FCHI8,114.840.53%
GDAXI24,292.381.41%
DJI49,652.141.62%
XLE59.840.37%
STOXX50E5,881.511.12%
XLF52.230.17%
FTSE10,318.86-0.58%
IXIC24,892.310.89%
RUT2,799.912.21%
GSPC7,209.011.02%
Temp26.9°C
UV0
Feels29.9°C
Humidity78%
Wind20.9 km/h
Air QualityAQI 1
Cloud Cover55%
Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time6:11 AM
Markets
13F
Insiders
Press Releases
Companies
People
Cayman Journal
1 May 2026
13F HOLDINGS REPORT

Optimize Financial Inc

Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0002033266-26-000001

Total Value
$198.5M
Positions
320
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1PROFICIENT AUTO LOGISTICS INPAL372,967$3.6M1.81%
2WARNER BROS DISCOVERY INC SERIES AWBD123,696$3.6M1.80%
3LUMENTUM HOLDINGS INC W ILITE9,394$3.5M1.74%
4MICRON TECHNOLOGY INCMU10,689$3.1M1.54%
5APPLIED MATERIALS INC0382221058,584$2.2M1.11%
6MKS INCMKSI13,435$2.1M1.08%
7APPLOVIN CORP COM CL AAPP3,050$2.1M1.04%
8TERADATA CORPTDC66,763$2.0M1.02%
9ADVANCED MICRO DEVICES INCAMD9,266$2.0M1.00%
10TWILIO INC ATWLO13,835$2.0M0.99%
11KLA CORP COM NEWKLAC1,545$1.9M0.95%
12SEMTECH CORPSMTC23,112$1.7M0.86%
13INTL BUSINESS MACHINES CORPINTR5,633$1.7M0.84%
14SINCLAIR BROADCAST GROUP INC CL ASBGI108,625$1.7M0.84%
15TKO GROUP HOLDINGS INCTKO7,748$1.6M0.82%
16NVIDIA CORPNVDA8,428$1.6M0.79%
17ANALOG DEVICES INCADI5,681$1.5M0.78%
18JABIL INCJBL6,649$1.5M0.76%
19QUALCOMM INC COMQCOM8,770$1.5M0.76%
20LIBERTY MEDIA CORP DEL COMFWONB14,922$1.5M0.74%
21MONOLITHIC POWER SYSTEMS INC6098391051,615$1.5M0.74%
22DISNEY WALT CO COM25468710612,804$1.5M0.73%
23ULTRA CLEAN HOLDINGSUCTT57,359$1.5M0.73%
24ARRAY TECHNOLOGIES INC COM SHSARRY156,377$1.4M0.73%
25REDDIT INCRDDT6,264$1.4M0.73%
26CREDO TECHNOLOGY GROUP HOLDINGSCRDO9,970$1.4M0.72%
27DELL TECHNOLOGIES INC CL CDELL11,208$1.4M0.71%
28OKTA INC CL AOKTA15,344$1.3M0.67%
29META PLATFORMS INCMETA2,008$1.3M0.67%
30COMCAST CORP CLASS ACCZ44,340$1.3M0.67%
31TELEDYNE TECHNOLOGIES INC COMTDY2,553$1.3M0.66%
32QORVO INCQRVO15,024$1.3M0.64%
33VICTORIAS SECRET AND CO92640010223,074$1.2M0.63%
34LIBERTY BROADBAND CLBRDP25,036$1.2M0.61%
35ARROW ELECTRS INC04273510010,998$1.2M0.61%
36T MOBILE US INCTMUSZ5,944$1.2M0.61%
37ROPER TECHNOLOGIES INC COMROP2,704$1.2M0.61%
38CHARTER COMMUNICATIONS INC NEW16119P1085,740$1.2M0.60%
39SERVICENOW INC COMNOW7,674$1.2M0.59%
40COGENT BIOSCIENCES INC COMCOGT33,024$1.2M0.59%
41BOOZ ALLEN HAMILTON HOLDINGBAH13,707$1.2M0.58%
42VEEVA SYSTEMS INC CLASS AVEEV5,139$1.1M0.58%
43PTC INCPTC6,560$1.1M0.58%
44NETFLIX COM INCNFLX12,182$1.1M0.58%
