Stock Taper

OPTIMIZE FINANCIAL INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
STERIS plcSTE1.92K$403.45K
Ameren CorporationAEE1.94K$219.07K
McDonald's CorporationMCD1.95K$526.29K
Leidos Holdings, Inc.LDOS1.97K$202.65K
Marriott International, Inc.MAR1.97K$730.8K
Cardinal Health, Inc.CAH2.03K$481.77K
Installed Building Products, Inc.IBP2.09K$479.68K
Burlington Stores, Inc.BURL2.09K$661.79K
Pinnacle West Capital CorporationPNW2.11K$225.77K
Assurant, Inc.AIZ2.13K$571.97K
Dave Inc.DAVE2.18K$813.74K
The Allstate CorporationALL2.24K$532.03K
TD Synnex CorpSNX2.24K$598.57K
M&T Bank CorporationMTB2.26K$536.95K
Reinsurance Group of America, IncorporatedRGA2.29K$487.18K
Veralto CorporationVLTO2.29K$203.17K
Universal Health Services, Inc.UHS2.29K$340.95K
The PNC Financial Services Group, Inc.PNC2.3K$567.04K
Broadridge Financial Solutions, Inc.BR2.41K$330.19K
Take-Two Interactive Software, Inc.TTWO2.46K$614.95K