account_balance
Investment manager · 13F filer · SEC CIK 1097833
Opus Investment Management Inc
Reported value$183Mas of Sep 30, 2026
Positions30 1 new, 2 sold out
Top 10 weight71.1%VTI alone is 32%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
32.4%
ABBVAbbVie Inc.
5.9%
AAPLApple Inc.
5.9%
WMTWalmart Inc.
5.4%
SPYMSPDR Series Trust
4.2%Added +28%
JNJJohnson & Johnson
3.9%
XELXcel Energy Inc
3.5%
PFXFVaneck ETF Trust
3.5%Added +96%
PFFiShares Tr
3.5%Added +96%
PEGPublic Service Enterprise Group Inc
3.0%
MCHPMicrochip Technology Inc
2.7%
NEENextEra Energy Inc
2.5%
VTIVanguard Index FDS
32.4%
ABBVAbbVie Inc.
5.9%
AAPLApple Inc.
5.9%
WMTWalmart Inc.
5.4%
SPYM4.2%
JNJ3.9%XEL3.5%PFXF3.5%
PFF3.5%
PEG3.0%MCHPNEE2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 32.4% Held
ABBV AbbVie Inc. 5.9% HeldAAPL Apple Inc. 5.9% HeldWMT Walmart Inc. 5.4% HeldSPYM SPDR Series Trust 4.2% Added +28%
JNJ Johnson & Johnson 3.9% HeldXEL Xcel Energy Inc 3.5% HeldPFXF Vaneck ETF Trust 3.5% Added +96%
PFF iShares Tr 3.5% Added +96%
PEG Public Service Enterprise Group Inc 3.0% HeldMCHP Microchip Technology Inc 2.7% HeldNEE NextEra Energy Inc 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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