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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NNN NNN REIT INC Real Estate 6,353.0 $252K 0.04% NEW $39.63 +13.9%
62 GM GENERAL MTRS CO Consumer Cyclical 3,076.0 $250K 0.04% NEW $81.32 -2.1%
63 MCO MOODYS CORP Financial Services 488.0 $249K 0.04% NEW $510.85 -10.7%
64 LOPE GRAND CANYON ED INC Consumer Defensive 1,494.0 $248K 0.04% NEW $166.31 -14.3%
65 EQIX EQUINIX INC Real Estate 322.0 $247K 0.04% NEW $766.14 +42.1%
66 PFE PFIZER INC Healthcare 9,747.0 $243K 0.04% NEW $24.90 +4.1%
67 ORI OLD REP INTL CORP Financial Services 5,278.0 $241K 0.04% NEW $45.64 -15.1%
68 INGERSOLL RAND INC 3,035.0 $240K 0.04% NEW $79.22
69 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,888.0 $239K 0.04% NEW $126.58 +17.8%
70 UPS UNITED PARCEL SERVICE INC Industrials 2,382.0 $236K 0.04% NEW $99.19 +6.0%
71 USB US BANCORP DEL Financial Services 4,373.0 $233K 0.04% NEW $53.36 +8.5%
72 MDB MONGODB INC Technology 555.0 $233K 0.04% NEW $419.69 -20.3%
73 MTD METTLER TOLEDO INTERNATIONAL Healthcare 167.0 $233K 0.04% NEW $1394.18 -19.0%
74 CNA CNA FINL CORP Financial Services 4,832.0 $231K 0.04% NEW $47.74 -5.1%
75 BCS BARCLAYS PLC Financial Services 9,052.0 $230K 0.04% NEW $25.45 +3.5%
76 FLO FLOWERS FOODS INC Consumer Defensive 21,121.0 $230K 0.04% NEW $10.88 -32.6%
77 UNM UNUM GROUP Financial Services 2,945.0 $228K 0.04% NEW $77.50 +18.2%
78 HOLOGIC INC 3,058.0 $228K 0.04% NEW $74.49
79 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,367.0 $227K 0.04% NEW $67.39 +12.9%
80 AGCO AGCO CORP Industrials 2,173.0 $227K 0.04% NEW $104.32 +7.3%
Page 4 of 6  ·  118 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 31.8%
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%