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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 14 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JMST J P MORGAN EXCHANGE TRADED F 26,970.0 $1.4M 0.02% NEW $50.94 -0.1%
262 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,356.0 $1.4M 0.02% NEW $580.71 -25.5%
263 LMT LOCKHEED MARTIN CORP Industrials 2,812.0 $1.4M 0.02% NEW $483.67 +7.6%
264 VTWO VANGUARD SCOTTSDALE FDS 13,642.0 $1.4M 0.02% NEW $99.52 +12.8%
265 VYM VANGUARD WHITEHALL FDS 9,366.0 $1.3M 0.02% NEW $143.53 +8.5%
266 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 8,284.0 $1.3M 0.02% NEW $161.96 -3.9%
267 NVS NOVARTIS AG Healthcare 9,488.0 $1.3M 0.02% NEW $137.87 +8.6%
268 HALO HALOZYME THERAPEUTICS INC Healthcare 19,303.0 $1.3M 0.02% NEW $67.30 +2.8%
269 MELI MERCADOLIBRE INC Consumer Cyclical 640.0 $1.3M 0.02% NEW $2014.26 -20.2%
270 QBTS D-WAVE QUANTUM INC Technology 49,267.0 $1.3M 0.02% NEW $26.15 -15.4%
271 CAH CARDINAL HEALTH INC Healthcare 6,204.0 $1.3M 0.02% NEW $205.50 -5.0%
272 SCHO SCHWAB STRATEGIC TR 51,344.0 $1.3M 0.02% NEW $24.37 -1.0%
273 QUAL ISHARES TR 6,290.0 $1.2M 0.02% NEW $198.62 +6.0%
274 CRWD CROWDSTRIKE HLDGS INC Technology 2,658.0 $1.2M 0.02% NEW $468.76 +23.7%
275 AMAT APPLIED MATLS INC Technology 4,760.0 $1.2M 0.02% NEW $256.99 +69.9%
276 IOT SAMSARA INC Technology 34,272.0 $1.2M 0.02% NEW $35.45 -21.0%
277 SUSC ISHARES TR 51,850.0 $1.2M 0.02% NEW $23.38 -2.0%
278 PARR PAR PAC HOLDINGS INC Energy 34,216.0 $1.2M 0.02% NEW $35.14 +71.3%
279 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 17,521.0 $1.2M 0.02% NEW $68.23 +12.0%
280 ADI ANALOG DEVICES INC Technology 4,408.0 $1.2M 0.02% NEW $271.20 +53.9%
Page 14 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%