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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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 RPM RPM INTL INC Basic Materials 3,106 $323K 0.05% SOLD
22 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,441 $314K 0.05% SOLD
23 PTC PTC INC Technology 1,800 $314K 0.05% SOLD
24 XYL XYLEM INC Industrials 2,248 $306K 0.05% SOLD
25 HON HONEYWELL INTL INC Industrials 1,559 $304K 0.05% SOLD
26 DD DUPONT DE NEMOURS INC Basic Materials 7,526 $303K 0.05% SOLD
27 NVO NOVO-NORDISK A S Healthcare 5,863 $298K 0.05% SOLD
28 SYF SYNCHRONY FINANCIAL Financial Services 3,514 $293K 0.05% SOLD
29 POST POST HLDGS INC Consumer Defensive 2,865 $284K 0.04% SOLD
30 NKE NIKE INC Consumer Cyclical 4,411 $281K 0.04% SOLD
31 PODD INSULET CORP Healthcare 973 $277K 0.04% SOLD
32 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,207 $263K 0.04% SOLD
33 AVY AVERY DENNISON CORP Industrials 1,406 $256K 0.04% SOLD
34 GDDY GODADDY INC Technology 2,050 $254K 0.04% SOLD
35 LOPE GRAND CANYON ED INC Consumer Defensive 1,494 $248K 0.04% SOLD
36 HMC HONDA MOTOR LTD Consumer Cyclical 8,378 $247K 0.04% SOLD
37 ANYWHERE REAL ESTATE INC 17,093 $242K 0.04% SOLD
38 ORI OLD REP INTL CORP Financial Services 5,278 $241K 0.04% SOLD
39 INGERSOLL RAND INC 3,035 $240K 0.04% SOLD
40 HPQ HP INC Technology 10,736 $239K 0.04% SOLD
Page 2 of 4  ·  73 positions
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%