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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 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NU NU HLDGS LTD Financial Services 235,621.0 $3.1M 1.61% -36K -13.4% $13.36 +8.9%
22 NEE NEXTERA ENERGY INC Utilities 33,603.0 $2.9M 1.51% +251.0 +0.8% $87.77 -6.2%
23 AMAT APPLIED MATLS INC Technology 3,836.0 $2.8M 1.42% +74.0 +2.0% $723.01 -36.6%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 15,022.0 $2.7M 1.39% +6K +67.2% $180.91 +3.5%
25 MCD MCDONALDS CORP Consumer Cyclical 9,760.0 $2.6M 1.35% -951.0 -8.9% $270.31 -2.5%
26 T AT&T INC Communication Services 121,950.0 $2.5M 1.29% $20.70 +25.0%
27 KR KROGER CO Consumer Defensive 44,890.0 $2.5M 1.28% +1K +2.4% $55.53 +3.6%
28 GLW CORNING INC Technology 9,422.0 $2.4M 1.24% +3K +52.7% $255.43 -41.8%
29 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,080.0 $2.2M 1.11% $703.35 -2.3%
30 GS GOLDMAN SACHS GROUP INC Financial Services 2,045.0 $2.1M 1.06% -27.0 -1.3% $1011.47 +1.4%
31 SPG SIMON PPTY GROUP INC NEW Real Estate 7,813.0 $1.7M 0.90% NEW $223.65 -5.1%
32 HOOD ROBINHOOD MKTS INC Financial Services 17,354.0 $1.7M 0.89% -2K -8.8% $100.28 +4.5%
33 B BARRICK MNG CORP Basic Materials 47,235.0 $1.7M 0.89% -4K -8.4% $36.73 +22.0%
34 MLI MUELLER INDS INC Industrials 14,108.0 $1.7M 0.89% +270.0 +1.9% $122.93 -49.2%
35 MU MICRON TECHNOLOGY INC Technology 1,330.0 $1.5M 0.79% NEW $1154.29 -16.9%
36 UNP UNION PAC CORP Industrials 5,491.0 $1.5M 0.77% +4K +404.2% $271.98 +10.5%
37 ROK ROCKWELL AUTOMATION INC Industrials 2,935.0 $1.5M 0.74% +30.0 +1.0% $495.13 -14.3%
38 PG PROCTER & GAMBLE CO Consumer Defensive 9,791.0 $1.4M 0.74% $146.64 -1.0%
39 UNH UNITEDHEALTH GROUP INC Healthcare 3,211.0 $1.3M 0.69% +96.0 +3.1% $415.60 -6.3%
40 PANW PALO ALTO NETWORKS INC Technology 3,700.0 $1.3M 0.65% -128.0 -3.3% $341.02 +12.1%
Page 2 of 6  ·  111 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%