Optimize Financial Inc
- SEC CIK
- 0002033266
- Latest filing
- Aug 27, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only.
- Positions
- 234
- No filing for Q3 2024
- Portfolio value
- $133.4M
- No filing for Q3 2024
Optimize Financial Inc did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 11,551 | $3.74M | 2.8% | – | – | History |
| TTMITTM Technologies Inc | COM | 96,474 | $2.39M | 1.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 6,988 | $2.34M | 1.8% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,717 | $2.30M | 1.7% | – | – | History |
| WIXWix.com Ltd. | SHS | 10,605 | $2.28M | 1.7% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 11,503 | $2.27M | 1.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 16,829 | $2.26M | 1.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 2,084 | $2.21M | 1.7% | – | – | History |
| FFIVF5, Inc. | Stock | 8,648 | $2.17M | 1.6% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 6,891 | $2.07M | 1.6% | – | – | History |
| QLYSQualys, Inc. | COM | 13,931 | $1.95M | 1.5% | – | – | History |
| BHEBenchmark Electronics Inc | COM | 42,198 | $1.92M | 1.4% | – | – | History |
| DELLDell Technologies Inc. | Stock | 16,226 | $1.87M | 1.4% | – | – | History |
| DJTTrump Media & Technology Group Corp. | Stock | 54,676 | $1.86M | 1.4% | – | – | History |
| ITRIItron, Inc. | COM | 17,107 | $1.86M | 1.4% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 3,992 | $1.85M | 1.4% | – | – | History |
| PENGPenguin Solutions, Inc. | SHS | 95,966 | $1.84M | 1.4% | – | – | History |
| INFNInfinera Corp | COM | 275,970 | $1.81M | 1.4% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 8,241 | $1.81M | 1.4% | – | – | History |
| INTCIntel Corp | Stock | 89,130 | $1.79M | 1.3% | – | – | History |
| SNPSSynopsys Inc | COM | 3,676 | $1.78M | 1.3% | – | – | History |
| TELTE Connectivity plc | Stock | 11,999 | $1.72M | 1.3% | – | – | History |
| ROPRoper Technologies Inc | Stock | 3,016 | $1.57M | 1.2% | – | – | History |
| FSLRFirst Solar, Inc. | Stock | 8,332 | $1.47M | 1.1% | – | – | History |
| IDCCInterDigital, Inc. | COM | 7,067 | $1.37M | 1.0% | – | – | History |
| NFLXNetflix Inc | Stock | 1,462 | $1.30M | 1.0% | – | – | History |
| CRUSCirrus Logic, Inc. | Stock | 13,082 | $1.30M | 1.0% | – | – | History |
| DISWalt Disney Co | Stock | 11,037 | $1.23M | 0.9% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 14,484 | $1.18M | 0.9% | – | – | History |
| RNGRingCentral, Inc. | CL A | 33,319 | $1.17M | 0.9% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,945 | $1.14M | 0.9% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 5,053 | $1.12M | 0.8% | – | – | History |
| TAT&T Inc. | Stock | 46,515 | $1.06M | 0.8% | – | – | History |
| EATBrinker International, Inc | Stock | 7,692 | $1.02M | 0.8% | – | – | History |
| TSLATesla, Inc. | Stock | 2,517 | $1.02M | 0.8% | – | – | History |
| EAElectronic Arts Inc. | COM | 6,761 | $989.1K | 0.7% | – | – | History |
| CMCSAComcast Corp | Stock | 24,555 | $921.5K | 0.7% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 160,097 | $850.1K | 0.6% | – | – | History |
| UNFIUnited Natural Foods Inc | COM | 30,946 | $845.1K | 0.6% | – | – | History |
| WWWWolverine World Wide Inc | COM | 36,290 | $802.0K | 0.6% | – | – | History |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 198,310 | $789.3K | 0.6% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 3,386 | $781.1K | 0.6% | – | – | History |
| CVNACarvana Co. | CL A | 3,800 | $772.8K | 0.6% | – | – | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 29,953 | $770.7K | 0.6% | – | – | History |
| LULUlululemon athletica inc. | Stock | 1,998 | $764.1K | 0.6% | – | – | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 35,808 | $755.5K | 0.6% | – | – | History |
| DECKDeckers Outdoor Corp | COM | 3,708 | $753.1K | 0.6% | – | – | History |
| RLRalph Lauren Corp | CL A | 3,060 | $706.8K | 0.5% | – | – | History |
