FinArc Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), FinArc Investments, Inc. reported 43 stock positions worth $110.3 million. Its top holding was iShares Trust iShares ESG Aw (ESGD) at 17.3% of the portfolio, followed by Fidelity Enhanced Intl ETF (FENI, 5.9%) and Alphabet Class A (GOOGL, 4.9%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 21 and reduced 15. The biggest buy was Carrier Global (CARR, shares +3%) and the biggest sale Lowe's Cos (LOW, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NORWOOD, MA
- CIK
- 0002133911
- Portfolio Value
- $110.3M (Q2 2026)
- SEC Filing
- 0002133911-26-000002 ↗ filed Aug 13, 2026
Holdings Value
Holdings 43 stocks · $110.3M
| ESGD iShares Trust iShares ESG Aw | 17.35% | 186,142 | $19.1M | Reduce -1.3% |
| FENI Fidelity Enhanced Intl ETF | 5.90% | 162,289 | $6.5M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 4.91% | 15,157 | $5.4M | Reduce -8.7% |
| TRV The Travelers Cos Inc. | 4.54% | 15,160 | $5.0M | Add +0.1% |
| CSCO Cisco Systems Inc. | 4.52% | 42,471 | $5.0M | Reduce -5.7% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 3.83% | 83,354 | $4.2M | Add +2.2% |
| AMGN Amgen Inc. | 3.35% | 10,194 | $3.7M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 3.24% | 10,930 | $3.6M | Reduce -0.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 3.17% | 40,029 | $3.5M | Add +1.6% |
| SYY Sysco Corp. | 2.72% | 35,875 | $3.0M | Add +4.8% |
| SF Stifel Financial Corp. | 2.70% | 42,681 | $3.0M | Add +1.5% |
| CARR Carrier Global Corp. | 2.58% | 38,837 | $2.8M | Add +2.7% |
| JNJ Johnson & Johnson | 2.51% | 10,887 | $2.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 2.48% | 7,342 | $2.7M | Add +3.3% |
| LOW Lowe's Cos Inc. | 2.46% | 12,330 | $2.7M | Reduce -1.3% |
| AZO AutoZone Inc. | 2.44% | 841 | $2.7M | Reduce -2.3% |
| DHR Danaher Corp. | 2.43% | 14,050 | $2.7M | Add +4.7% |
| AAPL Apple Inc. | 2.39% | 9,110 | $2.6M | Reduce -0.3% |
| SSNC Ss&c Technologies Holdings | 2.34% | 41,635 | $2.6M | Add +6.6% |
| PNR Pentair PLC | 2.18% | 31,437 | $2.4M | Add +8.5% |
| TMO Thermo Fisher Scientific Inc. | 2.18% | 4,789 | $2.4M | Add +3.6% |
| SBUX Starbucks Corp. | 1.99% | 21,513 | $2.2M | Add +3.0% |
| KR Kroger Co. | 1.88% | 37,323 | $2.1M | Add +3.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.80% | 20,596 | $2.0M | Add +6.0% |
| NXT Nextpower Inc. | 1.64% | 15,153 | $1.8M | Reduce -5.5% |
| AMZN Amazon.com Inc. | 1.44% | 6,656 | $1.6M | Add +7.1% |
| VLTO Veralto Corp. | 1.41% | 17,559 | $1.6M | Add +5.7% |
| ABBV Abbvie Inc. | 1.20% | 5,251 | $1.3M | Reduce -0.3% |
| GIS General Mills Inc. | 0.96% | 30,569 | $1.1M | Add +8.6% |
| CRM Salesforce Inc. | 0.95% | 6,675 | $1.0M | Add +61.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.86% | 11,517 | $948K | No change |
| IWD iShares Russell 1000 Value E | 0.68% | 3,091 | $749K | Reduce -21.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.66% | 29,184 | $730K | Reduce -0.3% |
