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 24 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WST WEST PHARMACEUTICAL SVSC INC Healthcare 560.0 $201K 0.03% NEW $359.00 -1.6%
462 TEAM ATLASSIAN CORPORATION Technology 2,582.0 $201K 0.03% NEW $77.79 +120.9%
463 CUBE CUBESMART Real Estate 5,045.0 $201K 0.03% NEW $39.77 +2.8%
464 MOD MODINE MFG CO Consumer Cyclical 751.0 $201K 0.03% NEW $267.02 -26.0%
465 ALLY ALLY FINL INC Financial Services 4,358.0 $200K 0.03% NEW $45.95 -6.6%
466 LYG LLOYDS BANKING GROUP PLC Financial Services 32,412.0 $189K 0.03% -3K -9.0% $5.83 +3.3%
467 UAA UNDER ARMOUR INC Consumer Cyclical 29,360.0 $188K 0.03% -10K -25.5% $6.39 -15.6%
468 HE HAWAIIAN ELEC INDS INC MTN B Utilities 13,733.0 $186K 0.03% $13.53 -15.0%
469 PK PARK HOTELS & RESORTS INC Real Estate 12,923.0 $184K 0.03% +2K +13.5% $14.25 +10.7%
470 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,030.0 $177K 0.03% NEW $16.03 +13.4%
471 LEG LEGGETT & PLATT INC Consumer Cyclical 14,254.0 $167K 0.02% NEW $11.71 -19.6%
472 FLO FLOWERS FOODS INC Consumer Defensive 20,297.0 $160K 0.02% -824.0 -3.9% $7.90 -12.0%
473 ICL ICL GROUP LTD Basic Materials 29,707.0 $148K 0.02% -29K -49.7% $4.98 +16.5%
474 NU NU HLDGS LTD Financial Services 10,723.0 $143K 0.02% NEW $13.36 +9.1%
475 AVTR AVANTOR INC Healthcare 14,081.0 $139K 0.02% NEW $9.90 +46.1%
476 SG SWEETGREEN INC Consumer Cyclical 15,608.0 $138K 0.02% -1K -6.8% $8.81 -20.7%
477 DXC DXC TECHNOLOGY CO Technology 15,486.0 $137K 0.02% NEW $8.85 +22.0%
478 DV DOUBLEVERIFY HLDGS INC Technology 12,191.0 $132K 0.02% NEW $10.84 +22.8%
479 AGNC AGNC INVT CORP Real Estate 11,354.0 $124K 0.02% +587.0 +5.5% $10.90 -0.1%
480 CNH INDL N V 10,080.0 $113K 0.02% -10K -49.7% $11.23
Page 24 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%