OPINICUS CAPITAL, INC.

data from 30/09/2025

Capitalization

$ 144.360 M 9.69 %

Average holding period

6 ans

Performance

$ 37.956 M 33.43 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OPINICUS CAPITAL, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 7.68% 11.089 M $ 43550 2023/12/31 2.186 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 5.64% 8.148 M $ 15732 2023/12/31 323.114 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 5.38% 7.765 M $ 41616 2023/12/31 1.320 M $ 18.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.86% 5.574 M $ 17670 2023/12/31 463.366 K $ 8.80 %
2025/09/30 VUG VANGUARD INDEX FDS 3.52% 5.075 M $ 10582 2023/12/31 455.823 K $ 9.40 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 3.27% 4.714 M $ 16877 2024/03/31 969.249 K $ 23.31 %
2025/09/30 QQQ INVESCO QQQ TR 3.05% 4.402 M $ 7332 2023/12/31 364.061 K $ 8.83 %
2025/09/30 AMZN AMAZON COM INC 2.87% 4.146 M $ 18883 2023/12/31 3.402 K $ 0.08 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 2.77% 3.993 M $ 66635 2023/12/31 200.685 K $ 5.10 %
2025/09/30 LLY ELI LILLY & CO 2.29% 3.307 M $ 4334 2023/12/31 -59.441 K $ -2.12 %
2025/09/30 GOOG ALPHABET INC 1.83% 2.641 M $ 10846 2023/12/31 670.928 K $ 37.30 %
2025/09/30 COWZ PACER FDS TR 1.76% 2.536 M $ 44135 2023/12/31 104.723 K $ 4.30 %
2025/09/30 ABBV ABBVIE INC 1.76% 2.536 M $ 10952 2023/12/31 470.128 K $ 24.74 %
2025/09/30 TOL TOLL BROTHERS INC 1.68% 2.418 M $ 17507 2023/12/31 419.142 K $ 21.04 %
2025/09/30 IJH ISHARES TR 1.67% 2.417 M $ 37031 2023/12/31 121.519 K $ 5.22 %
2025/09/30 BX BLACKSTONE INC 1.63% 2.349 M $ 13749 2023/12/31 298.737 K $ 14.22 %
2025/09/30 META META PLATFORMS INC 1.61% 2.320 M $ 3160 2023/12/31 -11.604 K $ -0.50 %
2025/09/30 RTX RTX CORPORATION 1.54% 2.217 M $ 13251 2023/12/31 298.638 K $ 14.59 %
2025/09/30 HD HOME DEPOT INC 1.43% 2.070 M $ 5109 2023/12/31 193.482 K $ 10.51 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.26% 1.825 M $ 1972 2023/12/31 -116.529 K $ -6.50 %
2025/09/30 QCOM QUALCOMM INC 1.26% 1.815 M $ 10908 2023/12/31 74.919 K $ 4.46 %
2025/09/30 RWJ INVESCO EXCH TRADED FD TR II 1.24% 1.787 M $ 36997 2023/12/31 191.191 K $ 11.57 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 1.22% 1.764 M $ 12516 2023/12/31 98.403 K $ 5.73 %
2025/09/30 DE DEERE & CO 1.15% 1.663 M $ 3637 2023/12/31 -182.327 K $ -10.08 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 1.13% 1.634 M $ 3333 2023/12/31 -64.040 K $ -3.72 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 1.09% 1.572 M $ 26244 2024/12/31 523.000 $ 0.07 %
2025/09/30 GOOGL ALPHABET INC 1.03% 1.488 M $ 6120 2023/12/31 404.563 K $ 37.95 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.95% 1.376 M $ 31305 2023/12/31 21.635 K $ 1.57 %
2025/09/30 LOW LOWES COS INC 0.94% 1.362 M $ 5421 2023/12/31 148.348 K $ 13.27 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.93% 1.337 M $ 9428 2024/09/30 178.300 K $ 15.64 %
2025/09/30 AMAT APPLIED MATLS INC 0.86% 1.242 M $ 6069 2023/12/31 126.357 K $ 11.84 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.85% 1.221 M $ 18153 2023/12/31 80.727 K $ 7.20 %
