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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 11 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LEU CENTRUS ENERGY CORP Energy 1,730.0 $290K 0.00% -552.0 -24.2% $167.87 +5.5%
202 AVB AVALONBAY CMNTYS INC Real Estate 1,442.0 $272K 0.00% -293.0 -16.9% $188.69 -65.1%
203 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,338.0 $272K 0.00% -3K -15.8% $17.73 -3.9%
204 SCHO SCHWAB STRATEGIC TR 11,134.0 $269K 0.00% -25K -69.0% $24.14 -0.2%
205 OXY OCCIDENTAL PETE CORP Energy 5,506.0 $267K 0.00% -76.0 -1.4% $48.57 +23.8%
206 PPG PPG INDS INC Basic Materials 2,154.0 $261K 0.00% -3K -59.8% $121.29 -6.6%
207 SNPS SYNOPSYS INC Technology 581.0 $259K 0.00% -46.0 -7.3% $446.07 -11.6%
208 CWI SPDR INDEX SHS FDS 6,285.0 $256K 0.00% -203.0 -3.1% $40.67 +1.5%
209 PSA PUBLIC STORAGE Real Estate 796.0 $253K 0.00% -51.0 -6.0% $318.31 +2.1%
210 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,344.0 $253K 0.00% -24.0 -1.8% $188.34 -24.1%
211 HAS HASBRO INC Consumer Cyclical 3,037.0 $251K 0.00% -525.0 -14.7% $82.59 +15.5%
212 SOUN SOUNDHOUND AI INC Technology 38,494.0 $249K 0.00% -45K -54.0% $6.47 +8.2%
213 TDY TELEDYNE TECHNOLOGIES INC Technology 364.0 $243K 0.00% -23.0 -5.9% $666.90 -6.3%
214 DOV DOVER CORP Industrials 1,071.0 $240K 0.00% -32.0 -2.9% $224.28 -9.2%
215 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,043.0 $237K 0.00% -600.0 -36.5% $226.81 -20.9%
216 IJJ ISHARES TR 1,600.0 $236K 0.00% -24.0 -1.5% $147.73 +0.4%
217 SAP SAP SE Technology 1,519.0 $234K 0.00% -1K -42.7% $154.11 +41.9%
218 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,675.0 $230K 0.00% -42.0 -1.6% $86.09 +17.3%
219 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,397.0 $230K 0.00% -980.0 -29.0% $95.98 +23.4%
220 WBS WEBSTER FINL CORP Financial Services 2,971.0 $227K 0.00% -466.0 -13.6% $76.42 +1.5%
Page 11 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%