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 101–150 of 320
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EAT | BRINKER INTL INC | 4K | $500K+ | SH |
| MS | MORGAN STANLEY COM NEW | 3K | $500K+ | SH |
| PG | PROCTER GAMBLE CO | 4K | $500K+ | SH |
| COST | COSTCO WHSL CORP | 629 | $500K+ | SH |
| DKS | DICKS SPORTING GOODS INC | 3K | $500K+ | SH |
| SIG | SIGNET JEWELERS LTD | 6K | $500K+ | SH |
| WSM | WILLIAMS SONOMA INC | 3K | $500K+ | SH |
| RNR | RENAISSANCE RE HOLDINGS LTD | 2K | $500K+ | SH |
| AER | AERCAP HOLDINGS NV | 4K | $500K+ | SH |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 5K | $500K+ | SH |
| UTHR | UNITED THERAPEUTICS CORP | 1K | $500K+ | SH |
| INGR | INGREDION INC | 5K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 920 | $500K+ | SH |
| AIZ | ASSURANT INC | 2K | $500K+ | SH |
| GRMN | GARMIN LTD SHS | 3K | $500K+ | SH |
| JKHY | JACK HENRY ASSOCIATES INC | 3K | $500K+ | SH |
| FIHL | FIDELIS INSURANCE HOLDINGS LTD COM | 26K | $500K+ | SH |
| CB | CHUBB LIMITED COM | 2K | $500K+ | SH |
| PFSI | PENNYMAC FINANCIAL SERVICES | 4K | $500K+ | SH |
| DHC | DIVERSIFIED HEALTHCARE TRUST | 104K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 874 | $500K+ | SH |
| ZIM | ZIM INTEGRATED SHIPPING SERVIC SHS | 24K | $500K+ | SH |
| TMDX | TRANSMEDICS GROUP INC | 4K | $500K+ | SH |
| JNJ | JOHNSON JOHNSON | 2K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 247 | $100K–$500K | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 5K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 884 | $100K–$500K | SH |
| FCFS | FIRSTCASH HLDGS INC | 3K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 5K | $100K–$500K | SH |
| AMGN | AMGEN INC | 2K | $100K–$500K | SH |
| AIG | AMERICAN INTERNATIONAL GROUP | 6K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 2K | $100K–$500K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 9K | $100K–$500K | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 2K | $100K–$500K | SH |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | 12K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 1K | $100K–$500K | SH |
| INCY | INCYTE CORP COM | 5K | $100K–$500K | SH |
| LPLA | LPL FINANCIAL HOLDINGS INC | 1K | $100K–$500K | SH |
| NVRI | ENVIRI CORPORATION | 27K | $100K–$500K | SH |
| EVR | EVERCORE INC | 1K | $100K–$500K | SH |
| SEM | SELECT MEDICAL HLDGS CORP | 33K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 3K | $100K–$500K | SH |
| ALGN | ALIGN TECHNOLOGY INC | 3K | $100K–$500K | SH |
| CLX | CLOROX CO | 5K | $100K–$500K | SH |
| TRV | TRAVELERS COS INC | 2K | $100K–$500K | SH |
| SIGI | SELECTIVE INS GROUP INC | 6K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 2K | $100K–$500K | SH |
| TCBI | TEXAS CAPITAL BANCSHARES INC | 5K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 3K | $100K–$500K | SH |