Optimize Financial Inc Top Holdings and 13F Report (2025) About Optimize Financial IncInvestment ActivityOptimize Financial Inc has $137.94 million in total holdings as of March 31, 2025.Optimize Financial Inc owns shares of 219 different stocks, but just 112 companies or ETFs make up 80% of its holdings.Approximately 36.98% of the portfolio was purchased this quarter.About 27.28% of the portfolio was sold this quarter.This quarter, Optimize Financial Inc has purchased 234 new stocks and bought additional shares in 101 stocks.Optimize Financial Inc sold shares of 52 stocks and completely divested from 81 stocks this quarter.Largest Holdings Intel $2,093,340Apple $1,979,845Cadence Design Systems $1,965,462Advanced Micro Devices $1,962,539VeriSign $1,942,359 Largest New Holdings this Quarter 037833100 - Apple $1,979,845 Holding007903107 - Advanced Micro Devices $1,962,539 Holding92343E102 - VeriSign $1,942,359 Holding00971T101 - Akamai Technologies $1,819,622 Holding816850101 - Semtech $1,804,418 Holding Largest Purchases this Quarter Apple 8,913 shares (about $1.98M)Advanced Micro Devices 19,102 shares (about $1.96M)VeriSign 7,651 shares (about $1.94M)Akamai Technologies 22,604 shares (about $1.82M)Semtech 52,454 shares (about $1.80M) Largest Sales this Quarter APPLOVIN CORP 7,009 shares (about $1.86M)F5 2,028 shares (about $540.00K)CrowdStrike 1,508 shares (about $531.69K)Brinker International 2,860 shares (about $426.28K)United Natural Foods 13,848 shares (about $379.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOptimize Financial Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINTCIntel$2,093,340$69,197 ▲3.4%92,1771.5%Computer and TechnologyAAPLApple$1,979,845$1,979,845 ▲New Holding8,9131.4%Computer and TechnologyCDNSCadence Design Systems$1,965,462$212,874 ▲12.1%7,7281.4%Computer and TechnologyAMDAdvanced Micro Devices$1,962,539$1,962,539 ▲New Holding19,1021.4%Computer and TechnologyVRSNVeriSign$1,942,359$1,942,359 ▲New Holding7,6511.4%Computer and TechnologyGDDYGoDaddy$1,907,322$164,828 ▼-8.0%10,5881.4%Computer and TechnologyMSIMotorola Solutions$1,891,339$143,602 ▲8.2%4,3201.4%Computer and TechnologyFSLRFirst Solar$1,861,555$808,140 ▲76.7%14,7241.3%EnergyITRIItron$1,840,633$48,504 ▲2.7%17,5701.3%Computer and TechnologyCRWDCrowdStrike$1,836,589$531,691 ▼-22.5%5,2091.3%Computer and TechnologyROPRoper Technologies$1,831,825$53,652 ▲3.0%3,1071.3%Computer and TechnologyNVDANVIDIA$1,819,917$4,010 ▼-0.2%16,7921.3%Computer and TechnologyAKAMAkamai Technologies$1,819,622$1,819,622 ▲New Holding22,6041.3%Computer and TechnologySNPSSynopsys$1,805,887$229,435 ▲14.6%4,2111.3%Computer and TechnologySMTCSemtech$1,804,418$1,804,418 ▲New Holding52,4541.3%Computer and TechnologyQLYSQualys$1,781,658$27,327 ▲1.6%14,1481.3%Computer and TechnologyDELLDell Technologies$1,779,613$300,613 ▲20.3%19,5241.3%Computer and