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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLD SPDR Gold Trust Financial Services 1,073.0 $462K 0.05% -45.0 -4.0% $430.57 -3.2%
82 GOOGL Alphabet Inc Class A Communication Services 1,573.0 $452K 0.05% -52.0 -3.2% $287.35 +34.9%
83 NEE Nextera Energy Inc Utilities 4,813.0 $447K 0.05% $92.87 -3.4%
84 VO Vanguard Mid Cap ETF 1,551.0 $445K 0.05% $286.91 -73.0%
85 ABBV Abbvie Inc Healthcare 2,030.0 $442K 0.05% -629.0 -23.7% $217.73 -1.4%
86 WMB Williams Companies Energy 5,907.0 $430K 0.05% $72.79 +7.0%
87 VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 2,825.0 $412K 0.04% $145.84 +8.8%
88 SCHW Charles Schwab Corp Financial Services 4,117.0 $387K 0.04% +92.0 +2.3% $94.00 -4.1%
89 TSM Taiwan Semiconductr Technology 1,124.0 $380K 0.04% +198.0 +21.4% $338.08 +18.8%
90 MCD McDonalds Corp Consumer Cyclical 1,216.0 $378K 0.04% -455.0 -27.2% $310.86 -8.6%
91 MTDR Matador Resources Co Energy 5,757.0 $364K 0.04% $63.23 -11.3%
92 VDE Vanguard Energy ETF 2,082.0 $360K 0.04% $172.91 -3.3%
93 KR Kroger Corp Consumer Defensive 4,931.0 $357K 0.04% $72.40 -7.4%
94 ET Energy Transfer LP Energy 18,399.0 $355K 0.04% $19.29 +3.7%
95 iShares iBonds Dec 2027 Term Treasury ETF 15,782.0 $354K 0.04% $22.43
96 iShares iBonds Dec 2026 Term Treasury ETF 15,457.0 $354K 0.04% $22.90
97 iShares iBonds Dec 2028 Term Treasury ETF 15,830.0 $353K 0.04% $22.30
98 PEP Pepsico Inc Consumer Defensive 2,266.0 $352K 0.04% $155.34 -4.2%
99 PNC PNC Financial Services Financial Services 1,558.0 $324K 0.04% +348.0 +28.8% $207.96 +4.3%
100 Hubbell Inc Class B 660.0 $324K 0.04% $490.91
Page 5 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%