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| Opinicus Capital Inc
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| CRD # | 168344 |
| SEC # | 801-121369 |
| CIK # | 0002009743 |
| AUM | 297.1 M (2026-03-03) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 813-443-4767 |
| Address | 3014 West Palmira Ave Tampa, FL 33629 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009743 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.8 | ||
| Nvidia Corp | 6.7 | ||
| Microsoft Corp | 6.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.0 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Amazon Com Inc | 4.2 | ||
| Lilly Eli & Co | 3.7 | ||
| Alphabet Inc | 3.1 | ||
| Toll Brothers Inc | 2.4 | ||
| United Technologies Corp /DE/ | 2.4 | ||
| AbbVie Inc | 2.3 | ||
| International Business Machines Corp | 2.1 | ||
| Deere & Co | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Applied Materials Inc /DE | 2.0 | ||
| Home Depot Inc | 1.9 | ||
| Facebook Inc | 1.9 | ||
| Denali Holding Inc | 1.9 | ||
| CrowdStrike Holdings Inc | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 27.7 |
| (b) Individuals (high net worth individuals) | 80 | 206.7 |
| (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 | 38 | 52.8 |
| (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 | 12 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,330 | 297.1 |
| By Discretionary | ||
| Discretionary | 1,324 | 291.5 |
| Non-Discretionary | 6 | 5.5 |
| Total | 1,330 | 297.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.1 | |
| Total | 1,330 | 297.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009743] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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