Optimist Retirement Group LLC
PensionTop Portfolio Positions
87 positions ·
$144,129,775 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PCAR |
Paccar Inc
Industrials
|
358,763 | $41,437,126 | 28.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,684 | $3,857,871 | 2.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,197 | $2,940,504 | 2.04% | |
| BHP |
BHP Group Ltd
Basic Materials
|
39,347 | $2,862,100 | 1.99% | |
| VZ |
Verizon Communications Inc
Communication Services
|
56,558 | $2,839,211 | 1.97% | |
| GSK |
GSK plc
Healthcare
|
51,272 | $2,829,701 | 1.96% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
20,271 | $2,825,169 | 1.96% | |
| ABBV |
AbbVie Inc.
Healthcare
|
12,919 | $2,809,753 | 1.95% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
22,840 | $2,747,423 | 1.91% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
44,498 | $2,698,803 | 1.87% |
Portfolio Trend
10 quarters · across all stocks
Holdings in WU
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,460,052 | 281,793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,977,183 | 212,372 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,273,418 | 284,533 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,922,201 | 228,290 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $228,908 | 21,636 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $244,278 | 20,476 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $250,216 | 20,476 | Shares | Sole | 2024-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||