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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 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWB ISHARES TR 437,245.0 $179.1M 2.13% NEW $409.50 +2.2%
2 EXXON MOBIL CORP 143,034.0 $19.6M 0.23% NEW $136.72
3 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 21,060.0 $5.7M 0.07% NEW $271.95 -18.1%
4 QTEC FIRST TR EXCHANGE-TRADED FD 13,644.0 $4.6M 0.05% NEW $334.69 -7.4%
5 SCHB SCHWAB STRATEGIC TR 151,368.0 $4.4M 0.05% NEW $28.96 +1.9%
6 AON AON PLC Financial Services 12,976.0 $4.3M 0.05% NEW $331.69 +8.3%
7 OMDA OMADA HEALTH INC Healthcare 170,794.0 $3.7M 0.04% NEW $21.95 +9.7%
8 PSTG EVERPURE INC 47,123.0 $3.7M 0.04% NEW $78.79
9 BLLN BILLIONTOONE INC Healthcare 24,482.0 $2.9M 0.04% NEW $119.98 -19.4%
10 RELY REMITLY GLOBAL INC Technology 72,472.0 $1.6M 0.02% NEW $22.41 +18.7%
11 SCHA SCHWAB STRATEGIC TR 39,978.0 $1.4M 0.02% NEW $36.13 -4.6%
12 SNDK SANDISK CORP Technology 495.0 $1.1M 0.01% NEW $2273.73 -34.3%
13 FEDEX FGHT HLDG CO INC 6,220.0 $939K 0.01% NEW $151.00
14 SPACE EXPLORATION TECHN CORP 5,404.0 $923K 0.01% NEW $170.86
15 IEF ISHARES TR 7,922.0 $749K 0.01% NEW $94.57 -1.6%
16 FLEX FLEX LTD Technology 4,118.0 $667K 0.01% NEW $162.07 -34.2%
17 URI UNITED RENTALS INC Industrials 567.0 $642K 0.01% NEW $1132.89 -4.4%
18 IALT BLACKROCK ETF TRUST 20,837.0 $584K 0.01% NEW $28.05 +3.0%
19 DAX GLOBAL X FDS 12,506.0 $552K 0.01% NEW $44.17 +6.9%
20 SGVT SCHWAB STRATEGIC TR 5,459.0 $550K 0.01% NEW $100.74 -0.0%
Page 1 of 6  ·  119 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%