Optimize Financial Inc
Position in MAR — Marriott International Inc /Md/
CIK 2033266
LAGUNA HILLS, CA
Position in MAR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$646,944
-$61,644 QoQ
Shares Held
1,978
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Mar 31, 2026Optimize Financial Inc holds $646,944 across 1 Lodging name. MAR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
1,978 | $646,944 |
All Filings in MAR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,944 | 1,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $708,588 | 2,284 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $586,510 | 2,252 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $710,619 | 2,601 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $623,845 | 2,619 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $646,303 | 2,317 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||