Finivi Inc Portfolio Analysis: Q2 2026 Investment Activity

Finivi Inc's portfolio reached approximately $192.7 million as of June 30, 2026. This filing reveals notable changes in holdings compared to the previous period, highlighting strategic adjustments by the investment firm.

The investor demonstrated strong buying interest during Q2 2026. The most significant purchase was XHS, a SPDR Series Trust fund, which experienced an unprecedented increase of 100% in its position from the prior quarter.

Another major buying activity occurred with Philip Morris International (PM), where Finivi Inc added shares worth approximately $2.7 million, representing a massive 67.19% increase in its stake during the quarter.

Additionally, Guggenheim Equity Market Neutral Fund (GLW), mentioned as one of Finivi's significant buys according to portfolio indicators, saw substantial inflows. The firm also increased its position in MU and the SPDR Simon Property Group ETF (SPG) by a considerable amount.

In contrast, Finivi Inc also showed significant selling activity during Q2 2026. The largest sell was NFLX (Netflix), which experienced an approximately 56.4% reduction in its position.

Other notable exits included a significant decrease of nearly 70% in the holding of TEM (Tempus AI), and substantial reductions in positions held in ORCL (Oracle), Uber Technologies, and the fund represented by symbol AUR.

The overall portfolio saw a net reduction in holdings count from 107 to 93, reflecting these large exits. Finivi Inc's Q2 activity suggests a clear shift towards undervalued assets like Philip Morris International and Simon Property Group while reducing exposure to high-growth but potentially riskier names such as Netflix.