Optimize Financial Inc
•CIK: 2033266•Filing: Q4 2025
**Optimize Financial Inc.** manages $199M across a diverse portfolio of 320 positions. The fund exhibits concentrated exposure, with top holdings including PAL, WBD, and LITE, each representing approximately $3.6M to $3.5M in allocation. Notable positions also include MU ($3.1M), AMAT ($2.2M), and MKSI ($2.1M), suggesting a tactical focus across technology and media sectors. This structure indicates a conviction-driven approach targeting significant upside in select market leaders.
Total AUM
$198.5M
QoQ Performance
+3.4%
Positions
320
Top 10 Concentration
16.2%
Latest Filing
Q4 2025
Top Holdings Allocation
PAL1.8%
WBD1.8%
LITE1.7%
MU1.5%
AMAT1.1%
MKSI1.1%
APP1.0%
TDC1.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.2%
Technology5.0%
Communication4.8%
Consumer2.2%
Healthcare2.2%
Financial1.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+118 more exited positions
Changes from Q3 2025
↑193 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024