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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 13 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AN AUTONATION INC Consumer Cyclical 13,331.0 $2.5M 0.03% -5K -27.3% $185.79 +5.4%
242 DGRO ISHARES TR 31,763.0 $2.4M 0.03% +3K +9.7% $75.79 +5.3%
243 PGR PROGRESSIVE CORP Financial Services 10,428.0 $2.3M 0.03% -1K -9.3% $218.45 +1.4%
244 ISRG INTUITIVE SURGICAL INC Healthcare 5,698.0 $2.3M 0.03% -130.0 -2.2% $397.68 -6.9%
245 DAL DELTA AIR LINES INC DEL Industrials 24,190.0 $2.3M 0.03% +3K +15.8% $93.66 -11.6%
246 XLC SELECT SECTOR SPDR TR 21,144.0 $2.3M 0.03% -3K -12.3% $107.13 +5.4%
247 FISV FISERV INC Technology 46,154.0 $2.3M 0.03% $49.05 +7.3%
248 DFAC DIMENSIONAL ETF TRUST 50,787.0 $2.3M 0.03% -23K -31.0% $44.36 +2.5%
249 VCSH VANGUARD SCOTTSDALE FDS 28,340.0 $2.2M 0.03% -4K -11.7% $79.03 -0.4%
250 ANGL VANECK ETF TRUST 76,249.0 $2.2M 0.03% -32K -29.7% $29.24 -0.5%
251 EPD ENTERPRISE PRODS PARTNERS L 59,920.0 $2.2M 0.03% +2K +3.8% $36.76
252 JAAA JANUS DETROIT STR TR 43,608.0 $2.2M 0.03% -2K -3.9% $50.49 +0.4%
253 MET METLIFE INC Financial Services 25,448.0 $2.2M 0.03% +4K +17.0% $84.61 +12.8%
254 VZ VERIZON COMMUNICATIONS INC Communication Services 50,845.0 $2.2M 0.03% -991.0 -1.9% $42.34 +18.5%
255 TVTX TRAVERE THERAPEUTICS INC Healthcare 37,500.0 $2.1M 0.03% +6K +21.0% $56.81 +17.0%
256 BA BOEING CO Industrials 9,616.0 $2.1M 0.03% -2K -16.4% $216.47 -2.7%
257 NVS NOVARTIS AG Healthcare 13,228.0 $2.1M 0.03% +450.0 +3.5% $156.72 +1.9%
258 PNC PNC FINL SVCS GROUP INC Financial Services 8,419.0 $2.1M 0.03% +734.0 +9.6% $246.22 -0.9%
259 IDV ISHARES TR 50,027.0 $2.1M 0.03% +3K +5.9% $41.43 +9.0%
260 IYF ISHARES TR 16,090.0 $2.1M 0.02% -62K -79.5% $127.51 +7.7%
Page 13 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%