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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 17 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BND VANGUARD BD INDEX FDS 14,060.0 $1.0M 0.01% +2K +16.0% $73.64 -1.0%
322 MELI MERCADOLIBRE INC Consumer Cyclical 598.0 $1.0M 0.01% -42.0 -6.6% $1729.02 -3.0%
323 DHR DANAHER CORPORATION Healthcare 5,450.0 $1.0M 0.01% -1K -16.6% $189.60 -8.6%
324 WBD WARNER BROS DISCOVERY INC Communication Services 37,398.0 $1.0M 0.01% -48K -56.2% $27.46 -0.1%
325 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,725.0 $1.0M 0.01% -1K -15.5% $152.51 +8.8%
326 ACN ACCENTURE PLC IRELAND Technology 5,070.0 $1.0M 0.01% -327.0 -6.1% $198.29 -10.3%
327 FALN ISHARES TR 37,463.0 $1.0M 0.01% +3K +10.2% $26.72 +1.0%
328 XLK SELECT SECTOR SPDR TR 7,480.0 $994K 0.01% +3K +66.6% $132.90 +34.4%
329 TOPT ISHARES TR 34,584.0 $990K 0.01% NEW $28.62 +18.2%
330 AFL AFLAC INC Financial Services 8,723.0 $957K 0.01% -313.0 -3.5% $109.71 +7.4%
331 URA GLOBAL X FDS 19,315.0 $935K 0.01% +2K +9.8% $48.43 +0.9%
332 TNC TENNANT CO Industrials 14,079.0 $935K 0.01% -11K -42.8% $66.40 +24.8%
333 ARW ARROW ELECTRS INC Technology 6,500.0 $932K 0.01% +4K +200.4% $143.41 +48.4%
334 TVTX TRAVERE THERAPEUTICS INC Healthcare 31,000.0 $921K 0.01% $29.71 +46.4%
335 MP MP MATERIALS CORP Basic Materials 19,031.0 $918K 0.01% +13K +204.1% $48.26 +27.9%
336 VIG VANGUARD SPECIALIZED FUNDS 4,259.0 $916K 0.01% +2K +108.7% $215.06 +7.4%
337 AFRM AFFIRM HLDGS INC Technology 19,930.0 $913K 0.01% +17K +548.8% $45.82 +46.6%
338 STT STATE STR CORP Financial Services 6,974.0 $883K 0.01% +521.0 +8.1% $126.56 +21.7%
339 USIG ISHARES TR 17,055.0 $874K 0.01% -11K -39.1% $51.23 -0.6%
340 SCHO SCHWAB STRATEGIC TR 35,979.0 $873K 0.01% -15K -29.9% $24.27 -0.5%
Page 17 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%