0.00%	-2.4%	Q2 2024
NEENextera Energy Inc	$2.5M	1.45%	0.00%	-2.4%	Q4 2021
KRKroger Co	$2.46M	1.42%	0.01%	-2.3%	Q4 2021
BBarrick Mining Corp	$2.06M	1.19%	0.00%	-3.0%	Q2 2025
VRTVertiv Holdings Co	$1.99M	1.15%	0.00%	-10.5%	Q2 2024
NFLXNetflix Inc	$1.94M	1.12%	0.00%	-2.0%	Q4 2023
TEMTempus AI, Inc.	$1.83M	1.06%	Not reported	-10.6%	Q2 2025
HOODRobinhood Markets, Inc.	$1.82M	1.05%	0.01%	-20.0%	Q4 2024
GSGoldman Sachs Group Inc	$1.7M	0.98%	0.00%	-5.1%	Q4 2021
MPMP Materials Corp. / DE	$1.48M	0.85%	0.02%	-26.2%	Q2 2025
GLDSPDR Gold Trust	$1.46M	0.84%	0.00%	+2.2%	Q4 2021
MLIMueller Industries Inc	$1.43M	0.83%	0.01%	+0.6%	Q4 2024
PMPhilip Morris International Inc.	$1.38M	0.80%	0.00%	+59.0%	Q4 2021
UNHUnitedhealth Group Inc	$1.38M	0.80%	0.00%	-5.3%	Q4 2021
ORCLOracle Corp	$1.34M	0.78%	0.00%	+30.8%	Q4 2023
PGPROCTER & GAMBLE Co	$1.29M	0.74%	0.00%	-3.9%	Q4 2021
SPGIS&P Global Inc.	$1.17M	0.67%	0.00%	0.0%	Q4 2021
BACBank of America Corp	$1.05M	0.61%	0.00%	-0.4%	Q4 2021
AMATApplied Materials Inc	$1.03M	0.60%	0.00%	+0.2%	Q4 2021
ROKRockwell Automation, Inc	$985K	0.57%	0.00%	-6.5%	Q4 2024
GOOGLAlphabet Inc.	$977K	0.56%	0.00%	-4.8%	Q4 2023
VVisa Inc.	$975K	0.56%	0.00%	-2.2%	Q4 2023
UBERUber Technologies, Inc	$967K	0.56%	0.00%	-0.8%	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$959K	0.55%	0.00%	-2.1%	Q4 2023
CBChubb Ltd	$936K	0.54%	0.00%	Not reported	Q4 2021
DEDeere & Co	$868K	0.50%	0.00%	-5.3%	Q4 2021
SHELShell plc	$806K	0.47%	0.00%	+1.2%	Q4 2023
IBITiShares Bitcoin Trust ETF	$772K	0.45%	0.00%	Not reported	Q2 2024
TJXTJX Companies Inc	$758K	0.44%	0.00%	-1.8%	Q4 2021
ISRGIntuitive Surgical Inc	$750K	0.43%	0.00%	-8.1%	Q4 2023
PANWPalo Alto Networks Inc	$750K	0.43%	0.00%	+2.1%	Q4 2023
CATCaterpillar Inc	$740K	0.43%	0.00%	-2.2%	Q4 2023

Q3 2025Reported Dec 19, 202591 positions
QQQInvesco QQQ Trust, Series 1	$9.13M	5.82%	Not reported	-2.4%	Q4 2021
AVGOBroadcom Inc.	$7.08M	4.51%	0.00%	-10.7%	Q4 2021
MSFTMicrosoft Corp	$6.83M	4.35%	0.00%	+0.1%	Q4 2021
AMZNAmazon Com Inc	$5.81M	3.70%	0.00%	+1.2%	Q4 2021
AAPLApple Inc.	$5.79M	3.69%	0.00%	+1.0%	Q4 2021
GOOGAlphabet Inc.	$5.52M	3.51%	Not reported	-6.8%	Q4 2021
NVDANvidia Corp	$5.29M	3.37%	0.00%	0.0%	Q4 2021
WMTWalmart Inc.	$5.25M	3.35%	0.00%	+0.6%	Q4 2021
METAMeta Platforms, Inc.	$5.12M	3.26%	Not reported	-3.3%	Q4 2021
