Holdings of Optimize Financial Inc
269 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 17.3 % of the equity sleeve
Sector breakdown
- Technology 29.7 %
- Financials 5.1 %
- Health care 5.0 %
- Industrials 4.0 %
- Consumer discretionary 3.3 %
- Consumer staples 1.8 %
- Communication 0.7 %
- Materials 0.7 %
- Utilities 0.6 %
- Energy 0.2 %
- Unattributed 48.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 269 | 179.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | AAR Corp | 3,237 | 354.3K $ | |
| 202 | Tenet Healthcare Corp | 1,870 | 352.9K $ | |
| 203 | Regal Rexnord Corp | 1,883 | 352.6K $ | |
| 204 | Cummins Inc | 651 | 350.3K $ | |
| 205 | Vertiv Holdings Co | 1,394 | 349.3K $ | |
| 206 | JB Hunt Transport Services Inc | 1,645 | 348.6K $ | |
| 207 | FedEx Corp | 969 | 345.1K $ | |
| 208 | SPX Technologies Inc | 1,716 | 343.1K $ | |
| 209 | Frontier Group Holdings Inc | 97,037 | 342.5K $ | |
| 210 | Nordson Corp | 1,287 | 342.4K $ | |
| 211 | Rockwell Automation Inc | 950 | 340.9K $ | |
| 212 | TransMedics Group Inc | 3,419 | 339.9K $ | |
| 213 | Woodward Inc | 934 | 334.3K $ | |
| 214 | Dycom Industries Inc | 983 | 333.1K $ | |
| 215 | LCI Industries | 2,708 | 333K $ | |
| 216 | Construction Partners Inc | 2,974 | 330.5K $ | |
| 217 | AGCO Corp | 2,835 | 328.5K $ | |
| 218 | TriNet Group Inc | 9,005 | 328.1K $ | |
| 219 | Waste Management Inc | 1,427 | 327.9K $ | |
| 220 | Jacobs Solutions Inc | 2,567 | 326.7K $ | |
| 221 | BrightView Holdings Inc | 27,615 | 325.6K $ | |
| 222 | Hexcel Corp | 3,965 | 320.9K $ | |
| 223 | HEICO Corp | 1,157 | 317.2K $ | |
| 224 | ASGN Inc | 8,190 | 317K $ | |
| 225 | Northrop Grumman Corp | 464 | 316.6K $ | |
| 226 | Paylocity Holding Corp | 2,925 | 316K $ | |
| 227 | Intuit Inc | 730 | 315.6K $ | |
| 228 | Lockheed Martin Corp | 522 | 315.5K $ | |
| 229 | Automatic Data Processing Inc | 1,552 | 315.3K $ | |
| 230 | Crane Co | 1,838 | 314.3K $ | |
| 231 | Huntington Ingalls Industries, Inc. | 818 | 310.8K $ | |
| 232 | Astronics Corp | 4,623 | 308.5K $ | |
| 233 | General Electric Co | 1,086 | 308.2K $ | |
| 234 | Leidos Holdings Inc | 1,974 | 307K $ | |
| 235 | Olema Pharmaceuticals Inc | 20,567 | 306.7K $ | |
| 236 | NANO Nuclear Energy Inc | 14,922 | 305.6K $ | |
| 237 | Boeing Co/The | 1,520 | 302.5K $ | |
| 238 | Eve Holding Inc | 120,299 | 298.3K $ | |
| 239 | Herc Holdings Inc | 2,924 | 291.1K $ | |
| 240 | HubSpot Inc | 1,184 | 289K $ | |
| 241 | Blackbaud Inc | 7,294 | 281.6K $ | |
| 242 | Insight Enterprises Inc | 4,133 | 277K $ | |
| 243 | Celanese Corp | 4,134 | 271.9K $ | |
| 244 | MillerKnoll Inc | 17,821 | 257.7K $ | |
| 245 | NextDecade Corp | 32,267 | 247.2K $ | |
| 246 | Warrior Met Coal Inc | 2,635 | 245.5K $ | |
| 247 | Cheniere Energy Inc | 845 | 239.8K $ | |
| 248 | Par Pacific Holdings Inc | 3,710 | 232.4K $ | |
| 249 | CF Industries Holdings Inc | 1,761 | 228.6K $ | |
| 250 | Edison International | 3,022 | 221.2K $ | |
| 251 | National Fuel Gas Co | 2,334 | 219.3K $ | |
| 252 | Atmos Energy Corp | 1,172 | 216.5K $ | |
| 253 | Ameren Corp | 1,944 | 213.7K $ | |
| 254 | Pinnacle West Capital Corp. | 2,117 | 213.3K $ | |
| 255 | Spire Inc | 2,351 | 212.9K $ | |
| 256 | DTE Energy Co | 1,445 | 211.3K $ | |
| 257 | Sable Offshore Corp | 12,618 | 208.4K $ | |
| 258 | Sonoco Products Co | 3,822 | 206.7K $ | |
| 259 | Ovintiv Inc | 3,478 | 206.5K $ | |
| 260 | Nucor Corp | 1,208 | 204.3K $ | |
| 261 | Reliance Inc | 672 | 204.2K $ | |
| 262 | PPG Industries Inc | 1,910 | 204.1K $ | |
| 263 | Veralto Corp | 2,298 | 203.2K $ | |
| 264 | Steel Dynamics Inc | 1,122 | 202K $ | |
| 265 | Eversource Energy | 2,914 | 201.9K $ | |
| 266 | HF Sinclair Corp | 3,225 | 201.2K $ | |
| 267 | Dakota Gold Corp | 33,423 | 168.8K $ | |
| 268 | Uniti Group Inc | 14,275 | 133.9K $ | |
| 269 | eXp World Holdings Inc | 18,082 | 108.3K $ | |