Opus Investment Management Inc Portfolio Holdings by Sector

Opus Investment Management Inc

$149 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$47,763 32.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG XEL NEE EXC LNT CMS 6 stocks	$24,921 16.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ AMGN MRK 4 stocks	$17,423 11.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$9,289 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6,647 4.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$5,149 3.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$4,576 3.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MCHP 1 stocks	$4,401 2.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$4,265 2.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$4,119 2.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$4,032 2.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$3,302 2.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$2,685 1.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$2,538 1.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,487 1.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,539 1.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,417 0.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$1,387 0.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$926 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts

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