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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMXF ISHARES TR 5,273.0 $245K 0.04% -72.0 -1.4% $46.53 +24.2%
82 TER TERADYNE INC Technology 1,267.0 $245K 0.04% -250.0 -16.5% $193.56 +111.1%
83 FAF FIRST AMERN FINL CORP Financial Services 3,928.0 $241K 0.04% -2K -28.9% $61.44 +10.3%
84 DB DEUTSCHE BANK A G Financial Services 6,145.0 $237K 0.04% -6K -49.7% $38.56 -9.1%
85 PEGA PEGASYSTEMS INC Technology 3,886.0 $232K 0.04% -254.0 -6.1% $59.72 -49.4%
86 HOOD ROBINHOOD MKTS INC Financial Services 2,035.0 $230K 0.04% -463.0 -18.5% $113.10 -7.0%
87 F FORD MTR CO Consumer Cyclical 17,505.0 $230K 0.04% -12K -41.4% $13.12 +6.4%
88 HUBB HUBBELL INC Industrials 516.0 $229K 0.04% -3.0 -0.6% $444.11 +14.6%
89 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 106.0 $227K 0.04% -188.0 -64.0% $2146.16 -2.6%
90 CTAS CINTAS CORP Industrials 1,187.0 $223K 0.04% -112.0 -8.6% $188.07 -9.8%
91 FUTU FUTU HLDGS LTD Financial Services 1,359.0 $223K 0.04% -1K -50.5% $164.21 -41.1%
92 EVR EVERCORE INC Financial Services 642.0 $218K 0.03% -504.0 -44.0% $340.25 +7.9%
93 LENNAR CORP 2,280.0 $217K 0.03% -159.0 -6.5% $95.12
94 DG DOLLAR GEN CORP NEW Consumer Defensive 1,621.0 $215K 0.03% -659.0 -28.9% $132.77 -18.1%
95 WAB WABTEC Industrials 997.0 $213K 0.03% -19.0 -1.9% $213.45 +27.5%
96 MHK MOHAWK INDS INC Consumer Cyclical 1,889.0 $206K 0.03% -122.0 -6.1% $109.30 -1.2%
97 LYG LLOYDS BANKING GROUP PLC Financial Services 35,627.0 $189K 0.03% -322.0 -0.9% $5.30 +4.7%
98 GRAB GRAB HOLDINGS LIMITED Technology 25,965.0 $130K 0.02% -462.0 -1.8% $4.99 -30.9%
99 IHRT IHEARTMEDIA INC Communication Services 20,345.0 $85K 0.01% -6K -23.0% $4.16 -10.1%
100 BYND BEYOND MEAT INC Consumer Defensive 90,426.0 $74K 0.01% -46K -33.9% $0.82 -15.0%
Page 5 of 6  ·  101 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%