Opus Investment Management
Latest statistics and disclosures from Opus Investment Management's latest quarterly 13F-HR filing:
Tip: Access up to 7 years of quarterly data
Positions held by Opus Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Opus Investment Management
Opus Investment Management holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 32.0 | $52M | 157k | 328.17 |
|
|
| Wal-Mart Stores (WMT) | 6.1 | $9.8M | 95k | 103.06 |
|
|
| Abbvie (ABBV) | 6.0 | $9.7M | 42k | 231.54 |
|
|
| Apple (AAPL) | 5.1 | $8.3M | 32k | 254.63 |
|
|
| Xcel Energy (XEL) | 4.6 | $7.4M | 92k | 80.65 |
|
|
| Public Service Enterprise (PEG) | 4.2 | $6.7M | 81k | 83.46 |
|
|
| Nextera Energy (NEE) | 4.1 | $6.6M | 88k | 75.49 |
|
|
| Johnson & Johnson (JNJ) | 3.1 | $5.0M | 27k | 185.42 |
|
|
| Phillips 66 (PSX) | 2.9 | $4.6M | 34k | 136.02 |
|
|
| Paychex (PAYX) | 2.8 | $4.5M | 35k | 126.76 |
|
|
| McDonald's Corporation (MCD) | 2.8 | $4.4M | 15k | 303.89 |
|
|
| Waste Management (WM) | 2.7 | $4.4M | 20k | 220.83 |
|
|
| Pepsi (PEP) | 2.7 | $4.4M | 31k | 140.44 |
|
|
| Microchip Technology (MCHP) | 2.5 | $4.0M | 63k | 64.22 |
|
|
| Merck & Co (MRK) | 1.8 | $2.9M | 35k | 83.93 |
|
|
| Amgen (AMGN) | 1.8 | $2.9M | 10k | 282.20 |
|
|
| Exxon Mobil Corporation (XOM) | 1.7 | $2.7M | 24k | 112.75 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $2.6M | 5.0k | 517.95 |
|
|
| Exelon Corporation (EXC) | 1.6 | $2.5M | 56k | 45.01 |
|
|
| Air Products & Chemicals (APD) | 1.5 | $2.5M | 9.0k | 272.72 |
|
|
| United Parcel Service CL B (UPS) | 1.4 | $2.2M | 27k | 83.53 |
|
|
| Alliant Energy Corporation (LNT) | 1.4 | $2.2M | 33k | 67.41 |
|
|
| Blackrock (BLK) | 1.1 | $1.7M | 1.5k | 1165.87 |
|
|
| Home Depot (HD) | 1.1 | $1.7M | 4.2k | 405.19 |
|
|
| CMS Energy Corporation (CMS) | 0.9 | $1.5M | 20k | 73.26 |
|
|
| Cisco Systems (CSCO) | 0.8 | $1.4M | 20k | 68.42 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $1.4M | 8.9k | 153.65 |
|
|
| Lockheed Martin Corporation (LMT) | 0.6 | $998k | 2.0k | 499.21 |
|
|
| Chevron Corporation (CVX) | 0.5 | $777k | 5.0k | 155.29 |
|
Past Filings by Opus Investment Management
SEC 13F filings are viewable for Opus Investment Management going back to 2011
- 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
- Opus Investment Management 2023 Q1 filed May 12, 2023