Optimize Financial Inc

Position in IQV — Iqvia Holdings Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in IQV

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

Position Value

$433,001

New position

Shares Held

2,539

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Optimize Financial Inc holds $1,714,444 across 4 Diagnostics & Research names. IQV ranks #3 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LH	Labcorp Holdings Inc.	1,643	$438,368
2	TMO	Thermo Fisher Scientific Inc.	883	$434,020
3	IQV	Iqvia Holdings Inc. This page	2,539	$433,001
4	IDXX	Idexx Laboratories Inc /De	728	$409,055

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$433,001	2,539	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.