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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 15 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SR SPIRE INC Utilities 2,351.0 $213K 0.10% -1K -30.7% $90.54 -5.7%
282 DTE D T E ENERGY CO Utilities 1,445.0 $211K 0.10% NEW $146.22 -1.1%
283 SOC SABLE OFFSHORE CORP COM SHS Energy 12,618.0 $208K 0.10% NEW $16.52 -16.8%
284 SON SONOCO PRODS CO Consumer Cyclical 3,822.0 $207K 0.10% NEW $54.09 -8.3%
285 OVV OVINTIV INC Energy 3,478.0 $206K 0.10% NEW $59.36 -5.4%
286 NUE NUCOR CORP Basic Materials 1,208.0 $204K 0.10% NEW $169.10 +44.9%
287 RS RELIANCE STEEL ALUMINUM Basic Materials 672.0 $204K 0.10% NEW $303.92 +24.7%
288 PPG P P G INDS INC Basic Materials 1,910.0 $204K 0.10% NEW $106.88 +5.5%
289 VLTO VERALTO CORPORATION COM Industrials 2,298.0 $203K 0.10% -125.0 -5.2% $88.42 -3.3%
290 VAL VALARIS LTD Energy 2,072.0 $203K 0.10% NEW $98.04 -5.3%
291 STLD STEEL DYNAMICS INC Basic Materials 1,122.0 $202K 0.10% NEW $180.00 +42.3%
292 ES EVERSOURCE ENERGY Utilities 2,914.0 $202K 0.10% NEW $69.28 +0.9%
293 DINO HF SINCLAIR CORPORATION COM Energy 3,225.0 $201K 0.10% NEW $62.39 +9.4%
294 CRITICAL METALS CORP 23,168.0 $184K 0.09% NEW $7.94
295 DC DAKOTA GOLD CORP COM Basic Materials 33,423.0 $169K 0.08% NEW $5.05 +10.5%
296 UNIT UNITI GROUP INC Real Estate 14,275.0 $134K 0.07% -14K -50.3% $9.38 +23.0%
297 EXPI EXP WORLD HLDGS INC COM Real Estate 18,082.0 $108K 0.05% +2K +9.7% $5.99 -20.5%
Page 15 of 15  ·  297 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%