Finivi Inc.
•CIK: 2101641•Filing: Q4 2025
**Finivi Inc.** manages $173M across a diversified portfolio of 103 positions. The fund maintains significant exposure to core technology and market indices, highlighted by top holdings including TOTL ($9.3M) and NDQ ($8.9M). Further concentration is evident in fixed income and mega-cap tech names, with VCIT ($8.3M), AVGO ($6.9M), and GOOG ($6.8M) anchoring key segments. This structure suggests a tactical allocation balancing broad market beta with selective, high-conviction technology plays.
Total AUM
$172.9M
QoQ Performance
-11.6%
Positions
99
Top 10 Concentration
39.8%
Latest Filing
Q4 2025
Top Holdings Allocation
TOTL
NDQ
TOTL5.4%
NDQ5.2%
VCIT4.8%
AVGO4.0%
GOOG3.9%
MSFT3.6%
AAPL3.5%
AMZN3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.9%
Technology21.7%
Consumer11.2%
Financial7.5%
Healthcare4.5%
Communication2.8%
Energy2.0%
Utilities1.8%
🚪 Exited Positionssold since Q3 2025
+57 more exited positions
Changes from Q3 2025
NEW4 new positions
↑34 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025