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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 Q2 2024 · Filed August 13, 2024 · Accession 0001097833-24-000006

Total Value
$154.9M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769133,178$35.6M23.01%
2ABBVIE INCABBV41,700$7.2M4.62%
3APPLE INCAAPL32,400$6.8M4.41%
4WALMART INCWMT96,000$6.5M4.20%
5NEXTERA ENERGY INCNEE-PW88,000$6.2M4.02%
6PUBLIC SVC ENTERPRISE GRP IN74457310680,500$5.9M3.83%
7MICROCHIP TECHNOLOGY INC.MCHPP62,550$5.7M3.70%
8PEPSICO INCPEP31,200$5.1M3.32%
9ISHARES TR46429B69760,560$5.1M3.28%
10XCEL ENERGY INCXELLL91,709$4.9M3.16%
11PHILLIPS 66PSX33,800$4.8M3.08%
12ISHARES TR46428715037,479$4.5M2.87%
13MERCK & CO INCMRK35,000$4.3M2.80%
14WASTE MGMT INC DEL94106L10920,000$4.3M2.76%
15PAYCHEX INCPAYX35,400$4.2M2.71%
16WEC ENERGY GROUP INCWEC50,000$3.9M2.53%
17JOHNSON & JOHNSONJNJ26,800$3.9M2.53%
18MCDONALDS CORPMCD14,600$3.7M2.40%
19UNITED PARCEL SERVICE INCUPS26,600$3.6M2.35%
20AMGEN INCAMGN10,100$3.2M2.04%
21EXXON MOBIL CORPXOM24,000$2.8M1.78%
22AIR PRODS & CHEMS INCAIIR9,000$2.3M1.50%
23SCHWAB STRATEGIC TR80852479729,288$2.3M1.47%
24MICROSOFT CORPMSFT5,000$2.2M1.44%
25SCHWAB STRATEGIC TR80852410235,240$2.2M1.43%
26EXELON CORPEXC56,000$1.9M1.25%
27ALLIANT ENERGY CORPLNT32,678$1.7M1.07%
28PROCTER AND GAMBLE CO7427181098,900$1.5M0.95%
29HOME DEPOT INCHD4,200$1.4M0.93%
30CMS ENERGY CORPCMS-PC20,000$1.2M0.77%
31BLACKROCK INCBLK1,500$1.2M0.76%
32CISCO SYS INCCSCO20,000$950,2000.61%
33LOCKHEED MARTIN CORPLMT2,000$934,2000.60%
34CHEVRON CORP NEWCVX5,000$782,1000.51%
35ISHARES TR4642872001,150$629,3150.41%
36VANGUARD INDEX FDS9229083631,250$625,1630.40%
37SPDR SER TR78464A8547,185$459,8400.30%
38ISHARES TR4642885133,725$287,3470.19%