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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 9 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWM ISHARES TR 15,552.0 $4.7M 0.06% +1K +10.5% $300.44 -0.6%
162 VONG VANGUARD SCOTTSDALE FDS 36,291.0 $4.6M 0.06% $127.81 -1.7%
163 BK BANK NEW YORK MELLON CORP Financial Services 31,584.0 $4.6M 0.05% +946.0 +3.1% $144.61 -1.9%
164 QTEC FIRST TR EXCHANGE-TRADED FD 13,644.0 $4.6M 0.05% NEW $334.69 -6.6%
165 BERKSHIRE HATHAWAY INC DEL 6.0 $4.5M 0.05% $748850.00
166 PAYX PAYCHEX INC Industrials 45,612.0 $4.5M 0.05% +655.0 +1.5% $98.33 +27.1%
167 IDEV ISHARES TR 50,154.0 $4.5M 0.05% +947.0 +1.9% $89.01 +5.0%
168 IYJ ISHARES TR 26,381.0 $4.4M 0.05% +7K +34.9% $166.65 -1.3%
169 SCHB SCHWAB STRATEGIC TR 151,368.0 $4.4M 0.05% NEW $28.96 +2.2%
170 AGG ISHARES TR 44,174.0 $4.4M 0.05% -13K -23.0% $98.98 -1.2%
171 ROST ROSS STORES INC Consumer Cyclical 20,541.0 $4.4M 0.05% -770.0 -3.6% $212.85 +11.9%
172 AON AON PLC Financial Services 12,976.0 $4.3M 0.05% NEW $331.69 +7.7%
173 WMB WILLIAMS COS INC Energy 57,692.0 $4.3M 0.05% -937.0 -1.6% $74.34 -4.0%
174 AMAT APPLIED MATLS INC Technology 5,882.0 $4.3M 0.05% +961.0 +19.5% $723.02 -32.6%
175 EQT EQT CORP Energy 78,311.0 $4.2M 0.05% -35K -31.0% $53.17 +0.4%
176 VB VANGUARD INDEX FDS 13,645.0 $4.1M 0.05% -371.0 -2.6% $303.11 -0.1%
177 KMI KINDER MORGAN INC DEL Energy 127,704.0 $4.1M 0.05% +3K +2.4% $31.97 -2.9%
178 VNQ VANGUARD INDEX FDS 42,317.0 $4.1M 0.05% +5K +14.4% $96.43 +2.6%
179 CVX CHEVRON CORP NEW Energy 24,568.0 $4.1M 0.05% -239.0 -1.0% $165.76 +21.2%
180 VWOB VANGUARD WHITEHALL FDS 59,904.0 $4.0M 0.05% -8K -11.4% $67.24 -1.6%
Page 9 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%