Opus Investment Management Inc Portfolio Holdings

Opus Investment Management Inc

  • $159 Million
  • Q3 2025

Opus Investment Management Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $159 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $51.6M, Walmart Inc. with a value of $9.79M, Abb Vie Inc. with a value of $9.66M, Apple Inc. with a value of $8.25M, and Xcel Energy Inc with a value of $7.4M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $149M to 159M.

Below you can find more details about Opus Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $51.6 Million
Utilities: $26.9 Million
Healthcare: $20.4 Million
Technology: $16.2 Million
Consumer Defensive: $15.5 Million
Industrials: $12.1 Million
Energy: $8.08 Million
Consumer Cyclical: $6.14 Million
Other: $2.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.6 Million 32.34% of portfolio
157,154
Q2 2025 Added 25.7%
$279B
$9.79 Million 6.14% of portfolio
95,000
Q4 2024 Reduced 1.04%
$414B
$9.66 Million 6.05% of portfolio
41,700
Q4 2022 Reduced 32.41%
$4.3T
$8.25 Million 5.17% of portfolio
32,400
Q4 2022 Reduced 30.77%
$44.1B
$7.4 Million 4.64% of portfolio
91,709
Q4 2022 Reduced 9.83%
$41.3B
$6.72 Million 4.21% of portfolio
80,500
Q3 2023 Reduced 18.19%
$168B
$6.64 Million 4.17% of portfolio
88,000
Q4 2023 Added 25.71%
$522B
$4.97 Million 3.12% of portfolio
26,800
Q4 2022 Reduced 28.15%
$68.5B
$4.6 Million 2.88% of portfolio
33,800
Q4 2023 Reduced 26.84%
$40.4B
$4.49 Million 2.81% of portfolio
35,400
Q4 2022 Reduced 40.7%
$224B
$4.44 Million 2.78% of portfolio
14,600
Q4 2022 Reduced 29.13%
$85.9B
$4.42 Million 2.77% of portfolio
20,000
Q4 2022 Reduced 33.33%
$204B
$4.38 Million 2.75% of portfolio
31,200
Q4 2023 Added 7.59%
$29.5B
$4.02 Million 2.52% of portfolio
62,550
Q4 2022 Reduced 33.1%
$235B
$2.94 Million 1.84% of portfolio
35,000
Q4 2022 Reduced 41.67%
$183B
$2.85 Million 1.79% of portfolio
10,100
Q4 2022 Reduced 57.2%
$3.78T
$2.59 Million 1.62% of portfolio
5,000
Q1 2020 Reduced 14.53%
$45.6B
$2.52 Million 1.58% of portfolio
56,000
Q3 2023 Reduced 31.37%
$57.5B
$2.45 Million 1.54% of portfolio
9,000
Q4 2022 Reduced 70.78%
$68.7B
$2.22 Million 1.39% of portfolio
26,600
Q4 2022 Reduced 17.9%
$16.9B
$2.2 Million 1.38% of portfolio
32,678
Q1 2021 Reduced 56.3%
$367B
$1.7 Million 1.07% of portfolio
4,200
Q4 2022 Reduced 65.0%
$21.5B
$1.47 Million 0.92% of portfolio
20,000
Q3 2023 Reduced 72.14%
$346B
$1.37 Million 0.86% of portfolio
8,900
Q4 2022 Reduced 75.21%
$319B
$1.37 Million 0.86% of portfolio
20,000
Q4 2022 Reduced 60.0%
$123B
$998,000 0.63% of portfolio
2,000
Q3 2023 Reduced 42.86%
$303B
$776,000 0.49% of portfolio
5,000
Q3 2023 Reduced 85.47%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $159 Million
  • Prior Value $149 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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