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OPTIMUM FUND TRUST

CIK: 0001227523 Equity
Report date: 2026-02-26
AUM $741M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

135 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CHYM Chime Financial Inc Since 2026-05-10 16935C109 Equity (Common)
0.59%
$4.35 172,971
2 BLFS BioLife Solutions Inc Since 2026-05-10 09062W204 Equity (Common)
0.32%
$2.41 99,579
3 PTC PTC Inc Since 2026-05-10 69370C100 Equity (Common)
0.56%
$4.18 24,016
4 ZETA Zeta Global Holdings Corp Since 2026-05-10 98956A105 Equity (Common)
0.38%
$2.78 136,668
5 FCFS FirstCash Holdings Inc Since 2026-05-10 33768G107 Equity (Common)
0.40%
$2.99 18,774
6 GFS GLOBALFOUNDRIES Inc Since 2026-05-10 Equity (Common)
0.33%
$2.42 69,277
7 DY Dycom Industries Inc Since 2026-05-10 267475101 Equity (Common)
0.38%
$2.84 8,392
8 FTAI FTAI Aviation Ltd Since 2026-05-10 Equity (Common)
1.79%
$13.24 67,250
9 NVT nVent Electric PLC Since 2026-05-10 Equity (Common)
0.67%
$4.97 48,782
10 GNRC Generac Holdings Inc Since 2026-05-10 368736104 Equity (Common)
0.29%
$2.15 15,726
11 U Unity Software Inc Since 2026-05-10 91332U101 Equity (Common)
0.49%
$3.62 81,898
12 AEIS Advanced Energy Industries Inc Since 2026-05-10 007973100 Equity (Common)
0.60%
$4.45 21,238
13 CALX Calix Inc Since 2026-05-10 13100M509 Equity (Common)
0.29%
$2.14 40,355
14 ARRY Array Technologies Inc Since 2026-05-10 04271T100 Equity (Common)
0.68%
$5.07 549,309
15 TKO TKO Group Holdings Inc Since 2026-05-10 87256C101 Equity (Common)
1.15%
$8.51 40,737
16 LITE Lumentum Holdings Inc Since 2026-05-10 55024U109 Equity (Common)
0.49%
$3.66 9,935
17 CBLL Ceribell Inc Since 2026-05-10 15678C102 Equity (Common)
0.30%
$2.23 101,578
18 FND Floor & Decor Holdings Inc Since 2026-05-10 339750101 Equity (Common)
0.51%
$3.76 61,780
19 FIX Comfort Systems USA Inc Since 2026-05-10 199908104 Equity (Common)
0.79%
$5.82 6,234
20 SHLS Shoals Technologies Group Inc Since 2026-05-10 82489W107 Equity (Common)
0.25%
$1.84 216,015
21 ACA Arcosa Inc Since 2026-05-10 039653100 Equity (Common)
0.45%
$3.34 31,398
22 MP MP Materials Corp Since 2026-05-10 553368101 Equity (Common)
0.38%
$2.79 55,259
23 MIR Mirion Technologies Inc Since 2026-05-10 60471A101 Equity (Common)
0.80%
$5.96 254,459
24 VITL Vital Farms Inc Since 2026-05-10 92847W103 Equity (Common)
0.29%
$2.18 68,131
25 AZTA Azenta Inc Since 2026-05-10 114340102 Equity (Common)
0.19%
$1.41 42,346
26 WAY Waystar Holding Corp Since 2026-05-10 946784105 Equity (Common)
0.93%
$6.88 210,232
27 CDNL Cardinal Infrastructure Group Since 2026-05-10 14154A102 Equity (Common)
0.25%
$1.83 75,745
28 WCC WESCO International Inc Since 2026-05-10 95082P105 Equity (Common)
0.51%
$3.77 15,400
29 FIVE Five Below Inc Since 2026-05-10 33829M101 Equity (Common)
0.31%
$2.27 12,053
30 PLNT Planet Fitness Inc Since 2026-05-10 72703H101 Equity (Common)
0.70%
$5.17 47,677
31 LTH Life Time Group Holdings Inc Since 2026-05-10 53190C102 Equity (Common)
0.28%
$2.04 76,913
32 FTI TechnipFMC PLC Since 2026-05-10 Equity (Common)