2025/09/30 AVGO BROADCOM INC 0.82% 1.181 M $ 3581 2024/06/30 224.690 K $ 19.68 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.82% 1.177 M $ 13179 2023/12/31 59.632 K $ 5.34 %
2025/09/30 CVX CHEVRON CORP NEW 0.79% 1.136 M $ 7313 2023/12/31 86.406 K $ 8.45 %
2025/09/30 IJR ISHARES TR 0.77% 1.108 M $ 9322 2023/12/31 93.816 K $ 8.73 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.76% 1.102 M $ 21692 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK & CO INC 0.75% 1.075 M $ 12814 2023/12/31 78.747 K $ 6.03 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.74% 1.070 M $ 3791 2023/12/31 -43.046 K $ -4.28 %
2025/09/30 VOE VANGUARD INDEX FDS 0.74% 1.064 M $ 6096 2023/12/31 61.580 K $ 6.15 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.70% 1.015 M $ 4984 2023/12/31 -4.755 K $ -0.50 %
2025/09/30 TSLA TESLA INC 0.70% 1.011 M $ 2274 2023/12/31 291.729 K $ 40.00 %
2025/09/30 BAC BANK AMERICA CORP 0.69% 1.003 M $ 19440 2023/12/31 84.866 K $ 9.02 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.69% 999.222 K $ 1500 2023/12/31 73.074 K $ 7.82 %
2025/09/30 FMB FIRST TR EXCH TRADED FD III 0.67% 963.304 K $ 18999 2023/12/31 16.708 K $ 1.77 %
2025/09/30 NFLX NETFLIX INC 0.64% 930.365 K $ 776 2023/12/31 -111.747 K $ -10.47 %
2025/09/30 DIS DISNEY WALT CO 0.63% 910.629 K $ 7953 2023/12/31 -85.837 K $ -7.67 %
2025/09/30 CAT CATERPILLAR INC 0.62% 899.538 K $ 1885 2024/03/31 147.907 K $ 22.92 %
2025/09/30 WFC WELLS FARGO CO NEW 0.62% 897.627 K $ 10709 2025/03/31 37.895 K $ 4.62 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.61% 877.633 K $ 1102 2023/12/31 107.737 K $ 12.52 %
2025/09/30 EFV ISHARES TR 0.60% 872.016 K $ 12856 2023/12/31 56.893 K $ 6.85 %
2025/09/30 PEP PEPSICO INC 0.60% 863.308 K $ 6147 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.57% 821.830 K $ 5905 2023/12/31 23.831 K $ 3.25 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.56% 815.185 K $ 18075 2023/12/31 -22.999 K $ -2.57 %
2025/09/30 NEE NEXTERA ENERGY INC 0.55% 792.807 K $ 10502 2023/12/31 64.511 K $ 8.74 %
2025/09/30 XOM EXXON MOBIL CORP 0.55% 789.263 K $ 7000 2023/12/31 32.848 K $ 4.59 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.53% 766.705 K $ 9179 2023/12/31 -156.829 K $ -17.25 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.50% 727.388 K $ 13425 2023/12/31 63.370 K $ 9.54 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.50% 725.686 K $ 1454 2023/12/31 51.471 K $ 7.79 %
2025/09/30 EFA ISHARES TR 0.50% 715.215 K $ 7660 2025/03/31 30.275 K $ 4.45 %
2025/09/30 TXN TEXAS INSTRS INC 0.47% 674.935 K $ 3674 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.46% 658.256 K $ 1906 2023/12/31 108.655 K $ 10.68 %
2025/09/30 C CITIGROUP INC 0.46% 656.775 K $ 6471 2023/12/31 116.101 K $ 19.24 %
2025/09/30 MS MORGAN STANLEY 0.45% 653.042 K $ 4108 2023/12/31 77.667 K $ 12.85 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.42% 599.202 K $ 3972 2025/03/31 98.892 K $ 17.48 %
