Portfolio (Quarterly)
Guide ↗
Optimize Financial Inc
· CIK 0002033266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | EFX | EQUIFAX INC | Industrials | 1,286 | $279K | 0.14% | SOLD |
| 162 | CTVA | CORTEVA INC COM | Basic Materials | 4,162 | $279K | 0.14% | SOLD |
| 163 | SMG | THE SCOTTS MIRACLE GRO COMPANY | Basic Materials | 4,778 | $279K | 0.14% | SOLD |
| 164 | AEP | AMERICAN ELEC PWR CO INC COM | Utilities | 2,367 | $273K | 0.14% | SOLD |
| 165 | LIN | LINDE PLC SHS | Basic Materials | 639 | $272K | 0.14% | SOLD |
| 166 | CBZ | CBIZ INC | Industrials | 5,372 | $271K | 0.14% | SOLD |
| 167 | SKYW | SKYWEST INC | Industrials | 2,695 | $271K | 0.14% | SOLD |
| 168 | LII | LENNOX INTERNATIONAL INC | Industrials | 556 | $270K | 0.14% | SOLD |
| 169 | — | ENTERGY CORPORATION | — | 2,914 | $269K | 0.14% | SOLD |
| 170 | FWRD | FORWARD AIR CORP COM | Industrials | 10,762 | $269K | 0.14% | SOLD |
| 171 | HUN | HUNTSMAN CORP | Basic Materials | 26,824 | $268K | 0.14% | SOLD |
| 172 | DNOW | DNOW INC COM | Energy | 20,208 | $268K | 0.14% | SOLD |
| 173 | BKD | BROOKDALE SR LIVING INC | Healthcare | 24,011 | $259K | 0.13% | SOLD |
| 174 | CSL | CARLISLE COS INC | Industrials | 807 | $258K | 0.13% | SOLD |
| 175 | PEG | PUBLIC SVC ENTERPRISE GROUP INC | Utilities | 3,155 | $253K | 0.13% | SOLD |
| 176 | WEC | WEC ENERGY GROUP INC COM | Utilities | 2,374 | $250K | 0.13% | SOLD |
| 177 | DUK | DUKE ENERGY HOLDING CORP | Utilities | 2,120 | $248K | 0.12% | SOLD |
| 178 | GNRC | GENERAC HLDGS INC | Industrials | 1,771 | $242K | 0.12% | SOLD |
| 179 | AWK | AMERICAN WATER WORKS CO INC | Utilities | 1,784 | $233K | 0.12% | SOLD |
| 180 | OC | OWENS CORNING INC | Industrials | 2,066 | $231K | 0.12% | SOLD |
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%