Investor
Finivi Inc.
CIK 0002101641 · filed 2026-04-10 · SEC filing
13F book
$183.1M
Positions
103
12 new · 12 sold
Largest name
5.7%
Ssga Active Etf Tr
Est. mark
−$3.13M
Price effect on 91 names still held. Flow $13.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ssga Active Etf Tr | — | 264.5K | $10.5M | 5.7% | −$120K | Added$1.22M |
| Vanguard Scottsdale Fds | — | 123.2K | $10.2M | 5.6% | −$99K | Added$1.9M |
| Invesco Qqq Tr | — | 15.7K | $9.08M | 5.0% | −$539.6K | Added$158.2K |
| Walmart Inc. | WMT | 52K | $6.47M | 3.5% | $627.8K | Added$1.03M |
| Broadcom Inc. | AVGO | 20.4K | $6.32M | 3.5% | −$724.6K | Added−$532.1K |
| Alphabet Inc | — | 22K | $6.31M | 3.4% | −$585.2K | Added−$505.5K |
| Apple Inc. | AAPL | 23.2K | $5.89M | 3.2% | −$396.8K | Added−$81.6K |
| Amazon Com Inc | AMZN | 26.9K | $5.6M | 3.1% | −$583K | Added−$362.5K |
| Exxon Mobil Corp | — | 31K | $5.25M | 2.9% | $1.4M | Added$1.84M |
| Microsoft Corp | MSFT | 13.6K | $5.04M | 2.8% | −$1.47M | Added−$1.24M |
| Eli Lilly & Co | LLY | 5.42K | $4.99M | 2.7% | −$727.9K | Added−$61.1K |
| Nvidia Corp | NVDA | 27.5K | $4.8M | 2.6% | −$315.2K | Added−$55.3K |
| Berkshire Hathaway Inc Del | — | 8.78K | $4.21M | 2.3% | −$193.3K | Added$64.1K |
| Meta Platforms, Inc. | META | 7.11K | $4.07M | 2.2% | −$595.3K | Added−$401.9K |
| Costco Whsl Corp New | — | 4.04K | $4.03M | 2.2% | $493.8K | Added$854.5K |
| Nu Hldgs Ltd | — | 272K | $3.91M | 2.1% | −$587K | Added−$237.8K |
| Jpmorgan Chase & Co. | — | 12.1K | $3.57M | 1.9% | −$319.2K | Added−$99.2K |
| At&T Inc | — | 122K | $3.54M | 1.9% | $470.4K | Added$720.3K |
| Vertiv Holdings Co | VRT | 13.5K | $3.39M | 1.9% | $1.09M | Added$1.41M |
| Oreilly Automotive Inc | — | 36.2K | $3.34M | 1.8% | $37.3K | Added$248.6K |
| Mcdonalds Corp | MCD | 10.7K | $3.33M | 1.8% | $50.3K | Added$340.9K |
| Select Sector Spdr Tr | — | 20.1K | $3.25M | 1.8% | $121.8K | Added$392.4K |
| Kroger Co | KR | 43.8K | $3.17M | 1.7% | $388.9K | Added$712.3K |
| Nextera Energy Inc | — | 33.4K | $3.1M | 1.7% | $392.9K | Added$595K |
| Citigroup Inc | — | 25.3K | $2.87M | 1.6% | −$78.1K | Added$95.5K |
| Netflix Inc | NFLX | 22.8K | $2.19M | 1.2% | $49.5K | Added$253.5K |
| Barrick Mng Corp | — | 51.6K | $2.1M | 1.1% | −$130.6K | Added$43.4K |
| Spdr S&P Midcap 400 Etf Tr | — | 3.07K | $1.89M | 1.0% | $15.6K | Added$1.2M |
| Goldman Sachs Group Inc | — | 2.07K | $1.75M | 1.0% | −$64K | Added$56.1K |
| Spdr Gold Tr | — | 3.73K | $1.6M | 0.9% | $125.2K | Added$144.6K |
| Canadian Nat Res Ltd | — | 32.5K | $1.59M | 0.9% | $421.7K | Added$626.3K |
