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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 10 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 USIG ISHARES TR 7,048.0 $361K 0.00% -10K -58.7% $51.29 -1.9%
182 NEBIUS GROUP N.V. 1,299.0 $359K 0.00% -790.0 -37.8% $276.17
183 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,233.0 $358K 0.00% -60.0 -4.6% $290.59 -9.6%
184 CEG CONSTELLATION ENERGY CORP Utilities 1,417.0 $352K 0.00% -462.0 -24.6% $248.37 +10.1%
185 SCHF SCHWAB STRATEGIC TR 12,542.0 $347K 0.00% -5K -27.7% $27.70 +2.2%
186 DG DOLLAR GEN CORP NEW Consumer Defensive 3,006.0 $346K 0.00% -1K -32.3% $115.11 +8.9%
187 BLOCK INC 4,551.0 $346K 0.00% -809.0 -15.1% $76.00
188 CME CME GROUP INC Financial Services 1,519.0 $335K 0.00% -1K -46.8% $220.83 +26.4%
189 IQVIA HLDGS INC 1,730.0 $334K 0.00% -26.0 -1.5% $193.22
190 XLRE SELECT SECTOR SPDR TR 7,557.0 $333K 0.00% -620.0 -7.6% $44.03 +3.0%
191 SUB ISHARES TR 3,062.0 $326K 0.00% -2K -33.6% $106.47 -0.1%
192 IGM ISHARES TR 1,953.0 $319K 0.00% -489.0 -20.0% $163.58 -4.3%
193 FAST FASTENAL CO Industrials 6,416.0 $308K 0.00% -1K -18.4% $48.03 +6.8%
194 FUTY FIDELITY COVINGTON TRUST 5,254.0 $307K 0.00% -155.0 -2.9% $58.42 -4.5%
195 WWD WOODWARD INC Industrials 712.0 $303K 0.00% -172.0 -19.5% $425.44 -21.7%
196 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 15,187.0 $302K 0.00% -149.0 -1.0% $19.89 +10.4%
197 COWZ PACER FDS TR 4,823.0 $300K 0.00% -31.0 -0.6% $62.20 +16.0%
198 WCC WESCO INTL INC Industrials 868.0 $300K 0.00% -112.0 -11.4% $345.43 -2.4%
199 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,868.0 $293K 0.00% -8K -74.8% $102.25 -6.9%
200 XLB SELECT SECTOR SPDR TR 5,721.0 $291K 0.00% -286.0 -4.8% $50.83 +5.4%
Page 10 of 12  ·  232 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%