0.60%
$4.46 100,169
33 ODD Oddity Tech Ltd Since 2026-05-10 Equity (Common)
0.30%
$2.23 55,391
34 ALGM Allegro MicroSystems Inc Since 2026-05-10 01749D105 Equity (Common)
0.27%
$1.98 75,060
35 NBIX Neurocrine Biosciences Inc Since 2026-05-10 64125C109 Equity (Common)
0.31%
$2.31 16,252
36 NTNX Nutanix Inc Since 2026-05-10 67059N108 Equity (Common)
0.34%
$2.50 48,309
37 XMTR Xometry Inc Since 2026-05-10 98423F109 Equity (Common)
0.42%
$3.13 52,694
38 BIIB Biogen Inc Since 2026-05-10 09062X103 Equity (Common)
0.44%
$3.23 18,340
39 COGT Cogent Biosciences Inc Since 2026-05-10 19240Q201 Equity (Common)
0.36%
$2.70 75,940
40 BOOT Boot Barn Holdings Inc Since 2026-05-10 099406100 Equity (Common)
1.23%
$9.14 51,812
41 AKAM Akamai Technologies Inc Since 2026-05-10 00971T101 Equity (Common)
0.40%
$2.95 33,830
42 AIR AAR Corp Since 2026-05-10 000361105 Equity (Common)
0.38%
$2.84 34,289
43 PATK Patrick Industries Inc Since 2026-05-10 703343103 Equity (Common)
0.57%
$4.24 39,087
44 TCBI Texas Capital Bancshares Inc Since 2026-05-10 88224Q107 Equity (Common)
0.68%
$5.07 55,978
45 IVZ Invesco Ltd Since 2026-05-10 Equity (Common)
0.67%
$5.00 190,388
46 SPXC SPX Technologies Inc Since 2026-05-10 78473E103 Equity (Common)
0.71%
$5.27 26,333
47 LION Lionsgate Studios Corp Since 2026-05-10 53626N102 Equity (Common)
0.20%
$1.52 166,026
48 FOUR Shift4 Payments Inc Since 2026-05-10 82452J109 Equity (Common)
0.30%
$2.25 35,708
49 HQY HealthEquity Inc Since 2026-05-10 42226A107 Equity (Common)
0.36%
$2.64 28,791
50 TER Teradyne Inc Since 2026-05-10 880770102 Equity (Common)
0.36%
$2.70 13,969
51 TWLO Twilio Inc Since 2026-05-10 90138F102 Equity (Common)
1.46%
$10.84 76,197
52 BURL Burlington Stores Inc Since 2026-05-10 122017106 Equity (Common)
0.49%
$3.65 12,628
53 VIK Viking Holdings Ltd Since 2026-05-10 Equity (Common)
0.31%
$2.29 32,112
54 MDB MongoDB Inc Since 2026-05-10 60937P106 Equity (Common)
0.34%
$2.52 6,001
55 TPR Tapestry Inc Since 2026-05-10 876030107 Equity (Common)
0.56%
$4.14 32,409
56 RYAN Ryan Specialty Holdings Inc Since 2026-05-10 78351F107 Equity (Common)
0.31%
$2.30 44,501
57 ROKU Roku Inc Since 2026-05-10 77543R102 Equity (Common)
0.37%
$2.74 25,296
58 WVE WaVe Life Sciences Ltd Since 2026-05-10 Equity (Common)
0.28%
$2.07 121,789
59 ONTO Onto Innovation Inc Since 2026-05-10 683344105 Equity (Common)
1.31%
$9.72 61,574
60 HNGE Hinge Health Inc Since 2026-05-10 433313103 Equity (Common)
0.48%
$3.57 76,911
61 VERX Vertex Inc Since 2026-05-10 92538J106 Equity (Common)
0.19%
$1.39 69,533
62 SPT Sprout Social Inc Since 2026-05-10 85209W109 Equity (Common)
0.07%
$0.54 48,096
63 FLOC Flowco Holdings Inc Since 2026-05-10 342909108 Equity (Common)
0.33%
$2.48 132,309
64 TMDX TransMedics Group Inc Since 2026-05-10 89377M109 Equity (Common)
0.64%
$4.74 38,975
65 SGI Somnigroup International Inc Since 2026-05-10 88023U101 Equity (Common)
0.56%
$4.14 46,392
66 XPO XPO Inc Since 2026-05-10 983793100 Equity (Common)
0.78%
$5.78 42,504
