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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $7.0B AUM 716 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New 396 Added 150 Reduced 45 Exited
Page 36 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ORN ORION GROUP HLDGS INC Industrials 10,020.0 $109K 0.00% $10.90 +25.9%
702 ACHR ARCHER AVIATION INC Industrials 20,933.0 $108K 0.00% +618.0 +3.0% $5.17 +18.4%
703 PUTNAM ETF TRUST 12,475.0 $104K 0.00% $8.32
704 ABEV AMBEV SA Consumer Defensive 34,663.0 $101K 0.00% -7K -17.5% $2.92 +12.0%
705 JFR NUVEEN FLOATING RATE INCOME Financial Services 12,487.0 $94K 0.00% +2K +22.4% $7.52 +0.4%
706 KODK EASTMAN KODAK CO Industrials 10,000.0 $90K 0.00% $9.05 +6.4%
707 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 10,750.0 $63K 0.00% $5.83 +11.3%
708 GAB GABELLI EQUITY TR INC Financial Services 10,770.0 $60K 0.00% +278.0 +2.6% $5.60 -0.5%
709 LYG LLOYDS BANKING GROUP PLC Financial Services 10,239.0 $52K 0.00% NEW $5.03 +7.6%
710 SKY HARBOUR GROUP CORPORATION 49,068.0 $34K NEW $0.70
711 MBOT MICROBOT MED INC Healthcare 10,000.0 $24K NEW $2.41 -26.1%
712 PLUG PLUG PWR INC Industrials 10,295.0 $23K NEW $2.26 +46.5%
713 WWR WESTWATER RES INC Basic Materials 29,500.0 $19K NEW $0.65 -13.1%
714 ONMD ONEMEDNET CORP Healthcare 11,342.0 $10K $0.85 -0.1%
715 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 20,000.0 $7K $0.35 -4.8%
716 ESS TECH INC 253,555.0 $6K NEW $0.02
Page 36 of 36  ·  716 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 30.1%
Financial Services 14.5%
Consumer Cyclical 13.4%
Industrials 12.0%
Healthcare 9.4%
Communication Services 7.7%
Energy 4.5%
Consumer Defensive 3.9%
Utilities 2.7%
Basic Materials 1.2%