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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 23 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 INTC INTEL CORP Technology 10,986.0 $405K 0.01% NEW $36.90 +204.4%
442 APOS APOLLO GLOBAL MGMT INC Financial Services 2,788.0 $404K 0.01% NEW $144.76 -82.0%
443 HON HONEYWELL INTL INC Industrials 2,068.0 $403K 0.01% NEW $195.09 +9.7%
444 CME CME GROUP INC Financial Services 1,466.0 $400K 0.01% NEW $273.08 +10.1%
445 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,560.0 $399K 0.01% NEW $256.03 -6.8%
446 UNILEVER PLC 6,103.0 $399K 0.01% NEW $65.40
447 USB US BANCORP DEL Financial Services 7,476.0 $399K 0.01% NEW $53.36 -0.2%
448 CIEN CIENA CORP Technology 1,702.0 $398K 0.01% NEW $233.87 +135.1%
449 CVS CVS HEALTH CORP Healthcare 5,008.0 $397K 0.01% NEW $79.36 +19.8%
450 CR CRANE COMPANY Industrials 2,150.0 $397K 0.01% NEW $184.43 -6.8%
451 PKG PACKAGING CORP AMER Consumer Cyclical 1,922.0 $396K 0.01% NEW $206.23 +2.8%
452 ADBE ADOBE INC Technology 1,126.0 $394K 0.01% NEW $349.99 -29.5%
453 MCK MCKESSON CORP Healthcare 474.0 $389K 0.01% NEW $820.29 -7.6%
454 OTIS OTIS WORLDWIDE CORP Industrials 4,449.0 $389K 0.01% NEW $87.35 -18.6%
455 IDXX IDEXX LABS INC Healthcare 569.0 $385K 0.01% NEW $676.53 -21.1%
456 XSMO INVESCO EXCHANGE TRADED FD T 5,343.0 $385K 0.01% NEW $72.01 +17.5%
457 PD PAGERDUTY INC Technology 29,184.0 $383K 0.01% NEW $13.11 -47.5%
458 YUM YUM BRANDS INC Consumer Cyclical 2,529.0 $383K 0.01% NEW $151.28 -0.3%
459 HEICO CORP NEW 1,503.0 $379K 0.01% NEW $252.43
460 WEC WEC ENERGY GROUP INC Utilities 3,576.0 $377K 0.01% NEW $105.46 +4.1%
Page 23 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%