Optimist Retirement Group LLC
Sector Allocation
- Other39.5%$102.2M
- Industrials20.1%$52.1M
- Technology14.7%$38.1M
- Healthcare10.2%$26.5M
- Consumer Staples4.7%$12.1M
- Consumer Discretionary4.6%$11.9M
- Materials2.5%$6.5M
- Financials1.5%$3.9M
- Communication Services1.2%$3.0M
- Energy1.0%$2.6M
AUM History
13fpro.ai/research/fund/optimist-retirement-group-llc-2011850
Conviction and streaks
Stable · top 10 = 51.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
PCAR
$43.1M- SPDR$16.1M
- SPDR$15.7M
- SPDR$14.9M
- SPDR$14.1M
- SPDR$8.3M
- SPDR$7.3M
QQQ
$4.9MKLAC
$4.8M- VANGUARD$4.8M
LLY
$3.8MABBV
$3.2MBHP
$3.2MAVGO
$3.1M- VANGUARD$3.0M
BBY
$3.0MQCOM
$3.0MMRK
$2.9MKMB
$2.9MMMM
$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/optimist-retirement-group-llc-2011850
Optimist Retirement Group LLC 13F holdings — Q2 2026
$259.2M portfolio (+14.3% QoQ) · 118 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio
$43.1M
16.6% of stocks
+0.0%This quarter-20.5%Since filed7+ qtrsHeld- 2
SPDR SERIES TRUST - ST STR P500GRW
$16.1M
6.2% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR SP600GRWO
$15.7M
6.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR SP600SM C
$14.9M
5.8% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P500VAL
$14.1M
5.5% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR INDEX SHS FDS - ST STR PO EX ETF
$8.3M
3.2% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR INDEX SHS FDS - ST PORT MARK ETF
$7.3M
2.8% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $4.9M
1.9% of stocks
No changeThis quarter-1.2%Since filed7+ qtrsHeld$4.8M
1.9% of stocks
+886%This quarter-22.6%Since filed7+ qtrsHeld- 10
VANGUARD INDEX FDS - SMALL CP ETF
$4.8M
1.8% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $43.1M | 16.6% | +0.0% | -20.5% | 7+ qtrs | 56.5#1,147 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SPDR SERIES TRUST - ST STR P500GRW | $16.1M | 6.2% | -0.5% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR SP600GRWO | $15.7M | 6.1% | -1% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR SP600SM C | $14.9M | 5.8% | -0.1% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR P500VAL | $14.1M | 5.5% | +0.3% | — | — | — | — | |
| 6 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $8.3M | 3.2% | -1.0% | — | — | — | — | |
| 7 | SPDR INDEX SHS FDS - ST PORT MARK ETF | $7.3M | 2.8% | -0.7% | — | — | — | — | |
| 8 | $4.9M | 1.9% | No change | -1.2% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.8M | 1.9% | +886% | -22.6% | 7+ qtrsTrimmed 4 qtrs in a row | 78.7#46 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD INDEX FDS - SMALL CP ETF | $4.8M | 1.8% | -0.1% | — | — | — | — |
All holdings — Optimist Retirement Group LLC (Q2 2026)
118 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $3.8M | 1.5% | 3,163 | -1% | 7+ qtrsTrimmed 3 qtrs in a row | 85.7 | 13F | |
| 12 | AbbVie Inc. | Healthcare | $3.2M | 1.3% | 13K | -0.6% | 7+ qtrs | 72.6 | 13F | |
| 13 | BHP Group Ltdadr | Materials | $3.2M | 1.2% | 38K | -3% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Broadcom Inc. | Technology | $3.1M | 1.2% | 8,285 | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $3.0M | 1.2% | 4,402 | +0.2% | — | — | 13F |
