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Portfolio (Quarterly) Guide ↗

Finivi Inc.

· CIK 0002101641
13F Portfolio $183M AUM 103 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 60 Added 27 Reduced 12 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 3,312.0 $952K 0.52% +192.0 +6.2% $287.57 +35.2%
42 ES EVERSOURCE ENERGY Utilities 13,448.0 $932K 0.51% +4K +46.1% $69.28 +0.6%
43 V VISA INC Financial Services 2,922.0 $883K 0.48% +142.0 +5.1% $302.21 +8.0%
44 TJX TJX COS INC NEW Consumer Cyclical 5,492.0 $877K 0.48% +557.0 +11.3% $159.69 -0.5%
45 WM WASTE MGMT INC DEL Industrials 3,769.0 $866K 0.47% +445.0 +13.4% $229.79 -5.2%
46 UBER UBER TECHNOLOGIES INC Technology 11,916.0 $857K 0.47% +86.0 +0.7% $71.93 -2.5%
47 DUK DUKE ENERGY CORP NEW Utilities 6,407.0 $839K 0.46% +934.0 +17.1% $130.94 -4.6%
48 BLOCK INC 13,268.0 $798K 0.44% +2K +18.7% $60.18
49 DLR DIGITAL RLTY TR INC Real Estate 3,849.0 $694K 0.38% +329.0 +9.3% $180.19 +7.5%
50 JNJ JOHNSON & JOHNSON Healthcare 2,732.0 $668K 0.36% +274.0 +11.2% $244.46 -5.8%
51 XLE SELECT SECTOR SPDR TR 10,865.0 $666K 0.36% +880.0 +8.8% $61.26 -5.5%
52 HD HOME DEPOT INC Consumer Cyclical 1,863.0 $613K 0.34% +162.0 +9.5% $328.95 -5.6%
53 VUSB VANGUARD BD INDEX FDS 11,553.0 $575K 0.31% +2K +16.3% $49.78 -0.0%
54 URI UNITED RENTALS INC Industrials 689.0 $502K 0.27% +23.0 +3.5% $728.19 +32.2%
55 PGR PROGRESSIVE CORP Financial Services 2,292.0 $454K 0.25% +353.0 +18.2% $198.24 +0.3%
56 NUE NUCOR CORP Basic Materials 2,139.0 $362K 0.20% +144.0 +7.2% $169.09 +42.1%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 7,081.0 $355K 0.19% +83.0 +1.2% $50.20 -3.7%
58 FIVN FIVE9 INC Technology 18,107.0 $275K 0.15% +3K +21.4% $15.17 +50.2%
59 EMR EMERSON ELEC CO Industrials 2,045.0 $268K 0.15% +204.0 +11.1% $131.05 +7.6%
60 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,582.0 $211K 0.12% +289.0 +4.6% $32.01 +0.9%
Page 3 of 3  ·  60 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
Financial Services 20.4%
Technology 19.2%
Communication Services 11.8%
Consumer Defensive 11.2%
Consumer Cyclical 9.8%
Industrials 8.8%
Healthcare 6.4%
Energy 5.3%
Utilities 3.4%
Basic Materials 3.2%