Opus Investment Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Opus Investment Management Inc. reported 30 stock positions worth $140.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.5% of the portfolio, followed by Abbvie (ABBV, 6.2%) and Walmart (WMT, 5.9%). Compared with Q4 2024, it opened 1 new position, added to 1 and reduced 1. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +21%) and the biggest sale WEC Energy (WEC, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- WORCESTER, MA
- CIK
- 0001097833
- Portfolio Value
- $140.3M (Q1 2025)
- SEC Filing
- 0000944695-25-000008 ↗ filed May 14, 2025
Holdings Value
Holdings 30 stocks · $140.3M
| VTI VG Morningstar TS MKT ETF-US | 24.49% | 125,023 | $34.4M | Add +21.4% |
| ABBV Abbvie Inc. | 6.23% | 41,700 | $8.7M | No change |
| WMT Walmart Inc. | 5.95% | 95,000 | $8.3M | No change |
| AAPL Apple Inc. | 5.13% | 32,400 | $7.2M | No change |
| PEG Public Service Enterprise GP | 4.72% | 80,500 | $6.6M | No change |
| XEL Xcel Energy Inc. | 4.63% | 91,709 | $6.5M | No change |
| NEE Nextera Energy Inc. | 4.45% | 88,000 | $6.2M | No change |
| PAYX Paychex Inc. | 3.89% | 35,400 | $5.5M | No change |
| PEP Pepsico Inc. | 3.33% | 31,200 | $4.7M | No change |
| WM Waste Management Inc. | 3.30% | 20,000 | $4.6M | No change |
| MCD McDonald's Corp. | 3.25% | 14,600 | $4.6M | No change |
| JNJ Johnson & Johnson | 3.17% | 26,800 | $4.4M | No change |
| PSX Phillips 66 | 2.98% | 33,800 | $4.2M | No change |
| AMGN Amgen Inc. | 2.24% | 10,100 | $3.1M | No change |
| MRK Merck & Co. Inc. | 2.24% | 35,000 | $3.1M | No change |
| MCHP Microchip Technology Inc. | 2.16% | 62,550 | $3.0M | No change |
| UPS United Parcel Service Class B | 2.09% | 26,600 | $2.9M | No change |
| XOM Exxon Mobil Corp. | 2.03% | 24,000 | $2.9M | No change |
| APD Air Products & Chemicals Inc. | 1.89% | 9,000 | $2.7M | No change |
| EXC Exelon Corp. | 1.84% | 56,000 | $2.6M | No change |
| LNT Alliant Energy Corp. | 1.50% | 32,678 | $2.1M | No change |
| MSFT Microsoft Corp. | 1.34% | 5,000 | $1.9M | No change |
| HD Home Depot Inc. | 1.10% | 4,200 | $1.5M | No change |
| PG The Procter & Gamble Co. | 1.08% | 8,900 | $1.5M | No change |
| CMS CMS Energy Corp. | 1.07% | 20,000 | $1.5M | No change |
| BLK BlackRock Inc. | 1.01% | 1,500 | $1.4M | New |
| CSCO Cisco Systems Inc. | 0.88% | 20,000 | $1.2M | No change |
| WEC WEC Energy Group Inc. | 0.78% | 10,000 | $1.1M | Reduce -80.0% |
| LMT Lockheed Martin Corp. | 0.64% | 2,000 | $893K | No change |
| CVX Chevron Corp. | 0.60% | 5,000 | $836K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| WEC WEC Energy Group Inc. | Reduce -80.0% | 0.78% | −2.70 |
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $183.0M | VTI, WMT, ABBV, AAPL, XEL |
| Q1 2026 | 30 | $167.6M | VTI, WMT, ABBV, AAPL, XEL |
| Q4 2025 | 29 | $164.4M | VTI, WMT, ABBV, AAPL, NEE |
| Q3 2025 | 29 | $161.2M | VTI, WMT, ABBV, AAPL, XEL |
| Q2 2025 | 29 | $150.5M | VTI, WMT, ABBV, PEG, AAPL |
| Q1 2025 | 30 | $140.3M | VTI, ABBV, WMT, AAPL, PEG |
| Q4 2024 | 29 | $135.4M | VTI, WMT, AAPL, ABBV, PEG |
| Q3 2024 | 30 | $142.4M | VTI, ABBV, WMT, AAPL, NEE |
| Q2 2024 | 38 | $154.9M | VTI, ABBV, AAPL, WMT, NEE |
| Q1 2024 | 38 | $153.2M | VTI, ABBV, WMT, NEE, MCHP |