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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 19 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MCO MOODYS CORP Financial Services 488.0 $249K 0.04% NEW $510.85 -11.8%
362 LOPE GRAND CANYON ED INC Consumer Defensive 1,494.0 $248K 0.04% NEW $166.31 -14.9%
363 HMC HONDA MOTOR LTD Consumer Cyclical 8,378.0 $247K 0.04% -1K -13.1% $29.48 -10.9%
364 EQIX EQUINIX INC Real Estate 322.0 $247K 0.04% NEW $766.14 +42.6%
365 NFG NATIONAL FUEL GAS CO Energy 3,075.0 $246K 0.04% +35.0 +1.1% $80.06 -5.2%
366 EMXF ISHARES TR 5,273.0 $245K 0.04% -72.0 -1.4% $46.53 +27.6%
367 TER TERADYNE INC Technology 1,267.0 $245K 0.04% -250.0 -16.5% $193.56 +126.2%
368 TDG TRANSDIGM GROUP INC Industrials 184.0 $245K 0.04% +27.0 +17.2% $1329.86 -0.1%
369 PFE PFIZER INC Healthcare 9,747.0 $243K 0.04% NEW $24.90 +1.3%
370 ANYWHERE REAL ESTATE INC 17,093.0 $242K 0.04% $14.16
371 FAF FIRST AMERN FINL CORP Financial Services 3,928.0 $241K 0.04% -2K -28.9% $61.44 +11.7%
372 ORI OLD REP INTL CORP Financial Services 5,278.0 $241K 0.04% NEW $45.64 -15.2%
373 INGERSOLL RAND INC 3,035.0 $240K 0.04% NEW $79.22
374 USFD US FOODS HLDG CORP Consumer Defensive 3,185.0 $240K 0.04% +429.0 +15.6% $75.32 +22.0%
375 HPQ HP INC Technology 10,736.0 $239K 0.04% +925.0 +9.4% $22.28 +5.5%
376 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,888.0 $239K 0.04% NEW $126.58 +18.2%
377 DB DEUTSCHE BANK A G Financial Services 6,145.0 $237K 0.04% -6K -49.7% $38.56 -8.5%
378 UPS UNITED PARCEL SERVICE INC Industrials 2,382.0 $236K 0.04% NEW $99.19 +5.9%
379 NRG NRG ENERGY INC Utilities 1,476.0 $235K 0.04% +156.0 +11.8% $159.24 -15.2%
380 USB US BANCORP DEL Financial Services 4,373.0 $233K 0.04% NEW $53.36 +9.0%
Page 19 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%