Fund HoldingsOptimize Financial Inc

Total Portfolio Value
$198.53M
Total Bought
$54.40M
Total Sold
$32.52M
Net Transaction
+$21.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WARNER BROS DISCOVERY INC SERIES A(WBD)0123,696+123,69603,5651.80%+3,565
APPLOVIN CORP COM CL A(APP)03,050+3,05002,0551.04%+2,055
TWILIO INC A(TWLO)013,835+13,83501,9680.99%+1,968
LUMENTUM HOLDINGS INC W I(LITE)9,2629,394+1321,5073,4631.74%+1,956
SINCLAIR BROADCAST GROUP INC CL A(SBGI)0108,625+108,62501,6620.84%+1,662
LIBERTY MEDIA CORP DEL COM(FWONA)014,922+14,92201,4700.74%+1,470
REDDIT INC(RDDT)06,264+6,26401,4400.73%+1,440
DELL TECHNOLOGIES INC CL C(DELL)011,208+11,20801,4110.71%+1,411
OKTA INC CL A(OKTA)015,344+15,34401,3270.67%+1,327
META PLATFORMS INC(META)02,008+2,00801,3250.67%+1,325
MICRON TECHNOLOGY INC(MU)10,53710,689+1521,7633,0511.54%+1,288
LIBERTY BROADBAND C(LBRDA)025,036+25,03601,2170.61%+1,217
VEEVA SYSTEMS INC CLASS A(VEEV)05,139+5,13901,1470.58%+1,147
OPTIMUM COMMUNICATIONS INC0671,334+671,33401,1080.56%+1,108
VERA THERAPEUTICS INC CL A(VERA)017,800+17,80009010.45%+901
AMC ENTMT HLDGS INC CL A NEW(AMC)0543,906+543,90608480.43%+848
COGENT BIOSCIENCES INC COM(COGT)32,55233,024+4724671,1730.59%+706
CARVANA CO(CVNA)01,631+1,63106880.35%+688
RALPH LAUREN CORP CL A(RL)01,937+1,93706850.35%+685
VICTORIAS SECRET AND CO(VSXY)22,74223,074+3326171,2500.63%+633
GLOBUS MED INC A(GMED)07,110+7,11006210.31%+621
TERADATA CORP(TDC)65,80366,763+9601,4152,0321.02%+617
DOORDASH INC CL A(DASH)02,450+2,45005550.28%+555
MKS INC(MKSI)13,24313,435+1921,6392,1471.08%+508
ADVANCED MICRO DEVICES INC(AMD)09,266+9,26601,9841.00%+1,984
UNIVERSAL HLTH SVCS INC CL B(UHS)02,259+2,25904930.25%+493
VISA INC COM CL A(V)01,349+1,34904730.24%+473
APPLIED MATERIALS INC08,584+8,58402,2061.11%+2,206
PETCO HEALTH WELLNESS CO INC COM0164,794+164,79404630.23%+463
OPPFI INC(OPFI)043,789+43,78904580.23%+458
PENNYMAC MTG INV TR(PMT)036,350+36,35004560.23%+456
PROFICIENT AUTO LOGISTICS IN459,699372,967-86,7323,1673,5951.81%+428
GENEDX HOLDINGS CORP COM CL A(WGS)03,249+3,24904230.21%+423
SPYRE THERAPEUTICS INC(SYRE)025,331+25,33108300.42%+830
HOULIHAN LOKEY INC(HLI)02,322+2,32204040.20%+404
DUOLINGO INC CL A COM(DUOL)02,217+2,21703890.20%+389
COINBASE GLOBAL INC COM CL A(COIN)01,530+1,53003460.17%+346
CAMPING WORLD HOLDINGS INC A033,816+33,81603290.17%+329
COPA HOLDINGS SA CL A(CPA)02,723+2,72303280.17%+328
HERBALIFE LTD(HLF)60,54661,426+8805117920.40%+281
LINDE PLC SHS(LIN)0639+63902720.14%+272
DNOW INC COM(DNOW)020,208+20,20802680.13%+268
EDGEWISE THERAPEUTICS INC COM(EWTX)027,679+27,67906870.35%+687
KLA CORP COM NEW(KLAC)1,5251,545+201,6451,8770.95%+232
