Optimize Financial Inc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationlaguna hills, CA
- CIK0002033266
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
323 | $192.02 M | PAL, WBD, APP, MU | 13F-HR | Nov 4, 2025 | 000203326625000007 | ||
231 | $163.44 M | TTMI, AMD, COMM, CRWD | 13F-HR | Aug 13, 2025 | 000203326625000005 | ||
219 | $137.94 M | 1848782D, AAPL, CDNS, AMD | NEW HOLDINGS | May 19, 2025 | 000203326625000003 | ||
3 | $127.86 M | OPTZ, ATEN, AAPL | 13F-HR | May 14, 2025 | 000203326625000002 | ||
234 | $133.43 M | APP, TTMI, CRM, CRWD | 13F-HR | Feb 13, 2025 | 000203326625000001 |