OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RTX | 2K | $336.33K |
 | META | 2K | $1.46M |
 | WING | 2K | $484.74K |
 | RL | 2K | $599.84K |
 | MCD | 2K | $576.17K |
 | RNR | 2K | $475.87K |
 | PGR | 2K | $456.86K |
 | BR | 2K | $428.23K |
 | HWM | 2K | $348.90K |
 | MTZ | 2K | $377.52K |
 | LDOS | 2K | $334.46K |
 | AVY | 2K | $286.55K |
 | AWK | 2K | $244.97K |
 | GNRC | 2K | $292.45K |
 | STE | 2K | $428.32K |
 | CME | 2K | $465.27K |
 | RCL | 2K | $548.47K |
 | TRV | 2K | $457.92K |
 | WAB | 2K | $327.17K |
 | CB | 2K | $459.22K |
RTX Corporation
RTX
Shares Held
2K
Value
$336.33K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.46M
Wingstop Inc.
WING
Shares Held
2K
Value
$484.74K
Ralph Lauren Corporation
RL
Shares Held
2K
Value
$599.84K
McDonald's Corporation
MCD
Shares Held
2K
Value
$576.17K
RenaissanceRe Holdings Ltd.
RNR
Shares Held
2K
Value
$475.87K
The Progressive Corporation
PGR
Shares Held
2K
Value
$456.86K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$428.23K
Howmet Aerospace Inc.
HWM
Shares Held
2K
Value
$348.90K
MasTec, Inc.
MTZ
Shares Held
2K
Value
$377.52K
Leidos Holdings, Inc.
LDOS
Shares Held
2K
Value
$334.46K
Avery Dennison Corporation
AVY
Shares Held
2K
Value
$286.55K
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$244.97K
Generac Holdings Inc.
GNRC
Shares Held
2K
Value
$292.45K
STERIS plc
STE
Shares Held
2K
Value
$428.32K
CME Group Inc.
CME
Shares Held
2K
Value
$465.27K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
2K
Value
$548.47K
The Travelers Companies, Inc.
TRV
Shares Held
2K
Value
$457.92K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
2K
Value
$327.17K
Chubb Limited
CB
Shares Held
2K
Value
$459.22K