account_balance
Investment manager · 13F filer · SEC CIK 2100122
Opal Capital LLC
Reported value$560Mas of Jun 30, 2026
Positions136 30 new, 35 sold out
Top 10 weight26.7%UNH alone is 4%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
UNHUnitedHealth Group Inc
3.9%Added +50%
PMPhilip Morris International Inc.
3.0%Trimmed −4%
BTIBritish American Tobacco p.l.c.
2.8%Added +15%
JNJJohnson & Johnson
2.7%Added +36%
MPLXMPLX LP
2.7%Added +15%
VZVerizon Communications Inc
2.5%Added +15%
NVDANVIDIA Corp
2.4%Added +21%
NEENextEra Energy Inc
2.3%Added +15%
CVXChevron Corp
2.2%Trimmed −13%
UPSUnited Parcel Service Inc
2.2%Added +15%
ABBVAbbVie Inc.
2.2%Added +16%
ASMLASML Holding NV
2.1%Trimmed −4%
UNHUnitedHealth Group Inc
3.9%+50%
PMPhilip Morris International Inc.
3.0%
BTIBritish American Tobacco p.l.c.
2.8%
JNJJohnson & Johnson
2.7%+36%
MPLXMPLX LP
2.7%+15%
VZVerizon Communications Inc
2.5%+15%
NVDANVIDIA Corp
2.4%
NEENextEra Energy Inc
2.3%
CVXChevron Corp
2.2%
UPSUnited Parcel Service Inc
2.2%
ABBVAbbVie Inc.
2.2%
ASMLASML Holding NV
2.1%
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
UNH UnitedHealth Group Inc 3.9% Added +50%PM Philip Morris International Inc. 3.0% Trimmed −4%BTI British American Tobacco p.l.c. 2.8% Added +15%JNJ Johnson & Johnson 2.7% Added +36%MPLX MPLX LP 2.7% Added +15%VZ Verizon Communications Inc 2.5% Added +15%NVDA NVIDIA Corp 2.4% Added +21%NEE NextEra Energy Inc 2.3% Added +15%CVX Chevron Corp 2.2% Trimmed −13%UPS United Parcel Service Inc 2.2% Added +15%ABBV AbbVie Inc. 2.2% Added +16%ASML ASML Holding NV 2.1% Trimmed −4%
What changed
Biggest moves since Mar 31, 2026
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