FinArc Investments, Inc.

Est. AUM

$103.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES ESG AWARE MSCI EAFE ETF	UIT EXCHANGE TRADED	$18.0M	188524	17.35%	SOLE
2	FIDELITY ENHANCED INTERNATIONAL ETF	UIT EXCHANGE TRADED	$6.1M	163082	5.84%	SOLE
3	ALPHABET INC CLASS CLASS A	COMMON STOCK	$4.8M	16607	4.60%	SOLE
4	TRAVELERS COS INC	COMMON STOCK	$4.4M	15147	4.25%	SOLE
5	JPMORGAN MORTGAGE-BACKEDSECURITIES ETF	UIT EXCHANGE TRADED	$4.2M	81584	4.00%	SOLE
6	BJS WHSL CLUB HLDGS INC	COMMON STOCK	$3.9M	39395	3.73%	SOLE
7	AMGEN INC	COMMON STOCK	$3.6M	10150	3.44%	SOLE
8	CISCO SYS INC	COMMON STOCK	$3.5M	45021	3.36%	SOLE
9	JPMORGAN CHASE & CO	COMMON STOCK	$3.2M	11027	3.12%	SOLE
10	STIFEL FINL CORP	COMMON STOCK	$3.1M	42062	2.99%	SOLE
11	LOWES COS INC	COMMON STOCK	$3.0M	12490	2.84%	SOLE
12	AUTOZONE INC	COMMON STOCK	$2.9M	861	2.80%	SOLE
13	JOHNSON & JOHNSON	COMMON STOCK	$2.7M	11080	2.61%	SOLE
14	SS&C TECHNOLOGIES HLDGS	COMMON STOCK	$2.6M	39062	2.54%	SOLE
15	MICROSOFT CORP	COMMON STOCK	$2.6M	7106	2.53%	SOLE
16	KROGER CO	COMMON STOCK	$2.6M	36148	2.52%	SOLE
17	DANAHER CORP	COMMON STOCK	$2.5M	13420	2.45%	SOLE
18	PENTAIR PLC F	FOREIGN ORDINARIES	$2.5M	28969	2.43%	SOLE
19	SYSCO CORP	COMMON STOCK	$2.4M	34237	2.35%	SOLE
20	APPLE INC	COMMON STOCK	$2.3M	9139	2.23%	SOLE
21	THERMO FISHER SCIENTIFIC	COMMON STOCK	$2.3M	4621	2.19%	SOLE
22	CARRIER GLOBAL CORP	COMMON STOCK	$2.1M	37802	2.05%	SOLE
23	NEXTPOWER INC CLASS A	COMMON STOCK	$1.9M	16037	1.86%	SOLE
24	DISNEY WALT CO	COMMON STOCK	$1.9M	19435	1.80%	SOLE
25	STARBUCKS CORP	COMMON STOCK	$1.9M	20891	1.80%	SOLE
26	VERALTO CORP	COMMON STOCK	$1.5M	16607	1.41%	SOLE
27	AMAZON.COM INC	COMMON STOCK	$1.3M	6214	1.25%	SOLE
28	ABBVIE INC	COMMON STOCK	$1.1M	5269	1.10%	SOLE
29	GENERAL MILLS INC	COMMON STOCK	$1.0M	28143	1.01%	SOLE
30	ISHARES RUSSELL 1000 VALUE ETF	UIT EXCHANGE TRADED	$845K	3954	0.81%	SOLE
31	VANGUARD ESG INTERNATIONAL STOCK ETF	UIT EXCHANGE TRADED	$826K	11517	0.79%	SOLE
32	EXXON MOBIL CORP	COMMON STOCK	$801K	4719	0.77%	SOLE
33	SALESFORCE INC	COMMON STOCK	$773K	4140	0.74%	SOLE
34	STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF	UIT EXCHANGE TRADED	$731K	29281	0.70%	SOLE
35	ISHARES ESG U.S. AGGREGATE BOND ETF	UIT EXCHANGE TRADED	$720K	15140	0.69%	SOLE
36	STATE STREET SPDR S&P 500 ESG ETF	UIT EXCHANGE TRADED	$615K	9745	0.59%	SOLE
37	TRANE TECHNOLOGIES PLC F	FOREIGN ORDINARIES	$518K	1243	0.50%	SOLE
38	INGERSOLL RAND INC	COMMON STOCK	$497K	6199	0.48%	SOLE
39	SCHWAB U.S. BROAD MARKETETF	UIT EXCHANGE TRADED	$419K	16674	0.40%	SOLE
40	KIMBERLY CLARK CORP	COMMON STOCK	$297K	3079	0.29%	SOLE
41	ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF	UIT EXCHANGE TRADED	$292K	6295	0.28%	SOLE
42	WEST COAST CMNTY BANCORP	COMMON STOCK	$290K	6100	0.28%	SOLE
43	STATE STREET HEALTH CARESELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$227K	1547	0.22%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.