Opinicus Capital as of Sept. 30, 2025
Portfolio Holdings for Opinicus Capital
Opinicus Capital holds 109 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.7 | $11M | 44k | 254.63 | |
| Microsoft Corporation (MSFT) | 5.6 | $8.1M | 16k | 517.95 | |
| NVIDIA Corporation (NVDA) | 5.4 | $7.8M | 42k | 186.58 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $5.6M | 18k | 315.43 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $5.1M | 11k | 479.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $4.7M | 17k | 279.29 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $4.4M | 7.3k | 600.36 | |
| Amazon (AMZN) | 2.9 | $4.1M | 19k | 219.57 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $4.0M | 67k | 59.92 | |
| Eli Lilly & Co. (LLY) | 2.3 | $3.3M | 4.3k | 762.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.6M | 11k | 243.54 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.8 | $2.5M | 44k | 57.47 | |
| Abbvie (ABBV) | 1.8 | $2.5M | 11k | 231.53 | |
| Toll Brothers (TOL) | 1.7 | $2.4M | 18k | 138.14 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $2.4M | 37k | 65.26 | |
| Blackstone Group Inc Com Cl A (BX) | 1.6 | $2.3M | 14k | 170.84 | |
| Meta Platforms Cl A (META) | 1.6 | $2.3M | 3.2k | 734.25 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $2.2M | 13k | 167.32 | |
| Home Depot (HD) | 1.4 | $2.1M | 5.1k | 405.16 | |
| Costco Wholesale Corporation (COST) | 1.3 | $1.8M | 2.0k | 925.70 | |
| Qualcomm (QCOM) | 1.3 | $1.8M | 11k | 166.36 | |
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 1.2 | $1.8M | 37k | 48.30 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $1.8M | 13k | 140.95 | |
| Deere & Company (DE) | 1.2 | $1.7M | 3.6k | 457.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $1.6M | 3.3k | 490.38 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 1.1 | $1.6M | 26k | 59.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.5M | 6.1k | 243.10 | |
| Verizon Communications (VZ) | 1.0 | $1.4M | 31k | 43.95 | |
| Lowe's Companies (LOW) | 0.9 | $1.4M | 5.4k | 251.30 | |
| Dell Technologies CL C (DELL) | 0.9 | $1.3M | 9.4k | 141.77 | |
| Applied Materials (AMAT) | 0.9 | $1.2M | 6.1k | 204.73 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.8 | $1.2M | 18k | 67.26 | |
| Broadcom (AVGO) | 0.8 | $1.2M | 3.6k | 329.93 | |
| Select Sector Spdr Tr Energy (XLE) | 0.8 | $1.2M | 13k | 89.34 | |
| Chevron Corporation (CVX) | 0.8 | $1.1M | 7.3k | 155.30 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.1M | 9.3k | 118.82 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $1.1M | 22k | 50.78 | |
| Merck & Co (MRK) | 0.7 | $1.1M | 13k | 83.93 | |
| International Business Machines (IBM) | 0.7 | $1.1M | 3.8k | 282.18 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $1.1M | 6.1k | 174.57 | |
| Palo Alto Networks (PANW) | 0.7 | $1.0M | 5.0k | 203.62 | |
| Tesla Motors (TSLA) | 0.7 | $1.0M | 2.3k | 444.72 | |
| Bank of America Corporation (BAC) | 0.7 | $1.0M | 19k | 51.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $999k | 1.5k | 666.15 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.7 | $963k | 19k | 50.70 | |
| Netflix (NFLX) | 0.6 | $930k | 776.00 | 1198.92 | |
| Walt Disney Company (DIS) | 0.6 | $911k | 8.0k | 114.50 | |
| Caterpillar (CAT) | 0.6 | $900k | 1.9k | 477.21 | |
| Wells Fargo & Company (WFC) | 0.6 | $898k | 11k | 83.82 | |
| Goldman Sachs (GS) | 0.6 | $878k | 1.1k | 796.40 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $872k | 13k | 67.83 | |
| Pepsi (PEP) | 0.6 | $863k | 6.1k | 140.44 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $822k | 5.9k | 139.18 | |
| Bristol Myers Squibb (BMY) | 0.6 | $815k | 18k | 45.10 | |
