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Temp26.9°C
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Humidity78%
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Sunrise05:57 AM
Sunset06:48 PM
Time6:11 AM
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Cayman Journal
1 May 2026
13F HOLDINGS REPORT

Optimize Financial Inc

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0002033266-25-000007

Total Value
$192.0M
Positions
323
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1PROFICIENT AUTO LOGISTICS INPAL459,699$3.2M1.65%
2WARNER BROS DISCOVERY INC SERIES AWBD121,920$2.4M1.24%
3APPLOVIN CORP COM CL AAPP3,010$2.2M1.13%
4MICRON TECHNOLOGY INCMU10,537$1.8M0.92%
5APPLIED MATERIALS INC0382221058,464$1.7M0.90%
6KLA CORP COM NEWKLAC1,525$1.6M0.86%
7MKS INCMKSI13,243$1.6M0.85%
8SEMTECH CORPSMTC22,780$1.6M0.85%
9SINCLAIR BROADCAST GROUP INC CL ASBGI107,065$1.6M0.84%
10WIX COM LTDWIX9,032$1.6M0.84%
11ALTICE USA INC AOPTU661,678$1.6M0.83%
12LIBERTY BROADBAND CLBRDP24,676$1.6M0.82%
13INTL BUSINESS MACHINES CORPINTR5,553$1.6M0.82%
14DELL TECHNOLOGIES INC CL CDELL11,048$1.6M0.82%
15NVIDIA CORPNVDA8,390$1.6M0.82%
16CHARTER COMMUNICATIONS INC NEW16119P1085,660$1.6M0.81%
17AMC ENTMT HLDGS INC CL A NEW00165C302536,082$1.6M0.81%
18TKO GROUP HOLDINGS INCTKO7,640$1.5M0.80%
19ULTRA CLEAN HOLDINGSUCTT56,535$1.5M0.80%
20LIBERTY MEDIA CORP DEL COMFWONB14,710$1.5M0.80%
21VEEVA SYSTEMS INC CLASS AVEEV5,067$1.5M0.79%
22LUMENTUM HOLDINGS INC W ILITE9,262$1.5M0.78%
23ADVANCED MICRO DEVICES INCAMD9,134$1.5M0.77%
24TELEDYNE TECHNOLOGIES INC COMTDY2,517$1.5M0.77%
25MONOLITHIC POWER SYSTEMS INC6098391051,595$1.5M0.76%
26PENGUIN SOLUTIONS INCPENG55,546$1.5M0.76%
27META PLATFORMS INCMETA1,986$1.5M0.76%
28DISNEY WALT CO COM25468710612,624$1.4M0.75%
29NETFLIX COM INCNFLX1,201$1.4M0.75%
30QUALCOMM INC COMQCOM8,646$1.4M0.75%
31CREDO TECHNOLOGY GROUP HOLDINGSCRDO9,830$1.4M0.75%
32JABIL INCJBL6,557$1.4M0.74%
33REDDIT INCRDDT6,176$1.4M0.74%
34F5 INCFFIV4,382$1.4M0.74%
35TERADATA CORPTDC65,803$1.4M0.74%
36T MOBILE US INCTMUSZ5,860$1.4M0.73%
37CORSAIR GAMING INC COMCRSR156,461$1.4M0.73%
38SERVICENOW INC COMNOW1,514$1.4M0.73%
39OKTA INC CL AOKTA15,124$1.4M0.72%
40ANALOG DEVICES INCADI5,601$1.4M0.72%
41COMCAST CORP CLASS ACCZ43,704$1.4M0.72%
42TWILIO INC ATWLO13,639$1.4M0.71%
43BOOZ ALLEN HAMILTON HOLDINGBAH13,511$1.4M0.70%
44QORVO INCQRVO14,808$1.3M0.70%
45ROPER TECHNOLOGIES INC COMROP2,668$1.3M0.69%
46MOTOROLA SOLUTIONS INCMSI2,888$1.3M0.69%
47PTC INCPTC6,468$1.3M0.68%
48ARROW ELECTRS INC04273510010,842$1.3M0.68%
