OPAL CAPITAL LLC

PrivateCIK: 2100122
Location

BOCA RATON, FL

141
Positions
$564.67M
Total AUM (reported)
11.33M
Total Shares

Allocation by class

TOTAL AUM$564.67M141 positions
COM$314.21M55.6%
ADR$70.59M12.5%
SPONSORED ADR$32.59M5.8%
CL A$17.05M3.0%
COM NEW$14.94M2.6%
CL B$13.49M2.4%
COM UNIT REP LTD$13.21M2.3%

Portfolio Concentration

Top 38.5%4–1013.8%11–2521.5%Rest56.2%TOP 1022.4%0%100%
Top 3$48.09M8.5%
4–10$78.12M13.8%
11–25$121.37M21.5%
Rest$317.10M56.2%

Top 3 weight

8.5%

Top 10 weight

22.4%

Voting Authority Distribution

Total shares with voting rights: 11.33M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

11.33M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole141
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings141
Rows:

Chevron Corp

SOLE
COM
Shares85.72K
TypeSH
Market value$17.74M
3.14%
Sole
0.00
Shared
0.00
None
85.72K

Philip Morris International Inc

SOLE
COM
Shares96.46K
TypeSH
Market value$15.95M
2.82%
Sole
0.00
Shared
0.00
None
96.46K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares286.97K
TypeSH
Market value$14.41M
2.55%
Sole
0.00
Shared
0.00
None
286.97K

MPLX LP

SOLE
COM UNIT REP LTD
Shares231.53K
TypeSH
Market value$13.21M
2.34%
Sole
0.00
Shared
0.00
None
231.53K

British American Tobacco PLC

SOLE
SPONSORED ADR
Shares224.80K
TypeSH
Market value$13.14M
2.33%
Sole
0.00
Shared
0.00
None
224.80K

NextEra Energy Inc

SOLE
COM
Shares125.06K
TypeSH
Market value$11.62M
2.06%
Sole
0.00
Shared
0.00
None
125.06K

Johnson & Johnson

SOLE
COM
Shares44.20K
TypeSH
Market value$10.80M
1.91%
Sole
0.00
Shared
0.00
None
44.20K

United Parcel Service Inc

SOLE
CL B
Shares99.94K
TypeSH
Market value$9.83M
1.74%
Sole
0.00
Shared
0.00
None
99.94K

CME Group Inc

SOLE
COM
Shares33.11K
TypeSH
Market value$9.78M
1.73%
Sole
0.00
Shared
0.00
None
33.11K

NVIDIA Corp

SOLE
COM
Shares55.80K
TypeSH
Market value$9.73M
1.72%
Sole
0.00
Shared
0.00
None
55.80K

UnitedHealth Group Inc

SOLE
COM
Shares34.93K
TypeSH
Market value$9.45M
1.67%
Sole
0.00
Shared
0.00
None
34.93K

Taiwan Semiconductor Manufacturing Co Ltd

SOLE
D SPONSORED ADS
Shares27.77K
TypeSH
Market value$9.38M
1.66%
Sole
0.00
Shared
0.00
None
27.77K

AbbVie Inc

SOLE
COM
Shares41.15K
TypeSH
Market value$8.95M
1.59%
Sole
0.00
Shared
0.00
None
41.15K

Valero Energy Corp

SOLE
COM
Shares36.10K
TypeSH
Market value$8.92M
1.58%
Sole
0.00
Shared
0.00
None
36.10K

Hershey Co/The

SOLE
COM
Shares42.63K
TypeSH
Market value$8.86M
1.57%
Sole
0.00
Shared
0.00
None
42.63K

Universal Music Group NV

SOLE
ADR
Shares915.63K
TypeSH
Market value$8.79M
1.56%
Sole
0.00
Shared
0.00
None
915.63K

Dominion Energy Inc

SOLE
COM
Shares140.94K
TypeSH
Market value$8.71M
1.54%
Sole
0.00
Shared
0.00
None
140.94K

ASML Holding NV

SOLE
N Y REGISTRY SHS
Shares6.22K
TypeSH
Market value$8.21M
1.45%
Sole
0.00
Shared
0.00
None
6.22K

American Electric Power Co Inc

SOLE
COM
Shares61.04K
TypeSH
Market value$8.00M
1.42%
Sole
0.00
Shared
0.00
None
61.04K

Enbridge Inc

SOLE
COM
Shares137.41K
TypeSH
Market value$7.44M
1.32%
Sole
0.00
Shared
0.00
None
137.41K

Alphabet Inc

SOLE
CAP STK CL C
Shares24.97K
TypeSH
Market value$7.16M
1.27%
Sole
0.00
Shared
0.00
None
24.97K

Orange SA

SOLE
ADR
Shares338.73K
TypeSH
Market value$6.93M
1.23%
Sole
0.00
Shared
0.00
None
338.73K

Petroleo Brasileiro SA

SOLE
O SPONSORED ADR
Shares332.60K
TypeSH
Market value$6.90M
1.22%
Sole
0.00
Shared
0.00
None
332.60K

Cigna Corp

SOLE
COM
Shares25.80K
TypeSH
Market value$6.88M
1.22%
Sole
0.00
Shared
0.00
None
25.80K

PepsiCo Inc

SOLE
COM
Shares43.56K
TypeSH
Market value$6.76M
1.20%
Sole
0.00
Shared
0.00
None
43.56K
Page 1 of 6