OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ETR | 3K | $267.83K |
 | AGCO | 3K | $305.69K |
 | KRYS | 3K | $496.93K |
 | JKHY | 3K | $414.47K |
 | DKS | 3K | $599.55K |
 | CPA | 3K | $319.27K |
 | ROP | 3K | $1.33M |
 | SKYW | 3K | $267.55K |
 | AMZN | 3K | $583.40K |
 | BX | 3K | $453.78K |
 | WEX | 3K | $415.41K |
 | ICE | 3K | $436.53K |
 | VRT | 3K | $383.33K |
 | TDY | 3K | $1.48M |
 | GRMN | 3K | $619.00K |
 | TYL | 2K | $1.29M |
 | ICLR | 2K | $425.07K |
 | DASH | 2K | $657.67K |
 | VLTO | 2K | $254.91K |
 | EMR | 2K | $313.13K |
Entergy Corporation
ETR
Shares Held
3K
Value
$267.83K
AGCO Corporation
AGCO
Shares Held
3K
Value
$305.69K
Krystal Biotech, Inc.
KRYS
Shares Held
3K
Value
$496.93K
Jack Henry & Associates, Inc.
JKHY
Shares Held
3K
Value
$414.47K
DICK'S Sporting Goods, Inc.
DKS
Shares Held
3K
Value
$599.55K
Copa Holdings, S.A.
CPA
Shares Held
3K
Value
$319.27K
Roper Technologies, Inc.
ROP
Shares Held
3K
Value
$1.33M
SkyWest, Inc.
SKYW
Shares Held
3K
Value
$267.55K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$583.40K
Blackstone Inc.
BX
Shares Held
3K
Value
$453.78K
WEX Inc.
WEX
Shares Held
3K
Value
$415.41K
Intercontinental Exchange, Inc.
ICE
Shares Held
3K
Value
$436.53K
Vertiv Holdings Co
VRT
Shares Held
3K
Value
$383.33K
Teledyne Technologies Incorporated
TDY
Shares Held
3K
Value
$1.48M
Garmin Ltd.
GRMN
Shares Held
3K
Value
$619.00K
Tyler Technologies, Inc.
TYL
Shares Held
2K
Value
$1.29M
ICON Public Limited Company
ICLR
Shares Held
2K
Value
$425.07K
DoorDash, Inc.
DASH
Shares Held
2K
Value
$657.67K
Veralto Corporation
VLTO
Shares Held
2K
Value
$254.91K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$313.13K