Optimize Financial Inc 13F Holdings

CIK 0002033266 · LAGUNA HILLS, CA

As of Sep 30, 2025, Optimize Financial Inc reported 323 positions worth 53.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PROFICIENT AUTO LOGISTICS INPALIndustrials459,699$3.2M2.07%
WARNER BROS DISCOVERY INCWBDCommunication Services121,920$2.4M1.56%
APPLOVIN CORPAPPTechnology3,010$2.2M1.41%
MICRON TECHNOLOGY INCMUTechnology10,537 .8M1.15%
APPLIED MATERIALS INCAMATTechnology8,464 .7M1.13%
KLA CORPKLACTechnology1,525 .6M1.07%
MKS INCMKSITechnology13,243 .6M1.07%
SEMTECH CORPSMTCTechnology22,780 .6M1.06%
SINCLAIR INCSBGICommunication Services107,065 .6M1.06%
WIXCOM LTDWIXTechnology9,032 .6M1.05%
OPTIMUM COMMUNICATIONS INCOPTUCommunication Services661,678 .6M1.04%
LIBERTY BROADBAND CORPLBRDKCommunication Services24,676 .6M1.02%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology5,553 .6M1.02%
DELL TECHNOLOGIES INCDELLTechnology11,048 .6M1.02%
NVIDIA CORPNVDATechnology8,390 .6M1.02%
CHARTER COMMUNICATIONS INCCHTRCommunication Services5,660 .6M1.02%
AMC ENTERTAINMENT HOLDINGS INCAMCCommunication Services536,082 .6M1.02%
TKO GROUP HOLDINGS INCTKOCommunication Services7,640 .5M1.01%
ULTRA CLEAN HOLDINGS INCUCTTTechnology56,535 .5M1.01%
LIBERTY MEDIA CORPFWONKCommunication Services14,710 .5M1.00%
VEEVA SYSTEMS INCVEEVHealthcare5,067 .5M0.99%
LUMENTUM HOLDINGS INCLITETechnology9,262 .5M0.98%
ADVANCED MICRO DEVICES INCAMDEquity9,134 .5M0.97%
TELEDYNE TECHNOLOGIES INCTDYTechnology2,517 .5M0.96%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology1,595 .5M0.96%