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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 19 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BAP CREDICORP LTD Financial Services 886.0 $301K 0.00% +125.0 +16.4% $339.18 +1.4%
362 XLB SELECT SECTOR SPDR TR 6,007.0 $300K 0.00% +1K +28.4% $49.97 +0.1%
363 IQVIA HLDGS INC 1,756.0 $299K 0.00% +454.0 +34.9% $170.54
364 IEV ISHARES TR 4,351.0 $296K 0.00% +427.0 +10.9% $67.94 +7.4%
365 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,150.0 $295K 0.00% +231.0 +5.9% $71.18 -9.6%
366 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 33,851.0 $293K 0.00% +4K +11.9% $8.66 +8.4%
367 CPRT COPART INC Industrials 8,749.0 $290K 0.00% +747.0 +9.3% $33.20 +3.6%
368 HBAN HUNTINGTON BANCSHARES INC Financial Services 18,215.0 $285K 0.00% +5K +34.8% $15.65 +1.3%
369 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 969.0 $282K 0.00% +72.0 +8.0% $290.70 -12.6%
370 BRO BROWN & BROWN INC Financial Services 4,253.0 $277K 0.00% +1K +34.4% $65.21 -10.3%
371 ALLY ALLY FINL INC Financial Services 6,937.0 $272K 0.00% +1K +18.9% $39.23 +9.0%
372 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 15,336.0 $260K 0.00% +1K +10.3% $16.97 +14.2%
373 ARES ARES MANAGEMENT CORPORATION Financial Services 2,380.0 $260K 0.00% +656.0 +38.0% $109.10 +13.6%
374 MCO MOODYS CORP Financial Services 587.0 $256K 0.00% +86.0 +17.2% $436.25 +2.1%
375 FLXR TCW ETF TRUST 6,428.0 $252K 0.00% +1K +23.2% $39.27 -0.3%
376 SNPS SYNOPSYS INC Technology 627.0 $249K 0.00% +89.0 +16.5% $396.48 +25.8%
377 BCS BARCLAYS PLC Financial Services 11,637.0 $246K 0.00% +3K +32.3% $21.16 +13.3%
378 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,717.0 $246K 0.00% +323.0 +13.5% $90.42 -5.6%
379 CWI SPDR INDEX SHS FDS 6,488.0 $237K 0.00% +340.0 +5.5% $36.59 +9.8%
380 NDAQ NASDAQ INC Financial Services 2,752.0 $234K 0.00% +589.0 +27.2% $84.89 +6.5%
Page 19 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%