Opus Investment Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Opus Investment Management Inc. reported 29 stock positions worth $150.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 31.7% of the portfolio, followed by Walmart (WMT, 6.2%) and Abbvie (ABBV, 5.1%). Compared with Q1 2025, it sold out of 1 and added to 1. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +26%) and the biggest sale an exit from WEC Energy (WEC).
- Most Recent 13F
- Q2 2026
- Location
- WORCESTER, MA
- CIK
- 0001097833
- Portfolio Value
- $150.5M (Q2 2025)
- SEC Filing
- 0001097833-25-000012 ↗ filed Aug 12, 2025
Holdings Value
Holdings 29 stocks · $150.5M
| VTI VG Morningstar TS MKT ETF-US | 31.75% | 157,154 | $47.8M | Add +25.7% |
| WMT Walmart Inc. | 6.17% | 95,000 | $9.3M | No change |
| ABBV Abbvie Inc. | 5.14% | 41,700 | $7.7M | No change |
| PEG Public Service Enterprise GP | 4.50% | 80,500 | $6.8M | No change |
| AAPL Apple Inc. | 4.42% | 32,400 | $6.6M | No change |
| XEL Xcel Energy Inc. | 4.15% | 91,709 | $6.2M | No change |
| NEE Nextera Energy Inc. | 4.06% | 88,000 | $6.1M | No change |
| PAYX Paychex Inc. | 3.42% | 35,400 | $5.1M | No change |
| WM Waste Management Inc. | 3.04% | 20,000 | $4.6M | No change |
| MCHP Microchip Technology Inc. | 2.93% | 62,550 | $4.4M | No change |
| MCD McDonald's Corp. | 2.84% | 14,600 | $4.3M | No change |
| PEP Pepsico Inc. | 2.74% | 31,200 | $4.1M | No change |
| JNJ Johnson & Johnson | 2.72% | 26,800 | $4.1M | No change |
| PSX Phillips 66 | 2.68% | 33,800 | $4.0M | No change |
| AMGN Amgen Inc. | 1.87% | 10,100 | $2.8M | No change |
| MRK Merck & Co. Inc. | 1.84% | 35,000 | $2.8M | No change |
| UPS United Parcel Service Class B | 1.78% | 26,600 | $2.7M | No change |
| XOM Exxon Mobil Corp. | 1.72% | 24,000 | $2.6M | No change |
| APD Air Products & Chemicals Inc. | 1.69% | 9,000 | $2.5M | No change |
| MSFT Microsoft Corp. | 1.65% | 5,000 | $2.5M | No change |
| EXC Exelon Corp. | 1.62% | 56,000 | $2.4M | No change |
| LNT Alliant Energy Corp. | 1.31% | 32,678 | $2.0M | No change |
| BLK BlackRock Inc. | 1.05% | 1,500 | $1.6M | No change |
| HD Home Depot Inc. | 1.02% | 4,200 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.94% | 8,900 | $1.4M | No change |
| CSCO Cisco Systems Inc. | 0.92% | 20,000 | $1.4M | No change |
| CMS CMS Energy Corp. | 0.92% | 20,000 | $1.4M | No change |
| LMT Lockheed Martin Corp. | 0.62% | 2,000 | $926K | No change |
| CVX Chevron Corp. | 0.48% | 5,000 | $716K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.78 |
Portfolio Buys Q1 2025 → Q2 2025
| VTI VG Morningstar TS MKT ETF-US | Add +25.7% | 31.75% | +7.25 |
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 |