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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 12 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ABT ABBOTT LABS Healthcare 30,811.0 $2.8M 0.03% +2K +6.0% $90.74 +27.2%
222 DE DEERE & CO Industrials 4,363.0 $2.8M 0.03% -448.0 -9.3% $634.34 -0.4%
223 FCX FREEPORT-MCMORAN INC Basic Materials 43,736.0 $2.8M 0.03% +2K +5.6% $62.89 +25.4%
224 AZZ AZZ INC Industrials 17,633.0 $2.7M 0.03% $155.05 -10.0%
225 CRWD CROWDSTRIKE HLDGS INC Technology 3,552.0 $2.7M 0.03% +123.0 +3.6% $190.78 -2.0%
226 AVEM AMERICAN CENTY ETF TR 27,907.0 $2.7M 0.03% +541.0 +2.0% $96.49 -2.1%
227 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 26,900.0 $2.7M 0.03% +385.0 +1.4% $100.07 +9.4%
228 MRVL MARVELL TECHNOLOGY INC Technology 8,999.0 $2.7M 0.03% +4K +65.8% $297.89 -18.7%
229 C CITIGROUP INC Financial Services 19,099.0 $2.7M 0.03% +1K +8.0% $139.96 -5.0%
230 KDP KEURIG DR PEPPER INC Consumer Defensive 81,532.0 $2.7M 0.03% -3K -3.9% $32.73 -2.1%
231 DLR DIGITAL RLTY TR INC Real Estate 14,835.0 $2.7M 0.03% -496.0 -3.2% $179.58 +7.3%
232 SLV ISHARES SILVER TR Financial Services 48,858.0 $2.6M 0.03% +5K +12.5% $53.47 +16.0%
233 ADI ANALOG DEVICES INC Technology 6,554.0 $2.6M 0.03% -2K -21.1% $397.17 -6.0%
234 BNDX VANGUARD CHARLOTTE FDS 53,466.0 $2.6M 0.03% -31K -37.0% $48.43 -1.2%
235 UNP UNION PAC CORP Industrials 9,468.0 $2.6M 0.03% -403.0 -4.1% $272.00 +13.7%
236 EMGF ISHARES INC 35,061.0 $2.6M 0.03% +6K +20.2% $73.26 -2.0%
237 BX BLACKSTONE INC Financial Services 21,571.0 $2.5M 0.03% +3K +16.4% $117.67 +21.2%
238 TEL TE CONNECTIVITY PLC Technology 12,548.0 $2.5M 0.03% +606.0 +5.1% $201.61 -0.5%
239 XLY SELECT SECTOR SPDR TR 21,215.0 $2.5M 0.03% -2K -10.2% $117.28 +0.8%
240 IJR ISHARES TR 16,713.0 $2.5M 0.03% $148.31 -1.3%
Page 12 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%