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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 20 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ACWI ISHARES TR 4,983.0 $689K 0.01% +1K +26.1% $138.37 +12.5%
382 IBB ISHARES TR 4,030.0 $680K 0.01% +347.0 +9.4% $168.85 +0.1%
383 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9,301.0 $674K 0.01% +2K +33.1% $72.46 +19.1%
384 NATWEST GROUP PLC 44,805.0 $668K 0.01% +14K +47.0% $14.90
385 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,197.0 $664K 0.01% -288.0 -3.9% $92.31 +0.0%
386 LQD ISHARES TR 6,075.0 $662K 0.01% +4K +156.6% $108.99 -0.8%
387 TRV TRAVELERS COMPANIES INC Financial Services 2,259.0 $659K 0.01% +61.0 +2.8% $291.68 +5.2%
388 XLP SELECT SECTOR SPDR TR 8,026.0 $658K 0.01% +186.0 +2.4% $81.98 +3.3%
389 MMM 3M CO Industrials 4,486.0 $652K 0.01% +531.0 +13.4% $145.24 +4.4%
390 HON HONEYWELL INTL INC Industrials 2,875.0 $650K 0.01% +807.0 +39.0% $226.03 -1.0%
391 JEPI J P MORGAN EXCHANGE TRADED F 11,439.0 $648K 0.01% +7K +170.2% $56.68 -1.1%
392 FNDF SCHWAB STRATEGIC TR 13,243.0 $648K 0.01% +6K +95.5% $48.93 +9.6%
393 EEMV ISHARES INC 10,000.0 $647K 0.01% $64.73 +11.7%
394 MCK MCKESSON CORP Healthcare 738.0 $639K 0.01% +264.0 +55.7% $865.36 -11.4%
395 CTVA CORTEVA INC Basic Materials 7,550.0 $632K 0.01% +1K +15.7% $83.71 -5.6%
396 CL COLGATE PALMOLIVE CO Consumer Defensive 7,395.0 $630K 0.01% +1K +17.9% $85.23 +6.1%
397 REGN REGENERON PHARMACEUTICALS Healthcare 809.0 $625K 0.01% +143.0 +21.5% $772.64 -15.9%
398 GDX VANECK ETF TRUST 6,720.0 $617K 0.01% +2K +35.8% $91.78 -6.2%
399 KKR KKR & CO INC Financial Services 6,665.0 $617K 0.01% +3K +84.0% $92.50 +2.4%
400 KBWB INVESCO EXCH TRADED FD TR II 7,785.0 $616K 0.01% -288.0 -3.6% $79.12 +8.8%
Page 20 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%