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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 33 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SLB SLB LIMITED Energy 6,188.0 $288K 0.00% +790.0 +14.6% $46.49 +16.2%
642 SHW SHERWIN WILLIAMS CO Basic Materials 828.0 $285K 0.00% +145.0 +21.2% $344.32 +0.7%
643 EMQQ EXCHANGE TRADED CONCEPTS TRU 9,090.0 $284K 0.00% $31.20 +8.7%
644 PD PAGERDUTY INC Technology 29,324.0 $283K 0.00% $9.65 +28.5%
645 EWJ ISHARES INC 3,033.0 $283K 0.00% +18.0 +0.6% $93.27 +1.7%
646 ST SENSATA TECHNOLOGIES HLDG PL Technology 5,921.0 $283K 0.00% NEW $47.74 -12.1%
647 EBAY EBAY INC. Consumer Cyclical 2,522.0 $282K 0.00% NEW $111.75 -4.2%
648 FORM FORMFACTOR INC Technology 1,745.0 $279K 0.00% NEW $159.93 -32.5%
649 RPRX ROYALTY PHARMA PLC Healthcare 4,974.0 $279K 0.00% +213.0 +4.5% $56.07 +9.4%
650 POWR ISHARES INC 9,945.0 $278K 0.00% NEW $27.96 -7.9%
651 XCOR FUNDX INVT TR 3,042.0 $276K 0.00% NEW $90.60 -3.1%
652 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 24,703.0 $275K 0.00% +6K +34.5% $11.15 -8.9%
653 WDAY WORKDAY INC Technology 2,249.0 $275K 0.00% NEW $122.42 +62.7%
654 DB DEUTSCHE BANK A G Financial Services 8,087.0 $273K 0.00% +1K +16.6% $33.76 +13.8%
655 AVB AVALONBAY CMNTYS INC Real Estate 1,442.0 $272K 0.00% -293.0 -16.9% $188.69 -65.1%
656 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,338.0 $272K 0.00% -3K -15.8% $17.73 -3.9%
657 BE BLOOM ENERGY CORP Industrials 893.0 $270K 0.00% NEW $302.70 -32.6%
658 SCHO SCHWAB STRATEGIC TR 11,134.0 $269K 0.00% -25K -69.0% $24.14 -0.2%
659 OXY OCCIDENTAL PETE CORP Energy 5,506.0 $267K 0.00% -76.0 -1.4% $48.57 +23.8%
660 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,016.0 $266K 0.00% +47.0 +4.8% $261.37 +34.2%
Page 33 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%