Optimize Financial Inc

Position in RH — Rh

CIK 2033266 LAGUNA HILLS, CA

Position in RH

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

Position Value

$630,168

+$198,417 QoQ

Shares Held

4,507

+87.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.32%

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%

Consumer Cyclical · as of Mar 31, 2026

Optimize Financial Inc holds $2,002,717 across 3 Specialty Retail names. RH ranks #3 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	955	$695,106
2	FIVE	Five Below, Inc	2,965	$677,443
3	RH	Rh This page	4,507	$630,168

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$630,168	4,507	+87.0%	Shares	Sole	2026-05-12
2025-12-31	$431,751	2,410	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$483,114	2,378	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.