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The Analysis of FinArc Investments, Inc.'s Holdings & P&L

Currently, FinArc Investments, Inc. holds 43 types of securities in its portfolio with a total value $103.9M. In the most recent quarter, they have increased their positions in ESGD (+188.5K shares, valued at $18.0M), FENI (+163.1K shares, valued at $6.1M), N/A (+16.6K shares, valued at $4.8M); initiated new positions in ESGD (+188.5K shares, valued at $18.0M), FENI (+163.1K shares, valued at $6.1M), N/A (+16.6K shares, valued at $4.8M).

1M P&L

+1.6M+1.53%

3M P&L

+2.5M+2.42%

HY P&L

+346.5K+0.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A32.9M

33.3%

2Drug Manufacturers - General7.4M

7.5%

3Diagnostics & Research4.8M

4.9%

Top Industries by Stock Count

1N/A11 stocks

26.8%

2Drug Manufacturers - General3 stocks

7.3%

3Software - Application2 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ESGD ISHARES ESG AWARE MSCI EAFE ETF188.5K sharesnew addition2026-03-312026-05-20

FENI FIDELITY ENHANCED INTERNATIONAL ETF163.1K sharesnew addition2026-03-312026-05-20

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A16.6K sharesnew addition2026-03-312026-05-20

TRV TRAVELERS COS INC15.1K sharesnew addition2026-03-312026-05-20

JMTG JPMORGAN MORTGAGE-BACKEDSECURITIES ETF81.6K sharesnew addition2026-03-312026-05-20

BJ BJS WHSL CLUB HLDGS INC39.4K sharesnew addition2026-03-312026-05-20

AMGN AMGEN INC10.2K sharesnew addition2026-03-312026-05-20

CSCO CISCO SYS INC45.0K sharesnew addition2026-03-312026-05-20

Sponsored

JPM JPMORGAN CHASE & CO11.0K sharesnew addition2026-03-312026-05-20

SF STIFEL FINL CORP42.1K sharesnew addition2026-03-312026-05-20

LOW LOWES COS INC12.5K sharesnew addition2026-03-312026-05-20

AZO AUTOZONE INC861 sharesnew addition2026-03-312026-05-20

JNJ JOHNSON & JOHNSON11.1K sharesnew addition2026-03-312026-05-20

SSNC SS&C TECHNOLOGIES HLDGS39.1K sharesnew addition2026-03-312026-05-20

MSFT MICROSOFT CORP7.1K sharesnew addition2026-03-312026-05-20

KR KROGER CO36.1K sharesnew addition2026-03-312026-05-20

Sponsored

DHR DANAHER CORP13.4K sharesnew addition2026-03-312026-05-20

PNR PENTAIR PLC F29.0K sharesnew addition2026-03-312026-05-20

SYY SYSCO CORP34.2K sharesnew addition2026-03-312026-05-20

AAPL APPLE INC9.1K sharesnew addition2026-03-312026-05-20

TMO THERMO FISHER SCIENTIFIC4.6K sharesnew addition2026-03-312026-05-20

CARR CARRIER GLOBAL CORP37.8K sharesnew addition2026-03-312026-05-20

NXT NEXTPOWER INC CLASS A16.0K sharesnew addition2026-03-312026-05-20

DIS DISNEY WALT CO19.4K sharesnew addition2026-03-312026-05-20

Sponsored

SBUX STARBUCKS CORP20.9K sharesnew addition2026-03-312026-05-20

VLTO VERALTO CORP16.6K sharesnew addition2026-03-312026-05-20

AMZN AMAZON.COM INC6.2K sharesnew addition2026-03-312026-05-20

ABBV ABBVIE INC5.3K sharesnew addition2026-03-312026-05-20

GIS GENERAL MILLS INC28.1K sharesnew addition2026-03-312026-05-20

IWD ISHARES RUSSELL 1000 VALUE ETF4.0K sharesnew addition2026-03-312026-05-20

VSGX VANGUARD ESG INTERNATIONAL STOCK ETF11.5K sharesnew addition2026-03-312026-05-20

XOM EXXON MOBIL CORP4.7K sharesnew addition2026-03-312026-05-20

Sponsored

CRM SALESFORCE INC4.1K sharesnew addition2026-03-312026-05-20

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF29.3K sharesnew addition2026-03-312026-05-20

EAGG ISHARES ESG U.S. AGGREGATE BOND ETF15.1K sharesnew addition2026-03-312026-05-20

EFIV STATE STREET SPDR S&P 500 ESG ETF9.7K sharesnew addition2026-03-312026-05-20

TT TRANE TECHNOLOGIES PLC F1.2K sharesnew addition2026-03-312026-05-20

IR INGERSOLL RAND INC6.2K sharesnew addition2026-03-312026-05-20

SCHB SCHWAB U.S. BROAD MARKETETF16.7K sharesnew addition2026-03-312026-05-20

KMB KIMBERLY CLARK CORP3.1K sharesnew addition2026-03-312026-05-20

Sponsored

HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF6.3K sharesnew addition2026-03-312026-05-20

