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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 6 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CENCORA INC 4,738.0 $1.3M 0.02% -2K -30.8% $282.98
102 SHOP SHOPIFY INC Technology 11,015.0 $1.3M 0.01% -822.0 -6.9% $114.18 +31.2%
103 BSX BOSTON SCIENTIFIC CORP Healthcare 29,374.0 $1.3M 0.01% -90K -75.5% $42.68 +14.8%
104 SUSC ISHARES TR 52,667.0 $1.2M 0.01% -7K -11.7% $23.15 -2.0%
105 RACE FERRARI N V Consumer Cyclical 3,091.0 $1.2M 0.01% -367.0 -10.6% $372.29 +14.0%
106 TNC TENNANT CO Industrials 12,594.0 $1.1M 0.01% -1K -10.6% $87.54 -22.1%
107 POR PORTLAND GEN ELEC CO Utilities 21,010.0 $1.1M 0.01% -147.0 -0.7% $51.83 -4.1%
108 PARR PAR PAC HOLDINGS INC Energy 19,139.0 $1.1M 0.01% -5K -21.0% $56.08 +32.5%
109 IBIT ISHARES BITCOIN TRUST ETF Financial Services 31,583.0 $1.1M 0.01% -1K -3.8% $33.29 +34.1%
110 CRM SALESFORCE INC Technology 6,412.0 $1.0M 0.01% -392.0 -5.8% $156.65 +33.5%
111 VMBS VANGUARD SCOTTSDALE FDS 21,404.0 $1.0M 0.01% -11K -34.0% $46.81 -1.2%
112 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,467.0 $1.0M 0.01% -1K -18.7% $183.11 +0.8%
113 NOW SERVICENOW INC Technology 9,994.0 $992K 0.01% -27K -73.3% $99.28 +29.0%
114 MELI MERCADOLIBRE INC Consumer Cyclical 582.0 $988K 0.01% -16.0 -2.7% $1697.39 +14.8%
115 AEM AGNICO EAGLE MINES LTD Basic Materials 6,251.0 $970K 0.01% -521.0 -7.7% $155.13 +40.5%
116 TLT ISHARES TR 11,172.0 $965K 0.01% -9K -45.1% $86.42 -4.5%
117 SCHW SCHWAB CHARLES CORP Financial Services 10,371.0 $957K 0.01% -1K -10.1% $92.27 +23.2%
118 VGIT VANGUARD SCOTTSDALE FDS 16,222.0 $957K 0.01% -7K -30.2% $58.98 -1.0%
119 SHM SPDR SERIES TRUST 19,775.0 $949K 0.01% -15K -43.3% $47.97 -0.4%
120 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,040.0 $937K 0.01% -310.0 -13.2% $459.13 +17.1%
Page 6 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%