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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 13 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MCK MCKESSON CORP Healthcare 806.0 $609K 0.01% +68.0 +9.2% $755.60 +15.6%
242 CLOA BLACKROCK ETF TRUST II 11,600.0 $602K 0.01% +4K +44.7% $51.91 +0.0%
243 GM GENERAL MTRS CO Consumer Cyclical 7,795.0 $601K 0.01% +633.0 +8.8% $77.08 +12.8%
244 IXUS ISHARES TR 6,264.0 $598K 0.01% +211.0 +3.5% $95.43 +2.1%
245 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,439.0 $597K 0.01% +151.0 +1.3% $52.15 +7.7%
246 NSC NORFOLK SOUTHN CORP Industrials 1,891.0 $595K 0.01% +21.0 +1.1% $314.59 +12.2%
247 IX ORIX CORP Financial Services 15,476.0 $589K 0.01% +3K +25.9% $38.04 +2.8%
248 VOOG VANGUARD ADMIRAL FDS INC 7,007.0 $579K 0.01% +6K +559.2% $82.62 +0.3%
249 VTR VENTAS INC Real Estate 6,442.0 $572K 0.01% +1K +19.1% $88.80 +5.3%
250 MRSH MARSH & MCLENNAN COS INC Financial Services 3,387.0 $565K 0.01% +437.0 +14.8% $166.67 +16.8%
251 JEPQ J P MORGAN EXCHANGE TRADED F 9,178.0 $564K 0.01% +2K +36.6% $61.46 -3.3%
252 LAMR LAMAR ADVERTISING CO Real Estate 3,584.0 $559K 0.01% +541.0 +17.8% $155.98 -2.1%
253 OKE ONEOK INC NEW Energy 6,404.0 $557K 0.01% +149.0 +2.4% $86.94 +7.0%
254 IVZ INVESCO LTD Financial Services 20,931.0 $552K 0.01% +134.0 +0.6% $26.39 +23.0%
255 CNI CANADIAN NATL RY CO Industrials 4,625.0 $551K 0.01% +434.0 +10.4% $119.24 +6.8%
256 IGEB ISHARES TR 12,175.0 $549K 0.01% +2K +16.4% $45.11 -2.0%
257 BALI BLACKROCK ETF TRUST 16,012.0 $542K 0.01% +3K +21.5% $33.83 +2.5%
258 ATI ATI INC Industrials 2,722.0 $537K 0.01% +824.0 +43.4% $197.10 +6.4%
259 AEP AMERICAN ELEC PWR CO INC Utilities 3,920.0 $536K 0.01% +367.0 +10.3% $136.82 -10.8%
260 VXUS VANGUARD STAR FDS 6,269.0 $536K 0.01% +177.0 +2.9% $85.48 +2.0%
Page 13 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%