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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT Wal Mart Stores Inc Consumer Defensive 2,585.0 $321K 0.04% $124.18 +5.4%
102 UNH Unitedhealth Group Healthcare 1,178.0 $319K 0.03% +451.0 +62.0% $270.80 +41.5%
103 GD General Dynamics Industrials 922.0 $316K 0.03% +160.0 +21.0% $342.73 -1.2%
104 RTX Raytheon Technologies Co Industrials 1,632.0 $315K 0.03% +270.0 +19.8% $193.01 -9.4%
105 SPYM SPDR Portfolio S&P 500 ETF 4,035.0 $309K 0.03% $76.58 +14.2%
106 iShares iBonds Dec 2029 Term Treasury ETF 13,900.0 $304K 0.03% $21.87
107 TRGP Targa Res Corp Energy 1,159.0 $291K 0.03% NEW $251.08 +7.8%
108 MA Mastercard Inc Financial Services 560.0 $280K 0.03% -3.0 -0.5% $500.00 -0.1%
109 ADP Automatic Data Processing Industrials 1,369.0 $278K 0.03% $203.07 +8.4%
110 General Electric 954.0 $271K 0.03% $284.07
111 HYDB iShares High Yield Systematic Bond ETF 5,754.0 $268K 0.03% -44.0 -0.8% $46.58 +0.4%
112 SBUX Starbucks Corp Consumer Cyclical 2,989.0 $268K 0.03% -198.0 -6.2% $89.66 +18.8%
113 SRE Sempra Energy Utilities 2,698.0 $262K 0.03% $97.11 -5.8%
114 CSCO Cisco Systems Technology 3,311.0 $257K 0.03% +395.0 +13.6% $77.62 +52.3%
115 DRI Darden Restaurants Inc Consumer Cyclical 1,284.0 $252K 0.03% NEW $196.26 +0.4%
116 ILCB iShares Mstar Large Core 2,728.0 $245K 0.03% -524.0 -16.1% $89.81 +14.5%
117 PM Philip Morris Intl Inc Consumer Defensive 1,477.0 $244K 0.03% NEW $165.20 +14.2%
118 CMDT PIMCO Commodity Strategy Active Exchange-Traded Fu 7,421.0 $239K 0.03% NEW $32.21 +6.3%
119 PPL PPL Corporation Utilities 6,053.0 $231K 0.03% +134.0 +2.3% $38.16 -7.1%
120 TEL Te Connectivity Plc Technology 1,102.0 $230K 0.03% +118.0 +12.0% $208.71 -3.5%
Page 6 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%