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OPTIMIZE FINANCIAL INC 13F Portfolio
OPTIMIZE FINANCIAL INC
Latest SEC 13F filing: 2026-06-30
OPTIMIZE FINANCIAL INC runs OPTIMIZE FINANCIAL INC and currently holds 294 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $278.37M. Their top holdings are SNDK, PENG, MU, AMD, STX. The top five represent 17.4% of reported portfolio weight. OPTIMIZE FINANCIAL INC ranks #634 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 97 positions. Their current best-performing preview position is PENG with returns of +331.88%.
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Top 5 Holdings
SNDK4.3%
PENG4.2%
MU3.1%
AMD3.0%
STX2.7%
Top 5: 17.4%
Portfolio Returns
1 Year
+49.26%
#175/10003 Year
+50.87%
#687/10005 Year
+50.87%
#681/1000Portfolio Value
$278.37M
Alpha Score
49.3
#634 of 1000
Holdings
294
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OPTIMIZE FINANCIAL INC Current 13F Holdings
Reported holdings from OPTIMIZE FINANCIAL INC's latest SEC 13F filing, ranked by portfolio weight.
294 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDK SANDISK CORP | 4.33% | $635.34 | $1,581.82 | +148.97% | Trimmed -0.34% |
 PENG PENGUIN SOLUTIONS INC | 4.18% | $20.75 | $76.28 | +267.61% | Trimmed -0.35% |
 MU MICRON TECHNOLOGY INC | 3.13% | $169.00 | $1,029.00 | +508.88% | Trimmed -0.34% |
 AMD ADVANCED MICRO DEVICES INC | 3.03% | $140.37 | $608.10 | +333.21% | Trimmed -0.34% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 2.74% | $391.76 | $783.00 | +99.87% | Trimmed -0.34% |
 WDC WESTERN DIGITAL CORP | 2.61% | $270.49 | $397.28 | +46.87% | Trimmed -0.34% |
 KLAC KLA CORP | 2.25% | $118.18 | $195.57 | +65.48% | Added +896.55% |
 AMAT APPLIED MATLS INC | 2.23% | $147.70 | $507.03 | +243.28% | Trimmed -0.34% |
 LRCX LAM RESEARCH CORP | 2.18% | $213.66 | $318.84 | +49.23% | Trimmed -0.34% |
 TTMI TTM TECHNOLOGIES INC | 2.13% | $97.42 | $121.01 | +24.21% | Trimmed -0.35% |
Showing 1-10 of 294