Opus Investment Management as of March 31, 2026
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 | |
| Wal-Mart Stores (WMT) | 7.0 | $12M | 95k | 124.28 | |
| Abbvie (ABBV) | 5.4 | $9.1M | 42k | 217.49 | |
| Apple (AAPL) | 4.9 | $8.2M | 32k | 253.79 | |
| Xcel Energy (XEL) | 4.3 | $7.3M | 92k | 79.44 | |
| Johnson & Johnson (JNJ) | 3.9 | $6.6M | 27k | 244.44 | |
| Public Service Enterprise (PEG) | 3.9 | $6.5M | 81k | 80.95 | |
| Nextera Energy (NEE) | 3.3 | $5.6M | 60k | 92.88 | |
| Spdr Series Trust State Street Spd (SPYM) | 3.1 | $5.1M | 67k | 76.54 | |
| Pepsi (PEP) | 2.9 | $4.8M | 31k | 155.29 | |
| Waste Management (WM) | 2.7 | $4.6M | 20k | 229.79 | |
| McDonald's Corporation (MCD) | 2.7 | $4.5M | 15k | 310.79 | |
| Merck & Co (MRK) | 2.5 | $4.2M | 35k | 120.29 | |
| Microchip Technology (MCHP) | 2.4 | $4.0M | 63k | 64.61 | |
| Amgen (AMGN) | 2.1 | $3.6M | 10k | 351.85 | |
| Paychex (PAYX) | 1.9 | $3.3M | 35k | 92.12 | |
| Phillips 66 (PSX) | 1.8 | $3.1M | 17k | 182.18 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $3.1M | 18k | 169.66 | |
| Exelon Corporation (EXC) | 1.6 | $2.7M | 56k | 49.02 | |
| United Parcel Service CL B (UPS) | 1.6 | $2.6M | 27k | 98.38 | |
| Air Products & Chemicals (APD) | 1.6 | $2.6M | 9.0k | 290.49 | |
| Alliant Energy Corporation (LNT) | 1.4 | $2.3M | 33k | 71.76 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.9M | 5.0k | 370.17 | |
| Cisco Systems (CSCO) | 0.9 | $1.6M | 20k | 77.59 | |
| CMS Energy Corporation (CMS) | 0.9 | $1.6M | 20k | 77.58 | |
| Blackrock (BLK) | 0.9 | $1.4M | 1.5k | 961.71 | |
| Home Depot (HD) | 0.8 | $1.4M | 4.2k | 328.89 | |
| Procter & Gamble Company (PG) | 0.8 | $1.3M | 8.9k | 144.44 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $1.2M | 2.0k | 604.39 | |
| Chevron Corporation (CVX) | 0.5 | $776k | 3.8k | 206.90 |
