13F

Investor

Optimize Financial Inc

CIK 0002033266 · filed 2026-02-09 · SEC filing

13F book

$198.5M

Positions

320

Largest name

1.8%

Proficient Auto Logistics In

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Proficient Auto Logistics In373K$3.6M1.8%Held
Warner Bros. Discovery, Inc.WBD123.7K$3.56M1.8%Held
Lumentum Hldgs Inc9.39K$3.46M1.7%Held
Micron Technology IncMU10.7K$3.05M1.5%Held
Applied Matls Inc8.58K$2.21M1.1%Held
Mks IncMKSI13.4K$2.15M1.1%Held
Applovin CorpAPP3.05K$2.06M1.0%Held
Teradata Corp Del66.8K$2.03M1.0%Held
Advanced Micro Devices IncAMD9.27K$1.98M1.0%Held
Twilio IncTWLO13.8K$1.97M1.0%Held
Kla CorpKLAC1.54K$1.88M0.9%Held
Semtech CorpSMTC23.1K$1.7M0.9%Held
International Business Machs5.63K$1.67M0.8%Held
Sinclair, Inc.SBGI108.6K$1.66M0.8%Held
TKO Group Holdings, Inc.TKO7.75K$1.62M0.8%Held
Nvidia CorpNVDA8.43K$1.57M0.8%Held
Analog Devices IncADI5.68K$1.54M0.8%Held
Jabil IncJBL6.65K$1.52M0.8%Held
Qualcomm Inc8.77K$1.5M0.8%Held
Liberty Media Corp Del14.9K$1.47M0.7%Held
Monolithic Pwr Sys Inc1.61K$1.46M0.7%Held
Disney Walt Co12.8K$1.46M0.7%Held
Ultra Clean Hldgs Inc57.4K$1.45M0.7%Held
Array Technologies, Inc.ARRY156.4K$1.44M0.7%Held
Reddit, Inc.RDDT6.26K$1.44M0.7%Held
Credo Technology Group Holdi9.97K$1.43M0.7%Held
Dell Technologies Inc.DELL11.2K$1.41M0.7%Held
Okta, Inc.OKTA15.3K$1.33M0.7%Held
Meta Platforms, Inc.META2.01K$1.33M0.7%Held
Comcast Corp New44.3K$1.33M0.7%Held
Teledyne Technologies IncTDY2.55K$1.3M0.7%Held
Qorvo, Inc.QRVO15K$1.27M0.6%Held
Victorias Secret And Co23.1K$1.25M0.6%Held
Liberty Broadband Corp25K$1.22M0.6%Held
Arrow Electrs Inc11K$1.21M0.6%Held
T-Mobile Us Inc5.94K$1.21M0.6%Held
Roper Technologies IncROP2.7K$1.2M0.6%Held
Charter Communications Inc N5.74K$1.2M0.6%Held
ServiceNow, Inc.NOW7.67K$1.18M0.6%Held
Cogent Biosciences, Inc.COGT33K$1.17M0.6%Held
Booz Allen Hamilton Hldg Cor13.7K$1.16M0.6%Held
Veeva Sys Inc5.14K$1.15M0.6%Held
Ptc Inc.PTC6.56K$1.14M0.6%Held
Netflix IncNFLX12.2K$1.14M0.6%Held
Tyler Technologies IncTYL2.5K$1.14M0.6%Held
F5, Inc.FFIV4.44K$1.13M0.6%Held
Motorola Solutions, Inc.MSI2.93K$1.12M0.6%Held
Optimum Communications, Inc.OPTU671.3K$1.11M0.6%Held
Penguin Solutions, Inc.PENG56.4K$1.1M0.6%Held
Ncr Voyix Corporation105.5K$1.08M0.5%Held
Wix.com Ltd.WIX9.16K$951.6K0.5%Held
Corsair Gaming, Inc.CRSR158.7K$942.9K0.5%Held
Vera Therapeutics, Inc.VERA17.8K$901.4K0.5%Held
Amc Entmt Hldgs Inc543.9K$848.5K0.4%Held
Spyre Therapeutics, Inc.SYRE25.3K$829.8K0.4%Held
Herbalife Ltd.HLF61.4K$791.8K0.4%Held
Andersons, Inc.ANDE14.7K$779.3K0.4%Held
Trevi Therapeutics, Inc.TRVI61.5K$769.8K0.4%Held
Kohls CorpKSS36.6K$746K0.4%Held
