CIK 1330325
Opus Capital Group, LLC
Institutional 13F holdings & portfolio
Holdings
137
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 137
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBK | Vanguard Small-Cap Growth ETF | 4K | $1M+ | SH |
| SLS | Sellas Life Sciences Gro | 317K | $1M+ | SH |
| LLY | Lilly Eli & Co | 1K | $1M+ | SH |
| AMZN | Amazon.com | 5K | $1M+ | SH |
| JNJ | Johnson & Johnson | 5K | $1M+ | SH |
| DFAS | Dimensional U.S. Small Cap ETF | 15K | $1M+ | SH |
| BRK.B | Berkshire Hath. Cl B | 2K | $1M+ | SH |
| AVGO | Broadcom Ltd | 3K | $500K+ | SH |
| VV | Vanguard Large-Cap Index ETF | 3K | $500K+ | SH |
| BSV | Vanguard Short Term Bond Index | 11K | $500K+ | SH |
| IWN | iShares Russell 2000 Value Idx | 5K | $500K+ | SH |
| XOM | Exxon Mobil Corp | 7K | $500K+ | SH |
| JPM | JPMorgan Chase & Co | 2K | $500K+ | SH |
| ISTB | iShares Core 1-5 Year USD Bond ETF | 14K | $500K+ | SH |
| CINF | Cincinnati Financial | 4K | $500K+ | SH |
| IJH | iShares S&P Midcap 400 | 10K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF | 944 | $500K+ | SH |
| ABBV | Abbvie Inc | 3K | $500K+ | SH |
| HD | Home Depot | 2K | $500K+ | SH |
| VTI | Vanguard Total Stock Market ETF | 2K | $500K+ | SH |
| GOOG | Alphabet Inc Class C | 2K | $500K+ | SH |
| VNQ | Vanguard Real Estate Index | 6K | $500K+ | SH |
| QQQ | Invesco QQQ | 840 | $500K+ | SH |
| VONG | Vanguard Russell 1000 Growth ETF | 4K | $500K+ | SH |
| MCD | McDonalds Corp | 2K | $500K+ | SH |
| GOOGL | Alphabet Inc Class A | 2K | $500K+ | SH |
| TRV | Travelers Co | 2K | $100K–$500K | SH |
| CVX | Chevron Corp | 3K | $100K–$500K | SH |
| FNDA | Schwab Fundamental US Small Cap ETF | 15K | $100K–$500K | SH |
| VO | Vanguard Mid Cap ETF | 2K | $100K–$500K | SH |
| GLD | SPDR Gold Trust | 1K | $100K–$500K | SH |
| DUK | Duke Energy Corporation | 4K | $100K–$500K | SH |
| OTTR | Otter Tail Corp | 5K | $100K–$500K | SH |
| VSS | Vanguard FTSE All-World ex-US Sm-Cp ETF | 3K | $100K–$500K | SH |
| SCHW | Charles Schwab Corp | 4K | $100K–$500K | SH |
| NEE | Nextera Energy Inc | 5K | $100K–$500K | SH |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | 16K | $100K–$500K | SH |
| IBTI | iShares iBonds Dec 2028 Term Treasury ETF | 16K | $100K–$500K | SH |
| WMB | Williams Companies | 6K | $100K–$500K | SH |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | 15K | $100K–$500K | SH |
| ADP | Automatic Data Processing | 1K | $100K–$500K | SH |
| SCHX | Schwab US Large Cap ETF | 12K | $100K–$500K | SH |
| PEP | Pepsico Inc | 2K | $100K–$500K | SH |
| SPYM | SPDR Portfolio S&P 500 ETF | 4K | $100K–$500K | SH |
| MA | Mastercard Inc | 563 | $100K–$500K | SH |
| MDLZ | Mondelez Intl Inc Cl A | 6K | $100K–$500K | SH |
| ILCB | iShares Mstar Large Core | 3K | $100K–$500K | SH |
| KR | Kroger Corp | 5K | $100K–$500K | SH |
| IBTJ | iShares iBonds Dec 2029 Term Treasury ETF | 14K | $100K–$500K | SH |
| ET | Energy Transfer LP | 18K | $100K–$500K | SH |