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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 32 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PPL PPL CORP Utilities 8,445.0 $307K 0.00% +280.0 +3.4% $36.35 -3.6%
622 FUTY FIDELITY COVINGTON TRUST 5,254.0 $307K 0.00% -155.0 -2.9% $58.42 -4.5%
623 FAS DIREXION SHS ETF TR 2,080.0 $306K 0.00% $147.18 +25.2%
624 WWD WOODWARD INC Industrials 712.0 $303K 0.00% -172.0 -19.5% $425.44 -21.7%
625 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 15,187.0 $302K 0.00% -149.0 -1.0% $19.89 +10.4%
626 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,711.0 $302K 0.00% +561.0 +13.5% $64.01 +15.9%
627 BEONE MEDICINES LTD 1,056.0 $301K 0.00% +267.0 +33.8% $284.97
628 SNN SMITH & NEPHEW PLC Healthcare 10,417.0 $300K 0.00% NEW $28.81 +2.8%
629 IDXX IDEXX LABS INC Healthcare 570.0 $300K 0.00% +113.0 +24.7% $526.44 +6.3%
630 COWZ PACER FDS TR 4,823.0 $300K 0.00% -31.0 -0.6% $62.20 +16.0%
631 WCC WESCO INTL INC Industrials 868.0 $300K 0.00% -112.0 -11.4% $345.43 -2.4%
632 HLN HALEON PLC Healthcare 32,099.0 $299K 0.00% +912.0 +2.9% $9.33 +8.9%
633 MOOG INC 706.0 $299K 0.00% NEW $423.84
634 BOTZ GLOBAL X FDS 7,747.0 $294K 0.00% $37.94 -7.1%
635 EXPD EXPEDITORS INTL WASH INC Industrials 1,803.0 $294K 0.00% +271.0 +17.7% $162.98 +15.2%
636 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,868.0 $293K 0.00% -8K -74.8% $102.25 -6.9%
637 FLR FLUOR CORP NEW Industrials 5,561.0 $291K 0.00% $52.39 -2.1%
638 XLB SELECT SECTOR SPDR TR 5,721.0 $291K 0.00% -286.0 -4.8% $50.83 +5.4%
639 LEU CENTRUS ENERGY CORP Energy 1,730.0 $290K 0.00% -552.0 -24.2% $167.87 +5.5%
640 DOC HEALTHPEAK PROPERTIES INC Real Estate 13,511.0 $289K 0.00% +3K +33.8% $21.40 +1.1%
Page 32 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%