WEST COAST CMNTY BANCORP WEST COAST CMNTY BANCORP6.1K sharesnew addition2026-03-312026-05-20

XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF1.5K sharesnew addition2026-03-312026-05-20

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

New

Shares188.5K

Event2026-03-31

Filed2026-05-20

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

New

Shares163.1K

Event2026-03-31

Filed2026-05-20

ALPHABET INC CLASS CLASS A

New

Shares16.6K

Event2026-03-31

Filed2026-05-20

TRV

TRAVELERS COS INC

New

Shares15.1K

Event2026-03-31

Filed2026-05-20

JMTG

JPMORGAN MORTGAGE-BACKEDSECURITIES ETF

New

Shares81.6K

Event2026-03-31

Filed2026-05-20

BJS WHSL CLUB HLDGS INC

New

Shares39.4K

Event2026-03-31

Filed2026-05-20

AMGN

AMGEN INC

New

Shares10.2K

Event2026-03-31

Filed2026-05-20

CSCO

CISCO SYS INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-20

JPM

JPMORGAN CHASE & CO

New

Shares11.0K

Event2026-03-31

Filed2026-05-20

STIFEL FINL CORP

New

Shares42.1K

Event2026-03-31

Filed2026-05-20

LOW

LOWES COS INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-20

AZO

AUTOZONE INC

New

Shares861

Event2026-03-31

Filed2026-05-20

JNJ

JOHNSON & JOHNSON

New

Shares11.1K

Event2026-03-31

Filed2026-05-20

SSNC

SS&C TECHNOLOGIES HLDGS

New

Shares39.1K

Event2026-03-31

Filed2026-05-20

MSFT

MICROSOFT CORP

New

Shares7.1K

Event2026-03-31

Filed2026-05-20

KROGER CO

New

Shares36.1K

Event2026-03-31

Filed2026-05-20

DHR

DANAHER CORP

New

Shares13.4K

Event2026-03-31

Filed2026-05-20

PNR

PENTAIR PLC F

New

Shares29.0K

Event2026-03-31

Filed2026-05-20

SYY

SYSCO CORP

New

Shares34.2K

Event2026-03-31

Filed2026-05-20

AAPL

APPLE INC

New

Shares9.1K

Event2026-03-31

Filed2026-05-20

TMO

THERMO FISHER SCIENTIFIC

New

Shares4.6K

Event2026-03-31

Filed2026-05-20

CARR

CARRIER GLOBAL CORP

New

Shares37.8K

Event2026-03-31

Filed2026-05-20

NXT

NEXTPOWER INC CLASS A

New

Shares16.0K

Event2026-03-31

Filed2026-05-20

DIS

DISNEY WALT CO

New

Shares19.4K

Event2026-03-31

Filed2026-05-20

SBUX

STARBUCKS CORP

New

Shares20.9K

Event2026-03-31

Filed2026-05-20

VLTO

VERALTO CORP

New

Shares16.6K

Event2026-03-31

Filed2026-05-20

AMZN

AMAZON.COM INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-20

ABBV

ABBVIE INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-20

GIS

GENERAL MILLS INC

New

Shares28.1K

Event2026-03-31

Filed2026-05-20

IWD

ISHARES RUSSELL 1000 VALUE ETF

New

Shares4.0K

Event2026-03-31

Filed2026-05-20

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

New

Shares11.5K

Event2026-03-31

Filed2026-05-20

XOM

EXXON MOBIL CORP

New

Shares4.7K

Event2026-03-31

Filed2026-05-20

CRM

SALESFORCE INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-20

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

New

Shares29.3K

Event2026-03-31

Filed2026-05-20

EAGG

ISHARES ESG U.S. AGGREGATE BOND ETF

New

Shares15.1K

Event2026-03-31

Filed2026-05-20

EFIV

STATE STREET SPDR S&P 500 ESG ETF

New

Shares9.7K

Event2026-03-31

Filed2026-05-20

TRANE TECHNOLOGIES PLC F

New

Shares1.2K

Event2026-03-31

Filed2026-05-20

INGERSOLL RAND INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-20

SCHB

SCHWAB U.S. BROAD MARKETETF

New

Shares16.7K

Event2026-03-31

Filed2026-05-20

KMB

KIMBERLY CLARK CORP

New

Shares3.1K

Event2026-03-31

Filed2026-05-20

HYXF

ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF

New

Shares6.3K

Event2026-03-31

Filed2026-05-20

WEST COAST CMNTY BANCORP

New

Shares6.1K

Event2026-03-31

Filed2026-05-20

XLV

STATE STREET HEALTH CARESELECT SECTOR SPDR ETF

New

Shares1.5K

Event2026-03-31

Filed2026-05-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available