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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 25 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RITM RITHM CAPITAL CORP Real Estate 11,059.0 $104K 0.01% NEW $9.39 +8.2%
482 TREKOR METALS LTD 14,896.0 $102K 0.01% NEW $6.88
483 UA UNDER ARMOUR INC Consumer Cyclical 14,183.0 $88K 0.01% +2K +16.8% $6.22 -17.2%
484 ADT ADT INC DEL Industrials 11,922.0 $77K 0.01% NEW $6.50 +13.4%
485 MPT MEDICAL PROPERTIES TRUST INC Financial Services 16,508.0 $76K 0.01% +5K +42.1% $4.62 -11.7%
486 CERT CERTARA INC Healthcare 10,514.0 $69K 0.01% NEW $6.55 +33.3%
487 BYND BEYOND MEAT INC Consumer Defensive 90,000.0 $68K 0.01% $0.75 +1830.7%
488 NIO NIO INC Consumer Cyclical 13,294.0 $67K 0.01% NEW $5.06 -10.5%
489 IHRT IHEARTMEDIA INC Communication Services 14,989.0 $64K 0.01% -5K -26.3% $4.29 -32.5%
490 LPL LG DISPLAY CO LTD Technology 15,503.0 $60K 0.01% NEW $3.89 -14.4%
491 NRGV ENERGY VAULT HOLDINGS INC Utilities 11,817.0 $56K 0.01% $4.71 -20.6%
492 WIT WIPRO LTD Technology 17,452.0 $39K 0.01% -5K -23.6% $2.25 -15.1%
493 GTM ZOOMINFO TECHNOLOGIES INC Technology 12,283.0 $36K 0.01% -5K -30.7% $2.93 +32.4%
494 SES SES AI CORPORATION Consumer Cyclical 12,493.0 $12K 0.00% $0.96 -47.0%
Page 25 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 32.8%
Communication Services 20.5%
Financial Services 13.7%
Industrials 8.6%
Consumer Cyclical 8.3%
Healthcare 6.4%
Consumer Defensive 3.5%
Utilities 2.2%
Real Estate 2.0%
Basic Materials 1.3%