| HBIHanesbrands Inc. | COM | 83,809 | $682.2K | 0.5% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 13,278 | $682.0K | 0.5% | – | – | History |
| FIVEFive Below, Inc | COM | 6,412 | $673.0K | 0.5% | – | – | History |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 173,278 | $660.2K | 0.5% | – | – | History |
| MARMarriott International Inc | Stock | 2,317 | $646.3K | 0.5% | – | – | History |
| ACHRArcher Aviation Inc. | Stock | 66,070 | $644.2K | 0.5% | – | – | History |
| WHRWhirlpool Corp | Stock | 5,410 | $619.3K | 0.5% | – | – | History |
| GRMNGarmin Ltd | SHS | 2,942 | $606.8K | 0.5% | – | – | History |
| DANDANA Inc | COM | 52,117 | $602.5K | 0.5% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 1,374 | $597.6K | 0.4% | – | – | History |
| PVHPVH Corp. | COM | 5,523 | $584.1K | 0.4% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 2,036 | $580.4K | 0.4% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 6,611 | $569.6K | 0.4% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 2,249 | $558.4K | 0.4% | – | – | History |
| DKSDick's Sporting Goods, Inc. | Stock | 2,434 | $557.0K | 0.4% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 468 | $555.0K | 0.4% | – | – | History |
| DPZDominos Pizza Inc | COM | 1,295 | $543.6K | 0.4% | – | – | History |
| ENREnergizer Holdings, Inc. | COM | 15,316 | $534.4K | 0.4% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,163 | $533.8K | 0.4% | – | – | History |
| SIGSignet Jewelers Ltd | SHS | 6,591 | $532.0K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,822 | $528.2K | 0.4% | – | – | History |
| YETIYETI Holdings, Inc. | COM | 13,607 | $524.0K | 0.4% | – | – | History |
| ETSYEtsy Inc | COM | 9,906 | $523.9K | 0.4% | – | – | History |
| PCTPureCycle Technologies, Inc. | COM | 50,491 | $517.5K | 0.4% | – | – | History |
| CHDNChurchill Downs Inc | COM | 3,867 | $516.4K | 0.4% | – | – | History |
| APOApollo Global Management, Inc. | COM | 3,096 | $511.3K | 0.4% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 3,371 | $509.9K | 0.4% | – | – | History |
| HAPNHappen, Inc. | COM NEW | 30,672 | $496.6K | 0.4% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 52,937 | $493.9K | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 535 | $490.2K | 0.4% | – | – | History |
| TAPMolson Coors Beverage Co | CL B | 8,486 | $486.4K | 0.4% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 4,528 | $474.1K | 0.4% | – | – | History |
| BZHBeazer Homes USA Inc | COM NEW | 17,154 | $471.0K | 0.4% | – | – | History |
| APTVAptiv PLC | Stock | 7,730 | $467.5K | 0.4% | – | – | History |
| GPCGenuine Parts Co | Stock | 3,949 | $461.1K | 0.3% | – | – | History |
| LEALear Corp | COM NEW | 4,786 | $453.2K | 0.3% | – | – | History |
| CROXCrocs, Inc. | COM | 4,108 | $449.9K | 0.3% | – | – | History |
| XYZBlock, Inc. | CL A | 5,244 | $445.7K | 0.3% | – | – | History |
| LNWOLight & Wonder, Inc. | COM | 5,032 | $434.7K | 0.3% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 1,903 | $420.6K | 0.3% | – | – | History |
| ARESAres Management Corp | CL A COM STK | 2,336 | $413.5K | 0.3% | – | – | History |
| ODPODP Corp | COM | 18,041 | $410.3K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,685 | $408.3K | 0.3% | – | – | History |
| KKRKKR & Co. Inc. | COM | 2,760 | $408.2K | 0.3% | – | – | History |
| FISVFiserv Inc | Stock | 1,969 | $404.5K | 0.3% | – | – | History |
| DOLEDole plc | ORD SHS | 29,862 | $404.3K | 0.3% | – | – | History |
| CLColgate Palmolive Co | Stock | 4,403 | $400.3K | 0.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 695 | $398.0K | 0.3% | – | – | History |
| MELIMercadolibre Inc | COM | 234 | $397.9K | 0.3% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 742 | $395.1K | 0.3% | – | – | History |
| BLKBlackRock, Inc. | Stock | 383 | $392.6K | 0.3% | – | – | History |
| NATLNCR Atleos Corp | COM SHS | 11,535 | $391.3K | 0.3% | – | – | History |