OPTIMA CAPITAL LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$185.9B

Holdings

151

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
101
DAXGLOBAL X FDS
9,215$418.1M0.22%
102
JMUBJ P MORGAN EXCHANGE TRADED F
8,410$417.5M0.22%
103
GSUSGOLDMAN SACHS ETF TR
4,790$409.9M0.22%
104
MEARISHARES U S ETF TR
8,147$409.6M0.22%
105
PMAYINNOVATOR ETFS TRUST
10,723$405.2M0.22%
106
RVNUDBX ETF TR
16,560$397.3M0.21%
107
TSLATESLA INC
1,221$387.9M0.21%
108
BABOEING CO
1,842$386.1M0.21%
109
CVXCHEVRON CORP NEW
2,664$381.5M0.21%
110
PGPROCTER AND GAMBLE CO
2,250$358.6M0.19%
111
WMTWALMART INC
3,646$356.5M0.19%
112
4I1PHILIP MORRIS INTL INC
1,932$353.9M0.19%
113
MDYSPDR S&P MIDCAP 400 ETF TR
617$350.7M0.19%
114
TAT&T INC
11,878$343.7M0.18%
115
VTVVANGUARD INDEX FDS
1,933$342.7M0.18%
116
VVISA INC
949$337.1M0.18%
117
DFUVDIMENSIONAL ETF TRUST
7,912$334.5M0.18%
118
EBUFINNOVATOR ETFS TRUST
12,111$332.3M0.18%
119
EPSWISDOMTREE TR
5,182$331.7M0.18%
120
AVGOBROADCOM INC
1,197$330.0M0.18%
121
PG4PRINCIPAL FINANCIAL GROUP IN
4,152$329.8M0.18%
122
ABBVABBVIE INC
1,738$322.6M0.17%
123
SPBUAIM ETF PRODUCTS TRUST
12,398$322.5M0.17%
124
NFLXNETFLIX INC
239$320.1M0.17%
125
VYMVANGUARD WHITEHALL FDS
2,287$305.0M0.16%
126
IVVISHARES TR
484$301.1M0.16%
127
KMIKINDER MORGAN INC DEL
10,145$298.3M0.16%
128
COWZPACER FDS TR
5,322$293.3M0.16%
129
SPSMSPDR SERIES TRUST
6,868$292.5M0.16%
130
PFEPFIZER INC
11,934$289.3M0.16%
131
BSCPINVESCO EXCH TRD SLF IDX FD
13,797$285.3M0.15%
132
PYPLPAYPAL HLDGS INC
3,733$277.4M0.15%
133
BMTABRITISH AMERN TOB PLC
5,735$275.7M0.15%
134
DFSVDIMENSIONAL ETF TRUST
9,339$274.8M0.15%
135
GSLCGOLDMAN SACHS ETF TR
2,216$269.0M0.14%
136
FFORD MTR CO
24,084$261.3M0.14%
137
CATCATERPILLAR INC
651$252.7M0.14%
138
QCOMQUALCOMM INC
1,561$248.6M0.13%
139
BNDXVANGUARD CHARLOTTE FDS
4,995$247.3M0.13%
140
OKEONEOK INC NEW
3,010$245.7M0.13%
141
PSXPHILLIPS 66
2,057$245.4M0.13%
142
DFAXDIMENSIONAL ETF TRUST
8,062$236.8M0.13%
143
PEPPEPSICO INC
1,757$232.0M0.12%
144
GSIEGOLDMAN SACHS ETF TR
5,826$231.1M0.12%
145
VOEVANGUARD INDEX FDS
1,347$221.7M0.12%
146
JPMJPMORGAN CHASE & CO.
764$221.6M0.12%
147
ADMARCHER DANIELS MIDLAND CO
4,110$216.9M0.12%
148
BSVVANGUARD BD INDEX FDS
2,711$213.4M0.11%
149
GILDGILEAD SCIENCES INC
1,892$209.8M0.11%
150
JNJJOHNSON & JOHNSON
1,348$205.8M0.11%
151
CINFCINCINNATI FINL CORP
1,358$202.8M0.11%
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