# EDGAR Filing Document

**Accession Number:** 0002101641
**File Stem:** 0002085853-25-000304
**Filing Date:** 2025-12
**Character Count:** 12092
**Document Hash:** 0c7d6d12e5cf857cf044276e15690fe1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000304.hdr.sgml**: 20251219

**ACCESSION NUMBER**: 0002085853-25-000304

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20231231

**FILED AS OF DATE**: 20251219

**DATE AS OF CHANGE**: 20251219

**EFFECTIVENESS DATE**: 20251219

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Finivi Inc.
- **CENTRAL INDEX KEY:** 0002101641

**ORGANIZATION NAME:**
- **EIN:** 043567010
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25899
- **FILM NUMBER:** 251585766

**BUSINESS ADDRESS:**
- **STREET 1:** 1400 COMPUTER DRIVE
- **STREET 2:** SUITE 302
- **CITY:** WESTBOROUGH
- **STATE:** MA
- **ZIP:** 01581
- **BUSINESS PHONE:** (508) 870-0440

**MAIL ADDRESS:**
- **STREET 1:** 1400 COMPUTER DRIVE
- **STREET 2:** SUITE 302
- **CITY:** WESTBOROUGH
- **STATE:** MA
- **ZIP:** 01581

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2023

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Finivi Inc.<br>**Address:** 1400 COMPUTER DRIVE<br>SUITE 302<br>WESTBOROUGH, MA 01581

**Form 13F File Number:** 028-25899

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric C. Jansen<br>**Title:** Founder President  Chief Investment Officer<br>**Phone:** 508-870-0440

**Signature, Place, and Date of Signing:**

/s/ Eric C. Jansen  Westborough, MA  12-19-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $102429249

