Optimize Financial Inc Portfolio Holdings

Optimize Financial Inc

  • $163 Billion
  • Q2 2025

Optimize Financial Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ttm Technologies Inc with a value of $3.33B, Advanced Micro Devices Inc with a value of $2.69B, Comm Scope Holding Company, Inc. with a value of $2.65B, Crowd Strike Holdings, Inc. with a value of $2.63B, and Nvidia Corp with a value of $2.63B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $138B to 163B.

Optimize Financial Inc is based out at Laguna Hills, CA

Below you can find more details about Optimize Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
Technology: $63.7 Billion
Consumer Cyclical: $28.6 Billion
Communication Services: $16.1 Billion
Financial Services: $14.9 Billion
Industrials: $14.5 Billion
Consumer Defensive: $3.79 Billion
Healthcare: $3.4 Billion
Utilities: $2.84 Billion
Other: $2.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$278 Million 0.17% of portfolio
353
Q2 2025 Reduced 0.56%
$94.9B
$280 Million 0.17% of portfolio
641
Q2 2025 Reduced 0.62%
$10.7B
$274 Million 0.17% of portfolio
1,135
Q2 2025 Reduced 0.7%
$137B
$285 Million 0.17% of portfolio
1,361
Q2 2025 Reduced 0.58%
$3.57B
$260 Million 0.16% of portfolio
5,565
Q2 2025 Reduced 0.71%
$65.5B
$263 Million 0.16% of portfolio
349
Q2 2025 Reduced 0.57%
$5.17B
$256 Million 0.16% of portfolio
3,445
Q2 2025 Reduced 0.69%
$99.3B
$257 Million 0.16% of portfolio
2,796
Q2 2025 Reduced 0.71%
$8.89B
$258 Million 0.16% of portfolio
2,270
Q2 2025 Reduced 0.7%
$23B
$258 Million 0.16% of portfolio
1,676
Q2 2025 Reduced 0.71%
$1.24B
$262 Million 0.16% of portfolio
19,140
Q2 2025 Reduced 0.71%
$34.6B
$254 Million 0.16% of portfolio
1,214
Q2 2025 Reduced 0.65%
$92.7B
$256 Million 0.16% of portfolio
2,169
Q2 2025 Reduced 0.64%
$22.1B
$268 Million 0.16% of portfolio
4,215
Q2 2025 Reduced 0.71%
$23.5B
$255 Million 0.16% of portfolio
624
Q2 2025 Reduced 0.64%
$144B
$239 Million 0.15% of portfolio
1,026
Q2 2025 Reduced 0.58%
$1.3B
$251 Million 0.15% of portfolio
23,643
Q2 2025 Reduced 0.71%
$11.6B
$244 Million 0.15% of portfolio
1,703
Q2 2025 Reduced 0.7%
$15B
$243 Million 0.15% of portfolio
1,928
Q2 2025 Reduced 0.62%
$221B
$250 Million 0.15% of portfolio
644
Q2 2025 Reduced 0.62%
$26.2B
$250 Million 0.15% of portfolio
1,891
Q2 2025 Reduced 0.63%
$13.5B
$252 Million 0.15% of portfolio
1,275
Q2 2025 Reduced 0.62%
$2.7B
$241 Million 0.15% of portfolio
5,219
Q2 2025 Reduced 0.69%
$97B
$242 Million 0.15% of portfolio
346
Q2 2025 Reduced 0.57%
$5.54B
$244 Million 0.15% of portfolio
2,371
Q2 2025 Reduced 0.67%
$1.21B
$253 Million 0.15% of portfolio
22,614
Q2 2025 Reduced 0.71%
$13.6B
$231 Million 0.14% of portfolio
715
Q2 2025 Reduced 0.56%
$4.61B
$228 Million 0.14% of portfolio
3,148
Q2 2025 Reduced 0.69%
$42.2B
$224 Million 0.14% of portfolio
720
Q2 2025 Reduced 0.55%
$2.19B
$231 Million 0.14% of portfolio
16,827
Q2 2025 Reduced 0.71%
$39.5B
$221 Million 0.14% of portfolio
1,316
Q2 2025 New
$21.2B
$233 Million 0.14% of portfolio
1,325
Q2 2025 New
$72.4B
$226 Million 0.14% of portfolio
915
Q2 2025 Reduced 0.65%
$30.9B
$231 Million 0.14% of portfolio
892
Q2 2025 Reduced 0.67%
$2.2B
$233 Million 0.14% of portfolio
21,352
Q2 2025 Reduced 0.71%
$7.3B
$220 Million 0.13% of portfolio
1,339
Q2 2025 New
$9.88B
$210 Million 0.13% of portfolio
3,795
Q2 2025 Reduced 0.68%
$16B
$211 Million 0.13% of portfolio
2,708
Q2 2025 Reduced 0.66%
$12.2B
$212 Million 0.13% of portfolio
768
Q2 2025 New
$9.13B
$212 Million 0.13% of portfolio
3,226
Q2 2025 Reduced 0.68%
$2.07B
$209 Million 0.13% of portfolio
3,920
Q2 2025 New
$24.8B
$216 Million 0.13% of portfolio
1,673
Q2 2025 Reduced 0.71%
$54.6B
$208 Million 0.13% of portfolio
387
Q2 2025 New
$399M
$196 Million 0.12% of portfolio
19,988
Q2 2025 Reduced 0.71%
$24.5B
$201 Million 0.12% of portfolio
640
Q2 2025 New
$4.47B
$161 Million 0.1% of portfolio
14,443
Q2 2025 Reduced 0.7%
$1.43B
$164 Million 0.1% of portfolio
11,462
Q2 2025 Reduced 0.71%
$731M
$158 Million 0.1% of portfolio
35,138
Q2 2025 Reduced 0.71%
$1.45B
$168 Million 0.1% of portfolio
24,122
Q2 2025 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $163 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
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