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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 18 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SHW SHERWIN WILLIAMS CO Basic Materials 828.0 $285K 0.00% +145.0 +21.2% $344.32 +0.7%
342 EWJ ISHARES INC 3,033.0 $283K 0.00% +18.0 +0.6% $93.27 +1.7%
343 RPRX ROYALTY PHARMA PLC Healthcare 4,974.0 $279K 0.00% +213.0 +4.5% $56.07 +9.4%
344 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 24,703.0 $275K 0.00% +6K +34.5% $11.15 -8.9%
345 DB DEUTSCHE BANK A G Financial Services 8,087.0 $273K 0.00% +1K +16.6% $33.76 +13.8%
346 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,016.0 $266K 0.00% +47.0 +4.8% $261.37 +34.2%
347 WTFC WINTRUST FINL CORP Financial Services 1,641.0 $264K 0.00% +12.0 +0.7% $160.72 -5.4%
348 RTO RENTOKIL INITIAL PLC Industrials 9,207.0 $263K 0.00% +231.0 +2.6% $28.61 -16.8%
349 CORPAY INC 751.0 $250K 0.00% +11.0 +1.5% $333.27
350 NEM NEWMONT CORP Basic Materials 2,557.0 $239K 0.00% +705.0 +38.1% $93.40 +41.2%
351 CTAS CINTAS CORP Industrials 1,302.0 $221K 0.00% +35.0 +2.8% $170.08 +21.9%
352 SUI SUN CMNTYS INC Real Estate 1,821.0 $218K 0.00% +46.0 +2.6% $119.91 +2.9%
353 LPLA LPL FINL HLDGS INC Financial Services 725.0 $204K 0.00% +36.0 +5.2% $281.68 +29.3%
354 TMC TMC THE METALS COMPANY INC Basic Materials 43,050.0 $191K 0.00% +3K +7.4% $4.43 +7.0%
355 ETHA ISHARES ETHEREUM TR Financial Services 13,092.0 $156K 0.00% +2K +15.7% $11.89 +56.9%
356 ACHR ARCHER AVIATION INC Industrials 24,743.0 $117K 0.00% +4K +18.2% $4.73 +28.3%
357 SMR NUSCALE PWR CORP Utilities 11,376.0 $114K 0.00% +210.0 +1.9% $10.03 -9.8%
358 ONMD ONEMEDNET CORP Healthcare 97,413.0 $69K 0.00% +86K +758.9% $0.71 -17.0%
359 LYG LLOYDS BANKING GROUP PLC Financial Services 10,956.0 $64K 0.00% +717.0 +7.0% $5.83 +3.6%
Page 18 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%