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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FUTY FIDELITY COVINGTON TRUST 5,409.0 $320K 0.01% -104.0 -1.9% $59.07 -1.5%
122 MAA MID-AMER APT CMNTYS INC Real Estate 2,492.0 $304K 0.00% -49.0 -1.9% $122.12 +6.5%
123 COWZ PACER FDS TR 4,854.0 $304K 0.00% -2K -30.8% $62.56 +1.3%
124 IGM ISHARES TR 2,442.0 $289K 0.00% -239.0 -8.9% $118.51 +31.5%
125 AVB AVALONBAY CMNTYS INC Real Estate 1,735.0 $283K 0.00% -132.0 -7.1% $163.35 +12.7%
126 SLB SLB LIMITED Energy 5,398.0 $277K 0.00% -770.0 -12.5% $51.39 +11.5%
127 CGDV CAPITAL GROUP DIVIDEND VALUE 6,384.0 $272K 0.00% -693.0 -9.8% $42.54 +12.6%
128 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,333.0 $263K 0.00% -227.0 -14.6% $197.50 +19.8%
129 RNR RENAISSANCERE HLDGS LTD Financial Services 881.0 $262K 0.00% -154.0 -14.9% $297.23 +2.0%
130 FLR FLUOR CORP NEW Industrials 5,565.0 $260K 0.00% -46.0 -0.8% $46.65 -4.4%
131 BOTZ GLOBAL X FDS 7,747.0 $257K 0.00% -130.0 -1.6% $33.22 +19.4%
132 IDXX IDEXX LABS INC Healthcare 457.0 $257K 0.00% -112.0 -19.7% $561.89 -1.6%
133 EWJ ISHARES INC 3,015.0 $255K 0.00% -139.0 -4.4% $84.44 +8.2%
134 AMP AMERIPRISE FINL INC Financial Services 555.0 $247K 0.00% -17.0 -3.0% $444.40 +1.4%
135 DASH DOORDASH INC Communication Services 1,625.0 $244K 0.00% -3K -67.3% $150.15 +6.1%
136 TIP ISHARES TR 2,199.0 $243K 0.00% -620.0 -22.0% $110.36 +0.0%
137 HYD VANECK ETF TRUST 4,799.0 $241K 0.00% -2K -26.3% $50.14 +1.1%
138 NULV NUSHARES ETF TR 5,218.0 $237K 0.00% -6K -54.3% $45.50 +10.5%
139 CGGO CAPITAL GROUP GBL GROWTH EQT 7,114.0 $237K 0.00% -672.0 -8.6% $33.37 +18.4%
140 CACI CACI INTL INC Technology 435.0 $237K 0.00% -711.0 -62.0% $543.87 -9.9%
Page 7 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%