# EDGAR Filing Document

**Accession Number:** 0002101641
**File Stem:** 0002085853-26-000104
**Filing Date:** 2026-1
**Character Count:** 13516
**Document Hash:** 0d5efcac2c54267e6c1e045008e0386b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000104.hdr.sgml**: 20260127

**ACCESSION NUMBER**: 0002085853-26-000104

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260127

**DATE AS OF CHANGE**: 20260127

**EFFECTIVENESS DATE**: 20260127

**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:** 26565229

**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:** 12-31-2025

**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  01-27-2026<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:** 103

**Form 13F Information Table Value Total:** $172882613

      (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 |  | 390805 | 2441 | SH |  | SOLE |  | 0 | 0 | 2441 |
| ABBOTT LABS | COM | 002824100 |  | 272468 | 2175 | SH |  | SOLE |  | 0 | 0 | 2175 |
| ABBVIE INC | COM | 00287Y109 |  | 660355 | 2890 | SH |  | SOLE |  | 0 | 0 | 2890 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 6818452 | 21729 | SH |  | SOLE |  | 0 | 0 | 21729 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 976664 | 3120 | SH |  | SOLE |  | 0 | 0 | 3120 |
| AMAZON COM INC | COM | 023135106 |  | 5966806 | 25850 | SH |  | SOLE |  | 0 | 0 | 25850 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 515636 | 6027 | SH |  | SOLE |  | 0 | 0 | 6027 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 227341 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 269990 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| APPLE INC | COM | 037833100 |  | 5970580 | 21962 | SH |  | SOLE |  | 0 | 0 | 21962 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 |  | 223300 | 870 | SH |  | SOLE |  | 0 | 0 | 870 |
| APPLIED MATLS INC | COM | 038222105 |  | 1034052 | 4024 | SH |  | SOLE |  | 0 | 0 | 4024 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 479086 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| AT INC | COM | 00206R102 |  | 2815378 | 113341 | SH |  | SOLE |  | 0 | 0 | 113341 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 402858 | 104911 | SH |  | SOLE |  | 0 | 0 | 104911 |
| BANK AMERICA CORP | COM | 060505104 |  | 1049107 | 19075 | SH |  | SOLE |  | 0 | 0 | 19075 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 2061089 | 47327 | SH |  | SOLE |  | 0 | 0 | 47327 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4142841 | 8242 | SH |  | SOLE |  | 0 | 0 | 8242 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 272223 | 10027 | SH |  | SOLE |  | 0 | 0 | 10027 |
| BLACKSTONE INC | COM | 09260D107 |  | 201895 | 1310 | SH |  | SOLE |  | 0 | 0 | 1310 |
| BLOCK INC | CL A | 852234103 |  | 727316 | 11174 | SH |  | SOLE |  | 0 | 0 | 11174 |
| BROADCOM INC | COM | 11135F101 |  | 6855430 | 19808 | SH |  | SOLE |  | 0 | 0 | 19808 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 959358 | 28341 | SH |  | SOLE |  | 0 | 0 | 28341 |
| CARVANA CO | CL A | 146869102 |  | 294570 | 698 | SH |  | SOLE |  | 0 | 0 | 698 |
| CATERPILLAR INC | COM | 149123101 |  | 739989 | 1292 | SH |  | SOLE |  | 0 | 0 | 1292 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 232841 | 6293 | SH |  | SOLE |  | 0 | 0 | 6293 |
| CHUBB LIMITED | COM | H1467J104 |  | 936360 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| CITIGROUP INC | COM NEW | 172967424 |  | 2777197 | 23800 | SH |  | SOLE |  | 0 | 0 | 23800 |
| CORNING INC | COM | 219350105 |  | 582499 | 6653 | SH |  | SOLE |  | 0 | 0 | 6653 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3174984 | 3682 | SH |  | SOLE |  | 0 | 0 | 3682 |
