OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DLX | 16K | $314.44K |
 | PEB | 15K | $176.19K |
 | OKTA | 15K | $1.39M |
 | QRVO | 15K | $1.35M |
 | MLKN | 15K | $262.32K |
 | FWONK | 15K | $1.54M |
 | ANDE | 14K | $575.22K |
 | TWLO | 14K | $1.37M |
 | BAH | 14K | $1.35M |
 | MKSI | 13K | $1.64M |
 | PRG | 13K | $413.50K |
 | HGV | 13K | $529.69K |
 | XHR | 13K | $173.64K |
 | DIS | 13K | $1.45M |
 | MLYS | 12K | $462.89K |
 | BIRK | 12K | $536.30K |
 | CTRI | 12K | $247.90K |
 | DELL | 11K | $1.57M |
 | ARW | 11K | $1.31M |
 | FRPT | 11K | $595.24K |
Deluxe Corporation
DLX
Shares Held
16K
Value
$314.44K
Pebblebrook Hotel Trust
PEB
Shares Held
15K
Value
$176.19K
Okta, Inc.
OKTA
Shares Held
15K
Value
$1.39M
Qorvo, Inc.
QRVO
Shares Held
15K
Value
$1.35M
MillerKnoll, Inc.
MLKN
Shares Held
15K
Value
$262.32K
Formula One Group
FWONK
Shares Held
15K
Value
$1.54M
The Andersons, Inc.
ANDE
Shares Held
14K
Value
$575.22K
Twilio Inc.
TWLO
Shares Held
14K
Value
$1.37M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
14K
Value
$1.35M
MKS Inc.
MKSI
Shares Held
13K
Value
$1.64M
PROG Holdings, Inc.
PRG
Shares Held
13K
Value
$413.50K
Hilton Grand Vacations Inc.
HGV
Shares Held
13K
Value
$529.69K
Xenia Hotels & Resorts, Inc.
XHR
Shares Held
13K
Value
$173.64K
The Walt Disney Company
DIS
Shares Held
13K
Value
$1.45M
Mineralys Therapeutics, Inc.
MLYS
Shares Held
12K
Value
$462.89K
Birkenstock Holding plc
BIRK
Shares Held
12K
Value
$536.30K
Centuri Holdings, Inc.
CTRI
Shares Held
12K
Value
$247.90K
Dell Technologies Inc.
DELL
Shares Held
11K
Value
$1.57M
Arrow Electronics, Inc.
ARW
Shares Held
11K
Value
$1.31M
Freshpet, Inc.
FRPT
Shares Held
11K
Value
$595.24K