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Portfolio (Quarterly) Guide ↗

Opus Capital Group, LLC

· CIK 0001330325
13F Portfolio $923M AUM 137 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 137 New
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWN iShares Russell 2000 Value Idx 4,693.0 $850K 0.09% NEW $181.12 +15.8%
62 XOM Exxon Mobil Corp Energy 6,721.0 $809K 0.09% NEW $120.37 +29.8%
63 JPM JPMorgan Chase & Co Financial Services 2,305.0 $743K 0.08% NEW $322.34 -6.0%
64 ISTB iShares Core 1-5 Year USD Bond ETF 13,853.0 $675K 0.07% NEW $48.73 -1.1%
65 CINF Cincinnati Financial Financial Services 3,990.0 $652K 0.07% NEW $163.41 +3.0%
66 IJH iShares S&P Midcap 400 9,872.0 $652K 0.07% NEW $66.05 +10.4%
67 SPY SPDR S&P 500 ETF Financial Services 944.0 $644K 0.07% NEW $682.20 +8.9%
68 ABBV Abbvie Inc Healthcare 2,659.0 $608K 0.07% NEW $228.66 -6.2%
69 HD Home Depot Consumer Cyclical 1,606.0 $553K 0.06% NEW $344.33 -8.9%
70 VTI Vanguard Total Stock Market ETF 1,597.0 $535K 0.06% NEW $335.00 +9.0%
71 GOOG Alphabet Inc Class C Communication Services 1,696.0 $532K 0.06% NEW $313.68 +22.2%
72 VNQ Vanguard Real Estate Index 5,863.0 $519K 0.06% NEW $88.52 +9.2%
73 QQQ Invesco QQQ Financial Services 840.0 $516K 0.06% NEW $614.29 +16.3%
74 VONG Vanguard Russell 1000 Growth ETF 4,224.0 $514K 0.06% NEW $121.69 +5.5%
75 MCD McDonalds Corp Consumer Cyclical 1,671.0 $511K 0.06% NEW $305.80 -7.1%
76 GOOGL Alphabet Inc Class A Communication Services 1,625.0 $509K 0.06% NEW $313.23 +23.8%
77 TRV Travelers Co Financial Services 1,715.0 $497K 0.05% NEW $289.80 +5.9%
78 CVX Chevron Corp Energy 3,241.0 $494K 0.05% NEW $152.42 +25.3%
79 FNDA Schwab Fundamental US Small Cap ETF 14,984.0 $472K 0.05% NEW $31.50 +12.5%
80 VO Vanguard Mid Cap ETF 1,551.0 $450K 0.05% NEW $290.14 -73.3%
Page 4 of 7  ·  137 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 34.7%
Technology 20.2%
Consumer Cyclical 12.1%
Financial Services 9.7%
Healthcare 8.8%
Communication Services 4.9%
Energy 4.4%
Utilities 2.5%
Industrials 2.4%
Real Estate 0.4%