49NCR VOYIX CORPORATIONNCRRP104,000$1.3M0.68%
50TYLER TECHNOLOGIES INCTYL2,468$1.3M0.67%
51ARRAY TECHNOLOGIES INC COM SHSARRY154,129$1.3M0.65%
52UNITED NAT FOODS INCUNTCW20,663$777,3420.40%
53DUOLINGO INC CL A COMDUOL2,189$704,5080.37%
5489BIO INC28255910347,871$703,7040.37%
55DOORDASH INC CL ADASH2,418$657,6720.34%
56ULTA BEAUTY INC COMULTA1,160$634,2300.33%
57PETCO HEALTH WELLNESS CO INC COMWOOF162,426$628,5890.33%
58GARMIN LTD SHSGRMN2,514$618,9970.32%
59VICTORIAS SECRET AND CO92640010222,742$617,2180.32%
60SIGNET JEWELERS LTDSIG6,375$611,4900.32%
61CARVANA COCVNA1,611$607,7340.32%
62FIVE BELOWFIVE3,892$602,0920.31%
63URBAN OUTFITTERS INCURBN8,428$602,0120.31%
64RALPH LAUREN CORP CL ARL1,913$599,8400.31%
65PHILIP MORRIS INTL7181721093,698$599,8160.31%
66DICKS SPORTING GOODS INC2533931022,698$599,5500.31%
67MURPHY USA INC W IMUSA1,539$597,5320.31%
68BOYD GAMING CORPORATIONBYD6,897$596,2460.31%
69FRESHPET INCFRPT10,801$595,2430.31%
70KONTOOR BRANDS INC W IKTB7,440$593,4890.31%
71POST HOLDINGS INCPOST5,521$593,3970.31%
72AUTOLIV INCALV4,787$591,1950.31%
73GUESS INC COM40161710535,364$590,9320.31%
74VIKING HOLDINGS LTD ORD SHSVIK9,499$590,4580.31%
75MARRIOTT INTL INC5719032022,252$586,5110.31%
76COSTCO WHSL CORP22160K105633$585,9240.31%
77PROCTER GAMBLE CO7427181093,808$585,1000.30%
78EBAY INC COMEBAY6,432$584,9900.30%
79AMAZON COM INCAMZN2,657$583,3980.30%
80CLOROX COCLX4,709$580,6200.30%
81MERCADOLIBRE INCMELI247$577,2240.30%
82BUNGE GLOBAL SABG7,094$576,3880.30%
83WILLIAMS SONOMA INCWSM2,949$576,3820.30%
84MCDONALDS CORP COMMCD1,896$576,1750.30%
85ANDERSONS INC COMANDE14,449$575,2150.30%
86OLLIES BARGAIN OUTLET HLDGS6811161094,475$574,5900.30%
87V F CORP COMVFC39,799$574,3000.30%
88ARCOS DORADOS HOLDINGS INC AARCO85,051$574,0940.30%
89PVH CORPORATIONPVH6,802$569,8040.30%
90INGREDION INCINGR4,659$568,9100.30%
91HILTON WORLDWIDE HLDGS WIHLT2,190$568,1740.30%
92DOLLAR GENERAL CORP2566771055,474$565,7380.29%
93LIGHT WONDER INCLAWIL6,692$561,7260.29%
94DOLLAR TREE INCDLTR5,916$558,2930.29%
95BRIGHT HORIZONS FAMILY SOLUT1091941005,121$555,9870.29%
96TREVI THERAPEUTICS INCTRVI60,599$554,4810.29%
97KOHLS CORPKSS36,028$553,7500.29%
98ROYAL CARIBBEAN GROUP COMV7780T1031,695$548,4680.29%
99BOOT BARN HOLDINGS INCBOOT3,270$541,9040.28%
100BRIGHTHOUSE FINL INC10922N10310,205$541,6810.28%
101BIRKENSTOCK HOLDING PLC COM SHSBIRK11,852$536,3030.28%
102KINDERCARE LEARNING COMPANIES COMKLC79,917$530,6490.28%
103HILTON GRAND VACATIONSHGV12,669$529,6910.28%
104LEGGETT PLATT INCLEG59,639$529,5940.28%
