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Optimize Strategy Index ETF (OPTZ) is an ETF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 4.56% of fund assets.

Optimize Strategy Index ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
OPTZ
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
Jun 1, 2026
Showing 50 out of 338 holdings
Holding Weight Market Value Shares
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APPLIED MATERIALS INC /DE
4.56% $9,502,643.25 9,502,643
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Lumentum Holdings Inc.
1.62% $3,377,464.56 4,806
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Sandisk Corp
1.62% $3,376,196.76 5,314
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Seagate Technology Holdings plc
1.49% $3,111,749.68 7,943
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TTM TECHNOLOGIES INC
1.49% $3,105,457.34 31,877
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WESTERN DIGITAL CORP
1.48% $3,090,618.74 11,426
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KLA CORP
1.47% $3,068,502.44 2,084
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TERADYNE, INC
1.46% $3,042,568.98 10,263
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LAM RESEARCH CORP
1.44% $3,003,632.28 14,058
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MACOM Technology Solutions Holdings, Inc.
1.44% $2,998,833.28 13,504
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Fabrinet
1.43% $2,985,702.00 5,725
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ADVANCED MICRO DEVICES INC
1.42% $2,962,551.09 14,563
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APPLIED MATERIALS INC /DE
1.41% $2,949,305.91 8,629
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FIRST SOLAR, INC.
1.40% $2,921,420.60 14,810
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ARROW ELECTRONICS, INC.
1.39% $2,904,626.14 20,254
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Keysight Technologies, Inc.
1.39% $2,904,457.82 10,286
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TE Connectivity plc
1.36% $2,845,389.26 13,613
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COHERENT CORP.
1.36% $2,831,840.48 11,888
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ANALOG DEVICES INC
1.35% $2,822,856.22 8,873
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Qorvo, Inc.
1.34% $2,793,675.60 36,094
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Apple Inc.
1.32% $2,762,250.36 10,884
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NVIDIA CORP
1.32% $2,748,369.60 15,759
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Penguin Solutions, Inc.
1.30% $2,701,072.00 153,470
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AMPHENOL CORP /DE/
1.29% $2,684,937.50 21,250
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Motorola Solutions, Inc.
1.27% $2,639,405.54 6,082
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INTERNATIONAL BUSINESS MACHINES CORP
1.26% $2,624,114.14 10,826
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CLARIVATE PLC
1.24% $2,587,590.39 1,022,763
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MICRON TECHNOLOGY INC
1.23% $2,556,773.12 7,568
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MICROSOFT CORP
1.22% $2,536,404.84 6,852
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PTC INC.
1.18% $2,453,962.78 17,222
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Canadian Solar Inc.
1.16% $2,425,799.80 175,148
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NCR Voyix Corp
1.08% $2,259,740.37 356,989
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Covista Inc.
0.35% $723,654.75 6,279
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Andersons, Inc.
0.34% $706,458.76 9,842
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CASEYS GENERAL STORES INC
0.33% $695,106.30 955
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Dauch Corp
0.33% $682,246.50 115,050
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Burlington Stores, Inc.
0.33% $681,996.48 2,096
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Kodiak Sciences Inc.
0.33% $679,603.36 17,828
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Grocery Outlet Holding Corp.
0.33% $679,521.30 96,386
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BRINKER INTERNATIONAL, INC
0.33% $678,585.81 4,753
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FIVE BELOW, INC
0.32% $677,443.20 2,965
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ADVANCE AUTO PARTS INC
0.32% $671,613.00 12,732
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BORGWARNER INC
0.32% $671,196.20 12,370
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MGM Resorts International
0.32% $666,735.15 18,015
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Oruka Therapeutics, Inc.
0.32% $659,330.10 13,442
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BOYD GAMING CORP
0.32% $657,193.46 7,997
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RALPH LAUREN CORP
0.31% $651,173.07 1,893
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US Foods Holding Corp.
0.31% $649,250.61 7,041
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AUTONATION, INC.
0.31% $649,044.24 3,324
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MARRIOTT INTERNATIONAL INC /MD/
0.31% $646,944.46 1,978
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