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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 22 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,822.0 $639K 0.01% +465.0 +10.7% $132.52 +5.7%
422 CTVA CORTEVA INC Basic Materials 7,541.0 $639K 0.01% $84.69 -1.7%
423 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 5,178.0 $637K 0.01% -31K -85.8% $123.11 +31.4%
424 EVUS ISHARES TR 18,048.0 $634K 0.01% +373.0 +2.1% $35.11 +6.3%
425 CGGR CAPITAL GROUP GROWTH ETF 13,229.0 $624K 0.01% -512.0 -3.7% $47.20 -0.8%
426 BTI BRITISH AMERN TOB PLC Consumer Defensive 10,002.0 $618K 0.01% +964.0 +10.7% $61.76 -6.7%
427 SPTI SPDR SERIES TRUST 21,741.0 $617K 0.01% +3K +18.0% $28.39 -0.8%
428 GPN GLOBAL PMTS INC Industrials 8,484.0 $616K 0.01% -170.0 -2.0% $72.56 +28.6%
429 IJH ISHARES TR 7,980.0 $615K 0.01% +1K +17.5% $77.11 -0.6%
430 EFG ISHARES TR 4,937.0 $614K 0.01% +921.0 +22.9% $124.42 +0.9%
431 VTRS VIATRIS INC Healthcare 38,645.0 $614K 0.01% +2K +6.0% $15.88 +6.1%
432 MCK MCKESSON CORP Healthcare 806.0 $609K 0.01% +68.0 +9.2% $755.60 +18.3%
433 CLOA BLACKROCK ETF TRUST II 11,600.0 $602K 0.01% +4K +44.7% $51.91 +0.1%
434 VMC VULCAN MATLS CO Basic Materials 2,041.0 $602K 0.01% -183.0 -8.2% $295.02 -7.5%
435 GM GENERAL MTRS CO Consumer Cyclical 7,795.0 $601K 0.01% +633.0 +8.8% $77.08 +11.4%
436 IXUS ISHARES TR 6,264.0 $598K 0.01% +211.0 +3.5% $95.43 +2.9%
437 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,439.0 $597K 0.01% +151.0 +1.3% $52.15 +9.8%
438 NSC NORFOLK SOUTHN CORP Industrials 1,891.0 $595K 0.01% +21.0 +1.1% $314.59 +12.6%
439 IX ORIX CORP Financial Services 15,476.0 $589K 0.01% +3K +25.9% $38.04 +4.2%
440 IALT BLACKROCK ETF TRUST 20,837.0 $584K 0.01% NEW $28.05 +3.0%
Page 22 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%