BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 1,085.0 $1.2M 0.59% -57.0 -5.0% $1065.01 -25.1%
22 DE DEERE & CO Industrials 1,804.0 $1.1M 0.59% -136.0 -7.0% $634.37 +3.2%
23 GLD SPDR GOLD TR Financial Services 2,767.0 $1.0M 0.52% -963.0 -25.8% $368.38 +10.9%
24 GOOGL ALPHABET INC Communication Services 2,626.0 $939K 0.48% -686.0 -20.7% $357.41 -5.1%
25 PAVE GLOBAL X FDS 14,909.0 $878K 0.45% -184.0 -1.2% $58.92 -7.2%
26 SHEL SHELL PLC Energy 10,546.0 $818K 0.42% -92.0 -0.9% $77.54 +17.9%
27 DUK DUKE ENERGY CORP NEW Utilities 6,121.0 $775K 0.40% -286.0 -4.5% $126.59 -5.3%
28 NFLX NETFLIX INC. Communication Services 9,955.0 $711K 0.36% -13K -56.4% $71.40 +13.5%
29 JNJ JOHNSON & JOHNSON Healthcare 2,672.0 $679K 0.35% -60.0 -2.2% $253.99 +4.7%
30 AUR AURORA INNOVATION INC Technology 96,176.0 $656K 0.34% -4K -3.9% $6.82 -17.4%
31 TEM TEMPUS AI INC Healthcare 10,684.0 $619K 0.32% -24K -69.5% $57.93 +8.8%
32 BA BOEING CO Industrials 2,560.0 $554K 0.28% -243.0 -8.7% $216.47 -4.0%
33 HBM HUDBAY MINERALS INC Basic Materials 22,566.0 $533K 0.27% -1K -4.5% $23.61 +21.4%
34 XLE SELECT SECTOR SPDR TR 9,930.0 $527K 0.27% -935.0 -8.6% $53.11 +20.4%
35 EEM ISHARES TR 7,432.0 $508K 0.26% -183.0 -2.4% $68.41 -2.0%
36 GE GE AEROSPACE Industrials 1,347.0 $503K 0.26% -77.0 -5.4% $373.71 -10.2%
37 ORCL ORACLE CORP Technology 3,389.0 $497K 0.26% -4K -51.7% $146.53 +1.7%
38 PWR QUANTA SVCS INC Industrials 650.0 $468K 0.24% -16.0 -2.4% $720.04 -15.7%
39 NUE NUCOR CORP Basic Materials 1,980.0 $441K 0.23% -159.0 -7.4% $222.72 +12.1%
40 APH AMPHENOL CORP Technology 2,392.0 $422K 0.22% -68.0 -2.8% $176.32 -10.1%
Page 2 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%