Optimist Retirement Group LLC

data from 30/09/2025

Capitalization

$ 221.276 M 6.07 %

Average holding period

6 ans

Performance

$ 38.991 M 22.15 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Optimist Retirement Group LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PCAR PACCAR INC 16.01% 35.416 M $ 360212 2023/12/31 1.191 M $ 3.43 %
2025/09/30 SPYG SPDR SERIES TRUST 6.63% 14.666 M $ 140330 2023/12/31 1.327 M $ 9.64 %
2025/09/30 SPYV SPDR SERIES TRUST 5.79% 12.801 M $ 231364 2023/12/31 691.039 K $ 5.71 %
2025/09/30 SLYG SPDR SERIES TRUST 5.70% 12.612 M $ 133729 2023/12/31 736.043 K $ 6.26 %
2025/09/30 SLYV SPDR SERIES TRUST 5.66% 12.528 M $ 141321 2023/12/31 1.250 M $ 11.15 %
2025/09/30 SPDW SPDR INDEX SHS FDS 3.26% 7.203 M $ 168329 2023/12/31 387.936 K $ 5.68 %
2025/09/30 SPEM SPDR INDEX SHS FDS 3.04% 6.731 M $ 143786 2023/12/31 622.201 K $ 9.52 %
2025/09/30 VB VANGUARD INDEX FDS 1.93% 4.269 M $ 16790 2023/12/31 285.501 K $ 7.30 %
2025/09/30 QQQ INVESCO QQQ TR 1.81% 4.006 M $ 6673 2023/12/31 325.272 K $ 8.83 %
2025/09/30 MSFT MICROSOFT CORP 1.50% 3.314 M $ 6398 2023/12/31 132.133 K $ 4.13 %
2025/09/30 ABBV ABBVIE INC 1.38% 3.060 M $ 13218 2023/12/31 611.195 K $ 24.74 %
2025/09/30 KLAC KLA CORP 1.30% 2.874 M $ 2665 2023/12/31 555.894 K $ 20.42 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.28% 2.841 M $ 10069 2023/12/31 -125.228 K $ -4.28 %
2025/09/30 AVGO BROADCOM INC 1.28% 2.821 M $ 8552 2023/12/31 571.032 K $ 19.68 %
2025/09/30 LLY ELI LILLY & CO 1.25% 2.774 M $ 3635 2023/12/31 -58.350 K $ -2.12 %
2025/09/30 VOO VANGUARD INDEX FDS 1.24% 2.735 M $ 4467 2023/12/31 199.397 K $ 7.81 %
2025/09/30 MMM 3M CO 1.23% 2.711 M $ 17470 2023/12/31 50.982 K $ 1.93 %
2025/09/30 QCOM QUALCOMM INC 1.23% 2.711 M $ 16295 2023/12/31 111.874 K $ 4.46 %
2025/09/30 OGN ORGANON & CO 1.20% 2.662 M $ 249222 2024/09/30 252.248 K $ 10.33 %
2025/09/30 GSK GSK PLC 1.16% 2.556 M $ 59220 2023/12/31 273.442 K $ 12.40 %
2025/09/30 BHP BHP GROUP LTD 1.15% 2.546 M $ 45674 2024/03/31 347.465 K $ 15.93 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.14% 2.512 M $ 57155 2023/12/31 38.513 K $ 1.57 %
2025/09/30 HPQ HP INC 1.13% 2.490 M $ 91435 2023/12/31 240.125 K $ 11.32 %
2025/09/30 NVS NOVARTIS AG 1.12% 2.477 M $ 19319 2024/06/30 139.336 K $ 5.97 %
2025/09/30 LMT LOCKHEED MARTIN CORP 1.11% 2.446 M $ 4900 2023/12/31 166.859 K $ 7.79 %
2025/09/30 PEP PEPSICO INC 1.10% 2.441 M $ 17383 2025/03/31 129.981 K $ 6.36 %
2025/09/30 MRK MERCK & CO INC 1.09% 2.404 M $ 28637 2025/09/30 0.000 $ 0.00 %
