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Portfolio (Quarterly) Guide ↗

FinArc Investments, Inc.

· CIK 0002133911
13F Portfolio $110M AUM 43 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 18 Added 11 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ESGD ISHARES ESG AWARE MSCI EAFE ETF 186,142.0 $19.1M 17.35% -2K -1.3% $102.81 +4.8%
2 GOOGL ALPHABET INC CAP STK CL A Communication Services 15,157.0 $5.4M 4.91% -1K -8.7% $357.37 -2.9%
3 CSCO CISCO SYS INC COM Technology 42,471.0 $5.0M 4.52% -3K -5.7% $117.46 -5.4%
4 JPM JPMORGAN CHASE & CO COM Financial Services 10,930.0 $3.6M 3.24% -97.0 -0.9% $327.33 +9.0%
5 JNJ JOHNSON & JOHNSON COM Healthcare 10,887.0 $2.8M 2.51% -193.0 -1.7% $253.97 +7.5%
6 LOW LOWES COS INC COM Consumer Cyclical 12,330.0 $2.7M 2.46% -160.0 -1.3% $220.49 -2.7%
7 AZO AUTOZONE INC COM Consumer Cyclical 841.0 $2.7M 2.44% -20.0 -2.3% $3195.94 -5.3%
8 NXT NEXTPOWER INC CLASS A COM Technology 15,153.0 $1.8M 1.64% -884.0 -5.5% $119.14 -28.8%
9 IWD ISHARES RUSSELL 1000 VALUE ETF 3,091.0 $749K 0.68% -863.0 -21.8% $242.43 +6.5%
10 EFIV STATE STREET SPDR S&P 500 ESG ETF 9,551.0 $697K 0.63% -194.0 -2.0% $72.93 +3.0%
11 SCHB SCHWAB U.S. BROAD MARKET ETF 11,727.0 $340K 0.31% -5K -29.7% $28.96 +2.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.3%
Healthcare 17.3%
Financial Services 15.6%
Consumer Defensive 13.6%
Consumer Cyclical 12.4%
Communication Services 10.0%
Industrials 10.0%