Finarc Investments, Inc. Top Holdings and 13F Report (2026) About Finarc Investments, Inc.Investment ActivityFinarc Investments, Inc. has $112.69 million in total holdings as of December 31, 2025.Finarc Investments, Inc. owns shares of 58 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 5.21% of the portfolio was sold this quarter.This quarter, Finarc Investments, Inc. has purchased 43 new stocks and bought additional shares in 22 stocks.Finarc Investments, Inc. sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $19,352,790FIDELITY ENHANCED INTERNATIONAL ETF $6,089,029Alphabet $4,989,848JPMORGAN MORTGAGE-BACKED SECURITIES ETF $4,443,718Travelers Companies $4,256,016 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $96,327 Holding084670702 - Berkshire Hathaway $93,117 Holding464287465 - iShares MSCI EAFE ETF $38,959 Holding714046109 - Revvity $30,578 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $21,244 Holding Largest Purchases this Quarter KIMBERLY-CLARK CORP COM 15,074 shares (about $1.47M)Salesforce 6,134 shares (about $1.41M)Nextpower 6,133 shares (about $477.94K)JPMORGAN MORTGAGE-BACKED SECURITIES ETF 8,572 shares (about $414.37K)AbbVie 1,500 shares (about $392.38K) Largest Sales this Quarter Cisco Systems 15,796 shares (about $1.70M)Pentair 28,575 shares (about $1.51M)Travelers Companies 3,222 shares (about $1.15M)FIDELITY ENHANCED INTERNATIONAL ETF 9,720 shares (about $387.93K)Amgen 597 shares (about $251.64K) 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$19,352,790$170,857 ▲0.9%187,80017.2%ETFFIDELITY ENHANCED INTERNATIONAL ETF$6,089,029$387,925 ▼-6.0%152,5695.4%ETFGOOGLAlphabet$4,989,848$225,372 ▼-4.3%14,5024.4%Communication ServicesJPMORGAN MORTGAGE-BACKED SECURITIES ETF$4,443,718$414,372 ▲10.3%91,9263.9%ETFTRVTravelers Companies$4,256,016$1,148,675 ▼-21.3%11,9383.8%FinanceAMGNAmgen$4,045,231$251,641 ▼-5.9%9,5973.6%HealthcareMSFTMicrosoft$3,770,328$4,616 ▲0.1%7,3513.3%TechnologyBJBJ's Wholesale Club$3,730,600$47,932 ▲1.3%40,5503.3%Consumer StaplesJPMJPMorgan Chase & Co.$3,560,723$55,249 ▼-1.5%10,7633.2%FinanceDHRDanaher$3,245,264$132,487 ▲4.3%14,6482.9%HealthcareSSNCSS&C Technologies$3,224,763$15,953 ▲0.5%41,8422.9%IndustrialsTMOThermo Fisher Scientific$3,174,760$58,054 ▼-1.8%4,7032.8%HealthcareSFStifel Financial$2,959,470$29,907 ▼-1.0%42,2542.6%FinanceCRMSalesforce$2,940,562$1,408,182 ▲91.9%12,8092.6%TechnologySYYSysco$2,908,454$111,639 ▲4.0%37,3072.6%Consumer StaplesCSCOCisco Systems$2,871,030$1,700,123 ▼-37.2%26,6752.5%TechnologyAAPLApple$2,867,635$166,177 ▼-5.5%8,6112.5%TechnologyJNJJohnson & Johnson$2,678,639$203,585 ▼-7.1%10,1182.4%HealthcareAZOAutoZone$2,640,409$260,362 ▲10.9%9332.3%Consumer DiscretionaryDISWalt Disney$2,451,618$291,098 ▲13.5%23,3712.2%Communication ServicesKRKroger$2,418,251$230,377 ▲10.5%41,2532.1%Consumer StaplesCARRCarrier Global$2,310,484$179,886 ▲8.4%42,1162.1%IndustrialsLOWLowe's Companies$2,246,495$25,801 ▼-1.1%12,1902.0%Consumer DiscretionarySBUXStarbucks$2,109,778$88,416 ▲4.4%22,4541.9%Consumer DiscretionaryVERALTO CORP COM SHS$1,983,833$327,668 ▲19.8%21,0331.8%StockKIMBERLY-CLARK CORP COM$1,898,911$1,468,660 ▲341.3%19,4901.7%StockABBVAbbVie$1,765,994$392,385 ▲28.6%6,7511.6%HealthcareAMZNAmazon.com$1,761,740$103,397 ▲6.2%7,0711.6%Consumer DiscretionaryNXTNextpower$1,658,818$477,945 ▲40.5%21,2861.5%IndustrialsGISGeneral Mills$1,122,834$139,735 ▲14.2%34,9141.0%Consumer StaplesVSGXVanguard ESG International Stock ETF$888,851$44,832 ▼-4.8%10,9640.8%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$830,660$122,948 ▲17.4%34,2540.7%ETFIWDiShares Russell 1000 Value ETF$799,326$32,975 ▲4.3%3,2240.7%ETFEXXONMOBIL HOLDINGS CORP COM SHS$768,0400.0%4,7190.7%StockEFIVSPDR S&P 500 ESG ETF$698,164$9,183 ▼-1.3%9,4270.6%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$693,049$6,878 ▲1.0%15,3160.6%ETFTTTrane Technologies$524,297$37,514 ▼-6.7%1,1600.5%IndustrialsIRIngersoll Rand$465,6070.0%6,1990.4%IndustrialsSCHBSchwab US Broad Market ETF$343,7180.0%11,7270.3%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$279,124$4,826 ▼-1.7%6,1880.2%ETFXLVHealth Care Select Sector SPDR Fund$260,5460.0%1,5470.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$192,452$6,552 ▼-3.3%3,7010.2%ETFPNRPentair$151,657$1,514,185 ▼-90.9%2,8620.1%IndustrialsMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$96,327$96,327 ▲New Holding9580.1%ETFBRK.BBerkshire Hathaway$93,117$93,117 ▲New Holding1870.1%FinanceEFAiShares MSCI EAFE ETF$38,959$38,959 ▲New Holding3750.0%ETFRVTYRevvity$30,578$30,578 ▲New Holding2000.0%HealthcareVCSHVanguard Short-Term Corporate Bond ETF$21,244$21,244 ▲New Holding2750.0%ETFWBDWarner Bros. Discovery$14,454$14,454 ▲New Holding4670.0%Communication ServicesCMCSAComcast$13,150$13,150 ▲New Holding6040.0%Communication ServicesVODVodafone Group$2,455$2,455 ▲New Holding1520.0%Communication ServicesIWFiShares Russell 1000 Growth ETF$1,378$1,378 ▲New Holding110.0%ETFSPHQInvesco S&P 500 Quality ETF$1,345$1,345 ▲New Holding160.0%ETFTDCTeradata$1,096$1,096 ▲New Holding380.0%TechnologyNCR ATLEOS CORPORATION COM SHS$858$858 ▲New Holding190.0%StockVERSANT MEDIA GROUP INC COM CL A$761$761 ▲New Holding240.0%StockNCR VOYIX CORPORATION COM$260$260 ▲New Holding380.0%StockLUMNLumen Technologies$203$203 ▲New Holding360.0%Communication ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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