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Portfolio (Quarterly) Guide ↗

Optas, LLC

· CIK 0001802961
13F Portfolio $714M AUM 1,058 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 104 New 198 Added 163 Reduced 73 Exited
Page 9 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WWD WOODWARD INC Industrials 760.0 $323K 0.04% +52.0 +7.3% $425.44 -19.3%
162 ECL ECOLAB INC Basic Materials 1,153.0 $321K 0.04% +100.0 +9.5% $278.61 +1.1%
163 NWSA NEWS CORP NEW Communication Services 12,894.0 $320K 0.04% +2K +17.4% $24.83 +22.4%
164 TDG TRANSDIGM GROUP INC Industrials 238.0 $317K 0.04% +54.0 +29.4% $1332.03 -9.9%
165 AIG AMERICAN INTL GROUP INC Financial Services 4,215.0 $314K 0.04% +378.0 +9.8% $74.53 +2.1%
166 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,433.0 $313K 0.04% +550.0 +11.3% $57.62 +16.3%
167 ZTS ZOETIS INC Healthcare 4,329.0 $311K 0.04% +2K +92.1% $71.86 +8.2%
168 WTFC WINTRUST FINL CORP Financial Services 1,919.0 $308K 0.04% +334.0 +21.1% $160.72 -5.0%
169 AEP AMERICAN ELEC PWR CO INC Utilities 2,252.0 $308K 0.04% +492.0 +27.9% $136.81 -11.6%
170 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,835.0 $304K 0.04% +468.0 +13.9% $79.22 +6.4%
171 TT TRANE TECHNOLOGIES PLC Industrials 614.0 $302K 0.04% +41.0 +7.2% $491.15 -7.7%
172 USB US BANCORP Financial Services 4,967.0 $300K 0.04% +594.0 +13.6% $60.40 +2.7%
173 CRH PLC 2,799.0 $299K 0.04% +221.0 +8.6% $107.00
174 HAS HASBRO INC Consumer Cyclical 3,617.0 $299K 0.04% +263.0 +7.8% $82.59 +13.3%
175 CTAS CINTAS CORP Industrials 1,746.0 $297K 0.04% +559.0 +47.1% $170.08 +19.8%
176 CPT CAMDEN PPTY TR Real Estate 2,563.0 $293K 0.04% +65.0 +2.6% $114.49 -6.0%
177 JHG JANUS HENDERSON GROUP PLC Financial Services 5,633.0 $293K 0.04% +920.0 +19.5% $51.95 -0.0%
178 IQVIA HLDGS INC 1,504.0 $291K 0.04% +296.0 +24.5% $193.22
179 PFE PFIZER INC Healthcare 11,997.0 $289K 0.04% +2K +23.1% $24.08 +16.6%
180 PAYX PAYCHEX INC Industrials 2,883.0 $283K 0.04% +413.0 +16.7% $98.33 +26.6%
Page 9 of 10  ·  198 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 35.6%
Financial Services 14.8%
Communication Services 13.9%
Industrials 9.2%
Consumer Cyclical 9.0%
Healthcare 6.9%
Consumer Defensive 3.8%
Utilities 2.4%
Real Estate 2.1%
Basic Materials 1.4%