Portfolio Holdings & Fund Performance - OPTIMA CAPITAL LLC

List of top 200 securities held by OPTIMA CAPITAL LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-06-12 17:41:37
Total Holdings: 130
Assets Under Management (AUM) :
$151,534,000 ($151.53M)
Reporting Manager: Justin Boggs
Address:

10940 SW BARNES RD. #127
PORTLAND, OR 97225

Since : total money flow = , gains and losses =

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