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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 32 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TIP ISHARES TR 2,199.0 $243K 0.00% -620.0 -22.0% $110.36 +0.0%
622 IOO ISHARES TR 2,004.0 $242K 0.00% $120.97 +17.2%
623 HYD VANECK ETF TRUST 4,799.0 $241K 0.00% -2K -26.3% $50.14 +1.1%
624 GRMN GARMIN LTD Technology 1,036.0 $240K 0.00% NEW $232.01 +3.3%
625 ICLN ISHARES TR 13,109.0 $240K 0.00% NEW $18.29 +21.3%
626 TXT TEXTRON INC Industrials 2,729.0 $239K 0.00% NEW $87.56 +2.2%
627 WBS WEBSTER FINL CORP Financial Services 3,437.0 $239K 0.00% NEW $69.42 +5.3%
628 INTF ISHARES TR 6,109.0 $238K 0.00% NEW $38.96 +6.4%
629 USMV ISHARES TR 2,565.0 $238K 0.00% NEW $92.74 +3.6%
630 NULV NUSHARES ETF TR 5,218.0 $237K 0.00% -6K -54.3% $45.50 +10.5%
631 CWI SPDR INDEX SHS FDS 6,488.0 $237K 0.00% +340.0 +5.5% $36.59 +9.8%
632 CGGO CAPITAL GROUP GBL GROWTH EQT 7,114.0 $237K 0.00% -672.0 -8.6% $33.37 +18.4%
633 BLACKROCK ETF TRUST 4,286.0 $237K 0.00% NEW $55.29
634 CACI CACI INTL INC Technology 435.0 $237K 0.00% -711.0 -62.0% $543.87 -9.9%
635 BLKB BLACKBAUD INC Technology 6,088.0 $235K 0.00% NEW $38.61 -23.3%
636 BEONE MEDICINES LTD 789.0 $234K 0.00% NEW $296.97
637 TDY TELEDYNE TECHNOLOGIES INC Technology 387.0 $234K 0.00% NEW $605.01 +1.5%
638 NDAQ NASDAQ INC Financial Services 2,752.0 $234K 0.00% +589.0 +27.2% $84.89 +6.5%
639 DXJ WISDOMTREE TR 1,470.0 $233K 0.00% $158.58 +6.7%
640 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,420.0 $231K 0.00% NEW $162.48 -7.7%
Page 32 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%