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 151–200 of 320
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CME | CME GROUP INC | 2K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC COM | 1K | $100K–$500K | SH |
| PEN | PENUMBRA INC | 2K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 5K | $100K–$500K | SH |
| V | VISA INC COM CL A | 1K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 819 | $100K–$500K | SH |
| MCO | MOODYS CORP | 916 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 2K | $100K–$500K | SH |
| WING | WINGSTOP INC | 2K | $100K–$500K | SH |
| PRA | PROASSURANCE CORPORATION | 19K | $100K–$500K | SH |
| WOOF | PETCO HEALTH WELLNESS CO INC COM | 165K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| PVH | PVH CORPORATION | 7K | $100K–$500K | SH |
| MTB | M T BANK CORP | 2K | $100K–$500K | SH |
| KTB | KONTOOR BRANDS INC W I | 8K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 4K | $100K–$500K | SH |
| OPFI | OPPFI INC | 44K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 934 | $100K–$500K | SH |
| PMT | PENNYMAC MTG INV TR | 36K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | 1K | $100K–$500K | SH |
| BPOP | POPULAR INC | 4K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 669 | $100K–$500K | SH |
| AHCO | ADAPTHEALTH CORP | 45K | $100K–$500K | SH |
| MLYS | MINERALYS THERAPEUTICS INC COM | 12K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 1K | $100K–$500K | SH |
| PNFP | PINNACLE FINANCIAL PARTNERS | 5K | $100K–$500K | SH |
| ICLR | ICON PLC | 2K | $100K–$500K | SH |
| STE | STERIS PLC SHS USD | 2K | $100K–$500K | SH |
| SPGI | S P GLOBAL INC COM | 850 | $100K–$500K | SH |
| VAC | MARRIOTT VACATIONS WORLD | 8K | $100K–$500K | SH |
| BIO | BIO RAD LABS INC CL A | 1K | $100K–$500K | SH |
| NVST | ENVISTA HOLDINGS CORPORATION COM | 20K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS COM | 2K | $100K–$500K | SH |
| DY | DYCOM INDS INC | 1K | $100K–$500K | SH |
| CPAY | CORPAY INC COM | 1K | $100K–$500K | SH |
| NAVI | NAVIENT CORP W D | 33K | $100K–$500K | SH |
| RLJ | RLJ LODGING TRUST | 58K | $100K–$500K | SH |
| RH | RH | 2K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 5K | $100K–$500K | SH |
| SEIC | S E I INVESTMENTS CO | 5K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 3K | $100K–$500K | SH |
| CALM | CAL MAINE FOODS INC COM NEW | 5K | $100K–$500K | SH |
| UMBF | UMB FINL CORP | 4K | $100K–$500K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3K | $100K–$500K | SH |
| WGS | GENEDX HOLDINGS CORP COM CL A | 3K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 451 | $100K–$500K | SH |
| FAF | FIRST AMERICAN FINANCIAL | 7K | $100K–$500K | SH |
| ATEN | A10 NETWORKS INC | 24K | $100K–$500K | SH |