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FinArc Investments, Inc.

Portfolio Manager
FinArc Investments, Inc.
Performance
0% (N/A)
AUM (13F)
$103.91M
# of Holdings
43
Performance Rank
N/A
Allocation (Top 20)
77.98%

FinArc Investments, Inc. Holdings Map

Top 43 FinArc Investments, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
17.35%188.5K$18.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 188.5K shares
$95.35(+8.34%)
2026-03-31
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
5.84%163.1K$6.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 163.1K shares
$36.89(+9.27%)
2026-03-31
GOOGL
ALPHABET INC CLASS CLASS A
4.6%16.6K$4.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 16.6K shares
$300.28(+19.86%)
2026-03-31
TRV
TRAVELERS COS INC
4.25%15.1K$4.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 15.1K shares
$290.87(+17.68%)
2026-03-31
JMTG
JPMORGAN MORTGAGE-BACKEDSECURITIES ETF
4%81.6K$4.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 81.6K shares
$51.03(-1.08%)
2026-03-31
BJ
BJS WHSL CLUB HLDGS INC
3.73%39.4K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 39.4K shares
$94.22(-5.35%)
2026-03-31
AMGN
AMGEN INC
3.44%10.2K$3.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.2K shares
$339.58(+10.18%)
2026-03-31
CSCO
CISCO SYS INC
3.36%45.0K$3.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 45.0K shares
$77.31(+45.76%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.12%11.0K$3.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 11.0K shares
$308.19(+8.53%)
2026-03-31
SF
STIFEL FINL CORP
2.99%42.1K$3.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 42.1K shares
$78.70(-7.03%)
2026-03-31

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