Optimize Financial Inc Top Holdings and 13F Report (2026) About Optimize Financial IncInvestment ActivityOptimize Financial Inc has $203.29 million in total holdings as of March 31, 2026.Optimize Financial Inc owns shares of 297 different stocks, but just 173 companies or ETFs make up 80% of its holdings.Approximately 64.59% of the portfolio was purchased this quarter.About 63.21% of the portfolio was sold this quarter.This quarter, Optimize Financial Inc has purchased 320 new stocks and bought additional shares in 69 stocks.Optimize Financial Inc sold shares of 63 stocks and completely divested from 187 stocks this quarter.Largest Holdings Lumentum $3,377,465SANDISK CORP COM $3,376,197Seagate Technology $3,111,750TTM Technologies $3,105,457Western Digital $3,090,619 Largest New Holdings this Quarter 80004C200 - SANDISK CORP COM $3,376,197 HoldingG7997R103 - Seagate Technology $3,111,750 Holding87305R109 - TTM Technologies $3,105,457 Holding958102105 - Western Digital $3,090,619 Holding880770102 - Teradyne $3,042,569 Holding Largest Purchases this Quarter SANDISK CORP COM 5,314 shares (about $3.38M)Seagate Technology 7,943 shares (about $3.11M)TTM Technologies 31,877 shares (about $3.11M)Western Digital 11,426 shares (about $3.09M)Teradyne 10,263 shares (about $3.04M) Largest Sales this Quarter Lumentum 4,588 shares (about $3.22M)Micron Technology 3,121 shares (about $1.05M)Sinclair 75,156 shares (about $972.52K)APPLOVIN CORP COM CL A 2,115 shares (about $841.77K)Liberty Media Corporation - Liberty Formula One Series C 8,690 shares (about $738.82K) 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 PortfolioSectorLITELumentum$3,377,465$3,224,263 â–¼-48.8%4,8061.7%Computer and TechnologySANDISK CORP COM$3,376,197$3,376,197 â–²New Holding5,3141.7%COMSTXSeagate Technology$3,111,750$3,111,750 â–²New Holding7,9431.5%Computer and TechnologyTTMITTM Technologies$3,105,457$3,105,457 â–²New Holding31,8771.5%Computer and TechnologyWDCWestern Digital$3,090,619$3,090,619 â–²New Holding11,4261.5%Computer and TechnologyKLACKLA$3,068,502$793,629 â–²34.9%2,0841.5%Computer and TechnologyTERTeradyne$3,042,569$3,042,569 â–²New Holding10,2631.5%Computer and TechnologyAAPLApple$3,010,203$2,743,977 â–²1,030.7%11,8611.5%Computer and TechnologyLAM RESEARCH CORP$3,003,632$3,003,632 â–²New Holding14,0581.5%COMMTSIMACOM Technology Solutions$2,998,833$2,998,833 â–²New Holding13,5041.5%Computer and TechnologyFNFabrinet$2,985,702$2,985,702 â–²New Holding5,7251.5%Computer and TechnologyAMDAdvanced Micro Devices$2,962,551$1,077,569 â–²57.2%14,5631.5%Computer and TechnologyAMATApplied Materials$2,949,306$15,381 â–²0.5%8,6291.5%Computer and TechnologyFSLRFirst Solar$2,921,421$2,921,421 â–²New Holding14,8101.4%EnergyARWArrow Electronics$2,904,626$1,327,403 â–²84.2%20,2541.4%Computer and TechnologyKEYSKeysight Technologies$2,904,458$2,904,458 â–²New Holding10,2861.4%Computer and TechnologyTE CONNECTIVITY PLC COM$2,845,389$2,845,389 â–²New