Opus Investment Management Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.2M, Abb Vie Inc. with a value of $8.23M, Walmart Inc. with a value of $7.75M, Apple Inc. with a value of $7.55M, and Nextera Energy Inc with a value of $7.44M.

Examining the 13F form we can see an decrease of $12.5M in the current position value, from $155M to 142M.

Below you can find more details about Opus Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $142 Million
Utilities: $31.1 Million
ETFs: $29.2 Million
Healthcare: $19.8 Million
Technology: $15.8 Million
Consumer Defensive: $14.6 Million
Industrials: $13.7 Million
Energy: $7.99 Million
Consumer Cyclical: $6.15 Million
Other: $4.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $142 Million
  • Prior Value $155 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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