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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 12 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CASY CASEYS GEN STORES INC Consumer Cyclical 283.0 $225K 0.00% -59.0 -17.2% $794.79 +7.5%
222 IEUR ISHARES TR 2,970.0 $223K 0.00% -27.0 -0.9% $75.17 +4.2%
223 TIP ISHARES TR 2,040.0 $223K 0.00% -159.0 -7.2% $109.43 -2.0%
224 CCI CROWN CASTLE INC Real Estate 2,936.0 $222K 0.00% -2K -34.0% $75.73 +0.9%
225 BLACKROCK ETF TRUST 3,818.0 $220K 0.00% -468.0 -10.9% $57.66
226 IXG ISHARES TR 1,766.0 $220K 0.00% -10.0 -0.6% $124.51 +7.7%
227 CGUS CAPITAL GROUP CORE EQUITY ET 4,867.0 $216K 0.00% -513.0 -9.5% $44.48 +1.2%
228 NDAQ NASDAQ INC Financial Services 2,685.0 $212K 0.00% -67.0 -2.4% $78.82 +25.3%
229 PZA INVESCO EXCH TRADED FD TR II 8,983.0 $211K 0.00% -6K -39.3% $23.52 -3.3%
230 RKT ROCKET COS INC Financial Services 11,094.0 $175K 0.00% -224.0 -2.0% $15.75 -10.5%
231 ABEV AMBEV SA Consumer Defensive 30,725.0 $96K 0.00% -4K -11.4% $3.14 -7.0%
232 PLUG PLUG PWR INC Industrials 10,201.0 $28K -94.0 -0.9% $2.71 -19.9%
Page 12 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%