Optimize Financial Inc

data from 30/09/2025

Capitalization

$ 192.023 M 17.49 %

Average holding period

2 ans

Performance

$ 18.397 M 5.17 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Optimize Financial Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PAL PROFICIENT AUTO LOGISTICS IN 1.65% 3.167 M $ 459699 2025/06/30 -113.392 K $ -5.10 %
2025/09/30 WBD WARNER BROS DISCOVERY INC SERIES A 1.24% 2.381 M $ 121920 2025/09/30 0.000 $ 0.00 %
2025/09/30 APP APPLOVIN CORP COM CL A 1.13% 2.163 M $ 3010 2024/12/31 1.662 M $ 105.25 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.92% 1.763 M $ 10537 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMAT APPLIED MATERIALS INC 0.90% 1.733 M $ 8464 2025/03/31 262.705 K $ 11.84 %
2025/09/30 KLAC KLA CORP COM NEW 0.86% 1.645 M $ 1525 2025/09/30 0.000 $ 0.00 %
2025/09/30 MKSI MKS INC 0.85% 1.639 M $ 13243 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMTC SEMTECH CORP 0.85% 1.628 M $ 22780 2025/03/31 1.370 M $ 58.29 %
2025/09/30 SBGI SINCLAIR BROADCAST GROUP INC CL A 0.84% 1.617 M $ 107065 2025/09/30 0.000 $ 0.00 %
2025/09/30 WIX WIX COM LTD 0.84% 1.604 M $ 9032 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATUS ALTICE USA INC A 0.83% 1.595 M $ 661678 2025/09/30 0.000 $ 0.00 %
2025/09/30 LBRDK LIBERTY BROADBAND C 0.82% 1.568 M $ 24676 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBM INTL BUSINESS MACHINES CORP 0.82% 1.567 M $ 5553 2025/09/30 0.000 $ 0.00 %
2025/09/30 DELL DELL TECHNOLOGIES INC CL C 0.82% 1.566 M $ 11048 2024/12/31 371.629 K $ 15.64 %
2025/09/30 NVDA NVIDIA CORP 0.82% 1.565 M $ 8390 2024/12/31 476.709 K $ 18.10 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC NEW 0.81% 1.557 M $ 5660 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMC AMC ENTMT HLDGS INC CL A NEW 0.81% 1.555 M $ 536082 2025/09/30 0.000 $ 0.00 %
2025/09/30 TKO TKO GROUP HOLDINGS INC 0.80% 1.543 M $ 7640 2025/09/30 0.000 $ 0.00 %
2025/09/30 UCTT ULTRA CLEAN HOLDINGS 0.80% 1.541 M $ 56535 2025/09/30 0.000 $ 0.00 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL COM 0.80% 1.536 M $ 14710 2025/09/30 0.000 $ 0.00 %
2025/09/30 VEEV VEEVA SYSTEMS INC CLASS A 0.79% 1.510 M $ 5067 2025/09/30 0.000 $ 0.00 %
2025/09/30 LITE LUMENTUM HOLDINGS INC W I 0.78% 1.507 M $ 9262 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.77% 1.478 M $ 9134 2025/03/31 377.233 K $ 14.02 %
2025/09/30 TDY TELEDYNE TECHNOLOGIES INC COM 0.77% 1.475 M $ 2517 2025/09/30 0.000 $ 0.00 %
2025/09/30 MPWR MONOLITHIC POWER SYSTEMS INC 0.76% 1.468 M $ 1595 2025/09/30 0.000 $ 0.00 %
2025/09/30 PENG PENGUIN SOLUTIONS INC 0.76% 1.460 M $ 55546 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.76% 1.458 M $ 1986 2024/12/31 -7.861 K $ -0.50 %
2025/09/30 DIS DISNEY WALT CO COM 0.75% 1.445 M $ 12624 2024/12/31 -119.027 K $ -7.67 %
2025/09/30 NFLX NETFLIX COM INC 0.75% 1.440 M $ 1201 2024/12/31 -196.854 K $ -10.47 %
2025/09/30 QCOM QUALCOMM INC COM 0.75% 1.438 M $ 8646 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRDO CREDO TECHNOLOGY GROUP HOLDINGS 0.75% 1.431 M $ 9830 2025/09/30 0.000 $ 0.00 %
