Optimize Financial Inc Top Holdings and 13F Report (2025) About Optimize Financial IncInvestment ActivityOptimize Financial Inc has $133.43 million in total holdings as of December 31, 2024.Optimize Financial Inc owns shares of 234 different stocks, but just 122 companies or ETFs make up 80% of its holdings.Largest Holdings APPLOVIN CORP $3,740,560TTM Technologies $2,387,732Salesforce $2,336,298CrowdStrike $2,298,289Wix.com $2,275,303 Sector AllocationMap of 500 Largest Holdings ofOptimize Financial Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAPPLOVIN CORP$3,740,56011,5512.8%COM CL ATTMITTM Technologies$2,387,73296,4741.8%Computer and TechnologyCRMSalesforce$2,336,2986,9881.8%Computer and TechnologyCRWDCrowdStrike$2,298,2896,7171.7%Computer and TechnologyWIXWix.com$2,275,30310,6051.7%Computer and TechnologyGDDYGoDaddy$2,270,34711,5031.7%Computer and TechnologyNVDANVIDIA$2,259,96616,8291.7%Computer and TechnologyNOWServiceNow$2,209,2902,0841.7%Computer and TechnologyFFIVF5$2,174,7138,6481.6%Computer and TechnologyCDNSCadence Design Systems$2,070,4706,8911.6%Computer and TechnologyQLYSQualys$1,953,40513,9311.5%Computer and TechnologyBHEBenchmark Electronics$1,915,78942,1981.4%Computer and TechnologyDELLDell Technologies$1,869,88416,2261.4%Computer and TechnologyDWACDigital World Acquisition$1,864,45254,6761.4%Business ServicesITRIItron$1,857,47817,1071.4%Computer and TechnologyMSIMotorola Solutions$1,845,2223,9921.4%Computer and TechnologySGHSMART Global$1,841,58895,9661.4%Computer and TechnologyINFNInfinera$1,813,123275,9701.4%Computer and TechnologyIBMInternational Business Machines$1,811,6198,2411.4%Computer and TechnologyINTCIntel$1,787,05789,1301.3%Computer and TechnologySNPSSynopsys$1,784,1833,6761.3%Computer and TechnologyTE CONNECTIVITY PLC$1,715,49711,9991.3%ORD SHSROPRoper Technologies$1,567,8683,0161.2%Computer and TechnologyFSLRFirst Solar$1,468,4328,3321.1%EnergyIDCCInterDigital$1,369,0197,0671.0%Computer and TechnologyNFLXNetflix$1,303,1101,4621.0%Consumer DiscretionaryCRUSCirrus Logic$1,302,70613,0821.0%Computer and TechnologyDISWalt Disney$1,228,97011,0370.9%Consumer DiscretionaryZMZoom Video Communications$1,182,03914,4840.9%Computer and TechnologyRNGRingCentral$1,166,49833,3190.9%Computer and TechnologyMETAMeta Platforms$1,138,8171,9450.9%Computer and TechnologyTMUST-Mobile US$1,115,3495,0530.8%Computer and TechnologyTAT&T$1,059,14746,5150.8%Computer and TechnologyEATBrinker International$1,017,5757,6920.8%Retail/WholesaleTSLATesla$1,016,4652,5170.8%Auto/Tires/TrucksEAElectronic Arts$989,1346,7610.7%Consumer DiscretionaryCMCSAComcast$921,54924,5550.7%Consumer DiscretionaryLUMNLumen Technologies$850,115160,0970.6%Business ServicesUNFIUnited Natural Foods$845,13530,9460.6%Consumer StaplesWWWWolverine World Wide$802,00936,2900.6%Consumer DiscretionaryAMC ENTMT HLDGS INC$789,274198,3100.6%CL A NEWRCLRoyal Caribbean Cruises$781,1163,3860.6%Consumer