Opus Investment Management Inc 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Opus Investment Management Inc disclosed 29 US equity positions worth $164.4m in its Q4 2025 13F filing. The largest position was VTI at 32.4% of the reported book, followed by WMT and ABBV. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 29 holdings.
What did Opus Investment Management Inc own in Q4 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VTI VANGUARD INDEX FDS | 32.4% | $53.2m | 158,711 | 1% | added | |
| 2 | WMT WALMART INC | Consumer Defensive | 6.4% | $10.6m | 95,000 | 0% | held |
| 3 | ABBV ABBVIE INC | Healthcare | 5.8% | $9.5m | 41,700 | 0% | held |
| 4 | AAPL APPLE INC | Technology | 5.4% | $8.8m | 32,400 | 0% | held |
| 5 | NEE NEXTERA ENERGY INC | Utilities | 4.3% | $7.1m | 88,000 | 0% | held |
| 6 | XEL XCEL ENERGY INC | Utilities | 4.1% | $6.8m | 91,709 | 0% | held |
| 7 | PEG PUBLIC SVC ENTERPRISE GRP IN | Utilities | 3.9% | $6.5m | 80,500 | 0% | held |
| 8 | JNJ JOHNSON & JOHNSON | Healthcare | 3.4% | $5.5m | 26,800 | 0% | held |
| 9 | PEP PEPSICO INC | Consumer Defensive | 2.7% | $4.5m | 31,200 | 0% | held |
| 10 | MCD MCDONALDS CORP | Consumer Cyclical | 2.7% | $4.5m | 14,600 | 0% | held |
| 11 | WM WASTE MGMT INC DEL | Industrials | 2.7% | $4.4m | 20,000 | 0% | held |
| 12 | PSX PHILLIPS 66 | Energy | 2.7% | $4.4m | 33,800 | 0% | held |
| 13 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 2.4% | $4.0m | 62,550 | 0% | held |
| 14 | PAYX PAYCHEX INC | Technology | 2.4% | $4.0m | 35,400 | 0% | held |
| 15 | MRK MERCK & CO INC | Healthcare | 2.2% | $3.7m | 35,000 | 0% | held |
| 16 | AMGN AMGEN INC | Healthcare | 2.0% | $3.3m | 10,100 | 0% | held |
| 17 | EXMOC EXXON MOBIL CORP | 1.8% | $2.9m | 24,000 | 0% | held | |
| 18 | UPS UNITED PARCEL SERVICE INC | Industrials | 1.6% | $2.6m | 26,600 | 0% | held |
| 19 | EXC EXELON CORP | Utilities | 1.5% | $2.4m | 56,000 | 0% | held |
| 20 | MSFT MICROSOFT CORP | Technology | 1.5% | $2.4m | 5,000 | 0% | held |
| 21 | APD AIR PRODS & CHEMS INC | Basic Materials | 1.4% | $2.2m | 9,000 | 0% | held |
| 22 | LNT ALLIANT ENERGY CORP | Utilities | 1.3% | $2.1m | 32,678 | 0% | held |
| 23 | BLK BLACKROCK INC | Financial Services | 1.0% | $1.6m | 1,500 | 0% | held |
| 24 | CSCO CISCO SYS INC | Technology | 0.9% | $1.5m | 20,000 | 0% | held |
| 25 | HD HOME DEPOT INC | Consumer Cyclical | 0.9% | $1.4m | 4,200 | 0% | held |
| 26 | CMS CMS ENERGY CORP | Utilities | 0.9% | $1.4m | 20,000 | 0% | held |
| 27 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.8% | $1.3m | 8,900 | 0% | held |
| 28 | LMT LOCKHEED MARTIN CORP | Industrials | 0.6% | $967.3k | 2,000 | 0% | held |
| 29 | CVX CHEVRON CORP NEW | Energy | 0.5% | $762.0k | 5,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.