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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 5 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCSH VANGUARD SCOTTSDALE FDS 28,340.0 $2.2M 0.03% -4K -11.7% $79.03 -0.5%
82 ANGL VANECK ETF TRUST 76,249.0 $2.2M 0.03% -32K -29.7% $29.24 -0.7%
83 JAAA JANUS DETROIT STR TR 43,608.0 $2.2M 0.03% -2K -3.9% $50.49 +0.4%
84 VZ VERIZON COMMUNICATIONS INC Communication Services 50,845.0 $2.2M 0.03% -991.0 -1.9% $42.34 +18.4%
85 BA BOEING CO Industrials 9,616.0 $2.1M 0.03% -2K -16.4% $216.47 -2.8%
86 IYF ISHARES TR 16,090.0 $2.1M 0.02% -62K -79.5% $127.51 +7.7%
87 BXSL BLACKSTONE SECD LENDING FD Financial Services 86,011.0 $2.0M 0.02% -41K -32.3% $23.71 +5.4%
88 XLV SELECT SECTOR SPDR TR 12,048.0 $1.9M 0.02% -1K -7.7% $158.66 +10.1%
89 PFF ISHARES TR 58,584.0 $1.8M 0.02% -18K -23.1% $30.49 +0.1%
90 BLACKROCK ETF TRUST 22,123.0 $1.8M 0.02% -1K -4.4% $80.16
91 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,372.0 $1.8M 0.02% -322.0 -1.9% $107.78 +3.8%
92 O REALTY INCOME CORP Real Estate 27,365.0 $1.7M 0.02% -2K -6.3% $61.96 +2.0%
93 MDT MEDTRONIC PLC Healthcare 21,519.0 $1.7M 0.02% -9K -30.4% $78.23 +18.8%
94 LMT LOCKHEED MARTIN CORP Industrials 3,302.0 $1.7M 0.02% -73.0 -2.2% $509.41 +10.7%
95 AFRM AFFIRM HLDGS INC Technology 18,470.0 $1.5M 0.02% -1K -7.3% $81.55 -5.7%
96 XLI SELECT SECTOR SPDR TR 8,127.0 $1.5M 0.02% -548.0 -6.3% $185.23 -3.4%
97 EUSA ISHARES INC 12,925.0 $1.5M 0.02% -1K -7.7% $114.19 +3.6%
98 VTWO VANGUARD SCOTTSDALE FDS 11,814.0 $1.4M 0.02% -574.0 -4.6% $121.42 -0.8%
99 COF CAPITAL ONE FINL CORP Financial Services 6,875.0 $1.4M 0.02% -743.0 -9.8% $200.62 +7.8%
100 VTEB VANGUARD MUN BD FDS 26,924.0 $1.4M 0.02% -6K -17.2% $50.58 -2.1%
Page 5 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%