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
$4.8B
$3.33 Billion 2.04% of portfolio
81,549
Q2 2025 Reduced 0.71%
$244B
$2.69 Billion 1.65% of portfolio
18,966
Q2 2025 Reduced 0.71%
$3.37B
$2.65 Billion 1.62% of portfolio
319,663
Q2 2025 Reduced 0.71%
$92B
$2.63 Billion 1.61% of portfolio
5,173
Q2 2025 Reduced 0.69%
$419B
$2.63 Billion 1.61% of portfolio
16,674
Q2 2025 Reduced 0.7%
Astera Labs Inc
-
$2.58 Billion 1.58% of portfolio
-
Q2 2025 Reduced 0.71%
$21.7B
$2.42 Billion 1.48% of portfolio
14,620
Q2 2025 Reduced 0.71%
$98.9B
$2.36 Billion 1.45% of portfolio
7,674
Q2 2025 Reduced 0.7%
$31.9B
$2.38 Billion 1.45% of portfolio
19,386
Q2 2025 Reduced 0.71%
$3.85B
$2.35 Billion 1.44% of portfolio
52,080
Q2 2025 Reduced 0.71%
$5.42B
$2.3 Billion 1.41% of portfolio
17,446
Q2 2025 Reduced 0.71%
$2.7B
$2.23 Billion 1.37% of portfolio
32,021
Q2 2025 Reduced 0.71%
$139B
$2.22 Billion 1.36% of portfolio
12,123
Q2 2025 Reduced 0.7%
Proficient Auto Logistics In
-
$2.22 Billion 1.36% of portfolio
-
Q2 2025 New
$30B
$2.19 Billion 1.34% of portfolio
7,597
Q2 2025 Reduced 0.71%
$93.1B
$2.14 Billion 1.31% of portfolio
4,181
Q2 2025 Reduced 0.71%
Te Connectivity PLC
-
$2.09 Billion 1.28% of portfolio
-
Q2 2025 Reduced 0.71%
$59.1B
$2.09 Billion 1.28% of portfolio
10,204
Q2 2025 Reduced 0.7%
$101B
$2.05 Billion 1.25% of portfolio
91,519
Q2 2025 Reduced 0.71%
$5.19B
$2.01 Billion 1.23% of portfolio
14,048
Q2 2025 Reduced 0.71%
$842M
$1.99 Billion 1.22% of portfolio
100,393
Q2 2025 Reduced 0.71%
$2.19B
$1.92 Billion 1.18% of portfolio
41,188
Q2 2025 Reduced 0.71%
$19.2B
$1.93 Billion 1.18% of portfolio
6,574
Q2 2025 Reduced 0.69%
$23.2B
$1.89 Billion 1.16% of portfolio
10,514
Q2 2025 Reduced 0.7%
$554B
$1.88 Billion 1.15% of portfolio
1,404
Q2 2025 Reduced 0.71%
$139B
$1.87 Billion 1.15% of portfolio
2,442
Q2 2025 Reduced 0.65%
$6.57B
$1.81 Billion 1.11% of portfolio
17,360
Q2 2025 Reduced 0.71%
$3.82T
$1.82 Billion 1.11% of portfolio
8,857
Q2 2025 Reduced 0.63%
$79.8B
$1.8 Billion 1.1% of portfolio
4,290
Q2 2025 Reduced 0.69%
$14.4B
$1.79 Billion 1.1% of portfolio
22,444
Q2 2025 Reduced 0.71%
$252B
$1.77 Billion 1.08% of portfolio
6,477
Q2 2025 Reduced 0.71%
$13.5B
$1.74 Billion 1.07% of portfolio
16,742
Q2 2025 Reduced 0.71%
$55.5B
$1.75 Billion 1.07% of portfolio
3,085
Q2 2025 Reduced 0.71%
$46.7B
$1.61 Billion 0.99% of portfolio
10,088
Q2 2025 Reduced 0.71%
$160B
$1.58 Billion 0.97% of portfolio
4,510
Q2 2025 Reduced 0.7%
$1.69T
$1.56 Billion 0.96% of portfolio
2,119
Q2 2025 Reduced 0.66%
$217B
$1.55 Billion 0.95% of portfolio
12,516
Q2 2025 Reduced 1.14%
$8.89B
$1.51 Billion 0.93% of portfolio
6,746
Q2 2025 Reduced 0.71%
$206B
$1.48 Billion 0.91% of portfolio
51,200
Q2 2025 Reduced 0.71%
$150B
$1.34 Billion 0.82% of portfolio
37,588
Q2 2025 Reduced 0.71%
Webtoon Entmt Inc
-
$1.33 Billion 0.81% of portfolio
-
Q2 2025 Reduced 0.71%
$5.3B
$1.21 Billion 0.74% of portfolio
276,539
Q2 2025 Reduced 0.71%
$31.5B
$1.18 Billion 0.72% of portfolio
3,509
Q2 2025 Reduced 0.68%
$0
$1.15 Billion 0.71% of portfolio
63,888
Q2 2025 Reduced 0.71%
$4.28B
$1.14 Billion 0.7% of portfolio
14,314
Q2 2025 Reduced 0.71%
$8.4B
$1.08 Billion 0.66% of portfolio
8,252
Q2 2025 Reduced 0.7%
$89.5B
$978 Million 0.6% of portfolio
3,124
Q2 2025 Reduced 0.7%
$26.6B
$944 Million 0.58% of portfolio
2,017
Q2 2025 Reduced 0.69%
$2.5B
$916 Million 0.56% of portfolio
50,676
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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