Opus Investment Management
Latest statistics and disclosures from Opus Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, WMT, ABBV, AAPL, NEE, and represent 54.27% of Opus Investment Management's stock portfolio.
- Added to shares of these 1 stock: VTI.
- Opus Investment Management was a net buyer of stock by $522k.
- Opus Investment Management has $164M in assets under management (AUM), dropping by 1.93%.
- Central Index Key (CIK): 0001097833
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Portfolio Holdings for Opus Investment Management
Opus Investment Management holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 32.4 | $53M | 159k | 335.27 |
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| Wal-Mart Stores (WMT) | 6.4 | $11M | 95k | 111.41 |
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| Abbvie (ABBV) | 5.8 | $9.5M | 42k | 228.49 |
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| Apple (AAPL) | 5.4 | $8.8M | 32k | 271.86 |
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| Nextera Energy (NEE) | 4.3 | $7.1M | 88k | 80.28 |
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| Xcel Energy (XEL) | 4.1 | $6.8M | 92k | 73.86 |
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| Public Service Enterprise (PEG) | 3.9 | $6.5M | 81k | 80.30 |
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| Johnson & Johnson (JNJ) | 3.4 | $5.5M | 27k | 206.95 |
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| Pepsi (PEP) | 2.7 | $4.5M | 31k | 143.52 |
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| McDonald's Corporation (MCD) | 2.7 | $4.5M | 15k | 305.63 |
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| Waste Management (WM) | 2.7 | $4.4M | 20k | 219.71 |
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| Phillips 66 (PSX) | 2.7 | $4.4M | 34k | 129.04 |
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| Microchip Technology (MCHP) | 2.4 | $4.0M | 63k | 63.72 |
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| Paychex (PAYX) | 2.4 | $4.0M | 35k | 112.18 |
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| Merck & Co (MRK) | 2.2 | $3.7M | 35k | 105.26 |
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| Amgen (AMGN) | 2.0 | $3.3M | 10k | 327.31 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $2.9M | 24k | 120.34 |
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| United Parcel Service CL B (UPS) | 1.6 | $2.6M | 27k | 99.19 |
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| Exelon Corporation (EXC) | 1.5 | $2.4M | 56k | 43.59 |
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| Microsoft Corporation (MSFT) | 1.5 | $2.4M | 5.0k | 483.62 |
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| Air Products & Chemicals (APD) | 1.4 | $2.2M | 9.0k | 247.02 |
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| Alliant Energy Corporation (LNT) | 1.3 | $2.1M | 33k | 65.01 |
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| Blackrock (BLK) | 1.0 | $1.6M | 1.5k | 1070.34 |
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| Cisco Systems (CSCO) | 0.9 | $1.5M | 20k | 77.03 |
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| Home Depot (HD) | 0.9 | $1.4M | 4.2k | 344.10 |
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| CMS Energy Corporation (CMS) | 0.9 | $1.4M | 20k | 69.93 |
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| Procter & Gamble Company (PG) | 0.8 | $1.3M | 8.9k | 143.31 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $967k | 2.0k | 483.67 |
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| Chevron Corporation (CVX) | 0.5 | $762k | 5.0k | 152.41 |
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Past Filings by Opus Investment Management
SEC 13F filings are viewable for Opus Investment Management going back to 2011
- Opus Investment Management 2025 Q4 filed Feb. 12, 2026
- Opus Investment Management 2025 Q3 filed Nov. 10, 2025
- Opus Investment Management 2025 Q2 filed Aug. 12, 2025
- Opus Investment Management 2025 Q1 filed May 14, 2025
- Opus Investment Management 2024 Q4 filed Feb. 11, 2025
- Opus Investment Management 2024 Q3 filed Nov. 12, 2024
- Opus Investment Management 2024 Q2 filed Aug. 13, 2024
- Opus Investment Management 2024 Q1 filed May 3, 2024
- Opus Investment Management 2023 Q4 filed Feb. 9, 2024
- Opus Investment Management 2023 Q3 filed Nov. 8, 2023
- Opus Investment Management 2022 Q1 amended filed Aug. 31, 2023
- Opus Investment Management 2022 Q2 amended filed Aug. 31, 2023
- Opus Investment Management 2022 Q3 amended filed Aug. 31, 2023
- Opus Investment Management 2022 Q4 amended filed Aug. 31, 2023
- Opus Investment Management 2023 Q1 amended filed Aug. 31, 2023
- Opus Investment Management 2023 Q2 filed Aug. 10, 2023