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 251–300 of 320
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVY | AVERY DENNISON CORP | 2K | $100K–$500K | SH |
| ORIC | ORIC PHARMACEUTICALS INC COM | 40K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 2K | $100K–$500K | SH |
| HEI | HEICO CORP | 998 | $100K–$500K | SH |
| ADBE | ADOBE INC | 921 | $100K–$500K | SH |
| EMR | EMERSON ELECTRIC CO | 2K | $100K–$500K | SH |
| SLVM | SYLVAMO CORP COMMON STOCK | 7K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 555 | $100K–$500K | SH |
| ARCB | ARCBEST CORP | 4K | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 1K | $100K–$500K | SH |
| INTU | INTUIT COM | 473 | $100K–$500K | SH |
| BALL | BALL CORP | 6K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 509 | $100K–$500K | SH |
| RRX | REGAL BELOIT CORP | 2K | $100K–$500K | SH |
| BLD | TOPBUILD CORP COM | 736 | $100K–$500K | SH |
| BHVN | BIOHAVEN LTD COM | 27K | $100K–$500K | SH |
| SWK | STANLEY BLACK DECKER INC | 4K | $100K–$500K | SH |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | 59K | $100K–$500K | SH |
| AGCO | AGCO CORP | 3K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 772 | $100K–$500K | SH |
| CTRI | CENTURI HOLDINGS INC COM SHS | 12K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP CL A | 8K | $100K–$500K | SH |
| ULCC | FRONTIER GROUP HLDGS INC COM | 62K | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 917 | $100K–$500K | SH |
| VMC | VULCAN MATLS CO COM | 1K | $100K–$500K | SH |
| ARDT | ARDENT HEALTH INC | 33K | $100K–$500K | SH |
| JBLU | JETBLUE AIRWAYS CORP | 63K | $100K–$500K | SH |
| ECL | ECOLAB INC | 1K | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| BV | BRIGHTVIEW HOLDINGS INC | 22K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMERICA | 1K | $100K–$500K | SH |
| SR | SPIRE INC | 3K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 1K | $100K–$500K | SH |
| CTVA | CORTEVA INC COM | 4K | $100K–$500K | SH |
| SMG | THE SCOTTS MIRACLE GRO COMPANY | 5K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING | 1K | $100K–$500K | SH |
| MLKN | MILLERKNOLL INC COM | 15K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 2K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 639 | $100K–$500K | SH |
| CBZ | CBIZ INC | 5K | $100K–$500K | SH |
| SKYW | SKYWEST INC | 3K | $100K–$500K | SH |
| LII | LENNOX INTERNATIONAL INC | 556 | $100K–$500K | SH |
| ETR | ENTERGY CORPORATION | 3K | $100K–$500K | SH |
| FWRD | FORWARD AIR CORP COM | 11K | $100K–$500K | SH |
| HUN | HUNTSMAN CORP | 27K | $100K–$500K | SH |
| DNOW | DNOW INC COM | 20K | $100K–$500K | SH |
| BKD | BROOKDALE SR LIVING INC | 24K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 807 | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |