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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 4 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 268,276.0 $14.8M 0.24% NEW $55.00 -9.5%
62 IAU ISHARES GOLD TR Financial Services 180,124.0 $14.6M 0.24% NEW $81.17 +5.3%
63 COP CONOCOPHILLIPS Energy 151,771.0 $14.2M 0.23% NEW $93.61 +27.1%
64 V VISA INC Financial Services 40,384.0 $14.2M 0.23% NEW $350.71 -8.0%
65 TLH ISHARES TR 136,345.0 $13.9M 0.23% NEW $101.67 -3.8%
66 VTV VANGUARD INDEX FDS 72,389.0 $13.8M 0.23% NEW $190.99 +8.2%
67 BSX BOSTON SCIENTIFIC CORP Healthcare 140,103.0 $13.4M 0.22% NEW $95.35 -44.8%
68 MUB ISHARES TR 124,442.0 $13.3M 0.22% NEW $107.11 -0.9%
69 INMU BLACKROCK ETF TRUST II 544,745.0 $13.1M 0.22% NEW $24.04 -0.4%
70 AXP AMERICAN EXPRESS CO Financial Services 34,958.0 $12.9M 0.21% NEW $369.95 -15.3%
71 FBCG FIDELITY COVINGTON TRUST 231,046.0 $12.7M 0.21% NEW $54.84 +11.2%
72 PSX PHILLIPS 66 Energy 98,182.0 $12.7M 0.21% NEW $129.04 +32.9%
73 ICVT ISHARES TR 128,170.0 $12.6M 0.21% NEW $98.50 +19.0%
74 OKLO OKLO INC Utilities 174,160.0 $12.5M 0.21% NEW $71.76 -6.3%
75 MS MORGAN STANLEY Financial Services 69,968.0 $12.4M 0.20% NEW $177.53 +9.6%
76 TSLA TESLA INC Consumer Cyclical 27,271.0 $12.3M 0.20% NEW $449.72 -1.4%
77 KO COCA COLA CO Consumer Defensive 173,669.0 $12.1M 0.20% NEW $69.91 +15.1%
78 BNDX VANGUARD CHARLOTTE FDS 249,282.0 $12.0M 0.20% NEW $48.32 -1.6%
79 JMUB J P MORGAN EXCHANGE TRADED F 235,599.0 $11.9M 0.20% NEW $50.50 -1.1%
80 UNH UNITEDHEALTH GROUP INC Healthcare 33,121.0 $10.9M 0.18% NEW $330.11 +20.9%
Page 4 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%