Fund Holdings

Optimize Financial Inc

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
WARNER BROS DISCOVERY INC SERIES A(WBD)0121,920+121,92002,381,0981.24%+2,381,098
APPLOVIN CORP COM CL A(APP)03,010+3,01002,162,8051.13%+2,162,805
MICRON TECHNOLOGY INC(MU)010,537+10,53701,763,0510.92%+1,763,051
KLA CORP COM NEW(KLAC)01,525+1,52501,644,8650.86%+1,644,865
MKS INC(MKSI)013,243+13,24301,639,0860.85%+1,639,086
SINCLAIR BROADCAST GROUP INC CL A(SBGI)0107,065+107,06501,616,6820.84%+1,616,682
WIX COM LTD09,032+9,03201,604,3540.84%+1,604,354
ALTICE USA INC A0661,678+661,67801,594,6440.83%+1,594,644
LIBERTY BROADBAND C(LBRDA)024,676+24,67601,567,9130.82%+1,567,913
INTL BUSINESS MACHINES CORP(IBM)05,553+5,55301,566,8340.82%+1,566,834
CHARTER COMMUNICATIONS INC NEW(CHTR)05,660+5,66001,557,0940.81%+1,557,094
AMC ENTMT HLDGS INC CL A NEW(AMC)0536,082+536,08201,554,6380.81%+1,554,638
TKO GROUP HOLDINGS INC(TKO)07,640+7,64001,542,9740.80%+1,542,974
ULTRA CLEAN HOLDINGS(UCTT)056,535+56,53501,540,5790.80%+1,540,579
LIBERTY MEDIA CORP DEL COM(FWONA)014,710+14,71001,536,4600.80%+1,536,460
VEEVA SYSTEMS INC CLASS A(VEEV)05,067+5,06701,509,5100.79%+1,509,510
LUMENTUM HOLDINGS INC W I(LITE)09,262+9,26201,507,0200.78%+1,507,020
TELEDYNE TECHNOLOGIES INC COM(TDY)02,517+2,51701,475,0630.77%+1,475,063
MONOLITHIC POWER SYSTEMS INC(MPWR)01,595+1,59501,468,4210.76%+1,468,421
PENGUIN SOLUTIONS INC(PENG)055,546+55,54601,459,7490.76%+1,459,749
QUALCOMM INC COM(QCOM)08,646+8,64601,438,3490.75%+1,438,349
CREDO TECHNOLOGY GROUP HOLDINGS09,830+9,83001,431,3460.75%+1,431,346
JABIL INC(JBL)06,557+6,55701,423,9840.74%+1,423,984
REDDIT INC(RDDT)06,176+6,17601,420,4180.74%+1,420,418
TERADATA CORP(TDC)065,803+65,80301,415,4230.74%+1,415,423
T MOBILE US INC(TMUS)05,860+5,86001,402,7670.73%+1,402,767
CORSAIR GAMING INC COM(CRSR)0156,461+156,46101,395,6320.73%+1,395,632
OKTA INC CL A(OKTA)015,124+15,12401,386,8710.72%+1,386,871
ANALOG DEVICES INC(ADI)05,601+5,60101,376,1660.72%+1,376,166
COMCAST CORP CLASS A(CCZ)043,704+43,70401,373,1800.72%+1,373,180
TWILIO INC A(TWLO)013,639+13,63901,365,1280.71%+1,365,128
BOOZ ALLEN HAMILTON HOLDING013,511+13,51101,350,4240.70%+1,350,424
QORVO INC(QRVO)014,808+14,80801,348,7130.70%+1,348,713
MOTOROLA SOLUTIONS INC(MSI)02,888+2,88801,320,6540.69%+1,320,654
PTC INC(PTC)06,468+6,46801,313,1330.68%+1,313,133
ARROW ELECTRS INC010,842+10,84201,311,8820.68%+1,311,882
NCR VOYIX CORPORATION0104,000+104,00001,305,2000.68%+1,305,200
TYLER TECHNOLOGIES INC(TYL)02,468+2,46801,291,1590.67%+1,291,159
ARRAY TECHNOLOGIES INC COM SHS(ARRY)0154,129+154,12901,256,1510.65%+1,256,151
PROFICIENT AUTO LOGISTICS IN306,466459,699+153,2332,224,9433,167,3261.65%+942,383
DUOLINGO INC CL A COM(DUOL)02,189+2,1890704,5080.37%+704,508
DOORDASH INC CL A(DASH)02,418+2,4180657,6720.34%+657,672
PETCO HEALTH WELLNESS CO INC COM0162,426+162,4260628,5890.33%+628,589
GARMIN LTD SHS(GRMN)02,514+2,5140618,9970.32%+618,997
VICTORIAS SECRET AND CO(VSXY)022,742+22,7420617,2180.32%+617,218
SIGNET JEWELERS LTD06,375+6,3750611,4900.32%+611,490
URBAN OUTFITTERS INC(URBN)08,428+8,4280602,0120.31%+602,012
PHILIP MORRIS INTL(PM)03,698+3,6980599,8160.31%+599,816
