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Equibles

Optimize Financial Inc

Location
LAGUNA HILLS, CA
Portfolio Value
Small $202,184,981
Diversification
Diversified
Filing Date
Global Rank
#3,828 / 8,232 ▲ 336
Top Industry
Semiconductors 8.4%
3Y Alpha vs SPY
+10.8%
Period ended 2 months ago
Filed May 12, 2026 · 33d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+38.8%
SPY
+23.4%
Annualised alpha
+10.8%
Max drawdown
−23.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

295 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
1.7%
−0.2 pts
Top 5
7.9%
−0.2 pts
Top 10
15.4%
+2.0 pts
HHI
75
Dec 2024 → Mar 2026 · range 49 – 92
Diversified+22

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 48.2% $97,387,070
Healthcare 11.9% $24,128,976
Consumer Cyclical 10.6% $21,476,919
Financial Services 10.1% $20,474,362
Industrials 9.0% $18,291,351
Consumer Defensive 4.5% $9,054,458
Communication Services 2.3% $4,745,203
Basic Materials 1.1% $2,217,905
Energy 0.9% $1,757,886
Utilities 0.7% $1,490,638
Real Estate 0.6% $1,160,213

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
VYX +251,473 356,989 $2,259,740
PENG +97,116 153,470 $2,701,072
ULCC +35,001 97,037 $342,540
HTZ +26,500 85,261 $393,053
QRVO +21,070 36,094 $2,793,675
BHVN +17,523 44,679 $377,984
AAPL +10,812 11,861 $3,010,203
PTC +10,662 17,222 $2,453,962
ARW +9,256 20,254 $2,904,626
NVDA +7,331 15,759 $2,748,369
KSS +5,831 42,383 $546,740
AMD +5,297 14,563 $2,962,551
BV +5,217 27,615 $325,580
IBM +5,193 10,826 $2,624,114
NNE +4,942 14,922 $305,602
MAN +4,274 12,070 $355,582
DUOL +4,070 6,287 $619,709
PMT +3,715 40,065 $467,157
ADI +3,192 8,873 $2,822,856
MSI +3,154 6,082 $2,639,405
MLKN +2,822 17,821 $257,691
RLJ +2,633 60,761 $450,846
RH +2,097 4,507 $630,168
PFSI +1,627 5,526 $482,972
BX +1,622 4,314 $496,066

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
SBGI −75,156 33,469 $433,088
TRVI −29,593 31,890 $380,447
UNIT −14,457 14,275 $133,899
NFLX −7,327 4,855 $466,808
ORIC −7,284 32,328 $409,595
ANDE −4,815 9,842 $706,458
LITE −4,588 4,806 $3,377,464
FRPT −3,247 7,710 $454,581
MU −3,121 7,568 $2,556,773
RDDT −2,518 3,746 $504,398
APP −2,115 935 $372,130
GMED −2,025 5,085 $438,123
VRT −1,183 1,394 $349,308
KRYS −1,145 1,710 $441,727
SR −1,041 2,351 $212,859
FIVE −983 2,965 $677,443
AEIS −912 1,172 $378,216
FTAI −741 1,341 $328,545
PLGO −709 25,583 $488,891
TMDX −700 3,419 $339,882
GILD −664 3,079 $429,120
NFG −626 2,334 $219,302
MTZ −584 1,214 $390,592
FDX −439 969 $345,138
WWD −387 934 $334,297

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
SNDK 5,314 $3,376,196
STX 7,943 $3,111,749
TTMI 31,877 $3,105,457
WDC 11,426 $3,090,618
TER 10,263 $3,042,568
LRCX 14,058 $3,003,632
MTSI 13,504 $2,998,833
FN 5,725 $2,985,702
FSLR 14,810 $2,921,420
KEYS 10,286 $2,904,457
TEL 13,613 $2,845,389
COHR 11,888 $2,831,840
APH 21,250 $2,684,937
CLVT 1,022,763 $2,587,590
MSFT 6,852 $2,536,404
CSIQ 175,148 $2,425,799
CVSA 6,279 $723,654
CASY 955 $695,106
DCH 115,050 $682,246
KOD 17,828 $679,603
GO 96,386 $679,521
AAP 12,732 $671,613
BWA 12,370 $671,196
MGM 18,015 $666,735
ORKA 13,442 $659,330

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
PAL 372,967 $3,595,401
WBD 123,696 $3,564,918
MKSI 13,435 $2,146,913
TDC 66,763 $2,032,265
TWLO 13,835 $1,967,890
SMTC 23,112 $1,703,123
TKO 7,748 $1,619,332
JBL 6,649 $1,516,104
QCOM 8,770 $1,500,108
MPWR 1,615 $1,463,771
DIS 12,804 $1,456,711
UCTT 57,359 $1,452,903
ARRY 156,377 $1,441,795
CRDO 9,970 $1,434,583
DELL 11,208 $1,410,863
OKTA 15,344 $1,326,795
META 2,008 $1,325,460
TDY 2,553 $1,303,893
VSCO 23,074 $1,249,918
CMCSA 44,340 $1,242,100
TMUS 5,944 $1,206,869
ROP 2,704 $1,203,631
CHTR 5,740 $1,198,225
NOW 7,674 $1,175,580
COGT 33,024 $1,173,012

