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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 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIIB BIOGEN INC Healthcare 1,685.0 $364K 0.05% -21.0 -1.2% $216.06 +0.3%
82 AFL AFLAC INC Financial Services 3,088.0 $362K 0.05% -75.0 -2.4% $117.25 -1.0%
83 SONY SONY GROUP CORP Technology 17,687.0 $355K 0.05% -1K -5.5% $20.06 +19.2%
84 CEG CONSTELLATION ENERGY CORP Utilities 1,427.0 $354K 0.05% -326.0 -18.6% $248.37 +9.9%
85 DMXF ISHARES TR 4,119.0 $349K 0.05% -552.0 -11.8% $84.61 +2.6%
86 KRC KILROY REALTY CORP Real Estate 9,272.0 $347K 0.05% -2K -16.4% $37.47 -2.4%
87 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,141.0 $345K 0.05% -823.0 -7.5% $34.00 +8.5%
88 TSN TYSON FOODS INC Consumer Defensive 5,991.0 $343K 0.05% -1K -19.2% $57.25 +2.1%
89 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,422.0 $343K 0.05% -125.0 -8.1% $240.97 +5.5%
90 PNC PNC FINL SVCS GROUP INC Financial Services 1,388.0 $342K 0.05% -57.0 -3.9% $246.22 -1.3%
91 COP CONOCOPHILLIPS Energy 3,213.0 $334K 0.05% -1K -30.3% $103.96 +29.7%
92 CFG CITIZENS FINL GROUP INC Financial Services 4,698.0 $329K 0.05% -4K -48.4% $70.07 -0.3%
93 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,395.0 $325K 0.05% -788.0 -36.1% $233.10 +1.9%
94 DGX QUEST DIAGNOSTICS INC Healthcare 1,482.0 $314K 0.04% -365.0 -19.8% $211.95 +15.3%
95 CMCSA COMCAST CORP NEW Communication Services 12,676.0 $311K 0.04% -11K -45.9% $24.55 +9.4%
96 CME CME GROUP INC Financial Services 1,402.0 $310K 0.04% -360.0 -20.4% $220.83 +24.5%
97 IWR ISHARES TR 2,800.0 $309K 0.04% -1K -26.3% $110.32 +2.8%
98 HCA HCA HEALTHCARE INC Healthcare 774.0 $302K 0.04% -230.0 -22.9% $389.89 +10.1%
99 UNILEVER PLC 4,992.0 $300K 0.04% -2K -29.2% $60.12
100 NTAP NETAPP INC Technology 1,921.0 $297K 0.04% -522.0 -21.4% $154.76 +24.2%
Page 5 of 9  ·  163 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%