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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 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MDB MONGODB INC Technology 555 $233K 0.04% SOLD
42 MTD METTLER TOLEDO INTERNATIONAL Healthcare 167 $233K 0.04% SOLD
43 PEGA PEGASYSTEMS INC Technology 3,886 $232K 0.04% SOLD
44 ALLE ALLEGION PLC Industrials 1,454 $232K 0.04% SOLD
45 CNA CNA FINL CORP Financial Services 4,832 $231K 0.04% SOLD
46 HOOD ROBINHOOD MKTS INC Financial Services 2,035 $230K 0.04% SOLD
47 BX BLACKSTONE INC Financial Services 1,491 $230K 0.04% SOLD
48 HOLOGIC INC 3,058 $228K 0.04% SOLD
49 TRU TRANSUNION Industrials 2,630 $226K 0.04% SOLD
50 FUTU FUTU HLDGS LTD Financial Services 1,359 $223K 0.04% SOLD
51 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 854 $219K 0.03% SOLD
52 LENNAR CORP 2,280 $217K 0.03% SOLD
53 DG DOLLAR GEN CORP NEW Consumer Defensive 1,621 $215K 0.03% SOLD
54 PRU PRUDENTIAL FINL INC Financial Services 1,887 $213K 0.03% SOLD
55 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,114 $213K 0.03% SOLD
56 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,272 $212K 0.03% SOLD
57 AZO AUTOZONE INC Consumer Cyclical 62 $210K 0.03% SOLD
58 KMPR KEMPER CORP Financial Services 5,144 $209K 0.03% SOLD
59 MAT MATTEL INC Consumer Cyclical 10,445 $207K 0.03% SOLD
60 LULU LULULEMON ATHLETICA INC Consumer Cyclical 985 $205K 0.03% SOLD
Page 3 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%