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CIK: 0002133911
Total reported value
$110.3M
$110.3M
43 檔
33.9%
As reported in its official Q1 2026 Form 13F filing, FinArc Investments, Inc.'s tracked investment portfolio stood at $110.3M with 43 total positions.
During Q1 2026, FinArc Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 17.35% | — | — | |
| 2 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 5.84% | +0.06% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.60% | +0.31% | — | |
| 4 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.25% | +0.29% | — | |
| 5 | JMTG | Mortgage-backed Securities | ETF-Other | 4.00% | -0.17% | — | |
| 6 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 3.73% | -0.56% | — | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 3.44% | -0.09% | — | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 3.36% | +1.16% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | +0.12% | — | |
| 10 | SF | Stifel Financial CORP | Stock-Financials | 2.99% | -0.29% | — | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.84% | -0.38% | — | |
| 12 | AZO | Autozone Inc | Stock-Consumer Disc | 2.80% | -0.36% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.61% | -0.10% | — | |
| 14 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 2.54% | -0.20% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.05% | — | |
| 16 | KR | Kroger Co | Stock-Consumer Staples | 2.52% | -0.64% | — | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.45% | -0.02% | — | |
| 18 | PNR | Pentair plc | Stock-Industrials | 2.43% | -0.25% | — | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 2.35% | +0.37% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.16% | — | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.19% | -0.01% | — | |
| 22 | CARR | Carrier Global CORP | Stock-Industrials | 2.05% | +0.53% | — | |
| 23 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.86% | -0.22% | — | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.80% | — | — | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.80% | +0.19% | — | |
| 26 | VLTO | Veralto CORP | Stock-Industrials | 1.41% | — | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.19% | — | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.10% | — | |
| 29 | GIS | General Mills Inc | Stock-Consumer Staples | 1.01% | -0.05% | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | -0.13% | — | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.80% | +0.06% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.77% | EXIT | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.74% | +0.21% | — | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.70% | -0.04% | — | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.69% | -0.04% | — | |
| 36 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.59% | +0.04% | — | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.50% | +0.05% | — | |
| 38 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.48% | -0.02% | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | -0.09% | — | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.29% | +0.15% | — | |
| 41 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.28% | -0.01% | — | |
| 42 | WCCB | West Coast Community Bancorp | Stock-Other | 0.28% | -0.28% | EXIT | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.22% | — | — |
According to official SEC Form 13F filings, FinArc Investments, Inc. reported a total U.S. public equity portfolio value of $110.3M across 43 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including ESGD, FENI, GOOGL) accounted for 33.9% of total reported equity market value during Q1 2026.
During Q1 2026, FinArc Investments, Inc.'s top holdings by market value included ESGD (17.4%)、FENI (5.8%)、GOOGL (4.6%). The largest single position, ESGD, represented 17.4% of total portfolio value.
In Q1 2026, FinArc Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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