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OPTIMIZE FINANCIAL INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Morgan StanleyMS2.96K$619.18K
Construction Partners, Inc.ROAD2.96K$352.03K
Amazon.com, Inc.AMZN3K$713.83K
Edison InternationalEIX3.01K$224.24K
Gilead Sciences, Inc.GILD3.07K$387.74K
Houlihan Lokey, Inc.HLI3.14K$421.44K
HF Sinclair CorporationDINO3.21K$223.85K
AAR Corp.AIR3.23K$461.09K
AutoNation, Inc.AN3.31K$615.52K
TransMedics Group, Inc.TMDX3.41K$226.36K
The Hartford Insurance Group, Inc.HIG3.41K$451.76K
Wintrust Financial CorporationWTFC3.44K$552.55K
Neurocrine Biosciences, Inc.NBIX3.45K$580.94K
AerCap Holdings N.V.AER3.49K$508.48K
DoorDash, Inc.DASH3.56K$657.66K
Boot Barn Holdings, Inc.BOOT3.58K$588.91K
Avis Budget Group, Inc.CAR3.59K$530.71K
Popular, Inc.BPOP3.63K$595.97K
American Financial Group, Inc.AFG3.63K$508.12K
Repligen CorporationRGEN3.68K$502.24K