| EAGG iShares ESG Aware US Aggrega | 0.65% | 15,164 | $719K | Add +0.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.63% | 9,551 | $697K | Reduce -2.0% |
| XOM Exxonmobil Holdings Corp. | 0.58% | 4,719 | $645K | No change |
| TT Trane Technologies PLC | 0.55% | 1,243 | $611K | No change |
| IR Ingersoll-Rand Inc. | 0.46% | 6,199 | $508K | No change |
| KMB Kimberly-Clark Corp. | 0.44% | 4,416 | $485K | Add +43.4% |
| SCHB Schwab US Broad Market ETF | 0.31% | 11,727 | $340K | Reduce -29.7% |
| HYXF iShares ESG Adv High Yield | 0.27% | 6,295 | $294K | No change |
| XLV SS Health Care Select Sector | 0.22% | 1,547 | $245K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.19% | 3,827 | $214K | New |
Portfolio Sells Q1 2026 → Q2 2026
| LOW Lowe's Cos Inc. | Reduce -1.3% | 2.46% | −0.38 |
| AZO AutoZone Inc. | Reduce -2.3% | 2.44% | −0.36 |
| WCCB West Coast Community Bancorp | Sold out | 0.00% | −0.28 |
| NXT Nextpower Inc. | Reduce -5.5% | 1.64% | −0.22 |
| IWD iShares Russell 1000 Value E | Reduce -21.8% | 0.68% | −0.13 |
| JNJ Johnson & Johnson | Reduce -1.7% | 2.51% | −0.10 |
| SCHB Schwab US Broad Market ETF | Reduce -29.7% | 0.31% | −0.09 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.3% | 0.66% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.3% | 17.35% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -2.0% | 0.63% | +0.04 |
| FENI Fidelity Enhanced Intl ETF | Reduce -0.5% | 5.90% | +0.07 |
| ABBV Abbvie Inc. | Reduce -0.3% | 1.20% | +0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 3.24% | +0.12 |
| AAPL Apple Inc. | Reduce -0.3% | 2.39% | +0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -8.7% | 4.91% | +0.31 |
| CSCO Cisco Systems Inc. | Reduce -5.7% | 4.52% | +1.16 |
Portfolio Buys Q1 2026 → Q2 2026
| CARR Carrier Global Corp. | Add +2.7% | 2.58% | +0.53 |
| SYY Sysco Corp. | Add +4.8% | 2.72% | +0.37 |
| TRV The Travelers Cos Inc. | Add +0.1% | 4.54% | +0.29 |
| CRM Salesforce Inc. | Add +61.2% | 0.95% | +0.20 |
| ESML iShares ESG Aware MSCI USA S | New | 0.19% | +0.19 |
| AMZN Amazon.com Inc. | Add +7.1% | 1.44% | +0.19 |
| SBUX Starbucks Corp. | Add +3.0% | 1.99% | +0.19 |
| KMB Kimberly-Clark Corp. | Add +43.4% | 0.44% | +0.15 |
| VLTO Veralto Corp. | Add +5.7% | 1.41% | −0.00 |
| DIS The Walt Disney Co. | Add +6.0% | 1.80% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +3.6% | 2.18% | −0.01 |
| DHR Danaher Corp. | Add +4.7% | 2.43% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +0.2% | 0.65% | −0.04 |
| GIS General Mills Inc. | Add +8.6% | 0.96% | −0.04 |
| MSFT Microsoft Corp. | Add +3.3% | 2.48% | −0.05 |
| AMGN Amgen Inc. | Add +0.4% | 3.35% | −0.09 |
| JMTG Mortgage-Backed Securities | Add +2.2% | 3.83% | −0.17 |
| SSNC Ss&c Technologies Holdings | Add +6.6% | 2.34% | −0.20 |
| PNR Pentair PLC | Add +8.5% | 2.18% | −0.24 |
| SF Stifel Financial Corp. | Add +1.5% | 2.70% | −0.29 |
| BJ Bj's Wholesale Club Holdings | Add +1.6% | 3.17% | −0.57 |
| KR Kroger Co. | Add +3.3% | 1.88% | −0.64 |