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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 16 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EUSA ISHARES INC 9,578.0 $990K 0.02% NEW $103.37 +5.2%
302 GEV GE VERNOVA INC Utilities 1,504.0 $983K 0.02% NEW $653.57 +60.5%
303 SCHW SCHWAB CHARLES CORP Financial Services 9,772.0 $976K 0.02% NEW $99.91 -9.0%
304 PFE PFIZER INC Healthcare 38,490.0 $958K 0.02% NEW $24.90 +1.7%
305 MU MICRON TECHNOLOGY INC Technology 3,303.0 $943K 0.02% NEW $285.41 +153.9%
306 IYJ ISHARES TR 6,322.0 $937K 0.01% NEW $148.17 +4.7%
307 FALN ISHARES TR 34,008.0 $928K 0.01% NEW $27.30 -1.8%
308 PLD PROLOGIS INC. Real Estate 7,087.0 $905K 0.01% NEW $127.66 +10.1%
309 HIG HARTFORD INSURANCE GROUP INC Financial Services 6,534.0 $900K 0.01% NEW $137.80 -2.8%
310 BND VANGUARD BD INDEX FDS 12,118.0 $898K 0.01% NEW $74.07 -1.9%
311 A AGILENT TECHNOLOGIES INC Healthcare 6,548.0 $891K 0.01% NEW $136.07 -17.6%
312 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 30,601.0 $889K 0.01% NEW $29.04 -31.0%
313 DE DEERE & CO Industrials 1,886.0 $878K 0.01% NEW $465.59 +20.7%
314 SCHG SCHWAB STRATEGIC TR 26,762.0 $873K 0.01% NEW $32.62 +4.8%
315 SCHX SCHWAB STRATEGIC TR 32,229.0 $867K 0.01% NEW $26.91 +7.9%
316 PZA INVESCO EXCH TRADED FD TR II 36,949.0 $857K 0.01% NEW $23.19 -1.0%
317 RIO RIO TINTO PLC Basic Materials 10,677.0 $854K 0.01% NEW $80.03 +29.6%
318 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,845.0 $836K 0.01% NEW $453.36 -3.6%
319 STT STATE STR CORP Financial Services 6,453.0 $833K 0.01% NEW $129.01 +18.5%
320 IJS ISHARES TR 7,249.0 $824K 0.01% NEW $113.72 +11.0%
Page 16 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%