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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 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNIT UNITI GROUP INC Real Estate 14,275.0 $134K 0.07% -14K -50.3% $9.38 +22.3%
Page 4 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%