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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 18 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CRM SALESFORCE INC Technology 6,412.0 $1.0M 0.01% -392.0 -5.8% $156.65 +30.0%
342 VMBS VANGUARD SCOTTSDALE FDS 21,404.0 $1.0M 0.01% -11K -34.0% $46.81 -1.0%
343 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,467.0 $1.0M 0.01% -1K -18.7% $183.11 +1.4%
344 NOW SERVICENOW INC Technology 9,994.0 $992K 0.01% -27K -73.3% $99.28 +25.1%
345 SBUX STARBUCKS CORP Consumer Cyclical 9,703.0 $992K 0.01% +893.0 +10.1% $102.19 +4.8%
346 SONY SONY GROUP CORP Technology 49,349.0 $990K 0.01% +9K +21.4% $20.06 +21.0%
347 VO VANGUARD INDEX FDS 12,265.0 $988K 0.01% +10K +374.8% $80.57 +3.3%
348 MELI MERCADOLIBRE INC Consumer Cyclical 582.0 $988K 0.01% -16.0 -2.7% $1697.39 +16.9%
349 CMI CUMMINS INC Industrials 1,363.0 $972K 0.01% +223.0 +19.6% $713.28 -18.6%
350 AEM AGNICO EAGLE MINES LTD Basic Materials 6,251.0 $970K 0.01% -521.0 -7.7% $155.13 +41.0%
351 TLT ISHARES TR 11,172.0 $965K 0.01% -9K -45.1% $86.42 -3.8%
352 RS RELIANCE INC Basic Materials 2,571.0 $961K 0.01% +199.0 +8.4% $373.60 +4.2%
353 SCHW SCHWAB CHARLES CORP Financial Services 10,371.0 $957K 0.01% -1K -10.1% $92.27 +17.3%
354 IJS ISHARES TR 7,001.0 $957K 0.01% $136.68 +1.0%
355 VGIT VANGUARD SCOTTSDALE FDS 16,222.0 $957K 0.01% -7K -30.2% $58.98 -0.8%
356 NATWEST GROUP PLC 54,147.0 $955K 0.01% +9K +20.9% $17.63
357 SHM SPDR SERIES TRUST 19,775.0 $949K 0.01% -15K -43.3% $47.97 -0.4%
358 FEDEX FGHT HLDG CO INC 6,220.0 $939K 0.01% NEW $151.00
359 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,040.0 $937K 0.01% -310.0 -13.2% $459.13 +18.8%
360 ARES ARES MANAGEMENT CORPORATION Financial Services 8,396.0 $935K 0.01% +6K +252.8% $111.31 +28.3%
Page 18 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%