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Portfolio (Quarterly) Guide ↗

Optas, LLC

· CIK 0001802961
13F Portfolio $639M AUM 1,175 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 118 New 211 Added 101 Reduced 50 Exited
Page 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CCL CARNIVAL CORP Consumer Cyclical 12,724.0 $389K 0.06% +4K +50.0% $30.54 +1.7%
142 NEM NEWMONT CORP Basic Materials 3,890.0 $388K 0.06% +289.0 +8.0% $99.85 +3.5%
143 CW CURTISS WRIGHT CORP Industrials 691.0 $381K 0.06% +299.0 +76.3% $551.27 +41.1%
144 LMT LOCKHEED MARTIN CORP Industrials 784.0 $379K 0.06% +160.0 +25.6% $483.67 +5.0%
145 GLPI GAMING & LEISURE PPTYS INC Real Estate 8,443.0 $377K 0.06% +4K +83.9% $44.69 +0.7%
146 GRMN GARMIN LTD Technology 1,860.0 $377K 0.06% +413.0 +28.5% $202.85 +16.2%
147 IX ORIX CORP Financial Services 12,894.0 $377K 0.06% +2K +13.9% $29.22 +37.7%
148 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,581.0 $374K 0.06% +290.0 +1.9% $24.02 +97.9%
149 TXG 10X GENOMICS INC Healthcare 22,383.0 $365K 0.06% +9K +66.1% $16.31 +116.2%
150 CVS CVS HEALTH CORP Healthcare 4,591.0 $364K 0.06% +539.0 +13.3% $79.36 +24.2%
151 SPG SIMON PPTY GROUP INC NEW Real Estate 1,954.0 $362K 0.06% +22.0 +1.1% $185.11 +15.0%
152 MPWR MONOLITHIC PWR SYS INC Technology 395.0 $358K 0.06% +22.0 +5.9% $906.36 +72.2%
153 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 18,339.0 $354K 0.06% +2K +15.0% $19.33 +30.7%
154 AFL AFLAC INC Financial Services 3,163.0 $349K 0.06% +553.0 +21.2% $110.27 +4.2%
155 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,142.0 $344K 0.05% +758.0 +22.4% $83.00 -46.2%
156 STT STATE STR CORP Financial Services 2,658.0 $343K 0.05% +433.0 +19.5% $129.01 +31.5%
157 SAN BANCO SANTANDER SA Financial Services 29,208.0 $343K 0.05% +456.0 +1.6% $11.73 +15.8%
158 RELX RELX PLC Communication Services 8,393.0 $339K 0.05% +75.0 +0.9% $40.42 -22.5%
159 CB CHUBB LIMITED Financial Services 1,085.0 $339K 0.05% +180.0 +19.9% $312.12 +3.5%
160 ICL ICL GROUP LTD Basic Materials 59,048.0 $337K 0.05% +29K +99.8% $5.71 -10.1%
Page 8 of 11  ·  211 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
Technology 31.8%
Communication Services 21.5%
Financial Services 14.7%
Consumer Cyclical 8.7%
Industrials 8.0%
Healthcare 6.5%
Consumer Defensive 3.6%
Real Estate 1.8%
Utilities 1.5%
Basic Materials 1.3%