Optimist Retirement Group LLC

Pension

Position in ADTN — ADTRAN Holdings, Inc.

CIK 2011850 BELLEVUE, WA

Position in ADTN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$494,853

New position

Shares Held

35,601

first reported quarter

Ownership

0.044%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#131

of 246 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $1,781,678 across 3 Communication Equipment names. ADTN ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc.	1,178	$1,010,794
2	ADTN	ADTRAN Holdings, Inc. This page	35,601	$494,853
3	CSCO	Cisco Systems, Inc.	2,350	$276,031

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,853	35,601	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.