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Portfolio (Quarterly) Guide ↗

OPINICUS CAPITAL, INC.

· CIK 0002009743
13F Portfolio $144M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 109 New
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 3,674.0 $675K 0.47% NEW $183.71 +66.0%
62 UNH UNITEDHEALTH GROUP INC Healthcare 1,906.0 $658K 0.46% NEW $345.36 +11.0%
63 C CITIGROUP INC Financial Services 6,471.0 $657K 0.46% NEW $101.50 +23.4%
64 MS MORGAN STANLEY Financial Services 4,108.0 $653K 0.45% NEW $158.97 +26.1%
65 VRT VERTIV HOLDINGS CO Industrials 3,972.0 $599K 0.41% NEW $150.86 +109.3%
66 MMM 3M CO Industrials 3,861.0 $599K 0.41% NEW $155.17 -2.3%
67 BERKSHIRE HATHAWAY INC DEL 1,180.0 $593K 0.41% NEW $502.74
68 TGT TARGET CORP Consumer Defensive 6,447.0 $578K 0.40% NEW $89.69 +36.4%
69 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,237.0 $574K 0.40% NEW $463.63 +8.5%
70 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 6,502.0 $542K 0.38% NEW $83.34 -42.6%
71 T AT&T INC Communication Services 18,877.0 $533K 0.37% NEW $28.24 -11.7%
72 APP APPLOVIN CORP Technology 741.0 $532K 0.37% NEW $718.54 -32.4%
73 XLF SELECT SECTOR SPDR TR 9,795.0 $528K 0.37% NEW $53.87 -4.0%
74 EMR EMERSON ELEC CO Industrials 3,923.0 $515K 0.36% NEW $131.19 +2.8%
75 SPG SIMON PPTY GROUP INC NEW Real Estate 2,401.0 $451K 0.31% NEW $187.63 +8.8%
76 SLG SL GREEN RLTY CORP Real Estate 7,322.0 $438K 0.30% NEW $59.81 -30.7%
77 MTUM ISHARES TR 1,668.0 $428K 0.30% NEW $256.47 +17.8%
78 HOOD ROBINHOOD MKTS INC Financial Services 2,867.0 $410K 0.28% NEW $143.18 -47.0%
79 SCHW SCHWAB CHARLES CORP Financial Services 4,210.0 $402K 0.28% NEW $95.48 -5.6%
80 FLOT ISHARES TR 7,633.0 $390K 0.27% NEW $51.08 -0.1%
Page 4 of 6  ·  109 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 38.7%
Financial Services 17.5%
Consumer Cyclical 10.6%
Communication Services 9.2%
Healthcare 8.2%
Industrials 7.7%
Consumer Defensive 3.6%
Energy 1.7%
Real Estate 1.3%
Utilities 1.2%