Five Below, IncFIVE3.95K$743.6K0.4%Held
Dollar Tree, Inc.DLTR6K$738.1K0.4%Held
Dollar Gen Corp New5.55K$736.9K0.4%Held
V F CorpVFC40.4K$730.1K0.4%Held
Ulta Beauty, Inc.ULTA1.18K$711.5K0.4%Held
Marriott Intl Inc New2.28K$708.6K0.4%Held
United Nat Foods Inc21K$705.8K0.4%Held
Krystal Biotech, Inc.KRYS2.85K$703.9K0.4%Held
Carvana Co.CVNA1.63K$688.3K0.3%Held
Viking Holdings LtdVIK9.63K$688K0.3%Held
Edgewise Therapeutics, Inc.EWTX27.7K$686.9K0.3%Held
Ralph Lauren CorpRL1.94K$684.9K0.3%Held
Brighthouse Finl Inc10.4K$670.8K0.3%Held
Freshpet, Inc.FRPT11K$667.6K0.3%Held
Leggett & Platt IncLEG60.5K$665.6K0.3%Held
Eli Lilly & CoLLY600$644.8K0.3%Held
Urban Outfitters IncURBN8.55K$643.3K0.3%Held
Bunge Global SaBG7.19K$640.8K0.3%Held
Hilton Worldwide Hldgs Inc2.22K$637.1K0.3%Held
Arcos Dorados Holdings Inc.ARCO86.3K$633.4K0.3%Held
Murphy USA Inc.MUSA1.56K$629.1K0.3%Held
Globus Med Inc7.11K$620.8K0.3%Held
Amazon Com IncAMZN2.65K$611.9K0.3%Held
Philip Morris Intl Inc3.75K$601.5K0.3%Held
Guess Inc35.9K$601K0.3%Held
Burlington Stores, Inc.BURL2.08K$600.2K0.3%Held
Boyd Gaming CorpBYD7K$596.4K0.3%Held
Dyne Therapeutics, Inc.DYN30.3K$592.9K0.3%Held
Mcdonalds CorpMCD1.92K$586.8K0.3%Held
Boot Barn Hldgs Inc3.31K$584.8K0.3%Held
SharkNinja, Inc.SN5.18K$579.3K0.3%Held
Regeneron Pharmaceuticals, Inc.REGN749$578.1K0.3%Held
Madrigal Pharmaceuticals, Inc.MDGL992$577.7K0.3%Held
Autoliv IncALV4.86K$576.3K0.3%Held
Hilton Grand Vacations Inc.HGV12.9K$575.2K0.3%Held
Illumina, Inc.ILMN4.35K$571.1K0.3%Held
Ebay IncEBAY6.52K$568.2K0.3%Held
Citigroup Inc4.79K$559.1K0.3%Held
Goldman Sachs Group Inc632$555.5K0.3%Held
DoorDash, Inc.DASH2.45K$554.9K0.3%Held
Post Hldgs Inc5.6K$554.8K0.3%Held
Brinker Intl Inc3.83K$549K0.3%Held
Morgan Stanley3.09K$548.2K0.3%Held
Procter And Gamble CoPG3.79K$543.1K0.3%Held
Costco Whsl Corp New629$542.4K0.3%Held
Dicks Sporting Goods Inc2.73K$541.3K0.3%Held
Signet Jewelers Limited6.47K$536K0.3%Held
Williams Sonoma IncWSM2.99K$533.8K0.3%Held
Renaissancere Hldgs Ltd1.9K$533.6K0.3%Held
Aercap Holdings Nv3.7K$532.1K0.3%Held
Bright Horizons Fam Sol In D5.19K$526.6K0.3%Held
United Therapeutics Corp Del1.07K$521.4K0.3%Held
Ingredion IncINGR4.73K$521.2K0.3%Held
Intuitive Surgical IncISRG920$521.1K0.3%Held
Assurant Inc2.16K$521K0.3%Held
Garmin LtdGRMN2.55K$517.3K0.3%Held
Henry Jack & Assoc Inc2.82K$515.1K0.3%Held
Fidelis Insurance Holdings L26.3K$514.5K0.3%Held
Chubb Limited1.65K$514.1K0.3%Held
Pennymac Finl Svcs Inc New3.9K$514K0.3%Held
Diversified Healthcare Tr104.5K$506.6K0.3%Held
Thermo Fisher Scientific Inc.TMO874$506.4K0.3%Held
Zim Integrated Shipping Serv23.8K$506.2K0.3%Held
TransMedics Group, Inc.TMDX4.12K$501.1K0.3%Held
