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Icon shares owned by Optimize Financial

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in Icon

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Quarterly reported holdings in Icon by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $425k 2.4k 175.00

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KLA-Tencor Corporation (KLAC)
MKS Instruments (MKSI)
Semtech Corporation (SMTC)
Sinclair Broadcast Group Inc Cl A Cl A (SBGI)
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Altice Usa Inc A Cl A (ATUS)
Liberty Broadband C CL C (LBRDK)
International Business Machines (IBM)
Dell Technologies Inc Cl C CL C (DELL)
NVIDIA Corporation (NVDA)

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Top funds holding Icon

Artisan Partners Limited Partnership
Wellington Management Company
Orbis Allan Gray
Massachusetts Financial Services
Invesco
Principal Financial Group
Investec Asset Management
Franklin Resources
Harris Associates L.P
FMR
Ruane, Cunniff & Goldfarb
D. E. Shaw & Co
Alliancebernstein
Goodman & Company, Investment Counsel
ClearBridge Advisors

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