Optimize Financial Inc

Position in JCI — Johnson Controls International plc

CIK 2033266 LAGUNA HILLS, CA

Position in JCI

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

Position Value

$386,314

+$38,904 QoQ

Shares Held

2,644

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,018

of 1,599 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Optimize Financial Inc holds $1,181,476 across 3 Building Products & Equipment names. JCI ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXC	SPX Technologies, Inc.	1,711	$419,485
2	JCI	Johnson Controls International plc This page	2,644	$386,314
3	NX	Quanex Building Products CORP	20,176	$375,677

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,314	2,644	-0.3%	Shares	Sole	2026-08-27
2026-03-31	$347,410	2,653	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.