Optimist Retirement Group LLC

Pension

Position in MSFT — Microsoft Corp

CIK 2011850 BELLEVUE, WA

Position in MSFT

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

Position Value

$2,150,460

+$4,955 QoQ

Shares Held

5,765

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#4,392

of 6,194 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $4,922,817 across 6 Software - Infrastructure names. MSFT ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	5,765	$2,150,460
2	FTNT	Fortinet, Inc.	7,025	$1,079,180
3	RBRK	Rubrik, Inc.	6,724	$539,802
4	TDC	Teradata Corp /De/	14,648	$507,553
5	NTAP	NetApp, Inc.	2,167	$335,364
6	PLTR	Palantir Technologies Inc.	2,661	$310,458

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,150,460	5,765	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$2,145,505	5,796	0.0%	Shares	Sole	2026-05-11
2025-12-31	$2,803,061	5,796	-9.4%	Shares	Sole	2026-02-09
2025-09-30	$3,313,844	6,398	-0.5%	Shares	Sole	2025-11-17
2025-06-30	$3,199,838	6,433	-2.1%	Shares	Sole	2025-08-15
2025-03-31	$2,466,687	6,571	-59.5%	Shares	Sole	2025-05-05
2024-12-31	$6,842,209	16,233	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$6,979,035	16,219	+187.7%	Shares	Sole	2024-11-25
2024-06-30	$2,519,904	5,638	+13.6%	Shares	Sole	2024-08-12
2024-03-31	$2,088,874	4,965	-0.4%	Shares	Sole	2024-05-13
2023-12-31	$1,874,559	4,985	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.