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Optas, LLC

SEC CIK
0001802961
Latest filing
Jul 21, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 27, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
148
+6 vs. Q1 2021
Portfolio value
$350.5M
+$31.6M (+9.9%) vs. Q1 2021
Filed
Jul 27, 2021
SEC
Holdings of Optas, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF150,575$33.6M9.6%+6,256+4.3%Added–
Vanguard S&P 500 ETF922908363ETF73,102$28.8M8.2%+2,691+3.8%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF383,658$24.3M6.9%+23,461+6.5%Added–
BYNDBeyond Meat, Inc.COM137,037$21.6M6.2%−35,000−20.3%ReducedHistory
Vanguard Total International Bond ETF92203J407ETF351,443$20.1M5.7%−11,110−3.1%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F278,202$18.3M5.2%+17,527+6.7%Added–
GOOGLAlphabet Inc.Stock6,124$15.0M4.3%00.0%UnchangedHistory
XYZBlock, Inc.CL A61,187$14.9M4.3%+92+0.2%AddedHistory
TWTRTwitter, Inc.COM188,144$12.9M3.7%+524+0.3%AddedHistory
GOOGAlphabet Inc.Stock4,760$11.9M3.4%+8+0.2%AddedHistory
Vanguard Total Bond Market ETF921937835ETF135,603$11.6M3.3%−3,686−2.6%Reduced–
SPYSPDR S&P 500 ETF TrustETF26,906$11.5M3.3%00.0%UnchangedHistory
AAPLApple Inc.Stock59,765$8.19M2.3%+720+1.2%AddedHistory
MSFTMicrosoft CorpStock25,084$6.79M1.9%+305+1.2%AddedHistory
PINSPinterest, Inc.CL A71,453$5.64M1.6%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock13,466$4.68M1.3%+4,418+48.8%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF17,971$3.39M1.0%+1,999+12.5%Added–
AMZNAmazon Com IncStock936$3.22M0.9%+29+3.2%AddedHistory
WisdomTree Tr97717X578EM EX ST-OWNED68,686$2.89M0.8%+8,660+14.4%Added–
EBAYeBay IncCOM39,676$2.79M0.8%−70.0%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF15,731$2.32M0.7%00.0%Unchanged–
CMCSAComcast CorpStock39,052$2.23M0.6%+227+0.6%AddedHistory
JPMJPMorgan Chase & CoStock13,874$2.16M0.6%−1,077−7.2%ReducedHistory
Vanguard World FD921910733ESG US STK ETF26,880$2.15M0.6%+10,728+66.4%Added–
UNPUnion Pacific CorpStock9,495$2.09M0.6%−2,308−19.6%ReducedHistory
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF6,760$1.96M0.6%00.0%Unchanged–
TXNTexas Instruments IncStock9,821$1.89M0.5%+17+0.2%AddedHistory
MAMastercard IncStock5,129$1.87M0.5%+40+0.8%AddedHistory
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT6,304$1.85M0.5%00.0%Unchanged–
UNHUnitedHealth Group IncStock4,527$1.81M0.5%−153−3.3%ReducedHistory
iShares MSCI Eafe ETF464287465ETF22,540$1.78M0.5%00.0%Unchanged–
Vanguard World FD921910725ESG INTL STK ETF25,712$1.65M0.5%+10,679+71.0%Added–
MDTMedtronic plcStock12,876$1.60M0.5%+731+6.0%AddedHistory
NVDANVIDIA CorpStock1,976$1.58M0.5%+11+0.6%AddedHistory
AVGOBroadcom Inc.Stock3,244$1.55M0.4%+125+4.0%AddedHistory
CRMSalesforce, Inc.Stock5,753$1.41M0.4%+2,191+61.5%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF6,426$1.15M0.3%00.0%Unchanged–
JNJJohnson & JohnsonStock6,941$1.14M0.3%+343+5.2%AddedHistory
LYFTLyft, Inc.CL A COM18,900$1.14M0.3%−4,584−19.5%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD20,153$1.11M0.3%+609+3.1%Added–
ICEIntercontinental Exchange, Inc.Stock9,362$1.11M0.3%+862+10.1%AddedHistory
PGRProgressive CorpStock11,227$1.10M0.3%+1,686+17.7%AddedHistory
ZBRAZebra Technologies CorpCL A1,934$1.02M0.3%+1+0.1%AddedHistory
SWKStanley Black & Decker, Inc.COM4,797$983.0K0.3%−114−2.3%ReducedHistory
AAPAdvance Auto Parts IncCOM4,616$947.0K0.3%−8−0.2%ReducedHistory
SBUXStarbucks CorpStock8,465$946.0K0.3%−57−0.7%ReducedHistory
PYPLPayPal Holdings, Inc.Stock3,242$945.0K0.3%+339+11.7%AddedHistory
HDHome Depot, Inc.Stock2,955$943.0K0.3%−10−0.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock2,146$941.0K0.3%+3+0.1%AddedHistory
URIUnited Rentals, Inc.COM2,916$930.0K0.3%−522−15.2%ReducedHistory
