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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SUB ISHARES TR 4,612.0 $491K 0.01% -2K -33.5% $106.50 -0.3%
102 CNQ CANADIAN NAT RES LTD Energy 9,962.0 $485K 0.01% -73.0 -0.7% $48.73 -0.1%
103 VXUS VANGUARD STAR FDS 6,092.0 $470K 0.01% -146.0 -2.3% $77.11 +9.7%
104 IJH ISHARES TR 6,794.0 $459K 0.01% -4K -37.8% $67.53 +8.0%
105 AME AMETEK INC Industrials 2,131.0 $457K 0.01% -127.0 -5.6% $214.36 +4.1%
106 ENB ENBRIDGE INC Energy 8,241.0 $446K 0.01% -612.0 -6.9% $54.14 +6.7%
107 ROK ROCKWELL AUTOMATION INC Industrials 1,227.0 $440K 0.01% -83.0 -6.3% $358.88 +21.6%
108 CNI CANADIAN NATL RY CO Industrials 4,191.0 $431K 0.01% -84.0 -2.0% $102.77 +11.1%
109 ET ENERGY TRANSFER L P Energy 21,454.0 $414K 0.01% -785.0 -3.5% $19.30 +3.7%
110 PYPL PAYPAL HLDGS INC Financial Services 8,810.0 $398K 0.01% -3K -27.5% $45.23 -1.9%
111 FDUS FIDUS INVT CORP Financial Services 22,614.0 $394K 0.01% -2K -9.0% $17.42 +7.6%
112 ARGX ARGENX SE Healthcare 499.0 $364K 0.01% -40.0 -7.4% $730.25 +11.8%
113 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,319.0 $363K 0.01% -595.0 -31.1% $275.18 -7.7%
114 SPHY SPDR SERIES TRUST 15,019.0 $350K 0.01% -11K -41.4% $23.32 +0.3%
115 PZA INVESCO EXCH TRADED FD TR II 14,804.0 $340K 0.01% -22K -59.9% $22.98 -0.2%
116 NVO NOVO-NORDISK A S Healthcare 8,972.0 $330K 0.01% -558.0 -5.9% $36.75 +20.8%
117 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,643.0 $326K 0.01% -1K -47.1% $198.29 +11.8%
118 EMB ISHARES TR 3,451.0 $324K 0.01% -161K -97.9% $93.93 +1.1%
119 HYLB DBX ETF TR 8,889.0 $321K 0.01% -4K -32.4% $36.16 +0.9%
120 OTIS OTIS WORLDWIDE CORP Industrials 4,147.0 $320K 0.01% -302.0 -6.8% $77.08 -7.1%
Page 6 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%