Optimist Retirement Group LLC

Pension

Position in DELL — Dell Technologies Inc.

CIK 2011850 BELLEVUE, WA

Position in DELL

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

Position Value

$1,518,739

+$930,498 QoQ

Shares Held

3,520

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#970

of 2,109 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $8,195,623 across 5 Computer Hardware names. DELL ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HPQ	Hp Inc	121,625	$2,668,452
2	DELL	Dell Technologies Inc. This page	3,520	$1,518,739
3	SNDK	Sandisk Corp	622	$1,414,260
4	WDC	Western Digital Corp	2,037	$1,301,072
5	STX	Seagate Technology Holdings plc	1,340	$1,293,100

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,518,739	3,520	-1.8%	Shares	Sole	2026-08-10
2026-03-31	$588,241	3,584	+21.0%	Shares	Sole	2026-05-11
2025-12-31	$372,856	2,962	0.0%	Shares	Sole	2026-02-09
2025-09-30	$419,922	2,962	-3.1%	Shares	Sole	2025-11-17
2025-06-30	$374,788	3,057	+9.2%	Shares	Sole	2025-08-15
2025-03-31	$255,220	2,800	+33.2%	Shares	Sole	2025-05-05
2024-12-31	$242,234	2,102	-2.5%	Shares	Sole	2025-01-27
2024-09-30	$255,690	2,157	+27.3%	Shares	Sole	2024-11-25
2024-06-30	$233,619	1,694	-14.3%	Shares	Sole	2024-08-12
2024-03-31	$225,481	1,976	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.