Portfolio Positions

Export CSV View 13F filing
295 positions · $202,184,981 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 295 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History
LITE
Lumentum Holdings Inc.
Technology 		4,806 $3,377,464 1.67%
SNDK
Sandisk Corp
Technology 		5,314 $3,376,196 1.67%
STX
Seagate Technology Holdings plc
Technology 		7,943 $3,111,749 1.54%
TTMI
Ttm Technologies Inc
Technology 		31,877 $3,105,457 1.54%
WDC
Western Digital Corp
Technology 		11,426 $3,090,618 1.53%
KLAC
Kla Corp
Technology 		2,084 $3,068,502 1.52%
TER
Teradyne, Inc
Technology 		10,263 $3,042,568 1.50%
AAPL
Apple Inc.
Technology 		11,861 $3,010,203 1.49%
LRCX
Lam Research Corp
Technology 		14,058 $3,003,632 1.49%
MTSI
MACOM Technology Solutions Holdings, Inc.
Technology 		13,504 $2,998,833 1.48%
FN
Fabrinet
Technology 		5,725 $2,985,702 1.48%
AMD
Advanced Micro Devices Inc
Technology 		14,563 $2,962,551 1.47%
AMAT
Applied Materials Inc /De
Technology 		8,629 $2,949,305 1.46%
FSLR
First Solar, Inc.
Technology 		14,810 $2,921,420 1.44%
ARW
Arrow Electronics, Inc.
Technology 		20,254 $2,904,626 1.44%
KEYS
Keysight Technologies, Inc.
Technology 		10,286 $2,904,457 1.44%
TEL
TE Connectivity plc
Technology 		13,613 $2,845,389 1.41%
COHR
Coherent Corp.
Technology 		11,888 $2,831,840 1.40%
ADI
Analog Devices Inc
Technology 		8,873 $2,822,856 1.40%
QRVO
Qorvo, Inc.
Technology 		36,094 $2,793,675 1.38%
NVDA
Nvidia Corp
Technology 		15,759 $2,748,369 1.36%
PENG
Penguin Solutions, Inc.
Technology 		153,470 $2,701,072 1.34%
APH
Amphenol Corp /De/
Technology 		21,250 $2,684,937 1.33%
MSI
Motorola Solutions, Inc.
Technology 		6,082 $2,639,405 1.31%
IBM
International Business Machines Corp
Technology 		10,826 $2,624,114 1.30%
CLVT
Clarivate PLC
Technology 		1,022,763 $2,587,590 1.28%
MU
Micron Technology Inc
Technology 		7,568 $2,556,773 1.26%
MSFT
Microsoft Corp
Technology 		6,852 $2,536,404 1.25%
PTC
Ptc Inc.
Technology 		17,222 $2,453,962 1.21%
CSIQ
Canadian Solar Inc.
Technology 		175,148 $2,425,799 1.20%
VYX
NCR Voyix Corp
Technology 		356,989 $2,259,740 1.12%
CVSA
Covista Inc.
Consumer Defensive 		6,279 $723,654 0.36%
ANDE
Andersons, Inc.
Consumer Defensive 		9,842 $706,458 0.35%
CASY
Caseys General Stores Inc
Consumer Cyclical 		955 $695,106 0.34%
DCH
Dauch Corp
Consumer Cyclical 		115,050 $682,246 0.34%
BURL
Burlington Stores, Inc.
Consumer Cyclical 		2,096 $681,996 0.34%
KOD
Kodiak Sciences Inc.
Healthcare 		17,828 $679,603 0.34%
GO
Grocery Outlet Holding Corp.
Consumer Defensive 		96,386 $679,521 0.34%
EAT
Brinker International, Inc
Consumer Cyclical 		4,753 $678,585 0.34%
FIVE
Five Below, Inc
Consumer Cyclical 		2,965 $677,443 0.34%
AAP
Advance Auto Parts Inc
Consumer Cyclical 		12,732 $671,613 0.33%
BWA
Borgwarner Inc
Consumer Cyclical 		12,370 $671,196 0.33%
MGM
MGM Resorts International
Consumer Cyclical 		18,015 $666,735 0.33%
ORKA
Oruka Therapeutics, Inc.
Healthcare 		13,442 $659,330 0.33%
BYD
Boyd Gaming Corp
Consumer Cyclical 		7,997 $657,193 0.33%
RL
Ralph Lauren Corp
Consumer Cyclical 		1,893 $651,173 0.32%
USFD
US Foods Holding Corp.
Consumer Defensive 		7,041 $649,250 0.32%
AN
Autonation, Inc.
Consumer Cyclical 		3,324 $649,044 0.32%
MAR
Marriott International Inc /Md/
Consumer Cyclical 		1,978 $646,944 0.32%
VSTS
Vestis Corp
Industrials 		81,530 $640,825 0.32%

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