OPUS INVESTMENT MANAGEMENT INC
CIK: 0001097833SEC EDGAR →
Portfolio Value
$164.3M
Holdings
29
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 158,711 | $53.2M | 32.38% |
| 2 | WALMART INC | 95,000 | $10.6M | 6.44% |
| 3 | ABBVIE INC | 41,700 | $9.5M | 5.80% |
| 4 | APPLE INC | 32,400 | $8.8M | 5.36% |
| 5 | NEXTERA ENERGY INC | 88,000 | $7.1M | 4.30% |
| 6 | XCEL ENERGY INC | 91,709 | $6.8M | 4.12% |
| 7 | PUBLIC SVC ENTERPRISE GRP IN | 80,500 | $6.5M | 3.93% |
| 8 | JOHNSON & JOHNSON | 26,800 | $5.5M | 3.37% |
| 9 | PEPSICO INC | 31,200 | $4.5M | 2.72% |
| 10 | MCDONALDS CORP | 14,600 | $4.5M | 2.71% |
Quarterly Changes
Top Buys
VTI↑ Increased
$1.6M
Top Sells
No sells this quarter
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 2 | $54.8M | 33.4% |
| Utilities | 5 | $23.8M | 14.5% |
| Healthcare | 4 | $22.1M | 13.4% |
| Technology | 5 | $19.2M | 11.7% |
| Consumer Defensive | 3 | $16.3M | 9.9% |
| Industrials | 4 | $12.0M | 7.3% |
| Energy | 3 | $8.0M | 4.9% |
| Consumer Cyclical | 2 | $5.9M | 3.6% |
| Basic Materials | 1 | $2.2M | 1.4% |