Fund Holdings — Optimize Financial Inc

Total Portfolio Value
$198.53M
Total Bought
$31.83M
Total Sold
$2.64M
Net Transaction
+$29.20M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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LUMENTUM HOLDINGS INC W I(LITE)9,2629,394+1321,5073,4631.74%+1,956
MICRON TECHNOLOGY INC(MU)10,53710,689+1521,7633,0511.54%+1,288
WARNER BROS DISCOVERY INC SERIES A(WBD)121,920123,696+1,7762,3813,5651.80%+1,184
COGENT BIOSCIENCES INC COM(COGT)32,55233,024+4724671,1730.59%+706
VICTORIAS SECRET AND CO(VSXY)22,74223,074+3326171,2500.63%+633
TERADATA CORP(TDC)65,80366,763+9601,4152,0321.02%+617
TWILIO INC A(TWLO)13,63913,835+1961,3651,9680.99%+603
MKS INC(MKSI)13,24313,435+1921,6392,1471.08%+508
ADVANCED MICRO DEVICES INC(AMD)9,1349,266+1321,4781,9841.00%+507
APPLIED MATERIALS INC8,4648,584+1201,7332,2061.11%+473
PROFICIENT AUTO LOGISTICS IN(PAL)459,699372,967-86,7323,1673,5951.81%+428
SPYRE THERAPEUTICS INC(SYRE)24,96725,331+3644188300.42%+411
VERA THERAPEUTICS INC CL A(VERA)17,54417,800+2565109010.45%+392
HERBALIFE LTD(HLF)60,54661,426+8805117920.40%+281
DNOW INC COM(DNOW)020,208+20,20802680.13%+268
EDGEWISE THERAPEUTICS INC COM(EWTX)27,28327,679+3964436870.35%+244
KLA CORP COM NEW(KLAC)1,5251,545+201,6451,8770.95%+232
GLOBUS MED INC A(GMED)7,0107,110+1004016210.31%+219
TREVI THERAPEUTICS INC(TRVI)60,59961,483+8845547700.39%+215
DYNE THERAPEUTICS INC(DYN)29,87430,310+4363785930.30%+215
KRYSTAL BIOTECH INC(KRYS)2,8152,855+404977040.35%+207
ANDERSONS INC COM14,44914,657+2085757790.39%+204
WELLTOWER INC COM(WELL)01,098+1,09802040.10%+204
ELI LILLY CO(LLY)592600+84526450.32%+193
KOHLS CORP(KSS)36,02836,552+5245547460.38%+192
ZIM INTEGRATED SHIPPING SERVIC SHS
SHS
23,50223,842+3403185060.25%+188
ARRAY TECHNOLOGIES INC COM SHS(ARRY)154,129156,377+2,2481,2561,4420.73%+186
DOLLAR TREE INC(DLTR)5,9166,000+845587380.37%+180
DOLLAR GENERAL CORP(DG)5,4745,550+765667370.37%+171
ANALOG DEVICES INC(ADI)5,6015,681+801,3761,5410.78%+165
ILLUMINA INC COM(ILMN)4,2944,354+604085710.29%+163
REGENERON PHARMACEUTICALS COM(REGN)741749+84175780.29%+161
V F CORP COM(VFC)39,79940,379+5805747300.37%+156
ENVIRI CORPORATION(NVRI)26,94227,334+3923424900.25%+148
FIVE BELOW(FIVE)3,8923,948+566027440.37%+142
LEGGETT PLATT INC(LEG)59,63960,507+8685306660.34%+136
BRIGHTHOUSE FINL INC(BHF)10,20510,353+1485426710.34%+129
MADRIGAL PHARMACEUTICALS INC(MDGL)980992+124495780.29%+128
RTX CORPORATION(RTX)2,0102,521+5113364620.23%+126
MARRIOTT INTL INC(MAR)2,2522,284+325877090.36%+122
INTUITIVE SURGICAL INC908920+124065210.26%+115
INTL BUSINESS MACHINES CORP(IBM)5,5535,633+801,5671,6690.84%+102
ALIGN TECHNOLOGY INC3,0533,097+443824840.24%+101
JACK HENRY ASSOCIATES INC(JKHY)2,7832,823+404145150.26%+101
VIKING HOLDINGS LTD ORD SHS(VIK)9,4999,635+1365906880.35%+98
PENUMBRA INC(PEN)1,5091,529+203824750.24%+93
JABIL INC(JBL)6,5576,649+921,4241,5160.76%+92