2025/09/30 JBL JABIL INC 0.74% 1.424 M $ 6557 2025/09/30 0.000 $ 0.00 %
2025/09/30 RDDT REDDIT INC 0.74% 1.420 M $ 6176 2025/09/30 0.000 $ 0.00 %
2025/09/30 FFIV F5 INC 0.74% 1.416 M $ 4382 2024/12/31 189.791 K $ 9.81 %
2025/09/30 TDC TERADATA CORP 0.74% 1.415 M $ 65803 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMUS T MOBILE US INC 0.73% 1.403 M $ 5860 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRSR CORSAIR GAMING INC COM 0.73% 1.396 M $ 156461 2025/09/30 0.000 $ 0.00 %
2025/09/30 NOW SERVICENOW INC COM 0.73% 1.393 M $ 1514 2024/12/31 -222.822 K $ -10.49 %
2025/09/30 OKTA OKTA INC CL A 0.72% 1.387 M $ 15124 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADI ANALOG DEVICES INC 0.72% 1.376 M $ 5601 2025/09/30 0.000 $ 0.00 %
2025/09/30 CMCSA COMCAST CORP CLASS A 0.72% 1.373 M $ 43704 2024/12/31 -160.500 K $ -11.96 %
2025/09/30 TWLO TWILIO INC A 0.71% 1.365 M $ 13639 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAH BOOZ ALLEN HAMILTON HOLDING 0.70% 1.350 M $ 13511 2025/03/31 -69.981 K $ -4.01 %
2025/09/30 QRVO QORVO INC 0.70% 1.349 M $ 14808 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROP ROPER TECHNOLOGIES INC COM 0.69% 1.331 M $ 2668 2024/12/31 -210.242 K $ -12.02 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.69% 1.321 M $ 2888 2024/12/31 158.000 K $ 8.76 %
2025/09/30 PTC PTC INC 0.68% 1.313 M $ 6468 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARW ARROW ELECTRS INC 0.68% 1.312 M $ 10842 2025/09/30 0.000 $ 0.00 %
2025/09/30 VYX NCR VOYIX CORPORATION 0.68% 1.305 M $ 104000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.67% 1.291 M $ 2468 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARRY ARRAY TECHNOLOGIES INC COM SHS 0.65% 1.256 M $ 154129 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNFI UNITED NAT FOODS INC 0.40% 777.342 K $ 20663 2024/12/31 242.926 K $ 61.39 %
2025/09/30 DUOL DUOLINGO INC CL A COM 0.37% 704.508 K $ 2189 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETNB 89BIO INC 0.37% 703.704 K $ 47871 2024/12/31 97.541 K $ 49.69 %
2025/09/30 DASH DOORDASH INC CL A 0.34% 657.672 K $ 2418 2025/09/30 0.000 $ 0.00 %
2025/09/30 ULTA ULTA BEAUTY INC COM 0.33% 634.230 K $ 1160 2024/12/31 159.201 K $ 16.87 %
2025/09/30 WOOF PETCO HEALTH WELLNESS CO INC COM 0.33% 628.589 K $ 162426 2025/09/30 0.000 $ 0.00 %
2025/09/30 GRMN GARMIN LTD SHS 0.32% 618.997 K $ 2514 2024/12/31 118.387 K $ 17.97 %
2025/09/30 VSCO VICTORIAS SECRET AND CO 0.32% 617.218 K $ 22742 2025/09/30 0.000 $ 0.00 %
2025/09/30 SIG SIGNET JEWELERS LTD 0.32% 611.490 K $ 6375 2024/12/31 234.320 K $ 20.58 %
2025/09/30 CVNA CARVANA CO 0.32% 607.734 K $ 1611 2024/12/31 141.342 K $ 11.95 %
2025/09/30 FIVE FIVE BELOW 0.31% 602.092 K $ 3892 2024/12/31 194.087 K $ 17.93 %
2025/09/30 URBN URBAN OUTFITTERS INC 0.31% 602.012 K $ 8428 2025/09/30 0.000 $ 0.00 %
2025/09/30 RL RALPH LAUREN CORP CL A 0.31% 599.840 K $ 1913 2024/12/31 112.497 K $ 14.32 %
2025/09/30 PM PHILIP MORRIS INTL 0.31% 599.816 K $ 3698 2025/09/30 0.000 $ 0.00 %
