FinArc Investments, Inc. holds a focused book of 41 stocks worth $103.9M as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). Their largest long position is ISHARES TRUST ISHARES ESG AW at 18% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2133911/holdings"
Use Arkolith to show FinArc Investments, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Esg Aware Msci Eafe ETF UIT EXCHANGE TRADED | $18.0M | 188.5K | 17.3% | ▲New New position | |
| 2 | Fidelity Enhanced International ETF UIT EXCHANGE TRADED | $6.1M | 163.1K | 5.8% | ▲New New position | |
| 3 | Alphabet Inc Class Class A COMMON STOCK | $4.8M | 16.6K | 4.6% | ▲New New position | |
| 4 | Travelers Cos Inc COMMON STOCK | $4.4M | 15.1K | 4.3% | ▲New New position | |
| 5 | JPMorgan Mortgage-Backedsecurities ETF UIT EXCHANGE TRADED | $4.2M | 81.6K | 4.0% | ▲New New position | |
| 6 | BJS WHSL Club Hldgs Inc COMMON STOCK | $3.9M | 39.4K | 3.7% | ▲New New position | |
| 7 | Amgen Inc COMMON STOCK | $3.6M | 10.2K | 3.4% | ▲New New position | |
| 8 | Cisco Sys Inc COMMON STOCK | $3.5M | 45.0K | 3.4% | ▲New New position | |
| 9 | JPMorgan Chase & Co COMMON STOCK | $3.2M | 11.0K | 3.1% | ▲New New position | |
| 10 | Stifel Finl Corp COMMON STOCK | $3.1M | 42.1K | 3.0% | ▲New New position | |
| 11 | Lowes Cos Inc COMMON STOCK | $3.0M | 12.5K | 2.8% | ▲New New position | |
| 12 | Autozone Inc COMMON STOCK | $2.9M | 861 | 2.8% | ▲New New position | |
| 13 | Johnson & Johnson COMMON STOCK | $2.7M | 11.1K | 2.6% | ▲New New position | |
| 14 | SS&C Technologies Hldgs COMMON STOCK | $2.6M | 39.1K | 2.5% | ▲New New position | |
| 15 | Microsoft Corp COMMON STOCK | $2.6M | 7.1K | 2.5% | ▲New New position | |
| 16 | Kroger Co COMMON STOCK | $2.6M | 36.1K | 2.5% | ▲New New position | |
| 17 | Danaher Corp COMMON STOCK | $2.5M | 13.4K | 2.4% | ▲New New position | |
| 18 | Pentair PLC F FOREIGN ORDINARIES | $2.5M | 29.0K | 2.4% | ▲New New position | |
| 19 | Sysco Corp COMMON STOCK | $2.4M | 34.2K | 2.4% | ▲New New position | |
| 20 | Apple Inc COMMON STOCK | $2.3M | 9.1K | 2.2% | ▲New New position | |
| 21 | Thermo Fisher Scientific COMMON STOCK | $2.3M | 4.6K | 2.2% | ▲New New position | |
| 22 | Carrier Global Corp COMMON STOCK | $2.1M | 37.8K | 2.0% | ▲New New position | |
| 23 | Nextpower Inc Class A COMMON STOCK | $1.9M | 16.0K | 1.9% | ▲New New position | |
| 24 | Disney Walt Co COMMON STOCK | $1.9M | 19.4K | 1.8% | ▲New New position | |
| 25 | Starbucks Corp COMMON STOCK | $1.9M | 20.9K | 1.8% | ▲New New position | |
| 26 | Veralto Corp COMMON STOCK | $1.5M | 16.6K | 1.4% | ▲New New position | |
| 27 | Amazon.com Inc COMMON STOCK | $1.3M | 6.2K | 1.2% | ▲New New position | |
| 28 | Abbvie Inc COMMON STOCK | $1.1M | 5.3K | 1.1% | ▲New New position | |
| 29 | General Mills Inc COMMON STOCK | $1.0M | 28.1K | 1.0% | ▲New New position | |
| 30 | Ishares Russell 1000 Value ETF UIT EXCHANGE TRADED | $845K | 4.0K | 0.8% | ▲New New position | |
| 31 | Vanguard Esg International Stock ETF UIT EXCHANGE TRADED | $826K | 11.5K | 0.8% | ▲New New position | |
| 32 | Exxon Mobil Corp COMMON STOCK | $801K | 4.7K | 0.8% | ▲New New position | |
| 33 | Salesforce Inc COMMON STOCK | $773K | 4.1K | 0.7% | ▲New New position | |
| 34 | State Street SPDR Bloomberg Short Term High Yield Bond ETF UIT EXCHANGE TRADED | $731K | 29.3K | 0.7% | ▲New New position | |
| 35 | Ishares Esg U.S. Aggregate Bond ETF UIT EXCHANGE TRADED | $720K | 15.1K | 0.7% | ▲New New position | |
| 36 | State Street SPDR S&P 500 Esg ETF UIT EXCHANGE TRADED | $615K | 9.7K | 0.6% | ▲New New position | |
| 37 | Trane Technologies PLC F FOREIGN ORDINARIES | $518K | 1.2K | 0.5% | ▲New New position | |
| 38 | Ingersoll Rand Inc COMMON STOCK | $497K | 6.2K | 0.5% | ▲New New position | |
| 39 | Schwab U.S. Broad Marketetf UIT EXCHANGE TRADED | $419K | 16.7K | 0.4% | ▲New New position | |
| 40 | Kimberly Clark Corp COMMON STOCK | $297K | 3.1K | 0.3% | ▲New New position | |
| 41 | Ishares Esg Advanced High Yield Corporate Bond ETF UIT EXCHANGE TRADED | $292K | 6.3K | 0.3% | ▲New New position | |
| 42 | West Coast Cmnty Bancorp COMMON STOCK | $290K | 6.1K | 0.3% | ▲New New position | |
| 43 | State Street Health Careselect Sector SPDR ETF UIT EXCHANGE TRADED | $227K | 1.5K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 20, 2026 | 43 | $103.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.