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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 16 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DGX QUEST DIAGNOSTICS INC Healthcare 1,482.0 $314K 0.04% -365.0 -19.8% $211.95 +15.3%
302 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,433.0 $313K 0.04% +550.0 +11.3% $57.62 +16.3%
303 PYPL PAYPAL HLDGS INC Financial Services 7,226.0 $312K 0.04% NEW $43.18 +42.5%
304 CMCSA COMCAST CORP NEW Communication Services 12,676.0 $311K 0.04% -11K -45.9% $24.55 +9.4%
305 ZTS ZOETIS INC Healthcare 4,329.0 $311K 0.04% +2K +92.1% $71.86 +8.2%
306 MAN MANPOWERGROUP INC WIS Industrials 9,170.0 $310K 0.04% NEW $33.77 +82.0%
307 CME CME GROUP INC Financial Services 1,402.0 $310K 0.04% -360.0 -20.4% $220.83 +24.5%
308 IWR ISHARES TR 2,800.0 $309K 0.04% -1K -26.3% $110.32 +2.8%
309 WTFC WINTRUST FINL CORP Financial Services 1,919.0 $308K 0.04% +334.0 +21.1% $160.72 -5.0%
310 AEP AMERICAN ELEC PWR CO INC Utilities 2,252.0 $308K 0.04% +492.0 +27.9% $136.81 -11.6%
311 GIS GENERAL MILLS INC Consumer Defensive 8,813.0 $307K 0.04% NEW $34.80 +14.9%
312 DLTR DOLLAR TREE INC Consumer Defensive 2,518.0 $305K 0.04% NEW $120.95 +8.7%
313 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,835.0 $304K 0.04% +468.0 +13.9% $79.22 +6.4%
314 HCA HCA HEALTHCARE INC Healthcare 774.0 $302K 0.04% -230.0 -22.9% $389.89 +10.1%
315 TT TRANE TECHNOLOGIES PLC Industrials 614.0 $302K 0.04% +41.0 +7.2% $491.15 -7.7%
316 UNILEVER PLC 4,992.0 $300K 0.04% -2K -29.2% $60.12
317 USB US BANCORP Financial Services 4,967.0 $300K 0.04% +594.0 +13.6% $60.40 +2.7%
318 CRH PLC 2,799.0 $299K 0.04% +221.0 +8.6% $107.00
319 HAS HASBRO INC Consumer Cyclical 3,617.0 $299K 0.04% +263.0 +7.8% $82.59 +13.3%
320 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,272.0 $298K 0.04% NEW $91.20 -16.6%
Page 16 of 25  ·  494 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%