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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 10 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNOW SNOWFLAKE INC Technology 15,674.0 $4.0M 0.05% +12K +379.6% $254.50 +24.6%
182 CAVA CAVA GROUP INC Consumer Cyclical 50,186.0 $3.9M 0.05% -5K -9.1% $78.48 -8.7%
183 FDX FEDEX CORP Industrials 12,554.0 $3.9M 0.05% +11K +700.6% $313.13 +6.9%
184 PG PROCTER AND GAMBLE CO Consumer Defensive 26,778.0 $3.9M 0.05% -3K -10.0% $146.64 -0.8%
185 JCI JOHNSON CTLS INTL PLC Industrials 26,768.0 $3.9M 0.05% -1K -4.6% $146.11 -1.9%
186 QUAL ISHARES TR 17,513.0 $3.8M 0.05% +3K +16.9% $219.43 +2.1%
187 SPG SIMON PPTY GROUP INC NEW Real Estate 17,156.0 $3.8M 0.05% +1K +7.1% $223.66 -1.6%
188 TFC TRUIST FINL CORP Financial Services 76,908.0 $3.8M 0.05% -12K -13.3% $49.82 +1.5%
189 ANET ARISTA NETWORKS INC Technology 22,292.0 $3.8M 0.04% -716.0 -3.1% $169.88 +12.8%
190 OMDA OMADA HEALTH INC Healthcare 170,794.0 $3.7M 0.04% NEW $21.95 +9.6%
191 PSTG EVERPURE INC 47,123.0 $3.7M 0.04% NEW $78.79
192 QBTS D-WAVE QUANTUM INC Technology 154,267.0 $3.7M 0.04% -5K -3.2% $23.99 -21.4%
193 XLF SELECT SECTOR SPDR TR 68,664.0 $3.7M 0.04% +4K +6.1% $53.61 +8.2%
194 AMTM AMENTUM HOLDINGS INC Industrials 170,291.0 $3.5M 0.04% $20.67 -2.7%
195 GE GE AEROSPACE Industrials 9,369.0 $3.5M 0.04% +986.0 +11.8% $373.74 -7.4%
196 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 41,889.0 $3.4M 0.04% -2K -4.5% $81.16 -9.6%
197 AJG GALLAGHER ARTHUR J & CO Financial Services 14,709.0 $3.4M 0.04% -14K -47.9% $229.57 +17.5%
198 SCHG SCHWAB STRATEGIC TR 98,507.0 $3.3M 0.04% +75K +311.7% $33.84 +4.5%
199 EMR EMERSON ELEC CO Industrials 23,021.0 $3.3M 0.04% -1K -4.6% $143.15 +9.5%
200 IUSB ISHARES TR 71,377.0 $3.3M 0.04% +20K +38.6% $46.15 -1.2%
Page 10 of 40  ·  789 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%