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FinArc Investments

Latest statistics and disclosures from FinArc Investments's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002133911

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Positions held by FinArc Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for FinArc Investments

FinArc Investments holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Esg Aware Msci Eafe Etf Uit Exchange Traded (ESGD)	17.3	$18M	189k	95.62	View chart
Fidelity Enhanced International Etf Uit Exchange Traded (FENI)	5.8	$6.1M	163k	37.20	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	4.6	$4.8M	17k	287.56	View chart
Travelers Cos Common Stock (TRV)	4.3	$4.4M	15k	291.68	View chart
Jpmorgan Mortgage-backedsecurities Etf Uit Exchange Traded (JMTG)	4.0	$4.2M	82k	51.00	View chart
Bjs Whsl Club Hldgs Common Stock (BJ)	3.7	$3.9M	39k	98.42	View chart
Amgen Common Stock (AMGN)	3.4	$3.6M	10k	351.85	View chart
Cisco Sys Common Stock (CSCO)	3.4	$3.5M	45k	77.59	View chart
Jpmorgan Chase & Co Common Stock (JPM)	3.1	$3.2M	11k	294.16	View chart
Stifel Finl Corp Common Stock (SF)	3.0	$3.1M	42k	73.92	View chart
Lowes Cos Common Stock (LOW)	2.8	$3.0M	13k	236.28	View chart
Autozone Common Stock (AZO)	2.8	$2.9M	861.00	3377.78	View chart
Johnson & Johnson Common Stock (JNJ)	2.6	$2.7M	11k	244.44	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	2.5	$2.6M	39k	67.57	View chart
Microsoft Corp Common Stock (MSFT)	2.5	$2.6M	7.1k	370.17	View chart
Kroger Common Stock (KR)	2.5	$2.6M	36k	72.36	View chart
Danaher Corp Common Stock (DHR)	2.4	$2.5M	13k	189.60	View chart
Pentair Plc F Foreign Ordinaries (PNR)	2.4	$2.5M	29k	87.11	View chart
Sysco Corp Common Stock (SYY)	2.4	$2.4M	34k	71.33	View chart
Apple Common Stock (AAPL)	2.2	$2.3M	9.1k	253.79	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.2	$2.3M	4.6k	491.53	View chart
Carrier Global Corp Common Stock (CARR)	2.0	$2.1M	38k	56.31	View chart
Nextpower Inc Class A Common Stock (NXT)	1.9	$1.9M	16k	120.55	View chart
Disney Walt Common Stock (DIS)	1.8	$1.9M	19k	96.38	View chart
Starbucks Corp Common Stock (SBUX)	1.8	$1.9M	21k	89.59	View chart
Veralto Corp Common Stock (VLTO)	1.4	$1.5M	17k	88.42	View chart
Amazon.com Common Stock (AMZN)	1.2	$1.3M	6.2k	208.27	View chart
Abbvie Common Stock (ABBV)	1.1	$1.1M	5.3k	217.49	View chart
General Mills Common Stock (GIS)	1.0	$1.0M	28k	37.22	View chart
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)	0.8	$845k	4.0k	213.67	View chart
Vanguard Esg International Stock Etf Uit Exchange Traded (VSGX)	0.8	$826k	12k	71.73	View chart
Exxon Mobil Corp Common Stock (XOM)	0.8	$801k	4.7k	169.66	View chart
Salesforce Common Stock (CRM)	0.7	$773k	4.1k	186.67	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Uit Exchange Traded (SJNK)	0.7	$731k	29k	24.98	View chart
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG)	0.7	$720k	15k	47.55	View chart
State Street Spdr S&p 500 Esg Etf Uit Exchange Traded (EFIV)	0.6	$615k	9.7k	63.08	View chart
Trane Technologies Plc F Foreign Ordinaries (TT)	0.5	$518k	1.2k	416.74	View chart
Ingersoll Rand Common Stock (IR)	0.5	$497k	6.2k	80.12	View chart
Schwab U.s. Broad Marketetf Uit Exchange Traded (SCHB)	0.4	$419k	17k	25.10	View chart
Kimberly Clark Corp Common Stock (KMB)	0.3	$297k	3.1k	96.47	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Uit Exchange Traded (HYXF)	0.3	$292k	6.3k	46.31	View chart
West Coast Cmnty Bancorp Common Stock (WCCB)	0.3	$290k	6.1k	47.50	View chart
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV)	0.2	$227k	1.5k	146.61	View chart

Past Filings by FinArc Investments

SEC 13F filings are viewable for FinArc Investments going back to 2026

FinArc Investments 2026 Q1 filed May 20, 2026

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