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Portfolio (Quarterly) Guide ↗

Optas, LLC

· CIK 0001802961
13F Portfolio $589M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 395 New
Page 8 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCD MCDONALDS CORP Consumer Cyclical 1,730.0 $526K 0.09% NEW $303.89 -8.3%
142 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,715.0 $524K 0.09% NEW $305.41 -3.5%
143 ESS ESSEX PPTY TR INC Real Estate 1,932.0 $517K 0.09% NEW $267.66 +2.2%
144 HWM HOWMET AEROSPACE INC Industrials 2,635.0 $517K 0.09% NEW $196.23 +41.5%
145 DBX DROPBOX INC Technology 17,112.0 $517K 0.09% NEW $30.21 -14.0%
146 GTES GATES INDL CORP PLC Industrials 20,557.0 $510K 0.09% NEW $24.82 +13.2%
147 THC TENET HEALTHCARE CORP Healthcare 2,501.0 $508K 0.09% NEW $203.04 -15.0%
148 MRK MERCK & CO INC Healthcare 5,993.0 $503K 0.09% NEW $83.93 +35.7%
149 QQQ INVESCO QQQ TR Financial Services 837.0 $503K 0.09% NEW $600.69 +23.2%
150 C CITIGROUP INC Financial Services 4,948.0 $502K 0.09% NEW $101.50 +40.9%
151 JCI JOHNSON CTLS INTL PLC Industrials 4,552.0 $500K 0.09% NEW $109.95 +31.8%
152 EXC EXELON CORP Utilities 11,019.0 $496K 0.08% NEW $45.01 +1.8%
153 SPGI S&P GLOBAL INC Financial Services 1,015.0 $494K 0.08% NEW $486.71 -15.6%
154 NVS NOVARTIS AG Healthcare 3,842.0 $493K 0.08% NEW $128.24 +14.6%
155 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,522.0 $490K 0.08% NEW $75.10 -18.0%
156 ADI ANALOG DEVICES INC Technology 1,989.0 $489K 0.08% NEW $245.70 +76.8%
157 CEG CONSTELLATION ENERGY CORP Utilities 1,480.0 $487K 0.08% NEW $329.07 -16.7%
158 RACE FERRARI N V Consumer Cyclical 1,002.0 $486K 0.08% NEW $485.22 -25.4%
159 CVX CHEVRON CORP NEW Energy 3,125.0 $485K 0.08% NEW $155.29 +11.8%
160 EA ELECTRONIC ARTS INC Communication Services 2,393.0 $483K 0.08% NEW $201.70 +0.2%
Page 8 of 20  ·  395 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 31.7%
Communication Services 20.2%
Financial Services 15.7%
Consumer Cyclical 9.4%
Industrials 8.2%
Healthcare 6.1%
Consumer Defensive 3.6%
Utilities 2.1%
Real Estate 1.3%
Basic Materials 1.1%