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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NUE NUCOR CORP Basic Materials 1,980.0 $441K 0.23% -159.0 -7.4% $222.72 +12.1%
82 RTX RTX CORPORATION Industrials 2,286.0 $434K 0.22% $189.71 +9.5%
83 APH AMPHENOL CORP Technology 2,392.0 $422K 0.22% -68.0 -2.8% $176.32 -10.1%
84 UBER UBER TECHNOLOGIES INC Technology 5,706.0 $412K 0.21% -6K -52.1% $72.16 +4.8%
85 OKTA OKTA INC Technology 2,963.0 $404K 0.21% -279.0 -8.6% $136.45 +26.8%
86 COF CAPITAL ONE FINL CORP Financial Services 2,005.0 $402K 0.21% +42.0 +2.1% $200.62 +6.9%
87 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,365.0 $400K 0.20% NEW $293.24 +5.5%
88 MMM 3M CO Industrials 2,440.0 $395K 0.20% $161.90 +6.1%
89 GEV GE VERNOVA INC Utilities 324.0 $381K 0.20% NEW $1174.86 -23.5%
90 MP MP MATERIALS CORP Basic Materials 6,498.0 $364K 0.19% -26K -80.0% $56.01 -2.2%
91 ACGL ARCH CAP GROUP LTD Financial Services 3,558.0 $345K 0.18% NEW $97.06 +1.0%
92 ROST ROSS STORES INC Consumer Cyclical 1,556.0 $331K 0.17% -34.0 -2.1% $212.85 +7.4%
93 EMR EMERSON ELEC CO Industrials 2,278.0 $326K 0.17% +233.0 +11.4% $143.12 +6.5%
94 APP APPLOVIN CORP Technology 617.0 $318K 0.16% -67.0 -9.8% $515.23 -39.4%
95 NLR VANECK ETF TRUST 2,713.0 $315K 0.16% +52.0 +1.9% $116.00 +1.9%
96 IWM ISHARES TR 963.0 $289K 0.15% -108.0 -10.1% $300.33 -2.1%
97 VZ VERIZON COMMUNICATIONS INC Communication Services 6,812.0 $288K 0.15% -269.0 -3.8% $42.34 +18.1%
98 AMT AMERICAN TOWER CORP Real Estate 1,759.0 $288K 0.15% NEW $163.55 +7.4%
99 ETN EATON CORP PLC Industrials 670.0 $286K 0.15% -70.0 -9.5% $426.12 -5.7%
100 EIX EDISON INTL Utilities 3,615.0 $269K 0.14% +377.0 +11.6% $74.44 -27.5%
Page 5 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%