FinArc Investments, Inc.

NORWOOD, MA · CIK 2133911 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNorwood, MA

$110.3m reported value +6.2% vs Q1 2026

43positions

53.5%in top 10

2 new 21 added 15 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	186,142	$19.1m17.35%	17.35%	Reduced -2.4k	-2,382 -1.3%
2	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	162,289	$6.5m5.90%	5.90%	Reduced -793	-793 -0.5%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,157	$5.4m4.91%	4.91%	Reduced -1.4k	-1,450 -8.7%
4	TRAVELERS COMPANIES INC COM TRV	TRV	15,160	$5.0m4.54%	4.54%	Added +13	+13 0.1%
5	CISCO SYS INC COM CSCO	CSCO	42,471	$5.0m4.52%	4.52%	Reduced -2.5k	-2,550 -5.7%
6	J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED JMTG	JMTG	83,354	$4.2m3.83%	3.83%	Added +1.8k	+1,770 2.2%
7	AMGEN INC COM AMGN	AMGN	10,194	$3.7m3.35%	3.35%	Added +44	+44 0.4%
8	JPMORGAN CHASE & CO COM JPM	JPM	10,930	$3.6m3.24%	3.24%	Reduced -97	-97 -0.9%
9	BJS WHSL CLUB HLDGS INC COM BJ	BJ	40,029	$3.5m3.17%	3.17%	Added +634	+634 1.6%
10	SYSCO CORP COM SYY	SYY	35,875	$3.0m2.72%	2.72%	Added +1.6k	+1,638 4.8%
11	STIFEL FINL CORP COM SF	SF	42,681	$3.0m2.70%	2.70%	Added +619	+619 1.5%
12	CARRIER GLOBAL CORPORATION COM CARR	CARR	38,837	$2.8m2.58%	2.58%	Added +1.0k	+1,035 2.7%
13	JOHNSON & JOHNSON COM JNJ	JNJ	10,887	$2.8m2.51%	2.51%	Reduced -193	-193 -1.7%
14	MICROSOFT CORP COM MSFT	MSFT	7,342	$2.7m2.48%	2.48%	Added +236	+236 3.3%
15	LOWES COS INC COM LOW	LOW	12,330	$2.7m2.46%	2.46%	Reduced -160	-160 -1.3%
16	AUTOZONE INC COM AZO	AZO	841	$2.7m2.44%	2.44%	Reduced -20	-20 -2.3%
17	DANAHER CORPORATION COM DHR	DHR	14,050	$2.7m2.43%	2.43%	Added +630	+630 4.7%
18	APPLE INC COM AAPL	AAPL	9,110	$2.6m2.39%	2.39%	Reduced -29	-29 -0.3%
19	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	41,635	$2.6m2.34%	2.34%	Added +2.6k	+2,573 6.6%
20	PENTAIR PLC SHS PNR	PNR	31,437	$2.4m2.18%	2.18%	Added +2.5k	+2,468 8.5%
21	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,789	$2.4m2.18%	2.18%	Added +168	+168 3.6%
22	STARBUCKS CORP COM SBUX	SBUX	21,513	$2.2m1.99%	1.99%	Added +622	+622 3.0%
23	KROGER CO COM KR	KR	37,323	$2.1m1.88%	1.88%	Added +1.2k	+1,175 3.2%
24	DISNEY WALT CO COM DIS	DIS	20,596	$2.0m1.80%	1.80%	Added +1.2k	+1,161 6.0%
25	NEXTRACKER INC CLASS A COM NXT	NXT	15,153	$1.8m1.64%	1.64%	Reduced -884	-884 -5.5%
26	AMAZON COM INC COM AMZN	AMZN	6,656	$1.6m1.44%	1.44%	Added +442	+442 7.1%
27	VERALTO CORP COM SHS VLTO	VLTO	17,559	$1.6m1.41%	1.41%	Added +952	+952 5.7%
28	ABBVIE INC COM ABBV	ABBV	5,251	$1.3m1.20%	1.20%	Reduced -18	-18 -0.3%
29	GENERAL MLS INC COM GIS	GIS	30,569	$1.1m0.96%	0.96%	Added +2.4k	+2,426 8.6%
30	SALESFORCE INC COM CRM	CRM	6,675	$1.0m0.95%	0.95%	Added +2.5k	+2,535 61.2%
31	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	11,517	$948.3k0.86%	0.86%	Unchanged
32	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,091	$749.4k0.68%	0.68%	Reduced -863	-863 -21.8%
33	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	29,184	$730.5k0.66%	0.66%	Reduced -97	-97 -0.3%
34	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	15,164	$718.9k0.65%	0.65%	Added +24	+24 0.2%
35	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	9,551	$696.6k0.63%	0.63%	Reduced -194	-194 -2.0%
36	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	4,719	$645.2k0.58%	0.58%	New
37	TRANE TECHNOLOGIES PLC SHS TT	TT	1,243	$610.5k0.55%	0.55%	Unchanged
38	INGERSOLL RAND INC COM IR	IR	6,199	$508.3k0.46%	0.46%	Unchanged
39	KIMBERLY-CLARK CORP COM KMB	KMB	4,416	$484.7k0.44%	0.44%	Added +1.3k	+1,337 43.4%
40	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	11,727	$339.6k0.31%	0.31%	Reduced -4.9k	-4,947 -29.7%
41	ISHARES TR ESG ADVNCD HY BD HYXF	HYXF	6,295	$294.1k0.27%	0.27%	Unchanged
42	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,547	$245.4k0.22%	0.22%	Unchanged
43	ISHARES TR ESG AWARE MSCI ESML	ESML	3,827	$214.0k0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	4,719	$800.6k4.7k shares
West Coast Community Bancorp WCCB	WCCB	6,100	$289.8k6.1k shares