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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 GIS GENERAL MLS INC Consumer Defensive 5,423 $273K 0.05% SOLD
22 HIW HIGHWOODS PPTYS INC Real Estate 8,565 $273K 0.05% SOLD
23 SO SOUTHERN CO Utilities 2,816 $267K 0.04% SOLD
24 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,152 $256K 0.04% SOLD
25 EW EDWARDS LIFESCIENCES CORP Healthcare 3,284 $255K 0.04% SOLD
26 EVRG EVERGY INC Utilities 3,359 $255K 0.04% SOLD
27 FNF FIDELITY NATIONAL FINANCIAL Financial Services 4,192 $254K 0.04% SOLD
28 MPC MARATHON PETE CORP Energy 1,296 $250K 0.04% SOLD
29 PSA PUBLIC STORAGE OPER CO Real Estate 856 $247K 0.04% SOLD
30 ESLT ELBIT SYS LTD Industrials 464 $237K 0.04% SOLD
31 SE SEA LTD Consumer Cyclical 1,318 $236K 0.04% SOLD
32 GNRC GENERAC HLDGS INC Industrials 1,382 $231K 0.04% SOLD
33 DVN DEVON ENERGY CORP NEW Energy 6,546 $230K 0.04% SOLD
34 FRONTIER COMMUNICATIONS PARE 6,128 $229K 0.04% SOLD
35 RDY DR REDDYS LABS LTD Healthcare 15,888 $222K 0.04% SOLD
36 NTNX NUTANIX INC Technology 2,935 $218K 0.04% SOLD
37 FICO FAIR ISAAC CORP Technology 144 $216K 0.04% SOLD
38 NWS NEWS CORP NEW Communication Services 6,211 $215K 0.04% SOLD
39 TTC TORO CO Industrials 2,800 $213K 0.04% SOLD
40 BROWN FORMAN CORP 7,841 $212K 0.04% SOLD
Page 2 of 3  ·  50 positions
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%