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Portfolio (Quarterly) Guide ↗

Opus Capital Group, LLC

· CIK 0001330325
13F Portfolio $1.0B AUM 150 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 43 Added 38 Reduced 4 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISTB iShares Core 1-5 Year USD Bond ETF 12,795.0 $617K 0.06% -2K -12.6% $48.22 -0.3%
22 VTI Vanguard Total Stock Market ETF 1,566.0 $579K 0.06% -32.0 -2.0% $369.73 +2.5%
23 SPY SPDR S&P 500 ETF Financial Services 769.0 $575K 0.06% -155.0 -16.8% $747.72 +2.6%
24 ABBV Abbvie Inc Healthcare 2,019.0 $508K 0.05% -11.0 -0.5% $251.61 +2.9%
25 VNQ Vanguard Real Estate Index 5,027.0 $485K 0.05% -669.0 -11.8% $96.48 +1.2%
26 VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 2,807.0 $433K 0.04% -18.0 -0.6% $154.26 +2.1%
27 TRV Travelers Co Financial Services 1,283.0 $424K 0.04% -446.0 -25.8% $330.48 +11.3%
28 CSCO Cisco Systems Technology 3,243.0 $381K 0.04% -68.0 -2.0% $117.48 -5.0%
29 SCHW Charles Schwab Corp Financial Services 3,950.0 $364K 0.04% -167.0 -4.1% $92.15 +21.2%
30 NEE Nextera Energy Inc Utilities 3,866.0 $339K 0.03% -947.0 -19.7% $87.69 -1.7%
31 RTX Raytheon Technologies Co Industrials 1,615.0 $306K 0.03% -17.0 -1.0% $189.47 +19.0%
32 SBUX Starbucks Corp Consumer Cyclical 2,829.0 $289K 0.03% -160.0 -5.3% $102.16 +3.8%
33 MCD McDonalds Corp Consumer Cyclical 979.0 $265K 0.03% -237.0 -19.5% $270.68 -1.4%
34 DRI Darden Restaurants Inc Consumer Cyclical 1,277.0 $263K 0.03% -7.0 -0.6% $205.95 +6.3%
35 TRGP Targa Res Corp Energy 860.0 $231K 0.02% -299.0 -25.8% $268.60 +10.9%
36 MDLZ Mondelez Intl Inc Cl A Consumer Defensive 3,771.0 $218K 0.02% -20.0 -0.5% $57.81 +8.4%
37 PPL PPL Corporation Utilities 5,911.0 $215K 0.02% -142.0 -2.4% $36.37 -2.1%
38 VICI VICI Properties Inc. Real Estate 7,785.0 $207K 0.02% -107.0 -1.4% $26.59 -2.6%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 30.0%
Technology 19.8%
Healthcare 16.3%
Consumer Cyclical 10.0%
Financial Services 9.2%
Energy 4.6%
Communication Services 4.2%
Industrials 3.0%
Utilities 2.7%
Real Estate 0.4%