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Portfolio (Quarterly) Guide ↗

Finivi Inc.

· CIK 0002101641
13F Portfolio $183M AUM 103 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 60 Added 27 Reduced 12 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATLS INC Technology 3,762.0 $1.3M 0.70% -262.0 -6.5% $341.75 +33.1%
2 JEPQ J P MORGAN EXCHANGE TRADED F 20,377.0 $1.1M 0.62% -780.0 -3.7% $55.52 +9.1%
3 SHEL SHELL PLC Energy 10,638.0 $989K 0.54% -326.0 -3.0% $93.00 -10.3%
4 BAC BANK AMERICA CORP Financial Services 18,679.0 $911K 0.50% -396.0 -2.1% $48.75 +7.2%
5 UNH UNITEDHEALTH GROUP INC Healthcare 3,115.0 $843K 0.46% -1K -25.3% $270.59 +39.9%
6 GLW CORNING INC Technology 6,172.0 $839K 0.46% -481.0 -7.2% $135.97 +44.2%
7 CAT CATERPILLAR INC Industrials 1,142.0 $809K 0.44% -150.0 -11.6% $708.59 +28.2%
8 PANW PALO ALTO NETWORKS INC Technology 3,828.0 $614K 0.34% -243.0 -6.0% $160.32 +52.8%
9 ABBV ABBVIE INC Healthcare 2,810.0 $611K 0.33% -80.0 -2.8% $217.46 -2.0%
10 ISRG INTUITIVE SURGICAL INC Healthcare 1,317.0 $607K 0.33% -8.0 -0.6% $460.99 -6.2%
11 HBM HUDBAY MINERALS INC Basic Materials 23,635.0 $494K 0.27% -4K -13.5% $20.90 +23.7%
12 RTX RTX CORPORATION Industrials 2,285.0 $441K 0.24% -14.0 -0.6% $192.90 -7.6%
13 IHI ISHARES TR 7,737.0 $413K 0.23% -2K -18.4% $53.35 -5.8%
14 AUR AURORA INNOVATION INC Technology 100,090.0 $412K 0.23% -5K -4.6% $4.12 +69.9%
15 GE GE AEROSPACE Industrials 1,424.0 $404K 0.22% -15.0 -1.0% $283.73 +10.8%
16 PWR QUANTA SVCS INC Industrials 666.0 $366K 0.20% -64.0 -8.8% $549.02 +36.1%
17 NLR VANECK ETF TRUST 2,661.0 $354K 0.19% -95.0 -3.5% $133.21 -0.0%
18 ROST ROSS STORES INC Consumer Cyclical 1,590.0 $344K 0.19% -87.0 -5.2% $216.63 +8.3%
19 PLTR PALANTIR TECHNOLOGIES INC Technology 1,916.0 $280K 0.15% -94.0 -4.7% $146.28 -8.9%
20 JEPI J P MORGAN EXCHANGE TRADED F 4,838.0 $274K 0.15% -58.0 -1.2% $56.68 -0.8%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.4%
Technology 19.2%
Communication Services 11.8%
Consumer Defensive 11.2%
Consumer Cyclical 9.8%
Industrials 8.8%
Healthcare 6.4%
Energy 5.3%
Utilities 3.4%
Basic Materials 3.2%