OPINICUS CAPITAL, INC.: 13F holdings
CIK 20097432026Q2
| Positions | 105 |
|---|---|
| Reported value | $186.8m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PB PROSPERITY BANCSHARES INC | 264,515 | $19.3m | 10.3% |
| AAPL APPLE INC | 42,174 | $12.2m | 6.5% |
| NVDA NVIDIA CORPORATION | 36,784 | $7.4m | 3.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 13,902 | $6.6m | 3.6% |
| MSFT MICROSOFT CORP | 17,420 | $6.5m | 3.5% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 84,963 | $5.1m | 2.7% |
| VUG VANGUARD INDEX FDS | 58,766 | $5.1m | 2.7% |
| QQQ INVESCO QQQ TR | 6,792 | $5.0m | 2.7% |
| JPM JPMORGAN CHASE & CO | 15,029 | $4.9m | 2.6% |
| AMZN AMAZON COM INC | 20,145 | $4.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009743")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.