Johnson & JohnsonJNJ2.41K$498.5K0.3%Held
Mercadolibre IncMELI247$497.5K0.3%Held
Ollies Bargain Outlet Hldgs4.54K$497.5K0.3%Held
Cencora, Inc.COR1.47K$497.2K0.3%Held
Medpace Hldgs Inc884$496.5K0.3%Held
FirstCash Holdings, Inc.FCFS3.11K$496K0.3%Held
Schwab Charles Corp4.96K$496K0.3%Held
Amgen IncAMGN1.51K$494.6K0.2%Held
American Intl Group Inc5.78K$494.5K0.2%Held
Cboe Global Mkts Inc1.97K$493.7K0.2%Held
Bristol-Myers Squibb Co9.14K$493K0.2%Held
Universal Hlth Svcs Inc2.26K$492.5K0.2%Held
Birkenstock Holding PlcBIRK12K$491.8K0.2%Held
Vertex Pharmaceuticals Inc1.08K$491.4K0.2%Held
Incyte CorpINCY4.97K$490.8K0.2%Held
Lpl Finl Hldgs Inc1.37K$490K0.2%Held
Enviri CorpNVRI27.3K$489.8K0.2%Held
Evercore Inc.EVR1.44K$488.6K0.2%Held
Select Med Hldgs Corp32.9K$488.6K0.2%Held
Cincinnati Finl Corp2.98K$487.2K0.2%Held
Align Technology IncALGN3.1K$483.6K0.2%Held
Clorox Co Del4.78K$481.7K0.2%Held
Travelers Companies, Inc.TRV1.66K$481.5K0.2%Held
Selective Ins Group Inc5.73K$479.6K0.2%Held
Royal Caribbean Group1.72K$479.5K0.2%Held
Texas Cap Bancshares Inc5.29K$479.3K0.2%Held
Hartford Insurance Group Inc3.48K$479K0.2%Held
Cme Group Inc.CME1.75K$476.8K0.2%Held
HCA Healthcare, Inc.HCA1.02K$476.2K0.2%Held
Penumbra IncPEN1.53K$475.4K0.2%Held
Nasdaq, Inc.NDAQ4.89K$475K0.2%Held
Visa Inc.V1.35K$473.1K0.2%Held
Allstate Corp2.27K$472.5K0.2%Held
MSCI Inc.MSCI819$469.9K0.2%Held
Moodys Corp916$467.9K0.2%Held
Pnc Finl Svcs Group Inc2.24K$467.8K0.2%Held
Wingstop Inc.WING1.95K$466K0.2%Held
Proassurance Corp19.3K$465.3K0.2%Held
Petco Health & Wellness Co I164.8K$463.1K0.2%Held
RTX CorpRTX2.52K$462.4K0.2%Held
Pvh Corporation6.9K$462.3K0.2%Held
M & T Bk Corp2.29K$462K0.2%Held
Kontoor Brands, Inc.KTB7.55K$461.1K0.2%Held
Gilead Sciences, Inc.GILD3.74K$459.4K0.2%Held
OppFi Inc.OPFI43.8K$458K0.2%Held
Ameriprise Finl Inc934$458K0.2%Held
Pennymac Mtg Invt Tr36.4K$456.2K0.2%Held
Willis Towers Watson PlcWTW1.38K$454.8K0.2%Held
Popular Inc3.65K$454.7K0.2%Held
Idexx Labs Inc669$452.6K0.2%Held
AdaptHealth Corp.AHCO45.3K$451.4K0.2%Held
Mineralys Therapeutics, Inc.MLYS12.4K$449.4K0.2%Held
Unitedhealth Group IncUNH1.36K$448.6K0.2%Held
Pinnacle Finl Partners Inc4.7K$448.5K0.2%Held
Icon PlcICLR2.46K$448.4K0.2%Held
STERIS plcSTE1.75K$444.9K0.2%Held
S&P Global Inc.SPGI850$444.2K0.2%Held
MARRIOTT VACATIONS WORLDWIDE CorpVAC7.66K$442.1K0.2%Held
Bio Rad Labs Inc1.46K$441.8K0.2%Held
Envista Holdings CorpNVST20.2K$438.7K0.2%Held
Advanced Energy Inds2.08K$436.3K0.2%Held
Dycom Inds Inc1.29K$435.9K0.2%Held
Corpay, Inc.CPAY1.45K$435.1K0.2%Held
Navient Corporation33.4K$433.7K0.2%Held
Rlj Lodging Tr58.1K$433.1K0.2%Held
RHRH2.41K$431.8K0.2%Held
