Optimize Financial Inc

Position in KLAC — Kla Corp

CIK 2033266 LAGUNA HILLS, CA

Position in KLAC

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

Position Value

$3,068,502

+$1,191,204 QoQ

Shares Held

20,840

+34.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.54%

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%

Technology · as of Mar 31, 2026

Optimize Financial Inc holds $12,434,447 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	20,840	$3,068,502
2	TER	Teradyne, Inc	10,263	$3,042,568
3	LRCX	Lam Research Corp	14,058	$3,003,632
4	AMAT	Applied Materials Inc /De	8,629	$2,949,305
5	NVMI	Nova Ltd.	853	$370,440

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,068,502	2,084	+34.9%	Shares	Sole	2026-05-12
2025-12-31	$1,877,298	1,545	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$1,644,865	1,525	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.