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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BSV VANGUARD BD INDEX FDS 3,483 $273K 0.00% SOLD
22 FLXR TCW ETF TRUST 6,428 $252K 0.00% SOLD
23 KEX KIRBY CORP Industrials 1,899 $252K 0.00% SOLD
24 IOO ISHARES TR 2,004 $242K 0.00% SOLD
25 HYD VANECK ETF TRUST 4,799 $241K 0.00% SOLD
26 GRMN GARMIN LTD Technology 1,036 $240K 0.00% SOLD
27 TXT TEXTRON INC Industrials 2,729 $239K 0.00% SOLD
28 INTF ISHARES TR 6,109 $238K 0.00% SOLD
29 CACI CACI INTL INC Technology 435 $237K 0.00% SOLD
30 BLKB BLACKBAUD INC Technology 6,088 $235K 0.00% SOLD
31 MSCI MSCI INC Financial Services 418 $225K 0.00% SOLD
32 AXON AXON ENTERPRISE INC Industrials 526 $223K 0.00% SOLD
33 INSM INSMED INC Healthcare 1,334 $218K 0.00% SOLD
34 MSTR STRATEGY INC Technology 1,733 $216K 0.00% SOLD
35 BOND PIMCO ETF TR 2,322 $214K 0.00% SOLD
36 SEIC SEI INVTS CO Financial Services 2,728 $214K 0.00% SOLD
37 FANG DIAMONDBACK ENERGY INC Energy 1,072 $212K 0.00% SOLD
38 BP BP PLC Energy 4,465 $210K 0.00% SOLD
39 AMH AMERICAN HOMES 4 RENT Real Estate 7,481 $209K 0.00% SOLD
40 BLD TOPBUILD CORP Industrials 590 $207K 0.00% SOLD
Page 2 of 3  ·  46 positions
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%