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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RS RELIANCE INC Basic Materials 601.0 $225K 0.03% NEW $373.60 +3.8%
62 OGE OGE ENERGY CORP Utilities 4,581.0 $223K 0.03% NEW $48.66 -6.2%
63 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,242.0 $223K 0.03% NEW $99.29 -7.7%
64 SNDR SCHNEIDER NATIONAL INC Industrials 6,077.0 $222K 0.03% NEW $36.53 -1.9%
65 PINNACLE FINL PARTNERS INC 2,193.0 $221K 0.03% NEW $100.88
66 SYY SYSCO CORP Consumer Defensive 2,623.0 $219K 0.03% NEW $83.58 +0.6%
67 MDLZ MONDELEZ INTL INC Consumer Defensive 3,754.0 $217K 0.03% NEW $57.84 +11.4%
68 BHP BHP BILLITON LIMITED Basic Materials 2,603.0 $217K 0.03% NEW $83.31 +16.5%
69 HONEYWELL INTL INC 955.0 $214K 0.03% NEW $223.90
70 PNW PINNACLE WEST CAP CORP Utilities 1,994.0 $213K 0.03% NEW $107.00 -9.0%
71 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,608.0 $213K 0.03% NEW $132.52 +2.7%
72 D DOMINION ENERGY INC Utilities 3,113.0 $213K 0.03% NEW $68.29 -2.5%
73 HRB BLOCK H & R INC Consumer Cyclical 5,558.0 $212K 0.03% NEW $38.08 +41.0%
74 HONEYWELL AEROSPACE INC 955.0 $211K 0.03% NEW $221.08
75 IRM IRON MTN INC DEL Real Estate 1,671.0 $211K 0.03% NEW $126.31 -3.4%
76 UGI UGI CORP NEW Utilities 6,057.0 $209K 0.03% NEW $34.54 +8.8%
77 DHI D R HORTON INC Consumer Cyclical 1,282.0 $209K 0.03% NEW $162.88 -8.9%
78 TDC TERADATA CORP DEL Technology 6,011.0 $208K 0.03% NEW $34.65 -20.1%
79 IEMG ISHARES INC 2,510.0 $208K 0.03% NEW $82.84 -1.5%
80 EXPD EXPEDITORS INTL WASH INC Industrials 1,273.0 $207K 0.03% NEW $162.98 +15.2%
Page 4 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%