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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 22 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIS FIDELITY NATL INFORMATION SV Technology 6,827.0 $454K 0.01% NEW $66.46 -37.1%
422 ARGX ARGENX SE Healthcare 539.0 $453K 0.01% NEW $840.95 -7.7%
423 VIG VANGUARD SPECIALIZED FUNDS 2,041.0 $449K 0.01% NEW $219.78 +4.9%
424 DDOG DATADOG INC Technology 3,284.0 $447K 0.01% NEW $135.99 +52.9%
425 PWR QUANTA SVCS INC Industrials 1,041.0 $439K 0.01% NEW $422.09 +82.4%
426 PRU PRUDENTIAL FINL INC Financial Services 3,889.0 $439K 0.01% NEW $112.88 -9.7%
427 CTVA CORTEVA INC Basic Materials 6,527.0 $438K 0.01% NEW $67.03 +22.6%
428 GSK GSK PLC Healthcare 8,916.0 $437K 0.01% NEW $49.04 +1.3%
429 IGEB ISHARES TR 9,491.0 $433K 0.01% NEW $45.66 -2.3%
430 PFXF VANECK ETF TRUST 24,180.0 $427K 0.01% NEW $17.66 +3.7%
431 GDX VANECK ETF TRUST 4,947.0 $424K 0.01% NEW $85.78 +1.6%
432 ENB ENBRIDGE INC Energy 8,853.0 $423K 0.01% NEW $47.83 +15.6%
433 CNI CANADIAN NATL RY CO Industrials 4,275.0 $423K 0.01% NEW $98.85 +13.1%
434 COWZ PACER FDS TR 7,019.0 $422K 0.01% NEW $60.17 +5.7%
435 AIG AMERICAN INTL GROUP INC Financial Services 4,927.0 $422K 0.01% NEW $85.55 -8.4%
436 CB CHUBB LIMITED Financial Services 1,346.0 $420K 0.01% NEW $312.12 +5.8%
437 FITB FIFTH THIRD BANCORP Financial Services 8,809.0 $412K 0.01% NEW $46.81 +1.2%
438 AVUS AMERICAN CENTY ETF TR 3,688.0 $412K 0.01% NEW $111.78 +11.1%
439 ASX ASE TECHNOLOGY HLDG CO LTD Technology 25,499.0 $411K 0.01% NEW $16.10 +96.6%
440 DUK DUKE ENERGY CORP NEW Utilities 3,484.0 $408K 0.01% NEW $117.22 +3.2%
Page 22 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%