| Tempus AI, Inc. | TEM | 35K | $1.58M | 0.9% | −$429.7K | Added−$251K |
| Mp Materials Corp | — | 32.4K | $1.57M | 0.9% | −$66K | Added$90.5K |
| Mueller Inds Inc | — | 13.8K | $1.53M | 0.8% | −$49.8K | Added$105.9K |
| Philip Morris Intl Inc | — | 8.98K | $1.49M | 0.8% | $42.4K | Added$108.2K |
| Procter And Gamble Co | PG | 9.78K | $1.41M | 0.8% | $10.2K | Added$124K |
| Robinhood Mkts Inc | — | 19K | $1.32M | 0.7% | −$705.2K | Added−$502.7K |
| Applied Matls Inc | — | 3.76K | $1.29M | 0.7% | $319K | Cut$251.6K |
| J P Morgan Exchange Traded F | — | 20.4K | $1.13M | 0.6% | −$53K | Cut−$98.3K |
| Deere & Co | DE | 1.94K | $1.09M | 0.6% | $182.2K | Added$225K |
| Rockwell Automation, Inc | ROK | 2.9K | $1.04M | 0.6% | −$76.1K | Added$58.1K |
| Oracle Corp | — | 7.01K | $1.03M | 0.6% | −$329.4K | Added−$311.5K |
| Shell Plc | — | 10.6K | $989.3K | 0.5% | $207.7K | Cut$183.7K |
| Chubb Limited | — | 3K | $977.8K | 0.5% | $41.4K | Held |
| Alphabet Inc | — | 3.31K | $952.4K | 0.5% | −$79.5K | Added−$24.2K |
| Eversource Energy | ES | 13.4K | $931.7K | 0.5% | $18K | Added$311.9K |
| Bank America Corp | — | 18.7K | $910.6K | 0.5% | −$116.7K | Cut−$138.5K |
| Visa Inc. | V | 2.92K | $883.1K | 0.5% | −$134.9K | Added−$91.9K |
| Tjx Cos Inc New | — | 5.49K | $877K | 0.5% | $29.9K | Added$118.9K |
| Waste Mgmt Inc Del | — | 3.77K | $866.1K | 0.5% | $33.5K | Added$135.8K |
| Uber Technologies, Inc | UBER | 11.9K | $857.1K | 0.5% | −$115.7K | Added−$109.5K |
| Unitedhealth Group Inc | UNH | 3.12K | $842.9K | 0.5% | −$185.4K | Cut−$534K |
| Corning Inc | — | 6.17K | $839.2K | 0.5% | $298.8K | Cut$256.7K |
| Duke Energy Corp New | — | 6.41K | $838.9K | 0.5% | $75.1K | Added$197.4K |
| Caterpillar Inc | CAT | 1.14K | $809.2K | 0.4% | $155.1K | Cut$69.2K |
| Block Inc | — | 13.3K | $798.5K | 0.4% | −$54.9K | Added$71.2K |
| Global X Fds | — | 15.1K | $766.9K | 0.4% | $45.6K | Added$45.7K |
| Digital Rlty Tr Inc | — | 3.85K | $693.6K | 0.4% | $89.8K | Added$149.1K |
| Johnson & Johnson | JNJ | 2.73K | $667.9K | 0.4% | $92.2K | Added$159.2K |
| Select Sector Spdr Tr | — | 10.9K | $665.6K | 0.4% | $165.2K | Added$219.2K |
| Select Sector Spdr Tr | — | 13K | $647.7K | 0.4% | — | New |
| Palo Alto Networks Inc | PANW | 3.83K | $613.7K | 0.3% | −$91.4K | Cut−$136.2K |
| Home Depot, Inc. | HD | 1.86K | $612.8K | 0.3% | −$25.9K | Added$27.4K |
| AbbVie Inc. | ABBV | 2.81K | $611.1K | 0.3% | −$31K | Cut−$49.3K |
| Intuitive Surgical Inc | ISRG | 1.32K | $607.1K | 0.3% | −$138.8K | Cut−$143.3K |
| Vanguard Bd Index Fds | — | 11.6K | $575.2K | 0.3% | −$523 | Added$80.1K |