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 265736 | 2431 | SH |  | SOLE |  | 0 | 0 | 2431 |
| ABBOTT LABS | COM | 002824100 |  | 876677 | 7965 | SH |  | SOLE |  | 0 | 0 | 7965 |
| ABBVIE INC | COM | 00287Y109 |  | 250680 | 1618 | SH |  | SOLE |  | 0 | 0 | 1618 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3964055 | 28128 | SH |  | SOLE |  | 0 | 0 | 28128 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 351181 | 2514 | SH |  | SOLE |  | 0 | 0 | 2514 |
| AMAZON COM INC | COM | 023135106 |  | 3937749 | 25916 | SH |  | SOLE |  | 0 | 0 | 25916 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 408350 | 6027 | SH |  | SOLE |  | 0 | 0 | 6027 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 248406 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| APPLE INC | COM | 037833100 |  | 4019736 | 20878 | SH |  | SOLE |  | 0 | 0 | 20878 |
| APPLIED MATLS INC | COM | 038222105 |  | 592015 | 3653 | SH |  | SOLE |  | 0 | 0 | 3653 |
| AT INC | COM | 00206R102 |  | 579594 | 34541 | SH |  | SOLE |  | 0 | 0 | 34541 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 575586 | 131713 | SH |  | SOLE |  | 0 | 0 | 131713 |
| BANK AMERICA CORP | COM | 060505104 |  | 689736 | 20485 | SH |  | SOLE |  | 0 | 0 | 20485 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2887876 | 8097 | SH |  | SOLE |  | 0 | 0 | 8097 |
| BOEING CO | COM | 097023105 |  | 1330409 | 5104 | SH |  | SOLE |  | 0 | 0 | 5104 |
| BROADCOM INC | COM | 11135F101 |  | 2671236 | 2393 | SH |  | SOLE |  | 0 | 0 | 2393 |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 |  | 275326 | 5873 | SH |  | SOLE |  | 0 | 0 | 5873 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 404180 | 6169 | SH |  | SOLE |  | 0 | 0 | 6169 |
| CATERPILLAR INC | COM | 149123101 |  | 332561 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| CHEVRON CORP NEW | COM | 166764100 |  | 231124 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 246992 | 108 | SH |  | SOLE |  | 0 | 0 | 108 |
| CHUBB LIMITED | COM | H1467J104 |  | 678000 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 562656 | 16978 | SH |  | SOLE |  | 0 | 0 | 16978 |
| COCA COLA CO | COM | 191216100 |  | 364852 | 6191 | SH |  | SOLE |  | 0 | 0 | 6191 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1759004 | 40114 | SH |  | SOLE |  | 0 | 0 | 40114 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1513089 | 2292 | SH |  | SOLE |  | 0 | 0 | 2292 |
| COTERRA ENERGY INC | COM | 127097103 |  | 448525 | 17575 | SH |  | SOLE |  | 0 | 0 | 17575 |
| CVS HEALTH CORP | COM | 126650100 |  | 794095 | 10057 | SH |  | SOLE |  | 0 | 0 | 10057 |
| D R HORTON INC | COM | 23331A109 |  | 250525 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| DEERE  CO | COM | 244199105 |  | 1657367 | 4145 | SH |  | SOLE |  | 0 | 0 | 4145 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 398753 | 8802 | SH |  | SOLE |  | 0 | 0 | 8802 |
| DISNEY WALT CO | COM | 254687106 |  | 311736 | 3453 | SH |  | SOLE |  | 0 | 0 | 3453 |
| ELI LILLY  CO | COM | 532457108 |  | 2901114 | 4977 | SH |  | SOLE |  | 0 | 0 | 4977 |
| ETSY INC | COM | 29786A106 |  | 671986 | 8291 | SH |  | SOLE |  | 0 | 0 | 8291 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 481616 | 7803 | SH |  | SOLE |  | 0 | 0 | 7803 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2389518 | 23900 | SH |  | SOLE |  | 0 | 0 | 23900 |
| FEDEX CORP | COM | 31428X106 |  | 216479 | 856 | SH |  | SOLE |  | 0 | 0 | 856 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 408991 | 11869 | SH |  | SOLE |  | 0 | 0 | 11869 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 219609 | 569 | SH |  | SOLE |  | 0 | 0 | 569 |
| HOME DEPOT INC | COM | 437076102 |  | 567394 | 1637 | SH |  | SOLE |  | 0 | 0 | 1637 |
| HONEYWELL INTL INC | COM | 438516106 |  | 749772 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1050539 | 3114 | SH |  | SOLE |  | 0 | 0 | 3114 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6482529 | 15830 | SH |  | SOLE |  | 0 | 0 | 15830 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 620700 | 3093 | SH |  | SOLE |  | 0 | 0 | 3093 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 516498 | 9570 | SH |  | SOLE |  | 0 | 0 | 9570 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2145766 | 13690 | SH |  | SOLE |  | 0 | 0 | 13690 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 638858 | 3756 | SH |  | SOLE |  | 0 | 0 | 3756 |
