Opus Financial Solutions LLC

CIK

1934041

Location

DOWNERS GROVE, IL

Portfolio Value

Micro $10,152,562

Diversification

Diversified

Filing Date

Global Rank

#8,102 / 8,586 ▲ 37

Top Industry

Consumer Electronics 25.3%

3Y Alpha vs SPY

+3.7%

Period ended 3 months ago

Filed May 8, 2026 · 39d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.2%

SPY

+11.2%

Annualised alpha

+3.7%

Max drawdown

−8.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.3%

+0.5 pts

Top 5

64.7%

−1.8 pts

Top 10

91.8%

−1.1 pts

HHI

1,113

Diversified−27

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.0%	$4,360,849	3
Consumer Cyclical	20.0%	$2,027,763	2
Unclassified	15.7%	$1,591,914	4
Financial Services	12.2%	$1,243,505	4
Communication Services	9.1%	$928,531	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
HYT	Blackrock Corporate High Yield Fund, Inc.	+1,140	14,835	$126,394
QQQ	Invesco Qqq Trust, Series 1	+22	940	$542,549
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
DBC	Invesco DB Commodity Index Tracking Fund	−787	14,917	$431,847
NVDA	Nvidia Corp	−351	6,821	$1,189,582
AMZN	Amazon Com Inc	−246	6,136	$1,277,944
GLD	Spdr Gold Trust	−203	710	$305,505
AAPL	Apple Inc.	−195	8,540	$2,167,366
TSLA	Tesla, Inc.	−163	2,017	$749,819
MSFT	Microsoft Corp	−127	2,712	$1,003,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	4,579	$312,013
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	10,675	$147,208
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	1,120	$206,304
CRWD	CrowdStrike Holdings, Inc.	440	$206,254
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $10,152,562 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	8,540	-195	$2,167,366	−8.7%	21.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,136	-246	$1,277,944	−13.2%	12.59%
NVDA	Nvidia Corp Technology	Reduced	6,821	-351	$1,189,582	−11.1%	11.72%
MSFT	Microsoft Corp Technology	Reduced	2,712	-127	$1,003,901	−26.9%	9.89%
GOOGL	Alphabet Inc. Communication Services	Held	3,229	0	$928,531	−8.1%	9.15%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,017	-163	$749,819	−23.5%	7.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,501	0	$719,279	−4.7%	7.08%
QQQ	Invesco Qqq Trust, Series 1	Added	940	+22	$542,549	−3.8%	5.34%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	14,917	-787	$431,847	+23.0%	4.25%
SLV	iShares Silver Trust	NEW	4,579	NEW	$312,013	NEW	3.07%
GLD	Spdr Gold Trust	Reduced	710	-203	$305,505	−15.6%	3.01%
JPM	Jpmorgan Chase & Co Financial Services	Held	852	0	$250,624	−8.7%	2.47%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	NEW	10,675	NEW	$147,208	NEW	1.45%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	14,835	+1,140	$126,394	+3.7%	1.24%