Opus Investment Management as of Dec. 31, 2025
Portfolio Holdings for Opus Investment Management
Opus Investment Management holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 32.4 | $53M | 159k | 335.27 | |
| Wal-Mart Stores (WMT) | 6.4 | $11M | 95k | 111.41 | |
| Abbvie (ABBV) | 5.8 | $9.5M | 42k | 228.49 | |
| Apple (AAPL) | 5.4 | $8.8M | 32k | 271.86 | |
| Nextera Energy (NEE) | 4.3 | $7.1M | 88k | 80.28 | |
| Xcel Energy (XEL) | 4.1 | $6.8M | 92k | 73.86 | |
| Public Service Enterprise (PEG) | 3.9 | $6.5M | 81k | 80.30 | |
| Johnson & Johnson (JNJ) | 3.4 | $5.5M | 27k | 206.95 | |
| Pepsi (PEP) | 2.7 | $4.5M | 31k | 143.52 | |
| McDonald's Corporation (MCD) | 2.7 | $4.5M | 15k | 305.63 | |
| Waste Management (WM) | 2.7 | $4.4M | 20k | 219.71 | |
| Phillips 66 (PSX) | 2.7 | $4.4M | 34k | 129.04 | |
| Microchip Technology (MCHP) | 2.4 | $4.0M | 63k | 63.72 | |
| Paychex (PAYX) | 2.4 | $4.0M | 35k | 112.18 | |
| Merck & Co (MRK) | 2.2 | $3.7M | 35k | 105.26 | |
| Amgen (AMGN) | 2.0 | $3.3M | 10k | 327.31 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $2.9M | 24k | 120.34 | |
| United Parcel Service CL B (UPS) | 1.6 | $2.6M | 27k | 99.19 | |
| Exelon Corporation (EXC) | 1.5 | $2.4M | 56k | 43.59 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.4M | 5.0k | 483.62 | |
| Air Products & Chemicals (APD) | 1.4 | $2.2M | 9.0k | 247.02 | |
| Alliant Energy Corporation (LNT) | 1.3 | $2.1M | 33k | 65.01 | |
| Blackrock (BLK) | 1.0 | $1.6M | 1.5k | 1070.34 | |
| Cisco Systems (CSCO) | 0.9 | $1.5M | 20k | 77.03 | |
| Home Depot (HD) | 0.9 | $1.4M | 4.2k | 344.10 | |
| CMS Energy Corporation (CMS) | 0.9 | $1.4M | 20k | 69.93 | |
| Procter & Gamble Company (PG) | 0.8 | $1.3M | 8.9k | 143.31 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $967k | 2.0k | 483.67 | |
| Chevron Corporation (CVX) | 0.5 | $762k | 5.0k | 152.41 |
