Opal Capital Llc Portfolio Stock Holdings

Opal Capital Llc disclosed 136 stock positions valued at approximately $559.7 million in its latest SEC 13F filing. The largest holdings include UNITEDHEALTH GROUP INC, PHILIP MORRIS INTL INC, and BRITISH AMERN TOB PLC. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.

Report Period
June 30, 2026
No. of Stocks
136
Portfolio Value
$559.7M
Holdings by Sector
Opal Capital Llc Portfolio Holdings in Q2 2026

132 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
UNITEDHEALTH GROUP INCUNHHealthcare3.89%52,435+17,508+50.13%$21,793,559
PHILIP MORRIS INTL INCPMConsumer Defensive2.98%92,278-4,178-4.33%$16,694,013
BRITISH AMERN TOB PLCBTIConsumer Defensive2.85%258,128+33,332+14.83%$15,941,985
JOHNSON & JOHNSONJNJHealthcare2.74%60,314+16,114+36.46%$15,317,947
MPLX LPMPLXEnergy2.68%266,131+34,596+14.94%$14,991,159
VERIZON COMMUNICATIONS INCVZCommunication Services2.50%329,840+42,873+14.94%$13,965,426
NVIDIA CORPORATIONNVDATechnology2.42%67,616+11,814+21.17%$13,529,285
NEXTERA ENERGY INCNEEUtilities2.25%143,750+18,693+14.95%$12,616,938
CHEVRON CORPORATIONCVXEnergy2.22%74,951-10,767-12.56%$12,423,878
UNITED PARCEL SVCS INCUPSIndustrials2.21%114,909+14,973+14.98%$12,352,718
ABBVIE INCABBVHealthcare2.15%47,900+6,747+16.39%$12,053,556
ASML HLDG NVASMLOther2.12%5,976-242-3.89%$11,888,893
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology2.07%24,250-3,517-12.67%$11,581,073
HOME DEPOT INCHDConsumer Cyclical1.95%30,950+12,660+69.22%$10,915,308
AMERICAN ELEC PWR CO INCAEPUtilities1.71%70,152+9,114+14.93%$9,597,495
HERSHEY COHSYConsumer Defensive1.54%49,051+6,417+15.05%$8,605,998
ENBRIDGE INCENBEnergy1.53%157,958+20,553+14.96%$8,562,903
CME GROUP INCCMEFinancial Services1.50%38,039+4,929+14.89%$8,400,152
APPLE INCAAPLTechnology1.49%28,896+5,044+21.15%$8,361,347
ALPHABET INCGOOGCommunication Services1.49%23,529-1,441-5.77%$8,313,502
RTX CORPORATIONRTXIndustrials1.47%43,234+40,589+1534.56%$8,202,787
THE CIGNA GROUPCIHealthcare1.46%29,614+3,813+14.78%$8,163,988
GOLDMAN SACHS GROUP INCGSFinancial Services1.35%7,487+2,863+61.92%$7,572,127
AMERICAN INTL GROUP INCAIGFinancial Services1.34%100,526+13,113+15.00%$7,492,203
AMAZON COM INCAMZNConsumer Cyclical1.28%29,967+3,133+11.68%$7,142,335
PEPSICO INCPEPConsumer Defensive1.21%50,070+6,510+14.94%$6,779,478
ATMOS ENERGY CORPATOUtilities1.18%38,335+5,022+15.08%$6,603,970
BROOKFIELD INFRASTRUCTURE COBIPCOther1.18%170,826+22,227+14.96%$6,576,801
UNION PAC CORPUNPIndustrials1.15%23,620+23,620+100.00%$6,424,640
ALTRIA GROUP INCMOConsumer Defensive1.12%87,116+11,346+14.97%$6,267,996
MASTERCARD INCORPORATEDMAFinancial Services1.03%11,171-1,543-12.14%$5,737,426
GSK PLCGSKHealthcare1.02%108,899-6,423-5.57%$5,708,486
MICRON TECHNOLOGY INCMUTechnology0.99%4,804+118+2.52%$5,545,209
MICROSOFT CORPMSFTTechnology0.97%14,555-3,483-19.31%$5,429,306
SANOFI SASNYHealthcare0.96%125,869+125,869+100.00%$5,369,572
BROADCOM INCAVGOTechnology0.94%13,989+2,457+21.31%$5,284,345
ABBOTT LABORATORIESABTHealthcare0.93%57,508+57,508+100.00%$5,218,276
PETROLEO BRASILEIRO S APBREnergy0.93%320,874-11,726-3.53%$5,185,324
RIO TINTO PLCRIOBasic Materials0.89%52,736+6,695+14.54%$5,006,228
TEXAS INSTRS INCTXNTechnology0.88%16,493+14,654+796.85%$4,916,069
PROCTER & GAMBLE COPGConsumer Defensive0.88%33,454-4,138-11.01%$4,905,695
FERROVIAL NVFER.MCOther0.83%68,046-15,727-18.77%$4,668,636
ALPHABET INCGOOGLCommunication Services0.83%12,961+2,275+21.29%$4,631,873
HSBC HLDGS PLCHSBCFinancial Services0.82%48,065+6,110+14.56%$4,570,501
AMERICA MOVIL SAB DE CVAMXCommunication Services0.78%167,984+21,320+14.54%$4,365,904
