Institutional Fund
Opus Investment Management Inc
Worcester, MACIK 10978335 filings on record
Portfolio Value
$167.61M
Q1 2026
Holdings
30
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.0%
from $164.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds30.4%
- Walmart Inc7.0%
- Abbvie Inc5.4%
- Apple Inc4.9%
- Xcel Energy Inc4.3%
- Johnson & Johnson3.9%
- Other44.0%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 158.7K | $50.92M | 30.4% | 0 | Held |
| 2 | Walmart Inc | 95.0K | $11.81M | 7.0% | 0 | Held |
| 3 | Abbvie Inc | 41.7K | $9.07M | 5.4% | 0 | Held |
| 4 | Apple Inc | 32.4K | $8.22M | 4.9% | 0 | Held |
| 5 | Xcel Energy Inc | 91.7K | $7.29M | 4.3% | 0 | Held |
| 6 | Johnson & Johnson | 26.8K | $6.55M | 3.9% | 0 | Held |
| 7 | Public Svc Enterprise Grp In | 80.5K | $6.52M | 3.9% | 0 | Held |
| 8 | Nextera Energy Inc | 60.0K | $5.57M | 3.3% | −28.0K | Reduced |
| 9 | Spdr Series Trust | 66.9K | $5.12M | 3.1% | +66.9K | New |
| 10 | Pepsico Inc | 31.2K | $4.85M | 2.9% | 0 | Held |
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