Finivi Inc.

CIK

2101641

Location

WESTBOROUGH, MA

Portfolio Value

Micro $5,105,298

Diversification

Diversified

Filing Date

Global Rank

#4,889 / 8,586 ▲ 234

Top Industry

Semiconductors 8.3%

3Y Alpha vs SPY

-2.6%

Period ended 3 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

+67.1%

SPY

+78.1%

Annualised alpha

-2.6%

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

4 positions · $5,105,298 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Added	33,352	+2,176	$3,097,733	+23.8%	60.68%
ES	Eversource Energy Utilities	Added	13,448	+4,243	$931,677	+50.3%	18.25%
DUK	Duke Energy CORP Utilities	Added	6,407	+934	$838,932	+30.8%	16.43%
EIX	Edison International Utilities	NEW	3,238	NEW	$236,956	NEW	4.64%