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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGIT VANGUARD SCOTTSDALE FDS 23,232.0 $1.4M 0.02% -5K -17.8% $59.55 -1.3%
62 AEM AGNICO EAGLE MINES LTD Basic Materials 6,772.0 $1.4M 0.02% -1K -17.3% $202.98 -12.4%
63 CAH CARDINAL HEALTH INC Healthcare 6,010.0 $1.3M 0.02% -194.0 -3.1% $211.31 -5.1%
64 VTWO VANGUARD SCOTTSDALE FDS 12,388.0 $1.2M 0.02% -1K -9.2% $100.17 +14.0%
65 RACE FERRARI N V Consumer Cyclical 3,458.0 $1.2M 0.02% -2K -38.1% $338.45 +1.0%
66 MDLZ MONDELEZ INTL INC Consumer Defensive 19,332.0 $1.1M 0.02% -41K -68.0% $57.64 +6.7%
67 ITM VANECK ETF TRUST 22,557.0 $1.0M 0.01% -316.0 -1.4% $46.43 +0.0%
68 MELI MERCADOLIBRE INC Consumer Cyclical 598.0 $1.0M 0.01% -42.0 -6.6% $1729.02 -3.0%
69 DHR DANAHER CORPORATION Healthcare 5,450.0 $1.0M 0.01% -1K -16.6% $189.60 -8.6%
70 WBD WARNER BROS DISCOVERY INC Communication Services 37,398.0 $1.0M 0.01% -48K -56.2% $27.46 -0.1%
71 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,725.0 $1.0M 0.01% -1K -15.5% $152.51 +8.8%
72 ACN ACCENTURE PLC IRELAND Technology 5,070.0 $1.0M 0.01% -327.0 -6.1% $198.29 -10.3%
73 AFL AFLAC INC Financial Services 8,723.0 $957K 0.01% -313.0 -3.5% $109.71 +7.4%
74 TNC TENNANT CO Industrials 14,079.0 $935K 0.01% -11K -42.8% $66.40 +24.8%
75 USIG ISHARES TR 17,055.0 $874K 0.01% -11K -39.1% $51.23 -0.6%
76 SCHO SCHWAB STRATEGIC TR 35,979.0 $873K 0.01% -15K -29.9% $24.27 -0.5%
77 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 11,809.0 $873K 0.01% -6K -32.6% $73.90 +3.6%
78 IJS ISHARES TR 6,998.0 $829K 0.01% -251.0 -3.5% $118.45 +8.3%
79 NET CLOUDFLARE INC Technology 3,731.0 $770K 0.01% -163.0 -4.2% $206.34 +3.1%
80 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,924.0 $769K 0.01% -9K -70.4% $196.04 +0.5%
Page 4 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%