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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 19 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,108.0 $615K 0.01% NEW $197.97 +9.3%
362 USHY ISHARES TR 16,450.0 $615K 0.01% NEW $37.40 -1.6%
363 PPA INVESCO EXCHANGE TRADED FD T 3,905.0 $612K 0.01% NEW $156.63 +6.3%
364 CACI CACI INTL INC Technology 1,146.0 $611K 0.01% NEW $532.81 -7.1%
365 GPN GLOBAL PMTS INC Industrials 7,884.0 $610K 0.01% NEW $77.40 -12.7%
366 XLP SELECT SECTOR SPDR TR 7,840.0 $609K 0.01% NEW $77.68 +10.6%
367 SPHY SPDR SERIES TRUST 25,606.0 $606K 0.01% NEW $23.67 -1.6%
368 TDG TRANSDIGM GROUP INC Industrials 453.0 $602K 0.01% NEW $1329.85 -13.6%
369 ESGD ISHARES TR 6,330.0 $602K 0.01% NEW $95.09 +6.7%
370 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 25,815.0 $602K 0.01% NEW $23.31 -5.4%
371 BWXT BWX TECHNOLOGIES INC Industrials 3,444.0 $595K 0.01% NEW $172.84 +16.8%
372 MRVL MARVELL TECHNOLOGY INC Technology 6,982.0 $593K 0.01% NEW $84.98 +108.2%
373 RF REGIONS FINANCIAL CORP NEW Financial Services 21,789.0 $590K 0.01% NEW $27.10 -1.6%
374 VO VANGUARD INDEX FDS 2,006.0 $582K 0.01% NEW $290.22 -73.6%
375 SAP SAP SE Technology 2,359.0 $573K 0.01% NEW $242.91 -30.2%
376 GM GENERAL MTRS CO Consumer Cyclical 7,009.0 $570K 0.01% NEW $81.32 -7.9%
377 CEG CONSTELLATION ENERGY CORP Utilities 1,607.0 $568K 0.01% NEW $353.27 -25.8%
378 VMC VULCAN MATLS CO Basic Materials 1,972.0 $562K 0.01% NEW $285.22 -6.1%
379 IVZ INVESCO LTD Financial Services 21,404.0 $562K 0.01% NEW $26.27 +3.2%
380 ACWI ISHARES TR 3,950.0 $559K 0.01% NEW $141.49 +9.1%
Page 19 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%