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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OPUS INVESTMENT MANAGEMENT INC

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001097833-24-000002

Total Value
$153.2M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769132,978$34.6M22.56%
2ABBVIE INCABBV41,700$7.6M4.96%
3WALMART INCWMT96,000$5.8M3.77%
4NEXTERA ENERGY INCNEE-PW88,000$5.6M3.67%
5MICROCHIP TECHNOLOGY INC.MCHPP62,550$5.6M3.66%
6APPLE INCAAPL32,400$5.6M3.63%
7PHILLIPS 66PSX33,800$5.5M3.60%
8PEPSICO INCPEP31,200$5.5M3.56%
9PUBLIC SVC ENTERPRISE GRP IN74457310680,500$5.4M3.51%
10ISHARES TR46429B69760,433$5.1M3.30%
11XCEL ENERGY INCXELLL91,709$4.9M3.22%
12MERCK & CO INCMRK35,000$4.6M3.01%
13PAYCHEX INCPAYX35,400$4.3M2.84%
14ISHARES TR46428715037,139$4.3M2.80%
15WASTE MGMT INC DEL94106L10920,000$4.3M2.78%
16JOHNSON & JOHNSONJNJ26,800$4.2M2.77%
17MCDONALDS CORPMCD14,600$4.1M2.69%
18WEC ENERGY GROUP INCWEC50,000$4.1M2.68%
19UNITED PARCEL SERVICE INCUPS26,600$4.0M2.58%
20AMGEN INCAMGN10,100$2.9M1.87%
21EXXON MOBIL CORPXOM24,000$2.8M1.82%
22SCHWAB STRATEGIC TR80852479727,513$2.2M1.45%
23AIR PRODS & CHEMS INCAIIR9,000$2.2M1.42%
24SCHWAB STRATEGIC TR80852410235,240$2.2M1.40%
25EXELON CORPEXC56,000$2.1M1.37%
26MICROSOFT CORPMSFT5,000$2.1M1.37%
27ALLIANT ENERGY CORPLNT32,678$1.6M1.08%
28HOME DEPOT INCHD4,200$1.6M1.05%
29PROCTER AND GAMBLE CO7427181098,900$1.4M0.94%
30BLACKROCK INCBLK1,500$1.3M0.82%
31CMS ENERGY CORPCMS-PC20,000$1.2M0.79%
32CISCO SYS INCCSCO20,000$998,2000.65%
33LOCKHEED MARTIN CORPLMT2,000$909,7400.59%
34CHEVRON CORP NEWCVX5,000$788,7000.51%
35ISHARES TR4642872001,150$604,5900.39%
36VANGUARD INDEX FDS9229083631,250$600,8750.39%
37SPDR SER TR78464A8547,185$442,0930.29%
38ISHARES TR4642885133,725$289,5440.19%