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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 3 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HCA HCA HEALTHCARE INC Healthcare 121,087.0 $47.2M 0.56% +2K +1.8% $389.89 +10.1%
42 IYG ISHARES TR 487,555.0 $44.1M 0.53% -278K -36.3% $90.47 +8.1%
43 VWO VANGUARD INTL EQUITY INDEX F 679,916.0 $40.6M 0.48% +191K +39.1% $59.69 +0.5%
44 DIS DISNEY WALT CO Communication Services 409,034.0 $39.4M 0.47% +16K +4.0% $96.25 +14.9%
45 ITA ISHARES TR 157,421.0 $38.2M 0.45% +21K +15.5% $242.42 -3.7%
46 LRCX LAM RESEARCH CORP Technology 83,207.0 $36.1M 0.43% +38K +83.8% $433.33 -28.4%
47 AMD ADVANCED MICRO DEVICES INC Technology 60,549.0 $35.2M 0.42% +23K +61.0% $580.91 -21.4%
48 JMUB J P MORGAN EXCHANGE TRADED F 651,078.0 $33.0M 0.39% +169K +35.2% $50.66 -2.0%
49 INMU BLACKROCK ETF TRUST II 1,354,996.0 $32.9M 0.39% +271K +24.9% $24.25 -2.1%
50 LLY ELI LILLY & CO Healthcare 26,730.0 $32.1M 0.38% +1K +5.6% $1199.42 +4.0%
51 ISHARES TR 638,871.0 $31.7M 0.38% -166K -20.6% $49.55
52 EMXC ISHARES INC 266,453.0 $27.3M 0.32% -2K -0.8% $102.30 -5.8%
53 JPM JPMORGAN CHASE & CO Financial Services 83,239.0 $27.2M 0.32% +3K +3.2% $327.33 +8.9%
54 JBND J P MORGAN EXCHANGE TRADED F 508,429.0 $27.2M 0.32% +79K +18.4% $53.50 -1.4%
55 VBK VANGUARD INDEX FDS 73,173.0 $26.8M 0.32% +20K +38.9% $365.70 -3.0%
56 VEA VANGUARD TAX-MANAGED FDS 372,838.0 $26.6M 0.32% +79K +26.7% $71.25 +2.5%
57 HPE HEWLETT PACKARD ENTERPRISE C Technology 585,562.0 $26.4M 0.31% +420K +253.0% $45.11 +16.2%
58 VBR VANGUARD INDEX FDS 108,531.0 $26.4M 0.31% +11K +11.2% $242.99 +2.2%
59 JNJ JOHNSON & JOHNSON Healthcare 103,310.0 $26.2M 0.31% +11K +11.5% $253.97 +7.5%
60 VEU VANGUARD INTL EQUITY INDEX F 307,490.0 $25.8M 0.31% +86K +38.8% $83.75 +1.7%
Page 3 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%