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Opinicus Capital, Inc.
Opinicus Capital, Inc. is an SEC-registered investment adviser headquartered in Tampa, Florida. The firm specializes in comprehensive financial services for successful entrepreneurs, affluent multi-generational families, and retirees. Opinicus focuses on strategic planning, financial modeling, and facilitating critical financial initiatives that address the evolving needs of wealth management clients. The firm also provides tax and accounting services through a separate entity. Year founded and employee count are not publicly disclosed.
Investment Strategy
Opinicus emphasizes a holistic approach to wealth management, leveraging critical thinking, strategic planning, and financial modeling to guide investment decisions for entrepreneurs, multi-generational families, and retirees. The firm's philosophy centers on capitalizing on opportunities through customized strategies designed for clients with 'money in motion.' Services are tailored for long-term financial planning and asset management.
Latest 13F Filing Activity
Opinicus Capital, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions with a total 13F market value of $132M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Taiwan Semiconductor MFG LTD among other positions. Opinicus Capital, Inc. reduced exposure to Apple Inc., Dicks Sporting Goods Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.89% | $9.1M | 44,198 | $193.11 | $205.17 | -$587.2K |
M MSFT | MICROSOFT CORP | 5.95% | $7.8M | 15,731 | $377.00 | $497.41 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 5.54% | $7.3M | 46,162 | $51.34 | $157.99 | +$2.4M |
J JPM | JPMORGAN CHASE & CO. | 4.00% | $5.3M | 18,157 | $173.99 | $289.91 | +$806.1K |
V VUG | VANGUARD INDEX FDS | 3.68% | $4.8M | 11,061 | $318.75 | $438.40 | +$990.4K |
Industry Allocation
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