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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 297 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $203.29M. Their top holdings are LITE, SNDK, STX, TTMI, WDC. The top five represent 7.9% of reported portfolio weight. OPTIMIZE FINANCIAL INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, OPTIMIZE FINANCIAL INC initiated 58 new positions. They added to 28 existing positions. They trimmed 13 positions. Their current best-performing preview position is LITE with returns of +90.66%.
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297 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LITE LUMENTUM HOLDINGS INC W I | 1.66% | $165.60 | $866.71 | +423.38% | Trimmed -48.84% |
 SNDK SANDISK CORP COM | 1.66% | $635.34 | $1,596.10 | +151.22% | New Buy |
 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD | 1.53% | $391.76 | $850.00 | +116.97% | New Buy |
 TTMI TTM TECHNOLOGIES | 1.53% | $97.42 | $110.54 | +13.47% | New Buy |
 WDC WESTERN DIGITAL CORP COM | 1.52% | $270.49 | $459.44 | +69.85% | New Buy |
 KLAC KLA CORPORATION | 1.51% | $1,181.76 | $183.99 | -84.43% | Added +34.89% |
 TER TERADYNE INC | 1.50% | $296.46 | $375.74 | +26.74% | New Buy |
 AAPL APPLE INC COM | 1.48% | $250.99 | $309.35 | +23.25% | Added +1030.70% |
 LRCX LAM RESEARCH CORP | 1.48% | $213.66 | $314.00 | +46.96% | New Buy |
 MTSI MACOM TECHNOLOGY SOLUTIONS H | 1.48% | $222.07 | $266.61 | +20.06% | New Buy |
Showing 1-10 of 297