105SHARKNINJA INCSN5,105$526,5810.27%
106CAMPING WORLD HOLDINGS INC ACWH33,332$526,3120.27%
107BURLINGTON STORES INCBURL2,050$521,7250.27%
108HERBALIFE LTDHLF60,546$511,0080.27%
109VERA THERAPEUTICS INC CL AVERA17,544$509,8290.27%
110COINBASE GLOBAL INC COM CL ACOIN1,510$509,6100.27%
111MARRIOTT VACATIONS WORLDVAC7,555$502,8610.26%
112GOLDMAN SACHS GROUP INCGSCE626$498,5150.26%
113KRYSTAL BIOTECH INCKRYS2,815$496,9320.26%
114CAL MAINE FOODS INC COM NEWCALM5,255$494,4960.26%
115OPPFI INCOPFI-WT43,161$489,0140.25%
116FIRSTCASH HLDGS INCFCFS3,068$486,0330.25%
117WINGSTOP INCWING1,926$484,7360.25%
118MORGAN STANLEY COM NEWMS-PQ3,044$483,8740.25%
119RHRH2,378$483,1140.25%
120ALLSTATE CORPALL-PJ2,238$480,3870.25%
121CITIGROUP INCC-PR4,723$479,3850.25%
122BRINKER INTL INC1096411003,773$477,9640.25%
123EVERCORE INCEVR1,416$477,6450.25%
124PENNYMAC FINANCIAL SERVICES70932M1073,843$476,0710.25%
125RENAISSANCE RE HOLDINGS LTDRNR-PG1,874$475,8650.25%
126CBOE GLOBAL MKTS INC12503M1081,939$475,5400.25%
127WILLIS TOWERS WATSON PLC LTD SHSWTW1,368$472,5760.25%
128FIDELIS INSURANCE HOLDINGS LTD COMFIHL25,916$470,3750.24%
129HOULIHAN LOKEY INCHLI2,290$470,1830.24%
130SPROUTS FARMERS MARKETS INC85208M1024,309$468,8190.24%
131ORIC PHARMACEUTICALS INC COMORIC39,044$468,5280.24%
132COGENT BIOSCIENCES INC COMCOGT32,552$467,4470.24%
133SCHWAB CHARLES CORP COMSCHW-PJ4,896$467,4210.24%
134ARTHUR J GALLAGHER CO3635761091,506$466,4680.24%
135CINCINNATI FINL CORP1720621012,943$465,2880.24%
136CME GROUP INCCME1,722$465,2670.24%
137UNITEDHEALTH GROUP INC COMUNH1,343$463,7380.24%
138MINERALYS THERAPEUTICS INC COMMLYS12,207$462,8890.24%
139ASSURANT INCAIZN2,135$462,4410.24%
140VISA INC COM CL AV1,352$461,5460.24%
141MSCI INCMSCI811$460,1700.24%
142CHUBB LIMITED COMCB1,627$459,2210.24%
143SELECTIVE INS GROUP INC8163001075,652$458,2080.24%
144TRAVELERS COS INCTRV1,640$457,9210.24%
145HARTFORD INSURANCE GROUP INC COMHIG-PG3,428$457,2610.24%
146POPULAR INCBPOPM3,600$457,2360.24%
147PROGRESSIVE CORP7433151031,850$456,8580.24%
148TRANSMEDICS GROUP INCTMDX4,063$455,8690.24%
149PROASSURANCE CORPORATIONPRA18,983$455,4020.24%
150UNIVERSAL HLTH SVCS INC CL B9139031002,227$455,2880.24%
151DIVERSIFIED HEALTHCARE TRUSTDHCNL102,955$454,0320.24%
152CENCORA INCCOR1,452$453,7940.24%
153BLACKSTONE GROUP INC CLASS ABX2,656$453,7780.24%
154AMERIPRISE FINL INC03076C106922$452,9330.24%
155ELI LILLY COLLY592$451,6960.24%
156LPL FINANCIAL HOLDINGS INC50212V1001,356$451,1280.23%
157MADRIGAL PHARMACEUTICALS INCMDGL980$449,4870.23%
