Loading…
CIK 0001097833 • 6 13F filings • May 14, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("opus-investment-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $9.5M | 5.8%Prev: 6.0% | 41,700 SH | Decreased |
| AIR PRODS & CHEMS INC | COM | $2.2M | 1.4%Prev: 1.5% | 9,000 SH | Decreased |
| ALLIANT ENERGY CORP | COM | $2.1M | 1.3%Prev: 1.4% | 32,678 SH | Decreased |
| AMGEN INC | COM | $3.3M | 2.0%Prev: 1.8% | 10,100 SH | Increased |
| APPLE INC | COM | $8.8M | 5.4%Prev: 5.1% | 32,400 SH | Increased |
| BLACKROCK INC | COM | $1.6M | 1.0%Prev: 1.1% | 1,500 SH | Decreased |
| CHEVRON CORP NEW | COM | $762K | 0.5%Prev: 0.5% | 5,000 SH | Decreased |
| CISCO SYS INC | COM | $1.5M | 0.9%Prev: 0.8% | 20,000 SH | Increased |
| CMS ENERGY CORP | COM | $1.4M | 0.9%Prev: 0.9% | 20,000 SH | Decreased |
| EXELON CORP | COM | $2.4M | 1.5%Prev: 1.6% | 56,000 SH | Decreased |
| EXXON MOBIL CORP | COM | $2.9M | 1.8%Prev: 1.7% | 24,000 SH | Increased |
| HOME DEPOT INC | COM | $1.4M | 0.9%Prev: 1.1% | 4,200 SH | Decreased |
| JOHNSON & JOHNSON | COM | $5.5M | 3.4%Prev: 3.1% | 26,800 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $967K | 0.6%Prev: 0.6% | 2,000 SH | Decreased |
| MCDONALDS CORP | COM | $4.5M | 2.7%Prev: 2.8% | 14,600 SH | Increased |
| MERCK & CO INC | COM | $3.7M | 2.2%Prev: 1.8% | 35,000 SH | Increased |
| MICROCHIP TECHNOLOGY INC. | COM | $4.0M | 2.4%Prev: 2.5% | 62,550 SH | Decreased |
| MICROSOFT CORP | COM | $2.4M | 1.5%Prev: 1.6% | 5,000 SH | Decreased |
| NEXTERA ENERGY INC | COM | $7.1M | 4.3%Prev: 4.1% | 88,000 SH | Increased |
| PAYCHEX INC | COM | $4.0M | 2.4%Prev: 2.8% | 35,400 SH | Decreased |
| PEPSICO INC | COM | $4.5M | 2.7%Prev: 2.7% | 31,200 SH | Increased |
| PHILLIPS 66 | COM | $4.4M | 2.7%Prev: 2.9% | 33,800 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $1.3M | 0.8%Prev: 0.8% | 8,900 SH | Decreased |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $6.5M | 3.9%Prev: 4.2% | 80,500 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $2.6M | 1.6%Prev: 1.4% | 26,600 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $53.2M | 32.4%Prev: 32.0% | 158,711 SH | Increased+1,557 SH |
| WALMART INC | COM | $10.6M | 6.4%Prev: 6.1% | 95,000 SH | Increased |
| WASTE MGMT INC DEL | COM | $4.4M | 2.7%Prev: 2.7% | 20,000 SH | Decreased |
| XCEL ENERGY INC | COM | $6.8M | 4.1%Prev: 4.6% | 91,709 SH | Decreased |
| 13F-HR |
| 0001097833-26-000008 |
| $183.0M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001097833-25-000012 | $150.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001097833-26-000005 | $167.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000944695-25-000008 | $140.3M | View |