Fund Holdings

Optimist Retirement Group LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS0166,399+166,39907,596,136+7,596,136
SPDR INDEX SHS FDS0142,731+142,73106,695,500+6,695,500
PACCAR INC0358,763+358,763041,437,085+41,437,085
BEST BUY INC039,400+39,40002,529,480+2,529,480
NOVO-NORDISK A S051,561+51,56101,894,867+1,894,867
KIMBERLY-CLARK CORP026,027+26,02702,510,832+2,510,832
PFIZER INC093,218+93,21802,617,568+2,617,568
ARTISAN PARTNERS ASSET MGMT060,542+60,54202,203,123+2,203,123
HP INC0121,631+121,63102,336,541+2,336,541
CENTURY ALUM CO09,037+9,0370530,382+530,382
VERIZON COMMUNICATIONS INC056,558+56,55802,839,228+2,839,228
WESTERN UN CO0281,793+281,79302,460,053+2,460,053
SANDISK CORP0623+6230395,817+395,817
APPLIED MATLS INC01,143+1,1430390,666+390,666
LUMENTUM HLDGS INC01,145+1,1450804,660+804,660
CELESTICA INC01,379+1,3790388,437+388,437
BRISTOL-MYERS SQUIBB CO044,498+44,49802,698,804+2,698,804
MICRON TECHNOLOGY INC01,122+1,1220379,056+379,056
TERADYNE INC01,254+1,2540371,761+371,761
ENTERPRISE PRODS PARTNERS L063,307+63,30702,395,556+2,395,556
SPDR SERIES TRUST0133,819+133,819012,929,576+12,929,576
WILEY JOHN & SONS INC08,605+8,6050327,851+327,851
VICTORIAS SECRET AND CO07,035+7,0350326,143+326,143
HECLA MINING COMPANY015,824+15,8240294,801+294,801
BLOOM ENERGY CORP02,129+2,1290288,458+288,458
ALTRIA GROUP INC035,313+35,31302,330,290+2,330,290
KULICKE & SOFFA INDS INC04,224+4,2240277,601+277,601
LOCKHEED MARTIN CORP04,343+4,34302,624,805+2,624,805
GILEAD SCIENCES INC020,271+20,27102,825,153+2,825,153
UPBOUND GROUP INC012,454+12,4540224,795+224,795
CLOROX CO DEL02,135+2,1350221,250+221,250
WENDYS CO031,051+31,0510215,804+215,804
DELL TECHNOLOGIES INC03,584+3,5840588,242+588,242
VERTIV HOLDINGS CO02,407+2,4070603,146+603,146
UWM HOLDINGS CORPORATION053,698+53,6980194,387+194,387
BHP BILLITON LIMITED039,347+39,34702,862,101+2,862,101
FORTINET INC07,166+7,1660585,606+585,606
PHILIP MORRIS INTL INC014,297+14,29702,363,817+2,363,817
ENERGIZER HLDGS INC010,736+10,7360176,285+176,285
UBIQUITI INC0763+7630602,991+602,991
PITNEY BOWES INC042,067+42,0670464,840+464,840
IRONWOOD PHARMACEUTICALS INC094,831+94,8310332,857+332,857
PEPSICO INC016,903+16,90302,624,867+2,624,867
SPDR SERIES TRUST0137,102+137,102012,967,100+12,967,100
LAM RESEARCH CORP02,014+2,0140430,311+430,311
COMFORT SYS USA INC0372+3720512,984+512,984
RUBRIK INC.06,379+6,3790312,380+312,380
VANGUARD TAX-MANAGED FDS024,611+24,61101,577,091+1,577,091
TERADATA CORP DEL013,938+13,9380357,231+357,231
AMERIPRISE FINL INC0847+8470376,407+376,407
BRITISH AMERN TOB PLC041,115+41,11502,403,997+2,403,997
TAPESTRY INC03,449+3,4490486,688+486,688
VANGUARD INDEX FDS06,931+6,9310614,738+614,738
MARRIOTT INTL INC NEW01,286+1,2860420,612+420,612
CREDO TECHNOLOGY GROUP HOLDI02,724+2,7240255,702+255,702
NVIDIA CORPORATION02,566+2,5660447,510+447,510
VANGUARD INTL EQUITY INDEX F010,472+10,4720566,011+566,011
BRINKER INTL INC02,338+2,3380333,796+333,796
VANGUARD INTL EQUITY INDEX F03,901+3,9010568,772+568,772
HASBRO INC07,042+7,0420659,131+659,131
KONTOOR BRANDS INC03,572+3,5720251,076+251,076
PAYCHEX INC03,673+3,6730338,357+338,357
MCDONALDS CORP07,299+7,29902,268,347+2,268,347
AMGEN INC0717+7170252,276+252,276
OMNICOM GROUP INC03,216+3,2160242,197+242,197
ISHARES TR01,834+1,8340217,252+217,252
SPDR SERIES TRUST05,560+5,5600268,674+268,674
ISHARES TR02,108+2,1080399,656+399,656
INNOVATOR ETFS TRUST012,469+12,4690681,057+681,057
ACADIAN ASSET MANAGEMENT INC08,054+8,0540438,299+438,299
ISHARES TR01,846+1,8460267,145+267,145
SPDR SERIES TRUST04,817+4,8170285,235+285,235
ISHARES TR03,028+3,0280225,132+225,132
SPDR SERIES TRUST08,941+8,9410229,057+229,057
SPDR SERIES TRUST0232,034+232,034013,128,483+13,128,483
ISHARES TR02,712+2,7120251,511+251,511
INNOVATOR ETFS TRUST05,171+5,1710248,212+248,212
BLOCK H & R INC057,808+57,80801,834,819+1,834,819
NETAPP INC02,167+2,1670221,879+221,879
INNOVATOR ETFS TRUST014,735+14,7350661,205+661,205
APPLE INC0793+7930201,342+201,342
INGEVITY CORP06,858+6,8580488,495+488,495
GSK PLC051,272+51,27202,829,719+2,829,719
SPDR SERIES TRUST09,255+9,2550707,356+707,356
BUCKLE INC08,228+8,2280414,362+414,362
PALANTIR TECHNOLOGIES INC02,477+2,4770362,336+362,336
NOVARTIS AG016,798+16,79802,565,895+2,565,895
INNOVATOR ETFS TRUST04,078+4,0780217,643+217,643
BOOKING HOLDINGS INC0101+1010425,373+425,373
STATE STR SPDR S&P 500 ETF T03,389+3,38902,203,715+2,203,715
ISHARES TR03,451+3,45101,230,489+1,230,489
WESTERN DIGITAL CORP01,991+1,9910538,546+538,546
CARVANA CO01,041+1,0410327,270+327,270
EXPEDIA GROUP INC01,597+1,5970368,731+368,731
TRAVEL PLUS LEISURE CO03,207+3,2070221,892+221,892
SEAGATE TECHNOLOGY HLDNGS PL01,312+1,3120513,989+513,989
ABBVIE INC012,919+12,91902,809,762+2,809,762
BERKSHIRE HATHAWAY INC DEL01,163+1,1630557,310+557,310
VANGUARD INDEX FDS04,395+4,39502,626,257+2,626,257
WAYFAIR INC04,180+4,1800314,378+314,378
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