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 201–250 of 320
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QTWO | Q2 HOLDINGS INC | 6K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $100K–$500K | SH |
| BX | BLACKSTONE GROUP INC CLASS A | 3K | $100K–$500K | SH |
| FTAI | FTAI AVIATION LTD SHS | 2K | $100K–$500K | SH |
| QGEN | QIAGEN NV COM SHS | 9K | $100K–$500K | SH |
| FDX | FED EX CORP | 1K | $100K–$500K | SH |
| BR | BROADRIDGE FINANCIAL SOLUTIONS INC | 2K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| HLI | HOULIHAN LOKEY INC | 2K | $100K–$500K | SH |
| TFX | TELEFLEX INC | 3K | $100K–$500K | SH |
| WWD | WOODWARD INC | 1K | $100K–$500K | SH |
| WEX | WEX INC COM | 3K | $100K–$500K | SH |
| AJG | ARTHUR J GALLAGHER CO | 2K | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 4K | $100K–$500K | SH |
| MTZ | MASTEC INC | 2K | $100K–$500K | SH |
| DUOL | DUOLINGO INC CL A COM | 2K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 2K | $100K–$500K | SH |
| TDOC | TELADOC INC | 55K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 1K | $100K–$500K | SH |
| EEFT | EURONET WORLDWIDE INC | 5K | $100K–$500K | SH |
| PRG | PROG HOLDINGS INC COM | 13K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 3K | $100K–$500K | SH |
| RMD | RESMED INC COM | 2K | $100K–$500K | SH |
| PH | PARKER HANNIFIN CORP | 421 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC COM | 2K | $100K–$500K | SH |
| DLX | DELUXE CORP | 16K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 945 | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 665 | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC | 5K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC COM | 861 | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| WAB | WABTEC COM | 2K | $100K–$500K | SH |
| KLC | KINDERCARE LEARNING COMPANIES COM | 81K | $100K–$500K | SH |
| SFM | SPROUTS FARMERS MARKETS INC | 4K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 2K | $100K–$500K | SH |
| PHIN | PHINIA INC | 5K | $100K–$500K | SH |
| NDSN | NORDSON CORP | 1K | $100K–$500K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 1K | $100K–$500K | SH |
| GVA | GRANITE CONSTR INC COM | 3K | $100K–$500K | SH |
| UNP | UNION PACIFIC CORP COM | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP COM | 994 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 1K | $100K–$500K | SH |
| GTLS | CHART INDS INC | 2K | $100K–$500K | SH |
| CWH | CAMPING WORLD HOLDINGS INC A | 34K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 3K | $100K–$500K | SH |
| CPA | COPA HOLDINGS SA CL A | 3K | $100K–$500K | SH |
| HUBB | HUBBELL INC COM | 735 | $100K–$500K | SH |