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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 12 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IWV ISHARES TR 6,629.0 $2.5M 0.04% +385.0 +6.2% $370.57 +13.5%
222 FCX FREEPORT-MCMORAN INC Basic Materials 41,429.0 $2.4M 0.04% +9K +26.2% $58.78 +6.0%
223 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 26,515.0 $2.4M 0.03% +1K +4.1% $90.67 +3.8%
224 UBER UBER TECHNOLOGIES INC Technology 33,303.0 $2.4M 0.03% -1K -3.5% $71.93 +3.7%
225 UNP UNION PAC CORP Industrials 9,871.0 $2.4M 0.03% -356.0 -3.5% $242.62 +9.6%
226 GE GE AEROSPACE Industrials 8,383.0 $2.4M 0.03% +2K +36.5% $283.77 +6.3%
227 IUSB ISHARES TR 51,496.0 $2.4M 0.03% +17K +47.4% $46.19 -0.8%
228 SN SHARKNINJA INC Consumer Cyclical 22,293.0 $2.4M 0.03% NEW $105.90 -3.7%
229 KINIKSA PHARMACEUTICALS INTL 48,353.0 $2.3M 0.03% +14K +42.8% $48.15
230 PFF ISHARES TR 76,213.0 $2.3M 0.03% -35K -31.3% $30.32 +2.7%
231 QBTS D-WAVE QUANTUM INC Technology 159,439.0 $2.3M 0.03% +110K +223.6% $14.43 +33.7%
232 BA BOEING CO Industrials 11,506.0 $2.3M 0.03% +4K +56.1% $199.03 +10.3%
233 JAAA JANUS DETROIT STR TR 45,368.0 $2.3M 0.03% +25K +124.8% $50.37 +0.6%
234 PGR PROGRESSIVE CORP Financial Services 11,496.0 $2.3M 0.03% -27K -70.3% $198.24 +2.2%
235 ABLD ABACUS FCF ETF TR 72,960.0 $2.3M 0.03% +45K +165.4% $31.23 +0.1%
236 KDP KEURIG DR PEPPER INC Consumer Defensive 84,842.0 $2.2M 0.03% +2K +2.7% $26.33 +9.3%
237 AZZ AZZ INC Industrials 17,623.0 $2.2M 0.03% $125.13 +9.5%
238 AVEM AMERICAN CENTY ETF TR 27,366.0 $2.2M 0.03% +359.0 +1.3% $80.58 +15.5%
239 EPD ENTERPRISE PRODS PARTNERS L Energy 57,712.0 $2.2M 0.03% -3K -4.7% $37.84 +4.3%
240 CENCORA INC 6,848.0 $2.2M 0.03% -78.0 -1.1% $314.14
Page 12 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%