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Portfolio (Quarterly) Guide ↗

Optimize Financial Inc

· CIK 0002033266
13F Portfolio $203M AUM 297 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 164 New 69 Added 61 Reduced 187 Exited
Page 8 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 CCK CROWN HLDGS INC Consumer Cyclical 3,194 $329K 0.17% SOLD
142 CPA COPA HOLDINGS SA CL A Industrials 2,723 $328K 0.17% SOLD
143 AVY AVERY DENNISON CORP Industrials 1,791 $326K 0.16% SOLD
144 ADBE ADOBE INC Technology 921 $322K 0.16% SOLD
145 EMR EMERSON ELECTRIC CO Industrials 2,419 $321K 0.16% SOLD
146 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 6,635 $319K 0.16% SOLD
147 ARCB ARCBEST CORP Industrials 4,248 $315K 0.16% SOLD
148 LECO LINCOLN ELEC HLDGS INC Industrials 1,314 $315K 0.16% SOLD
149 BALL BALL CORP Consumer Cyclical 5,913 $313K 0.16% SOLD
150 BLD TOPBUILD CORP COM Industrials 736 $307K 0.15% SOLD
151 SWK STANLEY BLACK DECKER INC Industrials 4,099 $304K 0.15% SOLD
152 TT TRANE TECHNOLOGIES PLC Industrials 772 $300K 0.15% SOLD
153 CTRI CENTURI HOLDINGS INC COM SHS Utilities 11,878 $300K 0.15% SOLD
154 WDAY WORKDAY INC Technology 1,384 $297K 0.15% SOLD
155 BEPC BROOKFIELD RENEWABLE CORP CL A Utilities 7,720 $296K 0.15% SOLD
156 VMC VULCAN MATLS CO COM Basic Materials 1,019 $291K 0.15% SOLD
157 ARDT ARDENT HEALTH INC Healthcare 32,748 $289K 0.15% SOLD
158 JBLU JETBLUE AIRWAYS CORP Industrials 63,318 $288K 0.14% SOLD
159 ECL ECOLAB INC Basic Materials 1,096 $288K 0.14% SOLD
160 PKG PACKAGING CORP AMERICA Consumer Cyclical 1,364 $281K 0.14% SOLD
Page 8 of 10  ·  187 positions
Sector Allocation
Technology 45.2%
Healthcare 11.7%
Consumer Cyclical 10.3%
Financial Services 9.9%
Industrials 9.6%
Consumer Defensive 4.3%
Energy 3.8%
Communication Services 2.6%
Utilities 1.0%
Basic Materials 0.9%