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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 38 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IXN ISHARES TR 1,460.0 $211K 0.00% NEW $144.48 -5.3%
742 CNC CENTENE CORP DEL Healthcare 3,283.0 $211K 0.00% NEW $64.19 +2.3%
743 FNDX SCHWAB STRATEGIC TR 6,758.0 $210K 0.00% NEW $31.10 +4.7%
744 HST HOST HOTELS & RESORTS INC Real Estate 8,855.0 $210K 0.00% NEW $23.71 -2.2%
745 HOOD ROBINHOOD MKTS INC Financial Services 2,091.0 $210K 0.00% NEW $100.28 +3.3%
746 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,244.0 $210K 0.00% NEW $168.54 -9.2%
747 QQQM INVESCO EXCH TRADED FD TR II 690.0 $209K 0.00% NEW $302.98 -4.0%
748 VIOG VANGUARD ADMIRAL FDS INC 1,362.0 $209K 0.00% NEW $153.44 -2.9%
749 EXC EXELON CORP Utilities 4,456.0 $208K 0.00% NEW $46.62 -4.9%
750 TROW PRICE T ROWE GROUP INC Financial Services 1,806.0 $205K 0.00% NEW $113.69 -1.2%
751 EMLC VANECK ETF TRUST 8,008.0 $205K 0.00% NEW $25.56 +1.0%
752 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,242.0 $204K 0.00% NEW $91.20 -18.6%
753 FNF FIDELITY NATL FINL INC Financial Services 4,335.0 $204K 0.00% NEW $47.16 +0.6%
754 DHI D R HORTON INC Consumer Cyclical 1,255.0 $204K 0.00% NEW $162.88 -8.5%
755 LPLA LPL FINL HLDGS INC Financial Services 725.0 $204K 0.00% +36.0 +5.2% $281.68 +29.3%
756 RGTI RIGETTI COMPUTING INC Technology 10,557.0 $204K 0.00% NEW $19.32 -15.3%
757 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,652.0 $204K 0.00% NEW $123.44 -4.8%
758 TNA DIREXION SHARES ETF TRUST 2,711.0 $204K 0.00% NEW $75.11 -4.6%
759 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,325.0 $203K 0.00% NEW $152.96 -25.4%
760 PAYC PAYCOM SOFTWARE INC Technology 1,611.0 $202K 0.00% NEW $125.68 +82.7%
Page 38 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%