| KEYCORP | COM | 493267108 |  | 1204499 | 83646 | SH |  | SOLE |  | 0 | 0 | 83646 |
| KROGER CO | COM | 501044101 |  | 1617685 | 35390 | SH |  | SOLE |  | 0 | 0 | 35390 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 280142 | 618 | SH |  | SOLE |  | 0 | 0 | 618 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 284789 | 557 | SH |  | SOLE |  | 0 | 0 | 557 |
| MARATHON PETE CORP | COM | 56585A102 |  | 814070 | 5487 | SH |  | SOLE |  | 0 | 0 | 5487 |
| MCDONALDS CORP | COM | 580135101 |  | 2863084 | 9656 | SH |  | SOLE |  | 0 | 0 | 9656 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2526818 | 7139 | SH |  | SOLE |  | 0 | 0 | 7139 |
| MICROSOFT CORP | COM | 594918104 |  | 4744731 | 12618 | SH |  | SOLE |  | 0 | 0 | 12618 |
| NETFLIX INC | COM | 64110L106 |  | 1231806 | 2530 | SH |  | SOLE |  | 0 | 0 | 2530 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2509636 | 41318 | SH |  | SOLE |  | 0 | 0 | 41318 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 1939441 | 232826 | SH |  | SOLE |  | 0 | 0 | 232826 |
| NUCOR CORP | COM | 670346105 |  | 425481 | 2445 | SH |  | SOLE |  | 0 | 0 | 2445 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1704109 | 3441 | SH |  | SOLE |  | 0 | 0 | 3441 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 283988 | 4756 | SH |  | SOLE |  | 0 | 0 | 4756 |
| ORACLE CORP | COM | 68389X105 |  | 705916 | 6696 | SH |  | SOLE |  | 0 | 0 | 6696 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 2014170 | 2120 | SH |  | SOLE |  | 0 | 0 | 2120 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 251533 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| PEPSICO INC | COM | 713448108 |  | 258082 | 1520 | SH |  | SOLE |  | 0 | 0 | 1520 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 497920 | 5293 | SH |  | SOLE |  | 0 | 0 | 5293 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1159731 | 7914 | SH |  | SOLE |  | 0 | 0 | 7914 |
| PROTALIX BIOTHERAPEUTICS INC | COM | 74365A309 |  | 25888 | 14544 | SH |  | SOLE |  | 0 | 0 | 14544 |
| S GLOBAL INC | COM | 78409V104 |  | 297466 | 675 | SH |  | SOLE |  | 0 | 0 | 675 |
| SALESFORCE INC | COM | 79466L302 |  | 1152816 | 4381 | SH |  | SOLE |  | 0 | 0 | 4381 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 1537924 | 17979 | SH |  | SOLE |  | 0 | 0 | 17979 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 232150 | 1298 | SH |  | SOLE |  | 0 | 0 | 1298 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1835025 | 16098 | SH |  | SOLE |  | 0 | 0 | 16098 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 525414 | 6267 | SH |  | SOLE |  | 0 | 0 | 6267 |
| SERVICENOW INC | COM | 81762P102 |  | 324985 | 460 | SH |  | SOLE |  | 0 | 0 | 460 |
| SHELL PLC | SPON ADS | 780259305 |  | 694252 | 10551 | SH |  | SOLE |  | 0 | 0 | 10551 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 516733 | 2703 | SH |  | SOLE |  | 0 | 0 | 2703 |
| SPDR SER TR | S REGL BKG | 78464A698 |  | 1357922 | 25900 | SH |  | SOLE |  | 0 | 0 | 25900 |
| T-MOBILE US INC | COM | 872590104 |  | 260552 | 1693 | SH |  | SOLE |  | 0 | 0 | 1693 |
| TESLA INC | COM | 88160R101 |  | 1082130 | 4355 | SH |  | SOLE |  | 0 | 0 | 4355 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 606990 | 9859 | SH |  | SOLE |  | 0 | 0 | 9859 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 1099538 | 2244 | SH |  | SOLE |  | 0 | 0 | 2244 |
| UNION PAC CORP | COM | 907818108 |  | 268258 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| UNITED RENTALS INC | COM | 911363109 |  | 1116909 | 1948 | SH |  | SOLE |  | 0 | 0 | 1948 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2548451 | 4841 | SH |  | SOLE |  | 0 | 0 | 4841 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 1316078 | 4252 | SH |  | SOLE |  | 0 | 0 | 4252 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 288528 | 7653 | SH |  | SOLE |  | 0 | 0 | 7653 |
| VISA INC | COM CL A | 92826C839 |  | 505722 | 1942 | SH |  | SOLE |  | 0 | 0 | 1942 |
| WALMART INC | COM | 931142103 |  | 3264279 | 20706 | SH |  | SOLE |  | 0 | 0 | 20706 |
| WORKDAY INC | CL A | 98138H101 |  | 314432 | 1139 | SH |  | SOLE |  | 0 | 0 | 1139 |

---