Finivi Inc.

The filing reveals a transition away from a previously concentrated strategy toward a more balanced, "core and satellite" approach. The massive capital inflow allowed the firm to establish major positions in large-cap liquidity vehicles and blue-chip equities that were absent or negligible in the previous quarter. The portfolio now exhibits a blend of passive exposure (through ETFs) and active stock selection, suggesting a strategy designed to capture broad market growth while maintaining exposure to specific high-conviction sectors.

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