StockDriftsStockDriftsTop 50 Finivi Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | 5.29% | 261.5K | $10.3M | -1.12%(-2.96K) | $40.36(-3.76%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.22% | 123.2K | $10.2M | -0.02%(-23) | $83.80(-3.16%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.2% | 13.8K | $10.1M | -12.45%(-1.96K) | $407.13(+79.92%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.55% | 19.6K | $6.9M | -11.10%(-2.44K) | $140.86(+143.26%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.46% | 17.8K | $6.7M | -12.65%(-2.58K) | $111.40(+253.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.3% | 22.2K | $6.4M | -4.23%(-982) | $189.48(+61.17%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.22% | 26.4K | $6.3M | -1.98%(-532) | $147.00(+78.60%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.22% | 5.2K | $6.3M | -3.34%(-181) | $633.50(+86.17%) | 2026-06-30 | |
| WMT | WALMART INC | 2.84% | 48.9K | $5.5M | -5.96%(-3.10K) | $57.95(+98.29%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 27.6K | $5.5M | +0.19%(+52) | $61.71(+266.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +60.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +63.70% |
Finivi Inc. reports $194.94M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are TOTL (5.3%), VCIT (5.2%) and QQQ (5.2%). The top 20 holdings account for 57.77% of reported assets. Its disclosed equity book has returned +60.99% cumulatively over 11 quarters. Figures reflect the Q2 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