FinArc Investments, Inc.
SEC Form 13F institutional filer · CIK 0002133911
13F-HR · 31 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
54.3%
FinArc Investments, Inc. — $61.4M AUM allocation strategy
FinArc Investments, Inc. files SEC Form 13F and reports $61.4M of long US equity value across 31 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 18.1%, followed by Consumer Discretionary 14.7% and Information Technology 13.7%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
FinArc Investments, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$61.4M
total across 31 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
First appearance — no quarter-over-quarter baseline
This filer's previous-quarter 13F is not in our dataset yet
adds / trims / new / exited chips need two consecutive quarters — they will appear with the next filing
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Life Sciences Tools & Services7.8%—
- Interactive Media & Services7.8%—
- Property & Casualty Insurance7.2%—
- Biotechnology5.8%—
- Communications Equipment5.7%—
- Diversified Banks5.3%—
- Home Improvement Retail4.8%—
- Automotive Retail4.8%—
- Other holdings50.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 16.6K | $4.78M | — | 7.8% |
| $TRV | The Travelers Companies Inc | 15.1K | $4.42M | — | 7.2% |
| $AMGN | Amgen Inc | 10.2K | $3.57M | — | 5.8% |
| $CSCO | Cisco Systems Inc | 45K | $3.49M | — | 5.7% |
| $JPM | JP Morgan Chase & Co | 11K | $3.24M | — | 5.3% |
| $LOW | Lowe's Companies Inc | 12.5K | $2.95M | — | 4.8% |
| $AZO | AutoZone Inc | 861 | $2.91M | — | 4.7% |
| $JNJ | Johnson & Johnson | 11.1K | $2.71M | — | 4.4% |
| $MSFT | Microsoft Corporation | 7.11K | $2.63M | — | 4.3% |
| $KR | Kroger Company | 36.1K | $2.62M | — | 4.3% |
…and 21 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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