158MEDPACE HLDGS INCMEDP872$448,3480.23%
159M T BANK CORP55261F1042,267$448,0050.23%
160AMERICAN INTERNATIONAL GROUP0268747845,700$447,6780.23%
161PNC FINL SVCS GROUP INC COM6934751052,209$443,8540.23%
162UNITED THERAPEUTICS CORPUTHR1,058$443,5240.23%
163EDGEWISE THERAPEUTICS INC COMEWTX27,283$442,5300.23%
164AERCAP HOLDINGS NVAER3,649$441,5290.23%
165TEXAS CAPITAL BANCSHARES INC88224Q1075,218$441,0780.23%
166JOHNSON JOHNSONJNJ2,377$440,7430.23%
167QUEST DIAGNOSTICS INCDGX2,311$440,4300.23%
168HEALTHEQUITY INCHQY4,644$440,1120.23%
169PENNYMAC MTG INV TR70931T10335,830$439,2760.23%
170S E I INVESTMENTS CO7841171035,173$438,9290.23%
171LABCORP HOLDINGS INC COM SHSLH1,522$436,9050.23%
172INTERCONTINENTAL EXCHANGE INC45866F1042,591$436,5320.23%
173PINNACLE FINANCIAL PARTNERS72346Q1044,637$434,9040.23%
174EURONET WORLDWIDE INCEEFT4,952$434,8350.23%
175FIRST AMERICAN FINANCIAL31847R1026,732$432,4640.23%
176NAVIENT CORP W DJSM32,881$432,3850.23%
177FISERV INCFISV3,343$431,0130.22%
178MOODYS CORPMCO904$430,7380.22%
179A10 NETWORKS INCATEN23,700$430,1550.22%
180HCA HEALTHCARE INC COMHCA1,008$429,6100.22%
181UMB FINL CORP9027881083,627$429,2550.22%
182STERIS PLC SHS USDSTE1,731$428,3190.22%
183BROADRIDGE FINANCIAL SOLUTIONS INC11133T1031,798$428,2300.22%
184ARDENT HEALTH INCARDT32,280$427,7100.22%
185NASDAQ INCNDAQ4,822$426,5060.22%
186ICON PLCICLR2,429$425,0750.22%
187IDEXX LABS INC45168D104661$422,3060.22%
188AMGEN INCAMGN1,491$420,7600.22%
189TELADOC INCTDOC54,323$419,9170.22%
190VERTEX PHARMACEUTICALS INC COMVRTX1,072$419,8380.22%
191RESMED INCRSMDF1,531$419,0810.22%
192SPYRE THERAPEUTICS INCSYRE24,967$418,4470.22%
193THERMO FISHER SCIENTIFIC INCTMO862$418,0870.22%
194REGENERON PHARMACEUTICALS COMREGN741$416,6420.22%
195SELECT MEDICAL HLDGS CORP81619Q10532,428$416,3760.22%
196INCYTE CORP COMINCY4,901$415,6540.22%
197WEX INC COMWEX2,637$415,4070.22%
198Q2 HOLDINGS INCQTWO5,728$414,6500.22%
199JACK HENRY ASSOCIATES INC4262811012,783$414,4720.22%
200PROG HOLDINGS INC COMPRG12,778$413,4960.22%
201NEUROCRINE BIOSCIENCES INCNBIX2,943$413,1380.22%
202RLJ LODGING TRUSTRLJ-PA57,292$412,5020.21%
203CORPAY INC COMCPAY1,426$410,7740.21%
204GILEAD SCIENCES INCGILD3,691$409,7010.21%
205S P GLOBAL INC COMSPGI838$407,8630.21%
206ILLUMINA INC COMILMN4,294$407,8010.21%
207BRISTOL MYERS SQUIBB COCELG-RI9,012$406,4410.21%
208INTUITIVE SURGICAL INCISRG908$406,0850.21%
209ENVISTA HOLDINGS CORPORATION COMNVST19,919$405,7500.21%
210BIO RAD LABS INC CL A0905722071,438$403,2010.21%
211BIOHAVEN LTD COMBHVN26,768$401,7880.21%
