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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $7.0B AUM 716 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New 396 Added 150 Reduced 45 Exited
Page 16 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWN ISHARES TR 6,511.0 $1.2M 0.02% +191.0 +3.0% $189.60 +10.7%
302 CMDY ISHARES U S ETF TR 20,746.0 $1.2M 0.02% NEW $59.42 +4.0%
303 DSI ISHARES TR 10,106.0 $1.2M 0.02% +2K +24.9% $121.19 +16.2%
304 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,505.0 $1.2M 0.02% +9K +249.2% $96.47 +2.3%
305 GPIX GOLDMAN SACHS ETF TR 23,929.0 $1.2M 0.02% +17K +264.1% $50.04 +10.4%
306 SHEL SHELL PLC Energy 12,636.0 $1.2M 0.02% +3K +28.0% $93.00 -6.7%
307 RACE FERRARI N V Consumer Cyclical 3,458.0 $1.2M 0.02% -2K -38.1% $338.45 +1.0%
308 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,748.0 $1.2M 0.02% +2K +42.6% $203.18 +8.3%
309 RIO RIO TINTO PLC Basic Materials 12,275.0 $1.1M 0.02% +2K +15.0% $93.29 +10.7%
310 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,350.0 $1.1M 0.02% $484.91 -10.6%
311 XLE SELECT SECTOR SPDR TR 18,331.0 $1.1M 0.02% +3K +21.4% $61.26 -3.5%
312 POR PORTLAND GEN ELEC CO Utilities 21,157.0 $1.1M 0.02% +419.0 +2.0% $52.77 -5.8%
313 MDLZ MONDELEZ INTL INC Consumer Defensive 19,332.0 $1.1M 0.02% -41K -68.0% $57.64 +6.7%
314 SCHW SCHWAB CHARLES CORP Financial Services 11,538.0 $1.1M 0.02% +2K +18.1% $93.98 -4.1%
315 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,395.0 $1.1M 0.01% +550.0 +29.8% $446.54 -3.6%
316 HYEM VANECK ETF TRUST 53,720.0 $1.1M 0.01% NEW $19.73 +1.3%
317 MO ALTRIA GROUP INC Consumer Defensive 16,001.0 $1.1M 0.01% +7K +77.4% $65.99 +11.7%
318 VOE VANGUARD INDEX FDS 5,702.0 $1.1M 0.01% +2K +40.7% $184.28 +4.5%
319 ITM VANECK ETF TRUST 22,557.0 $1.0M 0.01% -316.0 -1.4% $46.43 +0.0%
320 VFH VANGUARD WORLD FD 8,617.0 $1.0M 0.01% +54.0 +0.6% $120.81 +5.1%
Page 16 of 36  ·  716 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 30.1%
Financial Services 14.5%
Consumer Cyclical 13.4%
Industrials 12.0%
Healthcare 9.4%
Communication Services 7.7%
Energy 4.5%
Consumer Defensive 3.9%
Utilities 2.7%
Basic Materials 1.2%