OPINICUS CAPITAL, INC. — 13F Holdings & Portfolio

CIK 2009743 · latest 13F-HR filed 2026-05-05

OPINICUS CAPITAL, INC. manages $141.8M in 13F-reported U.S. long-equity assets across 98 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (7.59%), NVDA (4.71%), MSFT (4.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 9, added to 27, and trimmed 34.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$141.8M

Long-equity book

Holdings

98

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+5 / −9 / ↑27 / ↓34

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHANGE-TRADED FD$1.9M +85.1%
  • JANUS DETROIT STR TR$851.2K +49.2%
  • APPLIED MATLS INC$443.0K +29.1%
  • SELECT SECTOR SPDR TR$431.7K +36.9%
  • DEERE & CO$380.6K +22.7%
Show all 27

Top Trims

  • MICROSOFT CORP-$1.1M -15.0%
  • JPMORGAN CHASE & CO-$934.6K -17.3%
  • APPLE INC-$867.3K -7.5%
  • ELI LILLY & CO-$635.7K -14.7%
  • QUALCOMM INC-$596.7K -32.6%
Show all 34

New Positions

  • CHENIERE ENERGY INC$438.4K
  • CORNING INC$369.3K
  • ALTRIA GROUP INC$221.7K
  • MORGAN STANLEY EMERGING MKTS$51.0K
  • XEROX HOLDINGS CORP$19.1K
Show all 5

Exited Positions

  • UNITEDHEALTH GROUP INC$260.8K
  • PROCTER AND GAMBLE CO$235.2K
  • VANGUARD INDEX FDS$234.9K
  • J P MORGAN EXCHANGE TRADED F$214.4K
  • J P MORGAN EXCHANGE TRADED F$212.4K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $10.8M 7.59% 42,429 SH
2 NVIDIA CORPORATION NVDA 67066G104 $6.7M 4.71% 38,300 SH
3 MICROSOFT CORP MSFT 594918104 $6.4M 4.48% 17,161 SH
4 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.0M 3.51% 14,738 SH
5 VANGUARD INDEX FDS VUG 922908736 $4.5M 3.17% 10,290 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $4.5M 3.14% 15,156 SH
7 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.3M 3.03% 67,145 SH
8 AMAZON COM INC AMZN 023135106 $4.2M 2.98% 20,290 SH
9 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $4.1M 2.87% 68,003 SH
10 INVESCO QQQ TR QQQ 46090E103 $4.0M 2.83% 6,955 SH
11 ELI LILLY & CO LLY 532457108 $3.7M 2.61% 4,019 SH
12 ALPHABET INC GOOG 02079K107 $3.1M 2.18% 10,770 SH
13 PACER FDS TR COWZ 69374H881 $2.8M 1.94% 44,053 SH
14 JANUS DETROIT STR TR JAAA 47103U845 $2.6M 1.82% 51,240 SH
15 ISHARES TR IJH 464287507 $2.6M 1.80% 37,775 SH
16 TOLL BROTHERS INC TOL 889478103 $2.4M 1.70% 17,623 SH
17 RTX CORPORATION RTX 75513E101 $2.4M 1.67% 12,284 SH
18 ABBVIE INC ABBV 00287Y109 $2.3M 1.64% 10,709 SH
19 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.1M 1.48% 8,636 SH
20 DEERE & CO DE 244199105 $2.1M 1.45% 3,647 SH
21 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.0M 1.44% 2,054 SH
22 APPLIED MATLS INC AMAT 038222105 $2.0M 1.39% 5,756 SH
23 HOME DEPOT INC HD 437076102 $1.9M 1.35% 5,835 SH
24 INVESCO EXCH TRADED FD TR II RWJ 46138G664 $1.9M 1.34% 37,602 SH
25 VANGUARD WHITEHALL FDS VYM 921946406 $1.9M 1.32% 12,671 SH
26 META PLATFORMS INC META 30303M102 $1.9M 1.32% 3,278 SH
27 DELL TECHNOLOGIES INC DELL 24703L202 $1.9M 1.31% 11,357 SH
28 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.8M 1.24% 4,510 SH
29 SELECT SECTOR SPDR TR XLE 81369Y506 $1.6M 1.13% 26,167 SH
30 ALPHABET INC GOOGL 02079K305 $1.6M 1.13% 5,558 SH
31 BLACKSTONE INC BX 09260D107 $1.5M 1.08% 13,365 SH
32 CATERPILLAR INC CAT 149123101 $1.4M 0.99% 1,988 SH
33 CHEVRON CORPORATION CVX 166764100 $1.4M 0.95% 6,538 SH
34 LOWES COS INC LOW 548661107 $1.3M 0.93% 5,608 SH
35 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $1.3M 0.90% 18,697 SH
36 BROADCOM INC AVGO 11135F101 $1.3M 0.90% 4,115 SH
37 MERCK & CO INC MRK 58933Y105 $1.3M 0.89% 10,523 SH
38 QUALCOMM INC QCOM 747525103 $1.2M 0.87% 9,583 SH
39 ISHARES TR IJR 464287804 $1.2M 0.81% 9,289 SH
40 VANGUARD INDEX FDS VOE 922908512 $1.1M 0.78% 6,031 SH
41 EXXON MOBIL CORP XOM 30231G102 $1.0M 0.73% 6,075 SH
42 SELECT SECTOR SPDR TR XLV 81369Y209 $1.0M 0.71% 6,862 SH
43 PALO ALTO NETWORKS INC PANW 697435105 $1.0M 0.71% 6,273 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $957.9K 0.68% 1,473 SH
45 BANK AMERICA CORP BAC 060505104 $948.7K 0.67% 19,460 SH
46 TESLA INC TSLA 88160R101 $939.0K 0.66% 2,526 SH
47 ISHARES TR EFV 464288877 $933.7K 0.66% 12,558 SH
48 GOLDMAN SACHS GROUP INC GS 38141G104 $933.6K 0.66% 1,104 SH
49 WELLS FARGO & CO WFC 949746101 $884.6K 0.62% 11,111 SH
50 PEPSICO INC PEP 713448108 $863.7K 0.61% 5,562 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $141.8M 98 0001420506-26-000801
2025-12-31 2026-02-04 $143.4M 102 0001420506-26-000154