OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RLJ | 57K | $412.50K |
 | UCTT | 57K | $1.54M |
 | PENG | 56K | $1.46M |
 | TDOC | 54K | $419.92K |
 | ETNB | 48K | $703.70K |
 | AHCO | 45K | $399.79K |
 | EVH | 44K | $373.97K |
 | CMCSA | 44K | $1.37M |
 | OPFI | 43K | $489.01K |
 | VFC | 40K | $574.30K |
 | ORIC | 39K | $468.53K |
 | KSS | 36K | $553.75K |
 | PMT | 36K | $439.28K |
 | GES | 35K | $590.93K |
 | REAX | 35K | $145.04K |
 | CWH | 33K | $526.31K |
 | NAVI | 33K | $432.38K |
 | COGT | 33K | $467.45K |
 | SEM | 32K | $416.38K |
 | ARDT | 32K | $427.71K |
RLJ Lodging Trust
RLJ
Shares Held
57K
Value
$412.50K
Ultra Clean Holdings, Inc.
UCTT
Shares Held
57K
Value
$1.54M
Penguin Solutions, Inc.
PENG
Shares Held
56K
Value
$1.46M
Teladoc Health, Inc.
TDOC
Shares Held
54K
Value
$419.92K
89bio, Inc.
ETNB
Shares Held
48K
Value
$703.70K
AdaptHealth Corp.
AHCO
Shares Held
45K
Value
$399.79K
Evolent Health, Inc.
EVH
Shares Held
44K
Value
$373.97K
Comcast Corporation
CMCSA
Shares Held
44K
Value
$1.37M
OppFi Inc.
OPFI
Shares Held
43K
Value
$489.01K
V.F. Corporation
VFC
Shares Held
40K
Value
$574.30K
ORIC Pharmaceuticals, Inc.
ORIC
Shares Held
39K
Value
$468.53K
Kohl's Corporation
KSS
Shares Held
36K
Value
$553.75K
PennyMac Mortgage Investment Trust
PMT
Shares Held
36K
Value
$439.28K
Guess', Inc.
GES
Shares Held
35K
Value
$590.93K
The Real Brokerage Inc.
REAX
Shares Held
35K
Value
$145.04K
Camping World Holdings, Inc.
CWH
Shares Held
33K
Value
$526.31K
Navient Corporation
NAVI
Shares Held
33K
Value
$432.38K
Cogent Biosciences, Inc.
COGT
Shares Held
33K
Value
$467.45K
Select Medical Holdings Corporation
SEM
Shares Held
32K
Value
$416.38K
Ardent Health Partners, LLC
ARDT
Shares Held
32K
Value
$427.71K