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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 4 of 8  ·  150 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 $864K 0.08% $77.87 -0.3%
62 XOM Exxon Mobil Corp Energy 5,587.0 $764K 0.07% -1K -16.4% $136.75 +21.1%
63 IJH iShares S&P Midcap 400 9,632.0 $743K 0.07% -170.0 -1.7% $77.14 +0.1%
64 CINF Cincinnati Financial Financial Services 4,001.0 $741K 0.07% $185.20 -7.5%
65 JPM JPMorgan Chase & Co Financial Services 2,248.0 $736K 0.07% -51.0 -2.2% $327.40 +10.9%
66 LLY Lilly Eli & Co Healthcare 593.0 $711K 0.07% -302.0 -33.7% $1198.99 +2.3%
67 ISRG Intuitive Surgical New Healthcare 1,730.0 $688K 0.07% NEW $397.69 -1.6%
68 UNH Unitedhealth Group Healthcare 1,603.0 $666K 0.07% +425.0 +36.1% $415.47 -5.2%
69 GOOGL Alphabet Inc Class A Communication Services 1,825.0 $652K 0.06% +252.0 +16.0% $357.26 -3.7%
70 QQQ Invesco QQQ Financial Services 840.0 $619K 0.06% $736.90 -2.6%
71 ISTB iShares Core 1-5 Year USD Bond ETF 12,795.0 $617K 0.06% -2K -12.6% $48.22 -0.3%
72 TSM Taiwan Semiconductr Technology 1,255.0 $599K 0.06% +131.0 +11.7% $477.29 -13.4%
73 GOOG Alphabet Inc Class C Communication Services 1,689.0 $597K 0.06% $353.46 -3.4%
74 SCHX Schwab US Large Cap ETF 20,209.0 $595K 0.06% $29.44 +2.8%
75 VTI Vanguard Total Stock Market ETF 1,566.0 $579K 0.06% -32.0 -2.0% $369.73 +2.5%
76 SPY SPDR S&P 500 ETF Financial Services 769.0 $575K 0.06% -155.0 -16.8% $747.72 +2.6%
77 FNDA Schwab Fundamental US Small Cap ETF 14,990.0 $571K 0.06% $38.09 -0.8%
78 HD Home Depot Consumer Cyclical 1,605.0 $566K 0.06% $352.65 -4.3%
79 VONG Vanguard Russell 1000 Growth ETF 4,226.0 $540K 0.05% $127.78 -0.8%
80 PNC PNC Financial Services Financial Services 2,177.0 $536K 0.05% +619.0 +39.7% $246.21 +3.3%
Page 4 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%