OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 6K | $1.57M |
 | POST | 6K | $593.40K |
 | DG | 5K | $565.74K |
 | PHIN | 5K | $310.97K |
 | CBZ | 5K | $280.48K |
 | CALM | 5K | $494.50K |
 | TCBI | 5K | $441.08K |
 | DAL | 5K | $294.08K |
 | SEIC | 5K | $438.93K |
 | BFAM | 5K | $555.99K |
 | SN | 5K | $526.58K |
 | VEEV | 5K | $1.51M |
 | EEFT | 5K | $434.83K |
 | INCY | 5K | $415.65K |
 | SCHW | 5K | $467.42K |
 | NDAQ | 5K | $426.51K |
 | ALV | 5K | $591.20K |
 | C | 5K | $479.38K |
 | SMG | 5K | $268.24K |
 | CLX | 5K | $580.62K |
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.57M
Post Holdings, Inc.
POST
Shares Held
6K
Value
$593.40K
Dollar General Corporation
DG
Shares Held
5K
Value
$565.74K
PHINIA Inc.
PHIN
Shares Held
5K
Value
$310.97K
CBIZ, Inc.
CBZ
Shares Held
5K
Value
$280.48K
Cal-Maine Foods, Inc.
CALM
Shares Held
5K
Value
$494.50K
Texas Capital Bancshares, Inc.
TCBI
Shares Held
5K
Value
$441.08K
Delta Air Lines, Inc.
DAL
Shares Held
5K
Value
$294.08K
SEI Investments Company
SEIC
Shares Held
5K
Value
$438.93K
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
5K
Value
$555.99K
SharkNinja, Inc.
SN
Shares Held
5K
Value
$526.58K
Veeva Systems Inc.
VEEV
Shares Held
5K
Value
$1.51M
Euronet Worldwide, Inc.
EEFT
Shares Held
5K
Value
$434.83K
Incyte Corporation
INCY
Shares Held
5K
Value
$415.65K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$467.42K
Nasdaq, Inc.
NDAQ
Shares Held
5K
Value
$426.51K
Autoliv, Inc.
ALV
Shares Held
5K
Value
$591.20K
Citigroup Inc.
C
Shares Held
5K
Value
$479.38K
The Scotts Miracle-Gro Company
SMG
Shares Held
5K
Value
$268.24K
The Clorox Company
CLX
Shares Held
5K
Value
$580.62K