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Portfolio (Quarterly) Guide ↗

Optas, LLC

· CIK 0001802961
13F Portfolio $589M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 395 New
Page 4 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 6,889.0 $1.2M 0.20% NEW $168.48 -20.1%
62 ASTRAZENECA PLC 15,085.0 $1.2M 0.20% NEW $76.72
63 HD HOME DEPOT INC Consumer Cyclical 2,774.0 $1.1M 0.19% NEW $405.19 -19.2%
64 FOXA FOX CORP Communication Services 17,814.0 $1.1M 0.19% NEW $63.06 -18.6%
65 URI UNITED RENTALS INC Industrials 1,174.0 $1.1M 0.19% NEW $954.66 +9.9%
66 JNJ JOHNSON & JOHNSON Healthcare 6,020.0 $1.1M 0.19% NEW $185.42 +26.3%
67 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,105.0 $1.1M 0.18% NEW $259.44 +34.6%
68 CI THE CIGNA GROUP Healthcare 3,684.0 $1.1M 0.18% NEW $288.25 -1.1%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,107.0 $1.0M 0.17% NEW $485.02 -4.8%
70 NOW SERVICENOW INC Technology 1,084.0 $998K 0.17% NEW $920.28 -89.6%
71 VSGX VANGUARD WORLD FD 14,189.0 $984K 0.17% NEW $69.37 +19.1%
72 CSCO CISCO SYS INC Technology 14,184.0 $970K 0.17% NEW $68.42 +71.5%
73 QCOM QUALCOMM INC Technology 5,766.0 $959K 0.16% NEW $166.36 +28.0%
74 UBER UBER TECHNOLOGIES INC Technology 9,650.0 $945K 0.16% NEW $97.97 -27.6%
75 ABT ABBOTT LABS Healthcare 6,982.0 $935K 0.16% NEW $133.94 -33.9%
76 TJX TJX COS INC NEW Consumer Cyclical 6,388.0 $923K 0.16% NEW $144.54 +13.6%
77 INTC INTEL CORP Technology 27,106.0 $909K 0.15% NEW $33.55 +261.0%
78 SHW SHERWIN WILLIAMS CO Basic Materials 2,571.0 $890K 0.15% NEW $346.26 -9.4%
79 PG PROCTER AND GAMBLE CO Consumer Defensive 5,787.0 $889K 0.15% NEW $153.65 -2.0%
80 RSPH INVESCO EXCHANGE TRADED FD T 30,245.0 $889K 0.15% NEW $29.39 +6.9%
Page 4 of 20  ·  395 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 31.7%
Communication Services 20.2%
Financial Services 15.7%
Consumer Cyclical 9.4%
Industrials 8.2%
Healthcare 6.1%
Consumer Defensive 3.6%
Utilities 2.1%
Real Estate 1.3%
Basic Materials 1.1%