Institutional Fund
Finivi Inc.
Westborough, MACIK 210164111 filings on record
Portfolio Value
$183.11M
Q1 2026
Holdings
103
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+5.9%
from $172.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ssga Active ETF Tr5.7%
- Vanguard Scottsdale Fds5.6%
- Invesco Qqq Tr5.0%
- Walmart Inc3.5%
- Broadcom Inc3.5%
- Alphabet Inc3.4%
- Other73.3%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ssga Active ETF Tr | 264.5K | $10.51M | 5.7% | +33.8K | Added |
| 2 | Vanguard Scottsdale Fds | 123.2K | $10.19M | 5.6% | +24.2K | Added |
| 3 | Invesco Qqq Tr | 15.7K | $9.08M | 5.0% | +1.2K | Added |
| 4 | Walmart Inc | 52.0K | $6.47M | 3.5% | +3.3K | Added |
| 5 | Broadcom Inc | 20.4K | $6.32M | 3.5% | +622 | Added |
| 6 | Alphabet Inc | 22.0K | $6.31M | 3.4% | +278 | Added |
| 7 | Apple Inc | 23.2K | $5.89M | 3.2% | +1.2K | Added |
| 8 | Amazon Com Inc | 26.9K | $5.60M | 3.1% | +1.1K | Added |
| 9 | Exxon Mobil Corp | 31.0K | $5.25M | 2.9% | +2.6K | Added |
| 10 | Microsoft Corp | 13.6K | $5.04M | 2.8% | +629 | Added |
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