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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 34 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CORPAY INC 740.0 $215K 0.00% +60.0 +8.8% $290.99
662 IJJ ISHARES TR 1,624.0 $215K 0.00% NEW $132.50 +5.6%
663 CTAS CINTAS CORP Industrials 1,267.0 $214K 0.00% +135.0 +11.9% $169.14 +1.9%
664 BOND PIMCO ETF TR 2,322.0 $214K 0.00% NEW $92.28 -1.0%
665 SEIC SEI INVTS CO Financial Services 2,728.0 $214K 0.00% NEW $78.47 +15.7%
666 APOS APOLLO GLOBAL MGMT INC Financial Services 1,912.0 $213K 0.00% -876.0 -31.4% $111.42 -76.5%
667 CLS CELESTICA INC Technology 754.0 $212K 0.00% NEW $281.68 +25.9%
668 FANG DIAMONDBACK ENERGY INC Energy 1,072.0 $212K 0.00% NEW $197.79 +1.6%
669 NXPI NXP SEMICONDUCTORS N V Technology 1,076.0 $212K 0.00% +130.0 +13.7% $196.86 +52.1%
670 TGT TARGET CORP Consumer Defensive 1,738.0 $211K 0.00% NEW $121.21 +0.9%
671 IEUR ISHARES TR 2,997.0 $211K 0.00% NEW $70.27 +7.7%
672 BP BP PLC Energy 4,465.0 $210K 0.00% NEW $47.00 -4.5%
673 FORTINET INC 2,559.0 $209K 0.00% -2K -37.8% $81.72
674 AMH AMERICAN HOMES 4 RENT Real Estate 7,481.0 $209K 0.00% NEW $27.92 +15.0%
675 LPLA LPL FINL HLDGS INC Financial Services 689.0 $207K 0.00% NEW $300.83 -4.3%
676 BLD TOPBUILD CORP Industrials 590.0 $207K 0.00% -143.0 -19.5% $351.30 +17.0%
677 SYY SYSCO CORP Consumer Defensive 2,903.0 $207K 0.00% +22.0 +0.8% $71.33 +5.8%
678 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,371.0 $207K 0.00% NEW $11.27 +17.5%
679 CGUS CAPITAL GROUP CORE EQUITY ET 5,380.0 $207K 0.00% -381.0 -6.6% $38.42 +13.5%
680 DB DEUTSCHE BANK A G Financial Services 6,935.0 $207K 0.00% +2K +30.9% $29.78 +10.5%
Page 34 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%