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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 4 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SRLN SSGA ACTIVE ETF TR 77,044.0 $3.1M 0.04% -9K -10.5% $40.29 +0.9%
62 VCIT VANGUARD SCOTTSDALE FDS 37,305.0 $3.1M 0.04% -6K -13.6% $82.65 -1.8%
63 AZO AUTOZONE INC Consumer Cyclical 961.0 $3.1M 0.04% -38.0 -3.8% $3195.94 -5.8%
64 MBB ISHARES TR 32,186.0 $3.0M 0.04% -3K -8.6% $94.52 -1.3%
65 XEL XCEL ENERGY INC Utilities 36,836.0 $3.0M 0.04% -2K -5.5% $80.30 -3.7%
66 MPC MARATHON PETE CORP Energy 11,352.0 $2.9M 0.04% -198.0 -1.7% $255.67 +41.8%
67 CCJ CAMECO CORP Energy 27,959.0 $2.8M 0.03% -8K -21.9% $101.86 +0.4%
68 IWV ISHARES TR 6,572.0 $2.8M 0.03% -57.0 -0.9% $426.37 +2.1%
69 DE DEERE & CO Industrials 4,363.0 $2.8M 0.03% -448.0 -9.3% $634.34 +2.3%
70 KDP KEURIG DR PEPPER INC Consumer Defensive 81,532.0 $2.7M 0.03% -3K -3.9% $32.73 -0.7%
71 DLR DIGITAL RLTY TR INC Real Estate 14,835.0 $2.7M 0.03% -496.0 -3.2% $179.58 +5.0%
72 ADI ANALOG DEVICES INC Technology 6,554.0 $2.6M 0.03% -2K -21.1% $397.17 -6.5%
73 BNDX VANGUARD CHARLOTTE FDS 53,466.0 $2.6M 0.03% -31K -37.0% $48.43 -1.5%
74 UNP UNION PAC CORP Industrials 9,468.0 $2.6M 0.03% -403.0 -4.1% $272.00 +13.9%
75 XLY SELECT SECTOR SPDR TR 21,215.0 $2.5M 0.03% -2K -10.2% $117.28 +0.9%
76 AN AUTONATION INC Consumer Cyclical 13,331.0 $2.5M 0.03% -5K -27.3% $185.79 +5.0%
77 PGR PROGRESSIVE CORP Financial Services 10,428.0 $2.3M 0.03% -1K -9.3% $218.45 +2.5%
78 ISRG INTUITIVE SURGICAL INC Healthcare 5,698.0 $2.3M 0.03% -130.0 -2.2% $397.68 -6.1%
79 XLC SELECT SECTOR SPDR TR 21,144.0 $2.3M 0.03% -3K -12.3% $107.13 +4.8%
80 DFAC DIMENSIONAL ETF TRUST 50,787.0 $2.3M 0.03% -23K -31.0% $44.36 +2.5%
Page 4 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%