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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 7 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QUAL ISHARES TR 17,513.0 $3.8M 0.05% +3K +16.9% $219.43 +2.0%
122 SPG SIMON PPTY GROUP INC NEW Real Estate 17,156.0 $3.8M 0.05% +1K +7.1% $223.66 -1.3%
123 XLF SELECT SECTOR SPDR TR 68,664.0 $3.7M 0.04% +4K +6.1% $53.61 +8.6%
124 GE GE AEROSPACE Industrials 9,369.0 $3.5M 0.04% +986.0 +11.8% $373.74 -8.5%
125 SCHG SCHWAB STRATEGIC TR 98,507.0 $3.3M 0.04% +75K +311.7% $33.84 +3.9%
126 IUSB ISHARES TR 71,377.0 $3.3M 0.04% +20K +38.6% $46.15 -1.4%
127 MFC MANULIFE FINL CORP Financial Services 81,100.0 $3.3M 0.04% +2K +2.1% $40.51 +5.7%
128 GEV GE VERNOVA INC Utilities 2,657.0 $3.1M 0.04% +347.0 +15.0% $1174.87 -19.8%
129 ABLD ABACUS FCF ETF TR 102,819.0 $3.1M 0.04% +30K +40.9% $30.09 +10.1%
130 APP APPLOVIN CORP Technology 5,971.0 $3.1M 0.04% +660.0 +12.4% $515.23 -42.0%
131 UBER UBER TECHNOLOGIES INC Technology 42,023.0 $3.0M 0.04% +9K +26.2% $72.16 +9.9%
132 SYF SYNCHRONY FINANCIAL Financial Services 39,390.0 $3.0M 0.04% +252.0 +0.6% $76.05 +5.2%
133 PM PHILIP MORRIS INTL INC Consumer Defensive 16,181.0 $2.9M 0.04% +696.0 +4.5% $180.91 +5.8%
134 ITOT ISHARES TR 17,815.0 $2.9M 0.04% +3K +18.1% $164.27 +1.9%
135 ABT ABBOTT LABS Healthcare 30,811.0 $2.8M 0.03% +2K +6.0% $90.74 +28.6%
136 FCX FREEPORT-MCMORAN INC Basic Materials 43,736.0 $2.8M 0.03% +2K +5.6% $62.89 +23.7%
137 CRWD CROWDSTRIKE HLDGS INC Technology 3,552.0 $2.7M 0.03% +123.0 +3.6% $190.78 -0.1%
138 AVEM AMERICAN CENTY ETF TR 27,907.0 $2.7M 0.03% +541.0 +2.0% $96.49 -3.5%
139 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 26,900.0 $2.7M 0.03% +385.0 +1.4% $100.07 +10.0%
140 MRVL MARVELL TECHNOLOGY INC Technology 8,999.0 $2.7M 0.03% +4K +65.8% $297.89 -23.0%
Page 7 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%