Opus Investment Management
Opus Investment Management reported 31 stocks worth $183M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (32.1%), WMT (5.9%) and ABBV (5.7%). Compared with Q1 2026, the fund opened new positions in PFF and PFXF and sold out of CSCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $58.7M | 32.1% | 159K | No change | 8 of 8 | |
| 2 |  WMT Walmart Inc | $10.8M | 5.9% | 95K | No change | 8 of 8 | |
| 3 |  ABBV Abbvie Inc | $10.5M | 5.7% | 42K | No change | 8 of 8 | |
| 4 |  AAPL Apple Inc | $9.4M | 5.1% | 32K | No change | 8 of 8 | |
| 5 |  XEL Xcel Energy Inc | $7.4M | 4.0% | 92K | No change | 8 of 8 | |
| 6 |  JNJ Johnson & Johnson | $6.8M | 3.7% | 27K | No change | 8 of 8 | |
| 7 |  PEG Public Svc Enterprise GR | $6.5M | 3.6% | 81K | No change | 8 of 8 | |
| 8 |  SPYM Spdr Series Trust | $5.9M | 3.2% | 67K | No change | 2 of 8 | |
| 9 |  MCHP Microchip Technology Inc | $5.7M | 3.1% | 63K | No change | 8 of 8 | |
| 10 |  NEE Nextera Energy Inc | $5.3M | 2.9% | 60K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CSCO Cisco Sys Inc | $1.6M | 20K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Opus Investment Management 13F FAQ
What does Opus Investment Management own?
Opus Investment Management reported 31 stocks worth $183M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (32.1%), WMT (5.9%) and ABBV (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Opus Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 0 added to, 0 trimmed and 1 sold out. New positions include PFF and PFXF. It sold all of CSCO.
When will Opus Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Opus Investment Management's portfolio worth?
The Q2 2026 filing reports $183M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.