Optimize Financial Inc

Position in TMO — Thermo Fisher Scientific Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in TMO

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

Position Value

$434,020

-$72,419 QoQ

Shares Held

883

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

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 $1,714,444 across 4 Diagnostics & Research names. TMO ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LH	Labcorp Holdings Inc.	1,643	$438,368
2	TMO	Thermo Fisher Scientific Inc. This page	883	$434,020
3	IQV	Iqvia Holdings Inc.	2,539	$433,001
4	IDXX	Idexx Laboratories Inc /De	728	$409,055

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$434,020	883	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$506,439	874	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$418,087	862	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.