| DEERE  CO | COM | 244199105 |  | 867608 | 1864 | SH |  | SOLE |  | 0 | 0 | 1864 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 544506 | 3520 | SH |  | SOLE |  | 0 | 0 | 3520 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 641534 | 5473 | SH |  | SOLE |  | 0 | 0 | 5473 |
| EATON CORP PLC | SHS | G29183103 |  | 253946 | 797 | SH |  | SOLE |  | 0 | 0 | 797 |
| ELI LILLY  CO | COM | 532457108 |  | 5047006 | 4696 | SH |  | SOLE |  | 0 | 0 | 4696 |
| EMERSON ELEC CO | COM | 291011104 |  | 244335 | 1841 | SH |  | SOLE |  | 0 | 0 | 1841 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 619739 | 9205 | SH |  | SOLE |  | 0 | 0 | 9205 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3418593 | 28408 | SH |  | SOLE |  | 0 | 0 | 28408 |
| FIVE9 INC | COM | 338307101 |  | 299006 | 14913 | SH |  | SOLE |  | 0 | 0 | 14913 |
| GE AEROSPACE | COM NEW | 369604301 |  | 443156 | 1439 | SH |  | SOLE |  | 0 | 0 | 1439 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 721138 | 15090 | SH |  | SOLE |  | 0 | 0 | 15090 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1696596 | 1930 | SH |  | SOLE |  | 0 | 0 | 1930 |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 |  | 235732 | 8401 | SH |  | SOLE |  | 0 | 0 | 8401 |
| HOME DEPOT INC | COM | 437076102 |  | 585435 | 1701 | SH |  | SOLE |  | 0 | 0 | 1701 |
| HUDBAY MINERALS INC | COM | 443628102 |  | 542265 | 27318 | SH |  | SOLE |  | 0 | 0 | 27318 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 750427 | 1325 | SH |  | SOLE |  | 0 | 0 | 1325 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 8918843 | 14518 | SH |  | SOLE |  | 0 | 0 | 14518 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 771710 | 15543 | SH |  | SOLE |  | 0 | 0 | 15543 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 589542 | 9486 | SH |  | SOLE |  | 0 | 0 | 9486 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 279930 | 1137 | SH |  | SOLE |  | 0 | 0 | 1137 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 1229634 | 21157 | SH |  | SOLE |  | 0 | 0 | 21157 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 280223 | 4896 | SH |  | SOLE |  | 0 | 0 | 4896 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 508659 | 2458 | SH |  | SOLE |  | 0 | 0 | 2458 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3665379 | 11375 | SH |  | SOLE |  | 0 | 0 | 11375 |
| KROGER CO | COM | 501044101 |  | 2459183 | 39360 | SH |  | SOLE |  | 0 | 0 | 39360 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 223254 | 391 | SH |  | SOLE |  | 0 | 0 | 391 |
| MCDONALDS CORP | COM | 580135101 |  | 2987836 | 9776 | SH |  | SOLE |  | 0 | 0 | 9776 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 217540 | 108 | SH |  | SOLE |  | 0 | 0 | 108 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4469319 | 6771 | SH |  | SOLE |  | 0 | 0 | 6771 |
| MICROSOFT CORP | COM | 594918104 |  | 6283381 | 12992 | SH |  | SOLE |  | 0 | 0 | 12992 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 1475487 | 29206 | SH |  | SOLE |  | 0 | 0 | 29206 |
| MUELLER INDS INC | COM | 624756102 |  | 1427353 | 12433 | SH |  | SOLE |  | 0 | 0 | 12433 |
| NETFLIX INC | COM | 64110L106 |  | 1939988 | 20691 | SH |  | SOLE |  | 0 | 0 | 20691 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2502782 | 31176 | SH |  | SOLE |  | 0 | 0 | 31176 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 4146347 | 247691 | SH |  | SOLE |  | 0 | 0 | 247691 |
