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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 32 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FNDX SCHWAB STRATEGIC TR 7,392.0 $201K 0.00% NEW $27.21 +11.4%
622 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,250.0 $201K 0.00% NEW $160.76 +1.8%
623 AZO AUTOZONE INC Consumer Cyclical 59.0 $200K 0.00% NEW $3391.51 -2.1%
624 MFG MIZUHO FINANCIAL GROUP INC Financial Services 27,276.0 $200K 0.00% NEW $7.32 +21.0%
625 CGBD CARLYLE SECURED LENDING INC Financial Services 15,526.0 $194K 0.00% NEW $12.49 -10.3%
626 EFT EATON VANCE FLTING RATE INC Financial Services 16,776.0 $189K 0.00% NEW $11.29 -3.6%
627 FORA FORIAN INC Healthcare 81,477.0 $173K 0.00% NEW $2.12 +2.4%
628 AUTL AUTOLUS THERAPEUTICS PLC Healthcare 84,850.0 $169K 0.00% NEW $1.99 -18.1%
629 ASTRIA THERAPEUTICS INC 12,689.0 $166K 0.00% NEW $13.09
630 ACHR ARCHER AVIATION INC Industrials 20,315.0 $153K 0.00% NEW $7.52 -19.5%
631 PGX INVESCO EXCH TRADED FD TR II 12,998.0 $146K 0.00% NEW $11.24 -1.8%
632 AUR AURORA INNOVATION INC Technology 32,686.0 $126K 0.00% NEW $3.84 +100.8%
633 TMC TMC THE METALS COMPANY INC Basic Materials 19,000.0 $117K 0.00% NEW $6.17 -7.5%
634 LUMN LUMEN TECHNOLOGIES INC Communication Services 14,732.0 $114K 0.00% NEW $7.77 +33.1%
635 GSBD GOLDMAN SACHS BDC INC Financial Services 11,700.0 $109K 0.00% NEW $9.28 -3.9%
636 PUTNAM ETF TRUST 12,475.0 $105K 0.00% NEW $8.38
637 TORTOISE CAPITAL SERIES TRUS 11,520.0 $104K 0.00% NEW $9.04
638 ABEV AMBEV SA Consumer Defensive 42,010.0 $104K 0.00% NEW $2.47 +24.3%
639 ORN ORION GROUP HLDGS INC Industrials 10,020.0 $100K 0.00% NEW $9.94 +55.7%
640 KODK EASTMAN KODAK CO Industrials 10,000.0 $85K 0.00% NEW $8.46 +12.1%
Page 32 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%