Opus Capital Group, LLC
Opus Capital Group, LLC is a registered investment advisory firm based in Cincinnati, Ohio. It operates as an asset manager, providing portfolio management and investment advisory services. The firm manages equity portfolios and serves institutional clients, foundations, and individuals. It has been active for over a decade, with a small team of investment professionals.
Investment Strategy
Opus Capital Group, LLC manages diversified equity portfolios with a focus on long-term growth through investments in ETFs and a wide array of large- and mid-cap US equities. The firm emphasizes a disciplined research-driven process and seeks to deliver consistent risk-adjusted returns for institutional and individual clients. Opus regularly rebalances and adjusts portfolio weights based on macroeconomic and security-specific factors, favoring broad sector and index exposure (as evidenced by heavy allocations to ETFs like VOO, SCHF, VGIT, and IJR).
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 18.12% | $151.4M | 266,482 | $304.25 | $568.03 | +$14.2M |
S SCHF | Schwab International Equity ETF | 6.64% | $55.5M | 2,510,756 | $17.61 | $22.10 | +$4.4M |
V VGIT | Vanguard Intermediate-Term Treasury Index | 5.30% | $44.3M | 740,542 | $58.69 | $59.81 | -$1.2M |
I IJR | iShares Core S&P Small-Cap ETF | 4.55% | $38.0M | 347,703 | $81.39 | $109.29 | -$126.0K |
A AVLV | Avantis US Large Cap Value ETF | 3.98% | $33.3M | 487,866 | $52.85 | $68.21 | +$1.3M |