NUNu Holdings Ltd.	$4.34M	2.77%	Not reported	+0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.23M	2.69%	Not reported	+1.0%	Q4 2021
LLYELI LILLY & Co	$3.75M	2.39%	0.00%	+2.0%	Q4 2023
ORLYO Reilly Automotive Inc	$3.73M	2.37%	0.00%	-4.7%	Q4 2021
JPMJPMorgan Chase & Co	$3.7M	2.36%	0.00%	+0.1%	Q4 2021
COSTCostco Wholesale Corp	$3.45M	2.20%	0.00%	+2.1%	Q4 2023
XOMExxonMobil Holdings Corp	$3.23M	2.06%	0.00%	+3.7%	Q4 2021
TAt&T Inc.	$3.23M	2.06%	0.00%	+1.3%	Q4 2021
MCDMcdonalds Corp	$3.07M	1.95%	0.00%	+1.7%	Q4 2021
HOODRobinhood Markets, Inc.	$2.88M	1.84%	0.01%	-20.0%	Q4 2024
TEMTempus AI, Inc.	$2.8M	1.79%	Not reported	-10.2%	Q2 2025
KRKroger Co	$2.72M	1.73%	0.01%	+1.5%	Q4 2021
MPMP Materials Corp. / DE	$2.66M	1.69%	0.02%	0.0%	Q2 2025
NFLXNetflix Inc	$2.53M	1.61%	0.00%	-12.2%	Q4 2023
CCitigroup Inc	$2.48M	1.58%	0.00%	-11.1%	Q2 2024
NEENextera Energy Inc	$2.41M	1.54%	0.00%	+0.4%	Q4 2021
VRTVertiv Holdings Co	$2.07M	1.32%	0.00%	+0.8%	Q2 2024
GSGoldman Sachs Group Inc	$1.62M	1.03%	0.00%	+1.9%	Q4 2021
BBarrick Mining Corp	$1.6M	1.02%	0.00%	-14.2%	Q2 2025
UNHUnitedhealth Group Inc	$1.52M	0.97%	0.00%	-2.4%	Q4 2021
ORCLOracle Corp	$1.48M	0.94%	0.00%	-10.4%	Q4 2023
PGPROCTER & GAMBLE Co	$1.44M	0.92%	0.00%	-0.1%	Q4 2021
GLDSPDR Gold Trust	$1.28M	0.82%	0.00%	+1.8%	Q4 2021
MLIMueller Industries Inc	$1.25M	0.80%	0.01%	+3.6%	Q4 2024
UBERUber Technologies, Inc	$1.17M	0.74%	0.00%	-2.0%	Q4 2023
SPGIS&P Global Inc.	$1.09M	0.69%	0.00%	+2.1%	Q4 2021
ABTAbbott Laboratories	$1.02M	0.65%	0.00%	-0.3%	Q4 2021
BACBank of America Corp	$988K	0.63%	0.00%	+0.5%	Q4 2021
VVisa Inc.	$970K	0.62%	0.00%	+0.4%	Q4 2023
ESEversource Energy	$953K	0.61%	0.00%	-32.2%	Q4 2021
ROKRockwell Automation, Inc	$946K	0.60%	0.00%	+1.4%	Q4 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$925K	0.59%	0.00%	+3.2%	Q4 2023
DEDeere & Co	$900K	0.57%	0.00%	-0.5%	Q4 2021
PMPhilip Morris International Inc.	$876K	0.56%	0.00%	-0.6%	Q4 2021
CBChubb Ltd	$847K	0.54%	0.00%	Not reported	Q4 2021
AMATApplied Materials Inc	$822K	0.52%	0.00%	+0.5%	Q4 2021
PANWPalo Alto Networks Inc	$812K	0.52%	0.00%	-0.2%	Q4 2023
GOOGLAlphabet Inc.	$796K	0.51%	0.00%	+1.2%	Q4 2023
XYZBlock, Inc.	$786K	0.50%	Not reported	+3.2%	Q4 2021
SHELShell plc	$775K	0.49%	0.00%	+1.7%	Q4 2023
WMWaste Management Inc	$756K	0.48%	0.00%	+0.2%	Q2 2025

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