Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Optimist Retirement Group LLC (CIK 2011850) reported $226.7M across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PCAR ($41.4M, 18.28%), SPYG ($13.3M, 5.87%), SPYV ($13.1M, 5.79%), SLYV ($13.0M, 5.72%), SLYG ($12.9M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCAR | PACCAR INC | $41.4M | 18.28% | 358,763 | Trimmed |
| 2 | SPYG | SPDR SERIES TRUST | $13.3M | 5.87% | 136,004 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $13.1M | 5.79% | 232,034 | Added |
| 4 | SLYV | SPDR SERIES TRUST | $13.0M | 5.72% | 137,102 | Trimmed |
| 5 | SLYG | SPDR SERIES TRUST | $12.9M | 5.70% | 133,819 | Added |
| 6 | SPDW | SPDR INDEX SHS FDS | $7.6M | 3.35% | 166,399 | Trimmed |
| 7 | SPEM | SPDR INDEX SHS FDS | $6.7M | 2.95% | 142,731 | Trimmed |
| 8 | VB | VANGUARD INDEX FDS | $4.1M | 1.82% | 15,777 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $3.9M | 1.70% | 6,684 | Added |
| 10 | LLY | ELI LILLY & CO | $2.9M | 1.30% | 3,197 | Trimmed |
| 11 | BHP | BHP BILLITON LIMITED | $2.9M | 1.26% | 39,347 | Trimmed |
| 12 | VZ | VERIZON COMMUNICATIONS INC | $2.8M | 1.25% | 56,558 | Trimmed |
| 13 | GSK | GSK PLC | $2.8M | 1.25% | 51,272 | Trimmed |
| 14 | GILD | GILEAD SCIENCES INC | $2.8M | 1.25% | 20,271 | Trimmed |
| 15 | ABBV | ABBVIE INC | $2.8M | 1.24% | 12,919 | Trimmed |
| 16 | MRK | MERCK & CO INC | $2.7M | 1.21% | 22,840 | Trimmed |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | $2.7M | 1.19% | 44,498 | Added |
| 18 | LMT | LOCKHEED MARTIN CORP | $2.6M | 1.16% | 4,343 | Trimmed |
| 19 | PEP | PEPSICO INC | $2.6M | 1.16% | 16,903 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $2.6M | 1.16% | 4,395 | Trimmed |
| 21 | PFE | PFIZER INC | $2.6M | 1.15% | 93,218 | Added |
| 22 | AVGO | BROADCOM INC | $2.6M | 1.14% | 8,375 | Trimmed |
| 23 | NVS | NOVARTIS AG | $2.6M | 1.13% | 16,798 | Trimmed |
| 24 | BBY | BEST BUY INC | $2.5M | 1.12% | 39,400 | Added |
| 25 | KMB | KIMBERLY-CLARK CORP | $2.5M | 1.11% | 26,027 | Added |
Source: SEC Form 13F filings · as of 2026-03-31