Holding13,6131.4%COMCOHRCoherent$2,831,840$2,831,840 â–²New Holding11,8881.4%Business ServicesADIAnalog Devices$2,822,856$1,015,503 â–²56.2%8,8731.4%Computer and TechnologyQRVOQorvo$2,793,676$1,630,818 â–²140.2%36,0941.4%Computer and TechnologyNVDANVIDIA$2,748,370$1,278,527 â–²87.0%15,7591.4%Computer and TechnologyPENGUIN SOLUTIONS INC$2,701,072$1,709,242 â–²172.3%153,4701.3%COMAPHAmphenol$2,684,938$2,684,938 â–²New Holding21,2501.3%Computer and TechnologyMSIMotorola Solutions$2,639,406$1,368,742 â–²107.7%6,0821.3%Computer and TechnologyIBMInternational Business Machines$2,624,114$1,258,731 â–²92.2%10,8261.3%Computer and TechnologyCLVTClarivate$2,587,590$2,587,590 â–²New Holding1,022,7631.3%Computer and TechnologyMUMicron Technology$2,556,773$1,054,399 â–¼-29.2%7,5681.3%Computer and TechnologyMSFTMicrosoft$2,536,405$2,536,405 â–²New Holding6,8521.2%Computer and TechnologyPTCPTC$2,453,963$1,519,229 â–²162.5%17,2221.2%Computer and TechnologyCSIQCanadian Solar$2,425,800$2,425,800 â–²New Holding175,1481.2%EnergyNCR CORPORATION$2,259,740$1,591,824 â–²238.3%356,9891.1%COMATGEAdtalem Global Education$723,655$723,655 â–²New Holding6,2790.4%Consumer DiscretionaryANDEAndersons$706,459$345,621 â–¼-32.9%9,8420.3%Basic MaterialsCASYCasey's General Stores$695,106$695,106 â–²New Holding9550.3%Retail/WholesaleAMERICAN AXLE & MFG HLDGS INC$682,247$682,247 â–²New Holding115,0500.3%COMBURLBurlington Stores$681,996$5,857 â–²0.9%2,0960.3%Retail/WholesaleKODKodiak Sciences$679,603$679,603 â–²New Holding17,8280.3%MedicalGOGrocery Outlet$679,521$679,521 â–²New Holding96,3860.3%Consumer StaplesEATBrinker International$678,586$132,491 â–²24.3%4,7530.3%Retail/WholesaleFIVEFive Below$677,443$224,596 â–¼-24.9%2,9650.3%Retail/WholesaleAAPAdvance Auto Parts$671,613$671,613 â–²New Holding12,7320.3%Retail/WholesaleBWABorgWarner$671,196$671,196 â–²New Holding12,3700.3%Auto/Tires/TrucksMGMMGM Resorts International$666,735$666,735 â–²New Holding18,0150.3%Consumer DiscretionaryORUKA THERAPEUTICS INC$659,330$659,330 â–²New Holding13,4420.3%COMBYDBoyd Gaming$657,193$82,180 â–²14.3%7,9970.3%Consumer DiscretionaryRLRalph Lauren$651,173$15,136 â–¼-2.3%1,8930.3%Consumer DiscretionaryUSFDUS Foods$649,251$649,251 â–²New Holding7,0410.3%Consumer StaplesANAutoNation$649,044$649,044 â–²New Holding3,3240.3%Retail/WholesaleMARMarriott International$646,944$100,083 â–¼-13.4%1,9780.3%Consumer DiscretionaryVESTIS CORPORATION COM SHS$640,826$640,826 â–²New Holding81,5300.3%COMHASHasbro$634,702$634,702 â–²New Holding6,7810.3%Consumer DiscretionaryCVNACarvana$634,104$121,351 â–²23.7%2,0170.3%Retail/WholesaleCOSTCostco Wholesale$633,729$6,975 â–²1.1%6360.3%Retail/WholesaleRHRH$630,169$293,203 â–²87.0%4,5070.3%Consumer StaplesTPRTapestry$627,234$627,234 â–²New Holding4,4450.3%Retail/WholesaleAMZNAmazon.com$625,851$73,728 â–²13.4%3,0050.3%Retail/WholesaleINGRIngredion$623,122$90,579 â–²17.0%5,5310.3%Consumer StaplesYUMYum! Brands$622,542$622,542 â–²New Holding4,0040.3%Retail/WholesalePFGCPerformance