Optimize Financial Inc

Position in GMED — Globus Medical Inc

CIK 2033266 LAGUNA HILLS, CA

Position in GMED

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$400,422

-$37,701 QoQ

Shares Held

5,068

-0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#365

of 597 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Optimize Financial Inc holds $2,314,730 across 6 Medical Devices names. GMED ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITGR	Integer Holdings Corp	5,256	$491,173
2	PEN	Penumbra Inc	1,304	$411,738
3	STE	STERIS plc	1,916	$403,452
4	GMED	Globus Medical Inc This page	5,068	$400,422
5	SYK	Stryker Corp	1,212	$381,586
6	TMDX	TransMedics Group, Inc.	3,408	$226,359

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,422	5,068	-0.3%	Shares	Sole	2026-08-27
2026-03-31	$438,123	5,085	-28.5%	Shares	Sole	2026-05-12
2025-12-31	$620,774	7,110	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$401,462	7,010	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.