Optimize Financial Inc — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

Optimize Financial Incholdings as filed

Filed 2025-05-14 · accession 0002033266-25-000002

$127.9M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
00777X538	OPTZ	ADVISOR MANAGED PORTFOLIOS	$127.3M	99.5%	4,729,474	Common	NONE
002121101	ATEN	A10 NETWORKS INC	$387,258	0.30%	23,700	Common	NONE
037833100	AAPL	APPLE INC	$217,021	0.17%	977	Common	NONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.