OpenArc Corporate Advisory, LLC has filed its latest 13F-HR report, revealing a total portfolio value of approximately $8.86 billion as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within various sectors, reflecting its ongoing adaptation to market dynamics.
The filing indicates that OpenArc's investment approach remains robust, with a diverse portfolio that includes substantial holdings in major corporations. This update is particularly relevant for stakeholders and competitors in the financial advisory industry, as it highlights the evolving landscape of investment management.
Background
OpenArc Corporate Advisory, LLC is a financial advisory firm based in Atlanta, Georgia. The company, incorporated in Delaware, focuses on providing investment management services. The firm has a history of filing regular reports with the SEC, including its recent 13F-HR submissions. The latest filing, dated October 21, 2026, reflects the firm's portfolio as of the end of September 2026.
What the Filing Says
The 13F-HR filing reveals that OpenArc's total portfolio value is approximately $8.86 billion. The report includes a detailed list of holdings, showcasing the firm's investment discretion and voting authority across various sectors. Notable investments include significant stakes in companies like Apple Inc. and Amazon.com Inc., among others.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors within the financial advisory industry. The filing provides insights into OpenArc's investment strategies and may influence market perceptions of the firm's performance and future prospects.
What's Next
The filing does not specify what happens next for OpenArc Corporate Advisory, LLC. However, stakeholders will likely be monitoring future filings and market developments closely.