OPTIMIST RETIREMENT GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCAR | 360K | $35.42M |
 | WU | 285K | $2.27M |
 | OGN | 249K | $2.66M |
 | HPQ | 91K | $2.49M |
 | PFE | 88K | $2.23M |
 | EPD | 64K | $2.00M |
 | GSK | 59K | $2.56M |
 | VZ | 57K | $2.51M |
 | APAM | 51K | $2.20M |
 | BMY | 46K | $2.07M |
 | BHP | 46K | $2.55M |
 | HRB | 42K | $2.11M |
 | BTI | 41K | $2.20M |
 | UL | 37K | $2.21M |
 | MO | 36K | $2.35M |
 | BGC | 33K | $310.44K |
 | PBI | 31K | $356.67K |
 | MRK | 29K | $2.40M |
 | LYFT | 22K | $490.36K |
 | WEN | 22K | $202.86K |
PACCAR Inc
PCAR
Shares Held
360K
Value
$35.42M
The Western Union Company
WU
Shares Held
285K
Value
$2.27M
Organon & Co.
OGN
Shares Held
249K
Value
$2.66M
HP Inc.
HPQ
Shares Held
91K
Value
$2.49M
Pfizer Inc.
PFE
Shares Held
88K
Value
$2.23M
Enterprise Products Partners L.P.
EPD
Shares Held
64K
Value
$2.00M
GSK plc
GSK
Shares Held
59K
Value
$2.56M
Verizon Communications Inc.
VZ
Shares Held
57K
Value
$2.51M
Artisan Partners Asset Management Inc.
APAM
Shares Held
51K
Value
$2.20M
Bristol-Myers Squibb Company
BMY
Shares Held
46K
Value
$2.07M
BHP Group Limited
BHP
Shares Held
46K
Value
$2.55M
H&R Block, Inc.
HRB
Shares Held
42K
Value
$2.11M
British American Tobacco p.l.c.
BTI
Shares Held
41K
Value
$2.20M
Unilever PLC
UL
Shares Held
37K
Value
$2.21M
Altria Group, Inc.
MO
Shares Held
36K
Value
$2.35M
BGC Group, Inc
BGC
Shares Held
33K
Value
$310.44K
Pitney Bowes Inc.
PBI
Shares Held
31K
Value
$356.67K
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$2.40M
Lyft, Inc.
LYFT
Shares Held
22K
Value
$490.36K
The Wendy's Company
WEN
Shares Held
22K
Value
$202.86K