OPUS INVESTMENT MANAGEMENT INC

All 13F Filings

Location
Worcester, MA
Most recent 13F
Q2 2026
Holdings value ($000)
183,048
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 31 183,048 13F-HR OPUS INVESTMENT MANAGEMENT INC
Q1 2026 5/13/2026 30 167,606 13F-HR OPUS INVESTMENT MANAGEMENT INC
Q4 2025 2/12/2026 29 164,351 13F-HR OPUS INVESTMENT MANAGEMENT INC
Q3 2025 11/10/2025 29 161,243 13F-HR OPUS INVESTMENT MANAGEMENT INC
Q2 2025 8/12/2025 29 150,453 13F-HR OPUS INVESTMENT MANAGEMENT INC
Q1 2014 5/8/2014 75 434,256 13F-HR OPUS INVESTMENT MANAGEMENT INC
Q4 2013 2/11/2014 75 369,882 13F-HR OPUS INVESTMENT MANAGEMENT INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 111.8 K 61.1% 179 0 179
ETFs 71.3 K 38.9% 15.26 K 0 15.26 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
183,048
Holdings
31
QoQ value change ($000)
15,442 (9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.