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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMI VALMONT INDS INC Industrials 1,324.0 $765K 0.39% NEW $577.60 -18.7%
62 DLR DIGITAL RLTY TR INC Real Estate 4,039.0 $725K 0.37% +190.0 +4.9% $179.58 +3.3%
63 NFLX NETFLIX INC. Communication Services 9,955.0 $711K 0.36% -13K -56.4% $71.40 +13.5%
64 ABBV ABBVIE INC Healthcare 2,819.0 $709K 0.36% $251.65 +1.9%
65 HD HOME DEPOT INC Consumer Cyclical 1,989.0 $701K 0.36% +126.0 +6.8% $352.68 -7.0%
66 JNJ JOHNSON & JOHNSON Healthcare 2,672.0 $679K 0.35% -60.0 -2.2% $253.99 +4.7%
67 AUR AURORA INNOVATION INC Technology 96,176.0 $656K 0.34% -4K -3.9% $6.82 -17.4%
68 XLB SELECT SECTOR SPDR TR 12,901.0 $656K 0.34% $50.83 +3.7%
69 TEM TEMPUS AI INC Healthcare 10,684.0 $619K 0.32% -24K -69.5% $57.93 +8.8%
70 BA BOEING CO Industrials 2,560.0 $554K 0.28% -243.0 -8.7% $216.47 -4.0%
71 PGR PROGRESSIVE CORP Financial Services 2,464.0 $538K 0.28% +172.0 +7.5% $218.45 -0.2%
72 HBM HUDBAY MINERALS INC Basic Materials 22,566.0 $533K 0.27% -1K -4.5% $23.61 +21.4%
73 XLE SELECT SECTOR SPDR TR 9,930.0 $527K 0.27% -935.0 -8.6% $53.11 +20.4%
74 HONEYWELL INTL INC 2,325.0 $521K 0.27% NEW $223.93
75 EEM ISHARES TR 7,432.0 $508K 0.26% -183.0 -2.4% $68.41 -2.0%
76 GE GE AEROSPACE Industrials 1,347.0 $503K 0.26% -77.0 -5.4% $373.71 -10.2%
77 HONEYWELL AEROSPACE INC 2,254.0 $498K 0.26% NEW $221.08
78 ORCL ORACLE CORP Technology 3,389.0 $497K 0.26% -4K -51.7% $146.53 +1.8%
79 PWR QUANTA SVCS INC Industrials 650.0 $468K 0.24% -16.0 -2.4% $720.04 -15.7%
80 AIG AMERICAN INTL GROUP INC Financial Services 6,027.0 $449K 0.23% $74.53 +2.5%
Page 4 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%