Fund Holdings — Optimize Financial Inc

Total Portfolio Value
$192.02M
Total Bought
$137.95M
Total Sold
$110.44M
Net Transaction
+$27.51M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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WARNER BROS DISCOVERY INC SERIES A(WBD)0121,920+121,92002,3811.24%+2,381
MICRON TECHNOLOGY INC(MU)010,537+10,53701,7630.92%+1,763
KLA CORP COM NEW(KLAC)01,525+1,52501,6450.86%+1,645
MKS INC(MKSI)013,243+13,24301,6390.85%+1,639
SINCLAIR BROADCAST GROUP INC CL A(SBGI)0107,065+107,06501,6170.84%+1,617
WIX COM LTD
SHS
09,032+9,03201,6040.84%+1,604
ALTICE USA INC A(OPTU)0661,678+661,67801,5950.83%+1,595
LIBERTY BROADBAND C(LBRDA)024,676+24,67601,5680.82%+1,568
INTL BUSINESS MACHINES CORP(IBM)05,553+5,55301,5670.82%+1,567
CHARTER COMMUNICATIONS INC NEW(CHTR)05,660+5,66001,5570.81%+1,557
AMC ENTMT HLDGS INC CL A NEW(AMC)0536,082+536,08201,5550.81%+1,555
TKO GROUP HOLDINGS INC(TKO)07,640+7,64001,5430.80%+1,543
ULTRA CLEAN HOLDINGS(UCTT)056,535+56,53501,5410.80%+1,541
LIBERTY MEDIA CORP DEL COM(FWONA)014,710+14,71001,5360.80%+1,536
VEEVA SYSTEMS INC CLASS A(VEEV)05,067+5,06701,5100.79%+1,510
LUMENTUM HOLDINGS INC W I(LITE)09,262+9,26201,5070.78%+1,507
TELEDYNE TECHNOLOGIES INC COM(TDY)02,517+2,51701,4750.77%+1,475
MONOLITHIC POWER SYSTEMS INC(MPWR)01,595+1,59501,4680.76%+1,468
PENGUIN SOLUTIONS INC(PENG)055,546+55,54601,4600.76%+1,460
QUALCOMM INC COM(QCOM)08,646+8,64601,4380.75%+1,438
CREDO TECHNOLOGY GROUP HOLDINGS
ORDINARY SHARES
09,830+9,83001,4310.75%+1,431
JABIL INC(JBL)06,557+6,55701,4240.74%+1,424
REDDIT INC(RDDT)06,176+6,17601,4200.74%+1,420
TERADATA CORP(TDC)065,803+65,80301,4150.74%+1,415
T MOBILE US INC(TMUS)05,860+5,86001,4030.73%+1,403
CORSAIR GAMING INC COM(CRSR)0156,461+156,46101,3960.73%+1,396
OKTA INC CL A(OKTA)015,124+15,12401,3870.72%+1,387
ANALOG DEVICES INC(ADI)05,601+5,60101,3760.72%+1,376
TWILIO INC A(TWLO)013,639+13,63901,3650.71%+1,365
QORVO INC(QRVO)014,808+14,80801,3490.70%+1,349
PTC INC(PTC)06,468+6,46801,3130.68%+1,313
ARROW ELECTRS INC010,842+10,84201,3120.68%+1,312
NCR VOYIX CORPORATION0104,000+104,00001,3050.68%+1,305
TYLER TECHNOLOGIES INC(TYL)02,468+2,46801,2910.67%+1,291
ARRAY TECHNOLOGIES INC COM SHS(ARRY)0154,129+154,12901,2560.65%+1,256
PROFICIENT AUTO LOGISTICS IN(PAL)306,466459,699+153,2332,2253,1671.65%+942
DUOLINGO INC CL A COM(DUOL)02,189+2,18907050.37%+705
DOORDASH INC CL A(DASH)02,418+2,41806580.34%+658
PETCO HEALTH WELLNESS CO INC COM(WOOF)0162,426+162,42606290.33%+629
VICTORIAS SECRET AND CO(VSXY)022,742+22,74206170.32%+617
URBAN OUTFITTERS INC(URBN)08,428+8,42806020.31%+602
PHILIP MORRIS INTL(PM)03,698+3,69806000.31%+600
MURPHY USA INC W I(MUSA)01,539+1,53905980.31%+598
BOYD GAMING CORPORATION(BYD)06,897+6,89705960.31%+596
FRESHPET INC(FRPT)010,801+10,80105950.31%+595
KONTOOR BRANDS INC W I(KTB)07,440+7,44005930.31%+593
POST HOLDINGS INC(POST)05,521+5,52105930.31%+593
