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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 31 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HONEYWELL INTL INC 1,460.0 $327K 0.00% NEW $224.29
602 PINNACLE FINL PARTNERS INC 3,241.0 $327K 0.00% +49.0 +1.5% $100.88
603 TYG TORTOISE ENERGY INFRA CORP Financial Services 7,619.0 $327K 0.00% $42.87 +0.9%
604 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4,362.0 $326K 0.00% +953.0 +28.0% $74.81 +1.2%
605 HYDB ISHARES TR 6,972.0 $326K 0.00% NEW $46.77 -0.1%
606 SUB ISHARES TR 3,062.0 $326K 0.00% -2K -33.6% $106.47 -0.1%
607 TMFC RBB FD INC 4,240.0 $323K 0.00% $76.16 +3.3%
608 TGT TARGET CORP Consumer Defensive 2,463.0 $322K 0.00% +725.0 +41.7% $130.63 +25.1%
609 DGX QUEST DIAGNOSTICS INC Healthcare 1,517.0 $322K 0.00% +377.0 +33.1% $211.95 +15.4%
610 DASH DOORDASH INC Communication Services 1,737.0 $321K 0.00% +112.0 +6.9% $184.53 +26.5%
611 IGM ISHARES TR 1,953.0 $319K 0.00% -489.0 -20.0% $163.58 -3.4%
612 ROKU ROKU INC Communication Services 2,307.0 $319K 0.00% NEW $138.14 +15.7%
613 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,316.0 $317K 0.00% +19.0 +1.5% $240.97 +8.0%
614 IEV ISHARES TR 4,341.0 $316K 0.00% $72.85 +4.7%
615 CGDV CAPITAL GROUP DIVIDEND VALUE 6,384.0 $315K 0.00% $49.28 +1.7%
616 RGA REINSURANCE GROUP AMER INC Financial Services 1,464.0 $311K 0.00% +127.0 +9.5% $212.65 +15.0%
617 VV VANGUARD INDEX FDS 903.0 $311K 0.00% +35.0 +4.0% $343.91 +2.6%
618 CDW CDW CORP Technology 2,205.0 $310K 0.00% NEW $140.64 +1.0%
619 FAST FASTENAL CO Industrials 6,416.0 $308K 0.00% -1K -18.4% $48.03 +4.7%
620 HONEYWELL AEROSPACE INC 1,391.0 $308K 0.00% NEW $221.08
Page 31 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%