Finivi Inc.

CIK

2101641

Location

WESTBOROUGH, MA

Portfolio Value

Small $146,850,381

Diversification

Diversified

Filing Date

Global Rank

#4,548 / 8,232 ▲ 347

Top Industry

Semiconductors 8.3%

3Y Alpha vs SPY

-2.2%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

11 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.9%

SPY

+76.5%

Annualised alpha

-2.2%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

−0.1 pts

Top 5

22.7%

−1.3 pts

Top 10

39.3%

−1.8 pts

HHI

250

Diversified−4

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.5%	$28,605,456	14
Financial Services	14.9%	$21,871,056	13
Consumer Defensive	11.3%	$16,566,660	5
Consumer Cyclical	10.2%	$14,967,288	9
Industrials	8.9%	$12,997,054	18
Unclassified	8.6%	$12,575,126	3
Communication Services	7.7%	$11,376,486	6
Healthcare	6.5%	$9,520,899	7
Energy	5.3%	$7,828,869	3
Utilities	3.5%	$5,105,298	4
Basic Materials	3.2%	$4,742,561	5
Real Estate	0.5%	$693,628	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+24,303	271,994	$3,908,553
T	At&T Inc.	+8,620	121,961	$3,535,649
KR	Kroger Co	+4,469	43,829	$3,171,466
B	Barrick Mining Corp	+4,267	51,594	$2,104,519
ES	Eversource Energy	+4,243	13,448	$931,677
CNQ	Canadian Natural Resources Ltd	+4,199	32,540	$1,585,674
TEM	Tempus AI, Inc.	+3,953	35,024	$1,583,785
WMT	Walmart Inc.	+3,257	52,045	$6,468,152
MP	MP Materials Corp. / DE	+3,242	32,448	$1,565,940
FIVN	Five9, Inc.	+3,194	18,107	$274,683
HOOD	Robinhood Markets, Inc.	+2,922	19,023	$1,318,293
XOM	Exxon Mobil Corp	+2,559	30,967	$5,253,861
ORLY	O Reilly Automotive Inc	+2,289	36,165	$3,338,391
NEE	Nextera Energy Inc	+2,176	33,352	$3,097,733
NFLX	Netflix Inc	+2,122	22,813	$2,193,469
XYZ	Block, Inc.	+2,094	13,268	$798,468
MDY	Spdr S&P Midcap 400 ETF Trust	+1,918	3,069	$1,892,836
C	Citigroup Inc	+1,531	25,331	$2,872,788
NVDA	Nvidia Corp	+1,490	27,547	$4,804,196
MLI	Mueller Industries Inc	+1,405	13,838	$1,533,250
VRT	Vertiv Holdings Co	+1,279	13,543	$3,393,604
AAPL	Apple Inc.	+1,242	23,204	$5,888,943
QQQ	Invesco Qqq Trust, Series 1	+1,209	15,727	$9,077,309
AMZN	Amazon Com Inc	+1,059	26,909	$5,604,337
MCD	Mcdonalds Corp	+935	10,711	$3,328,871
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AUR	Aurora Innovation, Inc.	−4,821	100,090	$412,370
HBM	Hudbay Minerals Inc.	−3,683	23,635	$493,971
SPGI	S&P Global Inc.	−1,742	489	$207,991
UNH	Unitedhealth Group Inc	−1,056	3,115	$842,887
GLW	Corning Inc /Ny	−481	6,172	$839,206
BAC	Bank Of America Corp /De/	−396	18,679	$910,601
SHEL	Shell plc	−326	10,638	$989,334
AMAT	Applied Materials Inc /De	−262	3,762	$1,285,813
PANW	Palo Alto Networks Inc	−243	3,828	$613,704
CAT	Caterpillar Inc	−150	1,142	$809,061
PLTR	Palantir Technologies Inc.	−94	1,916	$280,272
ROST	Ross Stores, Inc.	−87	1,590	$344,441
ABBV	AbbVie Inc.	−80	2,810	$611,146
AIT	Applied Industrial Technologies Inc	−71	799	$211,990
PWR	Quanta Services, Inc.	−64	666	$365,647
ETN	Eaton Corp plc	−57	740	$264,675
APP	AppLovin Corp	−27	684	$272,232
GE	General Electric Co	−15	1,424	$404,088
RTX	RTX Corp	−14	2,285	$440,776
ABT	Abbott Laboratories	−12	2,163	$222,075
ISRG	Intuitive Surgical Inc	−8	1,317	$607,123
UNP	Union Pacific Corp	−6	1,089	$264,213
MMM	3M Co	−1	2,440	$354,361
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
BA	Boeing Co	2,803	$557,881
UPS	United Parcel Service Inc	3,893	$382,993
COF	Capital One Financial Corp	1,963	$358,110
APH	Amphenol Corp /De/	2,460	$310,821
OKTA	Okta, Inc.	3,242	$255,177
QXO	QXO, Inc.	12,522	$243,177
PHM	Pultegroup Inc/Mi/	2,027	$238,395
EIX	Edison International	3,238	$236,956
FCX	Freeport-Mcmoran Inc	3,682	$216,427
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	15,543	$771,709
NOW	ServiceNow, Inc.	2,165	$331,656
WDAY	Workday, Inc.	1,488	$319,592
CVNA	Carvana Co.	698	$294,569
BMNR	Bitmine Immersion Technologies, Inc.	10,027	$272,233
APO	Apollo Global Management, Inc.	1,865	$269,977
SHOP	Shopify Inc.	1,577	$253,849
ETH	Grayscale Ethereum Staking Mini ETF	8,401	$235,732
AMT	American Tower Corp /Ma/	1,295	$227,363
MA	Mastercard Inc	391	$223,214
MELI	Mercadolibre Inc	108	$217,540
