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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 39 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VNO VORNADO RLTY TR Real Estate 5,110.0 $201K 0.00% NEW $39.30 -1.1%
762 PHM PULTE GROUP INC Consumer Cyclical 1,461.0 $200K 0.00% NEW $137.21 -5.5%
763 TMC TMC THE METALS COMPANY INC Basic Materials 43,050.0 $191K 0.00% +3K +7.4% $4.43 +7.0%
764 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 10,038.0 $184K 0.00% $18.37 +30.8%
765 RKT ROCKET COS INC Financial Services 11,094.0 $175K 0.00% -224.0 -2.0% $15.75 -10.5%
766 ORN ORION GROUP HLDGS INC Industrials 10,020.0 $169K 0.00% $16.82 -45.9%
767 VOD VODAFONE GROUP PLC Communication Services 12,648.0 $167K 0.00% NEW $13.22 +20.8%
768 USA LIBERTY ALL STAR EQUITY FD Financial Services 27,893.0 $162K 0.00% NEW $5.81 +3.3%
769 ETHA ISHARES ETHEREUM TR Financial Services 13,092.0 $156K 0.00% +2K +15.7% $11.89 +56.9%
770 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 12,479.0 $148K 0.00% NEW $11.90 -4.1%
771 EFT EATON VANCE FLTING RATE INC Financial Services 11,960.0 $129K 0.00% $10.80 -0.6%
772 ACHR ARCHER AVIATION INC Industrials 24,743.0 $117K 0.00% +4K +18.2% $4.73 +28.3%
773 SMR NUSCALE PWR CORP Utilities 11,376.0 $114K 0.00% +210.0 +1.9% $10.03 -9.8%
774 TORTOISE CAPITAL SERIES TRUS 11,520.0 $112K 0.00% $9.71
775 PUTNAM ETF TRUST 12,475.0 $106K 0.00% $8.48
776 ABEV AMBEV SA Consumer Defensive 30,725.0 $96K 0.00% -4K -11.4% $3.14 -7.0%
777 JFR NUVEEN FLOATING RATE INCOME Financial Services 12,487.0 $96K 0.00% $7.67 -2.0%
778 KODK EASTMAN KODAK CO Industrials 10,000.0 $92K 0.00% $9.25 +4.6%
779 STLA STELLANTIS N.V Consumer Cyclical 12,583.0 $72K 0.00% NEW $5.74 -9.1%
780 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 10,750.0 $70K 0.00% $6.53 +2.1%
Page 39 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%