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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 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 13,857 $1.3M 0.20% SOLD
2 GOVT ISHARES TR 43,958 $1.0M 0.16% SOLD
3 INGR INGREDION INC Consumer Defensive 6,150 $678K 0.11% SOLD
4 EPAM EPAM SYS INC Technology 3,228 $661K 0.10% SOLD
5 MBB ISHARES TR 6,042 $575K 0.09% SOLD
6 CLEARWAY ENERGY INC 17,214 $541K 0.09% SOLD
7 G GENPACT LIMITED Technology 11,551 $540K 0.09% SOLD
8 BSX BOSTON SCIENTIFIC CORP Healthcare 5,618 $536K 0.08% SOLD
9 CAG CONAGRA BRANDS INC Consumer Defensive 26,380 $457K 0.07% SOLD
10 ZG ZILLOW GROUP INC Communication Services 6,482 $442K 0.07% SOLD
11 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,877 $419K 0.07% SOLD
12 TTEK TETRA TECH INC NEW Industrials 12,473 $418K 0.07% SOLD
13 IDXX IDEXX LABS INC Healthcare 588 $398K 0.06% SOLD
14 CCL CARNIVAL CORP Consumer Cyclical 12,724 $389K 0.06% SOLD
15 QRVO QORVO INC Technology 4,560 $385K 0.06% SOLD
16 EFX EQUIFAX INC Industrials 1,756 $381K 0.06% SOLD
17 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,456 $348K 0.05% SOLD
18 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,779 $344K 0.05% SOLD
19 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,142 $344K 0.05% SOLD
20 ICUI ICU MED INC Healthcare 2,344 $334K 0.05% SOLD
Page 1 of 4  ·  73 positions
Sector Allocation
Technology 32.8%
Communication Services 20.5%
Financial Services 13.7%
Industrials 8.6%
Consumer Cyclical 8.3%
Healthcare 6.4%
Consumer Defensive 3.5%
Utilities 2.2%
Real Estate 2.0%
Basic Materials 1.3%