§ 13F · FUND PROFILE
OPUS INVESTMENT MANAGEMENT INC.
AUM · $183M (13F)Positions · 31Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 159K | $59M | 32.1% | ±0% |
| 2 | WMT | WALMART INC | 95K | $11M | 5.9% | ±0% |
| 3 | ABBV | ABBVIE INC | 42K | $10M | 5.7% | ±0% |
| 4 | AAPL | APPLE INC | 32K | $9M | 5.1% | ±0% |
| 5 | XEL | XCEL ENERGY INC | 92K | $7M | 4.0% | ±0% |
| 6 | JNJ | JOHNSON & JOHNSON | 27K | $7M | 3.7% | ±0% |
| 7 | PEG | PUBLIC SVC ENTERPRISE GROUP | 81K | $7M | 3.6% | ±0% |
| 8 | SPYM | SPDR SERIES TRUST | 67K | $6M | 3.2% | ±0% |
| 9 | MCHP | MICROCHIP TECHNOLOGY INC. | 63K | $6M | 3.1% | ±0% |
| 10 | NEE | NEXTERA ENERGY INC | 60K | $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 $183 million in assets. The fund runs a portfolio of 31 positions.
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