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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 9 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGG ISHARES TR 36,451.0 $3.6M 0.06% NEW $99.88 -1.9%
162 CDNS CADENCE DESIGN SYSTEM INC Technology 11,350.0 $3.5M 0.06% NEW $312.58 +10.7%
163 IWM ISHARES TR 14,141.0 $3.5M 0.06% NEW $246.16 +12.1%
164 BK BANK NEW YORK MELLON CORP Financial Services 29,757.0 $3.5M 0.06% NEW $116.09 +17.7%
165 PFF ISHARES TR 110,964.0 $3.4M 0.06% NEW $30.96 +0.6%
166 PANW PALO ALTO NETWORKS INC Technology 18,576.0 $3.4M 0.06% NEW $184.20 +31.8%
167 XLF SELECT SECTOR SPDR TR 61,699.0 $3.4M 0.06% NEW $54.77 -5.5%
168 WMB WILLIAMS COS INC Energy 56,145.0 $3.4M 0.06% NEW $60.11 +29.3%
169 JIRE J P MORGAN EXCHANGE TRADED F 44,095.0 $3.3M 0.06% NEW $74.88 +6.2%
170 ABT ABBOTT LABS Healthcare 26,331.0 $3.3M 0.06% NEW $125.29 -29.8%
171 CAVA CAVA GROUP INC Consumer Cyclical 55,713.0 $3.3M 0.05% NEW $58.69 +36.1%
172 MDLZ MONDELEZ INTL INC Consumer Defensive 60,488.0 $3.3M 0.05% NEW $53.83 +12.3%
173 JCI JOHNSON CTLS INTL PLC Industrials 27,109.0 $3.2M 0.05% NEW $119.75 +19.5%
174 BXSL BLACKSTONE SECD LENDING FD Financial Services 123,088.0 $3.2M 0.05% NEW $26.33 -10.1%
175 ODFL OLD DOMINION FREIGHT LINE IN Industrials 20,285.0 $3.2M 0.05% NEW $156.80 +29.5%
176 SYF SYNCHRONY FINANCIAL Financial Services 37,810.0 $3.2M 0.05% NEW $83.43 -14.4%
177 CVX CHEVRON CORP NEW Energy 20,470.0 $3.1M 0.05% NEW $152.41 +25.4%
178 XEL XCEL ENERGY INC Utilities 42,051.0 $3.1M 0.05% NEW $73.86 +5.5%
179 GOVT ISHARES TR 132,923.0 $3.1M 0.05% NEW $23.03 -2.0%
180 KMI KINDER MORGAN INC DEL Energy 110,731.0 $3.0M 0.05% NEW $27.49 +22.3%
Page 9 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%