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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNY SANOFI SA Healthcare 5,592.0 $269K 0.00% NEW $48.18 -7.3%
62 WCC WESCO INTL INC Industrials 980.0 $268K 0.00% NEW $273.62 +27.9%
63 PBF PBF ENERGY INC Energy 5,616.0 $267K 0.00% NEW $47.62 -18.0%
64 VV VANGUARD INDEX FDS 868.0 $259K 0.00% NEW $298.85 +14.3%
65 CASY CASEYS GEN STORES INC Consumer Cyclical 342.0 $249K 0.00% NEW $727.86 +13.3%
66 JBL JABIL INC Technology 937.0 $249K 0.00% NEW $265.63 +34.2%
67 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,297.0 $245K 0.00% NEW $189.05 +26.6%
68 GRMN GARMIN LTD Technology 1,036.0 $240K 0.00% NEW $232.01 +3.3%
69 ICLN ISHARES TR 13,109.0 $240K 0.00% NEW $18.29 +21.3%
70 TXT TEXTRON INC Industrials 2,729.0 $239K 0.00% NEW $87.56 +2.2%
71 WBS WEBSTER FINL CORP Financial Services 3,437.0 $239K 0.00% NEW $69.42 +5.3%
72 INTF ISHARES TR 6,109.0 $238K 0.00% NEW $38.96 +6.4%
73 USMV ISHARES TR 2,565.0 $238K 0.00% NEW $92.74 +3.6%
74 BLACKROCK ETF TRUST 4,286.0 $237K 0.00% NEW $55.29
75 BLKB BLACKBAUD INC Technology 6,088.0 $235K 0.00% NEW $38.61 -23.3%
76 BEONE MEDICINES LTD 789.0 $234K 0.00% NEW $296.97
77 TDY TELEDYNE TECHNOLOGIES INC Technology 387.0 $234K 0.00% NEW $605.01 +1.5%
78 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,420.0 $231K 0.00% NEW $162.48 -7.7%
79 DOV DOVER CORP Industrials 1,103.0 $230K 0.00% NEW $208.45 -0.3%
80 PSA PUBLIC STORAGE OPER CO Real Estate 847.0 $229K 0.00% NEW $270.88 +11.8%
Page 4 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%