DiscretionaryCVNACarvana$772,7683,8000.6%Retail/WholesaleNCLHNorwegian Cruise Line$770,69129,9530.6%Consumer DiscretionaryLULULululemon Athletica$764,0551,9980.6%Consumer DiscretionaryASTSAST SpaceMobile$755,54935,8080.6%Computer and TechnologyDECKDeckers Outdoor$753,0583,7080.6%Retail/WholesaleRLRalph Lauren$706,7993,0600.5%Consumer DiscretionaryHBIHanesbrands$682,20583,8090.5%Consumer DiscretionaryLVSLas Vegas Sands$681,95813,2780.5%Consumer DiscretionaryFIVEFive Below$673,0046,4120.5%Retail/WholesaleWOOFPetco Health and Wellness$660,189173,2780.5%Retail/WholesaleMARMarriott International$646,3042,3170.5%Consumer DiscretionaryACHRArcher Aviation$644,18366,0700.5%AerospaceWHRWhirlpool$619,3375,4100.5%Consumer DiscretionaryGRMNGarmin$606,8172,9420.5%Computer and TechnologyDANDana$602,47352,1170.5%Auto/Tires/TrucksULTAUlta Beauty$597,5941,3740.4%Retail/WholesalePVHPVH$584,0575,5230.4%Consumer DiscretionaryBURLBurlington Stores$580,3822,0360.4%Retail/WholesaleWYNNWynn Resorts$569,6046,6110.4%Consumer DiscretionaryCOINCoinbase Global$558,4272,2490.4%FinanceDKSDICK'S Sporting Goods$556,9972,4340.4%Retail/WholesaleORLYO'Reilly Automotive$554,9544680.4%Retail/WholesaleDOMINOS PIZZA INC$543,5891,2950.4%COMENREnergizer$534,37515,3160.4%Consumer StaplesLOWLowe's Companies$533,8282,1630.4%Retail/WholesaleSIGSignet Jewelers$531,9606,5910.4%Retail/WholesaleMCDMcDonald's$528,1801,8220.4%Retail/WholesaleYETIYETI$524,00613,6070.4%Consumer DiscretionaryETSYEtsy$523,9289,9060.4%Retail/WholesalePURECYCLE TECHNOLOGIES INC$517,53350,4910.4%COMCHDNChurchill Downs$516,3993,8670.4%Consumer DiscretionaryAPOApollo Global Management$511,3353,0960.4%FinanceROSTRoss Stores$509,9313,3710.4%Retail/WholesaleLCLendingClub$496,58030,6720.4%FinanceWBAWalgreens Boots Alliance$493,90252,9370.4%Retail/WholesaleCOSTCostco Wholesale$490,2045350.4%Retail/WholesaleTAPMolson Coors Beverage$486,4188,4860.4%Consumer StaplesCHDChurch & Dwight$474,1274,5280.4%Consumer StaplesBZHBeazer Homes USA$471,04917,1540.4%ConstructionAPTIV PLC$467,5107,7300.4%COM SHSGPCGenuine Parts$461,0853,9490.3%Retail/WholesaleLEALear$453,2344,7860.3%Auto/Tires/TrucksCROXCrocs$449,9494,1080.3%Consumer DiscretionaryBLOCK INC$445,6885,2440.3%CL ALNWLight & Wonder$434,6645,0320.3%Consumer DiscretionarySTZConstellation Brands$420,5631,9030.3%Consumer StaplesARESAres Management$413,5422,3360.3%FinanceODPODP$410,25218,0410.3%Retail/WholesalePEPPepsiCo$408,2812,6850.3%Consumer StaplesKKRKKR & Co. Inc.$408,2322,7600.3%FinanceFIFiserv$404,4721,9690.3%Business ServicesDOLE(DOLE)$404,33129,8620.3%Consumer StaplesCLColgate-Palmolive$400,2774,4030.3%Consumer StaplesGSThe Goldman Sachs Group$397,9716950.3%FinanceMELIMercadoLibre$397,9032340.3%Retail/WholesaleAMPAmeriprise Financial$395,0637420.3%FinanceBLACKROCK INC$392,6173830.3%COMNCR ATLEOS CORPORATION$391,26711,5350.3%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