BX	Blackstone Inc.	1,310	$201,923
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $146,850,381 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	15,727	+1,209	$9,077,309	+1.8%	6.18%
WMT	Walmart Inc. Consumer Defensive	Added	52,045	+3,257	$6,468,152	+19.0%	4.40%
AVGO	Broadcom Inc. Technology	Added	20,430	+622	$6,323,289	−7.8%	4.31%
AAPL	Apple Inc. Technology	Added	23,204	+1,242	$5,888,943	−1.4%	4.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	26,909	+1,059	$5,604,337	−6.1%	3.82%
XOM	Exxon Mobil Corp Energy	Added	30,967	+2,559	$5,253,861	+53.7%	3.58%
MSFT	Microsoft Corp Technology	Added	13,621	+629	$5,042,085	−19.8%	3.43%
LLY	ELI LILLY & Co Healthcare	Added	5,421	+725	$4,986,073	−1.2%	3.40%
NVDA	Nvidia Corp Technology	Added	27,547	+1,490	$4,804,196	−1.1%	3.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,779	+537	$4,206,896	+1.5%	2.86%
META	Meta Platforms, Inc. Communication Services	Added	7,109	+338	$4,067,272	−9.0%	2.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,044	+362	$4,029,562	+26.9%	2.74%
NU	Nu Holdings Ltd. Financial Services	Added	271,994	+24,303	$3,908,553	−5.7%	2.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,123	+748	$3,566,101	−2.7%	2.43%
T	At&T Inc. Communication Services	Added	121,961	+8,620	$3,535,649	+25.6%	2.41%
VRT	Vertiv Holdings Co Industrials	Added	13,543	+1,279	$3,393,604	+70.8%	2.31%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	36,165	+2,289	$3,338,391	+8.0%	2.27%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,711	+935	$3,328,871	+11.4%	2.27%
KR	Kroger Co Consumer Defensive	Added	43,829	+4,469	$3,171,466	+29.0%	2.16%
NEE	Nextera Energy Inc Utilities	Added	33,352	+2,176	$3,097,733	+23.8%	2.11%
C	Citigroup Inc Financial Services	Added	25,331	+1,531	$2,872,788	+3.4%	1.96%
NFLX	Netflix Inc Communication Services	Added	22,813	+2,122	$2,193,469	+13.1%	1.49%
B	Barrick Mining Corp Basic Materials	Added	51,594	+4,267	$2,104,519	+2.1%	1.43%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	3,069	+1,918	$1,892,836	+172.6%	1.29%
GS	Goldman Sachs Group Inc Financial Services	Added	2,072	+142	$1,752,891	+3.3%	1.19%
GLD	Spdr Gold Trust	Added	3,730	+45	$1,604,981	+9.9%	1.09%
CNQ	Canadian Natural Resources Ltd Energy	Added	32,540	+4,199	$1,585,674	+65.3%	1.08%
TEM	Tempus AI, Inc. Healthcare	Added	35,024	+3,953	$1,583,785	−13.7%	1.08%
MP	MP Materials Corp. / DE Basic Materials	Added	32,448	+3,242	$1,565,940	+6.1%	1.07%
MLI	Mueller Industries Inc Industrials	Added	13,838	+1,405	$1,533,250	+7.4%	1.04%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,985	+398	$1,485,579	+7.9%	1.01%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,775	+788	$1,411,901	+9.6%	0.96%
HOOD	Robinhood Markets, Inc. Financial Services	Added	19,023	+2,922	$1,318,293	−27.6%	0.90%
AMAT	Applied Materials Inc /De Technology	Reduced	3,762	-262	$1,285,813	+24.3%	0.88%
DE	Deere & Co Industrials	Added	1,940	+76	$1,092,802	+25.9%	0.74%
ROK	Rockwell Automation, Inc Industrials	Added	2,905	+374	$1,042,546	+5.9%	0.71%
ORCL	Oracle Corp Technology	Added	7,013	+122	$1,031,682	−23.2%	0.70%
SHEL	Shell plc Energy	Reduced	10,638	-326	$989,334	+22.8%	0.67%
CB	Chubb Ltd Financial Services	Held	3,000	0	$977,790	+4.4%	0.67%
GOOGL	Alphabet Inc. Communication Services	Added	3,312	+192	$952,398	−2.5%	0.65%
ES	Eversource Energy Utilities	Added	13,448	+4,243	$931,677	+50.3%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	18,679	-396	$910,601	−13.2%	0.62%
V	Visa Inc. Financial Services	Added	2,922	+142	$883,145	−9.4%	0.60%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,492	+557	$877,072	+15.7%	0.60%
WM	Waste Management Inc Industrials	Added	3,769	+445	$866,078	+18.6%	0.59%
UBER	Uber Technologies, Inc Technology	Added	11,916	+86	$857,117	−11.3%	0.58%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,115	-1,056	$842,887	−38.8%	0.57%
GLW	Corning Inc /Ny Technology	Reduced	6,172	-481	$839,206	+44.1%	0.57%
DUK	Duke Energy CORP Utilities	Added	6,407	+934	$838,932	+30.8%	0.57%
CAT	Caterpillar Inc Industrials	Reduced	1,142	-150	$809,061	+9.3%	0.55%