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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV iShares S&P 500 Index 3,908.0 $2.9M 0.28% $748.72 +3.0%
42 SPDW SPDR Developed World ex-US ETF 56,850.0 $2.9M 0.28% +449.0 +0.8% $50.40 +1.8%
43 VIG Vanguard Dividend Appreciation 11,662.0 $2.8M 0.27% -686.0 -5.6% $236.58 +3.3%
44 IWM iShares Russell 2000 Idx 8,978.0 $2.7M 0.26% -73.0 -0.8% $300.40 -0.1%
45 OEF iShares S&P 100 ETF 7,307.0 $2.7M 0.26% $365.81 +3.5%
46 NVDA Nvidia Corp Technology 11,026.0 $2.2M 0.21% +1K +15.0% $200.07 +9.8%
47 SLYV SPDR S&P 600 Small Cap Value 18,191.0 $2.0M 0.19% -285.0 -1.5% $109.12 +1.0%
48 SCHE Schwab Emerging Market ETF 47,450.0 $1.7M 0.17% NEW $36.27 +0.4%
49 IWD iShares Russell 1000 Value 7,092.0 $1.7M 0.17% $242.39 +5.9%
50 VBK Vanguard Small-Cap Growth ETF 4,152.0 $1.5M 0.15% $365.85 -2.0%
51 SGOV iShares 0-3 Month Treasury Bond ETF 14,246.0 $1.4M 0.14% -7K -33.4% $100.66 -0.1%
52 MSFT Microsoft Technology 3,610.0 $1.3M 0.13% +35.0 +1.0% $373.13 +29.1%
53 DFAS Dimensional U.S. Small Cap ETF 15,308.0 $1.3M 0.12% $82.31 +0.9%
54 META Meta Platforms Inc Communication Services 2,076.0 $1.2M 0.11% -34.0 -1.6% $563.10 -3.5%
55 JNJ Johnson & Johnson Healthcare 4,315.0 $1.1M 0.11% -1K -18.9% $254.00 +6.7%
56 Berkshire Hath. Cl B 2,160.0 $1.1M 0.10% +174.0 +8.8% $500.46
57 IWN iShares Russell 2000 Value Idx 4,694.0 $1.0M 0.10% $221.13 +1.5%
58 AVGO Broadcom Ltd Technology 2,607.0 $985K 0.10% -225.0 -7.9% $377.83 +0.5%
59 VV Vanguard Large-Cap Index ETF 2,764.0 $951K 0.09% $344.07 +2.8%
60 AMZN Amazon.com Consumer Cyclical 3,907.0 $931K 0.09% -891.0 -18.6% $238.29 +8.9%
Page 3 of 8  ·  150 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%