Optimize Financial Inc

CIK
0002033266
City
LAGUNA HILLS
State / Country
CA

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

5 quarters · across all stocks

Holdings in PLGO

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2025-12-31 $514,534 26,292
2025-09-30 $470,375 25,916
2025-06-30 $407,403 24,572
2025-03-31 $400,917 24,748
2024-12-31 $319,251 17,609