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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADT ADT INC DEL Industrials 11,922.0 $77K 0.01% NEW $6.50 +13.5%
102 CERT CERTARA INC Healthcare 10,514.0 $69K 0.01% NEW $6.55 +28.7%
103 NIO NIO INC Consumer Cyclical 13,294.0 $67K 0.01% NEW $5.06 -8.5%
104 LPL LG DISPLAY CO LTD Technology 15,503.0 $60K 0.01% NEW $3.89 -15.7%
Page 6 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%