Finivi Inc.

Position in MSFT — Microsoft Corp

CIK 2101641 WESTBOROUGH, MA

Position in MSFT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,101,794

+$59,709 QoQ

Shares Held

13,677

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.39%

of 13F equity value

Holder Rank

#3,321

of 6,194 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Finivi Inc. holds $7,477,915 across 5 Software - Infrastructure names. MSFT ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	13,677	$5,101,794
2	PANW	Palo Alto Networks Inc	3,700	$1,261,774
3	ORCL	Oracle Corp	3,389	$496,657
4	OKTA	Okta, Inc.	2,963	$404,301
5	PLTR	Palantir Technologies Inc.	1,829	$213,389

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,101,794	13,677	+0.4%	Shares	Sole	2026-07-09
2026-03-31	$5,042,085	13,621	+4.8%	Shares	Sole	2026-04-10
2025-12-31	$6,283,191	12,992	-1.5%	Shares	Sole	2026-01-27
2025-09-30	$6,832,796	13,192	+0.1%	Shares	Sole	2025-12-19
2025-06-30	$6,554,868	13,178	+2.2%	Shares	Sole	2025-12-19
2025-03-31	$4,841,780	12,898	+3.9%	Shares	Sole	2025-12-19
2024-12-31	$5,232,501	12,414	-2.9%	Shares	Sole	2025-12-19
2024-09-30	$5,499,664	12,781	-0.0%	Shares	Sole	2025-12-19
2024-06-30	$5,713,361	12,783	+0.5%	Shares	Sole	2025-12-19
2024-03-31	$5,349,454	12,715	+0.8%	Shares	Sole	2025-12-19
2023-12-31	$4,744,872	12,618	+22.5%	Shares	Sole	2025-12-19
2021-12-31	$3,463,087	10,297	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.