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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUSB ISHARES TR 21,482.0 $537K 0.01% NEW $24.99 -0.6%
22 NUE NUCOR CORP Basic Materials 2,219.0 $494K 0.01% NEW $222.75 +9.8%
23 CART MAPLEBEAR INC Consumer Cyclical 10,207.0 $483K 0.01% NEW $47.35 +9.4%
24 PHVS PHARVARIS N V Healthcare 13,595.0 $470K 0.01% NEW $34.58 +7.9%
25 EW EDWARDS LIFESCIENCES CORP Healthcare 4,895.0 $443K 0.01% NEW $90.46 +0.0%
26 CFG CITIZENS FINL GROUP INC Financial Services 6,220.0 $436K 0.01% NEW $70.07 +0.2%
27 THC TENET HEALTHCARE CORP Healthcare 2,287.0 $428K 0.01% NEW $187.08 +48.9%
28 M MACYS INC Consumer Cyclical 16,420.0 $387K 0.01% NEW $23.55 -1.6%
29 D DOMINION ENERGY INC Utilities 5,540.0 $378K 0.01% NEW $68.29 -2.5%
30 FDS FACTSET RESH SYS INC Financial Services 1,625.0 $374K 0.00% NEW $230.08 +32.7%
31 AIZ ASSURANT INC Financial Services 1,390.0 $373K 0.00% NEW $268.53 +7.2%
32 MAS MASCO CORP Industrials 4,313.0 $351K 0.00% NEW $81.37 -10.0%
33 IONQ IONQ INC Technology 6,555.0 $349K 0.00% NEW $53.26 -22.9%
34 DTE DTE ENERGY CO Utilities 2,275.0 $347K 0.00% NEW $152.37 -11.0%
35 DFAW DIMENSIONAL ETF TRUST 4,124.0 $341K 0.00% NEW $82.79 +2.7%
36 HTLD HEARTLAND EXPRESS INC Industrials 22,003.0 $335K 0.00% NEW $15.22 -17.8%
37 BRX BRIXMOR PPTY GROUP INC Real Estate 10,594.0 $334K 0.00% NEW $31.53 -6.2%
38 HONEYWELL INTL INC 1,460.0 $327K 0.00% NEW $224.29
39 HYDB ISHARES TR 6,972.0 $326K 0.00% NEW $46.77 -0.4%
40 ROKU ROKU INC Communication Services 2,307.0 $319K 0.00% NEW $138.14 +14.5%
Page 2 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%