212GLOBUS MED INC AGMED7,010$401,4630.21%
213THE CIGNA GROUP1255231001,391$400,9560.21%
214ADAPTHEALTH CORPAHCO44,669$399,7880.21%
215QIAGEN NV COM SHSQGEN8,925$398,7690.21%
216TELEFLEX INCTFX3,250$397,6700.21%
217HERTZ GLOBAL HLDGS INC COM NEWHTZWW57,917$393,8360.21%
218VERTIV HOLDINGS COVRT2,541$383,3350.20%
219ALIGN TECHNOLOGY INCALGN3,053$382,2970.20%
220PENUMBRA INCPEN1,509$382,2600.20%
221NANO NUCLEAR ENERGY INC COMNNE9,840$379,4300.20%
222DYNE THERAPEUTICS INCDYN29,874$377,9060.20%
223MASTEC INCMTZ1,774$377,5250.20%
224STERLING INFRASTRUCTURE INCSTRL1,103$374,6670.20%
225EVOLENT HEALTH INC AEVH44,204$373,9660.19%
226DYCOM INDS INC2674751011,274$371,7020.19%
227COMFORT SYS USA INC199908104447$368,8550.19%
228CURTISS WRIGHT CORPCW657$356,7120.19%
229L3HARRIS TECHNOLOGIES INCLHX1,163$355,1920.18%
230QUANTA SVCS INC COM74762E102849$351,8430.18%
231ADVANCED ENERGY INDS COM0079731002,056$349,8080.18%
232HOWMET AEROSPACE INC COMHWM1,778$348,8970.18%
233GENEDX HOLDINGS CORP COM CL AWGSWW3,205$345,3070.18%
234FTAI AVIATION LTD SHSFTAIN2,054$342,7300.18%
235ENVIRI CORPORATIONNVRI26,942$341,8940.18%
236NORFOLK SOUTHN CORP COM6558441081,137$341,5660.18%
237GE AEROSPACE3696043011,133$340,8290.18%
238EATON CORP PLC SHSETN910$340,5670.18%
239UNION PACIFIC CORP COMUNP1,434$338,9550.18%
240RTX CORPORATIONRTX2,010$336,3330.18%
241NORTHROP GRUMMAN CORPORATIONNOC551$335,7350.17%
242GENERAL DYNAMICS CORP COMGD982$334,8620.17%
243LEIDOS HOLDINGS INC COMLDOS1,770$334,4590.17%
244WOODWARD INCWWD1,305$329,7870.17%
245WORKDAY INCWDAY1,368$329,3190.17%
246MUELLER INDS INC6247561023,246$328,2030.17%
247EMCOR GROUP INCEME505$328,0180.17%
248FED EX CORPFDX1,388$327,3040.17%
249WABTEC COM9297401081,632$327,1670.17%
250NEWMONT CORP COMNEMCL3,873$326,5330.17%
251ROCKWELL AUTOMATION INC COMROK933$326,1110.17%
252EQUIFAX INCEFX1,270$325,7930.17%
253TRANE TECHNOLOGIES PLCTT764$322,3770.17%
254ROYAL GOLD INCRGLD1,603$321,5300.17%
255GRANITE CONSTR INC COMGVA2,929$321,1650.17%
256ADOBE INCADBE909$320,6500.17%
257INTUIT COMINTU469$320,2850.17%
258NORDSON CORPNDSN1,409$319,7730.17%
259COPA HOLDINGS SA CL ACPA2,687$319,2690.17%
260ZIM INTEGRATED SHIPPING SERVIC SHSZIM23,502$318,4520.17%
261HEICO CORPHEI-A986$318,3010.17%
262CHART INDS INC16115Q3081,589$318,0380.17%
263MOSAIC CO NEW COMMOS9,150$317,3220.17%
264PARKER HANNIFIN CORPPH417$316,1490.16%
265DELUXE CORPDLX16,242$314,4450.16%
266AUTOMATIC DATA PROCESSINGADP1,069$313,7520.16%
267EMERSON ELECTRIC COEMR2,387$313,1270.16%
268LINDE PLC SHSLIN659$313,0250.16%
269HUBBELL INC COMHUBB727$312,8350.16%
