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OPTIMIZE FINANCIAL INC. - Portfolio Stock Holdings

OPTIMIZE FINANCIAL INC. disclosed 294 stock positions in a recent SEC 13F filing. $278,368,111 of stock holdings were filed, with the largest holdings including SNDK, PENG, and MU. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

294

Est. Stock Holding Value:

$278,368,111

Top Stock Holdings By Sector

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Portfolio Stock Holdings - OPTIMIZE FINANCIAL INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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