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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 9 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWN ISHARES TR 7,579.0 $1.7M 0.02% +1K +16.4% $221.21 +1.3%
162 BND VANGUARD BD INDEX FDS 22,626.0 $1.7M 0.02% +9K +60.9% $73.41 -1.4%
163 BLACKROCK ETF TRUST 45,242.0 $1.7M 0.02% +6K +15.2% $36.60
164 HALO HALOZYME THERAPEUTICS INC Healthcare 20,310.0 $1.6M 0.02% +323.0 +1.6% $78.27 +38.8%
165 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,038.0 $1.6M 0.02% +63.0 +2.1% $522.39 +2.2%
166 VYM VANGUARD WHITEHALL FDS 9,940.0 $1.6M 0.02% +452.0 +4.8% $158.04 +4.5%
167 CAH CARDINAL HEALTH INC Healthcare 6,365.0 $1.5M 0.02% +355.0 +5.9% $237.57 -2.2%
168 PLD PROLOGIS INC. Real Estate 10,849.0 $1.5M 0.02% +740.0 +7.3% $135.47 +5.8%
169 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,490.0 $1.5M 0.02% +742.0 +12.9% $223.95 +26.4%
170 XME SPDR SERIES TRUST 13,430.0 $1.4M 0.02% +988.0 +7.9% $106.93 +10.2%
171 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,917.0 $1.4M 0.02% +412.0 +3.3% $109.77 +1.5%
172 KLAC KLA CORP Technology 4,692.0 $1.4M 0.02% +4K +1587.8% $301.71 -39.8%
173 IWO ISHARES TR 3,466.0 $1.4M 0.02% +1K +43.4% $393.96 -2.7%
174 MO ALTRIA GROUP INC Consumer Defensive 18,732.0 $1.3M 0.02% +3K +17.1% $71.95 -4.8%
175 RIO RIO TINTO PLC Basic Materials 14,182.0 $1.3M 0.02% +2K +15.5% $94.93 +10.4%
176 PFE PFIZER INC Healthcare 54,563.0 $1.3M 0.02% +6K +11.9% $24.08 +16.2%
177 PRU PRUDENTIAL FINL INC Financial Services 12,111.0 $1.3M 0.02% +4K +56.5% $107.93 +13.7%
178 TOPT ISHARES TR 38,730.0 $1.3M 0.01% +4K +12.0% $32.92 +0.6%
179 DHR DANAHER CORPORATION Healthcare 6,615.0 $1.3M 0.01% +1K +21.4% $190.48 +13.0%
180 XLE SELECT SECTOR SPDR TR 23,026.0 $1.2M 0.01% +5K +25.6% $53.11 +18.8%
Page 9 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%