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Optimize Financial Inc

Q4 2025 13F Holdings

  • Location
    laguna hills, CA
  • Num holdings

    320

  • Value ($000)

    $198,528

  • Date Filed
    02/09/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PAL

PROFICIENT AUTO LOGISTICS IN

COM
74317M104
$3.6M
2 %

372,967

W
WBD

WARNER BROS DISCOVERY INC SERIES A

COM
934423104
$3.56M
2 %

123,696

L
LITE

LUMENTUM HOLDINGS INC W I

COM
55024U109
$3.46M
2 %

9,394

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$3.05M
2 %

10,689

A
AMAT

APPLIED MATERIALS INC

COM
038222105
$2.21M
1 %

8,584

M
MKSI

MKS INC

COM
55306N104
$2.15M
1 %

13,435

A
APP

APPLOVIN CORP COM CL A

COM
03831W108
$2.06M
1 %

3,050

T
TDC

TERADATA CORP

COM
88076W103
$2.03M
1 %

66,763

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$1.98M
1 %

9,266

T
TWLO

TWILIO INC A

COM
90138F102
$1.97M
1 %

13,835

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