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| Opinicus Capital Inc
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|
|---|---|
| CRD # | 168344 |
| SEC # | 801-121369 |
| CIK # | 0002009743 |
| AUM | $216.6 MM (2024-06-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 813-443-4767 |
| Address | 3014 West Palmira Ave Tampa, FL 33629 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.6 | |
| MSFT | 1,918,222.4 | 7.1 | |
| NVDA | 399,550.0 | 6.9 | |
| JPM | 340,169.2 | 3.9 | |
| AMZN | 1,092,997.8 | 3.5 | |
| LLY | 301,789.7 | 3.3 | |
| TSM | 437,370.3 | 2.8 | |
| QCOM | 147,392.0 | 2.0 | |
| BX | 69,051.8 | 2.0 | |
| AMAT | 82,662.4 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 19.0 |
| (b) Individuals (high net worth individuals) | 70 | 147.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 36.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 216.6 |
| By Discretionary | ||
| Discretionary | 603 | 214.3 |
| Non-Discretionary | 1 | 2.3 |
| Total | 604 | 216.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.6 | |
| Total | 604 | 216.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002009743] |
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