GUESS INC COM035,364+35,36405910.31%+591
VIKING HOLDINGS LTD ORD SHS(VIK)09,499+9,49905900.31%+590
PROCTER GAMBLE CO(PG)03,808+3,80805850.30%+585
EBAY INC COM(EBAY)06,432+6,43205850.30%+585
APPLOVIN CORP COM CL A(APP)4,5103,010-1,5001,5792,1631.13%+584
CLOROX CO(CLX)04,709+4,70905810.30%+581
WILLIAMS SONOMA INC(WSM)02,949+2,94905760.30%+576
ANDERSONS INC COM014,449+14,44905750.30%+575
OLLIES BARGAIN OUTLET HLDGS(OLLI)04,475+4,47505750.30%+575
V F CORP COM(VFC)039,799+39,79905740.30%+574
ARCOS DORADOS HOLDINGS INC A(ARCO)085,051+85,05105740.30%+574
INGREDION INC(INGR)04,659+4,65905690.30%+569
HILTON WORLDWIDE HLDGS WI(HLT)02,190+2,19005680.30%+568
DOLLAR GENERAL CORP(DG)05,474+5,47405660.29%+566
DOLLAR TREE INC(DLTR)05,916+5,91605580.29%+558
BRIGHT HORIZONS FAMILY SOLUT(BFAM)05,121+5,12105560.29%+556
TREVI THERAPEUTICS INC(TRVI)060,599+60,59905540.29%+554
KOHLS CORP(KSS)036,028+36,02805540.29%+554
BOOT BARN HOLDINGS INC03,270+3,27005420.28%+542
BIRKENSTOCK HOLDING PLC COM SHS(BIRK)011,852+11,85205360.28%+536
KINDERCARE LEARNING COMPANIES COM(KLC)079,917+79,91705310.28%+531
HILTON GRAND VACATIONS(HGV)012,669+12,66905300.28%+530
LEGGETT PLATT INC(LEG)059,639+59,63905300.28%+530
SHARKNINJA INC(SN)05,105+5,10505270.27%+527
CAMPING WORLD HOLDINGS INC A(CWH)033,332+33,33205260.27%+526
HERBALIFE LTD(HLF)060,546+60,54605110.27%+511
VERA THERAPEUTICS INC CL A(VERA)017,544+17,54405100.27%+510
89BIO INC19,98847,871+27,8831967040.37%+507
MARRIOTT VACATIONS WORLD(VAC)07,555+7,55505030.26%+503
KRYSTAL BIOTECH INC(KRYS)02,815+2,81504970.26%+497
CAL MAINE FOODS INC COM NEW(CALM)05,255+5,25504940.26%+494
OPPFI INC(OPFI)043,161+43,16104890.25%+489
FIRSTCASH HLDGS INC(FCFS)03,068+3,06804860.25%+486
WINGSTOP INC(WING)01,926+1,92604850.25%+485
MORGAN STANLEY COM NEW(MS)03,044+3,04404840.25%+484
RH(RH)02,378+2,37804830.25%+483
CITIGROUP INC(C)04,723+4,72304790.25%+479
EVERCORE INC(EVR)01,416+1,41604780.25%+478
PENNYMAC FINANCIAL SERVICES(PFSI)03,843+3,84304760.25%+476
HOULIHAN LOKEY INC(HLI)02,290+2,29004700.24%+470
SPROUTS FARMERS MARKETS INC(SFM)04,309+4,30904690.24%+469
ORIC PHARMACEUTICALS INC COM(ORIC)039,044+39,04404690.24%+469
COGENT BIOSCIENCES INC COM(COGT)032,552+32,55204670.24%+467
SCHWAB CHARLES CORP COM(SCHW)04,896+4,89604670.24%+467
ARTHUR J GALLAGHER CO(AJG)01,506+1,50604660.24%+466
CME GROUP INC(CME)01,722+1,72204650.24%+465
UNITEDHEALTH GROUP INC COM(UNH)01,343+1,34304640.24%+464
MINERALYS THERAPEUTICS INC COM(MLYS)012,207+12,20704630.24%+463
CHUBB LIMITED COM
COM
01,627+1,62704590.24%+459
POPULAR INC(BPOP)03,600+3,60004570.24%+457
TRANSMEDICS GROUP INC(TMDX)04,063+4,06304560.24%+456
PROASSURANCE CORPORATION018,983+18,98304550.24%+455
UNIVERSAL HLTH SVCS INC CL B(UHS)02,227+2,22704550.24%+455
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Optimize Financial Inc — 13F Holdings — Q3 2025 | TickerTrail