Opus Investment Management Inc holds a focused book of 31 reported positions worth $183.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ishares Preferred & Income S. Their largest long position is Vanguard Total Stock MKT ETF at 32% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Opus Investment Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
+3 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Opus Investment Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 14 / 31 | $380.1M |
| 9823 Capital, L.P. | 3 / 31 | $91.3M |
| Beacon Wealthcare LLC | 4 / 31 | $168.8M |
| Avalon Advisory Group | 3 / 31 | $143.4M |
| Stuart Investment Advisors, Inc. | 5 / 31 | $131.2M |
| Brookmont Capital Management | 11 / 31 | $83.3M |
| Gallagher Fiduciary Advisors, LLC | 16 / 31 | $1.3B |
| Brown Financial Advisory | 8 / 31 | $106.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Opus Investment Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $58.7M | 158.7K | 32.1% | —Held | |
| 2 | Walmart Inc COM | $10.8M | 95.0K | 5.9% | —Held | |
| 3 | Abbvie Inc COM | $10.5M | 41.7K | 5.7% | —Held | |
| 4 | Apple Inc COM | $9.4M | 32.4K | 5.1% | —Held | |
| 5 | Xcel Energy Inc COM | $7.4M | 91.7K | 4.0% | —Held | |
| 6 | Johnson & Johnson COM | $6.8M | 26.8K | 3.7% | —Held | |
| 7 | Public SVC Enterprise Group COM | $6.5M | 80.5K | 3.6% | —Held | |
| 8 | SPDR Series Trust STATE STREET SPD | $5.9M | 66.9K | 3.2% | —Held | |
| 9 | Microchip Technology Inc. COM | $5.7M | 62.5K | 3.1% | —Held | |
| 10 | NextEra Energy Inc COM | $5.3M | 60.0K | 2.9% | —Held | |
| 11 | Merck & Co Inc COM | $4.5M | 35.0K | 2.5% | —Held | |
| 12 | Waste Mgmt Inc Del COM | $4.5M | 20.0K | 2.4% | —Held | |
| 13 | Pepsico Inc COM | $4.2M | 31.2K | 2.3% | —Held | |
| 14 | McDonalds Corp COM | $3.9M | 14.6K | 2.2% | —Held | |
| 15 | Amgen Inc COM | $3.7M | 10.1K | 2.0% | —Held | |
| 16 | Paychex Inc COM | $3.5M | 35.4K | 1.9% | —Held | |
| 17 | Ishares TR PFD AND INCM SEC | $3.3M | 109.7K | 1.8% | ▲New New position | |
| 18 | Vaneck ETF Trust PREFERRED SECURT | $3.3M | 187.4K | 1.8% | ▲New New position | |
| 19 | United Parcel Svcs Inc CL B | $2.9M | 26.6K | 1.6% | —Held | |
| 20 | Phillips 66 COM | $2.9M | 16.9K | 1.6% | —Held | |
| 21 | Air Products And Chemicals I COM | $2.6M | 9.0K | 1.4% | —Held | |
| 22 | Exelon Corp COM | $2.6M | 56.0K | 1.4% | —Held | |
| 23 | Alliant Energy Corp COM | $2.5M | 32.7K | 1.4% | —Held | |
| 24 | Exxon Mobil Corp COM | $2.5M | 18.0K | 1.3% | —Held | |
| 25 | Microsoft Corp COM | $1.9M | 5.0K | 1.0% | —Held | |
| 26 | CMS Energy Corp COM | $1.5M | 20.0K | 0.8% | —Held | |
| 27 | Home Depot Inc COM | $1.5M | 4.2K | 0.8% | —Held | |
| 28 | BlackRock Inc COM | $1.4M | 1.5K | 0.8% | —Held | |
| 29 | Procter & Gamble Co COM | $1.3M | 8.9K | 0.7% | —Held | |
| 30 | Lockheed Martin Corp COM | $1.0M | 2.0K | 0.6% | —Held | |
| 31 | Chevron Corporation COM | $622K | 3.8K | 0.3% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.