Optimize Financial Inc

Q3 2025 13F Holdings

  • Location
    laguna hills, CA
  • Num holdings

    323

  • Value ($000)

    $192,023

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0002033266
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PAL
PAL

PROFICIENT AUTO LOGISTICS IN

COM
74317M104
$3.17 M
2 %

459,699

WBD
WBD

WARNER BROS DISCOVERY INC SERIES A

CL A
934423104
$2.38 M
1 %

121,920

APP
APP

APPLOVIN CORP COM CL A

CL A
03831W108
$2.16 M
1 %

3,010

MU
MU

MICRON TECHNOLOGY INC

COM
595112103
$1.76 M
1 %

10,537

AMAT
AMAT

APPLIED MATERIALS INC

COM
038222105
$1.73 M
1 %

8,464

KLAC
KLAC

KLA CORP COM NEW

COM
482480100
$1.64 M
1 %

1,525

MKSI
MKSI

MKS INC

COM
55306N104
$1.64 M
1 %

13,243

SMTC
SMTC

SEMTECH CORP

COM
816850101
$1.63 M
1 %

22,780

SBGI
SBGI

SINCLAIR BROADCAST GROUP INC CL A

CL A
829242106
$1.62 M
1 %

107,065

---

WIX COM LTD

COM
M98068105
$1.60 M
1 %

9,032

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