45TYLER TECHNOLOGIES INCTYL2,504$1.1M0.57%
46F5 INCFFIV4,442$1.1M0.57%
47MOTOROLA SOLUTIONS INCMSI2,928$1.1M0.57%
48OPTIMUM COMMUNICATIONS INCOPTU671,334$1.1M0.56%
49PENGUIN SOLUTIONS INCPENG56,354$1.1M0.56%
50NCR VOYIX CORPORATIONNCRRP105,516$1.1M0.54%
51WIX COM LTDWIX9,160$951,6320.48%
52CORSAIR GAMING INC COMCRSR158,745$942,9450.47%
53VERA THERAPEUTICS INC CL AVERA17,800$901,3920.45%
54AMC ENTMT HLDGS INC CL A NEW00165C302543,906$848,4930.43%
55SPYRE THERAPEUTICS INCSYRE25,331$829,8440.42%
56HERBALIFE LTDHLF61,426$791,7810.40%
57ANDERSONS INC COMANDE14,657$779,3130.39%
58TREVI THERAPEUTICS INCTRVI61,483$769,7670.39%
59KOHLS CORPKSS36,552$746,0260.38%
60FIVE BELOWFIVE3,948$743,6450.37%
61DOLLAR TREE INCDLTR6,000$738,0600.37%
62DOLLAR GENERAL CORP2566771055,550$736,8740.37%
63V F CORP COMVFC40,379$730,0520.37%
64ULTA BEAUTY INC COMULTA1,176$711,4920.36%
65MARRIOTT INTL INC5719032022,284$708,5880.36%
66UNITED NAT FOODS INCUNTCW20,963$705,8240.36%
67KRYSTAL BIOTECH INCKRYS2,855$703,8720.35%
68CARVANA COCVNA1,631$688,3150.35%
69VIKING HOLDINGS LTD ORD SHSVIK9,635$688,0350.35%
70EDGEWISE THERAPEUTICS INC COMEWTX27,679$686,8540.35%
71RALPH LAUREN CORP CL ARL1,937$684,9430.35%
72BRIGHTHOUSE FINL INC10922N10310,353$670,7710.34%
73FRESHPET INCFRPT10,957$667,6100.34%
74LEGGETT PLATT INCLEG60,507$665,5770.34%
75ELI LILLY COLLY600$644,8080.32%
76URBAN OUTFITTERS INCURBN8,548$643,3220.32%
77BUNGE GLOBAL SABG7,194$640,8420.32%
78HILTON WORLDWIDE HLDGS WIHLT2,218$637,1210.32%
79ARCOS DORADOS HOLDINGS INC AARCO86,291$633,3760.32%
80MURPHY USA INC W IMUSA1,559$629,0880.32%
81GLOBUS MED INC AGMED7,110$620,7740.31%
82AMAZON COM INCAMZN2,651$611,9040.31%
83PHILIP MORRIS INTL7181721093,750$601,5000.30%
84GUESS INC COM40161710535,880$600,9900.30%
85BURLINGTON STORES INCBURL2,078$600,2300.30%
86BOYD GAMING CORPORATIONBYD6,997$596,4240.30%
87DYNE THERAPEUTICS INCDYN30,310$592,8640.30%
88MCDONALDS CORP COMMCD1,920$586,8100.30%
89BOOT BARN HOLDINGS INCBOOT3,314$584,8220.29%
90SHARKNINJA INCSN5,177$579,3060.29%
91REGENERON PHARMACEUTICALS COMREGN749$578,1310.29%
92MADRIGAL PHARMACEUTICALS INCMDGL992$577,6810.29%
93AUTOLIV INCALV4,855$576,2890.29%
94HILTON GRAND VACATIONSHGV12,853$575,1720.29%
95ILLUMINA INC COMILMN4,354$571,0710.29%
96EBAY INC COMEBAY6,524$568,2400.29%
97CITIGROUP INCC-PR4,791$559,0620.28%
98GOLDMAN SACHS GROUP INCGSCE632$555,5280.28%
99DOORDASH INC CL ADASH2,450$554,8760.28%
100POST HOLDINGS INCPOST5,601$554,7790.28%
101BRINKER INTL INC1096411003,825$548,9640.28%
102MORGAN STANLEY COM NEWMS-PQ3,088$548,2130.28%
