StockDriftsStockDriftsTop 31 Opus Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 32.08% | 158.7K | $58.7M | +0.00%(+0) | $195.27(+95.64%) | 2026-06-30 | |
| WMT | WALMART INC | 5.88% | 95.0K | $10.8M | +0.00%(+0) | $16.07(+603.84%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 5.73% | 41.7K | $10.5M | +0.00%(+0) | $52.84(+371.87%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.12% | 32.4K | $9.4M | +0.00%(+0) | $47.24(+549.19%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 4.02% | 91.7K | $7.4M | +0.00%(+0) | $31.47(+145.26%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.72% | 26.8K | $6.8M | +0.00%(+0) | $79.83(+229.02%) | 2026-06-30 | |
| PEG | PUBLIC SVC ENTERPRISE GROUP | 3.57% | 80.5K | $6.5M | +0.00%(+0) | $36.27(+106.76%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.21% | 66.9K | $5.9M | +0.00%(+0) | $78.38(+16.15%) | 2026-06-30 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 3.12% | 62.5K | $5.7M | +0.00%(+0) | $20.61(+300.36%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 2.88% | 60.0K | $5.3M | +0.00%(+0) | $29.57(+189.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.87% | +4.78% | +26.28% |
| Top 20 Holdings Unweighted | +10.49% | +34.88% | +2.97% | +15.78% |
Opus Investment Management INC reports $183.05M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are VTI (32.1%), WMT (5.9%) and ABBV (5.7%). The top 20 holdings account for 89.38% of reported assets. Its disclosed equity book has returned +45.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Opus Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1097833). View Opus Investment Management INC’s 13F filings on SEC