| 16 | BEST BUY CO INC | Consumer Discretionary | $3.0M | 1.2% | 40K | +0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUALCOMM INC/DE | Technology | $3.0M | 1.1% | 16K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Merck & Co., Inc. | Healthcare | $2.9M | 1.1% | 23K | -0.2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | KIMBERLY CLARK CORP | Materials | $2.9M | 1.1% | 27K | +2% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | 3M CO | Healthcare | $2.8M | 1.1% | 17K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.8M | 1.1% | 9,845 | +0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GSK plcadr | Healthcare | $2.7M | 1.0% | 51K | -0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | HP INC | Technology | $2.7M | 1.0% | 122K | -0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NOVARTIS AGadr | Healthcare | $2.6M | 1.0% | 17K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Philip Morris International Inc. | Consumer Staples | $2.6M | 1.0% | 14K | +0.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.5M | 1.0% | 3,404 | +0.4% | |||
| 27 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $2.5M | 1.0% | 41K | -0.4% | |||
| 28 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.5M | 1.0% | 35K | -0.7% | |||
| 29 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.5M | 1.0% | 44K | -2% | |||
| 30 | $NVO | NOVO NORDISK A S | Healthcare | $2.5M | 1.0% | 52K | +0.9% | |||
| 31 | $FRO | Frontline plc | Industrials | $2.5M | 0.9% | 71K | New | |||
| 32 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.4M | 0.9% | 57K | -0.0% | |||
| 33 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.3M | 0.9% | 63K | -0.6% | |||
| 34 | $PEP | PEPSICO INC | Consumer Staples | $2.3M | 0.9% | 17K | +0.2% | |||
| 35 | $PFE | PFIZER INC | Healthcare | $2.3M | 0.9% | 94K | +0.3% | |||
| 36 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.2M | 0.8% | 4,342 | -0.0% | |||
| 37 | $HRB | H&R BLOCK INC | Consumer Discretionary | $2.2M | 0.8% | 58K | +0.5% | |||
| 38 | $WU | Western Union CO | Industrials | $2.2M | 0.8% | 282K | -0.1% | |||
| 39 | $MSFT | MICROSOFT CORP | Technology | $2.2M | 0.8% | 5,765 | -0.5% | |||
| 40 | $APAM | Artisan Partners Asset Management Inc. | Financials | $2.1M | 0.8% | 61K | +0.6% | |||
| 41 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.0M | 0.8% | 7,335 | +0.5% | |||
| 42 | $UL | UNILEVER PLC | Consumer Staples | $1.8M | 0.7% | 30K | +0.9% | |||
| 43 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 0.7% | 24K | -0.8% | |||
| 44 | $DELL | Dell Technologies Inc. | Technology | $1.5M | 0.6% | 3,520 | -2% | |||
| 45 | $SNDK | Sandisk Corp | Technology | $1.4M | 0.6% | 622 | -0.2% | |||
| 46 | — | ISHARES TR - RUS 1000 ETF | — | $1.4M | 0.5% | 3,407 | -1% | |||
| 47 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.5% | 1,148 | +2% | |||
| 48 | $WDC | WESTERN DIGITAL CORP | Technology | $1.3M | 0.5% | 2,037 | +2% | |||
| 49 | $STX | Seagate Technology Holdings plc | Technology | $1.3M | 0.5% | 1,340 | +2% | |||
| 50 | $FTNT | Fortinet, Inc. | Technology | $1.1M | 0.4% | 7,025 | -2% | |||
| 51 | $LITE | Lumentum Holdings Inc. | Technology | $1.0M | 0.4% | 1,178 | +3% | |||
| 52 | $LRCX | LAM RESEARCH CORP | Technology | $908K | 0.3% | 2,096 | +4% | |||
| 53 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $867K | 0.3% | 1,199 | +5% | |||
| 54 | $VRT | Vertiv Holdings Co | Technology | $826K | 0.3% | 2,468 | +3% | |||
| 55 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $813K | 0.3% | 9,268 | +0.1% | |||
| 56 | $CRDO | Credo Technology Group Holding Ltd | Technology | $776K | 0.3% | 2,854 | +5% | |||
| 57 | $PBI | PITNEY BOWES INC /DE/ | Technology | $761K | 0.3% | 43K | +3% | |||
| 58 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $755K | 0.3% | 381 | +2% | |||
| 59 | $BE | Bloom Energy Corp | Technology | $669K | 0.3% | 2,211 | +4% | |||
| 60 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $667K | 0.3% | 6,920 | -0.2% | |||
