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Lindsay F. Greenfield

Opus Investment Management Inc

Assets Managed
$167.606M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
1.99%(2Q avg: 1.96%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Opus Investment Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Opus Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.606M in assets, with a quarterly growth rate of 1.99% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Lindsay F. Greenfield, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
30.38%
$50.916M
158,711 shares@ $320.82 avg price
WMT
Walmart Inc
Recent Activity
7.05%
$11.807M
95,000 shares@ $124.28 avg price
ABBV
Abbvie Inc
Recent Activity
5.42%
$9.069M
41,700 shares@ $217.49 avg price
AAPL
Apple Inc
Recent Activity
4.91%
$8.223M
32,400 shares@ $253.79 avg price
XEL
Xcel Energy Inc
Recent Activity
4.35%
$7.285M
91,709 shares@ $79.45 avg price
JNJ
Johnson & Johnson
Recent Activity
3.91%
$6.551M
26,800 shares@ $244.44 avg price
PEG
Public Service Enterprise Gp
Recent Activity
3.89%
$6.516M
80,500 shares@ $80.95 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -31.81%
3.33%
$5.573M
60,000 shares@ $92.88 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
3.06%
$5.119M
66,878 shares@ $76.54 avg price
PEP
Pepsico Inc
Recent Activity
2.9%
$4.845M
31,200 shares@ $155.29 avg price

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