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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $7.0B AUM 716 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New 396 Added 150 Reduced 45 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 WCN WASTE CONNECTIONS INC Industrials 24,551 $4.3M 0.07% SOLD
2 ASTRAZENECA PLC 28,121 $2.6M 0.04% SOLD
3 DIGITALBRIDGE GROUP INC 115,310 $1.8M 0.03% SOLD
4 ATRC ATRICURE INC Healthcare 44,084 $1.7M 0.03% SOLD
5 EXEL EXELIXIS INC Healthcare 39,476 $1.7M 0.03% SOLD
6 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 97,045 $1.4M 0.02% SOLD
7 FLGV FRANKLIN TEMPLETON ETF TR 30,563 $627K 0.01% SOLD
8 USHY ISHARES TR 16,450 $615K 0.01% SOLD
9 TPG TPG INC Financial Services 8,746 $558K 0.01% SOLD
10 FIS FIDELITY NATL INFORMATION SV Technology 6,827 $454K 0.01% SOLD
11 XSMO INVESCO EXCHANGE TRADED FD T 5,343 $385K 0.01% SOLD
12 IWP ISHARES TR 2,699 $370K 0.01% SOLD
13 WDAY WORKDAY INC Technology 1,607 $345K 0.01% SOLD
14 SHLD GLOBAL X FDS 4,899 $317K 0.01% SOLD
15 CIBR FIRST TR EXCHANGE TRADED FD 4,227 $302K 0.01% SOLD
16 VEGI ISHARES INC 7,470 $288K 0.01% SOLD
17 SOFI SOFI TECHNOLOGIES INC Financial Services 11,002 $288K 0.01% SOLD
18 SYNOVUS FINL CORP 5,749 $288K 0.01% SOLD
19 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 3,256 $285K 0.01% SOLD
20 VICI VICI PPTYS INC Real Estate 10,110 $284K 0.01% SOLD
Page 1 of 3  ·  45 positions
Sector Allocation
Technology 30.1%
Financial Services 14.5%
Consumer Cyclical 13.4%
Industrials 12.0%
Healthcare 9.4%
Communication Services 7.7%
Energy 4.5%
Consumer Defensive 3.9%
Utilities 2.7%
Basic Materials 1.2%