Fund Holdings

Optimize Financial Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SANDISK CORP COM(SNDK)05,314+5,31403,376,1971.66%+3,376,197
SEAGATE TECHNOLOGY HLDNGS PLC ORD07,943+7,94303,111,7501.53%+3,111,750
TTM TECHNOLOGIES(TTMI)031,877+31,87703,105,4571.53%+3,105,457
WESTERN DIGITAL CORP COM(WDC)011,426+11,42603,090,6191.52%+3,090,619
TERADYNE INC(TER)010,263+10,26303,042,5691.50%+3,042,569
LAM RESEARCH CORP(LRCX)014,058+14,05803,003,6321.48%+3,003,632
MACOM TECHNOLOGY SOLUTIONS H(MTSI)013,504+13,50402,998,8331.48%+2,998,833
FABRINET(FN)05,725+5,72502,985,7021.47%+2,985,702
FIRST SOLAR INC(FSLR)014,810+14,81002,921,4211.44%+2,921,421
KEYSIGHT TECHNOLOGIES INC(KEYS)010,286+10,28602,904,4581.43%+2,904,458
TE CONNECTIVITY PLC COM(TEL)013,613+13,61302,845,3891.40%+2,845,389
COHERENT CORP(COHR)011,888+11,88802,831,8401.39%+2,831,840
APPLE INC COM(AAPL)1,04911,861+10,812285,1813,010,2031.48%+2,725,022
AMPHENOL CORP CL A021,250+21,25002,684,9381.32%+2,684,938
CLARIVATE PLC(CLVT)01,022,763+1,022,76302,587,5901.27%+2,587,590
MICROSOFT CORP COM(MSFT)06,852+6,85202,536,4051.25%+2,536,405
CANADIAN SOLAR INC(CSIQ)0175,148+175,14802,425,8001.19%+2,425,800
ARROW ELECTRS INC10,99820,254+9,2561,211,7602,904,6261.43%+1,692,866
PENGUIN SOLUTIONS INC(PENG)56,354153,470+97,1161,102,2842,701,0721.33%+1,598,788
QORVO INC(QRVO)15,02436,094+21,0701,269,6782,793,6761.37%+1,523,998
MOTOROLA SOLUTIONS INC(MSI)2,9286,082+3,1541,122,3612,639,4061.30%+1,517,045
PTC INC(PTC)6,56017,222+10,6621,142,8182,453,9631.21%+1,311,145
ANALOG DEVICES INC(ADI)5,6818,873+3,1921,540,6872,822,8561.39%+1,282,169
KLA CORPORATION(KLAC)1,5452,084+5391,877,2993,068,5021.51%+1,191,203
NCR CORPORATION105,516356,989+251,4731,076,2632,259,7401.11%+1,183,477
NVIDIA CORP COM(NVDA)8,42815,759+7,3311,571,8222,748,3701.35%+1,176,548
ADVANCED MICRO DEVICES INC(AMD)9,26614,563+5,2971,984,4072,962,5511.46%+978,144
INTERNATIONAL BUS MACH CORP COM(IBM)5,63310,826+5,1931,668,5512,624,1141.29%+955,563
APPLIED MATERIALS INC8,5848,629+452,206,0022,949,3061.45%+743,304
Covista Inc(CVSA)06,279+6,2790723,6550.36%+723,655
CASEYS GEN STORES INC(CASY)0955+9550695,1060.34%+695,106
AMERICAN AXLE & MFG HLDGS INC0115,050+115,0500682,2470.34%+682,247
KODIAK SCIENCES INC(KOD)017,828+17,8280679,6030.33%+679,603
GROCERY OUTLET HOLDING CORP096,386+96,3860679,5210.33%+679,521
ADVANCE AUTO PARTS INC(AAP)012,732+12,7320671,6130.33%+671,613
BORGWARNER INC COM012,370+12,3700671,1960.33%+671,196
MGM RESORTS INTERNATIONAL(MGM)018,015+18,0150666,7350.33%+666,735
ORUKA THERAPEUTICS INC(ORKA)013,442+13,4420659,3300.32%+659,330
US FOODS HOLDING CORP(USFD)07,041+7,0410649,2510.32%+649,251
AUTONATION INC(AN)03,324+3,3240649,0440.32%+649,044
VESTIS CORPORATION COM SHS(VSTS)081,530+81,5300640,8260.32%+640,826
HASBRO INC(HAS)06,781+6,7810634,7020.31%+634,702
TAPESTRY INC(TPR)04,445+4,4450627,2340.31%+627,234
YUM BRANDS INC COM(YUM)04,004+4,0040622,5420.31%+622,542
PERFORMANCE FOOD GROUP CO COM(PFGC)07,262+7,2620622,0630.31%+622,063
PEPSICO INC CAP(PEP)03,983+3,9830618,5200.30%+618,520
DECKERS OUTDOOR CORP(DECK)06,147+6,1470615,2530.30%+615,253
ADIENT PLC(ADNT)030,114+30,1140608,6040.30%+608,604
PLANET FITNESS INC CL A(PLNT)08,147+8,1470605,9740.30%+605,974
