Optimize Financial Inc

Position in ANDE — Andersons, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in ANDE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$706,458

-$72,854 QoQ

Shares Held

9,842

-32.9% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Optimize Financial Inc holds $1,977,770 across 3 Food Distribution names. ANDE ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDE	Andersons, Inc. This page	9,842	$706,458
2	USFD	US Foods Holding Corp.	7,041	$649,250
3	PFGC	Performance Food Group Co	7,262	$622,062

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$706,458	9,842	-32.9%	Shares	Sole	2026-05-12
2025-12-31	$779,312	14,657	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$575,214	14,449	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.