OPTIMA CAPITAL LLC - Portfolio overview

OPTIMA CAPITAL LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 4.46%
2. DFAC - DIMENSIONAL ETF TRUST, 4.36%
3. JPIE - J P MORGAN EXCHANGE TRADED F, 3.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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