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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26B
$892 Million 0.55% of portfolio
14,235
Q2 2025 Reduced 0.71%
$6.82B
$865 Million 0.53% of portfolio
4,798
Q2 2025 Reduced 0.7%
$1.08T
$851 Million 0.52% of portfolio
2,679
Q2 2025 Reduced 2.3%
$2.68B
$848 Million 0.52% of portfolio
49,419
Q2 2025 Reduced 0.71%
$10.1B
$804 Million 0.49% of portfolio
7,182
Q2 2025 Reduced 0.69%
$12.8B
$786 Million 0.48% of portfolio
2,864
Q2 2025 Reduced 0.69%
$4.67B
$781 Million 0.48% of portfolio
7,703
Q2 2025 Reduced 0.7%
$2.26T
$762 Million 0.47% of portfolio
3,474
Q2 2025 Reduced 0.69%
$8.42B
$735 Million 0.45% of portfolio
14,652
Q2 2025 Reduced 0.7%
$12.7B
$737 Million 0.45% of portfolio
7,871
Q2 2025 Reduced 0.71%
Aptiv PLC
-
$731 Million 0.45% of portfolio
-
Q2 2025 Reduced 0.7%
$4.8B
$717 Million 0.44% of portfolio
7,078
Q2 2025 Reduced 0.7%
$1.35B
$725 Million 0.44% of portfolio
78,290
Q2 2025 Reduced 0.71%
$18.3B
$696 Million 0.43% of portfolio
2,990
Q2 2025 Reduced 0.66%
$6.4B
$710 Million 0.43% of portfolio
7,879
Q2 2025 Added 1,389.41%
$86B
$711 Million 0.43% of portfolio
2,601
Q2 2025 Reduced 0.69%
$5.03B
$681 Million 0.42% of portfolio
8,218
Q2 2025 Reduced 0.7%
$4.82B
$688 Million 0.42% of portfolio
10,027
Q2 2025 Reduced 0.71%
$41.2B
$669 Million 0.41% of portfolio
15,380
Q2 2025 Reduced 0.71%
$222B
$659 Million 0.4% of portfolio
2,257
Q2 2025 Reduced 0.7%
$44.6B
$659 Million 0.4% of portfolio
3,157
Q2 2025 Reduced 0.69%
$12.3B
$648 Million 0.4% of portfolio
3,276
Q2 2025 Reduced 0.67%
$51.4B
$653 Million 0.4% of portfolio
5,121
Q2 2025 Reduced 0.7%
$15.6B
$660 Million 0.4% of portfolio
1,464
Q2 2025 Reduced 0.68%
$2.91B
$653 Million 0.4% of portfolio
20,732
Q2 2025 Reduced 0.71%
$8.23B
$642 Million 0.39% of portfolio
6,673
Q2 2025 Reduced 0.71%
$152B
$643 Million 0.39% of portfolio
2,896
Q2 2025 Reduced 0.69%
$3.82B
$625 Million 0.38% of portfolio
6,189
Q2 2025 Reduced 0.71%
$1.2B
$619 Million 0.38% of portfolio
27,650
Q2 2025 Reduced 0.71%
$45.7B
$617 Million 0.38% of portfolio
1,760
Q2 2025 Reduced 0.68%
$118B
$622 Million 0.38% of portfolio
238
Q1 2025 New
$2.75B
$554 Million 0.34% of portfolio
5,371
Q2 2025 Reduced 0.7%
Bunge Global Sa
-
$535 Million 0.33% of portfolio
-
Q2 2025 Reduced 0.69%
$2.16B
$541 Million 0.33% of portfolio
118,170
Q2 2025 Reduced 0.71%
$13.5B
$506 Million 0.31% of portfolio
3,394
Q2 2025 Reduced 0.7%
$3B
$511 Million 0.31% of portfolio
25,044
Q2 2025 Reduced 0.71%
$10.3B
$510 Million 0.31% of portfolio
44,455
Q2 2025 Reduced 0.71%
$86B
$496 Million 0.3% of portfolio
7,196
Q2 2025 Reduced 0.69%
$23.6B
$482 Million 0.29% of portfolio
2,029
Q2 2025 Reduced 0.69%
$254B
$455 Million 0.28% of portfolio
643
Q2 2025 Reduced 0.62%
$439B
$454 Million 0.28% of portfolio
459
Q2 2025 Reduced 0.43%
$70.9B
$462 Million 0.28% of portfolio
5,088
Q2 2025 Reduced 0.7%
$1.3B
$459 Million 0.28% of portfolio
23,700
Q1 2025 New
$1.32B
$453 Million 0.28% of portfolio
32,405
Q2 2025 Reduced 0.71%
Onestream Inc
-
$452 Million 0.28% of portfolio
-
Q2 2025 Reduced 0.71%
$5.28B
$443 Million 0.27% of portfolio
5,824
Q2 2025 Reduced 0.68%
$27.4B
$434 Million 0.27% of portfolio
2,670
Q2 2025 Reduced 0.67%
$0
$436 Million 0.27% of portfolio
7,784
Q2 2025 New
$36.8B
$429 Million 0.26% of portfolio
2,671
Q2 2025 Reduced 0.67%

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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