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OPTIMIZE FINANCIAL INC 13F portfolio summary

OPTIMIZE FINANCIAL INC of OPTIMIZE FINANCIAL INC has 296 current stock holdings with a reported portfolio value of $203.3M. The portfolio 1 year return is +15.52%. Top holdings include BV (0.00%), LITE (1.67%), SNDK (1.67%), STX (1.54%), TTMI (1.53%).

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OPTIMIZE FINANCIAL INC

OPTIMIZE FINANCIAL INC
Latest filing: 2026-03-31

OPTIMIZE FINANCIAL INC runs OPTIMIZE FINANCIAL INC and currently holds 296 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $203.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OPTIMIZE FINANCIAL INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OPTIMIZE FINANCIAL INC's portfolio at OPTIMIZE FINANCIAL INC has delivered returns of +15.52%. Their 3-year annualized return is +7.99%. Looking at the 5-year horizon, OPTIMIZE FINANCIAL INC has achieved +7.99% annualized returns at OPTIMIZE FINANCIAL INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.52%
#0/1000
3 Year
+7.99%
#0/1000
5 Year
+7.99%
#0/1000

Portfolio Value

$203.29M

Alpha Score

8.8

#0 of 1000

Holdings

296

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change