BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 18 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XJH ISHARES TR 5,418.0 $283K 0.04% -1K -19.0% $52.15 -0.6%
342 MET METLIFE INC Financial Services 3,329.0 $282K 0.04% NEW $84.61 +11.5%
343 QLYS QUALYS INC Technology 2,020.0 $278K 0.04% -20.0 -1.0% $137.49 +32.4%
344 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,232.0 $277K 0.04% NEW $85.75 +1.4%
345 ES EVERSOURCE ENERGY Utilities 3,816.0 $276K 0.04% NEW $72.27 -2.9%
346 AON AON PLC Financial Services 831.0 $276K 0.04% +204.0 +32.5% $331.69 +7.1%
347 KEX KIRBY CORP Industrials 2,023.0 $275K 0.04% NEW $135.97 +2.9%
348 PHM PULTE GROUP INC Consumer Cyclical 2,002.0 $275K 0.04% -2K -49.9% $137.21 -6.0%
349 MPC MARATHON PETE CORP Energy 1,073.0 $274K 0.04% NEW $255.67 +41.1%
350 KB KB FINL GROUP INC Financial Services 2,610.0 $274K 0.04% NEW $104.96 +12.4%
351 ZION ZIONS BANCORPORATION NATL AS Financial Services 3,959.0 $274K 0.04% -3K -44.2% $69.19 -1.5%
352 CARNIVAL CORP LTD 9,545.0 $273K 0.04% NEW $28.57
353 FERG FERGUSON ENTERPRISES INC Industrials 1,147.0 $272K 0.04% -19.0 -1.6% $237.33 +2.1%
354 NFG NATIONAL FUEL GAS CO Energy 3,517.0 $272K 0.04% +442.0 +14.4% $77.21 +6.8%
355 HUBB HUBBELL INC Industrials 518.0 $271K 0.04% $523.20 -10.2%
356 EA ELECTRONIC ARTS INC Communication Services 1,319.0 $270K 0.04% +41.0 +3.2% $205.04 +2.3%
357 PCAR PACCAR INC Industrials 2,250.0 $270K 0.04% -351.0 -13.5% $120.12 +9.1%
358 FIVE FIVE BELOW INC Consumer Cyclical 1,492.0 $268K 0.04% NEW $179.79 +39.2%
359 KR KROGER CO Consumer Defensive 4,821.0 $268K 0.04% -134.0 -2.7% $55.53 +4.3%
360 GM GENERAL MTRS CO Consumer Cyclical 3,471.0 $268K 0.04% +395.0 +12.8% $77.08 +14.1%
Page 18 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%