| 61 | $TER | TERADYNE, INC | Technology | $641K | 0.3% | 1,325 | +6% | |||
| 62 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | — | $634K | 0.2% | 11K | -14% | |||
| 63 | $VSXY | Victoria's Secret & Co. | Consumer Discretionary | $632K | 0.2% | 7,574 | +8% | |||
| 64 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAY | — | $616K | 0.2% | 13K | -12% | |||
| 65 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $613K | 0.2% | 10K | -2% | |||
| 66 | $HAS | HASBRO, INC. | Consumer Discretionary | $603K | 0.2% | 7,307 | +4% | |||
| 67 | $AAMI | Acadian Asset Management Inc. | Financials | $598K | 0.2% | 8,368 | +4% | |||
| 68 | $KLIC | KULICKE & SOFFA INDUSTRIES INC | Technology | $595K | 0.2% | 4,449 | +5% | |||
| 69 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $591K | 0.2% | 3,828 | -2% | |||
| 70 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $582K | 0.2% | 1,163 | — | |||
| 71 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $546K | 0.2% | 651 | New | |||
| 72 | $NGVT | Ingevity Corp | Healthcare | $540K | 0.2% | 7,230 | +5% | |||
| 73 | $RBRK | Rubrik, Inc. | Technology | $540K | 0.2% | 6,724 | +5% | |||
| 74 | $NVDA | NVIDIA CORP | Technology | $532K | 0.2% | 2,657 | +4% | |||
| 75 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $531K | 0.2% | 3,625 | +5% | |||
| 76 | $TDC | TERADATA CORP /DE/ | Technology | $508K | 0.2% | 15K | +5% | |||
| 77 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $499K | 0.2% | 1,347 | +5% | |||
| 78 | $ADTN | ADTRAN Holdings, Inc. | Technology | $495K | 0.2% | 36K | New | |||
| 79 | $VIRT | Virtu Financial, Inc. | Financials | $490K | 0.2% | 8,223 | New | |||
| 80 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $466K | 0.2% | 2,616 | +2490% | |||
| 81 | — | ISHARES TR - RUS 2000 VAL ETF | — | $466K | 0.2% | 2,108 | — | |||
| 82 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $436K | 0.2% | 1,705 | +7% | |||
| 83 | $APP | AppLovin Corp | Technology | $435K | 0.2% | 845 | +5% | |||
| 84 | $CENX | CENTURY ALUMINUM CO | Materials | $435K | 0.2% | 9,447 | +5% | |||
| 85 | $IRWD | IRONWOOD PHARMACEUTICALS INC | Healthcare | $430K | 0.2% | 102K | +8% | |||
| 86 | $EAT | BRINKER INTERNATIONAL, INC | Consumer Discretionary | $423K | 0.2% | 2,520 | +8% | |||
| 87 | $WLY | JOHN WILEY & SONS, INC. | Communication Services | $417K | 0.2% | 8,605 | — | |||
| 88 | $PAYX | PAYCHEX INC | Technology | $361K | 0.1% | 3,673 | — | |||
| 89 | $JBL | JABIL INC | Technology | $356K | 0.1% | 924 | New | |||
| 90 | $BKE | BUCKLE INC | Consumer Discretionary | $347K | 0.1% | 8,228 | — | |||
| 91 | $NTAP | NetApp, Inc. | Technology | $335K | 0.1% | 2,167 | — | |||
| 92 | $DK | Delek US Holdings, Inc. | Energy | $330K | 0.1% | 6,500 | New | |||
| 93 | — | ISHARES TR - S&P SML 600 GWT | — | $330K | 0.1% | 1,849 | +0.2% | |||
| 94 | $BW | Babcock & Wilcox Enterprises, Inc. | Industrials | $329K | 0.1% | 23K | New | |||
| 95 | — | SPDR SERIES TRUST - ST STR P400MID | — | $326K | 0.1% | 4,820 | +0.1% | |||
| 96 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $321K | 0.1% | 5,564 | +0.1% | |||
| 97 | $PLTR | Palantir Technologies Inc. | Technology | $310K | 0.1% | 2,661 | +7% | |||
| 98 | $KTB | Kontoor Brands, Inc. | Consumer Discretionary | $298K | 0.1% | 3,572 | — | |||
| 99 | $CSCO | CISCO SYSTEMS, INC. | Technology | $276K | 0.1% | 2,350 | New | |||
| 100 | — | INNOVATOR ETFS TRUST - US EQTY BUF DEC | — | $275K | 0.1% | 5,171 | — | |||
| 101 | $UPBD | UPBOUND GROUP, INC. | Industrials | $264K | 0.1% | 12K | — | |||
