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CIK: 0002101641
Total reported value
$194.9M
$194.9M
86 檔
13.4%
As reported in its official Q1 2025 Form 13F filing, Finivi Inc.'s tracked investment portfolio stood at $194.9M with 86 total positions.
In Q1 2025, Finivi Inc. displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, AMZN) accounted for 13.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.72% | +0.24% | +3.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.08% | +2.65% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.94% | +0.16% | +2.63% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.13% | +3.90% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.53% | -0.69% | -0.93% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.48% | -0.14% | +3.25% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.30% | -0.16% | +3.43% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.22% | +0.10% | +3.41% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.20% | +0.01% | +1.68% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.09% | +0.50% | +0.91% | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.73% | -0.13% | +5.10% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.72% | -0.22% | +2.67% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.56% | -2.87% | EXIT | |
| 14 | T | At&t Inc | Stock-Comm Services | 2.51% | -0.64% | +8.56% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.43% | -0.47% | +1.23% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 2.42% | +0.13% | +4.37% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | +0.21% | +6.91% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | +0.10% | +3.65% | |
| 19 | NU | Nu Holdings Ltd. | Stock-Financials | 2.15% | -0.52% | +3.85% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.14% | +0.01% | +6.16% | |
| 21 | KR | Kroger Co | Stock-Consumer Staples | 2.13% | -0.45% | -0.08% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.91% | +0.22% | +2.75% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.82% | -0.84% | +1.47% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.76% | -0.18% | -1.05% | |
| 25 | C | Citigroup Inc | Stock-Financials | 1.53% | +0.12% | +5.53% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.25% | -0.03% | +2.54% | |
| 27 | ES | Eversource Energy | Stock-Utilities | 1.23% | -0.01% | -0.23% | |
| 28 | URI | United Rentals Inc | Stock-Industrials | 1.15% | +0.14% | +5.39% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.87% | -0.11% | EXIT | |
| 30 | MLI | Mueller Industries Inc | Stock-Industrials | 0.85% | +0.05% | +31.94% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | +0.10% | +7.49% | |
| 32 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.82% | +0.17% | +6.92% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | — | -1.10% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.76% | -0.18% | +4.47% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.74% | -0.01% | -1.01% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.73% | -0.01% | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.72% | +0.58% | +0.25% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | -0.26% | +6.20% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.36% | +4.26% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.31% | +14.72% | |
| 41 | CNQ | Canadian Natural Resources | Stock-Energy | 0.66% | -0.23% | +13.79% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.05% | -0.35% | |
| 43 | SHEL | Shell Plc-adr | Stock-Energy | 0.63% | -0.12% | +0.84% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.22% | +6.87% | |
| 45 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 0.55% | +0.11% | +10.21% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +0.31% | +11.26% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.53% | -0.06% | +1.15% | |
| 48 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.53% | — | +3.37% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | +0.03% | +0.67% | |
| 50 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.53% | +0.18% | +14.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +0.7% | +8.56% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +3.25% | Add |
| 3 | ORLY | O'reilly Automotive Inc | +0.6% | +5.10% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +1.93% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +0.91% | Add |
| 6 | KR | Kroger Co | +0.2% | -0.08% | Trim |
| 7 | MCD | Mcdonald's CORP | +0.2% | +1.23% | Add |
| 8 | MLI | Mueller Industries Inc | +0.2% | +31.94% | Add |
| 9 | PM | Philip Morris International | +0.2% | +0.25% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +2.67% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +6.20% | Add |
| 12 | HOOD | Robinhood Markets Inc - A | +0.1% | +6.92% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +3.65% | Add |
| 14 | GLD | Spdr Gold Shares | +0.1% | +4.26% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +2.75% | Add |
| 16 | ABT | Abbott Laboratories | +0.1% | -1.10% | Trim |
| 17 | NFLX | Netflix Inc | +0.1% | +1.47% | Add |
| 18 | SHEL | Shell Plc-adr | +0.1% | +0.84% | Add |
| 19 | C | Citigroup Inc | +0.1% | +5.53% | Add |
| 20 | XLI | Ss Industrial Select Sector | +0.1% | +4.37% | Add |
| 21 | ES | Eversource Energy | +0.1% | -0.23% | Trim |
| 22 | SPGI | S&p Global Inc | +0.1% | +8.98% | Add |
| 23 | AUR | Aurora Innovation Inc | +0.1% | +10.21% | Add |
| 24 | CNQ | Canadian Natural Resources | +0.1% | +13.79% | Add |
| 25 | VZ | Verizon Communications Inc | +0.1% | +10.99% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +9.38% | Add |
| 27 | AIG | American International Group | +0.1% | — | Unchanged |
| 28 | DUK | Duke Energy CORP | +0.1% | +1.15% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | +4.18% | Add |
| 30 | URI | United Rentals Inc | -0.1% | +5.39% | Add |
| 31 | IWM | Ishares Russell 2000 ETF | -0.1% | +6.16% | Add |
| 32 | DLR | Digital Realty Trust Inc | -0.1% | +1.80% | Add |
| 33 | WMT | Walmart Inc | -0.1% | -0.93% | Trim |
| 34 | XYZ | Block Inc | -0.2% | +5.06% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +3.14% | Add |
| 36 | MSFT | Microsoft CORP | -0.3% | +3.90% | Add |
| 37 | AAPL | Apple Inc | -0.4% | +2.65% | Add |
| 38 | NVDA | Nvidia CORP | -0.4% | +6.91% | Add |
| 39 | VRT | Vertiv Holdings Co-a | -0.4% | +4.47% | Add |
| 40 | MSTR | Strategy Inc | -0.4% | -55.23% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.5% | +2.63% | Add |
| 42 | GOOG | Alphabet Inc-cl C | -0.6% | +3.41% | Add |
| 43 | AVGO | Broadcom Inc | -1.1% | +1.68% | Add |
| 44 | EPI | Wisdomtree India Earnings | — | EXIT | Sold out |
| 45 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 46 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 47 | EIX | Edison International | — | EXIT | Sold out |
| 48 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | AAL | American Airlines Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Finivi Inc. reported a total U.S. public equity portfolio value of $194.9M across 86 disclosed positions in Q1 2025.
During Q1 2025, Finivi Inc.'s top holdings by market value included QQQ (5.7%)、AAPL (4.0%)、AMZN (3.9%). The largest single position, QQQ, represented 5.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PLTR
市值: $203.8K
Top Position Liquidated / Trimmed
EPI
前期市值: $516.3K
In Q1 2025, Finivi Inc. made 49 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 5 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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