67 AORT Artivion Inc Since 2026-05-10 228903100 Equity (Common)
0.50%
$3.72 81,542
68 SLNO Soleno Therapeutics Inc Since 2026-05-10 834203309 Equity (Common)
0.21%
$1.53 33,155
69 MYRG MYR Group Inc Since 2026-05-10 55405W104 Equity (Common)
0.44%
$3.29 15,061
70 ESI Element Solutions Inc Since 2026-05-10 28618M106 Equity (Common)
0.62%
$4.56 182,409
71 ONON On Holding AG Since 2026-05-10 Equity (Common)
0.48%
$3.59 77,165
72 ITRI Itron Inc Since 2026-05-10 465741106 Equity (Common)
0.36%
$2.64 28,430
73 AGYS Agilysys Inc Since 2026-05-10 00847J105 Equity (Common)
0.50%
$3.68 30,999
74 FORM FormFactor Inc Since 2026-05-10 346375108 Equity (Common)
0.38%
$2.79 49,966
75 LAZ Lazard Inc Since 2026-05-10 52110M109 Equity (Common)
0.84%
$6.25 128,617
76 IMNM Immunome Inc Since 2026-05-10 45257U108 Equity (Common)
0.24%
$1.77 82,577
77 VRNS Varonis Systems Inc Since 2026-05-10 922280102 Equity (Common)
0.35%
$2.59 79,002
78 S SentinelOne Inc Since 2026-05-10 81730H109 Equity (Common)
0.23%
$1.68 111,907
79 BRCB Black Rock Coffee Bar Inc Since 2026-05-10 092244102 Equity (Common)
0.23%
$1.67 75,131
80 ROAD Construction Partners Inc Since 2026-05-10 21044C107 Equity (Common)
0.45%
$3.32 30,594
81 MRCY Mercury Systems Inc Since 2026-05-10 589378108 Equity (Common)
0.26%
$1.96 26,783
82 BRZE Braze Inc Since 2026-05-10 10576N102 Equity (Common)
0.57%
$4.25 124,092
83 GTX Garrett Motion Inc Since 2026-05-10 366505105 Equity (Common)
0.28%
$2.08 119,538
84 ALAB Astera Labs Inc Since 2026-05-10 04626A103 Equity (Common)
0.39%
$2.92 17,527
85 ESNT Essent Group Ltd Since 2026-05-10 Equity (Common)
0.55%
$4.04 62,213
86 BOX Box Inc Since 2026-05-10 10316T104 Equity (Common)
0.50%
$3.70 123,633
87 BBIO Bridgebio Pharma Inc Since 2026-05-10 10806X102 Equity (Common)
0.62%
$4.60 60,114
88 WMS Advanced Drainage Systems Inc Since 2026-05-10 00790R104 Equity (Common)
0.51%
$3.76 25,955
89 DNLI Denali Therapeutics Inc Since 2026-05-10 24823R105 Equity (Common)
0.24%
$1.77 107,493
90 SKY Champion Homes Inc Since 2026-05-10 830830105 Equity (Common)
0.48%
$3.58 42,383
91 CRDO Credo Technology Group Holding Since 2026-05-10 Equity (Common)
0.35%
$2.57 17,871
92 OCUL Ocular Therapeutix Inc Since 2026-05-10 67576A100 Equity (Common)
0.26%
$1.94 159,746
93 FCN FTI Consulting Inc Since 2026-05-10 302941109 Equity (Common)
0.29%
$2.16 12,631
94 DBRG DigitalBridge Group Inc Since 2026-05-10 25401T603 Equity (Common)
0.38%
$2.84 184,971
95 VVV Valvoline Inc Since 2026-05-10 92047W101 Equity (Common)
0.27%
$1.97 67,888
96 WGS GeneDx Holdings Corp Since 2026-05-10 81663L200 Equity (Common)
0.95%
$7.00 53,852
97 AVPT AvePoint Inc Since 2026-05-10 053604104 Equity (Common)
0.38%
$2.85 205,066
98 KRYS Krystal Biotech Inc Since 2026-05-10 501147102 Equity (Common)
0.32%
$2.37 9,591
99 DAVE Dave Inc Since 2026-05-10 23834J201 Equity (Common)
0.32%
$2.37 10,722
100 QTWO Q2 Holdings Inc Since 2026-05-10 74736L109 Equity (Common)
0.38%
$2.81 39,016
101 XENE Xenon Pharmaceuticals Inc Since 2026-05-10 98420N105 Equity (Common)
0.29%
$2.15 47,957
