Finivi Inc.
CIK: 0002101641SEC EDGAR →
Portfolio Value
$172.9M
Holdings
103
As of
Q4 2025
New Positions
96
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SSGA ACTIVE ETF TR | 230,699 | $9.3M | 5.37% |
| 2 | INVESCO QQQ TR | 14,518 | $8.9M | 5.16% |
| 3 | VANGUARD SCOTTSDALE FDS | 99,012 | $8.3M | 4.80% |
| 4 | BROADCOM INC | 19,808 | $6.9M | 3.97% |
| 5 | ALPHABET INC | 21,729 | $6.8M | 3.94% |
| 6 | MICROSOFT CORP | 12,992 | $6.3M | 3.63% |
| 7 | APPLE INC | 21,962 | $6.0M | 3.45% |
| 8 | AMAZON COM INC | 25,850 | $6.0M | 3.45% |
| 9 | WALMART INC | 48,788 | $5.4M | 3.14% |
| 10 | ELI LILLY & CO | 4,696 | $5.0M | 2.92% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $43.5M | 25.1% |
| Technology | 17 | $31.8M | 18.4% |
| Unknown | 8 | $20.2M | 11.7% |
| Communication Services | 5 | $17.0M | 9.8% |
| Consumer Cyclical | 8 | $14.2M | 8.2% |
| Consumer Defensive | 4 | $12.4M | 7.1% |
| Healthcare | 7 | $10.4M | 6.0% |
| Industrials | 15 | $9.8M | 5.7% |
| Energy | 3 | $5.2M | 3.0% |
| Basic Materials | 4 | $4.4M | 2.5% |
| Utilities | 3 | $3.8M | 2.2% |
| Real Estate | 1 | $227K | 0.1% |