Casey Witters

Optimize Financial Inc

Assets Managed

$203.288M

Holdings

297

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

2.4%(2Q avg: 2.9%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Optimize Financial Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 297 positions.

Assets under management

The assets under management (AUM) of Optimize Financial Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 203.288M in assets, with a quarterly growth rate of 2.4% and a 2-quarter average growth rate of 2.9%. The portfolio is managed by Casey Witters, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
LITE Lumentum Holdings Inc Recent Activity Decreased -48.83%	1.67%	$3.377M 4,806 shares@ $702.77 avg price	Decreased -48.83%
SNDK Sandisk Corp Recent Activity New Position	1.67%	$3.376M 5,314 shares@ $635.35 avg price	New Position
STX Seagate Technology Holdings Recent Activity New Position	1.54%	$3.112M 7,943 shares@ $391.77 avg price	New Position
TTMI Ttm Technologies Recent Activity New Position	1.53%	$3.105M 31,877 shares@ $97.42 avg price	New Position
WDC Western Digital Corp Recent Activity New Position	1.53%	$3.091M 11,426 shares@ $270.5 avg price	New Position
KLAC Kla Corp Recent Activity Increased 34.89%	1.51%	$3.069M 2,084 shares@ $1472.41 avg price	Increased 34.89%
TER Teradyne Inc Recent Activity New Position	1.5%	$3.043M 10,263 shares@ $296.47 avg price	New Position
AAPL Apple Inc Recent Activity Increased 1030.7%	1.49%	$3.01M 11,861 shares@ $253.79 avg price	Increased 1030.7%
LRCX Lam Research Corp Recent Activity New Position	1.48%	$3.004M 14,058 shares@ $213.66 avg price	New Position
MTSI Macom Technology Solutions H Recent Activity New Position	1.48%	$2.999M 13,504 shares@ $222.07 avg price	New Position

1-10 of 297