Stock Taper 
OPTIMIST RETIREMENT GROUP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 3M Company | MMM | 17.22K | $2.79M |
 Merck & Co., Inc. | MRK | 22.8K | $2.93M |
 Babcock & Wilcox Enterprises, Inc. | BW | 23.31K | $328.66K |
 Kimberly-Clark Corporation | KMB | 26.61K | $2.92M |
 Unilever PLC | UL | 29.58K | $1.78M |
 The Wendy's Company | WEN | 31.05K | $257.41K |
 Altria Group, Inc. | MO | 35.05K | $2.52M |
 ADTRAN Holdings Inc. | ADTN | 35.6K | $494.85K |
 BHP Group Limited | BHP | 38.15K | $3.18M |
 Best Buy Co., Inc. | BBY | 39.69K | $3.01M |
 British American Tobacco p.l.c. | BTI | 40.94K | $2.53M |
 Pitney Bowes Inc. | PBI | 43.46K | $761.35K |
 Bristol-Myers Squibb Company | BMY | 43.54K | $2.51M |
 GSK plc | GSK | 51.04K | $2.68M |
 Novo Nordisk A/S | NVO | 52.04K | $2.49M |
 UWM Holdings Corporation | UWMC | 53.7K | $122.97K |
 Verizon Communications Inc. | VZ | 56.55K | $2.39M |
 H&R Block, Inc. | HRB | 58.08K | $2.21M |
 Artisan Partners Asset Management Inc. | APAM | 60.92K | $2.1M |
 Enterprise Products Partners L.P. | EPD | 62.96K | $2.31M |