StockDriftsStockDriftsTop 50 Finivi INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 6.5% | 274.9K | $13.6M | +1136.61%(+252.71K) | $49.68(-0.35%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 5.58% | 231.7K | $11.7M | new | $50.48(+0.22%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.9% | 13.9K | $10.3M | +0.83%(+114) | $409.85(+75.27%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.56% | 22.4K | $7.5M | +0.82%(+183) | $190.47(+80.05%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.41% | 13.9K | $7.2M | +2.00%(+273) | $356.06(+49.84%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.15% | 26.5K | $6.6M | +0.50%(+131) | $147.48(+77.96%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.13% | 19.2K | $6.5M | -1.76%(-345) | $140.86(+141.49%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.04% | 27.9K | $6.4M | +1.17%(+322) | $63.47(+242.02%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.02% | 18.0K | $6.3M | +0.86%(+153) | $113.55(+194.65%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.95% | 5.3K | $6.2M | +1.83%(+96) | $643.30(+92.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.75% | +63.26% | — | — | +63.26% |
| Top 20 Holdings Unweighted | +18.56% | +66.64% | — | — | +66.64% |
Finivi INC reports $209.53M in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are VUSB (6.5%), JAAA (5.6%) and QQQ (4.9%). The top 20 holdings account for 58.55% of reported assets. Its disclosed equity book has returned +63.26% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Finivi INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2101641). View Finivi INC’s 13F filings on SEC