Vault-13

OPUS INVESTMENT MANAGEMENT INC

WORCESTER, MA · CIK 1097833 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Other 13F filers in this group: HANOVER INSURANCE GROUP, INC. files a notice

As an employer

In the UK

1 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$183.0m reported value +9.2% vs Q1 2026
31positions
69.3%in top 10
2 new 0 added 0 reduced 1 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 158,711 $58.7m32.08% 32.08% UnchangedShares held: Q3 2025 157.2k, Q4 2025 158.7k, Q1 2026 158.7k, Q2 2026 158.7k
2 WALMART INC COM WMT WMT 95,000 $10.8m5.88% 5.88% UnchangedShares held: Q3 2025 95.0k, Q4 2025 95.0k, Q1 2026 95.0k, Q2 2026 95.0k
3 ABBVIE INC COM ABBV ABBV 41,700 $10.5m5.73% 5.73% UnchangedShares held: Q3 2025 41.7k, Q4 2025 41.7k, Q1 2026 41.7k, Q2 2026 41.7k
4 APPLE INC COM AAPL AAPL 32,400 $9.4m5.12% 5.12% UnchangedShares held: Q3 2025 32.4k, Q4 2025 32.4k, Q1 2026 32.4k, Q2 2026 32.4k
5 XCEL ENERGY INC COM XEL XEL 91,709 $7.4m4.02% 4.02% UnchangedShares held: Q3 2025 91.7k, Q4 2025 91.7k, Q1 2026 91.7k, Q2 2026 91.7k
6 JOHNSON & JOHNSON COM JNJ JNJ 26,800 $6.8m3.72% 3.72% UnchangedShares held: Q3 2025 26.8k, Q4 2025 26.8k, Q1 2026 26.8k, Q2 2026 26.8k
7 PUBLIC SVC ENTERPRISE GRP IN COM PEG PEG 80,500 $6.5m3.57% 3.57% UnchangedShares held: Q3 2025 80.5k, Q4 2025 80.5k, Q1 2026 80.5k, Q2 2026 80.5k
8 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 66,878 $5.9m3.21% 3.21% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 66.9k, Q2 2026 66.9k
9 MICROCHIP TECHNOLOGY INC. COM MCHP MCHP 62,550 $5.7m3.12% 3.12% UnchangedShares held: Q3 2025 62.5k, Q4 2025 62.5k, Q1 2026 62.5k, Q2 2026 62.5k
10 NEXTERA ENERGY INC COM NEE NEE 60,000 $5.3m2.88% 2.88% UnchangedShares held: Q3 2025 88.0k, Q4 2025 88.0k, Q1 2026 60.0k, Q2 2026 60.0k
11 MERCK & CO INC COM MRK MRK 35,000 $4.5m2.46% 2.46% UnchangedShares held: Q3 2025 35.0k, Q4 2025 35.0k, Q1 2026 35.0k, Q2 2026 35.0k
12 WASTE MGMT INC DEL COM WM WM 20,000 $4.5m2.44% 2.44% UnchangedShares held: Q3 2025 20.0k, Q4 2025 20.0k, Q1 2026 20.0k, Q2 2026 20.0k
13 PEPSICO INC COM PEP PEP 31,200 $4.2m2.31% 2.31% UnchangedShares held: Q3 2025 31.2k, Q4 2025 31.2k, Q1 2026 31.2k, Q2 2026 31.2k
14 MCDONALDS CORP COM MCD MCD 14,600 $3.9m2.16% 2.16% UnchangedShares held: Q3 2025 14.6k, Q4 2025 14.6k, Q1 2026 14.6k, Q2 2026 14.6k
15 AMGEN INC COM AMGN AMGN 10,100 $3.7m2.00% 2.00% UnchangedShares held: Q3 2025 10.1k, Q4 2025 10.1k, Q1 2026 10.1k, Q2 2026 10.1k
16 PAYCHEX INC COM PAYX PAYX 35,400 $3.5m1.90% 1.90% UnchangedShares held: Q3 2025 35.4k, Q4 2025 35.4k, Q1 2026 35.4k, Q2 2026 35.4k
17 ISHARES TR PFD AND INCM SEC PFF PFF 109,725 $3.3m1.83% 1.83% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 109.7k
18 VANECK ETF TRUST PREFERRED SECURT PFXF PFXF 187,450 $3.3m1.83% 1.83% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 187.4k
19 UNITED PARCEL SERVICE INC CL B UPS UPS 26,600 $2.9m1.56% 1.56% UnchangedShares held: Q3 2025 26.6k, Q4 2025 26.6k, Q1 2026 26.6k, Q2 2026 26.6k
20 PHILLIPS 66 COM PSX PSX 16,900 $2.9m1.56% 1.56% UnchangedShares held: Q3 2025 33.8k, Q4 2025 33.8k, Q1 2026 16.9k, Q2 2026 16.9k
21 AIR PRODS & CHEMS INC COM APD APD 9,000 $2.6m1.44% 1.44% UnchangedShares held: Q3 2025 9.0k, Q4 2025 9.0k, Q1 2026 9.0k, Q2 2026 9.0k
22 EXELON CORP COM EXC EXC 56,000 $2.6m1.43% 1.43% UnchangedShares held: Q3 2025 56.0k, Q4 2025 56.0k, Q1 2026 56.0k, Q2 2026 56.0k
23 ALLIANT ENERGY CORP COM LNT LNT 32,678 $2.5m1.36% 1.36% UnchangedShares held: Q3 2025 32.7k, Q4 2025 32.7k, Q1 2026 32.7k, Q2 2026 32.7k
24 EXXON MOBIL CORP COM XOM XOM 18,000 $2.5m1.34% 1.34% UnchangedShares held: Q3 2025 24.0k, Q4 2025 24.0k, Q1 2026 18.0k, Q2 2026 18.0k
25 MICROSOFT CORP COM MSFT MSFT 5,000 $1.9m1.02% 1.02% UnchangedShares held: Q3 2025 5.0k, Q4 2025 5.0k, Q1 2026 5.0k, Q2 2026 5.0k
26 CMS ENERGY CORP COM CMS CMS 20,000 $1.5m0.84% 0.84% UnchangedShares held: Q3 2025 20.0k, Q4 2025 20.0k, Q1 2026 20.0k, Q2 2026 20.0k
27 HOME DEPOT INC COM HD HD 4,200 $1.5m0.81% 0.81% UnchangedShares held: Q3 2025 4.2k, Q4 2025 4.2k, Q1 2026 4.2k, Q2 2026 4.2k
28 BLACKROCK INC COM BLK BLK 1,500 $1.4m0.79% 0.79% UnchangedShares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
29 PROCTER AND GAMBLE CO COM PG PG 8,900 $1.3m0.71% 0.71% UnchangedShares held: Q3 2025 8.9k, Q4 2025 8.9k, Q1 2026 8.9k, Q2 2026 8.9k
30 LOCKHEED MARTIN CORP COM LMT LMT 2,000 $1.0m0.56% 0.56% UnchangedShares held: Q3 2025 2.0k, Q4 2025 2.0k, Q1 2026 2.0k, Q2 2026 2.0k
31 CHEVRON CORP NEW COM CVX CVX 3,750 $621.6k0.34% 0.34% UnchangedShares held: Q3 2025 5.0k, Q4 2025 5.0k, Q1 2026 3.8k, Q2 2026 3.8k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
CISCO SYS INC CSCO CSCO 20,000 $1.6m20.0k shares