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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 11 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ASTRAZENECA PLC 28,121.0 $2.6M 0.04% NEW $91.93
202 ALL ALLSTATE CORP Financial Services 12,184.0 $2.5M 0.04% NEW $208.15 +4.4%
203 WBD WARNER BROS DISCOVERY INC Communication Services 85,362.0 $2.5M 0.04% NEW $28.82 -5.9%
204 DRI DARDEN RESTAURANTS INC Consumer Cyclical 13,251.0 $2.4M 0.04% NEW $184.02 +5.8%
205 IWV ISHARES TR 6,244.0 $2.4M 0.04% NEW $386.85 +8.1%
206 UNP UNION PAC CORP Industrials 10,227.0 $2.4M 0.04% NEW $231.32 +16.4%
207 FISV FISERV INC Technology 35,132.0 $2.4M 0.04% NEW $67.17 -20.4%
208 CENCORA INC 6,926.0 $2.3M 0.04% NEW $337.75
209 VTI VANGUARD INDEX FDS 6,953.0 $2.3M 0.04% NEW $335.27 +8.2%
210 FDVV FIDELITY COVINGTON TRUST 40,871.0 $2.3M 0.04% NEW $56.69 +4.5%
211 KDP KEURIG DR PEPPER INC Consumer Defensive 82,614.0 $2.3M 0.04% NEW $28.01 +3.9%
212 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 25,468.0 $2.3M 0.04% NEW $90.70 -1.5%
213 DLR DIGITAL RLTY TR INC Real Estate 14,698.0 $2.3M 0.04% NEW $154.71 +24.6%
214 DFAC DIMENSIONAL ETF TRUST 56,184.0 $2.2M 0.04% NEW $39.59 +8.6%
215 LEIDOS HOLDINGS INC 11,678.0 $2.1M 0.04% NEW $180.40
216 AVEM AMERICAN CENTY ETF TR 27,007.0 $2.1M 0.03% NEW $77.02 +19.3%
217 XLV SELECT SECTOR SPDR TR 13,369.0 $2.1M 0.03% NEW $154.80 -6.3%
218 RACE FERRARI N V Consumer Cyclical 5,585.0 $2.1M 0.03% NEW $369.56 -10.1%
219 AN AUTONATION INC Consumer Cyclical 9,797.0 $2.0M 0.03% NEW $206.48 -10.8%
220 TEL TE CONNECTIVITY PLC Technology 8,835.0 $2.0M 0.03% NEW $227.51 -9.2%
Page 11 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%