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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 29 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FDS FACTSET RESH SYS INC Financial Services 1,625.0 $374K 0.00% NEW $230.08 +28.7%
562 AIZ ASSURANT INC Financial Services 1,390.0 $373K 0.00% NEW $268.53 +6.2%
563 RJF RAYMOND JAMES FINL INC Financial Services 2,450.0 $372K 0.00% +482.0 +24.5% $152.03 +14.9%
564 PYPL PAYPAL HLDGS INC Financial Services 8,614.0 $372K 0.00% -196.0 -2.2% $43.18 +44.2%
565 NTES NETEASE COM INC Technology 2,897.0 $371K 0.00% +954.0 +49.1% $128.14 +0.5%
566 IYR ISHARES TR 3,609.0 $369K 0.00% $102.25 +3.1%
567 BLACKROCK ETF TRUST II 7,393.0 $368K 0.00% +138.0 +1.9% $49.80
568 ADSK AUTODESK INC Technology 1,889.0 $367K 0.00% $194.42 +29.2%
569 JBL JABIL INC Technology 947.0 $365K 0.00% +10.0 +1.1% $385.48 -19.9%
570 ALLO ALLOGENE THERAPEUTICS INC Healthcare 174,258.0 $362K 0.00% +2K +1.2% $2.08 +4.3%
571 USIG ISHARES TR 7,048.0 $361K 0.00% -10K -58.7% $51.29 -1.5%
572 NXPI NXP SEMICONDUCTORS N V Technology 1,280.0 $360K 0.00% +204.0 +19.0% $281.03 -20.0%
573 EWY ISHARES INC 1,781.0 $360K 0.00% +30.0 +1.7% $201.90 -10.8%
574 NEBIUS GROUP N.V. 1,299.0 $359K 0.00% -790.0 -37.8% $276.17
575 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,233.0 $358K 0.00% -60.0 -4.6% $290.59 -9.8%
576 CEG CONSTELLATION ENERGY CORP Utilities 1,417.0 $352K 0.00% -462.0 -24.6% $248.37 +12.1%
577 MAS MASCO CORP Industrials 4,313.0 $351K 0.00% NEW $81.37 -10.4%
578 COPX GLOBAL X FDS 4,555.0 $351K 0.00% $76.97 +25.1%
579 IONQ IONQ INC Technology 6,555.0 $349K 0.00% NEW $53.26 -21.0%
580 SCHF SCHWAB STRATEGIC TR 12,542.0 $347K 0.00% -5K -27.7% $27.70 +3.2%
Page 29 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%