Opus Investment Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Opus Investment Management Inc. reported 30 stock positions worth $167.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 30.4% of the portfolio, followed by Walmart (WMT, 7.0%) and Abbvie (ABBV, 5.4%). Compared with Q4 2025, it opened 1 new position and reduced 4. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale Nextera Energy (NEE, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- WORCESTER, MA
- CIK
- 0001097833
- Portfolio Value
- $167.6M (Q1 2026)
- SEC Filing
- 0001097833-26-000005 ↗ filed May 13, 2026
Holdings Value
Holdings 30 stocks · $167.6M
| VTI VG Morningstar TS MKT ETF-US | 30.38% | 158,711 | $50.9M | No change |
| WMT Walmart Inc. | 7.04% | 95,000 | $11.8M | No change |
| ABBV Abbvie Inc. | 5.41% | 41,700 | $9.1M | No change |
| AAPL Apple Inc. | 4.91% | 32,400 | $8.2M | No change |
| XEL Xcel Energy Inc. | 4.35% | 91,709 | $7.3M | No change |
| JNJ Johnson & Johnson | 3.91% | 26,800 | $6.6M | No change |
| PEG Public Service Enterprise GP | 3.89% | 80,500 | $6.5M | No change |
| NEE Nextera Energy Inc. | 3.32% | 60,000 | $5.6M | Reduce -31.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.05% | 66,878 | $5.1M | New |
| PEP Pepsico Inc. | 2.89% | 31,200 | $4.8M | No change |
| WM Waste Management Inc. | 2.74% | 20,000 | $4.6M | No change |
| MCD McDonald's Corp. | 2.71% | 14,600 | $4.5M | No change |
| MRK Merck & Co. Inc. | 2.51% | 35,000 | $4.2M | No change |
| MCHP Microchip Technology Inc. | 2.41% | 62,550 | $4.0M | No change |
| AMGN Amgen Inc. | 2.12% | 10,100 | $3.6M | No change |
| PAYX Paychex Inc. | 1.95% | 35,400 | $3.3M | No change |
| PSX Phillips 66 | 1.84% | 16,900 | $3.1M | Reduce -50.0% |
| XOM Exxon Mobil Corp. | 1.82% | 18,000 | $3.1M | Reduce -25.0% |
| EXC Exelon Corp. | 1.64% | 56,000 | $2.7M | No change |
| UPS United Parcel Service Class B | 1.56% | 26,600 | $2.6M | No change |
| APD Air Products & Chemicals Inc. | 1.56% | 9,000 | $2.6M | No change |
| LNT Alliant Energy Corp. | 1.40% | 32,678 | $2.3M | No change |
| MSFT Microsoft Corp. | 1.10% | 5,000 | $1.9M | No change |
| CSCO Cisco Systems Inc. | 0.93% | 20,000 | $1.6M | No change |
| CMS CMS Energy Corp. | 0.93% | 20,000 | $1.6M | No change |
| BLK BlackRock Inc. | 0.86% | 1,500 | $1.4M | No change |
| HD Home Depot Inc. | 0.82% | 4,200 | $1.4M | No change |
| PG The Procter & Gamble Co. | 0.77% | 8,900 | $1.3M | No change |
| LMT Lockheed Martin Corp. | 0.72% | 2,000 | $1.2M | No change |
| CVX Chevron Corp. | 0.46% | 3,750 | $776K | Reduce -25.0% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 3.05% | +3.05 |
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 |