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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LPLA LPL FINL HLDGS INC Financial Services 689.0 $207K 0.00% NEW $300.83 -4.3%
102 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,371.0 $207K 0.00% NEW $11.27 +17.5%
103 IXG ISHARES TR 1,776.0 $202K 0.00% NEW $114.00 +7.4%
104 BBAX J P MORGAN EXCHANGE TRADED F 3,401.0 $202K 0.00% NEW $59.45 +4.0%
105 NEM NEWMONT CORP Basic Materials 1,852.0 $200K 0.00% NEW $108.25 +0.1%
106 DOC HEALTHPEAK PROPERTIES INC Real Estate 10,101.0 $166K 0.00% NEW $16.43 +19.5%
107 BKD BROOKDALE SR LIVING INC Healthcare 10,000.0 $137K 0.00% NEW $13.68 -2.2%
108 COLD AMERICOLD REALTY TRUST INC Real Estate 10,620.0 $122K 0.00% NEW $11.46 +26.0%
109 SMR NUSCALE PWR CORP Utilities 11,166.0 $121K 0.00% NEW $10.84 -4.2%
110 LYG LLOYDS BANKING GROUP PLC Financial Services 10,239.0 $52K 0.00% NEW $5.03 +7.6%
111 SKY HARBOUR GROUP CORPORATION 49,068.0 $34K NEW $0.70
112 MBOT MICROBOT MED INC Healthcare 10,000.0 $24K NEW $2.41 -26.1%
113 PLUG PLUG PWR INC Industrials 10,295.0 $23K NEW $2.26 +46.5%
114 WWR WESTWATER RES INC Basic Materials 29,500.0 $19K NEW $0.65 -13.1%
115 ESS TECH INC 253,555.0 $6K NEW $0.02
Page 6 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%