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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
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 4,789.0 $2.4M 2.18% +168.0 +3.6% $501.36 +25.3%
22 SBUX STARBUCKS CORP COM Consumer Cyclical 21,513.0 $2.2M 1.99% +622.0 +3.0% $102.19 +3.5%
23 KR KROGER CO COM Consumer Defensive 37,323.0 $2.1M 1.88% +1K +3.2% $55.53 +5.3%
24 DIS DISNEY WALT CO COM Communication Services 20,596.0 $2.0M 1.80% +1K +6.0% $96.25 +15.6%
25 NXT NEXTPOWER INC CLASS A COM Technology 15,153.0 $1.8M 1.64% -884.0 -5.5% $119.14 -28.8%
26 AMZN AMAZON COM INC COM Consumer Cyclical 6,656.0 $1.6M 1.44% +442.0 +7.1% $238.34 +9.5%
27 VLTO VERALTO CORP COM SHS Industrials 17,559.0 $1.6M 1.41% +952.0 +5.7% $88.68 +11.4%
28 ABBV ABBVIE INC COM Healthcare 5,251.0 $1.3M 1.20% $251.64 +5.6%
29 GIS GENERAL MILLS INC COM Consumer Defensive 30,569.0 $1.1M 0.96% +2K +8.6% $34.80 +14.3%
30 CRM SALESFORCE INC COM Technology 6,675.0 $1.0M 0.95% +3K +61.2% $156.66 +31.3%
31 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 11,517.0 $948K 0.86% $82.34 +2.0%
32 IWD ISHARES RUSSELL 1000 VALUE ETF 3,091.0 $749K 0.68% -863.0 -21.8% $242.43 +6.5%
33 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 29,184.0 $730K 0.66% $25.03 -0.4%
34 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 15,164.0 $719K 0.65% $47.41 -1.0%
35 EFIV STATE STREET SPDR S&P 500 ESG ETF 9,551.0 $697K 0.63% -194.0 -2.0% $72.93 +2.9%
36 EXXONMOBIL HOLDINGS CORP COM SHS 4,719.0 $645K 0.58% NEW $136.72
37 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,243.0 $611K 0.55% $491.16 -7.3%
38 INGERSOLL RAND INC COM 6,199.0 $508K 0.46% $81.99
39 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 4,416.0 $485K 0.44% +1K +43.4% $109.77 +1.1%
40 SCHB SCHWAB U.S. BROAD MARKET ETF 11,727.0 $340K 0.31% -5K -29.7% $28.96 +2.2%
Page 2 of 3  ·  43 positions

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%