OPUS INVESTMENT MANAGEMENT INC
•CIK: 1097833•Filing: Q4 2025
**OPUS INVESTMENT MANAGEMENT INC** manages $164M across a concentrated portfolio of 29 positions. The fund exhibits significant exposure to broad market indices, led by a substantial $53.2M allocation to VTI. Notable holdings include defensive and established mega-cap names, with $10.6M in WMT, $9.5M in ABBV, and $8.8M in AAPL. This structure suggests a core focus on large-cap stability and established sector leaders.
Total AUM
$164.4M
QoQ Performance
+1.9%
Positions
29
Top 10 Concentration
71.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
WMT
ABBV
AAPL
VTI32.4%
WMT6.4%
ABBV5.8%
AAPL5.4%
NEE4.3%
XEL4.1%
PEG3.9%
JNJ3.4%
📈 Biggest Buys
VTI
VANGUARD INDEX FDS
+1.0%
32.4% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other51.5%
Healthcare13.4%
Consumer10.0%
Utilities8.2%
Technology7.8%
Consumer Staples2.7%
Industrial2.2%
Energy1.8%
Changes from Q3 2025
↑1 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023