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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 26 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ESGD ISHARES TR 4,615.0 $474K 0.01% -1K -19.9% $102.81 +4.8%
502 WEC WEC ENERGY GROUP INC Utilities 4,057.0 $474K 0.01% +333.0 +8.9% $116.77 -8.6%
503 IWX ISHARES TR 4,492.0 $472K 0.01% +988.0 +28.2% $105.16 +7.4%
504 EFX EQUIFAX INC Industrials 2,975.0 $472K 0.01% +85.0 +2.9% $158.72 +20.9%
505 DMXF ISHARES TR 5,574.0 $472K 0.01% +195.0 +3.6% $84.60 +3.3%
506 PHVS PHARVARIS N V Healthcare 13,595.0 $470K 0.01% NEW $34.58 +7.7%
507 SVAL ISHARES TR 11,204.0 $468K 0.01% $41.79 +3.7%
508 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,047.0 $465K 0.01% -2K -29.9% $92.09 -1.9%
509 ARGX ARGENX SE Healthcare 500.0 $464K 0.01% $927.77 +9.9%
510 YUM YUM BRANDS INC Consumer Cyclical 2,890.0 $462K 0.01% +34.0 +1.2% $159.86 -2.2%
511 ICLN ISHARES TR 22,495.0 $461K 0.01% +9K +71.6% $20.49 -13.9%
512 PKG PACKAGING CORP AMER Consumer Cyclical 1,934.0 $461K 0.01% -64.0 -3.2% $238.28 +3.5%
513 XAR SPDR SERIES TRUST 1,616.0 $459K 0.01% +383.0 +31.1% $283.79 -6.7%
514 AMT AMERICAN TOWER CORP NEW Real Estate 2,787.0 $456K 0.01% +629.0 +29.1% $163.59 +9.2%
515 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,816.0 $454K 0.01% +483.0 +36.2% $249.98 -6.8%
516 BIV VANGUARD BD INDEX FDS 5,855.0 $449K 0.01% +640.0 +12.3% $76.70 -1.0%
517 DDOG DATADOG INC Technology 1,722.0 $448K 0.01% +14.0 +0.8% $260.36 -14.4%
518 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,402.0 $445K 0.01% +83.0 +6.3% $317.53 -7.9%
519 EW EDWARDS LIFESCIENCES CORP Healthcare 4,895.0 $443K 0.01% NEW $90.46 +0.5%
520 BALL BALL CORP Consumer Cyclical 7,078.0 $442K 0.01% +542.0 +8.3% $62.40 +2.7%
Page 26 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%