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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 10 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SRLN SSGA ACTIVE ETF TR 86,063.0 $3.5M 0.05% -8K -8.3% $40.14 +0.9%
182 NTRA NATERA INC Healthcare 16,926.0 $3.4M 0.05% -114.0 -0.7% $199.99 +1.9%
183 AZO AUTOZONE INC Consumer Cyclical 999.0 $3.4M 0.05% +940.0 +1593.2% $3377.78 +1.8%
184 MBB ISHARES TR 35,202.0 $3.3M 0.05% -5K -11.8% $94.95 -1.1%
185 CSCO CISCO SYS INC Technology 42,892.0 $3.3M 0.05% +8K +21.3% $77.59 +52.3%
186 VNQ VANGUARD INDEX FDS 36,980.0 $3.3M 0.05% +21K +127.4% $88.70 +9.0%
187 XLF SELECT SECTOR SPDR TR 64,732.0 $3.2M 0.05% +3K +4.9% $49.37 +4.8%
188 EMR EMERSON ELEC CO Industrials 24,135.0 $3.2M 0.04% +2K +11.0% $131.02 +3.0%
189 ANGL VANECK ETF TRUST 108,422.0 $3.1M 0.04% -83K -43.2% $28.72 +1.0%
190 XEL XCEL ENERGY INC Utilities 38,958.0 $3.1M 0.04% -3K -7.4% $79.44 +0.5%
191 IVE ISHARES TR 14,308.0 $3.0M 0.04% +343.0 +2.5% $211.15 +7.1%
192 BXSL BLACKSTONE SECD LENDING FD Financial Services 127,056.0 $3.0M 0.04% +4K +3.2% $23.69 -0.6%
193 SPG SIMON PPTY GROUP INC NEW Real Estate 16,015.0 $3.0M 0.04% +289.0 +1.8% $186.54 +9.4%
194 ABT ABBOTT LABS Healthcare 29,068.0 $3.0M 0.04% +3K +10.4% $102.67 -14.5%
195 SLV ISHARES SILVER TR Financial Services 43,417.0 $3.0M 0.04% +2K +4.7% $68.14 +1.9%
196 MU MICRON TECHNOLOGY INC Technology 8,710.0 $2.9M 0.04% +5K +163.7% $337.84 +125.6%
197 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,445.0 $2.9M 0.04% +591.0 +8.6% $391.76 +91.7%
198 IYJ ISHARES TR 19,551.0 $2.9M 0.04% +13K +209.2% $147.54 +5.1%
199 QUAL ISHARES TR 14,976.0 $2.9M 0.04% +9K +138.1% $191.81 +10.9%
200 VTI VANGUARD INDEX FDS 8,928.0 $2.9M 0.04% +2K +28.4% $320.79 +13.8%
Page 10 of 36  ·  716 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%