Optimize Financial Inc

Position in HCA — HCA Healthcare, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in HCA

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

Position Value

$393,262

-$82,935 QoQ

Shares Held

831

-18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

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%

Healthcare · as of Mar 31, 2026

Optimize Financial Inc holds $1,157,780 across 3 Medical Care Facilities names. HCA ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UHS	Universal Health Services Inc	2,300	$411,631
2	HCA	HCA Healthcare, Inc. This page	831	$393,262
3	THC	Tenet Healthcare Corp	1,870	$352,887

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$393,262	831	-18.5%	Shares	Sole	2026-05-12
2025-12-31	$476,197	1,020	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$429,609	1,008	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.