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OPTIMIST RETIREMENT GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
PACCAR IncPCAR358.8K$43.1M
The Western Union CompanyWU281.61K$2.17M
HP Inc.HPQ121.63K$2.67M
Ironwood Pharmaceuticals, Inc.IRWD102.05K$429.65K
Pfizer Inc.PFE93.53K$2.25M
Enterprise Products Partners L.P.EPD62.96K$2.31M
Artisan Partners Asset Management Inc.APAM60.92K$2.1M
H&R Block, Inc.HRB58.08K$2.21M
Verizon Communications Inc.VZ56.55K$2.39M
UWM Holdings CorporationUWMC53.7K$122.97K
Novo Nordisk A/SNVO52.04K$2.49M
GSK plcGSK51.04K$2.68M
Bristol-Myers Squibb CompanyBMY43.54K$2.51M
Pitney Bowes Inc.PBI43.46K$761.35K
British American Tobacco p.l.c.BTI40.94K$2.53M
Best Buy Co., Inc.BBY39.69K$3.01M
BHP Group LimitedBHP38.15K$3.18M
ADTRAN Holdings Inc.ADTN35.6K$494.85K
Altria Group, Inc.MO35.05K$2.52M
The Wendy's CompanyWEN31.05K$257.41K