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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 35 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CORPAY INC 751.0 $250K 0.00% +11.0 +1.5% $333.27
682 DFLV DIMENSIONAL ETF TRUST 6,314.0 $250K 0.00% NEW $39.54 +6.4%
683 SOUN SOUNDHOUND AI INC Technology 38,494.0 $249K 0.00% -45K -54.0% $6.47 +8.2%
684 USMV ISHARES TR 2,565.0 $247K 0.00% $96.47 +5.3%
685 BXP BXP INC Real Estate 3,730.0 $247K 0.00% NEW $66.31 +5.5%
686 ESS ESSEX PPTY TR INC Real Estate 843.0 $246K 0.00% $291.59 +0.7%
687 CRWV COREWEAVE INC Technology 2,457.0 $245K 0.00% NEW $99.54 -13.4%
688 TWLO TWILIO INC Communication Services 1,184.0 $244K 0.00% NEW $206.33 +7.9%
689 TKO TKO GROUP HOLDINGS INC Communication Services 1,211.0 $244K 0.00% NEW $201.31 -3.9%
690 PBR PETROLEO BRASILEIRO S A Energy 15,081.0 $244K 0.00% NEW $16.16 +15.1%
691 TDY TELEDYNE TECHNOLOGIES INC Technology 364.0 $243K 0.00% -23.0 -5.9% $666.90 -6.3%
692 DOV DOVER CORP Industrials 1,071.0 $240K 0.00% -32.0 -2.9% $224.28 -9.2%
693 SECU BLACKROCK ETF TRUST II 4,796.0 $239K 0.00% NEW $49.86 -0.5%
694 NEM NEWMONT CORP Basic Materials 2,557.0 $239K 0.00% +705.0 +38.1% $93.40 +41.2%
695 R RYDER SYS INC Industrials 905.0 $239K 0.00% NEW $263.77 -7.1%
696 NOK NOKIA CORP Technology 17,940.0 $238K 0.00% NEW $13.28 -25.0%
697 CYTK CYTOKINETICS INC Healthcare 2,792.0 $238K 0.00% NEW $85.19 -9.5%
698 IVT INVENTRUST PPTYS CORP Real Estate 6,692.0 $237K 0.00% NEW $35.40 -7.3%
699 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,043.0 $237K 0.00% -600.0 -36.5% $226.81 -20.9%
700 IJJ ISHARES TR 1,600.0 $236K 0.00% -24.0 -1.5% $147.73 +0.4%
Page 35 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%