OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRTX | 1K | $419.84K |
 | LNG | 1K | $251.90K |
 | ADP | 1K | $313.75K |
 | UTHR | 1K | $443.52K |
 | HCA | 1K | $429.61K |
 | VMC | 1K | $309.77K |
 | HEI | 986 | $318.30K |
 | GD | 982 | $334.86K |
 | MDGL | 980 | $449.49K |
 | MSTR | 944 | $304.17K |
 | ROK | 933 | $326.11K |
 | AMP | 922 | $452.93K |
 | ETN | 910 | $340.57K |
 | ADBE | 909 | $320.65K |
 | ISRG | 908 | $406.08K |
 | MCO | 904 | $430.74K |
 | MEDP | 872 | $448.35K |
 | TMO | 862 | $418.09K |
 | PWR | 849 | $351.84K |
 | SPGI | 838 | $407.86K |
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
1K
Value
$419.84K
Cheniere Energy, Inc.
LNG
Shares Held
1K
Value
$251.90K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$313.75K
United Therapeutics Corporation
UTHR
Shares Held
1K
Value
$443.52K
HCA Healthcare, Inc.
HCA
Shares Held
1K
Value
$429.61K
Vulcan Materials Company
VMC
Shares Held
1K
Value
$309.77K
HEICO Corporation
HEI
Shares Held
986
Value
$318.30K
General Dynamics Corporation
GD
Shares Held
982
Value
$334.86K
Madrigal Pharmaceuticals, Inc.
MDGL
Shares Held
980
Value
$449.49K
MicroStrategy Incorporated
MSTR
Shares Held
944
Value
$304.17K
Rockwell Automation, Inc.
ROK
Shares Held
933
Value
$326.11K
Ameriprise Financial, Inc.
AMP
Shares Held
922
Value
$452.93K
Eaton Corporation plc
ETN
Shares Held
910
Value
$340.57K
Adobe Inc.
ADBE
Shares Held
909
Value
$320.65K
Intuitive Surgical, Inc.
ISRG
Shares Held
908
Value
$406.08K
Moody's Corporation
MCO
Shares Held
904
Value
$430.74K
Medpace Holdings, Inc.
MEDP
Shares Held
872
Value
$448.35K
Thermo Fisher Scientific Inc.
TMO
Shares Held
862
Value
$418.09K
Quanta Services, Inc.
PWR
Shares Held
849
Value
$351.84K
S&P Global Inc.
SPGI
Shares Held
838
Value
$407.86K