Optimize Financial Inc

Position in SPXC — SPX Technologies, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in SPXC

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

Position Value

$343,097

New position

Shares Held

1,716

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

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%

Industrials · as of Mar 31, 2026

Optimize Financial Inc holds $1,054,327 across 3 Building Products & Equipment names. SPXC ranks #3 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NX	Quanex Building Products CORP	20,246	$363,820
2	JCI	Johnson Controls International plc	2,653	$347,410
3	SPXC	SPX Technologies, Inc. This page	1,716	$343,097

1 filing row on record

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