Fund HoldingsOptimize Financial Inc

Total Portfolio Value
$137.94M
Total Bought
$49.92M
Total Sold
$40.86M
Net Transaction
+$9.06M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
APPLE INC(AAPL)08,913+8,91301,9801.44%+1,980
ADVANCED MICRO DEVICES INC(AMD)019,102+19,10201,9631.42%+1,963
VERISIGN INC07,651+7,65101,9421.41%+1,942
AKAMAI TECHNOLOGIES INC(AKAM)022,604+22,60401,8201.32%+1,820
SEMTECH CORP(SMTC)052,454+52,45401,8041.31%+1,804
APPLIED MATLS INC012,209+12,20901,7721.28%+1,772
BOOZ ALLEN HAMILTON HLDG COR016,862+16,86201,7631.28%+1,763
PALO ALTO NETWORKS INC(PANW)010,276+10,27601,7531.27%+1,753
ASTERA LABS INC(ALAB)028,785+28,78501,7181.25%+1,718
COMMSCOPE HLDG CO INC(VISN)0321,961+321,96101,7101.24%+1,710
AXCELIS TECHNOLOGIES INC032,251+32,25101,6021.16%+1,602
SPOTIFY TECHNOLOGY S A(SPOT)02,458+2,45801,3520.98%+1,352
WEBTOON ENTMT INC(WBTN)0147,637+147,63701,1320.82%+1,132
G III APPAREL GROUP LTD(GIII)027,848+27,84807620.55%+762
SALLY BEAUTY HLDGS INC078,852+78,85207120.52%+712
CHEESECAKE FACTORY INC(CAKE)014,337+14,33706980.51%+698
AMAZON COM INC(AMZN)03,498+3,49806660.48%+666
AUTOLIV INC(ALV)07,232+7,23206400.46%+640
ABERCROMBIE & FITCH CO08,276+8,27606320.46%+632
ELECTRONIC ARTS INC(EA)6,76110,160+3,3999891,4681.06%+479
COMCAST CORP NEW(CCZ)24,55537,858+13,3039221,3971.01%+475
CIRRUS LOGIC INC(CRUS)13,08217,484+4,4021,3031,7421.26%+440
SIRIUSPOINT LTD(SPNT)025,224+25,22404360.32%+436
TARGET CORP(TGT)04,126+4,12604310.31%+431
AT&T INC(T)46,51551,568+5,0531,0591,4581.06%+399
FIRST SOLAR INC(FSLR)8,33214,724+6,3921,4681,8621.35%+393
ALLSTATE CORP(ALL)01,881+1,88103890.28%+389
WEX INC(WEX)02,479+2,47903890.28%+389
A10 NETWORKS INC023,700+23,70003870.28%+387
MARSH & MCLENNAN COS INC(MRSH)01,573+1,57303840.28%+384
TRAVELERS COMPANIES INC(TRV)01,447+1,44703830.28%+383
EVEREST GROUP LTD(EG)01,040+1,04003780.27%+378
HAMILTON LANE INC(HLNE)02,515+2,51503740.27%+374
BREAD FINANCIAL HOLDINGS INC07,407+7,40703710.27%+371
AMERICAN EXPRESS CO(AXP)01,334+1,33403590.26%+359
ONESTREAM INC
CL A
016,085+16,08503430.25%+343
CROCS INC(CROX)4,1087,128+3,0204507570.55%+307
INTEL CORP(INTC)89,13092,177+3,0471,7872,0931.52%+306
SIGNET JEWELERS LIMITED
SHS
6,59114,416+7,8255328370.61%+305
AES CORP(AES)023,422+23,42202910.21%+291
SOLENO THERAPEUTICS INC03,838+3,83802740.20%+274
DUKE ENERGY CORP NEW(DUK)02,183+2,18302660.19%+266
ROPER TECHNOLOGIES INC(ROP)3,0163,107+911,5681,8321.33%+264
EVERSOURCE ENERGY(ES)04,245+4,24502640.19%+264
DTE ENERGY CO(DTB)01,903+1,90302630.19%+263
ATMOS ENERGY CORP(ATO)01,688+1,68802610.19%+261
HAWAIIAN ELEC INDUSTRIES(HE)023,813+23,81302610.19%+261
