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OPTIMIZE FINANCIAL INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Boeing CompanyBA1.51K$327.95K
Corpay, Inc.CPAY1.51K$503.24K
Visa Inc.V1.5K$513.26K
DTE Energy CompanyDTE1.44K$219.41K
Waste Management, Inc.WM1.42K$317.16K
Everest Group, Ltd.EG1.42K$507.62K
Aon plcAON1.39K$462.38K
Vertiv Holdings CoVRT1.39K$465.4K
Alnylam Pharmaceuticals, Inc.ALNY1.38K$414.52K
FTAI Aviation Ltd.FTAI1.34K$361.7K
Penumbra, Inc.PEN1.3K$411.74K
Nordson CorporationNDSN1.28K$387.07K
Stryker CorporationSYK1.21K$381.59K
MasTec, Inc.MTZ1.21K$503.43K
Nucor CorporationNUE1.2K$268.19K
Amgen Inc.AMGN1.2K$432.73K
HubSpot, Inc.HUBS1.18K$215.36K
Advanced Energy Industries, Inc.AEIS1.17K$435.51K
Atmos Energy CorporationATO1.17K$201.21K
HEICO CorporationHEI1.15K$410.69K