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FinArc Investments

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

Top 5 stock holdings are ESGD, FENI, GOOGL, TRV, CSCO, and represent 37.22% of FinArc Investments's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, CRM, ESML, PNR, SSNC, KMB, SYY, DHR, DIS, AMZN.
Started 2 new stock positions in Exxon Mobil Corp, ESML.
Reduced shares in these 10 stocks: , GOOGL, CSCO, WCCB, ESGD, IWD, SCHB, NXT, AZO, JNJ.
Sold out of its positions in XOM, WCCB.
FinArc Investments was a net buyer of stock by $129k.
FinArc Investments has $110M in assets under management (AUM), dropping by 6.16%.
Central Index Key (CIK): 0002133911

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Portfolio Holdings for FinArc Investments

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	17.3	$19M		186k	102.81	View chart
Fidelity Enhanced International Etf Etf (FENI)	5.9	$6.5M		162k	40.13	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.9	$5.4M	-8%	15k	357.37	View chart
Travelers Companies Stock (TRV)	4.5	$5.0M		15k	330.12	View chart
Cisco Sys Stock (CSCO)	4.5	$5.0M	-5%	43k	117.46	View chart
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)	3.8	$4.2M	+2%	83k	50.68	View chart
Amgen Stock (AMGN)	3.3	$3.7M		10k	362.12	View chart
Jpmorgan Chase & Co Stock (JPM)	3.2	$3.6M		11k	327.33	View chart
Bjs Whsl Club Hldgs Stock (BJ)	3.2	$3.5M		40k	87.22	View chart
Sysco Corp Stock (SYY)	2.7	$3.0M	+4%	36k	83.58	View chart
Stifel Finl Corp Stock (SF)	2.7	$3.0M		43k	69.77	View chart
Carrier Global Corporation Stock (CARR)	2.6	$2.8M	+2%	39k	73.35	View chart
Johnson & Johnson Stock (JNJ)	2.5	$2.8M		11k	253.97	View chart
Microsoft Corp Stock (MSFT)	2.5	$2.7M	+3%	7.3k	373.02	View chart
Lowes Cos Stock (LOW)	2.5	$2.7M		12k	220.49	View chart
Autozone Stock (AZO)	2.4	$2.7M	-2%	841.00	3195.94	View chart
Danaher Corp Del Stock (DHR)	2.4	$2.7M	+4%	14k	190.48	View chart
Apple Stock (AAPL)	2.4	$2.6M		9.1k	289.36	View chart
Ss&c Tech Hldgs Stock (SSNC)	2.3	$2.6M	+6%	42k	62.05	View chart
Pentair Stock (PNR)	2.2	$2.4M	+8%	31k	76.66	View chart
Thermo Fisher Scientific Stock (TMO)	2.2	$2.4M	+3%	4.8k	501.36	View chart
Starbucks Corp Stock (SBUX)	2.0	$2.2M	+2%	22k	102.19	View chart
Kroger Stock (KR)	1.9	$2.1M	+3%	37k	55.53	View chart
Disney Walt Stock (DIS)	1.8	$2.0M	+5%	21k	96.25	View chart
Nextpower Inc Class A Stock (NXT)	1.6	$1.8M	-5%	15k	119.14	View chart
Amazon Stock (AMZN)	1.4	$1.6M	+7%	6.7k	238.34	View chart
Veralto Corp Stock (VLTO)	1.4	$1.6M	+5%	18k	88.68	View chart
Abbvie Stock (ABBV)	1.2	$1.3M		5.3k	251.64	View chart
General Mills Stock (GIS)	1.0	$1.1M	+8%	31k	34.80	View chart
Salesforce Stock (CRM)	0.9	$1.0M	+61%	6.7k	156.66	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.9	$948k		12k	82.34	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$749k	-21%	3.1k	242.43	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.7	$731k		29k	25.03	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.7	$719k		15k	47.41	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	0.6	$697k		9.6k	72.93	View chart
Exxonmobil Holdings Corp Stock	0.6	$645k	NEW	4.7k	136.72	View chart
Trane Technologies Stock (TT)	0.6	$611k		1.2k	491.16	View chart
Ingersoll Rand Stock (IR)	0.5	$508k		6.2k	81.99	View chart
Kimberly-clark Corp Stock (KMB)	0.4	$485k	+43%	4.4k	109.77	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.3	$340k	-29%	12k	28.96	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.3	$294k		6.3k	46.72	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$245k		1.5k	158.66	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.2	$214k	NEW	3.8k	55.93	View chart

Past Filings by FinArc Investments

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

FinArc Investments 2026 Q2 filed Aug. 13, 2026
FinArc Investments 2026 Q1 filed May 20, 2026

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