§ 13F · FUND PROFILE
OPUS INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $150.5T (13F)Positions · 29Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 159K | $53.2T | 32.4% | +1% |
| 2 | WMT | WALMART INC | 95K | $10.6T | 6.4% | ±0% |
| 3 | ABBV | ABBVIE INC | 42K | $9.5T | 5.8% | ±0% |
| 4 | AAPL | APPLE INC | 32K | $8.8T | 5.4% | ±0% |
| 5 | NEE | NEXTERA ENERGY INC | 88K | $7.1T | 4.3% | ±0% |
| 6 | XEL | XCEL ENERGY INC | 92K | $6.8T | 4.1% | ±0% |
| 7 | PEG | PUBLIC SVC ENTERPRISE GRP IN | 81K | $6.5T | 3.9% | ±0% |
| 8 | JNJ | JOHNSON & JOHNSON | 27K | $5.5T | 3.4% | ±0% |
| 9 | PEP | PEPSICO INC | 31K | $4.5T | 2.7% | ±0% |
| 10 | MCD | MCDONALDS CORP | 15K | $4.5T | 2.7% | ±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 $150453.4 trillion in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed