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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 14 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BXSL BLACKSTONE SECD LENDING FD Financial Services 86,011.0 $2.0M 0.02% -41K -32.3% $23.71 +5.0%
262 LW LAMB WESTON HLDGS INC Consumer Defensive 46,277.0 $2.0M 0.02% $43.18 +25.8%
263 OEF ISHARES TR 5,406.0 $2.0M 0.02% +181.0 +3.5% $365.87 +3.2%
264 ESGU ISHARES TR 12,070.0 $2.0M 0.02% +123.0 +1.0% $163.67 +2.3%
265 BMY BRISTOL-MYERS SQUIBB CO Healthcare 34,078.0 $2.0M 0.02% +5K +16.4% $57.62 +17.6%
266 XLV SELECT SECTOR SPDR TR 12,048.0 $1.9M 0.02% -1K -7.7% $158.66 +10.6%
267 SAIL SAILPOINT INC Technology 127,606.0 $1.9M 0.02% +6K +5.2% $14.64 +21.2%
268 XLK SELECT SECTOR SPDR TR 9,532.0 $1.8M 0.02% +2K +27.4% $190.52 -4.9%
269 IOT SAMSARA INC Technology 55,824.0 $1.8M 0.02% +2K +4.6% $32.43 +20.7%
270 PFF ISHARES TR 58,584.0 $1.8M 0.02% -18K -23.1% $30.49 +0.5%
271 GTLS CHART INDS INC Industrials 8,537.0 $1.8M 0.02% $208.94 +0.5%
272 BLACKROCK ETF TRUST 22,123.0 $1.8M 0.02% -1K -4.4% $80.16
273 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,372.0 $1.8M 0.02% -322.0 -1.9% $107.78 +3.2%
274 O REALTY INCOME CORP Real Estate 27,365.0 $1.7M 0.02% -2K -6.3% $61.96 +1.4%
275 EAGG ISHARES TR 35,572.0 $1.7M 0.02% +8K +26.8% $47.41 -1.1%
276 MDT MEDTRONIC PLC Healthcare 21,519.0 $1.7M 0.02% -9K -30.4% $78.23 +17.2%
277 LMT LOCKHEED MARTIN CORP Industrials 3,302.0 $1.7M 0.02% -73.0 -2.2% $509.41 +9.6%
278 IWN ISHARES TR 7,579.0 $1.7M 0.02% +1K +16.4% $221.21 +1.4%
279 BND VANGUARD BD INDEX FDS 22,626.0 $1.7M 0.02% +9K +60.9% $73.41 -1.1%
280 BLACKROCK ETF TRUST 45,242.0 $1.7M 0.02% +6K +15.2% $36.60
Page 14 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%