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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 31 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 XLB SELECT SECTOR SPDR TR 4,677.0 $212K 0.00% NEW $45.35 +10.9%
602 DXJ WISDOMTREE TR 1,470.0 $212K 0.00% NEW $144.16 +18.3%
603 EXPD EXPEDITORS INTL WASH INC Industrials 1,413.0 $211K 0.00% NEW $149.01 +3.1%
604 NDAQ NASDAQ INC Financial Services 2,163.0 $210K 0.00% NEW $97.13 -6.4%
605 JLL JONES LANG LASALLE INC Real Estate 624.0 $210K 0.00% NEW $336.47 -14.1%
606 KEX KIRBY CORP Industrials 1,899.0 $209K 0.00% NEW $110.18 +33.8%
607 VT VANGUARD INTL EQUITY INDEX F 1,481.0 $209K 0.00% NEW $141.06 +8.8%
608 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 3,614.0 $208K 0.00% NEW $57.60 +5.0%
609 DFLV DIMENSIONAL ETF TRUST 6,068.0 $208K 0.00% NEW $34.21 +11.2%
610 BIDD BLACKROCK ETF TRUST 7,175.0 $207K 0.00% NEW $28.82 +7.1%
611 FLXR TCW ETF TRUST 5,218.0 $207K 0.00% NEW $39.60 -1.4%
612 NXPI NXP SEMICONDUCTORS N V Technology 946.0 $205K 0.00% NEW $217.06 +35.5%
613 MPWR MONOLITHIC PWR SYS INC Technology 226.0 $205K 0.00% NEW $906.36 +78.1%
614 CORPAY INC 680.0 $205K 0.00% NEW $300.93
615 DB DEUTSCHE BANK A G Financial Services 5,296.0 $204K 0.00% NEW $38.56 -17.7%
616 VTEB VANGUARD MUN BD FDS 4,044.0 $203K 0.00% NEW $50.29 -0.9%
617 WTFC WINTRUST FINL CORP Financial Services 1,450.0 $203K 0.00% NEW $139.82 +4.8%
618 IONQ IONQ INC Technology 4,513.0 $202K 0.00% NEW $44.87 +28.1%
619 TECB ISHARES TR 3,315.0 $202K 0.00% NEW $60.88 +12.0%
620 ZTS ZOETIS INC Healthcare 1,604.0 $202K 0.00% NEW $125.82 -40.0%
Page 31 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%