OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BPOP | 4K | $457.24K |
 | HIG | 3K | $457.26K |
 | SR | 3K | $272.60K |
 | FI | 3K | $431.01K |
 | BOOT | 3K | $541.90K |
 | TFX | 3K | $397.67K |
 | MLI | 3K | $328.20K |
 | WGS | 3K | $345.31K |
 | CCK | 3K | $304.26K |
 | PEG | 3K | $259.64K |
 | FCFS | 3K | $486.03K |
 | ALGN | 3K | $382.30K |
 | MS | 3K | $483.87K |
 | APP | 3K | $2.16M |
 | WSM | 3K | $576.38K |
 | CINF | 3K | $465.29K |
 | NBIX | 3K | $413.14K |
 | GVA | 3K | $321.17K |
 | NFG | 3K | $269.72K |
 | MSI | 3K | $1.32M |
Popular, Inc.
BPOP
Shares Held
4K
Value
$457.24K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
3K
Value
$457.26K
Spire Inc.
SR
Shares Held
3K
Value
$272.60K
Fiserv, Inc.
FI
Shares Held
3K
Value
$431.01K
Boot Barn Holdings, Inc.
BOOT
Shares Held
3K
Value
$541.90K
Teleflex Incorporated
TFX
Shares Held
3K
Value
$397.67K
Mueller Industries, Inc.
MLI
Shares Held
3K
Value
$328.20K
GeneDx Holdings Corp.
WGS
Shares Held
3K
Value
$345.31K
Crown Holdings, Inc.
CCK
Shares Held
3K
Value
$304.26K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$259.64K
FirstCash Holdings, Inc
FCFS
Shares Held
3K
Value
$486.03K
Align Technology, Inc.
ALGN
Shares Held
3K
Value
$382.30K
Morgan Stanley
MS
Shares Held
3K
Value
$483.87K
AppLovin Corporation
APP
Shares Held
3K
Value
$2.16M
Williams-Sonoma, Inc.
WSM
Shares Held
3K
Value
$576.38K
Cincinnati Financial Corporation
CINF
Shares Held
3K
Value
$465.29K
Neurocrine Biosciences, Inc.
NBIX
Shares Held
3K
Value
$413.14K
Granite Construction Incorporated
GVA
Shares Held
3K
Value
$321.17K
National Fuel Gas Company
NFG
Shares Held
3K
Value
$269.72K
Motorola Solutions, Inc.
MSI
Shares Held
3K
Value
$1.32M