KINDER MORGAN INC DELKMIEnergy0.75%131,076-53,829-29.11%$4,190,500
ELI LILLY & COLLYHealthcare0.75%3,480-3,750-51.87%$4,174,016
MERCADOLIBRE INCMELIConsumer Cyclical0.73%2,422-553-18.59%$4,111,079
SPOTIFY TECHNOLOGY S ASPOTOther0.72%8,720-1,980-18.50%$4,003,614
COCA-COLA FEMSA SAB DE CVKOFConsumer Defensive0.70%36,902+4,680+14.52%$3,920,838
IDEXX LABS INCIDXXHealthcare0.69%7,304+1,846+33.82%$3,845,118
NETFLIX INC.NFLXCommunication Services0.69%53,783-7,648-12.45%$3,840,107
UBER TECHNOLOGIES INCUBERTechnology0.68%53,125-12,325-18.83%$3,833,500
QUALCOMM INCQCOMTechnology0.67%20,341+20,341+100.00%$3,758,813
CITIGROUP INCCFinancial Services0.65%25,811+4,511+21.18%$3,612,508
QXO INCQXOTechnology0.64%207,644-48,202-18.84%$3,588,088
BROOKFIELD CORPBNFinancial Services0.64%83,866-19,513-18.88%$3,571,853
BP PLCBPEnergy0.63%95,277+12,090+14.53%$3,520,485
UBS GROUP AGUBSOther0.60%67,374+8,580+14.59%$3,339,055
NOKIA CORPNOKTechnology0.57%240,190-154,080-39.08%$3,189,723
NU HLDGS LTDG6683N103Other0.52%218,533-50,738-18.84%$2,919,601
ADVANCED MICRO DEVICES INCAMDTechnology0.50%4,778-202-4.06%$2,775,588
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.48%15,135+14,709+3452.82%$2,697,662
ICICI BANK LIMITEDIBNFinancial Services0.48%92,081+11,700+14.56%$2,673,111
VISA INCVFinancial Services0.48%7,762-4,328-35.80%$2,663,065
MERCK & CO INCMRKHealthcare0.47%20,497+8,569+71.84%$2,633,865
CUMMINS INCCMIIndustrials0.46%3,619+637+21.36%$2,581,107
BOEING COBAIndustrials0.44%11,374+2,002+21.36%$2,462,130
META PLATFORMS INCMETACommunication Services0.43%4,238+404+10.54%$2,387,223
INTUITINTUTechnology0.42%9,024-1,199-11.73%$2,355,264
SANDISK CORPSNDKOther0.42%1,034+182+21.36%$2,351,037
JD.COM INCJDConsumer Cyclical0.42%92,211+11,700+14.53%$2,349,536
BANK OF AMER CORPBACFinancial Services0.42%41,134+14,286+53.21%$2,343,815
NIKE INCNKEConsumer Cyclical0.41%56,239-13,036-18.82%$2,308,611
HCA HEALTHCARE INCHCAHealthcare0.40%5,687+1,001+21.36%$2,217,304
INTUITIVE SURGICAL INCISRGHealthcare0.39%5,535+5,535+100.00%$2,201,159
ROSS STORES INCROSTConsumer Cyclical0.37%9,709+6,301+184.89%$2,066,561
NOVARTIS AGNVSHealthcare0.36%12,800+1,625+14.54%$2,006,016
GRUPO AEROPORTUARIO DEL CENTOMABIndustrials0.35%17,346+2,210+14.60%$1,961,659
LAM RESEARCH CORPLRCXOther0.32%4,120+728+21.46%$1,785,320
CHUBB LIMITEDCBFinancial Services0.31%5,170+910+21.36%$1,761,626
TESLA INCTSLAConsumer Cyclical0.31%4,136+728+21.36%$1,739,602
WESTERN DIGITAL CORPWDCTechnology0.30%2,666+455+20.58%$1,702,828
TJX COS INC NEWTJXConsumer Cyclical0.30%10,922+9,625+742.10%$1,654,683
FEDEX CORPFDXIndustrials0.29%5,126+2,852+125.42%$1,605,104
FORD MTR COFConsumer Cyclical0.28%114,583-18,743-14.06%$1,592,704
STATE STR CORPSTTFinancial Services0.28%9,384+9,384+100.00%$1,583,644
NORTHERN TR CORPNTRSFinancial Services0.28%9,100+1,582+21.04%$1,581,944
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.27%15,522+2,722+21.27%$1,491,975
EBAY INC.EBAYConsumer Cyclical0.26%13,016+13,016+100.00%$1,454,538
EVERSOURCE ENERGYESUtilities0.25%19,645+3,457+21.36%$1,419,744
VISTRA CORPVSTUtilities0.25%8,789+1,547+21.36%$1,394,199
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.24%1,386+1,386+100.00%$1,337,490
DELTA AIR LINES INCDALIndustrials0.23%13,527+2,373+21.27%$1,266,939
JPMORGAN CHASE & COJPMFinancial Services0.21%3,654-643-14.96%$1,196,064
CORNING INCGLWTechnology0.21%4,653+819+21.36%$1,188,516
AMERIPRISE FINL INCAMPFinancial Services0.21%2,585+455+21.36%$1,185,895
SCHWAB CHARLES CORPSCHWFinancial Services0.20%12,395+2,184+21.39%$1,143,687
LOCKHEED MARTIN CORPLMTIndustrials0.19%2,068+364+21.36%$1,053,563
JABIL INCJBLTechnology0.19%2,710+2,710+100.00%$1,044,651