Finarc Investments, Inc. Top Holdings and 13F Report (2026) About Finarc Investments, Inc.Investment ActivityFinarc Investments, Inc. has $110.31 million in total holdings as of June 30, 2026.Finarc Investments, Inc. owns shares of 43 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.70% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Finarc Investments, Inc. has purchased 43 new stocks and bought additional shares in 21 stocks.Finarc Investments, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $19,137,259FIDELITY ENHANCED INTERNATIONAL ETF $6,512,658Alphabet $5,416,657Travelers Companies $5,004,619Cisco Systems $4,988,644 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $645,201 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $214,044 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP COM SHS 4,719 shares (about $645.20K)Salesforce 2,535 shares (about $397.13K)iShares ESG Aware MSCI USA Small-Cap ETF 3,827 shares (about $214.04K)Pentair 2,468 shares (about $189.20K)SS&C Technologies 2,573 shares (about $159.65K) Largest Sales this Quarter Alphabet 1,450 shares (about $518.19K)Cisco Systems 2,550 shares (about $299.52K)iShares ESG Aware MSCI EAFE ETF 2,382 shares (about $244.89K)iShares Russell 1000 Value ETF 863 shares (about $209.22K)Schwab US Broad Market ETF 4,947 shares (about $143.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinarc Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGDiShares ESG Aware MSCI EAFE ETF$19,137,259$244,893 â–¼-1.3%186,14217.3%ETFFIDELITY ENHANCED INTERNATIONAL ETF$6,512,658$31,823 â–¼-0.5%162,2895.9%ETFGOOGLAlphabet$5,416,657$518,186 â–¼-8.7%15,1574.9%Communication ServicesTRVTravelers Companies$5,004,619$4,292 â–²0.1%15,1604.5%FinanceCSCOCisco Systems$4,988,644$299,523 â–¼-5.7%42,4714.5%TechnologyJPMORGAN MORTGAGE-BACKED SECURITIES ETF$4,224,415$89,704 â–²2.2%83,3543.8%ETFAMGNAmgen$3,691,451$15,933 â–²0.4%10,1943.3%HealthcareJPMJPMorgan Chase & Co.$3,577,717$31,751 â–¼-0.9%10,9303.2%FinanceBJBJ's Wholesale Club$3,491,329$55,297 â–²1.6%40,0293.2%Consumer StaplesSYYSysco$2,998,433$136,904 â–²4.8%35,8752.7%Consumer StaplesSFStifel Financial$2,977,853$43,188 â–²1.5%42,6812.7%FinanceCARRCarrier Global$2,848,694$75,917 â–²2.7%38,8372.6%IndustrialsJNJJohnson & Johnson$2,764,971$49,016 â–¼-1.7%10,8872.5%HealthcareMSFTMicrosoft$2,738,713$88,033 â–²3.3%7,3422.5%TechnologyLOWLowe's Companies$2,718,642$35,278 â–¼-1.3%12,3302.5%Consumer DiscretionaryAZOAutoZone$2,687,786$63,919 â–¼-2.3%8412.4%Consumer DiscretionaryDHRDanaher$2,676,244$120,002 â–²4.7%14,0502.4%HealthcareAAPLApple$2,636,070$8,391 â–¼-0.3%9,1102.4%TechnologySSNCSS&C Technologies$2,583,452$159,655 â–²6.6%41,6352.3%IndustrialsPNRPentair$2,409,960$189,197 â–²8.5%31,4372.2%IndustrialsTMOThermo Fisher Scientific$2,401,013$84,228 â–²3.6%4,7892.2%HealthcareSBUXStarbucks$2,198,413$63,562 â–²3.0%21,5132.0%Consumer DiscretionaryKRKroger$2,072,546$65,248 â–²3.3%37,3231.9%Consumer StaplesDISWalt Disney$1,982,365$111,746 â–²6.0%20,5961.8%Communication ServicesNXTNextpower$1,805,328$105,320 â–¼-5.5%15,1531.6%IndustrialsAMZNAmazon.com$1,586,391$105,346 â–²7.1%6,6561.4%Consumer DiscretionaryVERALTO CORP COM SHS$1,557,132$84,423 â–²5.7%17,5591.4%StockABBVAbbVie$1,321,362$4,530 â–¼-0.3%5,2511.2%HealthcareGISGeneral Mills$1,063,801$84,425 â–²8.6%30,5691.0%Consumer StaplesCRMSalesforce$1,045,706$397,133 â–²61.2%6,6750.9%TechnologyVSGXVanguard ESG International Stock ETF$948,3100.0%11,5170.9%ETFIWDiShares Russell 1000 Value ETF$749,351$209,217 â–¼-21.8%3,0910.7%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$730,476$2,428 â–¼-0.3%29,1840.7%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$718,925$1,138 â–²0.2%15,1640.7%ETFEFIVSPDR S&P 500 ESG ETF$696,554$14,148 â–¼-2.0%9,5510.6%ETFEXXONMOBIL HOLDINGS CORP COM SHS$645,201$645,201 â–²New Holding4,7190.6%StockTTTrane Technologies$610,5120.0%1,2430.6%IndustrialsIRIngersoll Rand$508,2560.0%6,1990.5%IndustrialsKIMBERLY-CLARK CORP COM$484,744$146,762 â–²43.4%4,4160.4%StockSCHBSchwab US Broad Market ETF$339,614$143,265 â–¼-29.7%11,7270.3%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$294,0750.0%6,2950.3%ETFXLVHealth Care Select Sector SPDR Fund$245,4470.0%1,5470.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$214,044$214,044 â–²New Holding3,8270.2%ETFXOMExxonMobil$0$800,649 â–¼-100.0%00.0%EnergyWEST COAST CMNTY BANCORP$0$289,750 â–¼-100.0%00.0%COMMON STOCKShowing largest 100 holdings. 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