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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 30 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HBAN HUNTINGTON BANCSHARES INC Financial Services 18,215.0 $285K 0.00% +5K +34.8% $15.65 +1.3%
582 RJF RAYMOND JAMES FINL INC Financial Services 1,968.0 $285K 0.00% NEW $144.79 +5.0%
583 BDX BECTON DICKINSON & CO Healthcare 1,804.0 $284K 0.00% $157.23 -7.0%
584 AVB AVALONBAY CMNTYS INC Real Estate 1,735.0 $283K 0.00% -132.0 -7.1% $163.35 +12.7%
585 RTO RENTOKIL INITIAL PLC Industrials 8,976.0 $283K 0.00% NEW $31.48 +1.5%
586 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 969.0 $282K 0.00% +72.0 +8.0% $290.70 -12.6%
587 TMFC RBB FD INC 4,240.0 $280K 0.00% $65.97 +17.3%
588 SLB SLB LIMITED Energy 5,398.0 $277K 0.00% -770.0 -12.5% $51.39 +11.5%
589 BRO BROWN & BROWN INC Financial Services 4,253.0 $277K 0.00% +1K +34.4% $65.21 -10.3%
590 ATI ATI INC Industrials 1,898.0 $276K 0.00% NEW $145.46 +10.3%
591 PINNACLE FINL PARTNERS INC 3,192.0 $275K 0.00% NEW $86.14
592 RELX RELX PLC Communication Services 8,243.0 $273K 0.00% NEW $33.15 +1.4%
593 BSV VANGUARD BD INDEX FDS 3,483.0 $273K 0.00% NEW $78.41 -0.7%
594 RGA REINSURANCE GROUP AMER INC Financial Services 1,337.0 $273K 0.00% NEW $204.16 +4.9%
595 ALLY ALLY FINL INC Financial Services 6,937.0 $272K 0.00% +1K +18.9% $39.23 +9.0%
596 CGDV CAPITAL GROUP DIVIDEND VALUE 6,384.0 $272K 0.00% -693.0 -9.8% $42.54 +12.6%
597 SNY SANOFI SA Healthcare 5,592.0 $269K 0.00% NEW $48.18 -7.3%
598 WCC WESCO INTL INC Industrials 980.0 $268K 0.00% NEW $273.62 +27.9%
599 PBF PBF ENERGY INC Energy 5,616.0 $267K 0.00% NEW $47.62 -18.0%
600 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,333.0 $263K 0.00% -227.0 -14.6% $197.50 +19.8%
Page 30 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%