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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 9 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PG PROCTER AND GAMBLE CO Consumer Defensive 29,762.0 $4.3M 0.06% -2K -6.3% $144.44 -1.4%
162 ALL ALLSTATE CORP Financial Services 20,704.0 $4.3M 0.06% +9K +69.9% $207.34 +3.4%
163 QQQ INVESCO QQQ TR Financial Services 7,406.0 $4.3M 0.06% +887.0 +13.6% $577.15 +23.8%
164 WMB WILLIAMS COS INC Energy 58,629.0 $4.3M 0.06% +2K +4.4% $72.78 +7.0%
165 KMI KINDER MORGAN INC DEL Energy 124,694.0 $4.2M 0.06% +14K +12.6% $33.53 -0.1%
166 PAYX PAYCHEX INC Industrials 44,957.0 $4.1M 0.06% -511.0 -1.1% $92.12 +2.3%
167 IDEV ISHARES TR 49,207.0 $4.1M 0.06% -4K -7.4% $83.57 +7.4%
168 TFC TRUIST FINL CORP Financial Services 88,728.0 $4.1M 0.06% -7K -7.7% $45.97 +4.4%
169 BNDX VANGUARD CHARLOTTE FDS 84,799.0 $4.1M 0.06% -164K -66.0% $48.05 -0.1%
170 VONG VANGUARD SCOTTSDALE FDS 36,222.0 $4.0M 0.06% -4K -11.0% $109.69 +17.0%
171 HPE HEWLETT PACKARD ENTERPRISE C Technology 165,901.0 $4.0M 0.06% -13K -7.0% $23.81 +42.7%
172 NOW SERVICENOW INC Technology 37,435.0 $3.9M 0.06% +3K +8.9% $104.55 -4.6%
173 CCJ CAMECO CORP Energy 35,816.0 $3.9M 0.06% +6K +20.7% $108.61 -3.0%
174 JCI JOHNSON CTLS INTL PLC Industrials 28,048.0 $3.7M 0.05% +939.0 +3.5% $130.95 +3.5%
175 VB VANGUARD INDEX FDS 14,016.0 $3.7M 0.05% +2K +20.4% $261.92 +9.4%
176 BK BANK NEW YORK MELLON CORP Financial Services 30,638.0 $3.6M 0.05% +881.0 +3.0% $118.63 +17.2%
177 AN AUTONATION INC Consumer Cyclical 18,331.0 $3.6M 0.05% +9K +87.1% $195.26 -4.5%
178 VCIT VANGUARD SCOTTSDALE FDS 43,155.0 $3.6M 0.05% -6K -11.4% $82.75 -0.7%
179 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 43,869.0 $3.6M 0.05% -5K -10.6% $80.95 -3.1%
180 IWM ISHARES TR 14,069.0 $3.5M 0.05% -72.0 -0.5% $248.00 +13.9%
Page 9 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%