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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 4 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLYV SPDR SERIES TRUST 218,603.0 $20.7M 0.30% -39K -15.1% $94.58 +8.3%
62 SLYG SPDR SERIES TRUST 210,881.0 $20.4M 0.29% -16K -7.0% $96.62 +11.0%
63 COP CONOCOPHILLIPS Energy 152,539.0 $20.1M 0.29% +768.0 +0.5% $132.00 -8.7%
64 MA MASTERCARD INCORPORATED Financial Services 40,117.0 $20.0M 0.29% +10K +31.0% $499.65 -0.0%
65 BERKSHIRE HATHAWAY INC DEL 40,244.0 $19.3M 0.28% +6K +17.1% $479.20
66 VTHR VANGUARD SCOTTSDALE FDS 66,252.0 $19.1M 0.27% -376.0 -0.6% $287.57 +13.6%
67 VEA VANGUARD TAX-MANAGED FDS 294,246.0 $18.9M 0.27% +165K +127.2% $64.08 +10.3%
68 EFA ISHARES TR 185,618.0 $18.0M 0.26% +13K +7.4% $97.13 +7.3%
69 PSX PHILLIPS 66 Energy 97,680.0 $17.8M 0.26% -502.0 -0.5% $182.18 -1.6%
70 VLO VALERO ENERGY CORP Energy 69,949.0 $17.3M 0.25% +27K +64.6% $247.08 +2.7%
71 KO COCA COLA CO Consumer Defensive 220,126.0 $16.7M 0.24% +46K +26.8% $76.05 +6.7%
72 VEU VANGUARD INTL EQUITY INDEX F 221,523.0 $16.6M 0.24% +127K +133.3% $75.10 +10.0%
73 WFC WELLS FARGO CO NEW Financial Services 207,643.0 $16.5M 0.24% +22K +11.7% $79.61 -4.8%
74 TFI SPDR SERIES TRUST 355,428.0 $16.1M 0.23% -126K -26.1% $45.34 -0.3%
75 VBK VANGUARD INDEX FDS 52,678.0 $15.9M 0.23% +30K +129.4% $302.25 +13.7%
76 BAC BANK AMERICA CORP Financial Services 326,449.0 $15.9M 0.23% +58K +21.7% $48.75 +5.6%
77 BMO BANK MONTREAL QUE Financial Services 116,090.0 $15.7M 0.23% $135.34 +18.0%
78 FBCG FIDELITY COVINGTON TRUST 305,412.0 $15.3M 0.22% +74K +32.2% $50.12 +22.1%
79 NFLX NETFLIX INC Communication Services 158,379.0 $15.2M 0.22% +78K +96.5% $96.15 -7.1%
80 VTV VANGUARD INDEX FDS 75,694.0 $14.9M 0.21% +3K +4.6% $196.20 +6.5%
Page 4 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%