OPAL CAPITAL LLC - Portfolio overview

OPAL CAPITAL LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. CVX - Chevron Corp, 3.15%
2. PM - Philip Morris International Inc, 2.83%
3. VZ - VERIZON COMMUNICATIONS INC, 2.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.