account_balance
Investment manager · 13F filer · SEC CIK 2009743
Opinicus Capital, Inc.
Reported value$186Mas of Sep 30, 2026
Positions98 2 new, 9 sold out
Top 10 weight43.2%PB alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PBProsperity Bancshares Inc
9.4%
AAPLApple Inc.
7.3%Trimmed −3%
MSFTMicrosoft Corp
4.7%Trimmed −2%
NVDANVIDIA Corp
4.3%Trimmed −5%
FTSMFirst Tr Exchange-Traded Fd
3.3%Added +22%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%Trimmed −5%
JAAAJanus Detroit STR Tr
2.8%Added +61%
VUGVanguard Index FDS
2.7%Trimmed −4%
AMZNAmazon.com Inc
2.7%
JPMJPMorgan Chase & Co
2.7%
QQQInvesco QQQ Tr
2.6%Trimmed −3%
VEAVanguard Tax-Managed FDS
2.4%Trimmed −3%
PBProsperity Bancshares Inc
9.4%
AAPLApple Inc.
7.3%Trimmed −3%
MSFTMicrosoft Corp
4.7%
NVDANVIDIA Corp
4.3%
FTSMFirst Tr Exchange-Traded Fd
3.3%+22%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%−5%
JAAAJanus Detroit STR Tr
2.8%
VUGVanguard Index FDS
2.7%
QQQ2.6%
VEA2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PB Prosperity Bancshares Inc 9.4% HeldAAPL Apple Inc. 7.3% Trimmed −3%MSFT Microsoft Corp 4.7% Trimmed −2%NVDA NVIDIA Corp 4.3% Trimmed −5%
FTSM First Tr Exchange-Traded Fd 3.3% Added +22%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% Trimmed −5%JAAA Janus Detroit STR Tr 2.8% Added +61%
VUG Vanguard Index FDS 2.7% Trimmed −4%
AMZN Amazon.com Inc 2.7% HeldJPM JPMorgan Chase & Co 2.7% HeldQQQ Invesco QQQ Tr 2.6% Trimmed −3%
VEA Vanguard Tax-Managed FDS 2.4% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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