Holdings
Optimist Retirement Group LLC
As of Jun 30, 2026, Optimist Retirement Group LLC reported 86 positions worth US$153M. Largest: Paccar Inc., Kla Corporation and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Paccar Inc. | 359K | US$43.1M | held for review | Jun 30, 2026 |
| Kla Corporation | 15,985 | US$4.82M | held for review | Jun 30, 2026 |
| Eli Lilly And Company | 3,163 | US$3.79M | held for review | Jun 30, 2026 |
| Abbvie Inc. | 12,838 | US$3.23M | held for review | Jun 30, 2026 |
| Bhp Group Ltd | 38,145 | US$3.18M | held for review | Jun 30, 2026 |
| Broadcom Inc. | 8,285 | US$3.13M | held for review | Jun 30, 2026 |
| Best Buy Co., Inc. | 39,694 | US$3.01M | held for review | Jun 30, 2026 |
| Qualcomm Incorporated | 16,048 | US$2.97M | held for review | Jun 30, 2026 |
| Merck & Company, Inc. | 22,801 | US$2.93M | held for review | Jun 30, 2026 |
| Kimberly-clark Corporation | 26,610 | US$2.92M | held for review | Jun 30, 2026 |