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Home > Institutional Investor > Opus Investment Management Inc > Profile

Instuitional Investor - Opus Investment Management Inc

Fund Profile
Filing Period:
Fund Name: Opus Investment Management Inc
Portfolio Value $135,397,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 102,994 $29,848,691 22.04%
2.
Walmart Inc.
 WMT 95,000 $8,583,250 6.33%
3.
Apple Inc.
 AAPL 32,400 $8,113,608 5.99%
4.
Abbvie Inc.
 ABBV 41,700 $7,410,090 5.47%
5.
Public Service Enterprise Group Inc
 PEG 80,500 $6,801,445 5.02%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)