Stock Taper

OPTIMIZE FINANCIAL INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Construction Partners, Inc.ROAD2.96K$352.03K
Morgan StanleyMS2.96K$619.18K
Five Below, Inc.FIVE2.96K$531.28K
Paylocity Holding CorporationPCTY2.92K$304.7K
Herc Holdings Inc.HRI2.91K$417.69K
Eversource EnergyES2.9K$209.87K
Cincinnati Financial CorporationCINF2.87K$531.35K
WEX Inc.WEX2.84K$400.84K
AGCO CorporationAGCO2.83K$338.27K
Wingstop Inc.WING2.79K$483.29K
Jack Henry & Associates, Inc.JKHY2.76K$380.58K
Kirby CorporationKEX2.74K$372.97K
Axsome Therapeutics, Inc.AXSM2.72K$666.02K
LCI IndustriesLCII2.7K$285.77K
Johnson Controls International plcJCI2.64K$386.31K
Becton, Dickinson and CompanyBDX2.64K$399.96K
Warrior Met Coal, Inc.HCC2.63K$213.13K
Garmin Ltd.GRMN2.62K$623.07K
MarketAxess Holdings Inc.MKTX2.56K$290.42K
Jacobs Solutions Inc.J2.56K$322.43K