Optimize Financial Inc

Position in PFGC — Performance Food Group Co

CIK 2033266 LAGUNA HILLS, CA

Position in PFGC

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

Position Value

$622,062

New position

Shares Held

7,262

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

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%

Consumer Defensive · as of Mar 31, 2026

Optimize Financial Inc holds $1,977,770 across 3 Food Distribution names. PFGC ranks #3 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDE	Andersons, Inc.	9,842	$706,458
2	USFD	US Foods Holding Corp.	7,041	$649,250
3	PFGC	Performance Food Group Co This page	7,262	$622,062

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$622,062	7,262	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.