Optimal Asset Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2021
Location
San Jose, CA
CIK
0001651336
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2021 347 800,025 WMT, FTNT, OMC, ADBE 13F-HR 11/15/2021 000165133621000007
Q2 2021 352 844,755 WMT, QRVO, OMC, ADBE 13F-HR 8/16/2021 000165133621000005
Q1 2021 346 770,982 WMT, QRVO, OMC, CLX 13F-HR 5/17/2021 000165133621000004
Q4 2020 394 704,963 QRVO, BR, FIS, FISV 13F-HR 2/16/2021 000165133621000001
Q3 2020 395 690,715 WMT, FIS, VZ, BR 13F-HR 11/16/2020 000165133620000006
Q2 2020 399 616,518 CITRIX SYS INC, BR, FIS, QRVO 13F-HR 8/4/2020 000165133620000005
Q1 2020 392 1,067,413 AGNC, CITRIX SYS INC, ETR, HSY 13F-HR 5/28/2020 000165133620000004
Q4 2019 380 658,558 FISV, ETR, MAR, BR 13F-HR 5/6/2020 000165133620000002