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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 26 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DMXF ISHARES TR 5,379.0 $406K 0.01% NEW $75.45 +9.8%
502 SVAL ISHARES TR 11,204.0 $403K 0.01% NEW $35.94 +9.7%
503 BIV VANGUARD BD INDEX FDS 5,215.0 $402K 0.01% +999.0 +23.7% $77.18 -1.2%
504 ITW ILLINOIS TOOL WKS INC Industrials 1,533.0 $399K 0.01% +577.0 +60.4% $260.29 -4.0%
505 PYPL PAYPAL HLDGS INC Financial Services 8,810.0 $398K 0.01% -3K -27.5% $45.23 -1.9%
506 ADBE ADOBE INC Technology 1,639.0 $398K 0.01% +513.0 +45.6% $243.08 +0.4%
507 CR CRANE COMPANY Industrials 2,328.0 $398K 0.01% +178.0 +8.3% $171.00 +2.6%
508 LEU CENTRUS ENERGY CORP Energy 2,282.0 $396K 0.01% NEW $173.59 +2.1%
509 FDUS FIDUS INVT CORP Financial Services 22,614.0 $394K 0.01% -2K -9.0% $17.42 +7.6%
510 HAL HALLIBURTON CO Energy 10,038.0 $391K 0.01% NEW $38.99 +7.6%
511 SPAB SPDR SERIES TRUST 15,174.0 $389K 0.01% NEW $25.62 -1.1%
512 IGRO ISHARES TR 4,638.0 $389K 0.01% NEW $83.77 +5.8%
513 BALL BALL CORP Consumer Cyclical 6,536.0 $386K 0.01% +2K +44.0% $59.11 -4.7%
514 LAMR LAMAR ADVERTISING CO Real Estate 3,043.0 $385K 0.01% NEW $126.66 +20.5%
515 IFRA ISHARES TR 6,701.0 $383K 0.01% +78.0 +1.2% $57.20 +5.8%
516 TYG TORTOISE ENERGY INFRA CORP Financial Services 7,619.0 $380K 0.01% $49.85 -7.0%
517 AIG AMERICAN INTL GROUP INC Financial Services 5,047.0 $380K 0.01% +120.0 +2.4% $75.25 +4.5%
518 JEPQ J P MORGAN EXCHANGE TRADED F 6,720.0 $373K 0.01% NEW $55.52 +8.3%
519 AMT AMERICAN TOWER CORP NEW Real Estate 2,158.0 $372K 0.01% +419.0 +24.1% $172.60 +6.5%
520 BIDD BLACKROCK ETF TRUST 12,992.0 $369K 0.01% +6K +81.1% $28.43 +11.0%
Page 26 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%