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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 30 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DTE DTE ENERGY CO Utilities 2,275.0 $347K 0.00% NEW $152.37 -11.0%
582 MAA MID-AMER APT CMNTYS INC Real Estate 2,493.0 $346K 0.00% $138.94 -4.2%
583 NML NEUBERGER ENGY INFRSTR & INC Financial Services 34,146.0 $346K 0.00% $10.14 +2.7%
584 DG DOLLAR GEN CORP NEW Consumer Defensive 3,006.0 $346K 0.00% -1K -32.3% $115.11 +8.9%
585 BLOCK INC 4,551.0 $346K 0.00% -809.0 -15.1% $76.00
586 RNR RENAISSANCERE HLDGS LTD Financial Services 1,085.0 $344K 0.00% +204.0 +23.2% $316.90 +4.0%
587 DFAW DIMENSIONAL ETF TRUST 4,124.0 $341K 0.00% NEW $82.79 +2.7%
588 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 164.0 $341K 0.00% +3.0 +1.9% $2080.79 +4.9%
589 TDW TIDEWATER INC NEW Energy 5,116.0 $341K 0.00% $66.63 +39.5%
590 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,025.0 $341K 0.00% +741.0 +8.0% $34.00 +11.9%
591 HAL HALLIBURTON CO Energy 10,009.0 $340K 0.00% $33.95 +2.0%
592 CME CME GROUP INC Financial Services 1,519.0 $335K 0.00% -1K -46.8% $220.83 +26.4%
593 ALLY ALLY FINL INC Financial Services 7,298.0 $335K 0.00% +361.0 +5.2% $45.95 -7.6%
594 HTLD HEARTLAND EXPRESS INC Industrials 22,003.0 $335K 0.00% NEW $15.22 -17.8%
595 IQVIA HLDGS INC 1,730.0 $334K 0.00% -26.0 -1.5% $193.22
596 BRX BRIXMOR PPTY GROUP INC Real Estate 10,594.0 $334K 0.00% NEW $31.53 -6.2%
597 MCO MOODYS CORP Financial Services 736.0 $333K 0.00% +149.0 +25.4% $452.92 +12.9%
598 XLRE SELECT SECTOR SPDR TR 7,557.0 $333K 0.00% -620.0 -7.6% $44.03 +3.0%
599 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 33,851.0 $332K 0.00% $9.81 +0.6%
600 AMP AMERIPRISE FINL INC Financial Services 716.0 $328K 0.00% +161.0 +29.0% $458.76 +22.3%
Page 30 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%