FinArc Investments, Inc.

CIK

2133911

Location

NORWOOD, MA

Portfolio Value

Micro $75,493,973

Diversification

Diversified

Filing Date

Global Rank

#6,603 / 8,650 ▲ 136

Top Industry

Drug Manufacturers - General 10.3%

3Y Alpha vs SPY

+13.8%

Period ended 53 days ago

Filed Aug 13, 2026 · 9d

2 quarters · since Mar 2026

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.4%

SPY

+3.6%

Annualised alpha

+16.1%

Max drawdown

−2.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.2%

+0.4 pts

Top 5

30.0%

+1.6 pts

Top 10

50.0%

+0.4 pts

HHI

408

Diversified+7

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.9%	$15,797,908	6
Healthcare	17.0%	$12,855,040	5
Financial Services	15.3%	$11,560,188	3
Consumer Defensive	13.4%	$10,110,852	5
Consumer Cyclical	12.2%	$9,191,230	4
Industrials	10.5%	$7,934,552	5
Communication Services	9.8%	$7,399,022	2
Energy	0.9%	$645,181	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
SSNC	SS&C Technologies Holdings Inc	+2,573	41,635	$2,583,451
CRM	Salesforce, Inc.	+2,535	6,675	$1,045,705
PNR	PENTAIR plc	+2,468	31,437	$2,409,960
GIS	General Mills Inc	+2,426	30,569	$1,063,801
SYY	Sysco Corp	+1,638	35,875	$2,998,432
KMB	Kimberly Clark Corp	+1,337	4,416	$484,744
KR	Kroger Co	+1,175	37,323	$2,072,546
DIS	Walt Disney Co	+1,161	20,596	$1,982,365
CARR	CARRIER GLOBAL Corp	+1,035	38,837	$2,848,693
VLTO	Veralto Corp	+952	17,559	$1,557,132
BJ	BJ's Wholesale Club Holdings, Inc.	+634	40,029	$3,491,329
DHR	Danaher Corp /De/	+630	14,050	$2,676,244
SBUX	Starbucks Corp	+622	21,513	$2,198,413
SF	Stifel Financial Corp	+619	42,681	$2,977,853
AMZN	Amazon Com Inc	+442	6,656	$1,586,391
MSFT	Microsoft Corp	+236	7,342	$2,738,712
TMO	Thermo Fisher Scientific Inc.	+168	4,789	$2,401,013
AMGN	Amgen Inc	+44	10,194	$3,691,451
TRV	Travelers Companies, Inc.	+13	15,160	$5,004,619
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−2,550	42,471	$4,988,643
GOOGL	Alphabet Inc.	−1,450	15,157	$5,416,657
NXT	Nextpower Inc.	−884	15,153	$1,805,328
JNJ	Johnson & Johnson	−193	10,887	$2,764,971
LOW	Lowes Companies Inc	−160	12,330	$2,718,641
JPM	Jpmorgan Chase & Co	−97	10,930	$3,577,716
AAPL	Apple Inc.	−29	9,110	$2,636,069
AZO	Autozone Inc	−20	841	$2,687,785
ABBV	AbbVie Inc.	−18	5,251	$1,321,361
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $75,493,973 total · filing declares 43 positions · $110,305,133 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	15,157	-1,450	$5,416,657	+13.4%	7.17%
TRV	Travelers Companies, Inc. Financial Services	Added	15,160	+13	$5,004,619	+13.3%	6.63%
CSCO	Cisco Systems, Inc. Technology	Reduced	42,471	-2,550	$4,988,643	+42.8%	6.61%
AMGN	Amgen Inc Healthcare	Added	10,194	+44	$3,691,451	+3.4%	4.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,930	-97	$3,577,716	+10.3%	4.74%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Added	40,029	+634	$3,491,329	−10.0%	4.62%
SYY	Sysco Corp Consumer Defensive	Added	35,875	+1,638	$2,998,432	+22.8%	3.97%
SF	Stifel Financial Corp Financial Services	Added	42,681	+619	$2,977,853	−4.2%	3.94%
CARR	CARRIER GLOBAL Corp Industrials	Added	38,837	+1,035	$2,848,693	+33.8%	3.77%
JNJ	Johnson & Johnson Healthcare	Reduced	10,887	-193	$2,764,971	+2.1%	3.66%
MSFT	Microsoft Corp Technology	Added	7,342	+236	$2,738,712	+4.1%	3.63%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	12,330	-160	$2,718,641	−7.9%	3.60%
AZO	Autozone Inc Consumer Cyclical	Reduced	841	-20	$2,687,785	−7.6%	3.56%
DHR	Danaher Corp /De/ Healthcare	Added	14,050	+630	$2,676,244	+5.2%	3.54%
AAPL	Apple Inc. Technology	Reduced	9,110	-29	$2,636,069	+13.7%	3.49%
SSNC	SS&C Technologies Holdings Inc Technology	Added	41,635	+2,573	$2,583,451	−2.1%	3.42%
PNR	PENTAIR plc Industrials	Added	31,437	+2,468	$2,409,960	−4.5%	3.19%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	4,789	+168	$2,401,013	+5.7%	3.18%
SBUX	Starbucks Corp Consumer Cyclical	Added	21,513	+622	$2,198,413	+17.5%	2.91%
KR	Kroger Co Consumer Defensive	Added	37,323	+1,175	$2,072,546	−20.8%	2.75%
DIS	Walt Disney Co Communication Services	Added	20,596	+1,161	$1,982,365	+5.8%	2.63%
NXT	Nextpower Inc. Technology	Reduced	15,153	-884	$1,805,328	−6.6%	2.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,656	+442	$1,586,391	+22.6%	2.10%
VLTO	Veralto Corp Industrials	Added	17,559	+952	$1,557,132	+6.0%	2.06%
ABBV	AbbVie Inc. Healthcare	Reduced	5,251	-18	$1,321,361	+15.3%	1.75%
GIS	General Mills Inc Consumer Defensive	Added	30,569	+2,426	$1,063,801	+1.6%	1.41%
CRM	Salesforce, Inc. Technology	Added	6,675	+2,535	$1,045,705	+35.3%	1.39%
XOM	ExxonMobil Holdings Corp Energy	Held	4,719	0	$645,181	−19.4%	0.85%
TT	Trane Technologies plc Industrials	Held	1,243	0	$610,511	+17.9%	0.81%
IR	Ingersoll Rand Inc. Industrials	Held	6,199	0	$508,256	+2.3%	0.67%
KMB	Kimberly Clark Corp Consumer Defensive	Added	4,416	+1,337	$484,744	+63.2%	0.64%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.