account_balance

Investment manager · 13F filer · SEC CIK 2011850

Optimist Retirement Group LLC

Reported value$246Mas of Sep 30, 2026
Positions110 8 new, 16 sold out
Top 10 weight51.2%PCAR alone is 16%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PCAR Paccar Inc 16.0% Held
SPYG SPDR Series Trust 6.7% Held
SPYV SPDR Series Trust 5.7% Held
SLYG SPDR Series Trust 5.6% Held
SLYV SPDR Series Trust 5.6% Held
SPDW SPDR Index SHS FDS 3.3% Held
SPEM SPDR Index SHS FDS 2.9% Held
QQQ Invesco QQQ Tr 2.0% Held
VB Vanguard Index FDS 1.8% Held
HPQ HP Inc 1.6% HeldLLY ELI Lilly & Co 1.5% HeldBBY Best Buy Co Inc 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast