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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 13 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPG SIMON PPTY GROUP INC NEW Real Estate 1,954.0 $362K 0.06% +22.0 +1.1% $185.11 +14.2%
242 MPWR MONOLITHIC PWR SYS INC Technology 395.0 $358K 0.06% +22.0 +5.9% $906.36 +72.5%
243 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 18,339.0 $354K 0.06% +2K +15.0% $19.33 +30.5%
244 DAL DELTA AIR LINES INC DEL Industrials 5,104.0 $354K 0.06% -701.0 -12.1% $69.40 +21.3%
245 EXC EXELON CORP Utilities 8,061.0 $351K 0.06% -3K -26.8% $43.59 +5.1%
246 DMXF ISHARES TR 4,671.0 $351K 0.06% -26.0 -0.6% $75.17 +13.3%
247 ETN EATON CORP PLC Industrials 1,101.0 $351K 0.06% -1K -50.4% $318.51 +32.4%
248 AFL AFLAC INC Financial Services 3,163.0 $349K 0.06% +553.0 +21.2% $110.27 +4.7%
249 MAA MID-AMER APT CMNTYS INC Real Estate 2,506.0 $348K 0.05% NEW $138.91 -4.6%
250 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,456.0 $348K 0.05% NEW $46.68 -15.6%
251 ENTERGY CORP NEW 3,746.0 $346K 0.05% $92.43
252 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,779.0 $344K 0.05% NEW $193.43 -3.4%
253 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,142.0 $344K 0.05% +758.0 +22.4% $83.00 -47.3%
254 CASY CASEYS GEN STORES INC Consumer Cyclical 622.0 $344K 0.05% NEW $552.71 +52.4%
255 STT STATE STR CORP Financial Services 2,658.0 $343K 0.05% +433.0 +19.5% $129.01 +30.5%
256 SAN BANCO SANTANDER SA Financial Services 29,208.0 $343K 0.05% +456.0 +1.6% $11.73 +15.1%
257 AYI ACUITY INC Industrials 949.0 $342K 0.05% NEW $360.04 -11.8%
258 MRSH MARSH & MCLENNAN COS INC Financial Services 1,829.0 $339K 0.05% $185.52 -12.5%
259 RELX RELX PLC Communication Services 8,393.0 $339K 0.05% +75.0 +0.9% $40.42 -22.9%
260 DOCU DOCUSIGN INC Technology 4,954.0 $339K 0.05% -646.0 -11.5% $68.40 -36.4%
Page 13 of 24  ·  463 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%