270REGAL BELOIT CORPRRX2,176$312,1250.16%
271PHINIA INCPHIN5,410$310,9670.16%
272VULCAN MATLS CO COM9291601091,007$309,7730.16%
273JETBLUE AIRWAYS CORP47714310162,410$307,0570.16%
274LINCOLN ELEC HLDGS INC5339001061,298$306,1070.16%
275AGCO CORPAGCO2,855$305,6850.16%
276CROWN HLDGS INCCCK3,150$304,2590.16%
277STRATEGY INC COMMON STOCK CLASS ASTRK944$304,1660.16%
278MRC GLOBAL INC55345K10320,993$302,7190.16%
279STANLEY BLACK DECKER INCSWK4,043$300,5160.16%
280ECOLAB INCECL1,084$296,8640.15%
281BRIGHTVIEW HOLDINGS INCBV22,078$295,8450.15%
282CARPENTER TECHNOLOGY CORPCRS1,200$294,6480.15%
283DELTA AIR LINES INCDAL5,182$294,0790.15%
284BALL CORPBALL5,829$293,8980.15%
285PACKAGING CORP AMERICA6951561091,348$293,7700.15%
286ARCBEST CORPARCB4,188$292,6160.15%
287GENERAC HLDGS INCGNRC1,747$292,4480.15%
288MANPOWERGROUP INCMAN7,684$291,2240.15%
289LENNOX INTERNATIONAL INC526107107548$290,0890.15%
290SYLVAMO CORP COMMON STOCKSLVM6,543$289,3310.15%
291OWENS CORNING INCOC2,038$288,2950.15%
292AVERY DENNISON CORPAVY1,767$286,5540.15%
293TOPBUILD CORPBLD728$284,5460.15%
294CBIZ INCCBZ5,296$280,4760.15%
295APPLE INCAAPL1,100$280,0930.15%
296CORTEVA INC COMCTVA4,106$277,6890.14%
297SPIRE INCSRJN3,344$272,6030.14%
298FORWARD AIR CORP COMFWRD10,610$272,0400.14%
299FRONTIER GROUP HLDGS INC COMULCC61,144$269,9510.14%
300NATIONAL FUEL GAS CO NJNFG2,920$269,7200.14%
301WEC ENERGY GROUP INC COMWEC2,342$268,3700.14%
302THE SCOTTS MIRACLE GRO COMPANYSMG4,710$268,2350.14%
303ENTERGY CORPORATIONENO2,874$267,8280.14%
304SKYWEST INCSKYW2,659$267,5490.14%
305CARLISLE COS INC142339100799$262,8390.14%
306AMERICAN ELEC PWR CO INC COM0255371012,335$262,6880.14%
307MILLERKNOLL INC COMMLKN14,787$262,3210.14%
308BROOKFIELD RENEWABLE CORP CL ABEPC7,612$262,0050.14%
309PUBLIC SVC ENTERPRISE GROUP INC7445731063,111$259,6440.14%
310ATMOS ENERGY CORPATO1,517$259,0280.13%
311DUKE ENERGY HOLDING CORPDUKB2,092$258,8850.13%
312VERALTO CORP COM SHSVLTO2,391$254,9050.13%
313CHENIERE ENERGY INCLNG1,072$251,8990.13%
314CENTURI HOLDINGS INC COM SHSCTRI11,710$247,9010.13%
315AMERICAN WATER WORKS CO INC0304201031,760$244,9740.13%
316HUNTSMAN CORPHUN26,440$237,4310.12%
317BROOKDALE SR LIVING INC11246310423,667$200,4590.10%
318PEBBLEBROOK HOTEL TRUSTPEB-PH15,469$176,1920.09%
319XENIA HOTELS RESORTS INCXHR12,656$173,6400.09%
320UNITI GROUP INCUNIT28,320$173,3180.09%
321EXP WORLD HLDGS INC COMEXPI16,255$173,2780.09%
322HUDSON PACIFIC PROPERTIES INC44409710959,407$163,9630.09%
323THE REAL BROKERAGE INC COM NEW75585H20634,699$145,0420.08%