103PROCTER GAMBLE CO7427181093,790$543,1450.27%
104COSTCO WHSL CORP22160K105629$542,4120.27%
105DICKS SPORTING GOODS INC2533931022,734$541,2500.27%
106SIGNET JEWELERS LTDSIG6,467$535,9850.27%
107WILLIAMS SONOMA INCWSM2,989$533,8060.27%
108RENAISSANCE RE HOLDINGS LTDRNR-PG1,898$533,6420.27%
109AERCAP HOLDINGS NVAER3,701$532,0560.27%
110BRIGHT HORIZONS FAMILY SOLUT1091941005,193$526,5700.27%
111UNITED THERAPEUTICS CORPUTHR1,070$521,3580.26%
112INGREDION INCINGR4,727$521,1990.26%
113INTUITIVE SURGICAL INCISRG920$521,0510.26%
114ASSURANT INCAIZN2,163$520,9590.26%
115GARMIN LTD SHSGRMN2,550$517,2680.26%
116JACK HENRY ASSOCIATES INC4262811012,823$515,1410.26%
117FIDELIS INSURANCE HOLDINGS LTD COMFIHL26,292$514,5340.26%
118CHUBB LIMITED COMCB1,647$514,0620.26%
119PENNYMAC FINANCIAL SERVICES70932M1073,899$514,0440.26%
120DIVERSIFIED HEALTHCARE TRUSTDHCNL104,455$506,6070.26%
121THERMO FISHER SCIENTIFIC INCTMO874$506,4390.26%
122ZIM INTEGRATED SHIPPING SERVIC SHSZIM23,842$506,1660.25%
123TRANSMEDICS GROUP INCTMDX4,119$501,0760.25%
124JOHNSON JOHNSONJNJ2,409$498,5430.25%
125MERCADOLIBRE INCMELI247$497,5220.25%
126OLLIES BARGAIN OUTLET HLDGS6811161094,539$497,5200.25%
127CENCORA INCCOR1,472$497,1680.25%
128MEDPACE HLDGS INCMEDP884$496,4990.25%
129FIRSTCASH HLDGS INCFCFS3,112$495,9910.25%
130SCHWAB CHARLES CORP COMSCHW-PJ4,964$495,9530.25%
131AMGEN INCAMGN1,511$494,5650.25%
132AMERICAN INTERNATIONAL GROUP0268747845,780$494,4790.25%
133CBOE GLOBAL MKTS INC12503M1081,967$493,7170.25%
134BRISTOL MYERS SQUIBB COCELG-RI9,140$493,0120.25%
135UNIVERSAL HLTH SVCS INC CL B9139031002,259$492,5070.25%
136BIRKENSTOCK HOLDING PLC COM SHSBIRK12,024$491,7820.25%
137VERTEX PHARMACEUTICALS INC COMVRTX1,084$491,4420.25%
138INCYTE CORP COMINCY4,969$490,7880.25%
139LPL FINANCIAL HOLDINGS INC50212V1001,372$490,0370.25%
140ENVIRI CORPORATIONNVRI27,334$489,8250.25%
141EVERCORE INCEVR1,436$488,5990.25%
142SELECT MEDICAL HLDGS CORP81619Q10532,900$488,5650.25%
143CINCINNATI FINL CORP1720621012,983$487,1840.25%
144ALIGN TECHNOLOGY INCALGN3,097$483,5970.24%
145CLOROX COCLX4,777$481,6650.24%
146TRAVELERS COS INCTRV1,660$481,5000.24%
147SELECTIVE INS GROUP INC8163001075,732$479,5960.24%
148ROYAL CARIBBEAN GROUP COMV7780T1031,719$479,4630.24%
149TEXAS CAPITAL BANCSHARES INC88224Q1075,294$479,3190.24%
150HARTFORD INSURANCE GROUP INC COMHIG-PG3,476$478,9930.24%
151CME GROUP INCCME1,746$476,7980.24%
152HCA HEALTHCARE INC COMHCA1,020$476,1970.24%
153PENUMBRA INCPEN1,529$475,3810.24%
154NASDAQ INCNDAQ4,890$474,9660.24%
