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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 2,704.0 $259K 0.04% NEW $95.71 -7.1%
42 THG HANOVER INS GROUP INC Financial Services 1,202.0 $257K 0.04% NEW $214.12 +4.2%
43 MRNA MODERNA INC Healthcare 3,640.0 $255K 0.04% NEW $70.03 +107.2%
44 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,044.0 $251K 0.04% NEW $82.40 -4.2%
45 ATR APTARGROUP INC Healthcare 1,994.0 $250K 0.04% NEW $125.20 +7.7%
46 CIEN CIENA CORP Technology 503.0 $247K 0.04% NEW $490.56 -19.3%
47 VEEV VEEVA SYS INC Healthcare 1,370.0 $243K 0.03% NEW $177.47 +39.7%
48 PSA PUBLIC STORAGE Real Estate 762.0 $243K 0.03% NEW $318.31 +1.3%
49 ARMK ARAMARK Industrials 4,193.0 $239K 0.03% NEW $56.90 +5.0%
50 EVRG EVERGY INC Utilities 2,730.0 $236K 0.03% NEW $86.43 -6.4%
51 PSX PHILLIPS 66 Energy 1,393.0 $235K 0.03% NEW $169.05 +43.7%
52 DVA DAVITA INC Healthcare 1,050.0 $234K 0.03% NEW $222.48 -21.9%
53 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,625.0 $229K 0.03% NEW $63.25 +18.0%
54 VRSN VERISIGN INC Technology 906.0 $228K 0.03% NEW $251.56 +12.0%
55 GLOBUS MED INC 2,883.0 $228K 0.03% NEW $79.01
56 RNG RINGCENTRAL INC Technology 5,832.0 $227K 0.03% NEW $38.98 +71.9%
57 DTE DTE ENERGY CO Utilities 1,488.0 $227K 0.03% NEW $152.37 -11.3%
58 MANH MANHATTAN ASSOCIATES INC Technology 1,626.0 $226K 0.03% NEW $139.25 +54.1%
59 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,330.0 $226K 0.03% NEW $52.09 -5.1%
60 XEL XCEL ENERGY INC Utilities 2,805.0 $225K 0.03% NEW $80.30 -5.0%
Page 3 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%