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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NXPI NXP SEMICONDUCTORS N V Technology 930 $212K 0.04% SOLD
42 IWM ISHARES TR 873 $211K 0.04% SOLD
43 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,166 $203K 0.04% SOLD
44 RBLX ROBLOX CORP Technology 1,456 $202K 0.03% SOLD
45 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 11,371 $183K 0.03% SOLD
46 FNB F N B CORP Financial Services 10,692 $172K 0.03% SOLD
47 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,254 $165K 0.03% SOLD
48 HLN HALEON PLC Healthcare 17,867 $160K 0.03% SOLD
49 MFG MIZUHO FINANCIAL GROUP INC Financial Services 13,183 $88K 0.01% SOLD
50 FIP FTAI INFRASTRUCTURE INC Industrials 10,026 $44K 0.01% SOLD
Page 3 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%