155VISA INC COM CL AV1,349$473,1080.24%
156ALLSTATE CORPALL-PJ2,270$472,5010.24%
157MSCI INCMSCI819$469,8850.24%
158MOODYS CORPMCO916$467,9390.24%
159PNC FINL SVCS GROUP INC COM6934751052,241$467,7640.24%
160WINGSTOP INCWING1,954$466,0090.23%
161PROASSURANCE CORPORATIONPRA19,259$465,2970.23%
162PETCO HEALTH WELLNESS CO INC COMWOOF164,794$463,0710.23%
163RTX CORPORATIONRTX2,521$462,3510.23%
164PVH CORPORATIONPVH6,898$462,3040.23%
165M T BANK CORP55261F1042,293$461,9940.23%
166KONTOOR BRANDS INC W IKTB7,548$461,1070.23%
167GILEAD SCIENCES INCGILD3,743$459,4160.23%
168OPPFI INCOPFI-WT43,789$458,0330.23%
169AMERIPRISE FINL INC03076C106934$457,9780.23%
170PENNYMAC MTG INV TR70931T10336,350$456,1930.23%
171WILLIS TOWERS WATSON PLC LTD SHSWTW1,384$454,7820.23%
172POPULAR INCBPOPM3,652$454,7470.23%
173IDEXX LABS INC45168D104669$452,5990.23%
174ADAPTHEALTH CORPAHCO45,321$451,3970.23%
175MINERALYS THERAPEUTICS INC COMMLYS12,383$449,3790.23%
176UNITEDHEALTH GROUP INC COMUNH1,359$448,6190.23%
177PINNACLE FINANCIAL PARTNERS72346Q1044,701$448,5220.23%
178ICON PLCICLR2,461$448,4430.23%
179STERIS PLC SHS USDSTE1,755$444,9280.22%
180S P GLOBAL INC COMSPGI850$444,2020.22%
181MARRIOTT VACATIONS WORLDVAC7,663$442,0780.22%
182BIO RAD LABS INC CL A0905722071,458$441,7590.22%
183ENVISTA HOLDINGS CORPORATION COMNVST20,207$438,6940.22%
184ADVANCED ENERGY INDS COM0079731002,084$436,3270.22%
185DYCOM INDS INC2674751011,290$435,8910.22%
186CORPAY INC COMCPAY1,446$435,1450.22%
187NAVIENT CORP W DJSM33,361$433,6930.22%
188RLJ LODGING TRUSTRLJ-PA58,128$433,0540.22%
189RHRH2,410$431,7520.22%
190HEALTHEQUITY INCHQY4,708$431,3000.22%
191S E I INVESTMENTS CO7841171035,245$430,1950.22%
192PROGRESSIVE CORP7433151031,874$426,7470.21%
193INTERCONTINENTAL EXCHANGE INC45866F1042,627$425,4690.21%
194CAL MAINE FOODS INC COM NEWCALM5,331$424,1880.21%
195UMB FINL CORP9027881083,679$423,2320.21%
196NEUROCRINE BIOSCIENCES INCNBIX2,983$423,0790.21%
197GENEDX HOLDINGS CORP COM CL AWGSWW3,249$422,5650.21%
198COMFORT SYS USA INC199908104451$420,9140.21%
199FIRST AMERICAN FINANCIAL31847R1026,828$419,5120.21%
200A10 NETWORKS INCATEN23,700$419,2530.21%
201Q2 HOLDINGS INCQTWO5,808$419,1050.21%
202VERTIV HOLDINGS COVRT2,577$417,5000.21%
203BLACKSTONE GROUP INC CLASS ABX2,692$414,9450.21%
204FTAI AVIATION LTD SHSFTAIN2,082$409,8420.21%
205QIAGEN NV COM SHSQGEN9,053$407,1130.21%
206FED EX CORPFDX1,408$406,7150.20%
207BROADRIDGE FINANCIAL SOLUTIONS INC11133T1031,822$406,6160.20%
208QUEST DIAGNOSTICS INCDGX2,343$406,5810.20%
