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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 General Electric 954.0 $294K 0.03% NEW $308.18
102 Hubbell Inc Class B 660.0 $293K 0.03% NEW $443.94
103 WMT Wal Mart Stores Inc Consumer Defensive 2,585.0 $288K 0.03% NEW $111.41 +17.4%
104 TSM Taiwan Semiconductr Technology 926.0 $281K 0.03% NEW $303.46 +32.3%
105 HYDB iShares High Yield Systematic Bond ETF 5,798.0 $275K 0.03% NEW $47.43 -1.4%
106 SBUX Starbucks Corp Consumer Cyclical 3,187.0 $268K 0.03% NEW $84.09 +26.6%
107 AMD Advanced Micro Devic Technology 1,236.0 $265K 0.03% NEW $214.40 +109.7%
108 VDE Vanguard Energy ETF 2,079.0 $262K 0.03% NEW $126.02 +32.7%
109 GD General Dynamics Industrials 762.0 $256K 0.03% NEW $335.96 +0.8%
110 PNC PNC Financial Services Financial Services 1,210.0 $253K 0.03% NEW $209.09 +3.7%
111 RTX Raytheon Technologies Co Industrials 1,362.0 $250K 0.03% NEW $183.55 -4.7%
112 MTDR Matador Resources Co Energy 5,736.0 $243K 0.03% NEW $42.36 +32.4%
113 UNH Unitedhealth Group Healthcare 727.0 $240K 0.03% NEW $330.12 +16.1%
114 SRE Sempra Energy Utilities 2,688.0 $237K 0.03% NEW $88.17 +3.7%
115 Eaton Corporation 740.0 $236K 0.03% NEW $318.92
116 CSCO Cisco Systems Technology 2,916.0 $225K 0.02% NEW $77.16 +53.2%
117 TEL Te Connectivity Plc Technology 984.0 $224K 0.02% NEW $227.64 -11.5%
118 TSLA Tesla Motors Inc Consumer Cyclical 495.0 $223K 0.02% NEW $450.51 -7.4%
119 V Visa Inc Financial Services 637.0 $223K 0.02% NEW $350.08 -5.5%
120 Accenture Ltd 823.0 $221K 0.02% NEW $268.53
Page 6 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%