FinArc Investments, Inc.
Filing Date
Mar 31, 2026
Global Rank
#6,340
/ 8,605
· as of Mar 2026
Top Industry
Drug Manufacturers - General
10.5%
Period ended 3 months ago
Filed May 20, 2026 · 50d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.6%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−2.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
31 positions · as of Mar 31, 2026Top Position
6.8%
of portfolio value
Top 5
28.5%
of portfolio value
Top 10
49.6%
of portfolio value
HHI
401
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 19.5% | $13,788,485 |
| Healthcare | 17.3% | $12,241,418 |
| Financial Services | 15.2% | $10,771,001 |
| Consumer Defensive | 14.5% | $10,279,562 |
| Consumer Cyclical | 12.8% | $9,025,218 |
| Industrials | 10.1% | $7,135,179 |
| Communication Services | 9.4% | $6,648,653 |
| Energy | 1.1% | $800,625 |
31 positions ·
$70,690,141 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 16,607 | $4,775,508 | 6.76% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
First | 15,147 | $4,418,076 | 6.25% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
First | 39,395 | $3,877,255 | 5.48% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 10,150 | $3,571,277 | 5.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 45,021 | $3,493,179 | 4.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 11,027 | $3,243,702 | 4.59% | |
| SF |
Stifel Financial Corp
Financial Services
|
First | 42,062 | $3,109,223 | 4.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 12,490 | $2,951,137 | 4.17% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
First | 861 | $2,908,268 | 4.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 11,080 | $2,708,395 | 3.83% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
First | 39,062 | $2,639,419 | 3.73% | |
| MSFT |
Microsoft Corp
Technology
|
First | 7,106 | $2,630,428 | 3.72% | |
| KR |
Kroger Co
Consumer Defensive
|
First | 36,148 | $2,615,669 | 3.70% | |
| DHR |
Danaher Corp /De/
Healthcare
|
First | 13,420 | $2,544,432 | 3.60% | |
| PNR |
PENTAIR plc
Industrials
|
First | 28,969 | $2,523,489 | 3.57% | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 34,237 | $2,442,125 | 3.45% | |
| AAPL |
Apple Inc.
Technology
|
First | 9,139 | $2,319,386 | 3.28% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 4,621 | $2,271,360 | 3.21% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
First | 37,802 | $2,128,630 | 3.01% | |
| NXT |
Nextpower Inc.
Technology
|
First | 16,037 | $1,933,260 | 2.73% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 19,435 | $1,873,145 | 2.65% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 20,891 | $1,871,624 | 2.65% | |
| VLTO |
Veralto Corp
Industrials
|
First | 16,607 | $1,468,390 | 2.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 6,214 | $1,294,189 | 1.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 5,269 | $1,145,954 | 1.62% | |
| GIS |
General Mills Inc
Consumer Defensive
|
First | 28,143 | $1,047,482 | 1.48% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 4,719 | $800,625 | 1.13% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 4,140 | $772,813 | 1.09% | |
| TT |
Trane Technologies plc
Industrials
|
First | 1,243 | $518,007 | 0.73% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
First | 6,199 | $496,663 | 0.70% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 3,079 | $297,031 | 0.42% |