2025/09/30 MMM 3M CO 0.42% 599.128 K $ 3861 2023/12/31 11.374 K $ 1.93 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.41% 593.235 K $ 1180 2024/03/31 18.700 K $ 3.49 %
2025/09/30 TGT TARGET CORP 0.40% 578.248 K $ 6447 2023/12/31 -93.375 K $ -9.07 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.40% 573.516 K $ 1237 2023/12/31 26.045 K $ 5.24 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 0.38% 541.869 K $ 6502 2023/12/31 67.258 K $ 14.75 %
2025/09/30 T AT&T INC 0.37% 533.075 K $ 18877 2023/12/31 -11.732 K $ -2.42 %
2025/09/30 APP APPLOVIN CORP 0.37% 532.436 K $ 741 2024/12/31 294.768 K $ 105.25 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.37% 527.675 K $ 9795 2023/12/31 11.209 K $ 2.86 %
2025/09/30 EMR EMERSON ELEC CO 0.36% 514.644 K $ 3923 2024/06/30 -8.453 K $ -1.61 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.31% 450.510 K $ 2401 2023/12/31 65.122 K $ 16.74 %
2025/09/30 SLG SL GREEN RLTY CORP 0.30% 437.940 K $ 7322 2023/12/31 -17.422 K $ -3.38 %
2025/09/30 MTUM ISHARES TR 0.30% 427.797 K $ 1668 2023/12/31 27.517 K $ 6.71 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.28% 410.497 K $ 2867 2025/06/30 111.983 K $ 52.92 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.28% 401.971 K $ 4210 2023/12/31 19.445 K $ 4.64 %
2025/09/30 FLOT ISHARES TR 0.27% 389.919 K $ 7633 2025/03/31 598.000 $ 0.14 %
2025/09/30 IUSG ISHARES TR 0.25% 355.569 K $ 2161 2024/09/30 31.560 K $ 9.40 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.24% 351.752 K $ 1059 2025/03/31 15.446 K $ 4.13 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.24% 349.360 K $ 3566 2025/06/30 12.576 K $ 5.01 %
2025/09/30 IGHG PROSHARES TR 0.23% 335.895 K $ 4252 2023/12/31 2.727 K $ 0.83 %
2025/09/30 MCD MCDONALDS CORP 0.21% 301.267 K $ 991 2023/12/31 12.153 K $ 4.01 %
2025/09/30 NRG NRG ENERGY INC 0.21% 297.940 K $ 1840 2025/03/31 2.981 K $ 0.85 %
2025/09/30 ILCG ISHARES TR 0.21% 297.088 K $ 2848 2024/09/30 21.430 K $ 7.64 %
2025/09/30 IVW ISHARES TR 0.20% 285.427 K $ 2364 2023/12/31 26.645 K $ 9.65 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.20% 282.495 K $ 5760 2023/12/31 -49.048 K $ -15.24 %
2025/09/30 WM WASTE MGMT INC DEL 0.19% 281.141 K $ 1273 2025/03/31 -8.996 K $ -3.49 %
2025/09/30 WMT WALMART INC 0.19% 279.289 K $ 2710 2025/06/30 11.922 K $ 5.40 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.19% 271.512 K $ 1760 2025/06/30 9.910 K $ 4.55 %
2025/09/30 PFE PFIZER INC 0.18% 265.563 K $ 10422 2023/12/31 13.998 K $ 5.12 %
2025/09/30 WHR WHIRLPOOL CORP 0.18% 264.505 K $ 3365 2023/12/31 -83.019 K $ -22.50 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.18% 264.106 K $ 1719 2024/03/31 -9.724 K $ -3.56 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.18% 263.574 K $ 673 2025/03/31 -44.026 K $ -12.03 %
2025/09/30 KKR KKR & CO INC 0.18% 254.171 K $ 1956 2025/06/30 -6.141 K $ -2.32 %
2025/09/30 IVV ISHARES TR 0.17% 242.408 K $ 362 2024/09/30 17.569 K $ 7.79 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.16% 234.986 K $ 1938 2023/12/31 8.741 K $ 3.91 %
2025/09/30 MO ALTRIA GROUP INC 0.16% 231.102 K $ 3498 2025/06/30 26.785 K $ 12.67 %