Optimize Financial Inc

Position in ROKU — Roku, Inc

CIK 2033266 LAGUNA HILLS, CA

Position in ROKU

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

Position Value

$491,267

New position

Shares Held

5,192

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

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%

Communication Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,029,514 across 4 Entertainment names. ROKU ranks #3 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SIRI	Sirius Xm Holdings Inc.	23,466	$541,595
2	FWONA	Liberty Media Corp	6,232	$529,844
3	ROKU	Roku, Inc This page	5,192	$491,267
4	NFLX	Netflix Inc	4,855	$466,808

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$491,267	5,192	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.