John Choe

Finarc Investments, Inc.

Assets Managed

$103.908M

Holdings

Last Quarter

2026 - Q1

Filed Date

10d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Finarc Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Finarc Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 103.908M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by John Choe, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ESGD Ishares Trust Ishares Esg Aw Recent Activity New Position	17.35%	$18.027M 188,524 shares@ $95.63 avg price	New Position
FENI Fidelity Enhanced Int Etf Recent Activity New Position	5.84%	$6.067M 163,082 shares@ $37.2 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	4.6%	$4.776M 16,607 shares@ $287.57 avg price	New Position
TRV Travelers Cos Inc The Recent Activity New Position	4.26%	$4.418M 15,147 shares@ $291.69 avg price	New Position
JMTG Mortgage-backed Securities Recent Activity New Position	4.01%	$4.161M 81,584 shares@ $51.01 avg price	New Position
BJ Bj's Wholesale Club Holdings Recent Activity New Position	3.74%	$3.877M 39,395 shares@ $98.43 avg price	New Position
AMGN Amgen Inc Recent Activity New Position	3.44%	$3.571M 10,150 shares@ $351.86 avg price	New Position
CSCO Cisco Systems Inc Recent Activity New Position	3.37%	$3.493M 45,021 shares@ $77.59 avg price	New Position
JPM Jpmorgan Chase & Co Recent Activity New Position	3.13%	$3.244M 11,027 shares@ $294.16 avg price	New Position
SF Stifel Financial Corp Recent Activity New Position	3%	$3.109M 42,062 shares@ $73.92 avg price	New Position

1-10 of 43