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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 20 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 28,010.0 $813K 0.01% $29.01 -6.6%
382 JOBY JOBY AVIATION INC Industrials 90,860.0 $810K 0.01% +18K +24.2% $8.92 -20.0%
383 CARR CARRIER GLOBAL CORPORATION Industrials 11,016.0 $808K 0.01% +824.0 +8.1% $73.35 -19.9%
384 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 30,700.0 $805K 0.01% $26.22 -4.1%
385 PPA INVESCO EXCHANGE TRADED FD T 4,519.0 $798K 0.01% $176.67 -2.4%
386 BHP BHP GROUP LTD Basic Materials 9,520.0 $793K 0.01% +2K +26.9% $83.31 +15.6%
387 TRGP TARGA RES CORP Energy 2,923.0 $784K 0.01% -79.0 -2.6% $268.14 +9.7%
388 BCS BARCLAYS PLC Financial Services 29,142.0 $783K 0.01% +18K +150.4% $26.86 +1.0%
389 FITB FIFTH THIRD BANCORP Financial Services 13,707.0 $773K 0.01% +2K +14.2% $56.37 -2.3%
390 INTU INTUIT Technology 2,936.0 $766K 0.01% -12K -80.8% $261.02 +32.4%
391 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,695.0 $761K 0.01% -229.0 -5.8% $206.01 +6.3%
392 PFXF VANECK ETF TRUST 42,639.0 $761K 0.01% $17.84 +1.1%
393 IBB ISHARES TR 3,996.0 $760K 0.01% -34.0 -0.8% $190.19 +13.1%
394 EEMV ISHARES INC 9,969.0 $750K 0.01% $75.28 +0.1%
395 IEF ISHARES TR 7,922.0 $749K 0.01% NEW $94.57 -1.3%
396 BN BROOKFIELD CORP Financial Services 17,530.0 $747K 0.01% -1K -6.7% $42.59 -2.2%
397 RRX REGAL REXNORD CORPORATION Industrials 3,105.0 $740K 0.01% +1K +76.4% $238.19 -30.6%
398 FQAL FIDELITY COVINGTON TRUST 9,077.0 $739K 0.01% +2K +25.5% $81.36 +4.0%
399 IGRO ISHARES TR 8,285.0 $728K 0.01% +4K +78.6% $87.93 +5.7%
400 SOUTHSTATE BK CORP 7,241.0 $723K 0.01% +2K +27.0% $99.90
Page 20 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%