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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SRE SEMPRA Utilities 2,210.0 $205K 0.03% NEW $92.71 -10.6%
82 EW EDWARDS LIFESCIENCES CORP Healthcare 2,265.0 $205K 0.03% NEW $90.46 -0.7%
83 SPYM SPDR SERIES TRUST 2,330.0 $205K 0.03% NEW $87.88 +2.6%
84 EOG EOG RES INC Energy 1,578.0 $205K 0.03% NEW $129.73 +18.0%
85 RKLB ROCKET LAB CORP Industrials 2,003.0 $204K 0.03% NEW $101.65 -28.6%
86 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,538.0 $202K 0.03% NEW $131.43 -0.7%
87 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,018.0 $202K 0.03% NEW $100.07 +7.9%
88 WST WEST PHARMACEUTICAL SVSC INC Healthcare 560.0 $201K 0.03% NEW $359.00 -1.6%
89 TEAM ATLASSIAN CORPORATION Technology 2,582.0 $201K 0.03% NEW $77.79 +120.9%
90 CUBE CUBESMART Real Estate 5,045.0 $201K 0.03% NEW $39.77 +2.8%
91 MOD MODINE MFG CO Consumer Cyclical 751.0 $201K 0.03% NEW $267.02 -26.0%
92 ALLY ALLY FINL INC Financial Services 4,358.0 $200K 0.03% NEW $45.95 -6.6%
93 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,030.0 $177K 0.03% NEW $16.03 +13.4%
94 LEG LEGGETT & PLATT INC Consumer Cyclical 14,254.0 $167K 0.02% NEW $11.71 -19.6%
95 NU NU HLDGS LTD Financial Services 10,723.0 $143K 0.02% NEW $13.36 +9.1%
96 AVTR AVANTOR INC Healthcare 14,081.0 $139K 0.02% NEW $9.90 +46.1%
97 DXC DXC TECHNOLOGY CO Technology 15,486.0 $137K 0.02% NEW $8.85 +22.0%
98 DV DOUBLEVERIFY HLDGS INC Technology 12,191.0 $132K 0.02% NEW $10.84 +22.8%
99 RITM RITHM CAPITAL CORP Real Estate 11,059.0 $104K 0.01% NEW $9.39 +8.5%
100 TREKOR METALS LTD 14,896.0 $102K 0.01% NEW $6.88
Page 5 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%