| Nextera Energy (NEE) | 0.5 | $793k | 11k | 75.49 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $789k | 7.0k | 112.75 | |
| United Parcel Service CL B (UPS) | 0.5 | $767k | 9.2k | 83.53 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $727k | 13k | 54.18 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $726k | 1.5k | 499.10 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $715k | 7.7k | 93.37 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $675k | 3.7k | 183.71 | |
| UnitedHealth (UNH) | 0.5 | $658k | 1.9k | 345.36 | |
| Citigroup Com New (C) | 0.5 | $657k | 6.5k | 101.50 | |
| Morgan Stanley Com New (MS) | 0.5 | $653k | 4.1k | 158.97 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $599k | 4.0k | 150.86 | |
| 3M Company (MMM) | 0.4 | $599k | 3.9k | 155.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $593k | 1.2k | 502.74 | |
| Target Corporation (TGT) | 0.4 | $578k | 6.4k | 89.69 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $574k | 1.2k | 463.63 | |
| Alexandria Real Estate Equities (ARE) | 0.4 | $542k | 6.5k | 83.34 | |
| At&t (T) | 0.4 | $533k | 19k | 28.24 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $532k | 741.00 | 718.54 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $528k | 9.8k | 53.87 | |
| Emerson Electric (EMR) | 0.4 | $515k | 3.9k | 131.19 | |
| Simon Property (SPG) | 0.3 | $451k | 2.4k | 187.63 | |
| Sl Green Realty Corp (SLG) | 0.3 | $438k | 7.3k | 59.81 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $428k | 1.7k | 256.47 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $411k | 2.9k | 143.18 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $402k | 4.2k | 95.48 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $390k | 7.6k | 51.08 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $356k | 2.2k | 164.54 | |
| American Express Company (AXP) | 0.2 | $352k | 1.1k | 332.15 | |
| Uber Technologies (UBER) | 0.2 | $349k | 3.6k | 97.97 | |
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.2 | $336k | 4.3k | 79.00 | |
| McDonald's Corporation (MCD) | 0.2 | $301k | 991.00 | 304.00 | |
| Nrg Energy Com New (NRG) | 0.2 | $298k | 1.8k | 161.92 | |
| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $297k | 2.8k | 104.31 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $285k | 2.4k | 120.74 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $283k | 5.8k | 49.04 | |
| Waste Management (WM) | 0.2 | $281k | 1.3k | 220.85 | |
| Wal-Mart Stores (WMT) | 0.2 | $279k | 2.7k | 103.06 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $272k | 1.8k | 154.27 | |
| Pfizer (PFE) | 0.2 | $266k | 10k | 25.48 | |
| Whirlpool Corporation (WHR) | 0.2 | $265k | 3.4k | 78.60 | |
| Procter & Gamble Company (PG) | 0.2 | $264k | 1.7k | 153.64 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $264k | 673.00 | 391.64 | |
| Kkr & Co (KKR) | 0.2 | $254k | 2.0k | 129.94 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $242k | 362.00 | 669.64 | |
| Builders FirstSource (BLDR) | 0.2 | $235k | 1.9k | 121.25 | |
| Altria (MO) | 0.2 | $231k | 3.5k | 66.07 | |
| Southern Company (SO) | 0.2 | $228k | 2.4k | 94.79 | |
| salesforce (CRM) | 0.2 | $228k | 964.00 | 236.96 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $228k | 372.00 | 613.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $225k | 914.00 | 246.63 | |
| Abbott Laboratories (ABT) | 0.2 | $224k | 1.7k | 133.94 | |
| MercadoLibre (MELI) | 0.1 | $213k | 91.00 | 2336.95 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $204k | 435.00 | 468.53 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $203k | 1.0k | 195.81 | |
| Hudson Pacific Properties (HPP) | 0.0 | $28k | 10k | 2.76 |