SOUTHERN CO(SO)02,816+2,81602590.19%+259
NRG ENERGY INC(NRG)02,689+2,68902570.19%+257
SOUTHWEST GAS HLDGS INC(SWX)03,469+3,46902490.18%+249
LUMEN TECHNOLOGIES INC(LUMN)160,097278,527+118,4308501,0920.79%+242
BOEING CO(BA)01,369+1,36902330.17%+233
HUNTINGTON INGALLS INDS INC(HII)01,143+1,14302330.17%+233
UL SOLUTIONS INC(ULS)04,130+4,13002330.17%+233
CONSTELLATION ENERGY CORP(CEG)01,155+1,15502330.17%+233
QUANTA SVCS INC0906+90602300.17%+230
REPUBLIC SVCS INC(RSG)0921+92102230.16%+223
DAYFORCE INC03,821+3,82102230.16%+223
TIDEWATER INC NEW(TDW)05,255+5,25502220.16%+222
GE VERNOVA INC(GEV)0724+72402210.16%+221
TOPBUILD CORP0719+71902190.16%+219
DYCOM INDS INC(DY)01,437+1,43702190.16%+219
EQUIFAX INC(EFX)0898+89802190.16%+219
INTUIT(INTU)0355+35502180.16%+218
NANO NUCLEAR ENERGY INC(NNE)08,192+8,19202170.16%+217
FLUOR CORP NEW(FLR)06,016+6,01602150.16%+215
OSHKOSH CORP(OSK)02,286+2,28602150.16%+215
SMITH A O CORP(AOS)03,248+3,24802120.15%+212
TEREX CORP NEW(TEX)05,605+5,60502120.15%+212
OREILLY AUTOMOTIVE INC(ORLY)468529+615557580.55%+203
XYLEM INC(XYL)01,685+1,68502010.15%+201
AST SPACEMOBILE INC(ASTS)35,80841,484+5,6767569430.68%+188
MCDONALDS CORP(MCD)1,8222,273+4515287100.51%+182
CHURCHILL DOWNS INC(CHDN)3,8676,233+2,3665166920.50%+176
APTIV PLC(APTV)7,73010,798+3,0684686420.47%+175
ETSY INC(ETSY)9,90614,756+4,8505246960.50%+172
PEDIATRIX MEDICAL GROUP INC(MD)011,544+11,54401670.12%+167
YETI HLDGS INC(YETI)13,60720,880+7,2735246910.50%+167
DYNE THERAPEUTICS INC(DYN)014,761+14,76101540.11%+154
BUNGE GLOBAL SA(BG)06,714+6,71405130.37%+513
ROSS STORES INC(ROST)3,3715,157+1,7865106590.48%+149
LIGHT & WONDER INC(LNWO)5,0326,721+1,6894355820.42%+147
ULTA BEAUTY INC(ULTA)1,3742,031+6575987440.54%+147
LOWES COS INC(LOW)2,1632,916+7535346800.49%+146
FRONTIER GROUP HLDGS INC(ULCC)032,882+32,88201430.10%+143
COMPASS INC(COMP)016,230+16,23001420.10%+142
REPLIMUNE GROUP INC(REPL)014,379+14,37901400.10%+140
BURLINGTON STORES INC(BURL)2,0363,010+9745807170.52%+137
DOMINOS PIZZA INC(DPZ)1,2951,474+1795446770.49%+134
MARKETAXESS HLDGS INC(MKTX)01,912+1,91204140.30%+414
THE REAL BROKERAGE INC030,776+30,77601250.09%+125
LINEAGE INC(LINE)07,758+7,75804550.33%+455
CVS HEALTH CORP(CVS)07,246+7,24604910.36%+491
HA SUSTAINABLE INFRA CAP INC(HASI)013,435+13,43503930.28%+393
ARCH CAP GROUP LTD
ORD
04,073+4,07303920.28%+392
DICKS SPORTING GOODS INC(DKS)2,4343,298+8645576650.48%+108
WYNN RESORTS LTD(WYNN)6,6117,927+1,3165706620.48%+92
META PLATFORMS INC(META)1,9452,133+1881,1391,2290.89%+91
REDFIN CORP022,776+22,77602100.15%+210
CBOE GLOBAL MKTS INC(CBOE)01,749+1,74903960.29%+396
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