Healthequity, Inc.HQY4.71K$431.3K0.2%Held
Sei Invts Co5.25K$430.2K0.2%Held
Progressive Corp1.87K$426.7K0.2%Held
Intercontinental Exchange In2.63K$425.5K0.2%Held
Cal-Maine Foods IncCALM5.33K$424.2K0.2%Held
Umb Finl Corp3.68K$423.2K0.2%Held
Neurocrine Biosciences IncNBIX2.98K$423.1K0.2%Held
GeneDx Holdings Corp.WGS3.25K$422.6K0.2%Held
Comfort Sys Usa Inc451$420.9K0.2%Held
First Amern Finl Corp6.83K$419.5K0.2%Held
A10 Networks, Inc.ATEN23.7K$419.3K0.2%Held
Q2 Hldgs Inc5.81K$419.1K0.2%Held
Vertiv Holdings CoVRT2.58K$417.5K0.2%Held
Blackstone Inc.BX2.69K$414.9K0.2%Held
Ftai Aviation Ltd2.08K$409.8K0.2%Held
Qiagen Nv9.05K$407.1K0.2%Held
Fedex CorpFDX1.41K$406.7K0.2%Held
Broadridge Finl Solutions In1.82K$406.6K0.2%Held
Quest Diagnostics IncDGX2.34K$406.6K0.2%Held
Houlihan Lokey, Inc.HLI2.32K$404.5K0.2%Held
Teleflex IncTFX3.29K$402K0.2%Held
Woodward, Inc.WWD1.32K$399.4K0.2%Held
WEX Inc.WEX2.67K$398.2K0.2%Held
Gallagher Arthur J & Co1.53K$394.9K0.2%Held
Newmont Corp3.93K$392.3K0.2%Held
Mastec IncMTZ1.8K$390.8K0.2%Held
Duolingo, Inc.DUOL2.22K$389.1K0.2%Held
Cigna GroupCI1.41K$388.4K0.2%Held
Labcorp Holdings Inc.LH1.54K$386.9K0.2%Held
Teladoc Health, Inc.TDOC55.1K$385.8K0.2%Held
Carpenter Technology CorpCRS1.22K$382.8K0.2%Held
Euronet Worldwide, Inc.EEFT5.02K$382.4K0.2%Held
PROG Holdings, Inc.PRG13K$382.2K0.2%Held
Mueller Inds Inc3.29K$377.7K0.2%Held
Resmed Inc1.55K$373.6K0.2%Held
Parker-Hannifin CorpPH421$370K0.2%Held
Howmet Aerospace Inc.HWM1.8K$369.4K0.2%Held
Deluxe CorpDLX16.5K$368K0.2%Held
Rockwell Automation, IncROK945$367.7K0.2%Held
Curtiss Wright CorpCW665$366.6K0.2%Held
Delta Air Lines Inc DelDAL5.25K$364.6K0.2%Held
Quanta Svcs Inc861$363.4K0.2%Held
Royal Gold IncRGLD1.62K$360.8K0.2%Held
Ge Aerospace1.15K$353.9K0.2%Held
Wabtec1.65K$352.6K0.2%Held
Kindercare Learning Companie81.1K$350.3K0.2%Held
Sprouts Fmrs Mkt Inc4.37K$348.1K0.2%Held
L3harris Technologies Inc1.18K$346.1K0.2%Held
Coinbase Global, Inc.COIN1.53K$346K0.2%Held
Phinia Inc.PHIN5.49K$343.9K0.2%Held
Nordson CorpNDSN1.43K$343.6K0.2%Held
Sterling Infrastructure, Inc.STRL1.12K$342.7K0.2%Held
Granite Constr Inc2.97K$342.5K0.2%Held
Union Pac Corp1.45K$336.3K0.2%Held
General Dynamics CorpGD994$334.6K0.2%Held
Norfolk Southn Corp1.15K$332.9K0.2%Held
Chart Inds Inc1.61K$331.8K0.2%Held
Camping World Hldgs Inc33.8K$329K0.2%Held
Crown Hldgs Inc3.19K$328.9K0.2%Held
Copa Holdings Sa2.72K$328.4K0.2%Held
Hubbell IncHUBB735$326.4K0.2%Held
Avery Dennison CorpAVY1.79K$325.7K0.2%Held
Oric Pharmaceuticals, Inc.ORIC39.6K$324K0.2%Held
Leidos Holdings, Inc.LDOS1.79K$323.6K0.2%Held
Heico Corp New998$322.9K0.2%Held
Adobe Inc.ADBE921$322.3K0.2%Held
