Optimize Financial Inc

Position in STE — STERIS plc

CIK 2033266 LAGUNA HILLS, CA

Position in STE

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

Position Value

$425,011

-$19,916 QoQ

Shares Held

1,922

+9.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Optimize Financial Inc holds $2,496,200 across 6 Medical Devices names. STE ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITGR	Integer Holdings Corp	5,274	$464,112
2	GMED	Globus Medical Inc	5,085	$438,123
3	PEN	Penumbra Inc	1,308	$429,507
4	STE	STERIS plc This page	1,922	$425,011
5	SYK	Stryker Corp	1,216	$399,565
6	TMDX	TransMedics Group, Inc.	3,419	$339,882

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$425,011	1,922	+9.5%	Shares	Sole	2026-05-12
2025-12-31	$444,927	1,755	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$428,318	1,731	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.