TREVI THERAPEUTICS INC(TRVI)60,59961,483+8845547700.39%+215
DYNE THERAPEUTICS INC(DYN)030,310+30,31005930.30%+593
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)0600+60006450.32%+645
KOHLS CORP(KSS)36,02836,552+5245547460.38%+192
ZIM INTEGRATED SHIPPING SERVIC SHS
SHS
023,842+23,84205060.25%+506
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
EVOLENT HEALTH INC A044,848+44,84801790.09%+179
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)04,354+4,35405710.29%+571
REGENERON PHARMACEUTICALS COM(REGN)0749+74905780.29%+578
V F CORP COM(VFC)39,79940,379+5805747300.37%+156
ENVIRI CORPORATION027,334+27,33404900.25%+490
FIVE BELOW(FIVE)03,948+3,94807440.37%+744
LEGGETT PLATT INC(LEG)59,63960,507+8685306660.34%+136
BRIGHTHOUSE FINL INC(BHF)010,353+10,35306710.34%+671
MADRIGAL PHARMACEUTICALS INC(MDGL)0992+99205780.29%+578
RTX CORPORATION(RTX)02,521+2,52104620.23%+462
MARRIOTT INTL INC(MAR)2,2522,284+325877090.36%+122
INTUITIVE SURGICAL INC0920+92005210.26%+521
INTL BUSINESS MACHINES CORP(IBM)5,5535,633+801,5671,6690.84%+102
ALIGN TECHNOLOGY INC03,097+3,09704840.24%+484
JACK HENRY ASSOCIATES INC(JKHY)02,823+2,82305150.26%+515
VIKING HOLDINGS LTD ORD SHS(VIK)9,4999,635+1365906880.35%+98
PENUMBRA INC(PEN)01,529+1,52904750.24%+475
JABIL INC(JBL)6,5576,649+921,4241,5160.76%+92
AERCAP HOLDINGS NV(AER)03,701+3,70105320.27%+532
THERMO FISHER SCIENTIFIC INC(TMO)0874+87405060.26%+506
CARPENTER TECHNOLOGY CORP(CRS)01,216+1,21603830.19%+383
BRISTOL MYERS SQUIBB CO(BMY)09,140+9,14004930.25%+493
ADVANCED ENERGY INDS COM02,084+2,08404360.22%+436
CITIGROUP INC(C)4,7234,791+684795590.28%+80
FED EX CORP(FDX)01,408+1,40804070.20%+407
BURLINGTON STORES INC(BURL)02,078+2,07806000.30%+600
UNITED THERAPEUTICS CORP(UTHR)01,070+1,07005210.26%+521
ULTA BEAUTY INC COM(ULTA)01,176+1,17607110.36%+711
TKO GROUP HOLDINGS INC(TKO)7,6407,748+1081,5431,6190.82%+76
SEMTECH CORP(SMTC)023,112+23,11201,7030.86%+1,703
INCYTE CORP COM(INCY)04,969+4,96904910.25%+491
AMGEN INC(AMGN)01,511+1,51104950.25%+495
FRESHPET INC(FRPT)10,80110,957+1565956680.34%+72
SELECT MEDICAL HLDGS CORP032,900+32,90004890.25%+489
VERTEX PHARMACEUTICALS INC COM(VRTX)01,084+1,08404910.25%+491
BRINKER INTL INC(EAT)03,825+3,82505490.28%+549
DELTA AIR LINES INC(DAL)05,254+5,25403650.18%+365
WOODWARD INC(WWD)01,321+1,32103990.20%+399
HILTON WORLDWIDE HLDGS WI(HLT)2,1902,218+285686370.32%+69
FTAI AVIATION LTD SHS(FTAI)02,082+2,08204100.21%+410
NEWMONT CORP COM(NEM)03,929+3,92903920.20%+392
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)01,290+1,29004360.22%+436
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