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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 11 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MFC MANULIFE FINL CORP Financial Services 81,100.0 $3.3M 0.04% +2K +2.1% $40.51 +5.5%
202 T AT&T INC Communication Services 158,220.0 $3.3M 0.04% -24K -12.9% $20.70 +24.4%
203 SMH VANECK ETF TRUST 4,982.0 $3.3M 0.04% -399.0 -7.4% $655.89 -15.3%
204 IVE ISHARES TR 13,930.0 $3.2M 0.04% -378.0 -2.6% $227.06 +4.6%
205 GEV GE VERNOVA INC Utilities 2,657.0 $3.1M 0.04% +347.0 +15.0% $1174.87 -19.8%
206 SRLN SSGA ACTIVE ETF TR 77,044.0 $3.1M 0.04% -9K -10.5% $40.29 +1.0%
207 ABLD ABACUS FCF ETF TR 102,819.0 $3.1M 0.04% +30K +40.9% $30.09 +9.6%
208 VCIT VANGUARD SCOTTSDALE FDS 37,305.0 $3.1M 0.04% -6K -13.6% $82.65 -1.4%
209 APP APPLOVIN CORP Technology 5,971.0 $3.1M 0.04% +660.0 +12.4% $515.23 -40.6%
210 AZO AUTOZONE INC Consumer Cyclical 961.0 $3.1M 0.04% -38.0 -3.8% $3195.94 -5.2%
211 MBB ISHARES TR 32,186.0 $3.0M 0.04% -3K -8.6% $94.52 -0.9%
212 UBER UBER TECHNOLOGIES INC Technology 42,023.0 $3.0M 0.04% +9K +26.2% $72.16 +10.3%
213 SYF SYNCHRONY FINANCIAL Financial Services 39,390.0 $3.0M 0.04% +252.0 +0.6% $76.05 +5.4%
214 XEL XCEL ENERGY INC Utilities 36,836.0 $3.0M 0.04% -2K -5.5% $80.30 -3.8%
215 BLLN BILLIONTOONE INC Healthcare 24,482.0 $2.9M 0.04% NEW $119.98 -18.4%
216 PM PHILIP MORRIS INTL INC Consumer Defensive 16,181.0 $2.9M 0.04% +696.0 +4.5% $180.91 +6.5%
217 ITOT ISHARES TR 17,815.0 $2.9M 0.04% +3K +18.1% $164.27 +2.2%
218 MPC MARATHON PETE CORP Energy 11,352.0 $2.9M 0.04% -198.0 -1.7% $255.67 +41.0%
219 CCJ CAMECO CORP Energy 27,959.0 $2.8M 0.03% -8K -21.9% $101.86 +4.7%
220 IWV ISHARES TR 6,572.0 $2.8M 0.03% -57.0 -0.9% $426.37 +2.3%
Page 11 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%