Opus Investment Management as of March 31, 2025
Portfolio Holdings for Opus Investment Management
Opus Investment Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 24.5 | $34M | 125k | 274.84 | |
| Abbvie (ABBV) | 6.2 | $8.7M | 42k | 209.52 | |
| Wal-Mart Stores (WMT) | 5.9 | $8.3M | 95k | 87.79 | |
| Apple (AAPL) | 5.1 | $7.2M | 32k | 222.13 | |
| Public Service Enterprise (PEG) | 4.7 | $6.6M | 81k | 82.30 | |
| Xcel Energy (XEL) | 4.6 | $6.5M | 92k | 70.79 | |
| Nextera Energy (NEE) | 4.4 | $6.2M | 88k | 70.89 | |
| Paychex (PAYX) | 3.9 | $5.5M | 35k | 154.28 | |
| Pepsi (PEP) | 3.3 | $4.7M | 31k | 149.94 | |
| Waste Management (WM) | 3.3 | $4.6M | 20k | 231.51 | |
| McDonald's Corporation (MCD) | 3.3 | $4.6M | 15k | 312.37 | |
| Johnson & Johnson (JNJ) | 3.2 | $4.4M | 27k | 165.84 | |
| Phillips 66 (PSX) | 3.0 | $4.2M | 34k | 123.48 | |
| Amgen (AMGN) | 2.2 | $3.1M | 10k | 311.55 | |
| Merck & Co (MRK) | 2.2 | $3.1M | 35k | 89.76 | |
| Microchip Technology (MCHP) | 2.2 | $3.0M | 63k | 48.41 | |
| United Parcel Service CL B (UPS) | 2.1 | $2.9M | 27k | 109.99 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $2.9M | 24k | 118.93 | |
| Air Products & Chemicals (APD) | 1.9 | $2.7M | 9.0k | 294.92 | |
| Exelon Corporation (EXC) | 1.8 | $2.6M | 56k | 46.08 | |
| Alliant Energy Corporation (LNT) | 1.5 | $2.1M | 33k | 64.35 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.9M | 5.0k | 375.39 | |
| Home Depot (HD) | 1.1 | $1.5M | 4.2k | 366.49 | |
| Procter & Gamble Company (PG) | 1.1 | $1.5M | 8.9k | 170.42 | |
| CMS Energy Corporation (CMS) | 1.1 | $1.5M | 20k | 75.11 | |
| Blackrock (BLK) | 1.0 | $1.4M | 1.5k | 946.48 | |
| Cisco Systems (CSCO) | 0.9 | $1.2M | 20k | 61.71 | |
| Wec Energy Group (WEC) | 0.8 | $1.1M | 10k | 108.98 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $893k | 2.0k | 446.71 | |
| Chevron Corporation (CVX) | 0.6 | $837k | 5.0k | 167.29 |
