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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 22 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 USB US BANCORP DEL Financial Services 10,592.0 $551K 0.01% +3K +41.7% $52.01 +4.8%
422 ESGD ISHARES TR 5,761.0 $551K 0.01% -569.0 -9.0% $95.62 +7.6%
423 BHP BHP GROUP LTD Basic Materials 7,499.0 $545K 0.01% +2K +39.5% $72.74 +16.8%
424 DUK DUKE ENERGY CORP NEW Utilities 4,157.0 $544K 0.01% +673.0 +19.3% $130.94 -4.8%
425 MRVL MARVELL TECHNOLOGY INC Technology 5,426.0 $537K 0.01% -2K -22.3% $99.05 +92.5%
426 NSC NORFOLK SOUTHN CORP Industrials 1,870.0 $537K 0.01% +50.0 +2.8% $287.00 +8.5%
427 GM GENERAL MTRS CO Consumer Cyclical 7,162.0 $534K 0.01% +153.0 +2.2% $74.50 +3.6%
428 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,288.0 $532K 0.01% -2K -13.8% $47.16 +6.3%
429 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,038.0 $528K 0.01% $58.47 +12.4%
430 SPTI SPDR SERIES TRUST 18,428.0 $528K 0.01% NEW $28.66 -1.4%
431 SOUTHSTATE BK CORP 5,702.0 $528K 0.01% -189.0 -3.2% $92.52
432 GSK GSK PLC Healthcare 9,553.0 $527K 0.01% +637.0 +7.1% $55.19 -6.6%
433 DG DOLLAR GEN CORP NEW Consumer Defensive 4,440.0 $527K 0.01% -283.0 -6.0% $118.73 -11.5%
434 FQAL FIDELITY COVINGTON TRUST 7,235.0 $525K 0.01% NEW $72.60 +10.6%
435 CEG CONSTELLATION ENERGY CORP Utilities 1,879.0 $525K 0.01% +272.0 +16.9% $279.27 +2.4%
436 IXUS ISHARES TR 6,053.0 $524K 0.01% -3K -35.7% $86.64 +9.8%
437 EFX EQUIFAX INC Industrials 2,890.0 $520K 0.01% +2K +124.9% $180.07 -9.4%
438 PAVE GLOBAL X FDS 10,224.0 $519K 0.01% -125.0 -1.2% $50.81 +7.3%
439 AOR ISHARES TR 8,027.0 $517K 0.01% $64.35 +6.7%
440 ASX ASE TECHNOLOGY HLDG CO LTD Technology 23,687.0 $514K 0.01% -2K -7.1% $21.68 +50.6%
Page 22 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%