2025/09/30 DKS DICKS SPORTING GOODS INC 0.31% 599.550 K $ 2698 2024/12/31 79.967 K $ 12.34 %
2025/09/30 MUSA MURPHY USA INC W I 0.31% 597.532 K $ 1539 2025/09/30 0.000 $ 0.00 %
2025/09/30 BYD BOYD GAMING CORPORATION 0.31% 596.246 K $ 6897 2025/09/30 0.000 $ 0.00 %
2025/09/30 FRPT FRESHPET INC 0.31% 595.243 K $ 10801 2025/09/30 0.000 $ 0.00 %
2025/09/30 KTB KONTOOR BRANDS INC W I 0.31% 593.489 K $ 7440 2025/09/30 0.000 $ 0.00 %
2025/09/30 POST POST HOLDINGS INC 0.31% 593.397 K $ 5521 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALV AUTOLIV INC 0.31% 591.195 K $ 4787 2025/03/31 83.311 K $ 10.37 %
2025/09/30 GES GUESS INC COM 0.31% 590.932 K $ 35364 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIK VIKING HOLDINGS LTD ORD SHS 0.31% 590.458 K $ 9499 2025/09/30 0.000 $ 0.00 %
2025/09/30 MAR MARRIOTT INTL INC 0.31% 586.511 K $ 2252 2024/12/31 -33.214 K $ -4.67 %
2025/09/30 COST COSTCO WHSL CORP 0.31% 585.924 K $ 633 2024/12/31 -29.518 K $ -6.50 %
2025/09/30 PG PROCTER GAMBLE CO 0.30% 585.100 K $ 3808 2025/09/30 0.000 $ 0.00 %
2025/09/30 EBAY EBAY INC COM 0.30% 584.990 K $ 6432 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.30% 583.398 K $ 2657 2025/03/31 625.000 $ 0.08 %
2025/09/30 CLX CLOROX CO 0.30% 580.620 K $ 4709 2025/09/30 0.000 $ 0.00 %
2025/09/30 MELI MERCADOLIBRE INC 0.30% 577.224 K $ 247 2024/12/31 -65.852 K $ -10.59 %
2025/09/30 BG BUNGE GLOBAL SA 0.30% 576.388 K $ 7094 2024/12/31 6.467 K $ 1.21 %
2025/09/30 WSM WILLIAMS SONOMA INC 0.30% 576.382 K $ 2949 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP COM 0.30% 576.175 K $ 1896 2024/12/31 26.452 K $ 4.01 %
2025/09/30 ANDE ANDERSONS INC COM 0.30% 575.215 K $ 14449 2025/09/30 0.000 $ 0.00 %
2025/09/30 OLLI OLLIES BARGAIN OUTLET HLDGS 0.30% 574.590 K $ 4475 2025/09/30 0.000 $ 0.00 %
2025/09/30 VFC V F CORP COM 0.30% 574.300 K $ 39799 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARCO ARCOS DORADOS HOLDINGS INC A 0.30% 574.094 K $ 85051 2025/09/30 0.000 $ 0.00 %
2025/09/30 PVH PVH CORPORATION 0.30% 569.804 K $ 6802 2024/12/31 152.109 K $ 22.11 %
2025/09/30 INGR INGREDION INC 0.30% 568.910 K $ 4659 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS WI 0.30% 568.174 K $ 2190 2025/09/30 0.000 $ 0.00 %
2025/09/30 DG DOLLAR GENERAL CORP 0.29% 565.738 K $ 5474 2025/09/30 0.000 $ 0.00 %
2025/09/30 LIGHT WONDER INC 0.29% 561.726 K $ 6692 2024/12/31 -82.211 K $ -12.80 %
2025/09/30 DLTR DOLLAR TREE INC 0.29% 558.293 K $ 5916 2025/09/30 0.000 $ 0.00 %
2025/09/30 BFAM BRIGHT HORIZONS FAMILY SOLUT 0.29% 555.987 K $ 5121 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRVI TREVI THERAPEUTICS INC 0.29% 554.481 K $ 60599 2025/09/30 0.000 $ 0.00 %
2025/09/30 KSS KOHLS CORP 0.29% 553.750 K $ 36028 2025/09/30 0.000 $ 0.00 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP COM 0.29% 548.468 K $ 1695 2024/12/31 32.614 K $ 3.33 %
2025/09/30 BOOT BOOT BARN HOLDINGS INC 0.28% 541.904 K $ 3270 2025/09/30 0.000 $ 0.00 %
2025/09/30 BHF BRIGHTHOUSE FINL INC 0.28% 541.681 K $ 10205 2024/12/31 -4.598 K $ -1.28 %