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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 20 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TPG TPG INC Financial Services 8,746.0 $558K 0.01% NEW $63.84 -34.5%
382 SOUTHSTATE BK CORP 5,891.0 $554K 0.01% NEW $94.11
383 CMCSA COMCAST CORP NEW Communication Services 18,546.0 $554K 0.01% NEW $29.89 -16.6%
384 MRSH MARSH & MCLENNAN COS INC Financial Services 2,930.0 $544K 0.01% NEW $185.52 -13.2%
385 CI THE CIGNA GROUP Healthcare 1,949.0 $536K 0.01% NEW $275.23 +4.2%
386 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,986.0 $536K 0.01% NEW $76.67 +13.6%
387 SOVF ELEVATION SERIES TRUST 18,300.0 $534K 0.01% NEW $29.18 -2.9%
388 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,914.0 $534K 0.01% NEW $278.92 -6.7%
389 NATWEST GROUP PLC 30,469.0 $533K 0.01% NEW $17.50
390 PBYI PUMA BIOTECHNOLOGY INC Healthcare 89,361.0 $532K 0.01% NEW $5.95 +16.3%
391 NSC NORFOLK SOUTHN CORP Industrials 1,820.0 $525K 0.01% NEW $288.72 +9.4%
392 MO ALTRIA GROUP INC Consumer Defensive 9,022.0 $520K 0.01% NEW $57.66 +26.8%
393 AOR ISHARES TR 7,993.0 $520K 0.01% NEW $65.01 +4.9%
394 NKE NIKE INC Consumer Cyclical 8,147.0 $519K 0.01% NEW $63.71 -34.3%
395 ELV ELEVANCE HEALTH INC Healthcare 1,479.0 $518K 0.01% NEW $350.55 +12.0%
396 NULV NUSHARES ETF TR 11,425.0 $515K 0.01% NEW $45.05 +10.8%
397 EQIX EQUINIX INC Real Estate 671.0 $514K 0.01% NEW $766.16 +38.3%
398 REGN REGENERON PHARMACEUTICALS Healthcare 666.0 $514K 0.01% NEW $771.87 -9.5%
399 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,048.0 $512K 0.01% NEW $56.62 +17.2%
400 USXF ISHARES TR 8,892.0 $512K 0.01% NEW $57.58 +13.6%
Page 20 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%