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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 17 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CVS CVS HEALTH CORP Healthcare 6,098.0 $438K 0.01% +1K +21.8% $71.82 +29.9%
322 WEC WEC ENERGY GROUP INC Utilities 3,724.0 $431K 0.01% +148.0 +4.1% $115.77 -4.4%
323 PKG PACKAGING CORP AMER Consumer Cyclical 1,998.0 $424K 0.01% +76.0 +4.0% $212.22 +0.5%
324 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,377.0 $424K 0.01% +806.0 +31.4% $125.46 +4.8%
325 ALLO ALLOGENE THERAPEUTICS INC Healthcare 172,258.0 $420K 0.01% +9K +5.7% $2.44 -19.7%
326 CLOA BLACKROCK ETF TRUST II 8,018.0 $416K 0.01% +2K +29.9% $51.83 +0.2%
327 SRE SEMPRA Utilities 4,236.0 $412K 0.01% +758.0 +21.8% $97.18 -5.9%
328 KLAC KLA CORP Technology 278.0 $409K 0.01% +66.0 +31.1% $1472.41 +25.1%
329 BALI BLACKROCK ETF TRUST 13,175.0 $406K 0.01% +6K +79.9% $30.81 +9.7%
330 XLU SELECT SECTOR SPDR TR 8,845.0 $406K 0.01% +371.0 +4.4% $45.89 -1.9%
331 BIV VANGUARD BD INDEX FDS 5,215.0 $402K 0.01% +999.0 +23.7% $77.18 -1.2%
332 ITW ILLINOIS TOOL WKS INC Industrials 1,533.0 $399K 0.01% +577.0 +60.4% $260.29 -4.0%
333 ADBE ADOBE INC Technology 1,639.0 $398K 0.01% +513.0 +45.6% $243.08 +0.4%
334 CR CRANE COMPANY Industrials 2,328.0 $398K 0.01% +178.0 +8.3% $171.00 +2.6%
335 BALL BALL CORP Consumer Cyclical 6,536.0 $386K 0.01% +2K +44.0% $59.11 -4.7%
336 IFRA ISHARES TR 6,701.0 $383K 0.01% +78.0 +1.2% $57.20 +5.8%
337 AIG AMERICAN INTL GROUP INC Financial Services 5,047.0 $380K 0.01% +120.0 +2.4% $75.25 +4.5%
338 AMT AMERICAN TOWER CORP NEW Real Estate 2,158.0 $372K 0.01% +419.0 +24.1% $172.60 +6.5%
339 BIDD BLACKROCK ETF TRUST 12,992.0 $369K 0.01% +6K +81.1% $28.43 +11.0%
340 IX ORIX CORP Financial Services 12,297.0 $369K 0.01% +4K +54.2% $29.99 +30.9%
Page 17 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%