OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSCI | 811 | $460.17K |
 | CSL | 799 | $262.84K |
 | TT | 764 | $322.38K |
 | REGN | 741 | $416.64K |
 | BLD | 728 | $284.55K |
 | HUBB | 727 | $312.83K |
 | IDXX | 661 | $422.31K |
 | LIN | 659 | $313.02K |
 | CW | 657 | $356.71K |
 | COST | 633 | $585.92K |
 | GS | 626 | $498.51K |
 | LLY | 592 | $451.70K |
 | NOC | 551 | $335.74K |
 | LII | 548 | $290.09K |
 | EME | 505 | $328.02K |
 | INTU | 469 | $320.29K |
 | FIX | 447 | $368.86K |
 | PH | 417 | $316.15K |
 | MELI | 247 | $577.22K |
MSCI Inc.
MSCI
Shares Held
811
Value
$460.17K
Carlisle Companies Incorporated
CSL
Shares Held
799
Value
$262.84K
Trane Technologies plc
TT
Shares Held
764
Value
$322.38K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
741
Value
$416.64K
TopBuild Corp.
BLD
Shares Held
728
Value
$284.55K
Hubbell Incorporated
HUBB
Shares Held
727
Value
$312.83K
IDEXX Laboratories, Inc.
IDXX
Shares Held
661
Value
$422.31K
Linde plc
LIN
Shares Held
659
Value
$313.02K
Curtiss-Wright Corporation
CW
Shares Held
657
Value
$356.71K
Costco Wholesale Corporation
COST
Shares Held
633
Value
$585.92K
The Goldman Sachs Group, Inc.
GS
Shares Held
626
Value
$498.51K
Eli Lilly and Company
LLY
Shares Held
592
Value
$451.70K
Northrop Grumman Corporation
NOC
Shares Held
551
Value
$335.74K
Lennox International Inc.
LII
Shares Held
548
Value
$290.09K
EMCOR Group, Inc.
EME
Shares Held
505
Value
$328.02K
Intuit Inc.
INTU
Shares Held
469
Value
$320.29K
Comfort Systems USA, Inc.
FIX
Shares Held
447
Value
$368.86K
Parker-Hannifin Corporation
PH
Shares Held
417
Value
$316.15K
MercadoLibre, Inc.
MELI
Shares Held
247
Value
$577.22K