OPTIMIST RETIREMENT GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCAR | 359K | $41.44M |
 | WU | 282K | $2.46M |
 | HPQ | 122K | $2.34M |
 | IRWD | 95K | $332.86K |
 | PFE | 93K | $2.62M |
 | EPD | 63K | $2.40M |
 | APAM | 61K | $2.20M |
 | HRB | 58K | $1.83M |
 | VZ | 57K | $2.84M |
 | UWMC | 54K | $194.39K |
 | NVO | 52K | $1.89M |
 | GSK | 51K | $2.83M |
 | BMY | 44K | $2.70M |
 | PBI | 42K | $464.84K |
 | BTI | 41K | $2.40M |
 | BBY | 39K | $2.53M |
 | BHP | 39K | $2.86M |
 | MO | 35K | $2.33M |
 | WEN | 31K | $215.80K |
 | UL | 29K | $1.67M |
PACCAR Inc
PCAR
Shares Held
359K
Value
$41.44M
The Western Union Company
WU
Shares Held
282K
Value
$2.46M
HP Inc.
HPQ
Shares Held
122K
Value
$2.34M
Ironwood Pharmaceuticals, Inc.
IRWD
Shares Held
95K
Value
$332.86K
Pfizer Inc.
PFE
Shares Held
93K
Value
$2.62M
Enterprise Products Partners L.P.
EPD
Shares Held
63K
Value
$2.40M
Artisan Partners Asset Management Inc.
APAM
Shares Held
61K
Value
$2.20M
H&R Block, Inc.
HRB
Shares Held
58K
Value
$1.83M
Verizon Communications Inc.
VZ
Shares Held
57K
Value
$2.84M
UWM Holdings Corporation
UWMC
Shares Held
54K
Value
$194.39K
Novo Nordisk A/S
NVO
Shares Held
52K
Value
$1.89M
GSK plc
GSK
Shares Held
51K
Value
$2.83M
Bristol-Myers Squibb Company
BMY
Shares Held
44K
Value
$2.70M
Pitney Bowes Inc.
PBI
Shares Held
42K
Value
$464.84K
British American Tobacco p.l.c.
BTI
Shares Held
41K
Value
$2.40M
Best Buy Co., Inc.
BBY
Shares Held
39K
Value
$2.53M
BHP Group Limited
BHP
Shares Held
39K
Value
$2.86M
Altria Group, Inc.
MO
Shares Held
35K
Value
$2.33M
The Wendy's Company
WEN
Shares Held
31K
Value
$215.80K
Unilever PLC
UL
Shares Held
29K
Value
$1.67M