OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RH | 2K | $483.11K |
 | JNJ | 2K | $440.74K |
 | WEC | 2K | $268.37K |
 | AEP | 2K | $262.69K |
 | DGX | 2K | $440.43K |
 | HLI | 2K | $470.18K |
 | MTB | 2K | $448.00K |
 | MAR | 2K | $586.51K |
 | ALL | 2K | $480.39K |
 | UHS | 2K | $455.29K |
 | PNC | 2K | $443.85K |
 | HLT | 2K | $568.17K |
 | DUOL | 2K | $704.51K |
 | RRX | 2K | $312.13K |
 | AIZ | 2K | $462.44K |
 | DUK | 2K | $258.88K |
 | AEIS | 2K | $349.81K |
 | FTAI | 2K | $342.73K |
 | BURL | 2K | $521.73K |
 | OC | 2K | $288.30K |
Rh
RH
Shares Held
2K
Value
$483.11K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$440.74K
WEC Energy Group, Inc.
WEC
Shares Held
2K
Value
$268.37K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$262.69K
Quest Diagnostics Incorporated
DGX
Shares Held
2K
Value
$440.43K
Houlihan Lokey, Inc.
HLI
Shares Held
2K
Value
$470.18K
M&T Bank Corporation
MTB
Shares Held
2K
Value
$448.00K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$586.51K
The Allstate Corporation
ALL
Shares Held
2K
Value
$480.39K
Universal Health Services, Inc.
UHS
Shares Held
2K
Value
$455.29K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$443.85K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
2K
Value
$568.17K
Duolingo, Inc.
DUOL
Shares Held
2K
Value
$704.51K
Regal Rexnord Corporation
RRX
Shares Held
2K
Value
$312.13K
Assurant, Inc.
AIZ
Shares Held
2K
Value
$462.44K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$258.88K
Advanced Energy Industries, Inc.
AEIS
Shares Held
2K
Value
$349.81K
FTAI Aviation Ltd.
FTAI
Shares Held
2K
Value
$342.73K
Burlington Stores, Inc.
BURL
Shares Held
2K
Value
$521.73K
Owens Corning
OC
Shares Held
2K
Value
$288.30K