Optimum-Investment-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
637
Total Value
212332213
Accession Number
0001580642-25-002640
Form Type
13F-HR
Manager Name
Optimum-Investment-Advisors
Data Enrichment
82% identified
522 identified115 unidentified

Holdings

637 positions • $212.3M total value
Manager:
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464287473
Shares:516
Value:$65.0K
% of Portfolio:0.0% ($65.0K/$212.3M)
IRON MOUNTAIN INC
Shares:750
Value:$64.5K
% of Portfolio:0.0% ($64.5K/$212.3M)
464288810
Shares:1.1K
Value:$64.3K
% of Portfolio:0.0% ($64.3K/$212.3M)
69374H857
Shares:1.7K
Value:$63.8K
% of Portfolio:0.0% ($63.8K/$212.3M)
LINDE PLC
Shares:135
Value:$62.9K
% of Portfolio:0.0% ($62.9K/$212.3M)
921937835
Shares:850
Value:$62.4K
% of Portfolio:0.0% ($62.4K/$212.3M)
ZIMMER BIOMET HOLDINGS, INC.
Shares:550
Value:$62.2K
% of Portfolio:0.0% ($62.2K/$212.3M)
81369Y803
Shares:300
Value:$61.9K
% of Portfolio:0.0% ($61.9K/$212.3M)
TOYOTA MOTOR CORP/
Shares:350
Value:$61.8K
% of Portfolio:0.0% ($61.8K/$212.3M)
852234103
Shares:1.1K
Value:$61.3K
% of Portfolio:0.0% ($61.3K/$212.3M)
78464A508
Shares:1.2K
Value:$61.3K
% of Portfolio:0.0% ($61.3K/$212.3M)
JACOBS SOLUTIONS INC.
Shares:501
Value:$60.6K
% of Portfolio:0.0% ($60.6K/$212.3M)
Green Brick Partners, Inc.
Shares:1.0K
Value:$59.8K
% of Portfolio:0.0% ($59.8K/$212.3M)
NOVARTIS AG
Shares:530
Value:$59.1K
% of Portfolio:0.0% ($59.1K/$212.3M)
46138J783
Shares:3.0K
Value:$58.8K
% of Portfolio:0.0% ($58.8K/$212.3M)
MATTEL INC /DE/
Shares:3.0K
Value:$58.3K
% of Portfolio:0.0% ($58.3K/$212.3M)
DOCUSIGN, INC.
Shares:715
Value:$58.2K
% of Portfolio:0.0% ($58.2K/$212.3M)
808524847
Shares:2.7K
Value:$57.1K
% of Portfolio:0.0% ($57.1K/$212.3M)
C3.ai, Inc.
Shares:2.7K
Value:$56.2K
% of Portfolio:0.0% ($56.2K/$212.3M)
922908744
Shares:325
Value:$56.1K
% of Portfolio:0.0% ($56.1K/$212.3M)