| 102 | — | ISHARES TR - MSCI USA MIN ETF | — | $262K | 0.1% | 2,712 | — | |||
| 103 | $AMGN | AMGEN INC | Healthcare | $260K | 0.1% | 717 | — | |||
| 104 | $WEN | Wendy's Co | Consumer Discretionary | $257K | 0.1% | 31K | — | |||
| 105 | — | ISHARES TR - SP SMCP600VL ETF | — | $252K | 0.1% | 1,842 | +0.4% | |||
| 106 | $CPA | Copa Holdings, S.A. | Industrials | $248K | 0.1% | 1,596 | New | |||
| 107 | $TNL | Travel & Leisure Co. | Consumer Discretionary | $245K | 0.1% | 3,207 | — | |||
| 108 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | — | $241K | 0.1% | 4,078 | — | |||
| 109 | $OMC | OMNICOM GROUP INC. | Communication Services | $234K | 0.1% | 3,216 | — | |||
| 110 | — | ISHARES TR - EAFE VALUE ETF | — | $232K | 0.1% | 3,028 | — | |||
| 111 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $230K | 0.1% | 9,022 | +0.9% | |||
| 112 | $ENR | ENERGIZER HOLDINGS, INC. | Technology | $230K | 0.1% | 11K | — | |||
| 113 | $AAPL | Apple Inc. | Technology | $230K | 0.1% | 793 | — | |||
| 114 | — | VANGUARD WORLD FD - INF TECH ETF | — | $229K | 0.1% | 1,917 | New | |||
| 115 | — | SPDR SERIES TRUST - ST STR R2K LOWV | — | $208K | 0.1% | 1,324 | New | |||
| 116 | $DEO | DIAGEO PLC | Consumer Staples | $207K | 0.1% | 2,578 | New | |||
| 117 | $CLX | CLOROX CO /DE/ | Consumer Staples | $204K | 0.1% | 2,135 | — | |||
| 118 | $UWMC | UWM Holdings Corp | Financials | $123K | 0.1% | 54K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 52 added to, 33 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
$FROFrontline plc$2.5M
first bought this quarter
$STRLSTERLING INFRASTRUCTURE, INC.$546K
first bought this quarter
$ADTNADTRAN Holdings, Inc.$495K
first bought this quarter
$VIRTVirtu Financial, Inc.$490K
first bought this quarter
$JBLJABIL INC$356K
first bought this quarter
$DKDelek US Holdings, Inc.$330K
first bought this quarter
+6 more in the Excel export
Added to (52)
now $4.8M · held 7+ qtrs
$BKNGBooking Holdings Inc.+2490%
now $466K · held 7+ qtrs, 2 adds in a row
now $2.9M · held 7+ qtrs, 2 adds in a row
$VSXYVictoria's Secret & Co.+8%
now $632K · held 2 qtrs, 2 adds in a row
- SPDR SERIES TRUST - ST STR P500VAL+0.3%
now $14.1M
$AMATAPPLIED MATERIALS INC /DE+5%
now $867K · held 2 qtrs, 2 adds in a row
+46 more in the Excel export
Trimmed (33)
- SPDR SERIES TRUST - ST STR SP600GRWO-1%
now $15.7M
- INNOVATOR ETFS TRUST - GRWT100 PWR BF-14%
now $634K
now $3.2M · held 7+ qtrs, 3 trims in a row
- INNOVATOR ETFS TRUST - US EQTY BUFR MAY-12%
now $616K
- SPDR INDEX SHS FDS - ST STR PO EX ETF-1.0%
now $8.3M
- SPDR SERIES TRUST - ST STR P500GRW-0.5%
now $16.1M
+27 more in the Excel export
Holdings by quarter
Every 13F Optimist Retirement Group LLC has filed, 10 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Optimist Retirement Group's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-12.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 15% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Optimist Retirement Group LLC disclosed 118 positions worth $259.2M in its Form 13F-HR for Q2 2026, led by $PCAR (PACCAR INC) at 16.6% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 7 — including a new stake in $FRO and a full exit from $GILD. The portfolio is most concentrated in Other (39.5% of disclosed assets). All figures are sourced directly from Optimist Retirement Group LLC’s Form 13F-HR filing with the SEC under CIK 2011850.
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AI-Powered Hedge Fund Analysis: Optimist Retirement Group LLC
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