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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 2 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK BLACKROCK INC Financial Services 7,231.0 $7.0M 0.10% -132.0 -1.8% $961.76 +10.6%
22 WELL WELLTOWER INC Real Estate 34,816.0 $6.9M 0.10% -2K -4.5% $197.71 +10.6%
23 ICVT ISHARES TR 62,233.0 $6.3M 0.09% -66K -51.4% $101.79 +15.9%
24 IUSV ISHARES TR 49,532.0 $5.1M 0.07% -4K -7.9% $102.25 +7.0%
25 IUSG ISHARES TR 32,511.0 $5.0M 0.07% -6K -14.6% $155.11 +20.3%
26 CAVA CAVA GROUP INC Consumer Cyclical 55,199.0 $4.5M 0.06% -514.0 -0.9% $80.90 +0.5%
27 AMTM AMENTUM HOLDINGS INC Industrials 170,352.0 $4.4M 0.06% -30K -15.0% $26.08 -11.2%
28 VWOB VANGUARD WHITEHALL FDS 67,615.0 $4.4M 0.06% -21K -23.7% $65.69 +0.8%
29 PG PROCTER AND GAMBLE CO Consumer Defensive 29,762.0 $4.3M 0.06% -2K -6.3% $144.44 -1.4%
30 PAYX PAYCHEX INC Industrials 44,957.0 $4.1M 0.06% -511.0 -1.1% $92.12 +2.3%
31 IDEV ISHARES TR 49,207.0 $4.1M 0.06% -4K -7.4% $83.57 +7.4%
32 TFC TRUIST FINL CORP Financial Services 88,728.0 $4.1M 0.06% -7K -7.7% $45.97 +4.4%
33 BNDX VANGUARD CHARLOTTE FDS 84,799.0 $4.1M 0.06% -164K -66.0% $48.05 -0.1%
34 VONG VANGUARD SCOTTSDALE FDS 36,222.0 $4.0M 0.06% -4K -11.0% $109.69 +17.0%
35 HPE HEWLETT PACKARD ENTERPRISE C Technology 165,901.0 $4.0M 0.06% -13K -7.0% $23.81 +42.7%
36 VCIT VANGUARD SCOTTSDALE FDS 43,155.0 $3.6M 0.05% -6K -11.4% $82.75 -0.7%
37 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 43,869.0 $3.6M 0.05% -5K -10.6% $80.95 -3.1%
38 IWM ISHARES TR 14,069.0 $3.5M 0.05% -72.0 -0.5% $248.00 +13.9%
39 SRLN SSGA ACTIVE ETF TR 86,063.0 $3.5M 0.05% -8K -8.3% $40.14 +0.9%
40 NTRA NATERA INC Healthcare 16,926.0 $3.4M 0.05% -114.0 -0.7% $199.99 +1.9%
Page 2 of 8  ·  150 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 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%