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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MBB ISHARES TR 35,202.0 $3.3M 0.05% -5K -11.8% $94.95 -1.1%
42 ANGL VANECK ETF TRUST 108,422.0 $3.1M 0.04% -83K -43.2% $28.72 +1.0%
43 XEL XCEL ENERGY INC Utilities 38,958.0 $3.1M 0.04% -3K -7.4% $79.44 +0.5%
44 MPC MARATHON PETE CORP Energy 11,550.0 $2.8M 0.04% -158.0 -1.4% $244.18 +1.7%
45 MDT MEDTRONIC PLC Healthcare 30,937.0 $2.7M 0.04% -723.0 -2.3% $86.65 -9.8%
46 XLC SELECT SECTOR SPDR TR 24,124.0 $2.7M 0.04% -2K -6.4% $110.86 +4.7%
47 XLY SELECT SECTOR SPDR TR 23,624.0 $2.6M 0.04% -2K -6.1% $108.98 +8.9%
48 VCSH VANGUARD SCOTTSDALE FDS 32,080.0 $2.5M 0.04% -3K -8.7% $79.27 -0.5%
49 PANW PALO ALTO NETWORKS INC Technology 15,457.0 $2.5M 0.04% -3K -16.8% $160.32 +57.8%
50 UBER UBER TECHNOLOGIES INC Technology 33,303.0 $2.4M 0.03% -1K -3.5% $71.93 +3.7%
51 UNP UNION PAC CORP Industrials 9,871.0 $2.4M 0.03% -356.0 -3.5% $242.62 +9.6%
52 PFF ISHARES TR 76,213.0 $2.3M 0.03% -35K -31.3% $30.32 +2.7%
53 PGR PROGRESSIVE CORP Financial Services 11,496.0 $2.3M 0.03% -27K -70.3% $198.24 +2.2%
54 EPD ENTERPRISE PRODS PARTNERS L Energy 57,712.0 $2.2M 0.03% -3K -4.7% $37.84 +4.3%
55 CENCORA INC 6,848.0 $2.2M 0.03% -78.0 -1.1% $314.14
56 XLV SELECT SECTOR SPDR TR 13,057.0 $1.9M 0.03% -312.0 -2.3% $146.61 +1.1%
57 O REALTY INCOME CORP Real Estate 29,216.0 $1.8M 0.03% -238.0 -0.8% $61.18 +1.7%
58 SHM SPDR SERIES TRUST 34,883.0 $1.7M 0.02% -3K -8.4% $47.83 -0.2%
59 VMBS VANGUARD SCOTTSDALE FDS 32,455.0 $1.5M 0.02% -5K -12.8% $46.95 -1.0%
60 PARR PAR PAC HOLDINGS INC Energy 24,216.0 $1.5M 0.02% -10K -29.2% $62.64 -7.7%
Page 3 of 8  ·  150 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%