Portfolio (Quarterly)
Guide ↗
Opus Capital Group, LLC
· CIK 0001330325| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHE | Schwab Emerging Market ETF | — | 50,524 | $1.7M | 0.18% | SOLD |
| 2 | — | Berkshire Hath. Cl B | — | 1,992 | $1.0M | 0.11% | SOLD |
| 3 | AMD | Advanced Micro Devic | Technology | 1,236 | $265K | 0.03% | SOLD |
| 4 | — | Eaton Corporation | — | 740 | $236K | 0.03% | SOLD |
| 5 | TSLA | Tesla Motors Inc | Consumer Cyclical | 495 | $223K | 0.02% | SOLD |
| 6 | V | Visa Inc | Financial Services | 637 | $223K | 0.02% | SOLD |
| 7 | — | Accenture Ltd | — | 823 | $221K | 0.02% | SOLD |
| 8 | ORCL | Oracle Corp | Technology | 1,099 | $214K | 0.02% | SOLD |
| 9 | LMT | Lockheed Martin Corp | Industrials | 415 | $201K | 0.02% | SOLD |
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%