Emerson Elec Co2.42K$321.1K0.2%Held
Sylvamo CorpSLVM6.63K$319.5K0.2%Held
Northrop Grumman Corp555$316.5K0.2%Held
Arcbest Corp4.25K$315.2K0.2%Held
Lincoln Elec Hldgs Inc1.31K$314.9K0.2%Held
Intuit Inc.INTU473$313.3K0.2%Held
Ball CorpBALL5.91K$313.2K0.2%Held
EMCOR Group, Inc.EME509$311.4K0.2%Held
Regal Rexnord CorpRRX2.2K$309.3K0.2%Held
Topbuild Corp736$307.1K0.2%Held
Biohaven Ltd.BHVN27.2K$306.6K0.2%Held
Stanley Black & Decker, Inc.SWK4.1K$304.5K0.2%Held
Hertz Global Hldgs Inc58.8K$302K0.2%Held
Agco Corp2.9K$302K0.2%Held
Trane Technologies PlcTT772$300.5K0.2%Held
Centuri Holdings, Inc.CTRI11.9K$299.9K0.2%Held
Workday, Inc.WDAY1.38K$297.3K0.1%Held
Brookfield Renewable CorpBEPC7.72K$296K0.1%Held
Frontier Group Hldgs Inc62K$292.2K0.1%Held
Eaton Corp PlcETN917$292.1K0.1%Held
Vulcan Matls Co1.02K$290.6K0.1%Held
Ardent Health, Inc.ARDT32.7K$289.2K0.1%Held
Jetblue Awys CorpJBLU63.3K$288.1K0.1%Held
Ecolab Inc.ECL1.1K$287.7K0.1%Held
Apple Inc.AAPL1.05K$285.2K0.1%Held
Brightview Hldgs Inc22.4K$283.8K0.1%Held
Packaging Corp Amer1.36K$281.3K0.1%Held
Spire Inc3.39K$280.5K0.1%Held
Equifax IncEFX1.29K$279K0.1%Held
Corteva, Inc.CTVA4.16K$279K0.1%Held
Scotts Miracle-Gro CoSMG4.78K$278.8K0.1%Held
Automatic Data Processing In1.08K$278.1K0.1%Held
Millerknoll, Inc.MLKN15K$274.2K0.1%Held
American Elec Pwr Co Inc2.37K$272.9K0.1%Held
Linde PlcLIN639$272.5K0.1%Held
CBIZ, Inc.CBZ5.37K$271K0.1%Held
Skywest IncSKYW2.69K$270.6K0.1%Held
Lennox Intl Inc556$270K0.1%Held
Entergy Corp New2.91K$269.3K0.1%Held
Forward Air CorpFWRD10.8K$269.1K0.1%Held
Huntsman CorpHUN26.8K$268.2K0.1%Held
DNOW Inc.DNOW20.2K$267.8K0.1%Held
Brookdale Sr Living Inc24K$259.1K0.1%Held
Carlisle Cos Inc807$258.1K0.1%Held
Atmos Energy CorpATO1.54K$257.6K0.1%Held
Public Svc Enterprise Grp In3.15K$253.3K0.1%Held
Wec Energy Group, Inc.WEC2.37K$250.4K0.1%Held
Duke Energy Corp New2.12K$248.5K0.1%Held
Veralto CorpVLTO2.42K$241.8K0.1%Held
Generac Hldgs Inc1.77K$241.5K0.1%Held
Nano Nuclear Energy Inc.NNE9.98K$239.6K0.1%Held
National Fuel Gas CoNFG2.96K$237K0.1%Held
American Wtr Wks Co Inc New1.78K$232.8K0.1%Held
Manpowergroup Inc Wis7.8K$231.8K0.1%Held
Owens Corning New2.07K$231.2K0.1%Held
Fiserv IncFISV3.39K$227.8K0.1%Held
Mosaic Co NewMOS9.28K$223.6K0.1%Held
Cheniere Energy, Inc.LNG1.08K$210.7K0.1%Held
Welltower Inc.WELL1.1K$203.8K0.1%Held
Uniti Group Inc.UNIT28.7K$201.4K0.1%Held
Xenia Hotels & Resorts, Inc.XHR12.8K$181.6K0.1%Held
Evolent Health, Inc.EVH44.8K$179.4K0.1%Held
Pebblebrook Hotel Tr15.7K$177.6K0.1%Held
Exp World Hldgs IncAGNT16.5K$149.2K0.1%Held
Real Brokerage IncREAX35.2K$128.5K0.1%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.