Position in EVEX
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$300,903
+$2,562 QoQ
Shares Held
119,882
-0.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#35
of 147 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVEX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Optimize Financial Inc holds $4,163,894 across 12 Aerospace & Defense names. EVEX ranks #9 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIR |
Aar Corp
|
3,226 | $461,092 | |
| 2 | HEI |
Heico Corp
|
1,153 | $410,687 | |
| 3 | GE |
General Electric Co
|
1,083 | $404,749 | |
| 4 | WWD |
Woodward, Inc.
|
931 | $396,084 | |
| 5 | HXL |
Hexcel Corp /De/
|
3,952 | $395,437 | |
| 6 | ATRO |
Astronics Corp
|
4,623 | $375,664 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
1,337 | $361,698 | |
| 8 | BA |
Boeing Co
|
1,515 | $327,952 |
All Filings in EVEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,903 | 119,882 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $298,341 | 120,299 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||