Top 43 FinArc Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 17.35% | 188.5K | $18.0M | new | $95.35(+8.34%) | 2026-03-31 | |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 5.84% | 163.1K | $6.1M | new | $36.89(+9.27%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS CLASS A | 4.6% | 16.6K | $4.8M | new | $300.28(+19.86%) | 2026-03-31 | |
| TRV | TRAVELERS COS INC | 4.25% | 15.1K | $4.4M | new | $290.87(+17.68%) | 2026-03-31 | |
| JMTG | JPMORGAN MORTGAGE-BACKEDSECURITIES ETF | 4% | 81.6K | $4.2M | new | $51.03(-1.08%) | 2026-03-31 | |
| BJ | BJS WHSL CLUB HLDGS INC | 3.73% | 39.4K | $3.9M | new | $94.22(-5.35%) | 2026-03-31 | |
| AMGN | AMGEN INC | 3.44% | 10.2K | $3.6M | new | $339.58(+10.18%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3.36% | 45.0K | $3.5M | new | $77.31(+45.76%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.12% | 11.0K | $3.2M | new | $308.19(+8.53%) | 2026-03-31 | |
| SF | STIFEL FINL CORP | 2.99% | 42.1K | $3.1M | new | $78.70(-7.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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