Stock Taper 
OPTIMIZE FINANCIAL INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IQVIA Holdings Inc. | IQV | 2.53K | $489.04K |
 Capital One Financial Corporation | COF | 2.53K | $507.37K |
 Take-Two Interactive Software, Inc. | TTWO | 2.46K | $614.95K |
 Broadridge Financial Solutions, Inc. | BR | 2.41K | $330.19K |
 The PNC Financial Services Group, Inc. | PNC | 2.3K | $567.04K |
 Universal Health Services, Inc. | UHS | 2.29K | $340.95K |
 Veralto Corporation | VLTO | 2.29K | $203.17K |
 Reinsurance Group of America, Incorporated | RGA | 2.29K | $487.18K |
 M&T Bank Corporation | MTB | 2.26K | $536.95K |
 TD Synnex Corp | SNX | 2.24K | $598.57K |
 The Allstate Corporation | ALL | 2.24K | $532.03K |
 Dave Inc. | DAVE | 2.18K | $813.74K |
 Assurant, Inc. | AIZ | 2.13K | $571.97K |
 Pinnacle West Capital Corporation | PNW | 2.11K | $225.77K |
 Burlington Stores, Inc. | BURL | 2.09K | $661.79K |
 Installed Building Products, Inc. | IBP | 2.09K | $479.68K |
 Cardinal Health, Inc. | CAH | 2.03K | $481.77K |
 Marriott International, Inc. | MAR | 1.97K | $730.8K |
 Leidos Holdings, Inc. | LDOS | 1.97K | $202.65K |
 McDonald's Corporation | MCD | 1.95K | $526.29K |