Opus Investment Management Inc Top Holdings and 13F Report (2025) About Opus Investment Management IncInvestment ActivityOpus Investment Management Inc has $140.28 million in total holdings as of December 31, 2024.Opus Investment Management Inc owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Opus Investment Management Inc has purchased 29 new stocks and bought additional shares in 1 stock.Opus Investment Management Inc sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $34,361,321AbbVie $8,736,984Walmart $8,340,050Apple $7,197,012Public Service Enterprise Group $6,625,150 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $1,419,720 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 22,029 shares (about $6.05M)BLACKROCK INC 1,500 shares (about $1.42M) Largest Sales this Quarter WEC Energy Group 40,000 shares (about $4.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOpus Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$34,361,321$6,054,450 ▲21.4%125,02324.5%ETFABBVAbbVie$8,736,9840.0%41,7006.2%MedicalWMTWalmart$8,340,0500.0%95,0005.9%Retail/WholesaleAAPLApple$7,197,0120.0%32,4005.1%Computer and TechnologyPEGPublic Service Enterprise Group$6,625,1500.0%80,5004.7%UtilitiesXELXcel Energy$6,492,0800.0%91,7094.6%UtilitiesNEENextEra Energy$6,238,3200.0%88,0004.4%UtilitiesPAYXPaychex$5,461,5120.0%35,4003.9%Business ServicesPEPPepsiCo$4,678,1280.0%31,2003.3%Consumer StaplesWMWaste Management$4,630,2000.0%20,0003.3%Business ServicesMCDMcDonald's$4,560,6020.0%14,6003.3%Retail/WholesaleJNJJohnson & Johnson$4,444,5120.0%26,8003.2%MedicalPSXPhillips 66$4,173,6240.0%33,8003.0%EnergyAMGNAmgen$3,146,6550.0%10,1002.2%MedicalMRKMerck & Co., Inc.$3,141,6000.0%35,0002.2%MedicalMCHPMicrochip Technology$3,028,0460.0%62,5502.2%Computer and TechnologyUPSUnited Parcel Service$2,925,7340.0%26,6002.1%TransportationXOMExxon Mobil$2,854,3200.0%24,0002.0%EnergyAPDAir Products and Chemicals$2,654,2800.0%9,0001.9%Basic MaterialsEXCExelon$2,580,4800.0%56,0001.8%UtilitiesLNTAlliant Energy$2,102,8290.0%32,6781.5%UtilitiesMSFTMicrosoft$1,876,9500.0%5,0001.3%Computer and TechnologyHDHome Depot$1,539,2580.0%4,2001.1%Retail/WholesalePGProcter & Gamble$1,516,7380.0%8,9001.1%Consumer StaplesCMSCMS Energy$1,502,2000.0%20,0001.1%UtilitiesBLACKROCK INC$1,419,720$1,419,720 ▲New Holding1,5001.0%COMCSCOCisco Systems$1,234,2000.0%20,0000.9%Computer and TechnologyWECWEC Energy Group$1,089,800$4,359,200 ▼-80.0%10,0000.8%UtilitiesLMTLockheed Martin$893,4200.0%2,0000.6%AerospaceCVXChevron$836,4500.0%5,0000.6%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
