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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 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTC INTEL CORP Technology 5,545.0 $205K 0.14% NEW $36.90 +221.1%
102 IWF ISHARES TR 432.0 $204K 0.14% -3.0 -0.7% $472.80 -73.6%
Page 6 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%