Opus Investment Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$167.6M
Q ending 2026-03-31
Prior quarter
$164.4M
Q ending 2025-12-31
Change
+2.0% QoQ · +19.5% YoY
Positions
30
reported holdings
Largest positions
All 30 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $50.9M | 159K |
| Walmart Inc | WMT | Shares | $11.8M | 95K |
| Abbvie Inc | ABBV | Shares | $9.1M | 42K |
| Apple Inc | AAPL | Shares | $8.2M | 32K |
| Xcel Energy Inc | XEL | Shares | $7.3M | 92K |
| Johnson & Johnson | JNJ | Shares | $6.6M | 27K |
| Public Svc Enterprise Grp In | PEG | Shares | $6.5M | 81K |
| Nextera Energy Inc | NEE | Shares | $5.6M | 60K |
| Spdr Series Trust | SPYM | Shares | $5.1M | 67K |
| Pepsico Inc | PEP | Shares | $4.8M | 31K |
| Waste Mgmt Inc Del | WM | Shares | $4.6M | 20K |
| Mcdonalds Corp | MCD | Shares | $4.5M | 15K |
| Merck & Co Inc | MRK | Shares | $4.2M | 35K |
| Microchip Technology Inc. | MCHP | Shares | $4.0M | 63K |
| Amgen Inc | AMGN | Shares | $3.6M | 10K |
| Paychex Inc | PAYX | Shares | $3.3M | 35K |
| Phillips 66 | PSX | Shares | $3.1M | 17K |
| Exxon Mobil Corp | XOM | Shares | $3.1M | 18K |
| Exelon Corp | EXC | Shares | $2.7M | 56K |
| United Parcel Service Inc | UPS | Shares | $2.6M | 27K |
| Air Prods & Chems Inc | APD | Shares | $2.6M | 9K |
| Alliant Energy Corp | LNT | Shares | $2.3M | 33K |
| Microsoft Corp | MSFT | Shares | $1.9M | 5K |
| Cisco Sys Inc | CSCO | Shares | $1.6M | 20K |
| Cms Energy Corp | CMS | Shares | $1.6M | 20K |
| Blackrock Inc | BLK | Shares | $1.4M | 2K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Procter And Gamble Co | PG | Shares | $1.3M | 9K |
| Lockheed Martin Corp | LMT | Shares | $1.2M | 2K |
| Chevron Corp New | CVX | Shares | $776K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.