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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ARGX ARGENX SE Healthcare 242.0 $204K 0.03% NEW $840.96 +6.1%
102 HII HUNTINGTON INGALLS INDS INC Industrials 598.0 $203K 0.03% NEW $340.07 -12.7%
103 AEP AMERICAN ELEC PWR CO INC Utilities 1,760.0 $203K 0.03% NEW $115.31 +11.2%
104 GSK GSK PLC Healthcare 4,095.0 $201K 0.03% NEW $49.04 +6.3%
105 HST HOST HOTELS & RESORTS INC Real Estate 11,154.0 $198K 0.03% NEW $17.73 +38.9%
106 UAA UNDER ARMOUR INC Consumer Cyclical 39,405.0 $196K 0.03% NEW $4.97 +14.7%
107 KVUE KENVUE INC Consumer Defensive 11,121.0 $192K 0.03% NEW $17.25 +4.4%
108 CNH INDL N V 20,036.0 $185K 0.03% NEW $9.22
109 GTM ZOOMINFO TECHNOLOGIES INC Technology 17,732.0 $180K 0.03% NEW $10.17 -73.6%
110 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,118.0 $176K 0.03% NEW $17.35 -2.9%
111 PSO PEARSON PLC Communication Services 10,333.0 $145K 0.02% NEW $14.04 +8.1%
112 HUN HUNTSMAN CORP Basic Materials 13,368.0 $134K 0.02% NEW $10.00 +27.3%
113 NVCR NOVOCURE LTD Healthcare 10,049.0 $130K 0.02% NEW $12.93 +38.0%
114 AGNC AGNC INVT CORP Real Estate 10,767.0 $115K 0.02% NEW $10.72 -3.9%
115 YEXT YEXT INC Technology 10,864.0 $88K 0.01% NEW $8.06 -49.5%
116 CITY OFFICE REIT INC 11,648.0 $81K 0.01% NEW $6.99
117 UA UNDER ARMOUR INC Consumer Cyclical 12,139.0 $58K 0.01% NEW $4.80 +15.2%
118 MPT MEDICAL PPTYS TRUST INC Financial Services 11,616.0 $58K 0.01% NEW $5.00 -5.2%
Page 6 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%