account_balance
Investment manager · 13F filer · SEC CIK 2033266
Optimize Financial Inc.
Reported value$521Mas of Sep 30, 2026
Positions368 220 new, 146 sold out
Top 10 weight55.9%OPTZ alone is 50%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OPTZ Advisor Managed Portfolios 49.9% New
AMD Advanced Micro Devices Inc 0.7% Trimmed −57%SMTC Semtech Corp 0.7% NewRXT Rackspace Technology, Inc. 0.7% NewKLIC Kulicke & Soffa Industries Inc 0.7% NewALAB Astera Labs, Inc. 0.7% NewCDNS Cadence Design Systems Inc 0.6% NewAMAT Applied Materials Inc 0.6% Trimmed −24%TER Teradyne, Inc 0.6% Trimmed −18%KEYS Keysight Technologies, Inc. 0.6% Trimmed −11%SNPS Synopsys Inc 0.6% NewMPWR Monolithic Power Systems, Inc. 0.6% NewWhat changed
Biggest moves since Jun 30, 2026
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