Optimize Financial Inc New Holdings in Q3 2025

Optimize Financial Inc

  • $192 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
4.71K
New
$117.67 - $131.43 $554K - $619K
4.71K $581M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.95K
New
$163.62 - $210.2 $483K - $620K
2.95K $576M
ANDE
Andersons, Inc.

Consumer Defensive
14.4K
New
$34.63 - $41.49 $500K - $599K
14.4K $575M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
4.48K
New
$123.13 - $140.8 $551K - $630K
4.48K $575M
VFC
V F Corp

Consumer Cyclical
39.8K
New
$11.66 - $15.56 $464K - $619K
39.8K $574M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
85.1K
New
$6.54 - $7.97 $556K - $678K
85.1K $574M
INGR
Ingredion Inc

Consumer Defensive
4.66K
New
$121.01 - $138.21 $564K - $644K
4.66K $569M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.19K
New
$259.44 - $278.65 $568K - $610K
2.19K $568M
DG
Dollar General Corp

Consumer Defensive
5.47K
New
$101.86 - $116.32 $558K - $637K
5.47K $566M
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.92K
New
$94.03 - $117.16 $556K - $693K
5.92K $558M
TRVI
Trevi Therapeutics, Inc.

Healthcare
60.6K
New
$5.62 - $9.62 $341K - $583K
60.6K $554M
KSS
Kohls Corp

Consumer Cyclical
36K
New
$9.02 - $17.38 $325K - $626K
36K $554M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
3.27K
New
$156.24 - $190.88 $511K - $624K
3.27K $542M
Birkenstock Holding PLC Com Shs
11.9K
New
N/A
11.9K $536M
Kindercare Learning Companies Com
79.9K
New
N/A
79.9K $531M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
12.7K
New
$41.81 - $51.72 $530K - $655K
12.7K $530M
LEG
Leggett & Platt Inc

Consumer Cyclical
59.6K
New
$8.08 - $10.59 $482K - $632K
59.6K $530M
Sharkninja Inc
5.11K
New
N/A
5.11K $527M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
33.3K
New
$13.84 - $19.11 $461K - $637K
33.3K $526M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
60.5K
New
$8.44 - $10.83 $511K - $656K
60.5K $511M
VERA
Vera Therapeutics, Inc.

Healthcare
17.5K
New
$19.25 - $28.96 $338K - $508K
17.5K $510M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
7.56K
New
$66.56 - $84.85 $503K - $641K
7.56K $503M
KRYS
Krystal Biotech, Inc.

Healthcare
2.82K
New
$134.94 - $176.75 $380K - $498K
2.82K $497M
CALM
Cal Maine Foods Inc

Consumer Defensive
5.26K
New
$94.1 - $119.16 $494K - $626K
5.26K $494M
OPFI
Opp Fi Inc.

Technology
43.2K
New
$9.58 - $14.29 $413K - $617K
43.2K $489M
FCFS
First Cash Holdings, Inc.

Financial Services
3.07K
New
$120.08 - $158.42 $368K - $486K
3.07K $486M
WING
Wingstop Inc.

Consumer Cyclical
1.93K
New
$247.44 - $377.34 $477K - $727K
1.93K $485M
MS
Morgan Stanley

Financial Services
3.04K
New
$139.09 - $161.16 $423K - $491K
3.04K $484M
RH
Rh

Consumer Cyclical
2.38K
New
$187.54 - $251.0 $446K - $597K
2.38K $483M
C
Citigroup Inc

Financial Services
4.72K
New
$85.57 - $103.49 $404K - $489K
4.72K $479M
EVR
Evercore Inc.

Financial Services
1.42K
New
$276.5 - $362.79 $392K - $514K
1.42K $478M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
3.84K
New
$93.14 - $127.13 $358K - $489K
3.84K $476M
HLI
Houlihan Lokey, Inc.

Financial Services
2.29K
New
$181.55 - $209.19 $416K - $479K
2.29K $470M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.31K
New
$108.8 - $169.61 $469K - $731K
4.31K $469M
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
39K
New
$9.2 - $11.93 $359K - $466K
39K $469M
COGT
Cogent Biosciences, Inc.

Healthcare
32.6K
New
$7.17 - $14.36 $233K - $467K
32.6K $467M
SCHW
Schwab Charles Corp

Financial Services
4.9K
New
$91.03 - $98.69 $446K - $483K
4.9K $467M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.51K
New
$284.17 - $319.49 $428K - $481K
1.51K $466M
CME
Cme Group Inc.

Financial Services
1.72K
New
$258.83 - $287.1 $446K - $494K
1.72K $465M
UNH
Unitedhealth Group Inc

Healthcare
1.34K
New
$237.77 - $353.61 $319K - $475K
1.34K $464M
Mineralys Therapeutics Inc Com
12.2K
New
N/A
12.2K $463M
CB
Chubb LTD

Financial Services
1.63K
New
$265.99 - $289.59 $433K - $471K
1.63K $459M
BPOP
Popular, Inc.

Financial Services
3.6K
New
$111.3 - $128.04 $401K - $461K
3.6K $457M
TMDX
Trans Medics Group, Inc.

Healthcare
4.06K
New
$103.61 - $132.04 $421K - $536K
4.06K $456M
PRA
Proassurance Corp

Financial Services
19K
New
$22.83 - $24.04 $433K - $456K
19K $455M
UHS
Universal Health Services Inc

Healthcare
2.23K
New
$154.95 - $204.44 $345K - $455K
2.23K $455M
DHC
Diversified Healthcare Trust

Real Estate
103K
New
$3.27 - $4.6 $337K - $474K
103K $454M
ABC
Amerisourcebergen Corp

Healthcare
1.45K
New
N/A
1.45K $454M
BX
Blackstone Inc.

Financial Services
2.66K
New
$152.77 - $188.68 $406K - $501K
2.66K $454M
Activity Summary
Buys All Purchases 281 New Holdings 229 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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