Optimize Financial Inc

Position in SIRI — Sirius Xm Holdings Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in SIRI

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$690,792

+$149,197 QoQ

Shares Held

23,385

-0.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#247

of 594 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Optimize Financial Inc holds $2,341,946 across 4 Entertainment names. SIRI ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROKU	Roku, Inc	5,174	$714,736
2	SIRI	Sirius Xm Holdings Inc. This page	23,385	$690,792
3	FWONA	Liberty Media Corp	6,211	$590,914
4	NFLX	Netflix Inc	4,839	$345,504

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$690,792	23,385	-0.3%	Shares	Sole	2026-08-27
2026-03-31	$541,595	23,466	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.