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Portfolio (Quarterly) Guide ↗

Opus Capital Group, LLC

· CIK 0001330325
13F Portfolio $930M AUM 137 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 32 Added 39 Reduced 9 Exited
Page 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSV Vanguard Short Term Bond Index 11,095.0 $870K 0.09% $78.41 -0.7%
62 VV Vanguard Large-Cap Index ETF 2,764.0 $826K 0.09% -98.0 -3.4% $298.84 +14.3%
63 LLY Lilly Eli & Co Healthcare 895.0 $823K 0.09% -181.0 -16.8% $919.55 +13.3%
64 ISTB iShares Core 1-5 Year USD Bond ETF 14,646.0 $710K 0.08% +793.0 +5.7% $48.48 -0.6%
65 JPM JPMorgan Chase & Co Financial Services 2,299.0 $676K 0.07% $294.04 +3.0%
66 IJH iShares S&P Midcap 400 9,802.0 $662K 0.07% -70.0 -0.7% $67.54 +7.9%
67 CVX Chevron Corp Energy 3,094.0 $640K 0.07% -147.0 -4.5% $206.85 -7.7%
68 CINF Cincinnati Financial Financial Services 3,990.0 $628K 0.07% $157.39 +7.0%
69 SPY SPDR S&P 500 ETF Financial Services 924.0 $601K 0.07% -20.0 -2.1% $650.43 +14.2%
70 HD Home Depot Consumer Cyclical 1,609.0 $529K 0.06% $328.78 -4.6%
71 SCHX Schwab US Large Cap ETF 20,209.0 $518K 0.06% +8K +63.2% $25.63 +13.9%
72 VTI Vanguard Total Stock Market ETF 1,598.0 $513K 0.06% $321.03 +13.7%
73 VNQ Vanguard Real Estate Index 5,696.0 $505K 0.05% -167.0 -2.9% $88.66 +9.0%
74 TRV Travelers Co Financial Services 1,729.0 $504K 0.05% +14.0 +0.8% $291.50 +5.3%
75 Duke Energy Corporation 3,724.0 $488K 0.05% $131.04
76 GOOG Alphabet Inc Class C Communication Services 1,696.0 $487K 0.05% $287.15 +33.5%
77 FNDA Schwab Fundamental US Small Cap ETF 14,987.0 $486K 0.05% $32.43 +9.3%
78 QQQ Invesco QQQ Financial Services 840.0 $485K 0.05% $577.38 +23.8%
79 VONG Vanguard Russell 1000 Growth ETF 4,225.0 $463K 0.05% $109.59 +17.1%
80 OTTR Otter Tail Corp Utilities 5,266.0 $462K 0.05% $87.73 -1.2%
Page 4 of 7  ·  139 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 35.0%
Technology 17.9%
Consumer Cyclical 12.3%
Financial Services 9.5%
Healthcare 8.9%
Energy 6.4%
Communication Services 4.3%
Utilities 2.8%
Industrials 2.5%
Real Estate 0.4%