NOMAD FOODS LTD(NOMD)061,908+61,9080594,9360.29%+594,936
DOLE PLC COM(DOLE)041,624+41,6240594,8070.29%+594,807
TOLL BROS INC(TOL)04,339+4,3390592,1430.29%+592,143
ENLIVEN THERAPEUTICS INC COM015,055+15,0550590,1560.29%+590,156
UPBOUND GROUP INC(UPBD)032,595+32,5950588,3400.29%+588,340
WHIRLPOOL CORP COM(WHR)010,905+10,9050587,9980.29%+587,998
SOMNIGROUP INTERNATIONAL INC COM(SGI)07,939+7,9390586,8510.29%+586,851
CVS HEALTH CORP(CVS)08,151+8,1510585,4050.29%+585,405
GANNETT CO INC(TDAY)082,095+82,0950578,7700.28%+578,770
LIBERTY LATIN AMERICA LTD(LILA)064,940+64,9400572,7710.28%+572,771
DOMINOS PIZZA INC(DPZ)01,569+1,5690562,9420.28%+562,942
INSTALLED BUILDING PRODUCTS INC COM(IBP)02,094+2,0940555,2240.27%+555,224
JM SMUCKER CO THE(SJM)05,711+5,7110550,7690.27%+550,769
WINNEBAGO INDS INC017,658+17,6580547,2210.27%+547,221
SIRIUSXM HOLDINGS INC COM(SIRI)023,466+23,4660541,5950.27%+541,595
ZOOM COMMUNICATIONS INC(ZM)06,737+6,7370541,5870.27%+541,587
AVIS BUDGET GROUP INC03,602+3,6020525,3520.26%+525,352
NEWELL BRANDS INC(NWL)0151,138+151,1380518,4030.26%+518,403
BREAD FINANCIAL HOLDINGS INC06,596+6,5960493,9740.24%+493,974
ROKU INC(ROKU)05,192+5,1920491,2670.24%+491,267
ALLY FINANCIAL INC(ALLY)012,513+12,5130490,8850.24%+490,885
BANK OF NEW YORK MELLON CORP04,134+4,1340490,4160.24%+490,416
CUSTOMERS BANCORP INC(CUBB)07,063+7,0630490,2430.24%+490,243
TAKE-TWO INTERACTIVE SOFTWARE INC(TTWO)02,468+2,4680487,4300.24%+487,430
VOYA FINANCIAL INC(VOYA)07,035+7,0350480,6310.24%+480,631
WINTRUST FINANCIAL CORP(WTFC)03,449+3,4490479,2040.24%+479,204
PRUDENTIAL FINANCIAL INC(PFH)04,905+4,9050479,1690.24%+479,169
AMERICAN EXPRESS CO(AXP)01,582+1,5820478,5230.24%+478,523
BICARA THERAPEUTICS INC023,996+23,9960477,2800.23%+477,280
REINSURANCE GROUP AMERICA(RGA)02,298+2,2980469,1600.23%+469,160
E L F BEAUTY INC(ELF)07,704+7,7040466,9390.23%+466,939
SOUTHSTATE BANK CORPORATION COM05,035+5,0350465,8380.23%+465,838
EVEREST RE GROUP LTD COM(EG)01,425+1,4250465,7610.23%+465,761
AMERICAN FINL GROUP INC OHIO03,643+3,6430465,2480.23%+465,248
HERITAGE INSURANCE HOLDINGS017,722+17,7220465,2030.23%+465,203
INTEGER HOLDINGS CORPORATION COM(ITGR)05,274+5,2740464,1120.23%+464,112
LANTHEUS HOLDINGS INC COM(LNTH)06,108+6,1080463,2920.23%+463,292
CAPITAL ONE FINL CORP(COF)02,537+2,5370462,8250.23%+462,825
RINGCENTRAL INC CLASS A(RNG)012,425+12,4250462,0860.23%+462,086
AXSOME THERAPEUTICS INC COM(AXSM)02,730+2,7300461,4250.23%+461,425
SAVARA INC(SVRA)084,103+84,1030459,2020.23%+459,202
RAPPORT THERAPEUTICS INC COM(RAPP)014,656+14,6560458,5860.23%+458,586
KEMPER CORP(KMPB)014,990+14,9900458,0940.23%+458,094
ALNYLAM PHARMACEUTICALS INC(ALNY)01,381+1,3810456,9310.22%+456,931
MASTERCARD INC(MA)0912+9120455,6900.22%+455,690
MOONLAKE IMMUNOTHERAPEUTICS CLASS A(MLTX)024,419+24,4190455,1700.22%+455,170
AON PLC SHS CL A(AON)01,398+1,3980451,2460.22%+451,246
TRADEWEB MARKETS INC CLASS A(TW)03,823+3,8230449,8140.22%+449,814
SPOTIFY TECHNOLOGY SA(SPOT)0924+9240448,0570.22%+448,057
ELEVANCE HEALTH INC(ELV)01,530+1,5300447,9080.22%+447,908
AMYLYX PHARMACEUTICALS INC COM(AMLX)032,001+32,0010444,8140.22%+444,814
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