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
Apogee Therapeutics Inc
-
$229 Million 0.14% of portfolio
-
Q2 2025 New
$29.5B
$231 Million 0.14% of portfolio
892
Q2 2025 Reduced 0.67%
$2.01B
$233 Million 0.14% of portfolio
21,352
Q2 2025 Reduced 0.71%
$7.29B
$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%
$13.7B
$211 Million 0.13% of portfolio
2,708
Q2 2025 Reduced 0.66%
$12.5B
$212 Million 0.13% of portfolio
768
Q2 2025 New
$9.05B
$212 Million 0.13% of portfolio
3,226
Q2 2025 Reduced 0.68%
$2.23B
$209 Million 0.13% of portfolio
3,920
Q2 2025 New
$25.8B
$216 Million 0.13% of portfolio
1,673
Q2 2025 Reduced 0.71%
Tempus Ai Inc
-
$217 Million 0.13% of portfolio
-
Q2 2025 New
$54.3B
$208 Million 0.13% of portfolio
387
Q2 2025 New
$420M
$196 Million 0.12% of portfolio
19,988
Q2 2025 Reduced 0.71%
$21.5B
$201 Million 0.12% of portfolio
640
Q2 2025 New
$4.18B
$161 Million 0.1% of portfolio
14,443
Q2 2025 Reduced 0.7%
$1.24B
$164 Million 0.1% of portfolio
11,462
Q2 2025 Reduced 0.71%
$1.35B
$168 Million 0.1% of portfolio
24,122
Q2 2025 Reduced 0.71%
$1.55B
$147 Million 0.09% of portfolio
34,641
Q2 2025 Reduced 0.71%
$602M
$140 Million 0.09% of portfolio
14,657
Q2 2025 Reduced 0.7%
$2.4B
$126 Million 0.08% of portfolio
12,296
Q2 2025 Reduced 0.71%
$958M
$126 Million 0.08% of portfolio
45,233
Q2 2025 Reduced 0.71%
$259M
$133 Million 0.08% of portfolio
14,277
Q2 2025 Reduced 0.71%
$769M
$138 Million 0.08% of portfolio
30,558
Q2 2025 Reduced 0.71%
$1.53B
$132 Million 0.08% of portfolio
14,457
Q2 2025 Reduced 0.71%
$934M
$119 Million 0.07% of portfolio
32,648
Q2 2025 Reduced 0.71%
$1.6B
$120 Million 0.07% of portfolio
27,827
Q2 2025 Reduced 0.71%
$451M
$116 Million 0.07% of portfolio
17,832
Q2 2025 Reduced 0.71%
$734M
$114 Million 0.07% of portfolio
12,141
Q2 2025 Reduced 0.7%
$3.49B
$101 Million 0.06% of portfolio
16,116
Q2 2025 Reduced 0.7%
$1.51B
$102 Million 0.06% of portfolio
11,486
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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