Optimus Capital Advisors, LLC

Optimus 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.