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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 17 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCHX SCHWAB STRATEGIC TR 38,675.0 $1.1M 0.01% +6K +19.4% $29.43 +2.7%
322 VFH VANGUARD WORLD FD 8,615.0 $1.1M 0.01% $131.60 +8.2%
323 SNDK SANDISK CORP Technology 495.0 $1.1M 0.01% NEW $2273.73 -34.9%
324 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 44,705.0 $1.1M 0.01% +9K +24.6% $25.06 +15.5%
325 JEPI J P MORGAN EXCHANGE TRADED F 19,808.0 $1.1M 0.01% +8K +73.2% $56.48 +2.9%
326 ASX ASE TECHNOLOGY HLDG CO LTD Technology 24,690.0 $1.1M 0.01% +1K +4.2% $45.12 -17.8%
327 VIG VANGUARD SPECIALIZED FUNDS 4,664.0 $1.1M 0.01% +405.0 +9.5% $236.62 +3.2%
328 TNC TENNANT CO Industrials 12,594.0 $1.1M 0.01% -1K -10.6% $87.54 -20.0%
329 PWR QUANTA SVCS INC Industrials 1,514.0 $1.1M 0.01% +427.0 +39.3% $720.08 -16.2%
330 POR PORTLAND GEN ELEC CO Utilities 21,010.0 $1.1M 0.01% -147.0 -0.7% $51.83 -3.9%
331 PARR PAR PAC HOLDINGS INC Energy 19,139.0 $1.1M 0.01% -5K -21.0% $56.08 +31.6%
332 F FORD MTR CO Consumer Cyclical 76,644.0 $1.1M 0.01% +46K +153.3% $13.90 +0.4%
333 URA GLOBAL X FDS 24,321.0 $1.1M 0.01% +5K +25.9% $43.70 +10.2%
334 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,838.0 $1.1M 0.01% +597.0 +26.6% $370.59 -3.5%
335 IBIT ISHARES BITCOIN TRUST ETF Financial Services 31,583.0 $1.1M 0.01% -1K -3.8% $33.29 +34.3%
336 AFL AFLAC INC Financial Services 8,847.0 $1.0M 0.01% +124.0 +1.4% $117.24 -0.9%
337 FALN ISHARES TR 38,064.0 $1.0M 0.01% +601.0 +1.6% $27.24 -0.5%
338 NXTG FIRST TR EXCHANGE-TRADED FD 6,737.0 $1.0M 0.01% +107.0 +1.6% $153.34 -0.9%
339 TRV TRAVELERS COMPANIES INC Financial Services 3,076.0 $1.0M 0.01% +817.0 +36.2% $330.10 +12.0%
340 A AGILENT TECHNOLOGIES INC Healthcare 7,613.0 $1.0M 0.01% +1K +19.7% $132.83 +16.5%
Page 17 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%