Finivi Inc.

Finivi Inc. reported 112 holdings worth US$210M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Finivi Inc. reported 112 holdings worth US$210M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).

Holdings
112
Value as reported
US$210M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc22,405US$7.46M3.6%
Alphabet Inc (google) Class C21,819US$7.44M3.6%
Microsoft Corp.13,950US$7.16M3.4%
Amazon.com, Inc.26,508US$6.6M3.2%
Nvidia Corporation27,921US$6.38M3.0%
Broadcom Inc.17,998US$6.32M3.0%
Eli Lilly And Company5,336US$6.17M2.9%
Meta Platforms, Inc.7,189US$5.21M2.5%
Walmart Inc.49,713US$5.17M2.5%
Berkshire Hathaway Inc.8,492US$4.23M2.0%
Jp Morgan Chase & Co.12,401US$4.1M2.0%
Costco Wholesale Corporation4,213US$3.84M1.8%
Citigroup, Inc.24,105US$3.12M1.5%
O'reilly Automotive, Inc.36,355US$3.11M1.5%
Nu Holdings Ltd.236KUS$2.99M1.4%
Philip Morris International Inc15,234US$2.91M1.4%
Kroger Company (the)46,488US$2.73M1.3%
Nextera Energy, Inc.34,277US$2.6M1.2%
Vertiv Holdings, Llc9,774US$2.36M1.1%
Crowdstrike Holdings, Inc.8,079US$2.14M1.0%
Applied Materials, Inc.3,966US$2.03M0.97%
Mueller Industries, Inc.33,237US$2.01M0.96%
Robinhood Markets, Inc.17,735US$2M0.95%
Barrick Mining Corporation48,901US$1.99M0.95%
Goldman Sachs Group, Inc. (the)2,067US$1.86M0.89%
Micron Technology, Inc.1,720US$1.83M0.87%
At&t Inc.72,761US$1.78M0.85%
Union Pacific Corporation5,731US$1.56M0.74%
Canadian Natural Resources Limited32,067US$1.51M0.72%
Corning Incorporated9,657US$1.48M0.71%
Palo Alto Networks, Inc.3,626US$1.44M0.69%
Procter & Gamble Company (the)9,730US$1.41M0.67%
Space Exploration Technologies Corp9,214US$1.39M0.66%
Rockwell Automation, Inc.2,979US$1.3M0.62%
Mcdonald's Corporation5,250US$1.21M0.58%
Deere & Company1,774US$1.19M0.57%
Unitedhealth Group Incorporated3,202US$1.18M0.56%
Visa Inc.2,919US$1.05M0.50%
Bank Of America Corporation18,746US$1.02M0.49%
Shell Plc10,484US$996K0.48%
Bloom Energy Corporation3,336US$924K0.44%
Tempus Ai, Inc.10,610US$869K0.41%
Eversource Energy (d/b/a)13,428US$862K0.41%
Waste Management, Inc.4,132US$843K0.40%
Sonida Senior Living, Inc.21,828US$820K0.39%
Johnson & Johnson2,959US$783K0.37%
Tjx Companies, Inc. (the)5,770US$763K0.36%
Abbvie Inc.2,881US$754K0.36%
United Rentals, Inc.747US$747K0.36%
Digital Realty Trust, Inc.4,256US$747K0.36%
Vistra Corp.5,276US$730K0.35%
Caterpillar, Inc.895US$725K0.35%
Duke Energy Corporation (holding Company)6,167US$703K0.34%
Netflix, Inc.10,055US$700K0.33%
Okta, Inc.3,195US$668K0.32%
Valmont Industries, Inc.1,372US$635K0.30%
Expedia Group, Inc.2,318US$610K0.29%
Simon Property Group, Inc.3,026US$607K0.29%
Home Depot, Inc. (the)2,105US$599K0.29%
Progressive Corporation (the)2,591US$537K0.26%
Aurora Innovation, Inc.95,902US$531K0.25%
Kimberly-clark Corporation5,249US$511K0.24%
Nucor Corporation2,116US$495K0.24%
Oracle Corporation3,576US$491K0.23%
Hudbay Minerals Inc17,615US$470K0.22%
Boeing Company (the)2,505US$466K0.22%
American International Group, Inc. New6,027US$449K0.21%
Rtx Corporation2,287US$424K0.20%
Amphenol Corporation4,967US$419K0.20%
Ge Aerospace1,339US$418K0.20%
3m Company2,440US$400K0.19%
Uber Technologies, Inc.5,775US$396K0.19%
Quanta Services, Inc.608US$391K0.19%
Air Products And Chemicals, Inc.1,380US$384K0.18%
Emerson Electric Company2,285US$354K0.17%
Ross Stores, Inc.1,501US$350K0.17%
Freeport-mcmoran, Inc.4,943US$346K0.17%
Palantir Technologies Inc.1,801US$337K0.16%
Ge Vernova Inc.354US$336K0.16%
Arch Capital Group Ltd.3,568US$330K0.16%
Verizon Communications Inc.7,142US$328K0.16%
Mp Materials Corp.6,437US$304K0.15%
American Tower Corporation (reit)1,674US$274K0.13%
Abbott Laboratories2,714US$268K0.13%
Applied Industrial Technologies, Inc.708US$235K0.11%
Teck Resources Limited Class A3,269US$215K0.10%
Mastercard Incorporated386US$213K0.10%
Edison International3,947US$212K0.10%
Intuitive Surgical, Inc.518US$211K0.10%
The Travelers Companies, Inc.568US$203K0.10%
Qxo, Inc.12,702US$148K0.07%
Viking Holdings Ltd0US$00.00%
Applovin Corporation0US$00.00%
Capital One Financial Corporation0US$00.00%
Kla Corporation0US$00.00%

Source

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