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Portfolio (Quarterly) Guide ↗

Finivi Inc.

· CIK 0002101641
13F Portfolio $195M AUM 111 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 24 Added 54 Reduced 8 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TOTL SSGA ACTIVE ETF TR 261,512.0 $10.3M 5.29% -3K -1.1% $39.47 -1.8%
2 QQQ INVESCO QQQ TR Financial Services 13,769.0 $10.1M 5.20% -2K -12.4% $736.40 -2.8%
3 GOOG ALPHABET INC 19,565.0 $6.9M 3.55% -2K -11.1% $353.33
4 AVGO BROADCOM INC Technology 17,845.0 $6.7M 3.46% -3K -12.7% $377.76 -2.2%
5 AAPL APPLE INC Technology 22,222.0 $6.4M 3.30% -982.0 -4.2% $289.36 +9.3%
6 AMZN AMAZON COM INC Consumer Cyclical 26,377.0 $6.3M 3.23% -532.0 -2.0% $238.34 +8.8%
7 LLY ELI LILLY & CO Healthcare 5,240.0 $6.3M 3.22% -181.0 -3.3% $1199.46 -3.2%
8 WMT WALMART INC Consumer Defensive 48,945.0 $5.5M 2.84% -3K -6.0% $113.26 -7.4%
9 BERKSHIRE HATHAWAY INC DEL 8,420.0 $4.2M 2.16% -359.0 -4.1% $500.39
10 C CITIGROUP INC Financial Services 23,604.0 $3.3M 1.70% -2K -6.8% $139.96 -6.0%
11 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 35,832.0 $3.3M 1.69% -333.0 -0.9% $92.09 -3.5%
12 VRT VERTIV HOLDINGS CO Industrials 9,746.0 $3.3M 1.67% -4K -28.0% $334.82 -23.1%
13 NU NU HLDGS LTD Financial Services 235,621.0 $3.1M 1.61% -36K -13.4% $13.36 +9.2%
14 MCD MCDONALDS CORP Consumer Cyclical 9,760.0 $2.6M 1.35% -951.0 -8.9% $270.31 -1.8%
15 GS GOLDMAN SACHS GROUP INC Financial Services 2,045.0 $2.1M 1.06% -27.0 -1.3% $1011.47 +1.5%
16 HOOD ROBINHOOD MKTS INC Financial Services 17,354.0 $1.7M 0.89% -2K -8.8% $100.28 +4.6%
17 B BARRICK MNG CORP Basic Materials 47,235.0 $1.7M 0.89% -4K -8.4% $36.73 +22.3%
18 PANW PALO ALTO NETWORKS INC Technology 3,700.0 $1.3M 0.65% -128.0 -3.3% $341.02 +12.1%
19 CNQ CANADIAN NAT RES LTD MED TER Energy 31,643.0 $1.2M 0.64% -897.0 -2.8% $39.50 +26.2%
20 JEPQ J P MORGAN EXCHANGE TRADED F 18,905.0 $1.2M 0.60% -1K -7.2% $61.46 -2.1%
Page 1 of 3  ·  54 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
Technology 23.7%
Financial Services 22.2%
Industrials 11.0%
Consumer Defensive 10.9%
Consumer Cyclical 9.6%
Healthcare 7.4%
Communication Services 5.8%
Utilities 3.6%
Basic Materials 2.5%
Real Estate 1.9%