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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 18 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NXTG FIRST TR EXCHANGE-TRADED FD 6,630.0 $714K 0.01% NEW $107.77 +32.6%
342 PYPL PAYPAL HLDGS INC Financial Services 12,151.0 $709K 0.01% NEW $58.38 -23.9%
343 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,123.0 $708K 0.01% NEW $53.94 +6.2%
344 NOC NORTHROP GRUMMAN CORP Industrials 1,212.0 $691K 0.01% NEW $570.21 -5.2%
345 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,485.0 $683K 0.01% NEW $91.21 -3.0%
346 KBWB INVESCO EXCH TRADED FD TR II 8,073.0 $680K 0.01% NEW $84.29 +0.0%
347 XLE SELECT SECTOR SPDR TR 15,100.0 $675K 0.01% NEW $44.71 +35.4%
348 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,161.0 $670K 0.01% NEW $310.24 +13.8%
349 JOBY JOBY AVIATION INC Industrials 49,540.0 $654K 0.01% NEW $13.20 -21.5%
350 SBUX STARBUCKS CORP Consumer Cyclical 7,725.0 $651K 0.01% NEW $84.21 +26.8%
351 XLK SELECT SECTOR SPDR TR 4,489.0 $646K 0.01% NEW $143.97 +21.1%
352 EEMV ISHARES INC 10,023.0 $642K 0.01% NEW $64.04 +11.4%
353 TRV TRAVELERS COMPANIES INC Financial Services 2,198.0 $638K 0.01% NEW $290.06 +3.3%
354 VIS VANGUARD WORLD FD 2,135.0 $637K 0.01% NEW $298.38 +11.5%
355 MMM 3M CO Industrials 3,955.0 $633K 0.01% NEW $160.11 -8.7%
356 CGGR CAPITAL GROUP GROWTH ETF 14,159.0 $630K 0.01% NEW $44.47 +2.6%
357 FLGV FRANKLIN TEMPLETON ETF TR 30,563.0 $627K 0.01% NEW $20.52 -2.1%
358 DG DOLLAR GEN CORP NEW Consumer Defensive 4,723.0 $627K 0.01% NEW $132.77 -22.9%
359 IBB ISHARES TR 3,683.0 $622K 0.01% NEW $168.77 -2.8%
360 AHR AMERICAN HEALTHCARE REIT INC Real Estate 13,087.0 $616K 0.01% NEW $47.06 +4.9%
Page 18 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%