13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002009743
Total reported value
$186.8M
$186.8M
94 檔
17.7%
The Q4 2024 SEC filing reveals that Opinicus Capital, Inc. held a total portfolio value of $186.8M, covering 94 public equity positions.
During Q4 2024, Opinicus Capital, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 17.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.31% | -1.06% | -1.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -1.00% | -1.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.34% | -0.77% | -7.57% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.89% | -0.51% | -0.78% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.71% | -0.46% | -3.46% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | -0.41% | -7.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.19% | -0.15% | -4.57% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.10% | -0.52% | -2.33% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.62% | +0.04% | -2.85% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.35% | -0.04% | -2.24% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 2.03% | -0.21% | -5.02% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.01% | -1.21% | -0.41% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.88% | -0.34% | -2.14% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.62% | -0.42% | -3.43% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | -0.15% | +1.17% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.41% | -0.41% | -3.27% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | -0.22% | +0.99% | |
| 18 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.39% | -0.16% | -4.59% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.38% | -0.21% | +5.23% | |
| 20 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.36% | -0.16% | -4.01% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.31% | -0.23% | -0.62% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.30% | -0.24% | -1.56% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.29% | +0.07% | -1.47% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.14% | -0.24% | +1.63% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.33% | -6.93% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.05% | +0.58% | +2.48% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | -0.09% | +4.65% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.01% | -0.25% | -3.42% | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 0.98% | — | +14.31% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | -0.07% | +0.05% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.92% | +0.69% | -1.98% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.12% | -11.96% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.11% | NEW | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.89% | -0.10% | -56.07% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | -0.13% | -3.18% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.85% | -0.27% | +2.80% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.85% | -0.41% | -5.90% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.84% | -0.06% | +8.35% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.83% | -0.15% | -3.85% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.35% | +4.97% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | -0.07% | -2.24% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | -0.09% | -2.21% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.10% | -9.06% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | — | -3.64% | |
| 45 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.66% | — | -16.14% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | +0.56% | -0.26% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.31% | +0.58% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.19% | +0.39% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.17% | +0.72% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +0.41% | +88.77% |
According to official SEC Form 13F filings, Opinicus Capital, Inc. reported a total U.S. public equity portfolio value of $186.8M across 94 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Opinicus Capital, Inc.'s top holdings by market value included AAPL (9.3%)、MSFT (5.6%)、NVDA (5.3%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q4 2024, Opinicus Capital, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.