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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 23 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XLP SELECT SECTOR SPDR TR 7,008.0 $582K 0.01% -1K -12.7% $83.07 +4.0%
442 AVUS AMERICAN CENTY ETF TR 4,539.0 $581K 0.01% $128.08 +1.9%
443 ROM PROSHARES TR 3,743.0 $581K 0.01% -72.0 -1.9% $155.20 -10.4%
444 ING ING GROEP N.V. Financial Services 18,503.0 $581K 0.01% -206.0 -1.1% $31.38 +13.2%
445 VOOG VANGUARD ADMIRAL FDS INC 7,007.0 $579K 0.01% +6K +559.2% $82.62 +0.7%
446 ACWI ISHARES TR 3,683.0 $578K 0.01% -1K -26.1% $156.97 +2.5%
447 VTR VENTAS INC Real Estate 6,442.0 $572K 0.01% +1K +19.1% $88.80 +5.5%
448 ACN ACCENTURE PLC IRELAND Technology 4,577.0 $570K 0.01% -493.0 -9.7% $124.44 +46.2%
449 STT STATE STR CORP Financial Services 3,351.0 $568K 0.01% -4K -52.0% $169.60 +14.1%
450 MRSH MARSH & MCLENNAN COS INC Financial Services 3,387.0 $565K 0.01% +437.0 +14.8% $166.67 +16.7%
451 JEPQ J P MORGAN EXCHANGE TRADED F 9,178.0 $564K 0.01% +2K +36.6% $61.46 -2.8%
452 ITM VANECK ETF TRUST 11,945.0 $561K 0.01% -11K -47.0% $46.99 -2.2%
453 AOR ISHARES TR 8,066.0 $561K 0.01% $69.50 +0.6%
454 LAMR LAMAR ADVERTISING CO Real Estate 3,584.0 $559K 0.01% +541.0 +17.8% $155.98 -2.4%
455 OKE ONEOK INC NEW Energy 6,404.0 $557K 0.01% +149.0 +2.4% $86.94 +8.8%
456 WBD WARNER BROS DISCOVERY INC Communication Services 20,779.0 $554K 0.01% -17K -44.4% $26.66 +8.0%
457 IVZ INVESCO LTD Financial Services 20,931.0 $552K 0.01% +134.0 +0.6% $26.39 +25.4%
458 DAX GLOBAL X FDS 12,506.0 $552K 0.01% NEW $44.17 +7.4%
459 CNI CANADIAN NATL RY CO Industrials 4,625.0 $551K 0.01% +434.0 +10.4% $119.24 +7.5%
460 SGVT SCHWAB STRATEGIC TR 5,459.0 $550K 0.01% NEW $100.74 -0.0%
Page 23 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%