209HOULIHAN LOKEY INCHLI2,322$404,4690.20%
210TELEFLEX INCTFX3,294$402,0000.20%
211WOODWARD INCWWD1,321$399,3650.20%
212WEX INC COMWEX2,673$398,2240.20%
213ARTHUR J GALLAGHER CO3635761091,526$394,9140.20%
214NEWMONT CORP COMNEMCL3,929$392,3110.20%
215MASTEC INCMTZ1,798$390,8310.20%
216DUOLINGO INC CL A COMDUOL2,217$389,0840.20%
217THE CIGNA GROUP1255231001,411$388,3500.20%
218LABCORP HOLDINGS INC COM SHSLH1,542$386,8570.19%
219TELADOC INCTDOC55,115$385,8050.19%
220CARPENTER TECHNOLOGY CORPCRS1,216$382,8450.19%
221EURONET WORLDWIDE INCEEFT5,024$382,3770.19%
222PROG HOLDINGS INC COMPRG12,962$382,2490.19%
223MUELLER INDS INC6247561023,290$377,6920.19%
224RESMED INC COMRSMDF1,551$373,5890.19%
225PARKER HANNIFIN CORPPH421$370,0420.19%
226HOWMET AEROSPACE INC COMHWM1,802$369,4460.19%
227DELUXE CORPDLX16,478$367,9540.19%
228ROCKWELL AUTOMATION INC COMROK945$367,6710.19%
229CURTISS WRIGHT CORPCW665$366,5950.18%
230DELTA AIR LINES INCDAL5,254$364,6280.18%
231QUANTA SVCS INC COM74762E102861$363,3940.18%
232ROYAL GOLD INCRGLD1,623$360,7770.18%
233GE AEROSPACE3696043011,149$353,9260.18%
234WABTEC COM9297401081,652$352,6190.18%
235KINDERCARE LEARNING COMPANIES COMKLC81,081$350,2700.18%
236SPROUTS FARMERS MARKETS INC85208M1024,369$348,0780.18%
237L3HARRIS TECHNOLOGIES INCLHX1,179$346,1190.17%
238COINBASE GLOBAL INC COM CL ACOIN1,530$345,9940.17%
239PHINIA INCPHIN5,486$343,9170.17%
240NORDSON CORPNDSN1,429$343,5740.17%
241STERLING INFRASTRUCTURE INCSTRL1,119$342,6710.17%
242GRANITE CONSTR INC COMGVA2,969$342,4740.17%
243UNION PACIFIC CORP COMUNP1,454$336,3390.17%
244GENERAL DYNAMICS CORP COMGD994$334,6400.17%
245NORFOLK SOUTHN CORP COM6558441081,153$332,8940.17%
246CHART INDS INC16115Q3081,609$331,8240.17%
247CAMPING WORLD HOLDINGS INC ACWH33,816$329,0300.17%
248CROWN HLDGS INCCCK3,194$328,8860.17%
249COPA HOLDINGS SA CL ACPA2,723$328,4210.17%
250HUBBELL INC COMHUBB735$326,4210.16%
251AVERY DENNISON CORPAVY1,791$325,7470.16%
252ORIC PHARMACEUTICALS INC COMORIC39,612$324,0260.16%
253LEIDOS HOLDINGS INC COMLDOS1,794$323,6380.16%
254HEICO CORPHEI-A998$322,9430.16%
255ADOBE INCADBE921$322,3410.16%
256EMERSON ELECTRIC COEMR2,419$321,0500.16%
257SYLVAMO CORP COMMON STOCKSLVM6,635$319,4750.16%
258NORTHROP GRUMMAN CORP COMNOC555$316,4660.16%
259ARCBEST CORPARCB4,248$315,1590.16%
260LINCOLN ELEC HLDGS INC5339001061,314$314,8870.16%
261INTUIT COMINTU473$313,3250.16%
262BALL CORPBALL5,913$313,2120.16%
263EMCOR GROUP INCEME509$311,4010.16%
264REGAL BELOIT CORPRRX2,204$309,2650.16%
265TOPBUILD CORP COMBLD736$307,0520.15%
