Optimize Financial Inc - Q12026 Holdings

Optimize Financial Inc holds 297 stocks with a total portfolio value of $ 203.29M as of Q12026. In Q12026, Optimize Financial Inc added 164 new positions, increased stakes in 69 stocks, reduced 63 holdings, and fully exited 187 positions. The largest holding is Lumentum Holdings Inc W I (LITE), representing 1.66% of the total portfolio.