Finivi Inc. — 13F Holdings & Portfolio

CIK 2101641 · latest 13F-HR filed 2026-07-09

Finivi Inc. manages $194.9M in 13F-reported U.S. long-equity assets across 111 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TOTL (5.29%), VCIT (5.22%), QQQ (5.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 8, added to 46, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1400 COMPUTER DRIVE
SUITE 302
WESTBOROUGH, MA 01581
Phone
(508) 870-0440
Filing Manager
Finivi Inc.
WESTBOROUGH, MA
Signatory
Eric C. Jansen
Founder, President & Chief Investment Officer
Loading holdings…
AUM

$194.9M

Long-equity book

Holdings

111

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+16 / −8 / ↑46 / ↓23

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$1.6M +186.8%
  • APPLIED MATLS INC$1.5M +115.7%
  • ELI LILLY & CO$1.3M +26.1%
  • PHILIP MORRIS INTL INC$1.2M +82.9%
  • UNION PAC CORP$1.2M +465.1%
Show all 46

Top Trims

  • NETFLIX INC.-$1.5M -67.6%
  • MP MATERIALS CORP-$1.2M -76.8%
  • AT&T INC-$1.0M -28.6%
  • TEMPUS AI INC-$964.9K -60.9%
  • WALMART INC-$924.6K -14.3%
Show all 23

New Positions

  • SPDR SERIES TRUST$3.5M
  • SIMON PPTY GROUP INC NEW$1.7M
  • MICRON TECHNOLOGY INC$1.5M
  • SPACE EXPLORATION TECHN CORP$1.0M
  • SONIDA SENIOR LIVING INC$873.0K
Show all 16

Exited Positions

  • EXXON MOBIL CORP$5.3M
  • BLOCK INC$798.5K
  • INVESCO EXCHANGE TRADED FD T$470.6K
  • UNITED PARCEL SVCS INC$383.0K
  • FIVE9 INC$274.7K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SSGA ACTIVE ETF TR TOTL 78467V848 $10.3M 5.29% 261,512 SH
2 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $10.2M 5.22% 123,173 SH
3 INVESCO QQQ TR QQQ 46090E103 $10.1M 5.20% 13,769 SH
4 ALPHABET INC GOOG 02079K107 $6.9M 3.55% 19,565 SH
5 BROADCOM INC AVGO 11135F101 $6.7M 3.46% 17,845 SH
6 APPLE INC AAPL 037833100 $6.4M 3.30% 22,222 SH
7 AMAZON COM INC AMZN 023135106 $6.3M 3.22% 26,377 SH
8 ELI LILLY & CO LLY 532457108 $6.3M 3.22% 5,240 SH
9 WALMART INC WMT 931142103 $5.5M 2.84% 48,945 SH
10 NVIDIA CORPORATION NVDA 67066G104 $5.5M 2.83% 27,599 SH
11 MICROSOFT CORP MSFT 594918104 $5.1M 2.62% 13,677 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.2M 2.16% 8,420 SH
13 META PLATFORMS INC META 30303M102 $4.0M 2.06% 7,124 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $4.0M 2.05% 12,207 SH
15 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.9M 1.98% 4,128 SH
16 SELECT SECTOR SPDR TR XLI 81369Y704 $3.7M 1.91% 20,109 SH
17 SPDR SERIES TRUST NZUS 78464A573 $3.5M 1.81% 26,758 SH
18 CITIGROUP INC C 172967424 $3.3M 1.69% 23,604 SH
19 OREILLY AUTOMOTIVE INC ORLY 67103H107 $3.3M 1.69% 35,832 SH
20 VERTIV HOLDINGS CO VRT 92537N108 $3.3M 1.67% 9,746 SH
21 NU HLDGS LTD NU G6683N103 $3.1M 1.61% 235,621 SH
22 NEXTERA ENERGY INC NEE 65339F101 $2.9M 1.51% 33,603 SH
23 APPLIED MATLS INC AMAT 038222105 $2.8M 1.42% 3,836 SH
24 PHILIP MORRIS INTL INC PM 718172109 $2.7M 1.39% 15,022 SH
25 MCDONALDS CORP MCD 580135101 $2.6M 1.35% 9,760 SH
26 AT&T INC T 00206R102 $2.5M 1.29% 121,950 SH
27 KROGER CO KR 501044101 $2.5M 1.28% 44,890 SH
28 CORNING INC GLW 219350105 $2.4M 1.23% 9,422 SH
29 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.2M 1.11% 3,080 SH
30 GOLDMAN SACHS GROUP INC GS 38141G104 $2.1M 1.06% 2,045 SH
31 SIMON PPTY GROUP INC NEW SPG 828806109 $1.7M 0.90% 7,813 SH
32 ROBINHOOD MKTS INC HOOD 770700102 $1.7M 0.89% 17,354 SH
33 BARRICK MNG CORP B 06849F108 $1.7M 0.89% 47,235 SH
34 MUELLER INDS INC MLI 624756102 $1.7M 0.89% 14,108 SH
35 MICRON TECHNOLOGY INC MU 595112103 $1.5M 0.79% 1,330 SH
36 UNION PAC CORP UNP 907818108 $1.5M 0.77% 5,491 SH
37 ROCKWELL AUTOMATION INC ROK 773903109 $1.5M 0.75% 2,935 SH
38 PROCTER & GAMBLE CO PG 742718109 $1.4M 0.74% 9,791 SH
39 UNITEDHEALTH GROUP INC UNH 91324P102 $1.3M 0.68% 3,211 SH
40 PALO ALTO NETWORKS INC PANW 697435105 $1.3M 0.65% 3,700 SH
41 CANADIAN NAT RES LTD MED TER CNQ 136385101 $1.2M 0.64% 31,643 SH
42 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.2M 0.60% 18,905 SH
43 CATERPILLAR INC CAT 149123101 $1.2M 0.59% 1,085 SH
44 DEERE & CO DE 244199105 $1.1M 0.59% 1,804 SH
45 VANGUARD BD INDEX FDS VUSB 92203C303 $1.1M 0.57% 22,234 SH
46 BANK OF AMER CORP BAC 060505104 $1.1M 0.55% 18,698 SH
47 CHUBB LIMITED CB H1467J104 $1.0M 0.52% 3,000 SH
48 SPDR GOLD TR GLD 78463V107 $1.0M 0.52% 2,767 SH
49 VISA INC V 92826C839 $1.0M 0.52% 2,943 SH
50 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.0M 0.52% 5,898 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $194.9M 111 0002085853-26-000668
2026-03-31 2026-04-10 $183.1M 103 0002085853-26-000338
2025-12-31 2026-01-27 $172.9M 103 0002085853-26-000104