Optimize Financial Inc

Position in SPXC — SPX Technologies, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in SPXC

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

Position Value

$419,485

+$76,388 QoQ

Shares Held

1,711

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#314

of 510 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Optimize Financial Inc holds $1,181,476 across 3 Building Products & Equipment names. SPXC ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXC	SPX Technologies, Inc. This page	1,711	$419,485
2	JCI	Johnson Controls International plc	2,644	$386,314
3	NX	Quanex Building Products CORP	20,176	$375,677

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,485	1,711	-0.3%	Shares	Sole	2026-08-27
2026-03-31	$343,097	1,716	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.