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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 20 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MDB MONGODB INC Technology 555.0 $233K 0.04% NEW $419.69 -20.7%
382 MTD METTLER TOLEDO INTERNATIONAL Healthcare 167.0 $233K 0.04% NEW $1394.18 -17.9%
383 PEGA PEGASYSTEMS INC Technology 3,886.0 $232K 0.04% -254.0 -6.1% $59.72 -49.6%
384 ALLE ALLEGION PLC Industrials 1,454.0 $232K 0.04% +27.0 +1.9% $159.22 -16.1%
385 CNA CNA FINL CORP Financial Services 4,832.0 $231K 0.04% NEW $47.74 -6.7%
386 BCS BARCLAYS PLC Financial Services 9,052.0 $230K 0.04% NEW $25.45 +3.4%
387 HOOD ROBINHOOD MKTS INC Financial Services 2,035.0 $230K 0.04% -463.0 -18.5% $113.10 -4.4%
388 BX BLACKSTONE INC Financial Services 1,491.0 $230K 0.04% +40.0 +2.8% $154.14 -19.7%
389 FLO FLOWERS FOODS INC Consumer Defensive 21,121.0 $230K 0.04% NEW $10.88 -28.5%
390 F FORD MTR CO Consumer Cyclical 17,505.0 $230K 0.04% -12K -41.4% $13.12 +7.2%
391 HUBB HUBBELL INC Industrials 516.0 $229K 0.04% -3.0 -0.6% $444.11 +17.9%
392 UNM UNUM GROUP Financial Services 2,945.0 $228K 0.04% NEW $77.50 +16.1%
393 HOLOGIC INC 3,058.0 $228K 0.04% NEW $74.49
394 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 106.0 $227K 0.04% -188.0 -64.0% $2146.16 -3.5%
395 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,367.0 $227K 0.04% NEW $67.39 +13.8%
396 AGCO AGCO CORP Industrials 2,173.0 $227K 0.04% NEW $104.32 +9.0%
397 SWX SOUTHWEST GAS HLDGS INC Utilities 2,831.0 $227K 0.04% $80.02 +10.6%
398 PII POLARIS INC Consumer Cyclical 3,567.0 $226K 0.04% +45.0 +1.3% $63.25 +12.8%
399 TRU TRANSUNION Industrials 2,630.0 $226K 0.04% NEW $85.75 -24.7%
400 NATWEST GROUP PLC 12,844.0 $225K 0.04% $17.50
Page 20 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%