| NUCOR CORP | COM | 670346105 |  | 325481 | 1995 | SH |  | SOLE |  | 0 | 0 | 1995 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4859588 | 26057 | SH |  | SOLE |  | 0 | 0 | 26057 |
| ORACLE CORP | COM | 68389X105 |  | 1343143 | 6891 | SH |  | SOLE |  | 0 | 0 | 6891 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 3089831 | 33876 | SH |  | SOLE |  | 0 | 0 | 33876 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 357278 | 2010 | SH |  | SOLE |  | 0 | 0 | 2010 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 749878 | 4071 | SH |  | SOLE |  | 0 | 0 | 4071 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1377373 | 8587 | SH |  | SOLE |  | 0 | 0 | 8587 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1287903 | 8987 | SH |  | SOLE |  | 0 | 0 | 8987 |
| PROGRESSIVE CORP | COM | 743315103 |  | 441558 | 1939 | SH |  | SOLE |  | 0 | 0 | 1939 |
| QUANTA SVCS INC | COM | 74762E102 |  | 308196 | 730 | SH |  | SOLE |  | 0 | 0 | 730 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 1821023 | 16101 | SH |  | SOLE |  | 0 | 0 | 16101 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 984559 | 2531 | SH |  | SOLE |  | 0 | 0 | 2531 |
| ROSS STORES INC | COM | 778296103 |  | 302034 | 1677 | SH |  | SOLE |  | 0 | 0 | 1677 |
| RTX CORPORATION | COM | 75513E101 |  | 421687 | 2299 | SH |  | SOLE |  | 0 | 0 | 2299 |
| S GLOBAL INC | COM | 78409V104 |  | 1165681 | 2231 | SH |  | SOLE |  | 0 | 0 | 2231 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 2859963 | 18437 | SH |  | SOLE |  | 0 | 0 | 18437 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 446442 | 9985 | SH |  | SOLE |  | 0 | 0 | 9985 |
| SERVICENOW INC | COM | 81762P102 |  | 331656 | 2165 | SH |  | SOLE |  | 0 | 0 | 2165 |
| SHELL PLC | SPON ADS | 780259305 |  | 805634 | 10964 | SH |  | SOLE |  | 0 | 0 | 10964 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 253850 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1460402 | 3685 | SH |  | SOLE |  | 0 | 0 | 3685 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 694275 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 |  | 9285651 | 230699 | SH |  | SOLE |  | 0 | 0 | 230699 |
| TEMPUS AI INC | CL A | 88023B103 |  | 1834743 | 31071 | SH |  | SOLE |  | 0 | 0 | 31071 |
| TJX COS INC NEW | COM | 872540109 |  | 758141 | 4935 | SH |  | SOLE |  | 0 | 0 | 4935 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 966591 | 11830 | SH |  | SOLE |  | 0 | 0 | 11830 |
| UNION PAC CORP | COM | 907818108 |  | 253357 | 1095 | SH |  | SOLE |  | 0 | 0 | 1095 |
| UNITED RENTALS INC | COM | 911363109 |  | 539049 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1376867 | 4171 | SH |  | SOLE |  | 0 | 0 | 4171 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 342292 | 2756 | SH |  | SOLE |  | 0 | 0 | 2756 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 495037 | 9933 | SH |  | SOLE |  | 0 | 0 | 9933 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 8292249 | 99012 | SH |  | SOLE |  | 0 | 0 | 99012 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 285041 | 6998 | SH |  | SOLE |  | 0 | 0 | 6998 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 1986860 | 12264 | SH |  | SOLE |  | 0 | 0 | 12264 |
| VISA INC | COM CL A | 92826C839 |  | 974994 | 2780 | SH |  | SOLE |  | 0 | 0 | 2780 |
| WALMART INC | COM | 931142103 |  | 5435526 | 48788 | SH |  | SOLE |  | 0 | 0 | 48788 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 730305 | 3324 | SH |  | SOLE |  | 0 | 0 | 3324 |
| WORKDAY INC | CL A | 98138H101 |  | 319593 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |

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