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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 15 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ICLN ISHARES TR 22,495.0 $461K 0.01% +9K +71.6% $20.49 -14.9%
282 XAR SPDR SERIES TRUST 1,616.0 $459K 0.01% +383.0 +31.1% $283.79 -6.4%
283 AMT AMERICAN TOWER CORP NEW Real Estate 2,787.0 $456K 0.01% +629.0 +29.1% $163.59 +9.0%
284 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,816.0 $454K 0.01% +483.0 +36.2% $249.98 -6.6%
285 BIV VANGUARD BD INDEX FDS 5,855.0 $449K 0.01% +640.0 +12.3% $76.70 -1.5%
286 DDOG DATADOG INC Technology 1,722.0 $448K 0.01% +14.0 +0.8% $260.36 -13.3%
287 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,402.0 $445K 0.01% +83.0 +6.3% $317.53 -7.7%
288 BALL BALL CORP Consumer Cyclical 7,078.0 $442K 0.01% +542.0 +8.3% $62.40 +3.2%
289 AER AERCAP HOLDINGS NV Industrials 3,020.0 $440K 0.01% +797.0 +35.9% $145.78 +1.2%
290 SNY SANOFI SA Healthcare 10,192.0 $435K 0.01% +5K +82.3% $42.66 +7.1%
291 BDX BECTON DICKINSON & CO Healthcare 2,853.0 $432K 0.01% +1K +58.1% $151.33 +26.0%
292 VT VANGUARD INTL EQUITY INDEX F 2,748.0 $431K 0.01% +1K +85.5% $156.95 +2.0%
293 SPAB SPDR SERIES TRUST 16,899.0 $431K 0.01% +2K +11.4% $25.52 -1.4%
294 ITW ILLINOIS TOOL WKS INC Industrials 1,571.0 $425K 0.01% +38.0 +2.5% $270.47 +5.0%
295 SRE SEMPRA Utilities 4,580.0 $425K 0.01% +344.0 +8.1% $92.71 -8.8%
296 DVN DEVON ENERGY CORP NEW Energy 10,168.0 $420K 0.01% +3K +48.2% $41.32 +16.7%
297 BRO BROWN & BROWN INC Financial Services 6,506.0 $417K 0.01% +2K +53.0% $64.15 +16.3%
298 EME EMCOR GROUP INC Industrials 494.0 $410K 0.01% +28.0 +6.0% $829.88 -7.8%
299 CAG CONAGRA BRANDS INC Consumer Defensive 30,453.0 $410K 0.01% +316.0 +1.1% $13.46 +23.8%
300 SNA SNAP ON INC Industrials 1,017.0 $409K 0.01% +95.0 +10.3% $402.40 -2.0%
Page 15 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%