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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 25 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CBRE CBRE GROUP INC Real Estate 3,753.0 $505K 0.01% +130.0 +3.6% $134.69 +12.6%
482 SMIG ETF SER SOLUTIONS 15,321.0 $503K 0.01% $32.81 -0.8%
483 BLCR BLACKROCK ETF TRUST 9,902.0 $499K 0.01% -390.0 -3.8% $50.37 -2.1%
484 ET ENERGY TRANSFER L P Energy 26,007.0 $497K 0.01% +5K +21.2% $19.12 +9.9%
485 SCHV SCHWAB STRATEGIC TR 14,269.0 $497K 0.01% -278.0 -1.9% $34.81 +0.3%
486 AME AMETEK INC Industrials 2,053.0 $497K 0.01% -78.0 -3.7% $241.94 -0.1%
487 NUE NUCOR CORP Basic Materials 2,219.0 $494K 0.01% NEW $222.75 +11.1%
488 PFFD GLOBAL X FDS 26,351.0 $492K 0.01% $18.69 -1.0%
489 ACWX ISHARES TR 6,466.0 $492K 0.01% -38.0 -0.6% $76.11 +2.8%
490 MFG MIZUHO FINANCIAL GROUP INC Financial Services 50,977.0 $488K 0.01% +10K +25.9% $9.58 +8.7%
491 EZU ISHARES INC 6,970.0 $484K 0.01% -679.0 -8.9% $69.50 +3.0%
492 CART MAPLEBEAR INC Consumer Cyclical 10,207.0 $483K 0.01% NEW $47.35 +8.8%
493 ENTG ENTEGRIS INC Technology 2,687.0 $483K 0.01% -126.0 -4.5% $179.86 -22.8%
494 CMCSA COMCAST CORP NEW Communication Services 19,674.0 $483K 0.01% -5K -20.8% $24.55 +10.4%
495 PBYI PUMA BIOTECHNOLOGY INC Healthcare 59,491.0 $482K 0.01% -30K -33.5% $8.11 +14.9%
496 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,516.0 $482K 0.01% +2K +147.6% $136.95 +35.0%
497 FORTINET INC 3,126.0 $480K 0.01% +567.0 +22.2% $153.62
498 CGGO CAPITAL GROUP GBL GROWTH EQT 11,336.0 $480K 0.01% +4K +59.4% $42.33 -4.0%
499 APD AIR PRODS & CHEMS INC Basic Materials 1,630.0 $478K 0.01% -79.0 -4.6% $293.18 +3.6%
500 TOTALENERGIES SE 6,138.0 $477K 0.01% +797.0 +14.9% $77.76
Page 25 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%