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Home > Institutional Investor > Optimize Financial Inc > Profile

Instuitional Investor - Optimize Financial Inc

Fund Profile
Filing Period:
Fund Name: Optimize Financial Inc
Portfolio Value $203,287,733
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lumentum Holdings Inc.
 LITE 4,806 $3,377,465 1.66%
2.
Sandisk Corp
 SNDK 5,314 $3,376,197 1.66%
3.
Seagate Technology Holdings Plc
 STX 7,943 $3,111,750 1.53%
4.
Ttm Technologies Inc
 TTMI 31,877 $3,105,457 1.53%
5.
Western Digital Corp
 WDC 11,426 $3,090,619 1.52%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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