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Portfolio (Quarterly) Guide ↗

OpenArc Corporate Advisory, LLC

· CIK 0002111345
13F Portfolio $6.0B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 646 New
Page 10 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MDT MEDTRONIC PLC Healthcare 31,660.0 $3.0M 0.05% NEW $96.06 -19.9%
182 ISRG INTUITIVE SURGICAL INC Healthcare 5,359.0 $3.0M 0.05% NEW $566.36 -24.4%
183 XLC SELECT SECTOR SPDR TR 25,770.0 $3.0M 0.05% NEW $117.72 -1.4%
184 XLY SELECT SECTOR SPDR TR 25,151.0 $3.0M 0.05% NEW $119.41 -2.4%
185 VB VANGUARD INDEX FDS 11,636.0 $3.0M 0.05% NEW $257.95 +9.3%
186 RKLB ROCKET LAB CORP Industrials 42,493.0 $3.0M 0.05% NEW $69.76 +90.0%
187 IVE ISHARES TR 13,965.0 $3.0M 0.05% NEW $212.07 +5.4%
188 SPG SIMON PPTY GROUP INC NEW Real Estate 15,726.0 $2.9M 0.05% NEW $185.11 +9.6%
189 EMR EMERSON ELEC CO Industrials 21,735.0 $2.9M 0.05% NEW $132.72 +3.9%
190 MFC MANULIFE FINL CORP Financial Services 79,286.0 $2.9M 0.05% NEW $36.28 +3.5%
191 QCOM QUALCOMM INC Technology 16,615.0 $2.8M 0.05% NEW $171.05 +17.0%
192 UBER UBER TECHNOLOGIES INC Technology 34,527.0 $2.8M 0.05% NEW $81.71 -8.6%
193 APP APPLOVIN CORP Technology 4,185.0 $2.8M 0.05% NEW $673.82 -25.6%
194 VCSH VANGUARD SCOTTSDALE FDS 35,133.0 $2.8M 0.05% NEW $79.73 -1.2%
195 EFV ISHARES TR 38,722.0 $2.8M 0.05% NEW $71.41 +8.2%
196 CSCO CISCO SYS INC Technology 35,364.0 $2.7M 0.04% NEW $77.03 +50.0%
197 CCJ CAMECO CORP Energy 29,678.0 $2.7M 0.04% NEW $91.49 +17.5%
198 SLV ISHARES SILVER TR Financial Services 41,454.0 $2.7M 0.04% NEW $64.42 +7.2%
199 ANET ARISTA NETWORKS INC Technology 19,901.0 $2.6M 0.04% NEW $131.03 +8.3%
200 DELL DELL TECHNOLOGIES INC Technology 20,670.0 $2.6M 0.04% NEW $125.88 +96.9%
Page 10 of 33  ·  646 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 27.7%
Industrials 20.6%
Financial Services 15.0%
Healthcare 9.2%
Consumer Cyclical 9.1%
Communication Services 7.4%
Consumer Defensive 3.5%
Energy 3.2%
Utilities 2.8%
Basic Materials 0.9%