Optimize Financial Inc. filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 198.53 M reflecting a +3.39% change from the prior quarter, spanning 320 assets. The top 10 holdings comprised 13.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 5 complete exits.
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Optimize Financial submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Optimize Financial reported a managed portfolio value of 198.53 M, consisting of 320 individual positions.
This page displays the raw filing documents. To see which stocks Optimize Financial bought or sold during Q4 2025, please visit Optimize Financial's Portfolio Analysis page.