Stock Taper

OPTIMIST RETIREMENT GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rubrik, Inc.RBRK6.72K$539.8K
Fortinet, Inc.FTNT7.03K$1.08M
Ingevity CorporationNGVT7.23K$539.86K
Hasbro, Inc.HAS7.31K$603.49K
McDonald's CorporationMCD7.33K$1.98M
Virtu Financial, Inc.VIRT8.22K$489.84K
The Buckle, Inc.BKE8.23K$347.22K
Broadcom Inc.AVGO8.29K$3.13M
John Wiley & Sons, Inc.WLY8.61K$417.43K
Century Aluminum CompanyCENX9.45K$434.66K
International Business Machines CorporationIBM9.85K$2.77M
Energizer Holdings, Inc.ENR10.74K$230.18K
Upbound Group, Inc.UPBD12.45K$264.27K
AbbVie Inc.ABBV12.84K$3.23M
Philip Morris International Inc.PM14.39K$2.6M
Teradata CorporationTDC14.65K$507.55K
KLA CorporationKLAC15.98K$4.82M
QUALCOMM IncorporatedQCOM16.05K$2.97M
Novartis AGNVS16.78K$2.63M
PepsiCo, Inc.PEP16.93K$2.29M