MURPHY USA INC W I(MUSA)01,539+1,5390597,5320.31%+597,532
BOYD GAMING CORPORATION(BYD)06,897+6,8970596,2460.31%+596,246
FRESHPET INC(FRPT)010,801+10,8010595,2430.31%+595,243
KONTOOR BRANDS INC W I(KTB)07,440+7,4400593,4890.31%+593,489
POST HOLDINGS INC(POST)05,521+5,5210593,3970.31%+593,397
GUESS INC COM035,364+35,3640590,9320.31%+590,932
VIKING HOLDINGS LTD ORD SHS(VIK)09,499+9,4990590,4580.31%+590,458
MARRIOTT INTL INC(MAR)02,252+2,2520586,5110.31%+586,511
PROCTER GAMBLE CO(PG)03,808+3,8080585,1000.30%+585,100
EBAY INC COM(EBAY)06,432+6,4320584,9900.30%+584,990
CLOROX CO(CLX)04,709+4,7090580,6200.30%+580,620
BUNGE GLOBAL SA(BG)07,094+7,0940576,3880.30%+576,388
WILLIAMS SONOMA INC(WSM)02,949+2,9490576,3820.30%+576,382
ANDERSONS INC COM014,449+14,4490575,2150.30%+575,215
OLLIES BARGAIN OUTLET HLDGS(OLLI)04,475+4,4750574,5900.30%+574,590
V F CORP COM(VFC)039,799+39,7990574,3000.30%+574,300
ARCOS DORADOS HOLDINGS INC A(ARCO)085,051+85,0510574,0940.30%+574,094
INGREDION INC(INGR)04,659+4,6590568,9100.30%+568,910
HILTON WORLDWIDE HLDGS WI(HLT)02,190+2,1900568,1740.30%+568,174
DOLLAR GENERAL CORP(DG)05,474+5,4740565,7380.29%+565,738
DOLLAR TREE INC(DLTR)05,916+5,9160558,2930.29%+558,293
BRIGHT HORIZONS FAMILY SOLUT(BFAM)05,121+5,1210555,9870.29%+555,987
TREVI THERAPEUTICS INC(TRVI)060,599+60,5990554,4810.29%+554,481
KOHLS CORP(KSS)036,028+36,0280553,7500.29%+553,750
BOOT BARN HOLDINGS INC03,270+3,2700541,9040.28%+541,904
BIRKENSTOCK HOLDING PLC COM SHS(BIRK)011,852+11,8520536,3030.28%+536,303
KINDERCARE LEARNING COMPANIES COM079,917+79,9170530,6490.28%+530,649
HILTON GRAND VACATIONS(HGV)012,669+12,6690529,6910.28%+529,691
LEGGETT PLATT INC(LEG)059,639+59,6390529,5940.28%+529,594
SHARKNINJA INC(SN)05,105+5,1050526,5810.27%+526,581
CAMPING WORLD HOLDINGS INC A033,332+33,3320526,3120.27%+526,312
HERBALIFE LTD(HLF)060,546+60,5460511,0080.27%+511,008
VERA THERAPEUTICS INC CL A(VERA)017,544+17,5440509,8290.27%+509,829
COINBASE GLOBAL INC COM CL A(COIN)01,510+1,5100509,6100.27%+509,610
89BIO INC19,98847,871+27,883196,282703,7040.37%+507,422
MARRIOTT VACATIONS WORLD(VAC)07,555+7,5550502,8610.26%+502,861
KRYSTAL BIOTECH INC(KRYS)02,815+2,8150496,9320.26%+496,932
CAL MAINE FOODS INC COM NEW(CALM)05,255+5,2550494,4960.26%+494,496
OPPFI INC(OPFI)043,161+43,1610489,0140.25%+489,014
FIRSTCASH HLDGS INC(FCFS)03,068+3,0680486,0330.25%+486,033
WINGSTOP INC(WING)01,926+1,9260484,7360.25%+484,736
MORGAN STANLEY COM NEW(MS)03,044+3,0440483,8740.25%+483,874
RH(RH)02,378+2,3780483,1140.25%+483,114
CITIGROUP INC(C)04,723+4,7230479,3850.25%+479,385
EVERCORE INC(EVR)01,416+1,4160477,6450.25%+477,645
PENNYMAC FINANCIAL SERVICES(PFSI)03,843+3,8430476,0710.25%+476,071
WILLIS TOWERS WATSON PLC LTD SHS(WTW)01,368+1,3680472,5760.25%+472,576
HOULIHAN LOKEY INC(HLI)02,290+2,2900470,1830.24%+470,183
SPROUTS FARMERS MARKETS INC(SFM)04,309+4,3090468,8190.24%+468,819
ORIC PHARMACEUTICALS INC COM(ORIC)039,044+39,0440468,5280.24%+468,528
COGENT BIOSCIENCES INC COM(COGT)032,552+32,5520467,4470.24%+467,447
SCHWAB CHARLES CORP COM(SCHW)04,896+4,8960467,4210.24%+467,421
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