Opus Investment Management as of Sept. 30, 2025
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 |
