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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 27 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IX ORIX CORP Financial Services 12,297.0 $369K 0.01% +4K +54.2% $29.99 +30.9%
522 SPSM SPDR SERIES TRUST 7,616.0 $368K 0.01% +947.0 +14.2% $48.32 +9.7%
523 HEICO CORP NEW 1,730.0 $365K 0.01% +227.0 +15.1% $211.09
524 FAST FASTENAL CO Industrials 7,861.0 $365K 0.01% +3K +46.9% $46.40 -6.2%
525 ARGX ARGENX SE Healthcare 499.0 $364K 0.01% -40.0 -7.4% $730.25 +11.8%
526 VDC VANGUARD WORLD FD 1,621.0 $364K 0.01% +60.0 +3.8% $224.59 +2.3%
527 TMUS T-MOBILE US INC Communication Services 1,731.0 $364K 0.01% +258.0 +17.5% $210.03 -9.5%
528 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,319.0 $363K 0.01% -595.0 -31.1% $275.18 -7.7%
529 OXY OCCIDENTAL PETE CORP Energy 5,582.0 $363K 0.01% NEW $65.00 -9.5%
530 CCI CROWN CASTLE INC Real Estate 4,448.0 $362K 0.01% NEW $81.31 +13.2%
531 NML NEUBERGER ENGY INFRSTR & INC Financial Services 34,146.0 $359K 0.01% $10.51 -1.1%
532 SPHY SPDR SERIES TRUST 15,019.0 $350K 0.01% -11K -41.4% $23.32 +0.3%
533 F FORD MTR CO Consumer Cyclical 30,252.0 $349K 0.01% +3K +9.9% $11.54 +18.5%
534 BLACKROCK ETF TRUST II 7,255.0 $348K 0.01% $47.98
535 COPX GLOBAL X FDS 4,555.0 $348K 0.01% NEW $76.35 +8.7%
536 DVN DEVON ENERGY CORP NEW Energy 6,859.0 $345K 0.01% +720.0 +11.7% $50.32 -6.4%
537 ISTB ISHARES TR 7,112.0 $345K 0.01% $48.46 -0.6%
538 EME EMCOR GROUP INC Industrials 466.0 $344K 0.01% NEW $738.31 +15.0%
539 IYR ISHARES TR 3,609.0 $341K 0.01% $94.56 +8.5%
540 PZA INVESCO EXCH TRADED FD TR II 14,804.0 $340K 0.01% -22K -59.9% $22.98 -0.2%
Page 27 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%