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Optimize Financial Inc

Q1 2026 13F Holdings

  • Location
    laguna hills, CA
  • Num holdings

    297

  • Value ($000)

    $203,288

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0002033266
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LITE

LUMENTUM HOLDINGS INC W I

COM
55024U109
$3.38M
2 %

4,806

---

SANDISK CORP COM

COM
80004C200
$3.38M
2 %

5,314

S
STX

SEAGATE TECHNOLOGY HLDNGS PLC ORD

COM
G7997R103
$3.11M
2 %

7,943

T
TTMI

TTM TECHNOLOGIES

COM
87305R109
$3.11M
2 %

31,877

W
WDC

WESTERN DIGITAL CORP COM

COM
958102105
$3.09M
2 %

11,426

K
KLAC

KLA CORPORATION

COM
482480100
$3.07M
2 %

2,084

T
TER

TERADYNE INC

COM
880770102
$3.04M
2 %

10,263

A
AAPL

APPLE INC COM

COM
037833100
$3.01M
2 %

11,861

---

LAM RESEARCH CORP

COM
512807306
$3M
2 %

14,058

M
MTSI

MACOM TECHNOLOGY SOLUTIONS H

COM
55405Y100
$3M
2 %

13,504

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