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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 5,706.0 $412K 0.21% -6K -52.1% $72.16 +4.8%
42 OKTA OKTA INC Technology 2,963.0 $404K 0.21% -279.0 -8.6% $136.45 +26.8%
43 MP MP MATERIALS CORP Basic Materials 6,498.0 $364K 0.19% -26K -80.0% $56.01 -2.2%
44 ROST ROSS STORES INC Consumer Cyclical 1,556.0 $331K 0.17% -34.0 -2.1% $212.85 +7.4%
45 APP APPLOVIN CORP Technology 617.0 $318K 0.16% -67.0 -9.8% $515.23 -39.4%
46 IWM ISHARES TR 963.0 $289K 0.15% -108.0 -10.1% $300.33 -2.1%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 6,812.0 $288K 0.15% -269.0 -3.8% $42.34 +18.1%
48 ETN EATON CORP PLC Industrials 670.0 $286K 0.15% -70.0 -9.5% $426.12 -5.7%
49 AIT APPLIED INDL TECHNOLOGIES IN Industrials 715.0 $242K 0.12% -84.0 -10.5% $338.21 -4.2%
50 JEPI J P MORGAN EXCHANGE TRADED F 3,930.0 $222K 0.11% -908.0 -18.8% $56.48 +1.8%
51 PLTR PALANTIR TECHNOLOGIES INC Technology 1,829.0 $213K 0.11% -87.0 -4.5% $116.67 +59.8%
52 ISRG INTUITIVE SURGICAL INC Healthcare 532.0 $212K 0.11% -785.0 -59.6% $397.68 -5.2%
53 IHI ISHARES TR 4,240.0 $210K 0.11% -3K -45.2% $49.41 +11.3%
54 FCX FREEPORT MCMORAN INC Basic Materials 3,286.0 $207K 0.11% -396.0 -10.8% $62.90 +20.4%
Page 3 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%