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, XEL, and represent 52.09% of Opus Investment Management's stock portfolio.
- Added to shares of these 1 stock: SPYM (+$5.1M).
- Started 1 new stock position in SPYM.
- Reduced shares in these 4 stocks: PSX, NEE, XOM, CVX.
- Opus Investment Management was a net seller of stock by $-1.8M.
- Opus Investment Management has $168M in assets under management (AUM), dropping by 1.98%.
- Central Index Key (CIK): 0001097833
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Portfolio Holdings for Opus Investment Management
Opus Investment Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 30.4 | $51M | 159k | 320.81 |
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| Wal-Mart Stores (WMT) | 7.0 | $12M | 95k | 124.28 |
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| Abbvie (ABBV) | 5.4 | $9.1M | 42k | 217.49 |
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| Apple (AAPL) | 4.9 | $8.2M | 32k | 253.79 |
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| Xcel Energy (XEL) | 4.3 | $7.3M | 92k | 79.44 |
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| Johnson & Johnson (JNJ) | 3.9 | $6.6M | 27k | 244.44 |
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| Public Service Enterprise (PEG) | 3.9 | $6.5M | 81k | 80.95 |
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| Nextera Energy (NEE) | 3.3 | $5.6M | -31% | 60k | 92.88 |
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| Spdr Series Trust State Street Spd (SPYM) | 3.1 | $5.1M | NEW | 67k | 76.54 |
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| Pepsi (PEP) | 2.9 | $4.8M | 31k | 155.29 |
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| Waste Management (WM) | 2.7 | $4.6M | 20k | 229.79 |
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| McDonald's Corporation (MCD) | 2.7 | $4.5M | 15k | 310.79 |
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| Merck & Co (MRK) | 2.5 | $4.2M | 35k | 120.29 |
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| Microchip Technology (MCHP) | 2.4 | $4.0M | 63k | 64.61 |
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| Amgen (AMGN) | 2.1 | $3.6M | 10k | 351.85 |
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| Paychex (PAYX) | 1.9 | $3.3M | 35k | 92.12 |
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| Phillips 66 (PSX) | 1.8 | $3.1M | -50% | 17k | 182.18 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $3.1M | -25% | 18k | 169.66 |
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| Exelon Corporation (EXC) | 1.6 | $2.7M | 56k | 49.02 |
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| United Parcel Service CL B (UPS) | 1.6 | $2.6M | 27k | 98.38 |
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| Air Products & Chemicals (APD) | 1.6 | $2.6M | 9.0k | 290.49 |
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| Alliant Energy Corporation (LNT) | 1.4 | $2.3M | 33k | 71.76 |
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| Microsoft Corporation (MSFT) | 1.1 | $1.9M | 5.0k | 370.17 |
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| Cisco Systems (CSCO) | 0.9 | $1.6M | 20k | 77.59 |
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| CMS Energy Corporation (CMS) | 0.9 | $1.6M | 20k | 77.58 |
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| Blackrock (BLK) | 0.9 | $1.4M | 1.5k | 961.71 |
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| Home Depot (HD) | 0.8 | $1.4M | 4.2k | 328.89 |
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| Procter & Gamble Company (PG) | 0.8 | $1.3M | 8.9k | 144.44 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.2M | 2.0k | 604.39 |
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| Chevron Corporation (CVX) | 0.5 | $776k | -25% | 3.8k | 206.90 |
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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 2026 Q1 filed May 13, 2026
- 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