Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OPUS INVESTMENT MANAGEMENT INC (CIK 1097833) reported $183.0M across 31 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($58.7M, 32.08%), WMT ($10.8M, 5.88%), ABBV ($10.5M, 5.73%), AAPL ($9.4M, 5.12%), XEL ($7.4M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $58.7M | 32.08% | 158,711 | Hold |
| 2 | WMT | WALMART INC | $10.8M | 5.88% | 95,000 | Hold |
| 3 | ABBV | ABBVIE INC | $10.5M | 5.73% | 41,700 | Hold |
| 4 | AAPL | APPLE INC | $9.4M | 5.12% | 32,400 | Hold |
| 5 | XEL | XCEL ENERGY INC | $7.4M | 4.02% | 91,709 | Hold |
| 6 | JNJ | JOHNSON & JOHNSON | $6.8M | 3.72% | 26,800 | Hold |
| 7 | PEG | PUBLIC SVC ENTERPRISE GROUP | $6.5M | 3.57% | 80,500 | Hold |
| 8 | SPYM | SPDR SERIES TRUST | $5.9M | 3.21% | 66,878 | Hold |
| 9 | MCHP | MICROCHIP TECHNOLOGY INC. | $5.7M | 3.12% | 62,550 | Hold |
| 10 | NEE | NEXTERA ENERGY INC | $5.3M | 2.88% | 60,000 | Hold |
| 11 | MRK | MERCK & CO INC | $4.5M | 2.46% | 35,000 | Hold |
| 12 | WM | WASTE MGMT INC DEL | $4.5M | 2.44% | 20,000 | Hold |
| 13 | PEP | PEPSICO INC | $4.2M | 2.31% | 31,200 | Hold |
| 14 | MCD | MCDONALDS CORP | $3.9M | 2.16% | 14,600 | Hold |
| 15 | AMGN | AMGEN INC | $3.7M | 2.00% | 10,100 | Hold |
| 16 | PAYX | PAYCHEX INC | $3.5M | 1.90% | 35,400 | Hold |
| 17 | PFF | ISHARES TR | $3.3M | 1.83% | 109,725 | New |
| 18 | PFXF | VANECK ETF TRUST | $3.3M | 1.83% | 187,450 | New |
| 19 | PSX | PHILLIPS 66 | $2.9M | 1.56% | 16,900 | Hold |
| 20 | UPS | UNITED PARCEL SVCS INC | $2.9M | 1.56% | 26,600 | Hold |
| 21 | APD | AIR PRODUCTS AND CHEMICALS I | $2.6M | 1.44% | 9,000 | Hold |
| 22 | EXC | EXELON CORP | $2.6M | 1.43% | 56,000 | Hold |
| 23 | LNT | ALLIANT ENERGY CORP | $2.5M | 1.36% | 32,678 | Hold |
| 24 | XOM | EXXON MOBIL CORP | $2.5M | 1.34% | 18,000 | Hold |
| 25 | MSFT | MICROSOFT CORP | $1.9M | 1.02% | 5,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30