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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 23 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CI THE CIGNA GROUP Healthcare 1,921.0 $512K 0.01% -28.0 -1.4% $266.75 +5.7%
442 MRSH MARSH & MCLENNAN COS INC Financial Services 2,950.0 $512K 0.01% +20.0 +0.7% $173.45 -4.8%
443 IVZ INVESCO LTD Financial Services 20,797.0 $505K 0.01% -607.0 -2.8% $24.29 +11.1%
444 AVUS AMERICAN CENTY ETF TR 4,529.0 $504K 0.01% +841.0 +22.8% $111.18 +12.6%
445 CIEN CIENA CORP Technology 1,285.0 $499K 0.01% -417.0 -24.5% $388.23 +51.3%
446 APD AIR PRODS & CHEMS INC Basic Materials 1,709.0 $496K 0.01% +230.0 +15.6% $290.49 -0.1%
447 ELV ELEVANCE HEALTH INC Healthcare 1,689.0 $494K 0.01% +210.0 +14.2% $292.75 +33.2%
448 VRT VERTIV HOLDINGS CO Industrials 1,968.0 $493K 0.01% -93.0 -4.5% $250.58 +26.0%
449 SNOW SNOWFLAKE INC Technology 3,268.0 $493K 0.01% -73.0 -2.2% $150.82 +10.7%
450 VTRS VIATRIS INC Healthcare 36,444.0 $492K 0.01% +7K +25.7% $13.51 +22.8%
451 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 798.0 $492K 0.01% +331.0 +70.9% $616.76 +7.9%
452 SUB ISHARES TR 4,612.0 $491K 0.01% -2K -33.5% $106.50 -0.3%
453 CBRE CBRE GROUP INC Real Estate 3,623.0 $491K 0.01% +595.0 +19.6% $135.46 -3.3%
454 SOVF ELEVATION SERIES TRUST 18,300.0 $491K 0.01% $26.81 +5.4%
455 ABNB AIRBNB INC Consumer Cyclical 3,872.0 $489K 0.01% +1K +44.6% $126.28 +6.3%
456 ING ING GROEP N.V. Financial Services 18,709.0 $487K 0.01% +2K +10.0% $26.05 +17.7%
457 PFFD GLOBAL X FDS 26,433.0 $486K 0.01% NEW $18.40 +2.2%
458 TOTALENERGIES SE 5,341.0 $486K 0.01% +604.0 +12.8% $90.98
459 CNQ CANADIAN NAT RES LTD Energy 9,962.0 $485K 0.01% -73.0 -0.7% $48.73 -0.1%
460 EZU ISHARES INC 7,649.0 $479K 0.01% +3K +51.4% $62.64 +9.0%
Page 23 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%