OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FDX | 1K | $327.30K |
 | WTW | 1K | $472.58K |
 | WDAY | 1K | $329.32K |
 | LPLA | 1K | $451.13K |
 | V | 1K | $461.55K |
 | PKG | 1K | $293.77K |
 | UNH | 1K | $463.74K |
 | WWD | 1K | $329.79K |
 | LECO | 1K | $306.11K |
 | DY | 1K | $371.70K |
 | EFX | 1K | $325.79K |
 | NFLX | 1K | $1.44M |
 | CRS | 1K | $294.65K |
 | LHX | 1K | $355.19K |
 | ULTA | 1K | $634.23K |
 | NSC | 1K | $341.57K |
 | GE | 1K | $340.83K |
 | STRL | 1K | $374.67K |
 | AAPL | 1K | $280.09K |
 | ECL | 1K | $296.86K |
FedEx Corporation
FDX
Shares Held
1K
Value
$327.30K
Willis Towers Watson Public Limited Company
WTW
Shares Held
1K
Value
$472.58K
Workday, Inc.
WDAY
Shares Held
1K
Value
$329.32K
LPL Financial Holdings Inc.
LPLA
Shares Held
1K
Value
$451.13K
Visa Inc.
V
Shares Held
1K
Value
$461.55K
Packaging Corporation of America
PKG
Shares Held
1K
Value
$293.77K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$463.74K
Woodward, Inc.
WWD
Shares Held
1K
Value
$329.79K
Lincoln Electric Holdings, Inc.
LECO
Shares Held
1K
Value
$306.11K
Dycom Industries, Inc.
DY
Shares Held
1K
Value
$371.70K
Equifax Inc.
EFX
Shares Held
1K
Value
$325.79K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.44M
Carpenter Technology Corporation
CRS
Shares Held
1K
Value
$294.65K
L3Harris Technologies, Inc.
LHX
Shares Held
1K
Value
$355.19K
Ulta Beauty, Inc.
ULTA
Shares Held
1K
Value
$634.23K
Norfolk Southern Corporation
NSC
Shares Held
1K
Value
$341.57K
GE Aerospace
GE
Shares Held
1K
Value
$340.83K
Sterling Infrastructure, Inc.
STRL
Shares Held
1K
Value
$374.67K
Apple Inc.
AAPL
Shares Held
1K
Value
$280.09K
Ecolab Inc.
ECL
Shares Held
1K
Value
$296.86K