Opus Investment Management INC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Opus Investment Management INC disclosed 30 US equity positions worth $167.6m in its Q1 2026 13F filing. The largest position was VTI at 30.4% of the reported book, followed by WMT and ABBV.
What did Opus Investment Management INC own in Q1 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VTI VANGUARD INDEX FDS | 30.4% | $50.9m | 158,711 | – | ||
| 2 | WMT WALMART INC | Consumer Defensive | 7.0% | $11.8m | 95,000 | – | |
| 3 | ABBV ABBVIE INC | Healthcare | 5.4% | $9.1m | 41,700 | – | |
| 4 | AAPL APPLE INC | Technology | 4.9% | $8.2m | 32,400 | – | |
| 5 | XEL XCEL ENERGY INC | Utilities | 4.3% | $7.3m | 91,709 | – | |
| 6 | JNJ JOHNSON & JOHNSON | Healthcare | 3.9% | $6.6m | 26,800 | – | |
| 7 | PEG PUBLIC SVC ENTERPRISE GRP IN | Utilities | 3.9% | $6.5m | 80,500 | – | |
| 8 | NEE NEXTERA ENERGY INC | Utilities | 3.3% | $5.6m | 60,000 | – | |
| 9 | SPYM SPDR SERIES TRUST | 3.1% | $5.1m | 66,878 | – | ||
| 10 | PEP PEPSICO INC | Consumer Defensive | 2.9% | $4.8m | 31,200 | – | |
| 11 | WM WASTE MGMT INC DEL | Industrials | 2.7% | $4.6m | 20,000 | – | |
| 12 | MCD MCDONALDS CORP | Consumer Cyclical | 2.7% | $4.5m | 14,600 | – | |
| 13 | MRK MERCK & CO INC | Healthcare | 2.5% | $4.2m | 35,000 | – | |
| 14 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 2.4% | $4.0m | 62,550 | – | |
| 15 | AMGN AMGEN INC | Healthcare | 2.1% | $3.6m | 10,100 | – | |
| 16 | PAYX PAYCHEX INC | Technology | 1.9% | $3.3m | 35,400 | – | |
| 17 | PSX PHILLIPS 66 | Energy | 1.8% | $3.1m | 16,900 | – | |
| 18 | EXMOC EXXON MOBIL CORP | 1.8% | $3.1m | 18,000 | – | ||
| 19 | EXC EXELON CORP | Utilities | 1.6% | $2.7m | 56,000 | – | |
| 20 | UPS UNITED PARCEL SERVICE INC | Industrials | 1.6% | $2.6m | 26,600 | – | |
| 21 | APD AIR PRODS & CHEMS INC | Basic Materials | 1.6% | $2.6m | 9,000 | – | |
| 22 | LNT ALLIANT ENERGY CORP | Utilities | 1.4% | $2.3m | 32,678 | – | |
| 23 | MSFT MICROSOFT CORP | Technology | 1.1% | $1.9m | 5,000 | – | |
| 24 | CSCO CISCO SYS INC | Technology | 0.9% | $1.6m | 20,000 | – | |
| 25 | CMS CMS ENERGY CORP | Utilities | 0.9% | $1.6m | 20,000 | – | |
| 26 | BLK BLACKROCK INC | Financial Services | 0.9% | $1.4m | 1,500 | – | |
| 27 | HD HOME DEPOT INC | Consumer Cyclical | 0.8% | $1.4m | 4,200 | – | |
| 28 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.8% | $1.3m | 8,900 | – | |
| 29 | LMT LOCKHEED MARTIN CORP | Industrials | 0.7% | $1.2m | 2,000 | – | |
| 30 | CVX CHEVRON CORP NEW | Energy | 0.5% | $775.9k | 3,750 | – |
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.