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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $7.0B AUM 716 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New 396 Added 150 Reduced 45 Exited
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PPG PPG INDS INC Basic Materials 5,353.0 $572K 0.01% NEW $106.88 -2.3%
22 FDX FEDEX CORP Industrials 1,568.0 $559K 0.01% NEW $356.20 +9.2%
23 SPTI SPDR SERIES TRUST 18,428.0 $528K 0.01% NEW $28.66 -1.4%
24 FQAL FIDELITY COVINGTON TRUST 7,235.0 $525K 0.01% NEW $72.60 +10.6%
25 PFFD GLOBAL X FDS 26,433.0 $486K 0.01% NEW $18.40 +2.2%
26 SOXX ISHARES TR 1,401.0 $460K 0.01% NEW $328.66 +59.8%
27 SMIG ETF SER SOLUTIONS 15,321.0 $450K 0.01% NEW $29.35 +7.4%
28 VOOG VANGUARD ADMIRAL FDS INC 1,063.0 $433K 0.01% NEW $407.69 -79.9%
29 SGOV ISHARES TR 4,275.0 $430K 0.01% NEW $100.66 -0.1%
30 SCHF SCHWAB STRATEGIC TR 17,357.0 $430K 0.01% NEW $24.75 +10.5%
31 BLCR BLACKROCK ETF TRUST 10,292.0 $423K 0.01% NEW $41.06 +21.1%
32 DMXF ISHARES TR 5,379.0 $406K 0.01% NEW $75.45 +9.8%
33 SVAL ISHARES TR 11,204.0 $403K 0.01% NEW $35.94 +9.7%
34 LEU CENTRUS ENERGY CORP Energy 2,282.0 $396K 0.01% NEW $173.59 +2.1%
35 HAL HALLIBURTON CO Energy 10,038.0 $391K 0.01% NEW $38.99 +7.6%
36 SPAB SPDR SERIES TRUST 15,174.0 $389K 0.01% NEW $25.62 -1.1%
37 IGRO ISHARES TR 4,638.0 $389K 0.01% NEW $83.77 +5.8%
38 LAMR LAMAR ADVERTISING CO Real Estate 3,043.0 $385K 0.01% NEW $126.66 +20.5%
39 JEPQ J P MORGAN EXCHANGE TRADED F 6,720.0 $373K 0.01% NEW $55.52 +8.3%
40 OXY OCCIDENTAL PETE CORP Energy 5,582.0 $363K 0.01% NEW $65.00 -9.5%
Page 2 of 6  ·  115 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 30.1%
Financial Services 14.5%
Consumer Cyclical 13.4%
Industrials 12.0%
Healthcare 9.4%
Communication Services 7.7%
Energy 4.5%
Consumer Defensive 3.9%
Utilities 2.7%
Basic Materials 1.2%