CICigna GroupStock3,845$911.0K0.3%+8+0.2%AddedHistory
INTUIntuit Inc.Stock1,845$904.0K0.3%+131+7.6%AddedHistory
Invesco Exchange Traded FD T46137V373S&P500 EQL STP5,569$897.0K0.3%00.0%Unchanged–
DHRDanaher CorpStock3,330$894.0K0.3%+59+1.8%AddedHistory
ULUnilever PLCSPON ADR NEW15,168$887.0K0.3%−228−1.5%ReducedHistory
BDXBecton Dickinson & CoStock3,621$881.0K0.3%−322−8.2%ReducedHistory
APTVAptiv PLCSHS5,460$859.0K0.2%−490−8.2%ReducedHistory
BACBank of America CorpStock19,846$818.0K0.2%−1,954−9.0%ReducedHistory
CVXChevron CorpStock7,741$810.0K0.2%−135−1.7%ReducedHistory
CLColgate Palmolive CoStock9,603$781.0K0.2%−49−0.5%ReducedHistory
ANETArista Networks, Inc.COM2,149$779.0K0.2%+5+0.2%AddedHistory
NGGNational Grid PLCSPONSORED ADR NE11,561$739.0K0.2%+3,584+44.9%AddedHistory
COSTCostco Wholesale CorpStock1,838$728.0K0.2%+10+0.5%AddedHistory
CTSHCognizant Technology Solutions CorpCL A10,415$722.0K0.2%+9+0.1%AddedHistory
ACNAccenture plcStock2,327$686.0K0.2%+20+0.9%AddedHistory
GEGeneral Electric CoCOM50,387$679.0K0.2%+244+0.5%AddedHistory
CSXCSX CorpStock20,913$671.0K0.2%+1,950+10.3%AddedConverted for a 3-for-1 splitHistory
TMOThermo Fisher Scientific Inc.Stock1,320$666.0K0.2%+17+1.3%AddedHistory
DISWalt Disney CoStock3,757$661.0K0.2%+122+3.4%AddedHistory
QCOMQualcomm IncStock4,605$658.0K0.2%+356+8.4%AddedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL9,413$655.0K0.2%+9,413New–
Vanguard Consumer Staples ETF92204A207ETF3,562$650.0K0.2%00.0%Unchanged–
TJXTJX Companies IncStock9,517$642.0K0.2%+1,047+12.4%AddedHistory
AXPAmerican Express CoStock3,828$633.0K0.2%−438−10.3%ReducedHistory
HONHoneywell International IncCOM2,879$632.0K0.2%−59−2.0%ReducedHistory
LINLinde PLCSHS2,171$628.0K0.2%−37−1.7%ReducedHistory
ADBEAdobe Inc.Stock1,070$627.0K0.2%+6+0.6%AddedHistory
CORCencora, Inc.Stock5,461$625.0K0.2%+653+13.6%AddedHistory
INTCIntel CorpStock10,887$612.0K0.2%+742+7.3%AddedHistory
SHWSherwin Williams CoCOM2,220$605.0K0.2%+15+0.7%AddedConverted for a 3-for-1 splitHistory
ORCLOracle CorpStock7,708$600.0K0.2%+51+0.7%AddedHistory
GDDYGoDaddy Inc.CL A6,769$589.0K0.2%+137+2.1%AddedHistory
WFCWells Fargo & CompanyStock12,853$582.0K0.2%+5,548+75.9%AddedHistory
TSLATesla, Inc.Stock839$571.0K0.2%+25+3.1%AddedHistory
Vanguard Health Care ETF92204A504ETF2,230$551.0K0.2%00.0%Unchanged–
PEPPepsiCo IncStock3,712$549.0K0.2%+60+1.6%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM961$537.0K0.2%+5+0.5%AddedHistory
NFLXNetflix IncStock965$510.0K0.1%+10+1.0%AddedHistory
PGProcter & Gamble CoStock3,704$500.0K0.1%+57+1.6%AddedHistory
VVisa Inc.Stock2,115$494.0K0.1%+61+3.0%AddedHistory
UBERUber Technologies, IncStock9,782$490.0K0.1%+46+0.5%AddedHistory
WBDWarner Bros. Discovery, Inc.COM SER A15,843$486.0K0.1%+1,921+13.8%AddedHistory
FISVFiserv IncStock4,532$484.0K0.1%+71+1.6%AddedHistory
ASMLASML Holding NVADR675$466.0K0.1%−16−2.3%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF8,256$455.0K0.1%00.0%Unchanged–
NOWServiceNow, Inc.Stock787$432.0K0.1%+16+2.1%AddedHistory
NKENIKE, Inc.Stock2,755$425.0K0.1%+45+1.7%AddedHistory
ADSKAutodesk, Inc.COM1,445$422.0K0.1%+3+0.2%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF2,662$412.0K0.1%00.0%Unchanged–
AMTAmerican Tower CorpREIT1,519$411.0K0.1%+17+1.1%AddedHistory

Sold out since Q1 2021 (5)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Optas, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
CATCaterpillar IncStock3,007$697.0K0.2%History
BKNGBooking Holdings Inc.Stock166$388.0K0.1%History
ESEversource EnergyStock2,663$230.0K0.1%History
Redwood Tr Inc758075AC9NOTE 4.750% 8/137,000$37.0K<0.1%–
TPG Specialty Lending Inc87265KAD4NOTE 4.500% 8/032,000$35.0K<0.1%–