Opus Investment Management as of Dec. 31, 2024
Portfolio Holdings for Opus Investment Management
Opus Investment Management holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.0 | $30M | 103k | 289.81 | |
| Wal-Mart Stores (WMT) | 6.3 | $8.6M | 95k | 90.35 | |
| Apple (AAPL) | 6.0 | $8.1M | 32k | 250.42 | |
| Abbvie (ABBV) | 5.5 | $7.4M | 42k | 177.70 | |
| Public Service Enterprise (PEG) | 5.0 | $6.8M | 81k | 84.49 | |
| Nextera Energy (NEE) | 4.7 | $6.3M | 88k | 71.69 | |
| Xcel Energy (XEL) | 4.6 | $6.2M | 92k | 67.52 | |
| Paychex (PAYX) | 3.7 | $5.0M | 35k | 140.22 | |
| Pepsi (PEP) | 3.5 | $4.7M | 31k | 152.06 | |
| Wec Energy Group (WEC) | 3.5 | $4.7M | 50k | 94.04 | |
| McDonald's Corporation (MCD) | 3.1 | $4.2M | 15k | 289.89 | |
| Waste Management (WM) | 3.0 | $4.0M | 20k | 201.79 | |
| Johnson & Johnson (JNJ) | 2.9 | $3.9M | 27k | 144.62 | |
| Phillips 66 (PSX) | 2.8 | $3.9M | 34k | 113.93 | |
| Microchip Technology (MCHP) | 2.6 | $3.6M | 63k | 57.35 | |
| Merck & Co (MRK) | 2.6 | $3.5M | 35k | 99.48 | |
| United Parcel Service CL B (UPS) | 2.5 | $3.4M | 27k | 126.10 | |
| Amgen (AMGN) | 1.9 | $2.6M | 10k | 260.64 | |
| Air Products & Chemicals (APD) | 1.9 | $2.6M | 9.0k | 290.04 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $2.6M | 24k | 107.57 | |
| Exelon Corporation (EXC) | 1.6 | $2.1M | 56k | 37.64 | |
| Microsoft Corporation (MSFT) | 1.6 | $2.1M | 5.0k | 421.50 | |
| Alliant Energy Corporation (LNT) | 1.4 | $1.9M | 33k | 59.14 | |
| Home Depot (HD) | 1.2 | $1.6M | 4.2k | 388.99 | |
| Procter & Gamble Company (PG) | 1.1 | $1.5M | 8.9k | 167.65 | |
| CMS Energy Corporation (CMS) | 1.0 | $1.3M | 20k | 66.65 | |
| Cisco Systems (CSCO) | 0.9 | $1.2M | 20k | 59.20 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $972k | 2.0k | 485.94 | |
| Chevron Corporation (CVX) | 0.5 | $724k | 5.0k | 144.84 |
