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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $8.4B AUM 789 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 119 New 359 Added 232 Reduced 46 Exited
Page 10 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHEL SHELL PLC Energy 15,293.0 $1.2M 0.01% +3K +21.0% $77.54 +19.9%
182 HYEM VANECK ETF TRUST 58,965.0 $1.2M 0.01% +5K +9.8% $20.11 -0.2%
183 VOE VANGUARD INDEX FDS 5,841.0 $1.2M 0.01% +139.0 +2.4% $197.61 +6.0%
184 CVS CVS HEALTH CORP Healthcare 11,120.0 $1.2M 0.01% +5K +82.3% $103.45 -9.0%
185 SCHX SCHWAB STRATEGIC TR 38,675.0 $1.1M 0.01% +6K +19.4% $29.43 +2.4%
186 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 44,705.0 $1.1M 0.01% +9K +24.6% $25.06 +16.6%
187 JEPI J P MORGAN EXCHANGE TRADED F 19,808.0 $1.1M 0.01% +8K +73.2% $56.48 +2.9%
188 ASX ASE TECHNOLOGY HLDG CO LTD Technology 24,690.0 $1.1M 0.01% +1K +4.2% $45.12 -19.7%
189 VIG VANGUARD SPECIALIZED FUNDS 4,664.0 $1.1M 0.01% +405.0 +9.5% $236.62 +3.4%
190 PWR QUANTA SVCS INC Industrials 1,514.0 $1.1M 0.01% +427.0 +39.3% $720.08 -14.3%
191 F FORD MTR CO Consumer Cyclical 76,644.0 $1.1M 0.01% +46K +153.3% $13.90 +0.2%
192 URA GLOBAL X FDS 24,321.0 $1.1M 0.01% +5K +25.9% $43.70 +4.6%
193 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,838.0 $1.1M 0.01% +597.0 +26.6% $370.59 -2.8%
194 AFL AFLAC INC Financial Services 8,847.0 $1.0M 0.01% +124.0 +1.4% $117.24 +0.8%
195 FALN ISHARES TR 38,064.0 $1.0M 0.01% +601.0 +1.6% $27.24 -0.8%
196 NXTG FIRST TR EXCHANGE-TRADED FD 6,737.0 $1.0M 0.01% +107.0 +1.6% $153.34 -2.4%
197 TRV TRAVELERS COMPANIES INC Financial Services 3,076.0 $1.0M 0.01% +817.0 +36.2% $330.10 +12.3%
198 A AGILENT TECHNOLOGIES INC Healthcare 7,613.0 $1.0M 0.01% +1K +19.7% $132.83 +15.5%
199 SBUX STARBUCKS CORP Consumer Cyclical 9,703.0 $992K 0.01% +893.0 +10.1% $102.19 +5.2%
200 SONY SONY GROUP CORP Technology 49,349.0 $990K 0.01% +9K +21.4% $20.06 +20.9%
Page 10 of 18  ·  359 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Financial Services 13.3%
Consumer Cyclical 13.3%
Industrials 11.6%
Healthcare 9.4%
Communication Services 5.4%
Consumer Defensive 3.5%
Energy 2.9%
Utilities 2.7%
Basic Materials 1.1%