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 301–320 of 320
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP INC | 3K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY HOLDING CORP | 2K | $100K–$500K | SH |
| VLTO | VERALTO CORP COM SHS | 2K | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC | 2K | $100K–$500K | SH |
| NNE | NANO NUCLEAR ENERGY INC COM | 10K | $100K–$500K | SH |
| NFG | NATIONAL FUEL GAS CO NJ | 3K | $100K–$500K | SH |
| AWK | AMERICAN WATER WORKS CO INC | 2K | $100K–$500K | SH |
| MAN | MANPOWERGROUP INC | 8K | $100K–$500K | SH |
| OC | OWENS CORNING INC | 2K | $100K–$500K | SH |
| FISV | FISERV INC | 3K | $100K–$500K | SH |
| MOS | MOSAIC CO NEW COM | 9K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| WELL | WELLTOWER INC COM | 1K | $100K–$500K | SH |
| UNIT | UNITI GROUP INC | 29K | $100K–$500K | SH |
| XHR | XENIA HOTELS RESORTS INC | 13K | $100K–$500K | SH |
| EVH | EVOLENT HEALTH INC A | 45K | $100K–$500K | SH |
| PEB | PEBBLEBROOK HOTEL TRUST | 16K | $100K–$500K | SH |
| EXPI | EXP WORLD HLDGS INC COM | 16K | $100K–$500K | SH |
| REAX | THE REAL BROKERAGE INC COM NEW | 35K | $100K–$500K | SH |