Optimize Financial Inc
Top Portfolio Positions
295 positions ·
$202,184,981 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CGEM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,125 | 28,158 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $143,175 | 11,755 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||