FinArc Investments, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 58 separate securities held by the firm.
The report identifies John Choe as the security analyst responsible for the portfolio. The filing indicates that the firm holds a mix of individual corporate stocks and exchange-traded funds (ETFs). Among the largest individual stock positions disclosed are Amazon.com Inc., Johnson & Johnson, General Mills, and Alphabet Inc. Class A stock. The filing also lists significant holdings in exchange-traded funds, including the iShares ESG Aware MSCI EAFE ETF, the Fidelity Enhanced International ETF, and the iShares ESG Aware MSCI USA Small-Cap ETF.
The portfolio includes a broad range of sectors, with holdings in technology companies such as Microsoft, Cisco Systems, Salesforce, and Amgen. Financial services holdings include JPMorgan Chase & Co. and Stifel Financial Corp. Consumer staples and retail positions include The Kroger Co., Sysco Corp., and BJ's Wholesale Club Holdings Inc. The filing also lists smaller positions in companies such as Lumen Technologies, NCR Voyix Corporation, and Warner Bros. Discovery Inc.
