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 $167.6M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($50.9M, 30.38%), WMT ($11.8M, 7.04%), ABBV ($9.1M, 5.41%), AAPL ($8.2M, 4.91%), XEL ($7.3M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $50.9M | 30.38% | 158,711 | Hold |
| 2 | WMT | WALMART INC | $11.8M | 7.04% | 95,000 | Hold |
| 3 | ABBV | ABBVIE INC | $9.1M | 5.41% | 41,700 | Hold |
| 4 | AAPL | APPLE INC | $8.2M | 4.91% | 32,400 | Hold |
| 5 | XEL | XCEL ENERGY INC | $7.3M | 4.35% | 91,709 | Hold |
| 6 | JNJ | JOHNSON & JOHNSON | $6.6M | 3.91% | 26,800 | Hold |
| 7 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $6.5M | 3.89% | 80,500 | Hold |
| 8 | NEE | NEXTERA ENERGY INC | $5.6M | 3.32% | 60,000 | Trimmed |
| 9 | SPLG | SPDR SERIES TRUST | $5.1M | 3.05% | 66,878 | New |
| 10 | PEP | PEPSICO INC | $4.8M | 2.89% | 31,200 | Hold |
| 11 | WM | WASTE MGMT INC DEL | $4.6M | 2.74% | 20,000 | Hold |
| 12 | MCD | MCDONALDS CORP | $4.5M | 2.71% | 14,600 | Hold |
| 13 | MRK | MERCK & CO INC | $4.2M | 2.51% | 35,000 | Hold |
| 14 | MCHP | MICROCHIP TECHNOLOGY INC. | $4.0M | 2.41% | 62,550 | Hold |
| 15 | AMGN | AMGEN INC | $3.6M | 2.12% | 10,100 | Hold |
| 16 | PAYX | PAYCHEX INC | $3.3M | 1.95% | 35,400 | Hold |
| 17 | PSX | PHILLIPS 66 | $3.1M | 1.84% | 16,900 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $3.1M | 1.82% | 18,000 | Trimmed |
| 19 | EXC | EXELON CORP | $2.7M | 1.64% | 56,000 | Hold |
| 20 | APD | AIR PRODS & CHEMS INC | $2.6M | 1.56% | 9,000 | Hold |
| 21 | UPS | UNITED PARCEL SERVICE INC | $2.6M | 1.56% | 26,600 | Hold |
| 22 | LNT | ALLIANT ENERGY CORP | $2.3M | 1.40% | 32,678 | Hold |
| 23 | MSFT | MICROSOFT CORP | $1.9M | 1.10% | 5,000 | Hold |
| 24 | CSCO | CISCO SYS INC | $1.6M | 0.93% | 20,000 | Hold |
| 25 | CMS | CMS ENERGY CORP | $1.6M | 0.93% | 20,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31