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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 8 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 5,178.0 $637K 0.01% -31K -85.8% $123.11 +32.4%
142 CGGR CAPITAL GROUP GROWTH ETF 13,229.0 $624K 0.01% -512.0 -3.7% $47.20 -1.2%
143 GPN GLOBAL PMTS INC Industrials 8,484.0 $616K 0.01% -170.0 -2.0% $72.56 +30.0%
144 VMC VULCAN MATLS CO Basic Materials 2,041.0 $602K 0.01% -183.0 -8.2% $295.02 -6.5%
145 XLP SELECT SECTOR SPDR TR 7,008.0 $582K 0.01% -1K -12.7% $83.07 +5.3%
146 ROM PROSHARES TR 3,743.0 $581K 0.01% -72.0 -1.9% $155.20 -12.6%
147 ING ING GROEP N.V. Financial Services 18,503.0 $581K 0.01% -206.0 -1.1% $31.38 +11.6%
148 ACWI ISHARES TR 3,683.0 $578K 0.01% -1K -26.1% $156.97 +2.1%
149 ACN ACCENTURE PLC IRELAND Technology 4,577.0 $570K 0.01% -493.0 -9.7% $124.44 +49.9%
150 STT STATE STR CORP Financial Services 3,351.0 $568K 0.01% -4K -52.0% $169.60 +12.6%
151 ITM VANECK ETF TRUST 11,945.0 $561K 0.01% -11K -47.0% $46.99 -2.3%
152 WBD WARNER BROS DISCOVERY INC Communication Services 20,779.0 $554K 0.01% -17K -44.4% $26.66 +7.7%
153 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 773.0 $544K 0.01% -25.0 -3.1% $703.34 -1.3%
154 ABNB AIRBNB INC Consumer Cyclical 3,729.0 $534K 0.01% -143.0 -3.7% $143.10 +32.9%
155 NOC NORTHROP GRUMMAN CORP Industrials 1,045.0 $532K 0.01% -163.0 -13.5% $509.49 +7.8%
156 LNG CHENIERE ENERGY INC Energy 2,163.0 $517K 0.01% -670.0 -23.6% $239.01 +17.5%
157 BLCR BLACKROCK ETF TRUST 9,902.0 $499K 0.01% -390.0 -3.8% $50.37 -3.0%
158 SCHV SCHWAB STRATEGIC TR 14,269.0 $497K 0.01% -278.0 -1.9% $34.81 +0.2%
159 AME AMETEK INC Industrials 2,053.0 $497K 0.01% -78.0 -3.7% $241.94 +0.2%
160 ACWX ISHARES TR 6,466.0 $492K 0.01% -38.0 -0.6% $76.11 +1.8%
Page 8 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%