OPTIMIZE FINANCIAL INC

PrivateCIK: 2033266
Location

LAGUNA HILLS, CA

297
Positions
$203.29M
Total AUM (reported)
5.21M
Total Shares

Allocation by class

TOTAL AUM$203.29M297 positions
COM$203.29M100.0%

Portfolio Concentration

Top 34.9%4–1010.5%11–2520.8%Rest63.8%TOP 1015.3%0%100%
Top 3$9.87M4.9%
4–10$21.32M10.5%
11–25$42.32M20.8%
Rest$129.78M63.8%

Top 3 weight

4.9%

Top 10 weight

15.3%

Voting Authority Distribution

Total shares with voting rights: 5.21M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.21M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole297
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings297
Rows:

LUMENTUM HOLDINGS INC W I

SOLE
COM
Shares4.81K
TypeSH
Market value$3.38M
1.66%
Sole
0.00
Shared
0.00
None
4.81K

SANDISK CORP COM

SOLE
COM
Shares5.31K
TypeSH
Market value$3.38M
1.66%
Sole
0.00
Shared
0.00
None
5.31K

SEAGATE TECHNOLOGY HLDNGS PLC ORD

SOLE
COM
Shares7.94K
TypeSH
Market value$3.11M
1.53%
Sole
0.00
Shared
0.00
None
7.94K

TTM TECHNOLOGIES

SOLE
COM
Shares31.88K
TypeSH
Market value$3.11M
1.53%
Sole
0.00
Shared
0.00
None
31.88K

WESTERN DIGITAL CORP COM

SOLE
COM
Shares11.43K
TypeSH
Market value$3.09M
1.52%
Sole
0.00
Shared
0.00
None
11.43K

KLA CORPORATION

SOLE
COM
Shares2.08K
TypeSH
Market value$3.07M
1.51%
Sole
0.00
Shared
0.00
None
2.08K

TERADYNE INC

SOLE
COM
Shares10.26K
TypeSH
Market value$3.04M
1.50%
Sole
0.00
Shared
0.00
None
10.26K

APPLE INC COM

SOLE
COM
Shares11.86K
TypeSH
Market value$3.01M
1.48%
Sole
0.00
Shared
0.00
None
11.86K

LAM RESEARCH CORP

SOLE
COM
Shares14.06K
TypeSH
Market value$3.00M
1.48%
Sole
0.00
Shared
0.00
None
14.06K

MACOM TECHNOLOGY SOLUTIONS H

SOLE
COM
Shares13.50K
TypeSH
Market value$3.00M
1.48%
Sole
0.00
Shared
0.00
None
13.50K

FABRINET

SOLE
COM
Shares5.72K
TypeSH
Market value$2.99M
1.47%
Sole
0.00
Shared
0.00
None
5.72K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares14.56K
TypeSH
Market value$2.96M
1.46%
Sole
0.00
Shared
0.00
None
14.56K

APPLIED MATERIALS INC

SOLE
COM
Shares8.63K
TypeSH
Market value$2.95M
1.45%
Sole
0.00
Shared
0.00
None
8.63K

FIRST SOLAR INC

SOLE
COM
Shares14.81K
TypeSH
Market value$2.92M
1.44%
Sole
0.00
Shared
0.00
None
14.81K

ARROW ELECTRS INC

SOLE
COM
Shares20.25K
TypeSH
Market value$2.90M
1.43%
Sole
0.00
Shared
0.00
None
20.25K

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares10.29K
TypeSH
Market value$2.90M
1.43%
Sole
0.00
Shared
0.00
None
10.29K

TE CONNECTIVITY PLC COM

SOLE
COM
Shares13.61K
TypeSH
Market value$2.85M
1.40%
Sole
0.00
Shared
0.00
None
13.61K

COHERENT CORP

SOLE
COM
Shares11.89K
TypeSH
Market value$2.83M
1.39%
Sole
0.00
Shared
0.00
None
11.89K

ANALOG DEVICES INC

SOLE
COM
Shares8.87K
TypeSH
Market value$2.82M
1.39%
Sole
0.00
Shared
0.00
None
8.87K

QORVO INC

SOLE
COM
Shares36.09K
TypeSH
Market value$2.79M
1.37%
Sole
0.00
Shared
0.00
None
36.09K

NVIDIA CORP COM

SOLE
COM
Shares15.76K
TypeSH
Market value$2.75M
1.35%
Sole
0.00
Shared
0.00
None
15.76K

PENGUIN SOLUTIONS INC

SOLE
COM
Shares153.47K
TypeSH
Market value$2.70M
1.33%
Sole
0.00
Shared
0.00
None
153.47K

AMPHENOL CORP CL A

SOLE
COM
Shares21.25K
TypeSH
Market value$2.68M
1.32%
Sole
0.00
Shared
0.00
None
21.25K

MOTOROLA SOLUTIONS INC

SOLE
COM
Shares6.08K
TypeSH
Market value$2.64M
1.30%
Sole
0.00
Shared
0.00
None
6.08K

INTERNATIONAL BUS MACH CORP COM

SOLE
COM
Shares10.83K
TypeSH
Market value$2.62M
1.29%
Sole
0.00
Shared
0.00
None
10.83K
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