| Boeing Co | — | 2.8K | $557.9K | 0.3% | — | New |
| United Rentals, Inc. | URI | 689 | $501.7K | 0.3% | −$54.1K | Added−$37.3K |
| Hudbay Minerals Inc. | HBM | 23.6K | $494K | 0.3% | $24.8K | Cut−$48.3K |
| Invesco Exchange Traded Fd T | — | 4.3K | $470.6K | 0.3% | — | New |
| Progressive Corp | — | 2.29K | $454.4K | 0.2% | −$57.2K | Added$12.8K |
| American Intl Group Inc | — | 6.03K | $453.6K | 0.2% | −$62.1K | Held |
| RTX Corp | RTX | 2.29K | $440.8K | 0.2% | $21.7K | Cut$19.1K |
| Ishares Tr | — | 7.62K | $432.5K | 0.2% | — | New |
| Ishares Tr | — | 7.74K | $412.8K | 0.2% | −$68.1K | Cut−$176.8K |
| Aurora Innovation Inc | — | 100.1K | $412.4K | 0.2% | $28K | Cut$9.51K |
| Ge Aerospace | — | 1.42K | $404K | 0.2% | −$34.5K | Cut−$39.1K |
| United Parcel Service Inc | UPS | 3.89K | $383K | 0.2% | — | New |
| Quanta Svcs Inc | — | 666 | $365.6K | 0.2% | $84.5K | Cut$57.5K |
| Nucor Corp | NUE | 2.14K | $361.7K | 0.2% | $11.8K | Added$36.2K |
| Capital One Finl Corp | — | 1.96K | $358.1K | 0.2% | — | New |
| Verizon Communications Inc | VZ | 7.08K | $355.5K | 0.2% | $66.3K | Added$70.4K |
| Vaneck Etf Trust | — | 2.66K | $354.5K | 0.2% | $24K | Cut$12.2K |
| 3M CO | MMM | 2.44K | $354.3K | 0.2% | −$36.3K | Cut−$36.5K |
| Ross Stores, Inc. | ROST | 1.59K | $344.4K | 0.2% | $58.1K | Cut$42.4K |
| Amphenol Corp New | — | 2.46K | $310.8K | 0.2% | — | New |
| Palantir Technologies Inc. | PLTR | 1.92K | $280.3K | 0.2% | −$60.3K | Cut−$77K |
| Five9, Inc. | FIVN | 18.1K | $274.7K | 0.1% | −$72.8K | Added−$24.3K |
| J P Morgan Exchange Traded F | — | 4.84K | $274.2K | 0.1% | −$2.69K | Cut−$6.01K |
| Applovin Corp | APP | 684 | $272.2K | 0.1% | −$188.7K | Cut−$206.9K |
| Emerson Elec Co | — | 2.04K | $268K | 0.1% | −$3.08K | Added$23.7K |
| Ishares Tr | — | 1.07K | $265.5K | 0.1% | $1.82K | Cut−$14.4K |
| Eaton Corp Plc | ETN | 740 | $264.7K | 0.1% | $28.9K | Cut$10.7K |
| Union Pac Corp | — | 1.09K | $264.3K | 0.1% | $12.3K | Cut$10.9K |
| Okta, Inc. | OKTA | 3.24K | $255.2K | 0.1% | — | New |
| Qxo Inc | — | 12.5K | $243.2K | 0.1% | — | New |
| Pulte Group Inc | — | 2.03K | $238.4K | 0.1% | — | New |
| Edison Intl | — | 3.24K | $237K | 0.1% | — | New |
| Abbott Labs | ABT | 2.16K | $222.1K | 0.1% | −$48.9K | Cut−$50.4K |
| Freeport-Mcmoran Inc | FCX | 3.68K | $216.5K | 0.1% | — | New |
| Applied Indl Technologies In | — | 799 | $212K | 0.1% | $6.94K | Cut−$11.3K |
| Chipotle Mexican Grill Inc | CMG | 6.58K | $210.7K | 0.1% | −$31.4K | Added−$22.2K |
| S&P Global Inc. | SPGI | 489 | $207.8K | 0.1% | −$47.7K | Cut−$957.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.