CIK 2033266
Optimize Financial Inc
Institutional 13F holdings & portfolio
Holdings
320
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 320
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAL | PROFICIENT AUTO LOGISTICS IN | 373K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC SERIES A | 124K | $1M+ | SH |
| LITE | LUMENTUM HOLDINGS INC W I | 9K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 11K | $1M+ | SH |
| AMAT | APPLIED MATERIALS INC | 9K | $1M+ | SH |
| MKSI | MKS INC | 13K | $1M+ | SH |
| APP | APPLOVIN CORP COM CL A | 3K | $1M+ | SH |
| TDC | TERADATA CORP | 67K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 9K | $1M+ | SH |
| TWLO | TWILIO INC A | 14K | $1M+ | SH |
| KLAC | KLA CORP COM NEW | 2K | $1M+ | SH |
| SMTC | SEMTECH CORP | 23K | $1M+ | SH |
| IBM | INTL BUSINESS MACHINES CORP | 6K | $1M+ | SH |
| SBGI | SINCLAIR BROADCAST GROUP INC CL A | 109K | $1M+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 8K | $1M+ | SH |
| NVDA | NVIDIA CORP | 8K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 6K | $1M+ | SH |
| JBL | JABIL INC | 7K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 9K | $1M+ | SH |
| FWONK | LIBERTY MEDIA CORP DEL COM | 15K | $1M+ | SH |
| MPWR | MONOLITHIC POWER SYSTEMS INC | 2K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 13K | $1M+ | SH |
| UCTT | ULTRA CLEAN HOLDINGS | 57K | $1M+ | SH |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | 156K | $1M+ | SH |
| RDDT | REDDIT INC | 6K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | 10K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 11K | $1M+ | SH |
| OKTA | OKTA INC CL A | 15K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| CMCSA | COMCAST CORP CLASS A | 44K | $1M+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC COM | 3K | $1M+ | SH |
| QRVO | QORVO INC | 15K | $1M+ | SH |
| VSCO | VICTORIAS SECRET AND CO | 23K | $1M+ | SH |
| LBRDK | LIBERTY BROADBAND C | 25K | $1M+ | SH |
| ARW | ARROW ELECTRS INC | 11K | $1M+ | SH |
| TMUS | T MOBILE US INC | 6K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 3K | $1M+ | SH |
| CHTR | CHARTER COMMUNICATIONS INC NEW | 6K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 8K | $1M+ | SH |
| COGT | COGENT BIOSCIENCES INC COM | 33K | $1M+ | SH |
| BAH | BOOZ ALLEN HAMILTON HOLDING | 14K | $1M+ | SH |
| VEEV | VEEVA SYSTEMS INC CLASS A | 5K | $1M+ | SH |
| PTC | PTC INC | 7K | $1M+ | SH |
| NFLX | NETFLIX COM INC | 12K | $1M+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 3K | $1M+ | SH |
| FFIV | F5 INC | 4K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 3K | $1M+ | SH |
| OPTU | OPTIMUM COMMUNICATIONS INC | 671K | $1M+ | SH |
| PENG | PENGUIN SOLUTIONS INC | 56K | $1M+ | SH |
| VYX | NCR VOYIX CORPORATION | 106K | $1M+ | SH |