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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 34 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WTFC WINTRUST FINL CORP Financial Services 1,641.0 $264K 0.00% +12.0 +0.7% $160.72 -5.4%
662 FIDI FIDELITY COVINGTON TRUST 9,626.0 $263K 0.00% NEW $27.37 +8.2%
663 RTO RENTOKIL INITIAL PLC Industrials 9,207.0 $263K 0.00% +231.0 +2.6% $28.61 -16.8%
664 UAL UNITED AIRLS HLDGS INC Industrials 1,932.0 $263K 0.00% NEW $135.99 -16.5%
665 AVY AVERY DENNISON CORP Industrials 1,617.0 $263K 0.00% NEW $162.35 +13.1%
666 ROIV ROIVANT SCIENCES LTD Healthcare 7,386.0 $261K 0.00% NEW $35.39 +2.7%
667 AX AXOS FINANCIAL INC Financial Services 2,683.0 $261K 0.00% $97.39 -0.5%
668 PPG PPG INDS INC Basic Materials 2,154.0 $261K 0.00% -3K -59.8% $121.29 -6.6%
669 NULV NUSHARES ETF TR 5,218.0 $261K 0.00% $49.99 +6.9%
670 CPT CAMDEN PPTY TR Real Estate 2,272.0 $260K 0.00% NEW $114.49 -4.7%
671 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,733.0 $260K 0.00% NEW $54.90 -18.1%
672 SNPS SYNOPSYS INC Technology 581.0 $259K 0.00% -46.0 -7.3% $446.07 -11.6%
673 DXJ WISDOMTREE TR 1,477.0 $256K 0.00% $173.52 +2.1%
674 PBF PBF ENERGY INC Energy 5,625.0 $256K 0.00% $45.52 +52.7%
675 CWI SPDR INDEX SHS FDS 6,285.0 $256K 0.00% -203.0 -3.1% $40.67 +1.5%
676 PSA PUBLIC STORAGE Real Estate 796.0 $253K 0.00% -51.0 -6.0% $318.31 +2.1%
677 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,344.0 $253K 0.00% -24.0 -1.8% $188.34 -24.1%
678 GWW WW GRAINGER INC Industrials 185.0 $252K 0.00% NEW $1360.40 -2.8%
679 HAS HASBRO INC Consumer Cyclical 3,037.0 $251K 0.00% -525.0 -14.7% $82.59 +15.5%
680 JLL JONES LANG LASALLE INC Real Estate 808.0 $250K 0.00% NEW $309.95 +24.9%
Page 34 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%