Optimus Capital Advisors, LLC
Long book
$169.1M
Q1 2026
Positions
33
Top-10 weight
73%
concentration
Last quarter
+6.3%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsOptimus Capital Advisors, LLC is a wealth-management firm allocating client money, specialised in financials (81% of the long book), running a $169.1M US long book across 33 positions.
The portfolio is concentrated: the top 10 names carry 73% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL US EQ MKT ETF, ALPHA ARCHITECT 1-3 MNTH BOX, DIMENSIONAL INTERNATIONAL CO, PIMCO MULTISECTOR BOND ACTV.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.4%
Q1 2026
+6.3%
Sector allocation
Technology 53%
Energy 26%
Financials 21%