TechnologyAMATApplied Materials$1,771,770$1,771,770 ▲New Holding12,2091.3%Computer and TechnologyBAHBooz Allen Hamilton$1,763,428$1,763,428 ▲New Holding16,8621.3%Business ServicesTE CONNECTIVITY PLC$1,762,967$67,268 ▲4.0%12,4751.3%ORD SHSFFIVF5$1,762,707$539,995 ▼-23.5%6,6201.3%Computer and TechnologySGHSMART Global$1,756,368$89,438 ▲5.4%101,1151.3%Computer and TechnologyPANWPalo Alto Networks$1,753,497$1,753,497 ▲New Holding10,2761.3%Computer and TechnologyCRMSalesforce$1,750,512$124,787 ▼-6.7%6,5231.3%Computer and TechnologyCRUSCirrus Logic$1,742,368$438,681 ▲33.6%17,4841.3%Computer and TechnologyASTERA LABS INC$1,717,601$1,717,601 ▲New Holding28,7851.2%COMCOMMCommScope$1,709,613$1,709,613 ▲New Holding321,9611.2%Computer and TechnologyTTMITTM Technologies$1,684,589$294,093 ▼-14.9%82,1351.2%Computer and TechnologyNOWServiceNow$1,656,767$2,388 ▼-0.1%2,0811.2%Computer and TechnologyACLSAxcelis Technologies$1,601,907$1,601,907 ▲New Holding32,2511.2%Computer and TechnologyEAElectronic Arts$1,468,323$491,223 ▲50.3%10,1601.1%Consumer DiscretionaryTAT&T$1,458,343$142,899 ▲10.9%51,5681.1%Computer and TechnologyIDCCInterDigital$1,404,660$56,443 ▼-3.9%6,7941.0%Computer and TechnologyCMCSAComcast$1,396,960$490,881 ▲54.2%37,8581.0%Consumer DiscretionarySPOTSpotify Technology$1,351,974$1,351,974 ▲New Holding2,4581.0%Business ServicesNFLXNetflix$1,318,597$44,761 ▼-3.3%1,4141.0%Consumer DiscretionaryDWACDigital World Acquisition$1,257,321$188,952 ▲17.7%64,3460.9%Business ServicesDISWalt Disney$1,249,542$160,190 ▲14.7%12,6600.9%Consumer DiscretionaryMETAMeta Platforms$1,229,376$108,356 ▲9.7%2,1330.9%Computer and TechnologyAPPLOVIN CORP$1,203,494$1,857,175 ▼-60.7%4,5420.9%COM CL AWEBTOON ENTMT INC$1,132,376$1,132,376 ▲New Holding147,6370.8%COMLUMNLumen Technologies$1,091,826$464,246 ▲74.0%278,5270.8%Business ServicesASTSAST SpaceMobile$943,346$129,072 ▲15.9%41,4840.7%Computer and TechnologySIGSignet Jewelers$836,993$454,320 ▲118.7%14,4160.6%Retail/WholesaleGIIIG-III Apparel Group$761,643$761,643 ▲New Holding27,8480.6%Consumer DiscretionaryORLYO'Reilly Automotive$757,835$87,387 ▲13.0%5290.5%Retail/WholesaleCROXCrocs$756,994$320,724 ▲73.5%7,1280.5%Consumer DiscretionaryULTAUlta Beauty$744,443$240,817 ▲47.8%2,0310.5%Retail/WholesaleCVNACarvana$738,680$55,824 ▼-7.0%3,5330.5%Retail/WholesaleEATBrinker International$720,210$426,283 ▼-37.2%4,8320.5%Retail/WholesaleBURLBurlington Stores$717,373$232,133 ▲47.8%3,0100.5%Retail/WholesaleSBHSally Beauty$712,034$712,034 ▲New Holding78,8520.5%Retail/WholesaleTSLATesla$710,617$58,311 ▲8.9%2,7420.5%Auto/Tires/TrucksMCDMcDonald's$710,017$140,879 ▲24.8%2,2730.5%Retail/WholesaleWWWWolverine World Wide$704,862$203,697 ▲40.6%51,0400.5%Consumer DiscretionaryWHRWhirlpool$699,138$211,535 ▲43.4%7,7570.5%Consumer DiscretionaryCAKECheesecake Factory$697,638$697,638 ▲New Holding14,3370.5%Retail/WholesaleETSYEtsy$696,188$228,823 ▲49.0%14,7560.5%Retail/WholesaleCHDNChurchill Downs$692,299$262,792 ▲61.2%6,2330.5%Consumer DiscretionaryYETIYETI$691,128$240,736 ▲53.5%20,8800.5%Consumer DiscretionaryGRMNGarmin$690,256$51,460 ▲8.1%3,1790.5%Computer and TechnologyHBIHanesbrands$686,745$203,167 ▲42.0%119,0200.5%Consumer DiscretionaryLOWLowe's Companies$680,099$175,622 ▲34.8%2,9160.5%Retail/WholesaleDOMINOS PIZZA INC$677,229$82,242 ▲13.8%1,4740.5%COMAMZNAmazon.com$665,529$665,529 ▲New Holding3,4980.5%Retail/WholesaleDKSDICK'S Sporting Goods$664,745$174,148 ▲35.5%3,2980.5%Retail/WholesaleDANDana$663,474$31,246 ▼-4.5%49,7730.5%Auto/Tires/TrucksWYNNWynn Resorts$661,905$109,886 ▲19.9%7,9270.5%Consumer DiscretionaryROSTRoss Stores$659,013$228,233 ▲53.0%5,1570.5%Retail/WholesalePVHPVH$652,799$295,792 ▲82.9%10,0990.5%Consumer DiscretionaryRCLRoyal Caribbean Cruises$646,314$49,306 ▼-7.1%3,1460.5%Consumer DiscretionaryNCLHNorwegian Cruise Line$642,554$74,645 ▲13.1%33,8900.5%Consumer DiscretionaryAPTIV PLC$642,481$182,546 ▲39.7%10,7980.5%COM SHSALVAutoliv$639,670$639,670 ▲New Holding7,2320.5%Auto/Tires/TrucksRLRalph Lauren$636,614$38,850 ▼-5.8%2,8840.5%Consumer DiscretionaryANFAbercrombie & Fitch$632,038$632,038 ▲New Holding8,2760.5%Retail/WholesaleMARMarriott International$623,846$71,936 ▲13.0%2,6190.5%Consumer DiscretionaryFIVEFive Below$622,627$142,208 ▲29.6%8,3100.5%Retail/WholesaleDECKDeckers Outdoor$604,780$190,189 ▲45.9%5,4090.4%Retail/WholesaleLVSLas Vegas Sands$598,379$85,450 ▲16.7%15,4900.4%Consumer DiscretionaryLNWLight & Wonder$582,106$146,284 ▲33.6%6,7210.4%Consumer DiscretionaryLULULululemon Athletica$578,292$12,738 ▲2.3%2,0430.4%Consumer DiscretionaryBUNGE GLOBAL SA$513,084$159,106 ▲44.9%6,7140.4%COM SHSWBAWalgreens Boots Alliance$500,114$91,192 ▼-15.4%44,7730.4%Retail/WholesaleSTZConstellation Brands$493,302$144,063 ▲41.3%2,6880.4%Consumer StaplesCVSCVS Health$490,917$61,788 ▼-11.2%7,2460.4%MedicalENREnergizer$483,507$25,252 ▲5.5%16,1600.4%Consumer StaplesTAPMolson Coors Beverage$480,386$36,157 ▼-7.0%7,8920.3%Consumer StaplesCLColgate-Palmolive$480,119$67,558 ▲16.4%5,1240.3%Consumer StaplesCHDChurch & Dwight$473,057$25,431 ▼-5.1%4,2970.3%Consumer StaplesDOLE(DOLE)$471,605$40,099 ▲9.3%32,6370.3%Consumer StaplesUNFIUnited Natural Foods$468,314$379,297 ▼-44.7%17,0980.3%Consumer StaplesMELIMercadoLibre$464,307$7,803 ▲1.7%2380.3%Retail/WholesalePEPPepsiCo$459,116$56,527 ▲14.0%3,0620.3%Consumer StaplesLINEAGE INC$454,852$124,589 ▲37.7%7,7580.3%COMSPNTSiriusPoint$436,123$436,123 ▲New Holding25,2240.3%FinanceCOSTCostco Wholesale$436,005$69,988 ▼-13.8%4610.3%Retail/WholesaleTGTTarget$430,589$430,589 ▲New Holding4,1260.3%Retail/WholesaleMKTXMarketAxess$413,661$143,656 ▲53.2%1,9120.3%FinanceCOOPMr. Cooper Group$408,793$38,870 ▼-8.7%3,4180.3%FinanceShowing largest 100 holdings. 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