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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COF CAPITAL ONE FINL CORP Financial Services 1,963.0 $358K 0.20% NEW $182.43 +3.7%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 7,081.0 $355K 0.19% +83.0 +1.2% $50.20 -3.2%
83 NLR VANECK ETF TRUST 2,661.0 $354K 0.19% -95.0 -3.5% $133.21 -0.4%
84 MMM 3M CO Industrials 2,440.0 $354K 0.19% $145.22 +7.3%
85 ROST ROSS STORES INC Consumer Cyclical 1,590.0 $344K 0.19% -87.0 -5.2% $216.63 +8.3%
86 APH AMPHENOL CORP Technology 2,460.0 $311K 0.17% NEW $126.35 +11.7%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 1,916.0 $280K 0.15% -94.0 -4.7% $146.28 -9.0%
88 FIVN FIVE9 INC Technology 18,107.0 $275K 0.15% +3K +21.4% $15.17 +47.8%
89 JEPI J P MORGAN EXCHANGE TRADED F 4,838.0 $274K 0.15% -58.0 -1.2% $56.68 -0.6%
90 APP APPLOVIN CORP Technology 684.0 $272K 0.15% -27.0 -3.8% $398.00 +41.7%
91 EMR EMERSON ELEC CO Industrials 2,045.0 $268K 0.15% +204.0 +11.1% $131.05 +6.4%
92 IWM ISHARES TR 1,071.0 $266K 0.14% -66.0 -5.8% $247.90 +17.0%
93 ETN EATON CORP PLC Industrials 740.0 $265K 0.14% -57.0 -7.2% $357.67 +13.2%
94 UNP UNION PAC CORP Industrials 1,089.0 $264K 0.14% -6.0 -0.6% $242.70 +15.0%
95 OKTA OKTA INC Technology 3,242.0 $255K 0.14% NEW $78.71 +13.7%
96 QXO QXO INC Industrials 12,522.0 $243K 0.13% NEW $19.42 -10.1%
97 PHM PULTE GROUP INC Consumer Cyclical 2,027.0 $238K 0.13% NEW $117.61 +0.9%
98 EIX EDISON INTL Utilities 3,238.0 $237K 0.13% NEW $73.19 -2.3%
99 ABT ABBOTT LABORATORIES Healthcare 2,163.0 $222K 0.12% -12.0 -0.6% $102.69 -16.4%
100 FCX FREEPORT MCMORAN INC Basic Materials 3,682.0 $216K 0.12% NEW $58.79 +8.1%
Page 5 of 6  ·  103 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%