Optimize Financial Inc
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationlaguna hills, CA
- CIK0002033266
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
231 | $163.44M | TTMI, AMD, COMM, CRWD | 13F-HR | Aug 13, 2025 | 000203326625000005 | ||
219 | $137.94M | 1848782D, AAPL, CDNS, AMD | NEW HOLDINGS | May 19, 2025 | 000203326625000003 | ||
3 | $127.86M | OPTZ, ATEN, AAPL | 13F-HR | May 14, 2025 | 000203326625000002 | ||
234 | $133.43M | APP, TTMI, CRM, CRWD | 13F-HR | Feb 13, 2025 | 000203326625000001 |