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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 15 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RELY REMITLY GLOBAL INC Technology 72,472.0 $1.6M 0.02% NEW $22.41 +16.1%
282 HALO HALOZYME THERAPEUTICS INC Healthcare 20,310.0 $1.6M 0.02% +323.0 +1.6% $78.27 +39.3%
283 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,038.0 $1.6M 0.02% +63.0 +2.1% $522.39 +2.4%
284 VYM VANGUARD WHITEHALL FDS 9,940.0 $1.6M 0.02% +452.0 +4.8% $158.04 +4.3%
285 CAH CARDINAL HEALTH INC Healthcare 6,365.0 $1.5M 0.02% +355.0 +5.9% $237.57 -0.5%
286 AFRM AFFIRM HLDGS INC Technology 18,470.0 $1.5M 0.02% -1K -7.3% $81.55 -4.8%
287 XLI SELECT SECTOR SPDR TR 8,127.0 $1.5M 0.02% -548.0 -6.3% $185.23 -3.7%
288 SCHD SCHWAB STRATEGIC TR 46,978.0 $1.5M 0.02% $31.71 +10.8%
289 EUSA ISHARES INC 12,925.0 $1.5M 0.02% -1K -7.7% $114.19 +3.5%
290 PLD PROLOGIS INC. Real Estate 10,849.0 $1.5M 0.02% +740.0 +7.3% $135.47 +5.8%
291 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,490.0 $1.5M 0.02% +742.0 +12.9% $223.95 +26.2%
292 SCHA SCHWAB STRATEGIC TR 39,978.0 $1.4M 0.02% NEW $36.13 -4.5%
293 DSI ISHARES TR 10,100.0 $1.4M 0.02% $142.39 +2.9%
294 XME SPDR SERIES TRUST 13,430.0 $1.4M 0.02% +988.0 +7.9% $106.93 +12.1%
295 VTWO VANGUARD SCOTTSDALE FDS 11,814.0 $1.4M 0.02% -574.0 -4.6% $121.42 -0.6%
296 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,917.0 $1.4M 0.02% +412.0 +3.3% $109.77 +1.0%
297 KLAC KLA CORP Technology 4,692.0 $1.4M 0.02% +4K +1587.8% $301.71 -39.4%
298 ARW ARROW ELECTRS INC Technology 6,513.0 $1.4M 0.02% $213.41 -5.7%
299 COF CAPITAL ONE FINL CORP Financial Services 6,875.0 $1.4M 0.02% -743.0 -9.8% $200.62 +7.9%
300 IWO ISHARES TR 3,466.0 $1.4M 0.02% +1K +43.4% $393.96 -2.4%
Page 15 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%