Optimize Financial Inc
Top Portfolio Positions
277 positions ·
$176,631,333 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PAL |
Proficient Auto Logistics, Inc
|
372,967 | $3,595,401 | 2.04% |
| WBD |
Warner Bros. Discovery, Inc.
|
123,696 | $3,564,918 | 2.02% |
| LITE |
Lumentum Holdings Inc.
|
9,394 | $3,462,534 | 1.96% |
| MU |
Micron Technology Inc
|
10,689 | $3,050,747 | 1.73% |
| AMAT |
Applied Materials Inc /De
|
8,584 | $2,206,002 | 1.25% |
| MKSI |
Mks Inc
|
13,435 | $2,146,913 | 1.22% |
| APP |
AppLovin Corp
|
3,050 | $2,055,151 | 1.16% |
| TDC |
Teradata Corp /De/
|
66,763 | $2,032,265 | 1.15% |
| AMD |
Advanced Micro Devices Inc
|
9,266 | $1,984,406 | 1.12% |
| TWLO |
Twilio Inc
|
13,835 | $1,967,890 | 1.11% |
Portfolio Trend
Holdings in PLGO
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $514,534 | 26,292 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $470,375 | 25,916 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $407,403 | 24,572 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $400,917 | 24,748 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $319,251 | 17,609 | Shares | Sole | 2025-02-13 | |
| No quarters match your search. | ||||||