Food Group$622,063$622,063 â–²New Holding7,2620.3%Retail/WholesaleDUOLINGO INC COM USD0.0001 CLASS A$619,710$401,180 â–²183.6%6,2870.3%COMPEPPepsiCo$618,520$618,520 â–²New Holding3,9830.3%Consumer StaplesPMPhilip Morris International$617,710$2,315 â–¼-0.4%3,7360.3%Consumer StaplesDECKDeckers Outdoor$615,253$615,253 â–²New Holding6,1470.3%Retail/WholesaleGRMNGarmin$610,650$19,025 â–²3.2%2,6320.3%Computer and TechnologyADNTAdient$608,604$608,604 â–²New Holding30,1140.3%Auto/Tires/TrucksMCDMcDonald's$606,973$10,256 â–²1.7%1,9530.3%Retail/WholesalePLNTPlanet Fitness$605,974$605,974 â–²New Holding8,1470.3%Consumer DiscretionarySNSharkNinja$605,324$57,080 â–²10.4%5,7160.3%Retail/WholesaleNOMDNomad Foods$594,936$594,936 â–²New Holding61,9080.3%Consumer StaplesDOLEDole$594,807$594,807 â–²New Holding41,6240.3%Consumer StaplesTOLToll Brothers$592,143$592,143 â–²New Holding4,3390.3%ConstructionELVNEnliven Therapeutics$590,156$590,156 â–²New Holding15,0550.3%MedicalUPBDUpbound Group$588,340$588,340 â–²New Holding32,5950.3%FinanceWHRWhirlpool$587,998$587,998 â–²New Holding10,9050.3%Consumer DiscretionarySOMNIGROUP INTERNATIONAL INC COM$586,851$586,851 â–²New Holding7,9390.3%COMCVSCVS Health$585,405$585,405 â–²New Holding8,1510.3%MedicalGANNETT CO INC$578,770$578,770 â–²New Holding82,0950.3%COMLILAKLiberty Global$572,771$572,771 â–²New Holding64,9400.3%Computer and TechnologyDOMINOS PIZZA INC$562,942$562,942 â–²New Holding1,5690.3%COMIBPInstalled Building Products$555,224$555,224 â–²New Holding2,0940.3%ConstructionSJMJ. M. Smucker$550,769$550,769 â–²New Holding5,7110.3%Consumer StaplesUTHRUnited Therapeutics$549,692$84,796 â–¼-13.4%9270.3%MedicalATENA10 Networks$547,9440.0%23,7000.3%Computer and TechnologyWGOWinnebago Industries$547,221$547,221 â–²New Holding17,6580.3%Auto/Tires/TrucksKSSKohl's$546,741$75,220 â–²16.0%42,3830.3%Retail/WholesaleSIRIUSXM HOLDINGS INC COM$541,595$541,595 â–²New Holding23,4660.3%COMZMZoom Communications$541,587$541,587 â–²New Holding6,7370.3%Computer and TechnologyDOORDASH INC CL A$536,936$169,069 â–²46.0%3,5760.3%COMFWONKLiberty Media Corporation - Liberty Formula One Series C$529,845$738,824 â–¼-58.2%6,2320.3%Consumer DiscretionaryBOOTBoot Barn$526,457$41,420 â–²8.5%3,5970.3%Retail/WholesaleCARAvis Budget Group$525,352$525,352 â–²New Holding3,6020.3%TransportationNWLNewell Brands$518,403$518,403 â–²New Holding151,1380.3%Consumer StaplesREDDIT INC$504,399$339,049 â–¼-40.2%3,7460.2%COMBXBlackstone$496,067$186,514 â–²60.3%4,3140.2%FinanceBFHBread Financial$493,974$493,974 â–²New Holding6,5960.2%FinanceTCBITexas Capital Bancshares$491,858$10,437 â–¼-2.1%5,1840.2%FinanceROKURoku$491,267$491,267 â–²New Holding5,1920.2%Consumer DiscretionaryALLYAlly Financial$490,885$490,885 â–²New Holding12,5130.2%FinanceGSThe Goldman Sachs Group$490,674$43,991 â–¼-8.2%5800.2%FinanceBKBNY$490,416$490,416 â–²New Holding4,1340.2%FinanceShowing largest 100 holdings. 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