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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 3 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AYI ACUITY INC Industrials 12,823.0 $4.8M 0.06% -3K -19.8% $376.66 -10.6%
42 AGG ISHARES TR 44,174.0 $4.4M 0.05% -13K -23.0% $98.98 -1.4%
43 ROST ROSS STORES INC Consumer Cyclical 20,541.0 $4.4M 0.05% -770.0 -3.6% $212.85 +13.5%
44 WMB WILLIAMS COS INC Energy 57,692.0 $4.3M 0.05% -937.0 -1.6% $74.34 -4.5%
45 EQT EQT CORP Energy 78,311.0 $4.2M 0.05% -35K -31.0% $53.17 +1.2%
46 VB VANGUARD INDEX FDS 13,645.0 $4.1M 0.05% -371.0 -2.6% $303.11 -0.1%
47 CVX CHEVRON CORP NEW Energy 24,568.0 $4.1M 0.05% -239.0 -1.0% $165.76 +22.5%
48 VWOB VANGUARD WHITEHALL FDS 59,904.0 $4.0M 0.05% -8K -11.4% $67.24 -1.9%
49 CAVA CAVA GROUP INC Consumer Cyclical 50,186.0 $3.9M 0.05% -5K -9.1% $78.48 -8.3%
50 PG PROCTER AND GAMBLE CO Consumer Defensive 26,778.0 $3.9M 0.05% -3K -10.0% $146.64 -0.0%
51 JCI JOHNSON CTLS INTL PLC Industrials 26,768.0 $3.9M 0.05% -1K -4.6% $146.11 -2.1%
52 TFC TRUIST FINL CORP Financial Services 76,908.0 $3.8M 0.05% -12K -13.3% $49.82 +2.0%
53 ANET ARISTA NETWORKS INC Technology 22,292.0 $3.8M 0.04% -716.0 -3.1% $169.88 +10.8%
54 QBTS D-WAVE QUANTUM INC Technology 154,267.0 $3.7M 0.04% -5K -3.2% $23.99 -22.1%
55 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 41,889.0 $3.4M 0.04% -2K -4.5% $81.16 -9.4%
56 AJG GALLAGHER ARTHUR J & CO Financial Services 14,709.0 $3.4M 0.04% -14K -47.9% $229.57 +18.5%
57 EMR EMERSON ELEC CO Industrials 23,021.0 $3.3M 0.04% -1K -4.6% $143.15 +10.1%
58 T AT&T INC Communication Services 158,220.0 $3.3M 0.04% -24K -12.9% $20.70 +24.1%
59 SMH VANECK ETF TRUST 4,982.0 $3.3M 0.04% -399.0 -7.4% $655.89 -16.6%
60 IVE ISHARES TR 13,930.0 $3.2M 0.04% -378.0 -2.6% $227.06 +4.7%
Page 3 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%