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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 26 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CLOA BLACKROCK ETF TRUST II 6,172.0 $319K 0.01% NEW $51.74 +0.3%
502 SHLD GLOBAL X FDS 4,899.0 $317K 0.01% NEW $64.79 -3.8%
503 MP MP MATERIALS CORP Basic Materials 6,258.0 $316K 0.01% NEW $50.52 +19.4%
504 CPRT COPART INC Industrials 8,002.0 $313K 0.01% NEW $39.15 -16.6%
505 SPSM SPDR SERIES TRUST 6,669.0 $313K 0.01% NEW $46.86 +11.2%
506 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 10,038.0 $312K 0.01% NEW $31.12 -45.2%
507 TYG TORTOISE ENERGY INFRA CORP Financial Services 7,619.0 $312K 0.01% NEW $40.90 +14.6%
508 WM WASTE MGMT INC DEL Industrials 1,415.0 $311K 0.01% NEW $219.71 -0.4%
509 FERG FERGUSON ENTERPRISES INC Industrials 1,395.0 $311K 0.01% NEW $222.63 +4.2%
510 TOTALENERGIES SE 4,737.0 $310K 0.01% NEW $65.42
511 TIP ISHARES TR 2,819.0 $310K 0.01% NEW $109.91 +0.6%
512 CGDV CAPITAL GROUP DIVIDEND VALUE 7,077.0 $309K 0.01% NEW $43.64 +9.6%
513 SRE SEMPRA Utilities 3,478.0 $307K 0.01% NEW $88.30 +5.2%
514 FNDF SCHWAB STRATEGIC TR 6,773.0 $306K 0.01% NEW $45.21 +16.3%
515 BLD TOPBUILD CORP Industrials 733.0 $306K 0.01% NEW $417.19 -1.0%
516 AMT AMERICAN TOWER CORP NEW Real Estate 1,739.0 $305K 0.01% NEW $175.58 -2.8%
517 FUTY FIDELITY COVINGTON TRUST 5,513.0 $304K 0.01% NEW $55.22 +2.7%
518 TMFC RBB FD INC 4,240.0 $304K 0.01% NEW $71.77 +7.5%
519 CIBR FIRST TR EXCHANGE TRADED FD 4,227.0 $302K 0.01% NEW $71.45 +10.6%
520 QLTA ISHARES TR 6,245.0 $300K 0.01% NEW $48.09 -2.1%
Page 26 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%