StockDriftsStockDriftsTop 50 Optimize Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 4.33% | 5.3K | $12.0M | -0.34%(-18) | $436.36(+274.31%) | 2026-06-30 | |
| PENG | PENGUIN SOLUTIONS INC | 4.18% | 152.9K | $11.6M | -0.35%(-532) | $19.11(+167.73%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.13% | 7.5K | $8.7M | -0.34%(-26) | $146.44(+565.99%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.03% | 14.5K | $8.4M | -0.34%(-50) | $147.75(+249.33%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.74% | 7.9K | $7.6M | -0.34%(-27) | $333.58(+148.87%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 2.61% | 11.4K | $7.3M | -0.34%(-39) | $221.38(+102.00%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.25% | 20.8K | $6.3M | -0.35%(-72) | $108.09(+67.12%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.23% | 8.6K | $6.2M | -0.34%(-29) | $155.70(+193.18%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.18% | 14.0K | $6.1M | -0.34%(-48) | $192.42(+54.98%) | 2026-06-30 | |
| TTMI | TTM TECHNOLOGIES INC | 2.13% | 31.8K | $5.9M | -0.35%(-110) | $21.50(+488.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +157.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +140.52% |
Optimize Financial INC reports $278.37M in US-listed equity holdings across 294 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (4.3%), PENG (4.2%) and MU (3.1%). The top 20 holdings account for 43.51% of reported assets. Its disclosed equity book has returned +157.64% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Optimize Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033266). View Optimize Financial INC’s 13F filings on SEC