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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 24 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IGEB ISHARES TR 12,175.0 $549K 0.01% +2K +16.4% $45.11 -1.6%
462 SOVF ELEVATION SERIES TRUST 18,300.0 $544K 0.01% $29.72 +8.2%
463 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 773.0 $544K 0.01% -25.0 -3.1% $703.34 -0.7%
464 BALI BLACKROCK ETF TRUST 16,012.0 $542K 0.01% +3K +21.5% $33.83 +2.6%
465 SUSB ISHARES TR 21,482.0 $537K 0.01% NEW $24.99 -0.4%
466 ATI ATI INC Industrials 2,722.0 $537K 0.01% +824.0 +43.4% $197.10 +7.9%
467 AEP AMERICAN ELEC PWR CO INC Utilities 3,920.0 $536K 0.01% +367.0 +10.3% $136.82 -9.8%
468 VXUS VANGUARD STAR FDS 6,269.0 $536K 0.01% +177.0 +2.9% $85.48 +2.7%
469 BIDD BLACKROCK ETF TRUST 17,794.0 $534K 0.01% +5K +37.0% $30.02 +3.3%
470 ABNB AIRBNB INC Consumer Cyclical 3,729.0 $534K 0.01% -143.0 -3.7% $143.10 +31.4%
471 FERG FERGUSON ENTERPRISES INC Industrials 2,246.0 $533K 0.01% +349.0 +18.4% $237.33 -0.6%
472 CR CRANE COMPANY Industrials 2,388.0 $533K 0.01% +60.0 +2.6% $223.07 -6.0%
473 NOC NORTHROP GRUMMAN CORP Industrials 1,045.0 $532K 0.01% -163.0 -13.5% $509.49 +7.9%
474 NVO NOVO-NORDISK A S Healthcare 10,991.0 $527K 0.01% +2K +22.5% $47.94 -1.6%
475 CLS CELESTICA INC Technology 1,438.0 $525K 0.01% +684.0 +90.7% $364.80 -15.8%
476 LNG CHENIERE ENERGY INC Energy 2,163.0 $517K 0.01% -670.0 -23.6% $239.01 +18.9%
477 GSK GSK PLC Healthcare 9,728.0 $510K 0.01% +175.0 +1.8% $52.42 -1.9%
478 AUR AURORA INNOVATION INC Technology 74,414.0 $508K 0.01% +22K +40.7% $6.82 -15.6%
479 GDX VANECK ETF TRUST 6,720.0 $507K 0.01% $75.45 +35.7%
480 ENB ENBRIDGE INC Energy 9,331.0 $506K 0.01% +1K +13.2% $54.21 -7.1%
Page 24 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%