Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

OPAL CAPITAL LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

OPAL CAPITAL LLC (CIK 2100122) reported $559.7M across 136 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: UNH ($21.8M, 3.89%), PM ($16.7M, 2.98%), BTI ($15.9M, 2.85%), JNJ ($15.3M, 2.74%), MPLX ($15.0M, 2.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1UNHUNITEDHEALTH GROUP INC$21.8M3.89%52,435Added
2PMPHILIP MORRIS INTL INC$16.7M2.98%92,278Trimmed
3BTIBRITISH AMERN TOB PLC$15.9M2.85%258,128Added
4JNJJOHNSON & JOHNSON$15.3M2.74%60,314Added
5MPLXMPLX LP$15.0M2.68%266,131Added
6VZVERIZON COMMUNICATIONS INC$14.0M2.50%329,840Added
7NVDANVIDIA CORPORATION$13.5M2.42%67,616Added
8NEENEXTERA ENERGY INC$12.6M2.25%143,750Added
9CVXCHEVRON CORPORATION$12.4M2.22%74,951Trimmed
10UPSUNITED PARCEL SVCS INC$12.4M2.21%114,909Added
11ABBVABBVIE INC$12.1M2.15%47,900Added
12ASMLASML HLDG NV$11.9M2.12%5,976Trimmed
13TSMTAIWAN SEMICONDUCTOR MANUFAC$11.6M2.07%24,250Trimmed
14HDHOME DEPOT INC$10.9M1.95%30,950Added
15AEPAMERICAN ELEC PWR CO INC$9.6M1.71%70,152Added
16HSYHERSHEY CO$8.6M1.54%49,051Added
17ENBENBRIDGE INC$8.6M1.53%157,958Added
18CMECME GROUP INC$8.4M1.50%38,039Added
19GOOGALPHABET INC$8.3M1.49%23,529Trimmed
20AAPLAPPLE INC$8.4M1.49%28,896Added
21RTXRTX CORPORATION$8.2M1.47%43,234New
22CITHE CIGNA GROUP$8.2M1.46%29,614Added
23GSGOLDMAN SACHS GROUP INC$7.6M1.35%7,487Added
24AIGAMERICAN INTL GROUP INC$7.5M1.34%100,526Added
25AMZNAMAZON COM INC$7.1M1.28%29,967Added

Source: SEC Form 13F filings · as of 2026-06-30