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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 15 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GIS GENERAL MLS INC Consumer Defensive 5,423.0 $273K 0.05% NEW $50.42 -33.4%
282 HIW HIGHWOODS PPTYS INC Real Estate 8,565.0 $273K 0.05% NEW $31.82 -8.3%
283 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,542.0 $270K 0.05% NEW $59.49 +29.5%
284 QLYS QUALYS INC Technology 2,037.0 $270K 0.05% NEW $132.33 -16.8%
285 EGP EASTGROUP PPTYS INC Real Estate 1,587.0 $269K 0.05% NEW $169.26 +17.3%
286 STLD STEEL DYNAMICS INC Basic Materials 1,921.0 $268K 0.04% NEW $139.43 +82.1%
287 HPQ HP INC Technology 9,811.0 $267K 0.04% NEW $27.23 -15.3%
288 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 15,953.0 $267K 0.04% NEW $16.74 +50.6%
289 SO SOUTHERN CO Utilities 2,816.0 $267K 0.04% NEW $94.77 -1.7%
290 CTAS CINTAS CORP Industrials 1,299.0 $267K 0.04% NEW $205.26 -16.9%
291 NET CLOUDFLARE INC Technology 1,235.0 $265K 0.04% NEW $214.59 +2.3%
292 MTB M & T BK CORP Financial Services 1,334.0 $264K 0.04% NEW $197.62 +14.4%
293 GEN GEN DIGITAL INC Technology 9,146.0 $260K 0.04% NEW $28.39 -17.9%
294 MHK MOHAWK INDS INC Consumer Cyclical 2,011.0 $259K 0.04% NEW $128.92 -12.2%
295 BYND BEYOND MEAT INC Consumer Defensive 136,816.0 $259K 0.04% NEW $1.89 -62.2%
296 SHOP SHOPIFY INC Technology 1,737.0 $258K 0.04% NEW $148.61 -27.7%
297 STT STATE STR CORP Financial Services 2,225.0 $258K 0.04% NEW $116.01 +48.3%
298 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,311.0 $256K 0.04% NEW $195.45 +17.6%
299 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,152.0 $256K 0.04% NEW $222.32 +3.9%
300 CB CHUBB LIMITED Financial Services 905.0 $255K 0.04% NEW $282.26 +15.3%
Page 15 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%