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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 40 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ONMD ONEMEDNET CORP Healthcare 97,413.0 $69K 0.00% +86K +758.9% $0.71 -17.0%
782 LYG LLOYDS BANKING GROUP PLC Financial Services 10,956.0 $64K 0.00% +717.0 +7.0% $5.83 +3.6%
783 GAB GABELLI EQUITY TR INC Financial Services 10,770.0 $61K 0.00% $5.66 +0.4%
784 PLUG PLUG PWR INC Industrials 10,201.0 $28K -94.0 -0.9% $2.71 -19.9%
785 SKY HARBOUR GROUP CORPORATIO 49,068.0 $23K $0.46
786 MBOT MICROBOT MED INC Healthcare 10,000.0 $20K $1.95 -24.1%
787 WWR WESTWATER RES INC Basic Materials 29,500.0 $15K $0.51 +14.8%
788 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 20,000.0 $5K $0.26 -30.7%
789 ESS TECH INC 253,555.0 $1K $0.01
Page 40 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%