OPTIMIST RETIREMENT GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCAR | 360K | $39.39M |
 | WU | 212K | $1.98M |
 | HPQ | 74K | $1.65M |
 | EPD | 64K | $2.05M |
 | IRWD | 60K | $201.90K |
 | GSK | 58K | $2.85M |
 | VZ | 57K | $2.33M |
 | BHP | 44K | $2.67M |
 | BMY | 43K | $2.32M |
 | HRB | 42K | $1.84M |
 | BTI | 42K | $2.35M |
 | PFE | 37K | $921.64K |
 | MO | 36K | $2.05M |
 | UL | 33K | $2.17M |
 | PBI | 31K | $330.41K |
 | MRK | 29K | $3.00M |
 | BGC | 28K | $250.56K |
 | GILD | 21K | $2.59M |
 | APAM | 21K | $841.77K |
 | NVS | 19K | $2.62M |
PACCAR Inc
PCAR
Shares Held
360K
Value
$39.39M
The Western Union Company
WU
Shares Held
212K
Value
$1.98M
HP Inc.
HPQ
Shares Held
74K
Value
$1.65M
Enterprise Products Partners L.P.
EPD
Shares Held
64K
Value
$2.05M
Ironwood Pharmaceuticals, Inc.
IRWD
Shares Held
60K
Value
$201.90K
GSK plc
GSK
Shares Held
58K
Value
$2.85M
Verizon Communications Inc.
VZ
Shares Held
57K
Value
$2.33M
BHP Group Limited
BHP
Shares Held
44K
Value
$2.67M
Bristol-Myers Squibb Company
BMY
Shares Held
43K
Value
$2.32M
H&R Block, Inc.
HRB
Shares Held
42K
Value
$1.84M
British American Tobacco p.l.c.
BTI
Shares Held
42K
Value
$2.35M
Pfizer Inc.
PFE
Shares Held
37K
Value
$921.64K
Altria Group, Inc.
MO
Shares Held
36K
Value
$2.05M
Unilever PLC
UL
Shares Held
33K
Value
$2.17M
Pitney Bowes Inc.
PBI
Shares Held
31K
Value
$330.41K
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$3.00M
BGC Group, Inc
BGC
Shares Held
28K
Value
$250.56K
Gilead Sciences, Inc.
GILD
Shares Held
21K
Value
$2.59M
Artisan Partners Asset Management Inc.
APAM
Shares Held
21K
Value
$841.77K
Novartis AG
NVS
Shares Held
19K
Value
$2.62M