AERCAP HOLDINGS NV(AER)3,6493,701+524425320.27%+91
THERMO FISHER SCIENTIFIC INC(TMO)862874+124185060.26%+88
CARPENTER TECHNOLOGY CORP(CRS)1,2001,216+162953830.19%+88
BRISTOL MYERS SQUIBB CO(BMY)9,0129,140+1284064930.25%+87
ADVANCED ENERGY INDS COM2,0562,084+283504360.22%+87
RALPH LAUREN CORP CL A(RL)1,9131,937+246006850.35%+85
CARVANA CO(CVNA)1,6111,631+206086880.35%+81
CITIGROUP INC(C)4,7234,791+684795590.28%+80
FED EX CORP(FDX)1,3881,408+203274070.20%+79
BURLINGTON STORES INC(BURL)2,0502,078+285226000.30%+79
UNITED THERAPEUTICS CORP(UTHR)1,0581,070+124445210.26%+78
ULTA BEAUTY INC COM(ULTA)1,1601,176+166347110.36%+77
GENEDX HOLDINGS CORP COM CL A(WGS)3,2053,249+443454230.21%+77
TKO GROUP HOLDINGS INC(TKO)7,6407,748+1081,5431,6190.82%+76
SEMTECH CORP(SMTC)22,78023,112+3321,6281,7030.86%+75
INCYTE CORP COM(INCY)4,9014,969+684164910.25%+75
AMGEN INC(AMGN)1,4911,511+204214950.25%+74
FRESHPET INC(FRPT)10,80110,957+1565956680.34%+72
SELECT MEDICAL HLDGS CORP32,42832,900+4724164890.25%+72
VERTEX PHARMACEUTICALS INC COM(VRTX)1,0721,084+124204910.25%+72
BRINKER INTL INC(EAT)3,7733,825+524785490.28%+71
DELTA AIR LINES INC(DAL)5,1825,254+722943650.18%+71
WOODWARD INC(WWD)1,3051,321+163303990.20%+70
HILTON WORLDWIDE HLDGS WI(HLT)2,1902,218+285686370.32%+69
FTAI AVIATION LTD SHS(FTAI)2,0542,082+283434100.21%+67
NEWMONT CORP COM(NEM)3,8733,929+563273920.20%+66
BUNGE GLOBAL SA(BG)7,0947,194+1005766410.32%+64
MORGAN STANLEY COM NEW(MS)3,0443,088+444845480.28%+64
DYCOM INDS INC(DY)1,2741,290+163724360.22%+64
QUALCOMM INC COM(QCOM)8,6468,770+1241,4381,5000.76%+62
ARCOS DORADOS HOLDINGS INC A(ARCO)85,05186,291+1,2405746330.32%+59
BROOKDALE SR LIVING INC(BKD)23,66724,011+3442002590.13%+59
ASSURANT INC(AIZ)2,1352,163+284625210.26%+59
JOHNSON JOHNSON(JNJ)2,3772,409+324414990.25%+58
RENAISSANCE RE HOLDINGS LTD(RNR)1,8741,898+244765340.27%+58
GOLDMAN SACHS GROUP INC(GS)626632+64995560.28%+57
CHUBB LIMITED COM
COM
1,6271,647+204595140.26%+55
PARKER HANNIFIN CORP(PH)417421+43163700.19%+54
DELUXE CORP(DLX)16,24216,478+2363143680.19%+54
SHARKNINJA INC(SN)5,1055,177+725275790.29%+53
DIVERSIFIED HEALTHCARE TRUST(DHC)102,955104,455+1,5004545070.26%+53
COMFORT SYS USA INC(FIX)447451+43694210.21%+52
CENTURI HOLDINGS INC COM SHS(CTRI)11,71011,878+1682483000.15%+52
ADAPTHEALTH CORP(AHCO)44,66945,321+6524004510.23%+52
GILEAD SCIENCES INC(GILD)3,6913,743+524104590.23%+50
MUELLER INDS INC(MLI)3,2463,290+443283780.19%+49
NASDAQ INC(NDAQ)4,8224,890+684274750.24%+48
MEDPACE HLDGS INC(MEDP)872884+124484960.25%+48
AMERICAN INTERNATIONAL GROUP5,7005,780+804484940.25%+47
HCA HEALTHCARE INC COM(HCA)1,0081,020+124304760.24%+47
HILTON GRAND VACATIONS(HGV)12,66912,853+1845305750.29%+45
SINCLAIR BROADCAST GROUP INC CL A(SBGI)107,065108,625+1,5601,6171,6620.84%+45
TRANSMEDICS GROUP INC(TMDX)4,0634,119+564565010.25%+45
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Optimize Financial Inc — 13F Holdings — Q4 2025 | TickerTrail