OPTIMA CAPITAL LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$230.9B

Holdings

1,410

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,410 positions)

#StockSharesValue% PortfolioType
501
SOLVSOLVENTUM CORP
150$11.0M0.00%
502
ACNACCENTURE PLC IRELAND
43$11.0M0.00%
503
SCHPSCHWAB STRATEGIC TR
418$11.0M0.00%
504
FYCFIRST TR EXCHANGE-TRADED ALP
122$11.0M0.00%
505
PHPARKER-HANNIFIN CORP
12$10.0M0.00%
506
VOTVANGUARD INDEX FDS
37$10.0M0.00%
507
CPCANADIAN PACIFIC KANSAS CITY
136$10.0M0.00%
508
CHKPCHECK POINT SOFTWARE TECH LT
56$10.0M0.00%
509
MUMICRON TECHNOLOGY INC
40$10.0M0.00%
510
SHOPSHOPIFY INC
65$10.0M0.00%
511
ABNBAIRBNB INC
81$10.0M0.00%
512
VICEADVISORSHARES TR
339$10.0M0.00%
513
LNGCHENIERE ENERGY INC
58$10.0M0.00%
514
ETBEATON VANCE TAX MNGED BUY WR
700$10.0M0.00%
515
NEMNEWMONT CORP
111$10.0M0.00%
516
CAHCARDINAL HEALTH INC
51$10.0M0.00%
517
IRMIRON MTN INC DEL
124$10.0M0.00%
518
UPSDETF SER SOLUTIONS
391$10.0M0.00%
519
BBARRICK MNG CORP
239$10.0M0.00%
520
ECLECOLAB INC
38$10.0M0.00%
521
BKTBLACKROCK INCOME TR INC
902$9.0M0.00%
522
FCXFREEPORT-MCMORAN INC
204$9.0M0.00%
523
BGBUNGE GLOBAL SA
106$9.0M0.00%
524
PSCDINVESCO EXCH TRADED FD TR II
95$9.0M0.00%
525
MDYSPDR S&P MIDCAP 400 ETF TR
15$9.0M0.00%
526
ASTSAST SPACEMOBILE INC
135$9.0M0.00%
527
BAHBOOZ ALLEN HAMILTON HLDG COR
115$9.0M0.00%
528
RGAREINSURANCE GRP OF AMERICA I
45$9.0M0.00%
529
LARLITHIUM ARGENTINA AG
1,705$9.0M0.00%
530
VSTVISTRA CORP
61$9.0M0.00%
531
APAAPA CORPORATION
381$9.0M0.00%
532
XLVSELECT SECTOR SPDR TR
60$9.0M0.00%
533
SYFSYNCHRONY FINANCIAL
111$9.0M0.00%
534
STMSTMICROELECTRONICS N V
365$9.0M0.00%
535
FISFIDELITY NATL INFORMATION SV
133$8.0M0.00%
536
VBKVANGUARD INDEX FDS
29$8.0M0.00%
537
AZNASTRAZENECA PLC
88$8.0M0.00%
538
TMOTHERMO FISHER SCIENTIFIC INC
15$8.0M0.00%
539
VRTXVERTEX PHARMACEUTICALS INC
20$8.0M0.00%
540
EPIWISDOMTREE TR
182$8.0M0.00%
541
AJGGALLAGHER ARTHUR J & CO
36$8.0M0.00%
542
DVNDEVON ENERGY CORP NEW
257$8.0M0.00%
543
FNDFSCHWAB STRATEGIC TR
195$8.0M0.00%
544
SCHHSCHWAB STRATEGIC TR
427$8.0M0.00%
545
SCZISHARES TR
96$7.0M0.00%
546
LLOEWS CORP
67$7.0M0.00%
547
SMBSSCHWAB STRATEGIC TR
294$7.0M0.00%
548
DTDWISDOMTREE TR
92$7.0M0.00%
549
ISRGINTUITIVE SURGICAL INC
14$7.0M0.00%
550
SNPSSYNOPSYS INC
17$7.0M0.00%
551
XLFISELECT SECTOR SPDR TR
91$7.0M0.00%
552
ALSALLSTATE CORP
38$7.0M0.00%
553
GISGENERAL MLS INC
153$7.0M0.00%
554
GSGOLDMAN SACHS GROUP INC
9$7.0M0.00%
555
FDNFIRST TR EXCHANGE-TRADED FD
29$7.0M0.00%
556
INTUINTUIT
12$7.0M0.00%
557
VEEVVEEVA SYS INC
33$7.0M0.00%
558
BSYBENTLEY SYS INC
212$7.0M0.00%
559
KMXCARMAX INC
221$7.0M0.00%
560
GWXSPDR INDEX SHS FDS
186$7.0M0.00%
561
LACLITHIUM AMERS CORP NEW
1,705$7.0M0.00%
562
MASMASCO CORP
107$6.0M0.00%
563
FLOTISHARES TR
137$6.0M0.00%
564
XLESELECT SECTOR SPDR TR
148$6.0M0.00%
565
EDVVANGUARD WORLD FD
96$6.0M0.00%
566
VLTOVERALTO CORP
72$6.0M0.00%
567
RWOSPDR INDEX SHS FDS
143$6.0M0.00%
568
IEFISHARES TR
66$6.0M0.00%
569
BSXBOSTON SCIENTIFIC CORP
77$6.0M0.00%
570
GIGBGOLDMAN SACHS ETF TR
130$6.0M0.00%
571
CVSCVS HEALTH CORP
93$6.0M0.00%
572
MRSHMARSH & MCLENNAN COS INC
36$6.0M0.00%
573
TJXTJX COS INC NEW
44$6.0M0.00%
574
LINLINDE PLC
17$6.0M0.00%
575
LRCXLAM RESEARCH CORP
43$6.0M0.00%
576
HWMHOWMET AEROSPACE INC
32$6.0M0.00%
577
APPAPPLOVIN CORP
10$6.0M0.00%
578
WBDWARNER BROS DISCOVERY INC
222$6.0M0.00%
579
ETHVVANECK ETHEREUM TR
158$6.0M0.00%
580
PSCTINVESCO EXCH TRADED FD TR II
120$6.0M0.00%
581
ROSTROSS STORES INC
38$6.0M0.00%
582
MRVLMARVELL TECHNOLOGY INC
74$6.0M0.00%
583
WABWABTEC
36$6.0M0.00%
584
CTVACORTEVA INC
106$6.0M0.00%
585
SHELSHELL PLC
95$6.0M0.00%
586
SPGIS&P GLOBAL INC
12$6.0M0.00%
587
COFCAPITAL ONE FINL CORP
27$6.0M0.00%
588
GEMDGOLDMAN SACHS ETF TR
125$5.0M0.00%
589
TRVCCITIGROUP INC
50$5.0M0.00%
590
IJTISHARES TR
40$5.0M0.00%
591
GBILGOLDMAN SACHS ETF TR
59$5.0M0.00%
592
SEASEABRIDGE GOLD INC
200$5.0M0.00%
593
SCHCSCHWAB STRATEGIC TR
127$5.0M0.00%
594
PSCHINVESCO EXCH TRADED FD TR II
114$5.0M0.00%
595
KLACKLA CORP
5$5.0M0.00%
596
GPCGENUINE PARTS CO
47$5.0M0.00%
597
IUSGISHARES TR
31$5.0M0.00%
598
SDVYFIRST TR EXCHANGE-TRADED FD
136$5.0M0.00%
599
SEICSEI INVTS CO
72$5.0M0.00%
600
CIENCIENA CORP
24$5.0M0.00%
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