102 EVR Evercore Inc Since 2026-05-10 29977A105 Equity (Common)
0.52%
$3.83 11,246
103 RMBS Rambus Inc Since 2026-05-10 750917106 Equity (Common)
0.72%
$5.37 58,397
104 EVH Evolent Health Inc Since 2026-05-10 30050B101 Equity (Common)
0.11%
$0.83 207,057
105 CUBI Customers Bancorp Inc Since 2026-05-10 23204G100 Equity (Common)
0.56%
$4.13 56,490
106 CWAN Clearwater Analytics Holdings Since 2026-05-10 185123106 Equity (Common)
0.54%
$4.00 165,738
107 TRMB Trimble Inc Since 2026-05-10 896239100 Equity (Common)
1.38%
$10.22 130,481
108 FSLR First Solar Inc Since 2026-05-10 336433107 Equity (Common)
1.10%
$8.16 31,254
109 STLD Steel Dynamics Inc Since 2026-05-10 858119100 Equity (Common)
0.51%
$3.76 22,197
110 VRDN Viridian Therapeutics Inc Since 2026-05-10 92790C104 Equity (Common)
0.53%
$3.90 125,369
111 PLMR Palomar Holdings Inc Since 2026-05-10 69753M105 Equity (Common)
0.38%
$2.79 20,718
112 PRVA Privia Health Group Inc Since 2026-05-10 74276R102 Equity (Common)
0.29%
$2.15 90,892
113 MDGL Madrigal Pharmaceuticals Inc Since 2026-05-10 558868105 Equity (Common)
0.36%
$2.67 4,592
114 KBR KBR Inc Since 2026-05-10 48242W106 Equity (Common)
0.38%
$2.84 70,750
115 RBA RB Global Inc Since 2026-05-10 74935Q107 Equity (Common)
0.24%
$1.79 17,366
116 TRVI Trevi Therapeutics Inc Since 2026-05-10 89532M101 Equity (Common)
0.23%
$1.74 138,986
117 PCOR Procore Technologies Inc Since 2026-05-10 74275K108 Equity (Common)
0.82%
$6.08 83,540
118 ALKS Alkermes PLC Since 2026-05-10 Equity (Common)
0.27%
$2.00 71,387
119 CELH Celsius Holdings Inc Since 2026-05-10 15118V207 Equity (Common)
0.38%
$2.78 60,826
120 CECO CECO Environmental Corp Since 2026-05-10 125141101 Equity (Common)
0.41%
$3.08 51,382
121 NCNO nCino Inc Since 2026-05-10 63947X101 Equity (Common)
0.32%
$2.40 93,449
122 AXSM Axsome Therapeutics Inc Since 2026-05-10 05464T104 Equity (Common)
0.95%
$7.03 38,509
123 ADMA ADMA Biologics Inc Since 2026-05-10 000899104 Equity (Common)
0.32%
$2.40 131,710
124 IONQ IonQ Inc Since 2026-05-10 46222L108 Equity (Common)
0.45%
$3.35 74,704
125 FROG JFrog Ltd Since 2026-05-10 Equity (Common)
0.66%
$4.92 78,727
126 SSNC SS&C Technologies Holdings Inc Since 2026-05-10 78467J100 Equity (Common)
0.39%
$2.86 32,746
127 ALHC Alignment Healthcare Inc Since 2026-05-10 01625V104 Equity (Common)
0.29%
$2.12 107,587
128 AAON AAON Inc Since 2026-05-10 000360206 Equity (Common)
0.37%
$2.76 36,196
129 GXO GXO Logistics Inc Since 2026-05-10 36262G101 Equity (Common)
0.92%
$6.80 129,139
130 SYF Synchrony Financial Since 2026-05-10 87165B103 Equity (Common)
0.58%
$4.27 51,225
131 VIRT Virtu Financial Inc Since 2026-05-10 928254101 Equity (Common)
0.23%
$1.70 51,016
132 SEZL Sezzle Inc Since 2026-05-10 78435P105 Equity (Common)
0.21%
$1.56 24,618
133 ARWR Arrowhead Pharmaceuticals Inc Since 2026-05-10 04280A100 Equity (Common)
0.36%
$2.66 40,129
134 SIBN SI-BONE Inc Since 2026-05-10 825704109 Equity (Common)
0.28%
$2.07 104,760
135 RUN Sunrun Inc Since 2026-05-10 86771W105 Equity (Common)
0.26%
$1.93 104,889