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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 29 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MPWR MONOLITHIC PWR SYS INC Technology 284.0 $311K 0.00% +58.0 +25.7% $1093.35 +42.8%
562 GPC GENUINE PARTS CO Consumer Cyclical 2,913.0 $308K 0.00% +118.0 +4.2% $105.75 -7.7%
563 AER AERCAP HOLDINGS NV Industrials 2,223.0 $305K 0.00% +575.0 +34.9% $137.18 +1.7%
564 MAA MID-AMER APT CMNTYS INC Real Estate 2,492.0 $304K 0.00% -49.0 -1.9% $122.12 +6.5%
565 COWZ PACER FDS TR 4,854.0 $304K 0.00% -2K -30.8% $62.56 +1.3%
566 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 161.0 $303K 0.00% +34.0 +26.8% $1884.66 +5.6%
567 HEFA ISHARES TR 7,084.0 $301K 0.00% NEW $42.50 +6.8%
568 HSY HERSHEY CO Consumer Defensive 1,447.0 $301K 0.00% NEW $207.89 -8.4%
569 EMQQ EXCHANGE TRADED CONCEPTS TRU 9,090.0 $301K 0.00% $33.08 -0.6%
570 BAP CREDICORP LTD Financial Services 886.0 $301K 0.00% +125.0 +16.4% $339.18 +1.4%
571 XLB SELECT SECTOR SPDR TR 6,007.0 $300K 0.00% +1K +28.4% $49.97 +0.1%
572 IQVIA HLDGS INC 1,756.0 $299K 0.00% +454.0 +34.9% $170.54
573 ROM PROSHARES TR 3,815.0 $299K 0.00% NEW $78.40 +78.0%
574 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9,284.0 $297K 0.00% NEW $32.01 +2.5%
575 MEAR ISHARES U S ETF TR 5,883.0 $296K 0.00% NEW $50.34 -0.3%
576 IEV ISHARES TR 4,351.0 $296K 0.00% +427.0 +10.9% $67.94 +7.4%
577 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,150.0 $295K 0.00% +231.0 +5.9% $71.18 -9.6%
578 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 33,851.0 $293K 0.00% +4K +11.9% $8.66 +8.4%
579 CPRT COPART INC Industrials 8,749.0 $290K 0.00% +747.0 +9.3% $33.20 +3.6%
580 IGM ISHARES TR 2,442.0 $289K 0.00% -239.0 -8.9% $118.51 +31.5%
Page 29 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%