OPUS INVESTMENT MANAGEMENT INC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    worcester, MA
  • CIK
    0001097833
  • All SEC filings
Created with Highcharts 12.1.2Holdings ValueQ4 2013Q2 2014Q4 2014Q2 2015Q4 2015Q2 2016Q4 2016Q2 2017Q4 2017Q2 2018Q4 2018Q2 2019Q4 2019Q2 2020Q4 2020Q2 2021Q4 2021Q2 2022Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025$ 0$ 200M$ 400M$ 600M$ 800MHighcharts.com
Created with Highcharts 12.1.2Q2 2025 SummaryHighcharts.com
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

29

$150.45M
VTI, WMT, ABBV, PEG
13F-HR
Aug 12, 2025
000109783325000012

30

$140.28M
VTI, ABBV, WMT, AAPL
13F-HR
May 14, 2025
000094469525000008

29

$135.40M
VTI, WMT, AAPL, ABBV
13F-HR
Feb 11, 2025
000109783325000006

30

$142.38M
VTI, ABBV, WMT, AAPL
13F-HR
Nov 12, 2024
000109783324000010

38

$154.86M
VTI, ABBV, AAPL, WMT
13F-HR
Aug 13, 2024
000109783324000006

38

$153.20M
VTI, ABBV, WMT, NEE
13F-HR
May 3, 2024
000109783324000002

40

$174.33M
VTI, ITOT, ABBV, AAPL
13F-HR
Feb 9, 2024
000109783324000001

41

$162.47M
VTI, ITOT, ABBV, PSX
13F-HR
Nov 8, 2023
000109783323000019

73

$278.32M
VTI, ITOT, VEU, PSX
13F-HR
Aug 10, 2023
000109783323000007

1

$282.00K
HYG
NEW HOLDINGS
Aug 31, 2023
000109783323000017

72

$276.46M
VTI, ITOT, PSX, VEU
13F-HR
May 12, 2023
000109783323000004

1

$275.00K
HYG
NEW HOLDINGS
Aug 31, 2023
000109783323000016

72

$280.50M
VTI, ITOT, PSX, ABBV
13F-HR
Feb 9, 2023
000109783323000002

1

$266.00K
HYG
NEW HOLDINGS
Aug 31, 2023
000109783323000015

91

$429.06M
VTI, NEE, ABBV, APD
13F-HR
Nov 4, 2022
000109783322000008

1

$275.00K
HYG
NEW HOLDINGS
Aug 31, 2023
000109783323000014

91

$461.76M
VTI, ABBV, NEE, APD
13F-HR
Jul 29, 2022
000109783322000006

1

$307.00K
HYG
NEW HOLDINGS
Aug 31, 2023
000109783323000013

94

$650.70M
VTI, VEA, VYM, SCHD
13F-HR
May 11, 2022
000109783322000005

92

$699.55M
VTI, VYM, VEA, NEE
13F-HR
Feb 7, 2022
000109783322000003

93

$653.97M
VTI, VYM, VEA, SCHD
13F-HR
Nov 4, 2021
000094469521000102

94

$663.95M
VTI, VYM, VEA, SCHD
13F-HR
Aug 11, 2021
000109783321000007

99

$682.86M
VTI, VYM, VCIT, VEA
13F-HR
May 10, 2021
000109783321000005

96

$638.49M
VTI, VYM, VCIT, VEA
13F-HR
Feb 16, 2021
000109783321000003

91

$528.20M
VTI, VYM, VEA, SCHD
13F-HR
Nov 12, 2020
000109783320000010

89

$493.41M
VTI, VYM, VEA, SCHD
13F-HR
Aug 13, 2020
000109783320000008

92

$474.38M
VTI, VEA, VYM, SCHD
13F-HR
May 14, 2020
000109783320000006

104

$611.13M
VTI, VEA, VYM, SCHD
13F-HR
Feb 12, 2020
000109783320000003

105

$575.20M
VTI, VEA, ICSH, VYM
13F-HR
Nov 12, 2019
000109783319000008

92

$531.23M
VTI, VEA, VYM, SCHD
13F-HR
Aug 7, 2019
000109783319000006

87

$505.61M
VTI, VEA, VYM, SCHD
13F-HR
May 7, 2019
000109783319000004

88

$465.06M
VTI, VEA, VYM, SCHD
13F-HR
Feb 13, 2019
000109783319000002

87

$575.11M
VTI, VEA, SCHD, VYM
13F-HR
Nov 8, 2018
000109783318000013

92

$552.02M
VTI, VEA, SCHD, VYM
13F-HR
Aug 9, 2018
000109783318000009

94

$544.83M
VTI, VEA, SCHD, VYM
13F-HR
May 9, 2018
000109783318000006

91

$561.43M
VTI, VEA, SCHD, VYM
13F-HR
Feb 9, 2018
000109783318000003

93

$551.34M
VTI, VEA, SCHD, VYM
13F-HR
Nov 15, 2017
000109783317000012

94

$589.24M
VTI, VEA, SCHD, VYM
13F-HR
Jul 28, 2017
000109783317000010

89

$585.17M
VTI, VEA, SCHD, DVY
13F-HR
May 12, 2017
000109783317000008

93

$568.08M
VTI, VEA, SCHD, DVY
13F-HR
Feb 8, 2017
000109783317000006

91

$587.74M
VTI, VEA, SCHD, HDV
13F-HR
Nov 14, 2016
000109783316000011

82

$567.52M
VTI, VEA, HDV, SCHD
13F-HR
Aug 4, 2016
000109783316000008

72

$520.78M
VTI, VEA, IVV, DUK
13F-HR
May 12, 2016
000109783316000006

81

$561.20M
VTI, VEA, IVV, ES
13F-HR
Feb 10, 2016
000109783316000004

81

$530.17M
VTI, VEA, IVV, ES
13F-HR
Nov 6, 2015
000156276215000293

83

$549.64M
VTI, IVV, VEA, JNJ
13F-HR
Aug 12, 2015
000095012315008591

82

$569.38M
VTI, VWO, IVV, VEA
13F-HR
May 14, 2015
000095012315005914

82

$557.65M
VTI, VWO, VEA, IWF
13F-HR
Feb 9, 2015
000095012315001148

81

$525.46M
VTI, VWO, VEA, VTV
13F-HR
Nov 12, 2014
000095012314011356

82

$507.47M
VTI, VWO, VEA, VTV
13F-HR
Aug 12, 2014
000095012314008421

75

$434.26M
VWO, VTI, VEA, VTV
13F-HR
May 8, 2014
000095012314005144

75

$369.88M
VWO, VTI, VEA, VTV
13F-HR
Feb 11, 2014
000095012314001636
Opus Investment Management Inc 13F Filings