Institutions / Optimize Financial Inc
Optimize Financial Inc
CIK 2033266 · Institution · as of Dec 31, 2025
Portfolio value
$198.53M
Positions
320
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 320 →
| Company | Value | % of portfolio |
|---|---|---|
| Proficient Auto Logistics, IncPAL | $3.60M | 1.8% |
| Warner Bros. Discovery, Inc. | $3.56M | 1.8% |
| Lumentum Hldgs Inc | $3.46M | 1.7% |
| Micron Technology Inc | $3.05M | 1.5% |
| Applied Materials Inc /De | $2.21M | 1.1% |
| MKS Inc | $2.15M | 1.1% |
| AppLovin Corp | $2.06M | 1.0% |
| Teradata Corp /De | $2.03M | 1.0% |
| Advanced Micro Devices Inc | $1.98M | 1.0% |
| Twilio Inc | $1.97M | 1.0% |
| Kla Corp | $1.88M | 0.9% |
| Semtech Corp | $1.70M | 0.9% |
| International Business Machines Corp | $1.67M | 0.8% |
| Sinclair, Inc. | $1.66M | 0.8% |
| TKO Group Holdings, Inc. | $1.62M | 0.8% |
| NVIDIA Corp | $1.57M | 0.8% |
| Analog Devices Inc | $1.54M | 0.8% |
| Jabil Inc | $1.52M | 0.8% |
| Qualcomm INC/DE | $1.50M | 0.8% |
| Liberty Media Corp-Liberty Formula One | $1.47M | 0.7% |
| Monolithic Power Systems Inc | $1.46M | 0.7% |
| Walt Disney Co | $1.46M | 0.7% |
| Ultra Clean Holdings Inc | $1.45M | 0.7% |
| Array Technologies Inc | $1.44M | 0.7% |
| Reddit, Inc. | $1.44M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.