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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 23 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NATWEST GROUP PLC 11,963.0 $211K 0.03% -881.0 -6.9% $17.63
442 UGI UGI CORP NEW Utilities 6,057.0 $209K 0.03% NEW $34.54 +8.8%
443 DBX DROPBOX INC Technology 7,613.0 $209K 0.03% -2K -22.0% $27.47 +25.5%
444 DHI D R HORTON INC Consumer Cyclical 1,282.0 $209K 0.03% NEW $162.88 -8.9%
445 TDC TERADATA CORP DEL Technology 6,011.0 $208K 0.03% NEW $34.65 -20.1%
446 AXTA AXALTA COATING SYS LTD Basic Materials 6,079.0 $208K 0.03% -3K -34.0% $34.22 +5.8%
447 IEMG ISHARES INC 2,510.0 $208K 0.03% NEW $82.84 -1.5%
448 AN AUTONATION INC Consumer Cyclical 1,118.0 $208K 0.03% -297.0 -21.0% $185.79 +7.4%
449 EXPD EXPEDITORS INTL WASH INC Industrials 1,273.0 $207K 0.03% NEW $162.98 +15.2%
450 DASH DOORDASH INC Communication Services 1,117.0 $206K 0.03% -167.0 -13.0% $184.53 +21.1%
451 SHOP SHOPIFY INC Technology 1,800.0 $206K 0.03% +88.0 +5.1% $114.18 +30.7%
452 SRE SEMPRA Utilities 2,210.0 $205K 0.03% NEW $92.71 -10.6%
453 EW EDWARDS LIFESCIENCES CORP Healthcare 2,265.0 $205K 0.03% NEW $90.46 -0.7%
454 SPYM SPDR SERIES TRUST 2,330.0 $205K 0.03% NEW $87.88 +2.6%
455 EOG EOG RES INC Energy 1,578.0 $205K 0.03% NEW $129.73 +18.0%
456 RKLB ROCKET LAB CORP Industrials 2,003.0 $204K 0.03% NEW $101.65 -28.6%
457 IAC PEOPLE INC Technology 4,402.0 $203K 0.03% -1K -22.3% $46.16 -0.0%
458 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,538.0 $202K 0.03% NEW $131.43 -0.7%
459 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,018.0 $202K 0.03% NEW $100.07 +7.9%
460 NRG NRG ENERGY INC Utilities 1,378.0 $201K 0.03% -98.0 -6.6% $146.06 -22.6%
Page 23 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%