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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 8 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ICVT ISHARES TR 52,786.0 $6.4M 0.08% -9K -15.2% $121.74 -5.8%
142 JIRE J P MORGAN EXCHANGE TRADED F 76,802.0 $6.3M 0.07% +18K +31.3% $82.49 +3.2%
143 ODFL OLD DOMINION FREIGHT LINE IN Industrials 29,065.0 $6.3M 0.07% +2K +8.1% $216.60 -7.0%
144 ACM AECOM Industrials 88,185.0 $6.2M 0.07% +5K +6.1% $69.80 -6.9%
145 GILD GILEAD SCIENCES INC Healthcare 46,394.0 $5.9M 0.07% +945.0 +2.1% $126.34 +16.1%
146 CSCO CISCO SYS INC Technology 49,729.0 $5.8M 0.07% +7K +15.9% $117.46 -6.2%
147 IUSG ISHARES TR 30,596.0 $5.8M 0.07% -2K -5.9% $188.09 +0.2%
148 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 21,060.0 $5.7M 0.07% NEW $271.95 -18.1%
149 IBM INTERNATIONAL BUSINESS MACHS Technology 20,143.0 $5.7M 0.07% -656.0 -3.1% $281.20 -17.8%
150 QQQ INVESCO QQQ TR Financial Services 7,636.0 $5.6M 0.07% +230.0 +3.1% $736.36 -4.1%
151 MRK MERCK & CO INC Healthcare 42,950.0 $5.5M 0.07% -11K -20.9% $128.50 +17.3%
152 NTRA NATERA INC Healthcare 19,490.0 $5.3M 0.06% +3K +15.2% $271.45 +20.7%
153 ORCL ORACLE CORP Technology 35,960.0 $5.3M 0.06% +1K +3.0% $146.55 -2.8%
154 AZN ASTRAZENECA PLC Healthcare 27,729.0 $5.3M 0.06% +1K +4.0% $189.62 -12.1%
155 IUSV ISHARES TR 45,179.0 $5.0M 0.06% -4K -8.8% $110.15 +4.5%
156 MLM MARTIN MARIETTA MATLS INC Basic Materials 8,486.0 $4.9M 0.06% -5K -37.3% $576.70 -7.6%
157 ALL ALLSTATE CORP Financial Services 20,556.0 $4.9M 0.06% -148.0 -0.7% $237.94 +9.4%
158 AYI ACUITY INC Industrials 12,823.0 $4.8M 0.06% -3K -19.8% $376.66 -10.6%
159 QCOM QUALCOMM INC Technology 25,975.0 $4.8M 0.06% +6K +27.7% $184.79 -14.2%
160 GD GENERAL DYNAMICS CORP Industrials 13,293.0 $4.7M 0.06% +282.0 +2.2% $354.23 +8.3%
Page 8 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%