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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 27 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TMUS T-MOBILE US INC Communication Services 1,473.0 $299K 0.01% NEW $203.04 -7.3%
522 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 897.0 $295K 0.01% NEW $328.60 -24.6%
523 IQVIA HLDGS INC 1,302.0 $293K 0.01% NEW $225.41
524 RNR RENAISSANCERE HLDGS LTD Financial Services 1,035.0 $291K 0.01% NEW $281.16 +2.4%
525 LHX L3HARRIS TECHNOLOGIES INC Industrials 989.0 $290K 0.01% NEW $293.57 +4.8%
526 NML NEUBERGER ENGY INFRSTR & INC Financial Services 34,146.0 $290K 0.01% NEW $8.50 +23.3%
527 EFG ISHARES TR 2,534.0 $289K 0.01% NEW $113.92 +3.7%
528 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 30,255.0 $288K 0.01% NEW $9.53 -3.4%
529 VEGI ISHARES INC 7,470.0 $288K 0.01% NEW $38.57 +16.7%
530 SOFI SOFI TECHNOLOGIES INC Financial Services 11,002.0 $288K 0.01% NEW $26.18 -38.8%
531 SYNOVUS FINL CORP 5,749.0 $288K 0.01% NEW $50.05
532 BOTZ GLOBAL X FDS 7,877.0 $285K 0.01% NEW $36.23 +11.0%
533 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 3,256.0 $285K 0.01% NEW $87.42 -25.8%
534 VICI VICI PPTYS INC Real Estate 10,110.0 $284K 0.01% NEW $28.12 -0.9%
535 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 467.0 $282K 0.01% NEW $603.28 +9.3%
536 AMP AMERIPRISE FINL INC Financial Services 572.0 $280K 0.01% NEW $490.34 -4.1%
537 USCA DBX ETF TR 6,674.0 $279K 0.01% NEW $41.83 +5.5%
538 EFX EQUIFAX INC Industrials 1,285.0 $279K 0.01% NEW $216.98 -27.3%
539 ARES ARES MANAGEMENT CORPORATION Financial Services 1,724.0 $279K 0.01% NEW $161.63 -23.6%
540 PPL PPL CORP Utilities 7,886.0 $276K 0.01% NEW $35.02 +2.2%
Page 27 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%