§ 13F · FUND PROFILE
OPUS INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $161M (13F)Positions · 29Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 159K | $51M | 30.4% | ±0% |
| 2 | WMT | WALMART INC | 95K | $12M | 7.0% | ±0% |
| 3 | ABBV | ABBVIE INC | 42K | $9M | 5.4% | ±0% |
| 4 | AAPL | APPLE INC | 32K | $8M | 4.9% | ±0% |
| 5 | XEL | XCEL ENERGY INC | 92K | $7M | 4.3% | ±0% |
| 6 | JNJ | JOHNSON & JOHNSON | 27K | $7M | 3.9% | ±0% |
| 7 | PEG | PUBLIC SVC ENTERPRISE GRP IN | 81K | $7M | 3.9% | ±0% |
| 8 | NEE | NEXTERA ENERGY INC | 60K | $6M | 3.3% | −32% |
| 9 | SPYM | SPDR SERIES TRUST | 67K | $5M | 3.1% | NEW |
| 10 | PEP | PEPSICO INC | 31K | $5M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPUS SIGNAL
AC read
OPUS INVESTMENT MANAGEMENT INC is a Other fund managing $161 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed