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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $7.0B AUM 716 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New 396 Added 150 Reduced 45 Exited
Page 11 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DAL DELTA AIR LINES INC DEL Industrials 20,894.0 $1.4M 0.02% +5K +27.9% $66.48 +13.8%
202 SUSC ISHARES TR 59,648.0 $1.4M 0.02% +8K +15.0% $23.14 -0.6%
203 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,975.0 $1.4M 0.02% +764.0 +34.5% $463.19 +8.6%
204 PFE PFIZER INC Healthcare 48,745.0 $1.4M 0.02% +10K +26.6% $28.08 -7.6%
205 XME SPDR SERIES TRUST 12,442.0 $1.3M 0.02% +5K +61.8% $108.01 +6.8%
206 CRWD CROWDSTRIKE HLDGS INC Technology 3,429.0 $1.3M 0.02% +771.0 +29.0% $390.41 +66.0%
207 PLD PROLOGIS INC. Real Estate 10,109.0 $1.3M 0.02% +3K +42.6% $132.18 +9.5%
208 EAGG ISHARES TR 28,056.0 $1.3M 0.02% +11K +67.1% $47.55 -1.0%
209 HALO HALOZYME THERAPEUTICS INC Healthcare 19,987.0 $1.3M 0.02% +684.0 +3.5% $64.63 +6.0%
210 CRM SALESFORCE INC Technology 6,804.0 $1.3M 0.02% +828.0 +13.9% $186.68 -5.6%
211 IBIT ISHARES BITCOIN TRUST ETF Financial Services 32,820.0 $1.3M 0.02% +13K +61.7% $38.42 +14.5%
212 IWN ISHARES TR 6,511.0 $1.2M 0.02% +191.0 +3.0% $189.60 +10.7%
213 DSI ISHARES TR 10,106.0 $1.2M 0.02% +2K +24.9% $121.19 +16.2%
214 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,505.0 $1.2M 0.02% +9K +249.2% $96.47 +2.3%
215 GPIX GOLDMAN SACHS ETF TR 23,929.0 $1.2M 0.02% +17K +264.1% $50.04 +10.4%
216 SHEL SHELL PLC Energy 12,636.0 $1.2M 0.02% +3K +28.0% $93.00 -6.7%
217 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,748.0 $1.2M 0.02% +2K +42.6% $203.18 +8.3%
218 RIO RIO TINTO PLC Basic Materials 12,275.0 $1.1M 0.02% +2K +15.0% $93.29 +10.7%
219 XLE SELECT SECTOR SPDR TR 18,331.0 $1.1M 0.02% +3K +21.4% $61.26 -3.5%
220 POR PORTLAND GEN ELEC CO Utilities 21,157.0 $1.1M 0.02% +419.0 +2.0% $52.77 -5.8%
Page 11 of 20  ·  396 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 30.1%
Financial Services 14.5%
Consumer Cyclical 13.4%
Industrials 12.0%
Healthcare 9.4%
Communication Services 7.7%
Energy 4.5%
Consumer Defensive 3.9%
Utilities 2.7%
Basic Materials 1.2%