OPTIMIZE FINANCIAL INC. - Portfolio overview

OPTIMIZE FINANCIAL INC. has 487 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. LITE - LUMENTUM HOLDINGS INC W I, 1.06%
2. SNDK - SANDISK CORP COM, 1.06%
3. PAL - PROFICIENT AUTO LOGISTICS IN, 1.00%

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

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