Titelia

Holdings of Optas, LLC

440 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.6 % of the equity sleeve

Sector breakdown

  • Technology 21.0 %
  • Communication 12.5 %
  • Funds 9.2 %
  • Financials 6.2 %
  • Industrials 4.8 %
  • Consumer discretionary 4.6 %
  • Health care 3.8 %
  • Consumer staples 2.3 %
  • Utilities 1.0 %
  • Materials 0.8 %
  • Energy 0.6 %
  • Real estate 0.4 %
  • Unattributed 33.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.6 %
  • GB 0.3 %
  • JP 0.3 %
  • NL 0.2 %
  • ES 0.1 %
  • TW 0.1 %
  • DE 0.1 %
  • KR 0.1 %
  • IN 0.0 %
  • LU 0.0 %
  • DK 0.0 %
  • BE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US416630.6M $98.63 %
2GB61.9M $0.29 %
3JP41.6M $0.26 %
4NL21.5M $0.23 %
5ES2925.9K $0.14 %
6TW1738.1K $0.12 %
7DE1458K $0.07 %
8KR2437.6K $0.07 %
9IN2307.3K $0.05 %
10LU1294.8K $0.05 %
11DK1282K $0.04 %
12BE1202.5K $0.03 %

Positions

RankCompanySharesValueWeight
301Cousins Properties Inc 12,737287.5K $
302Boyd Gaming Corp 3,486286.5K $
303Cintas Corp 1,686285.2K $
304PNC Financial Services Group Inc/The 1,357282.4K $
305Novo Nordisk A/S 7,674282K $
306Mid-America Apartment Communities, Inc. 2,308281.9K $
307Iron Mountain Inc 2,750280.9K $
308ATI Inc 1,928280.4K $
309Regeneron Pharmaceuticals, Inc. 362279.7K $
310Citizens Financial Group Inc 4,625277.4K $
311AGCO Corp 2,387276.6K $
312Quanta Services Inc 500274.5K $
313Boston Scientific Corp 4,366274K $
314iShares Trust 2,800272.2K $
315Globus Medical Inc 3,154271.7K $
316Electronic Arts Inc 1,332271.6K $
317Qorvo Inc 3,506271.4K $
318Kirby Corp 2,028269.5K $
319Ferguson Enterprises Inc 1,146267.3K $
320AutoNation Inc 1,361265.7K $
321IQVIA Holdings Inc 1,558265.7K $
322Under Armour Inc 44,900265.4K $
323Guidewire Software Inc 1,766264.1K $
324American International Group Inc 3,471261.2K $
325Middleby Corp/The 1,957259.5K $
326Southern Co/The 2,674258.1K $
327Dropbox Inc 11,337257.6K $
328Eversource Energy 3,715257.4K $
329Wintrust Financial Corp 1,850257K $
330General Motors Co 3,450257K $
331Lennar Corp 2,952256.4K $
332Marathon Petroleum Corp 1,045255.2K $
333Republic Services Inc 1,161254.3K $
334Cognex Corp 5,183253.9K $
335Elanco Animal Health Inc 10,583253.3K $
336Dr Reddy's Laboratories Ltd 18,280253.2K $
337OneMain Holdings Inc 4,712252K $
338Stryker Corp 767252K $
339Woodward Inc 700250.5K $
340Datadog Inc 2,100247.9K $
341Evercore Inc 829247.5K $
342APA Corp 5,814246.7K $
343Southwest Gas Holdings Inc 2,831246K $
344United Parcel Service Inc 2,496245.6K $
345Xylem Inc/NY 2,049244.9K $
346A O Smith Corp 3,696243.7K $
347HEICO Corp 888243.5K $
348DoubleVerify Holdings Inc 25,622243.4K $
349BorgWarner Inc 4,485243.4K $
350Agilent Technologies Inc 2,133243.1K $
351Amkor Technology Inc 5,375242K $
352Hubbell Inc 493241.9K $
353Hologic Inc 3,200241.9K $
354Elevance Health Inc 826241.8K $
355Broadridge Financial Solutions Inc 1,487241.6K $
356Roku Inc 2,550241.3K $
357TransDigm Group Inc 208241.1K $
358Automatic Data Processing Inc 1,182240.2K $
359Westinghouse Air Brake Technologies Corp 955238.7K $
360Marvell Technology Inc 2,405238.2K $
361AptarGroup Inc 1,889238.1K $
362Spectrum Brands Holdings Inc 3,225237.7K $
363Zillow Group Inc 5,735237.4K $
364SS&C Technologies Holdings Inc 3,508237K $
365Phillips 66 1,295235.9K $
366Atlassian Corp 3,456235.9K $
367Arrow Electronics Inc 1,643235.6K $
368NetApp Inc 2,279233.3K $
369PACCAR Inc 2,017233K $
370KB Financial Group Inc 2,320231.4K $
371Okta Inc 2,935231K $
372Workday Inc 1,768229.7K $
373Camden Property Trust 2,348229.3K $
374Polaris Inc 4,193228.5K $
375Timken Co/The 2,261227.4K $
376Adobe Inc 935227.3K $
377Molson Coors Beverage Co 5,232225.3K $
378First American Financial Corp 3,719224.2K $
379Zions Bancorp NA 3,870223K $
380Western Digital Corp 823222.6K $
381Insulet Corp 1,059222.2K $
382VeriSign Inc 890221K $
383Synchrony Financial 3,239220.3K $
384Dollar General Corp 1,844218.9K $
385Avery Dennison Corp 1,266218.6K $
386Paylocity Holding Corp 2,013217.5K $
387WEC Energy Group Inc 1,877217.3K $
388Alcoa Corp 3,276217.3K $
389Zscaler Inc 1,548217.2K $
390Post Holdings Inc 2,180215.5K $
391Edison International 2,936214.9K $
392Evergy Inc 2,619214.5K $
393Hartford Insurance Group Inc/The 1,585214.3K $
394Fifth Third Bancorp 4,574212.5K $
395Xcel Energy Inc 2,673212.3K $
396CDW Corp/DE 1,752212K $
397Entergy Corp 1,884211.7K $
398Allstate Corp/The 1,020211.5K $
399MetLife Inc 2,981210.8K $
400Northrop Grumman Corp 309210.8K $
Cite this page

Titelia. "Holdings of Optas, LLC". https://titelia.com/en/funds/US13F1802961