Optimize Financial Inc

Position in SOLV — Solventum Corp

CIK 2033266 LAGUNA HILLS, CA

Position in SOLV

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

Position Value

$416,940

New position

Shares Held

6,385

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

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%

Healthcare · as of Mar 31, 2026

Optimize Financial Inc holds $2,079,269 across 5 Medical Instruments & Supplies names. SOLV ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RGEN	Repligen Corp	3,693	$435,109
2	BDX	Becton Dickinson & Co	2,652	$416,973
3	SOLV	Solventum Corp This page	6,385	$416,940
4	ISRG	Intuitive Surgical Inc	904	$416,734
5	RMD	Resmed Inc	1,753	$393,513

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$416,940	6,385	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.