FinArc Investments, Inc.
Long book
$103.9M
Q1 2026
Positions
43
Top-10 weight
53%
concentration
Last quarter
-2.8%
SPY -4.4%
Turnover
33%
of book per quarter
Strategy in plain words
auto-generated from filingsFinArc Investments, Inc. is an institutional manager, running a $103.9M US long book across 43 positions.
The portfolio is concentrated: the top 10 names carry 53% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES TRUST ISHARES ESG AW, FIDELITY ENHANCED INTL ETF, ALPHABET INC-CL A, TRAVELERS COS INC/THE, MORTGAGE-BACKED SECURITIES.
Signal value of individual moves is limited — treat changes as weak evidence.
Sector allocation
Technology 33%
Consumer discretionary 25%
Financials 15%
Healthcare 10%
Industrials 7%
Other 4%
Services media 3%
Consumer staples 1%
Long book by quarter
What does FinArc Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 16.6K | $4.8M | 4.6% | -14.7% |
| TRV TRAVELERS COS INC/THE | Financials | 15.1K | $4.4M | 4.3% | -6.7% |
| BJ BJ'S WHOLESALE CLUB HOLDINGS | Consumer discretionary | 39.4K | $3.9M | 3.7% | -2.5% |
| AMGN AMGEN INC | Healthcare | 10.2K | $3.6M | 3.4% | -11.6% |
| CSCO CISCO SYSTEMS INC | Technology | 45.0K | $3.5M | 3.4% | -6.1% |
| JPM JPMORGAN CHASE & CO | Financials | 11.0K | $3.2M | 3.1% | -7.9% |
| SF STIFEL FINANCIAL CORP | Financials | 42.1K | $3.1M | 3.0% | +38.4% |
| LOW LOWE'S COS INC | Consumer discretionary | 12.5K | $3.0M | 2.8% | -4.9% |
| AZO AUTOZONE INC | Consumer discretionary | 861 | $2.9M | 2.8% | -5.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.1K | $2.7M | 2.6% | -7.4% |
| SSNC SS&C TECHNOLOGIES HOLDINGS | Technology | 39.1K | $2.6M | 2.5% | -3.5% |
| MSFT MICROSOFT CORP | Technology | 7.1K | $2.6M | 2.5% | -1.8% |
| KR KROGER CO | Consumer discretionary | 36.1K | $2.6M | 2.5% | -4.8% |
| DHR DANAHER CORP | Technology | 13.4K | $2.5M | 2.4% | -4.6% |
| PNR PENTAIR PLC | Industrials | 29.0K | $2.5M | 2.4% | -5.7% |
| SYY SYSCO CORP | Consumer discretionary | 34.2K | $2.4M | 2.4% | +1.9% |
| AAPL APPLE INC | Technology | 9.1K | $2.3M | 2.2% | -8.9% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 4.6K | $2.3M | 2.2% | -5.8% |
| CARR CARRIER GLOBAL CORP | Industrials | 37.8K | $2.1M | 2.0% | +7.5% |
| NXT NEXTPOWER INC-CL A | Technology | 16.0K | $1.9M | 1.9% | -7.7% |
| DIS WALT DISNEY CO/THE | Services media | 19.4K | $1.9M | 1.8% | -1.0% |
| SBUX STARBUCKS CORP | Consumer discretionary | 20.9K | $1.9M | 1.8% | +11.0% |
| VLTO VERALTO CORP | Technology | 16.6K | $1.5M | 1.4% | +1.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.2K | $1.3M | 1.2% | -1.2% |
| ABBV ABBVIE INC | Healthcare | 5.3K | $1.1M | 1.1% | -4.7% |
| GIS GENERAL MILLS INC | Consumer staples | 28.1K | $1.0M | 1.0% | +28.6% |
| XOM EXXON MOBIL CORP | Energy | 4.7K | $801K | 0.8% | New |
| CRM SALESFORCE INC | Technology | 4.1K | $773K | 0.7% | +24.4% |
| TT TRANE TECHNOLOGIES PLC | Technology | 1.2K | $518K | 0.5% | Held |
| IR INGERSOLL-RAND INC | Industrials | 6.2K | $497K | 0.5% | -13.8% |
| KMB KIMBERLY-CLARK CORP | Other | 3.1K | $297K | 0.3% | New |
| WCCB WEST COAST COMMUNITY BANCORP | — | 6.1K | $290K | 0.3% | New |
13F filing history
Similar funds
MASSACHUSETTS FINANCIAL SERVICES CO /MA/JENNISON ASSOCIATES LLCNational Pension ServiceFIL LtdClearbridge Investments, LLCDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNORDEA INVESTMENT MANAGEMENT ABBoston PartnersSwedbank AB1832 Asset Management L.P. HARRIS ASSOCIATES L PLOOMIS SAYLES & CO L P