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OPTIMIZE FINANCIAL INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HCA Healthcare, Inc.HCA829$323.22K
Marathon Petroleum CorporationMPC817$208.88K
Huntington Ingalls Industries, Inc.HII816$228.39K
Valero Energy CorporationVLO804$209.39K
Targa Resources Corp.TRGP762$204.32K
Hubbell IncorporatedHUBB742$388.21K
IDEXX Laboratories, Inc.IDXX726$382.19K
Ecolab Inc.ECL719$200.32K
Reliance Steel & Aluminum Co.RS670$250.31K
Cummins Inc.CMI649$462.87K
Quanta Services, Inc.PWR648$466.59K
Costco Wholesale CorporationCOST634$593.09K
The Sherwin-Williams CompanySHW616$212.1K
The Goldman Sachs Group, Inc.GS578$584.57K
Lockheed Martin CorporationLMT521$265.43K
EMCOR Group, Inc.EME496$411.62K
Carpenter Technology CorporationCRS484$298.55K
McKesson CorporationMCK480$362.69K
Northrop Grumman CorporationNOC463$235.81K
Eli Lilly and CompanyLLY446$534.95K