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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 8 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 C CITIGROUP INC Financial Services 19,099.0 $2.7M 0.03% +1K +8.0% $139.96 -5.9%
142 SLV ISHARES SILVER TR Financial Services 48,858.0 $2.6M 0.03% +5K +12.5% $53.47 +16.3%
143 EMGF ISHARES INC 35,061.0 $2.6M 0.03% +6K +20.2% $73.26 -3.4%
144 BX BLACKSTONE INC Financial Services 21,571.0 $2.5M 0.03% +3K +16.4% $117.67 +22.1%
145 TEL TE CONNECTIVITY PLC Technology 12,548.0 $2.5M 0.03% +606.0 +5.1% $201.61 +0.4%
146 DGRO ISHARES TR 31,763.0 $2.4M 0.03% +3K +9.7% $75.79 +5.5%
147 DAL DELTA AIR LINES INC DEL Industrials 24,190.0 $2.3M 0.03% +3K +15.8% $93.66 -11.9%
148 EPD ENTERPRISE PRODS PARTNERS L 59,920.0 $2.2M 0.03% +2K +3.8% $36.76
149 MET METLIFE INC Financial Services 25,448.0 $2.2M 0.03% +4K +17.0% $84.61 +13.7%
150 TVTX TRAVERE THERAPEUTICS INC Healthcare 37,500.0 $2.1M 0.03% +6K +21.0% $56.81 +14.8%
151 NVS NOVARTIS AG Healthcare 13,228.0 $2.1M 0.03% +450.0 +3.5% $156.72 +0.8%
152 PNC PNC FINL SVCS GROUP INC Financial Services 8,419.0 $2.1M 0.03% +734.0 +9.6% $246.22 -1.0%
153 IDV ISHARES TR 50,027.0 $2.1M 0.03% +3K +5.9% $41.43 +8.7%
154 OEF ISHARES TR 5,406.0 $2.0M 0.02% +181.0 +3.5% $365.87 +3.0%
155 ESGU ISHARES TR 12,070.0 $2.0M 0.02% +123.0 +1.0% $163.67 +2.2%
156 BMY BRISTOL-MYERS SQUIBB CO Healthcare 34,078.0 $2.0M 0.02% +5K +16.4% $57.62 +16.8%
157 SAIL SAILPOINT INC Technology 127,606.0 $1.9M 0.02% +6K +5.2% $14.64 +23.8%
158 XLK SELECT SECTOR SPDR TR 9,532.0 $1.8M 0.02% +2K +27.4% $190.52 -5.5%
159 IOT SAMSARA INC Technology 55,824.0 $1.8M 0.02% +2K +4.6% $32.43 +24.4%
160 EAGG ISHARES TR 35,572.0 $1.7M 0.02% +8K +26.8% $47.41 -1.5%
Page 8 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%