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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 13 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ITOT ISHARES TR 15,083.0 $2.1M 0.03% +10K +183.0% $142.43 +13.8%
242 BX BLACKSTONE INC Financial Services 18,535.0 $2.1M 0.03% +7K +65.2% $114.99 +3.1%
243 APP APPLOVIN CORP Technology 5,311.0 $2.1M 0.03% +1K +26.9% $398.00 +22.1%
244 CALX CALIX INC Technology 42,614.0 $2.1M 0.03% NEW $48.99 -21.6%
245 IJR ISHARES TR 16,759.0 $2.1M 0.03% +1K +8.8% $124.31 +9.6%
246 SMH VANECK ETF TRUST 5,381.0 $2.1M 0.03% $383.40 +48.0%
247 LEIDOS HOLDINGS INC 13,160.0 $2.0M 0.03% +1K +12.7% $155.52
248 LMT LOCKHEED MARTIN CORP Industrials 3,375.0 $2.0M 0.03% +563.0 +20.0% $604.31 -13.5%
249 DGRO ISHARES TR 28,966.0 $2.0M 0.03% +2K +7.5% $70.18 +5.7%
250 GEV GE VERNOVA INC Utilities 2,310.0 $2.0M 0.03% +806.0 +53.6% $872.90 +19.6%
251 IDV ISHARES TR 47,220.0 $2.0M 0.03% +35K +278.4% $42.56 +6.6%
252 C CITIGROUP INC Financial Services 17,693.0 $2.0M 0.03% +3K +22.1% $113.41 +10.4%
253 MUNI PIMCO ETF TR 37,809.0 $2.0M 0.03% +7K +21.4% $52.19 -0.3%
254 LW LAMB WESTON HLDGS INC Consumer Defensive 46,302.0 $2.0M 0.03% $42.26 +1.3%
255 NVS NOVARTIS AG Healthcare 12,778.0 $2.0M 0.03% +3K +34.7% $152.75 -0.6%
256 XLV SELECT SECTOR SPDR TR 13,057.0 $1.9M 0.03% -312.0 -2.3% $146.61 +1.1%
257 O REALTY INCOME CORP Real Estate 29,216.0 $1.8M 0.03% -238.0 -0.8% $61.18 +1.7%
258 BMY BRISTOL-MYERS SQUIBB CO Healthcare 29,272.0 $1.8M 0.03% +16K +123.1% $60.65 -1.8%
259 GTLS CHART INDS INC Industrials 8,536.0 $1.8M 0.03% $206.75 +0.7%
260 TLT ISHARES TR 20,336.0 $1.8M 0.03% +4K +26.7% $86.69 -2.8%
Page 13 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%