266BIOHAVEN LTD COMBHVN27,156$306,5910.15%
267STANLEY BLACK DECKER INCSWK4,099$304,4740.15%
268HERTZ GLOBAL HLDGS INC COM NEWHTZWW58,761$302,0320.15%
269AGCO CORPAGCO2,895$302,0060.15%
270TRANE TECHNOLOGIES PLCTT772$300,4620.15%
271CENTURI HOLDINGS INC COM SHSCTRI11,878$299,9200.15%
272WORKDAY INCWDAY1,384$297,2560.15%
273BROOKFIELD RENEWABLE CORP CL ABEPC7,720$295,9850.15%
274FRONTIER GROUP HLDGS INC COMULCC62,036$292,1900.15%
275EATON CORP PLC SHSETN917$292,0740.15%
276VULCAN MATLS CO COM9291601091,019$290,6390.15%
277ARDENT HEALTH INCARDT32,748$289,1650.15%
278JETBLUE AIRWAYS CORP47714310163,318$288,0970.15%
279ECOLAB INCECL1,096$287,7220.14%
280APPLE INCAAPL1,049$285,1810.14%
281BRIGHTVIEW HOLDINGS INCBV22,398$283,7830.14%
282PACKAGING CORP AMERICA6951561091,364$281,2980.14%
283SPIRE INCSRJN3,392$280,5180.14%
284EQUIFAX INCEFX1,286$279,0360.14%
285CORTEVA INC COMCTVA4,162$278,9790.14%
286THE SCOTTS MIRACLE GRO COMPANYSMG4,778$278,7960.14%
287AUTOMATIC DATA PROCESSINGADP1,081$278,0660.14%
288MILLERKNOLL INC COMMLKN14,999$274,1820.14%
289AMERICAN ELEC PWR CO INC COM0255371012,367$272,9390.14%
290LINDE PLC SHSLIN639$272,4630.14%
291CBIZ INCCBZ5,372$271,0170.14%
292SKYWEST INCSKYW2,695$270,6050.14%
293LENNOX INTERNATIONAL INC526107107556$269,9820.14%
294ENTERGY CORPORATIONENO2,914$269,3410.14%
295FORWARD AIR CORP COMFWRD10,762$269,0500.14%
296HUNTSMAN CORPHUN26,824$268,2400.14%
297DNOW INC COMDNOW20,208$267,7560.13%
298BROOKDALE SR LIVING INC11246310424,011$259,0790.13%
299CARLISLE COS INC142339100807$258,1270.13%
300ATMOS ENERGY CORPATO1,537$257,6470.13%
301PUBLIC SVC ENTERPRISE GROUP INC7445731063,155$253,3470.13%
302WEC ENERGY GROUP INC COMWEC2,374$250,3620.13%
303DUKE ENERGY HOLDING CORPDUKB2,120$248,4850.13%
304VERALTO CORP COM SHSVLTO2,423$241,7670.12%
305GENERAC HLDGS INCGNRC1,771$241,5110.12%
306NANO NUCLEAR ENERGY INC COMNNE9,980$239,6200.12%
307NATIONAL FUEL GAS CO NJNFG2,960$236,9780.12%
308AMERICAN WATER WORKS CO INC0304201031,784$232,8120.12%
309MANPOWERGROUP INCMAN7,796$231,7750.12%
310OWENS CORNING INCOC2,066$231,2060.12%
311FISERV INCFISV3,391$227,7730.11%
312MOSAIC CO NEW COMMOS9,282$223,6030.11%
313CHENIERE ENERGY INCLNG1,084$210,7190.11%
314WELLTOWER INC COMWELL1,098$203,8000.10%
315UNITI GROUP INCUNIT28,732$201,4110.10%
316XENIA HOTELS RESORTS INCXHR12,840$181,5580.09%
317EVOLENT HEALTH INC AEVH44,848$179,3920.09%
318PEBBLEBROOK HOTEL TRUSTPEB-PH15,693$177,6450.09%
319EXP WORLD HLDGS INC COMEXPI16,491$149,2440.08%
320THE REAL BROKERAGE INC COM NEW75585H20635,203$128,4910.06%