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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMDT PIMCO Commodity Strategy Active Exchange-Traded Fu 8,690.0 $267K 0.03% +1K +17.1% $30.73 +9.5%
122 PM Philip Morris Intl Inc Consumer Defensive 1,471.0 $266K 0.03% $180.83 +3.8%
123 MCD McDonalds Corp Consumer Cyclical 979.0 $265K 0.03% -237.0 -19.5% $270.68 -1.4%
124 GEV GE Vernova Inc Utilities 225.0 $264K 0.03% NEW $1173.33 -14.4%
125 DRI Darden Restaurants Inc Consumer Cyclical 1,277.0 $263K 0.03% -7.0 -0.6% $205.95 +6.3%
126 SRE Sempra Energy Utilities 2,686.0 $249K 0.02% $92.70 -6.0%
127 Wisconsin Energy 2,096.0 $245K 0.02% NEW $116.89
128 EFA iShares EAFE Index 2,320.0 $241K 0.02% NEW $103.88 +3.3%
129 DFAC Dimensional U.S. Core Equity 2 ETF 5,395.0 $239K 0.02% $44.30 +3.0%
130 GLW Corning Inc Technology 929.0 $237K 0.02% NEW $255.11 -37.3%
131 Eaton Corporation 555.0 $236K 0.02% NEW $425.23
132 TRGP Targa Res Corp Energy 860.0 $231K 0.02% -299.0 -25.8% $268.60 +10.9%
133 PEY Invesco High Yield Equity Dividend Achievers ETF 9,920.0 $230K 0.02% $23.19 +8.2%
134 VCSH Vanguard Short-Term Corp Bond ETF 2,787.0 $220K 0.02% +31.0 +1.1% $78.94 -0.4%
135 V Visa Inc Financial Services 637.0 $219K 0.02% NEW $343.80 +5.9%
136 MDLZ Mondelez Intl Inc Cl A Consumer Defensive 3,771.0 $218K 0.02% -20.0 -0.5% $57.81 +8.4%
137 CRWD Crowdstrike Hldgs Inc Technology 283.0 $216K 0.02% NEW $190.81 +11.6%
138 PPL PPL Corporation Utilities 5,911.0 $215K 0.02% -142.0 -2.4% $36.37 -2.1%
139 VICI VICI Properties Inc. Real Estate 7,785.0 $207K 0.02% -107.0 -1.4% $26.59 -2.6%
140 COST Costco Wholesale Corp Consumer Defensive 216.0 $202K 0.02% $935.19 +2.8%
Page 7 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%