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Portfolio (Quarterly) Guide ↗

OPINICUS CAPITAL, INC.

· CIK 0002009743
13F Portfolio $143M AUM 102 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 31 Added 49 Reduced 13 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,246.0 $599K 0.42% +9.0 +0.7% $480.60 +4.7%
62 MMM 3M CO Industrials 3,733.0 $598K 0.42% -128.0 -3.3% $160.10 -5.3%
63 BERKSHIRE HATHAWAY INC DEL 1,187.0 $597K 0.42% +7.0 +0.6% $502.65
64 VRT VERTIV HOLDINGS CO Industrials 3,635.0 $589K 0.41% -337.0 -8.5% $162.02 +94.8%
65 BA BOEING CO Industrials 2,684.0 $583K 0.41% NEW $217.12 +1.1%
66 VZ VERIZON COMMUNICATIONS INC Communication Services 14,152.0 $576K 0.40% -17K -54.8% $40.73 +17.4%
67 XLF SELECT SECTOR SPDR TR 10,391.0 $569K 0.40% +596.0 +6.1% $54.77 -5.6%
68 UPS UNITED PARCEL SERVICE INC Industrials 5,347.0 $530K 0.37% -4K -41.8% $99.18 -0.3%
69 EMR EMERSON ELEC CO Industrials 3,954.0 $525K 0.37% +31.0 +0.8% $132.73 +1.6%
70 T AT&T INC Communication Services 19,090.0 $474K 0.33% +213.0 +1.1% $24.84 +0.4%
71 APP APPLOVIN CORP Technology 621.0 $418K 0.29% -120.0 -16.2% $673.82 -27.9%
72 MTUM ISHARES TR 1,660.0 $415K 0.29% $250.24 +20.7%
73 SCHW SCHWAB CHARLES CORP Financial Services 4,060.0 $406K 0.28% -150.0 -3.6% $99.90 -9.8%
74 SPG SIMON PPTY GROUP INC NEW Real Estate 2,164.0 $401K 0.28% -237.0 -9.9% $185.08 +10.3%
75 AXP AMERICAN EXPRESS CO Financial Services 1,073.0 $397K 0.28% +14.0 +1.3% $370.02 -16.3%
76 HOOD ROBINHOOD MKTS INC Financial Services 3,421.0 $387K 0.27% +554.0 +19.3% $113.10 -32.9%
77 IUSG ISHARES TR 2,103.0 $353K 0.25% -58.0 -2.7% $167.96 +11.1%
78 UBER UBER TECHNOLOGIES INC Technology 4,311.0 $352K 0.25% +745.0 +20.9% $81.71 -8.7%
79 IGHG PROSHARES TR 4,037.0 $317K 0.22% -215.0 -5.1% $78.42 +0.3%
80 FLOT ISHARES TR 6,179.0 $314K 0.22% -1K -19.1% $50.86 +0.3%
Page 4 of 6  ·  102 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 39.9%
Financial Services 17.5%
Consumer Cyclical 10.5%
Communication Services 8.9%
Healthcare 8.4%
Industrials 8.1%
Consumer Defensive 2.9%
Energy 1.8%
Utilities 1.2%
Real Estate 0.6%