2025/09/30 MO ALTRIA GROUP INC 1.06% 2.350 M $ 35577 2023/12/31 263.014 K $ 12.67 %
2025/09/30 GILD GILEAD SCIENCES INC 1.06% 2.343 M $ 21111 2023/12/31 2.972 K $ 0.12 %
2025/09/30 WU WESTERN UN CO 1.03% 2.273 M $ 284533 2024/06/30 -98.164 K $ -5.11 %
2025/09/30 KMB KIMBERLY-CLARK CORP 1.03% 2.269 M $ 18252 2023/12/31 -82.705 K $ -3.55 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.02% 2.247 M $ 13852 2023/12/31 -272.881 K $ -10.94 %
2025/09/30 PFE PFIZER INC 1.01% 2.235 M $ 87704 2023/12/31 105.241 K $ 5.12 %
2025/09/30 MCD MCDONALDS CORP 1.01% 2.231 M $ 7341 2023/12/31 85.180 K $ 4.01 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.01% 2.225 M $ 3340 2023/12/31 159.682 K $ 7.82 %
2025/09/30 UL UNILEVER PLC 1.00% 2.206 M $ 37220 2023/12/31 -69.427 K $ -3.09 %
2025/09/30 BTI BRITISH AMERN TOB PLC 0.99% 2.201 M $ 41465 2023/12/31 290.202 K $ 12.15 %
2025/09/30 APAM ARTISAN PARTNERS ASSET MGMT 0.99% 2.196 M $ 50593 2024/06/30 -9.337 K $ -2.10 %
2025/09/30 HRB BLOCK H & R INC 0.95% 2.112 M $ 41765 2023/12/31 -178.135 K $ -7.87 %
2025/09/30 DEO DIAGEO PLC 0.95% 2.108 M $ 22087 2023/12/31 -104.169 K $ -5.36 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.93% 2.066 M $ 45813 2023/12/31 -48.624 K $ -2.57 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.91% 2.004 M $ 64074 2023/12/31 16.592 K $ 0.84 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.65% 1.428 M $ 23826 2023/12/31 69.170 K $ 5.10 %
2025/09/30 IWB ISHARES TR 0.59% 1.295 M $ 3542 2023/12/31 91.773 K $ 7.63 %
2025/09/30 SPLG SPDR SERIES TRUST 0.34% 747.243 K $ 9553 2023/12/31 53.889 K $ 7.78 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.33% 732.492 K $ 1457 2023/12/31 23.197 K $ 3.49 %
2025/09/30 BMAY INNOVATOR ETFS TRUST 0.31% 693.683 K $ 15830 2024/09/30 25.644 K $ 3.84 %
2025/09/30 APP APPLOVIN CORP 0.31% 676.146 K $ 941 2024/09/30 347.826 K $ 105.25 %
2025/09/30 NAPR INNOVATOR ETFS TRUST 0.29% 646.549 K $ 12280 2024/09/30 20.139 K $ 3.22 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.26% 582.091 K $ 6367 2023/12/31 14.957 K $ 2.65 %
2025/09/30 HAS HASBRO INC 0.26% 578.963 K $ 7633 2024/09/30 7.862 K $ 2.75 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.25% 559.226 K $ 2369 2024/09/30 243.359 K $ 63.56 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.24% 533.991 K $ 9856 2023/12/31 46.388 K $ 9.54 %
2025/09/30 VSS VANGUARD INTL EQUITY INDEX F 0.24% 530.617 K $ 3722 2023/12/31 30.289 K $ 6.07 %
2025/09/30 UI UBIQUITI INC 0.24% 529.125 K $ 801 2024/12/31 208.105 K $ 60.47 %
2025/09/30 BKE BUCKLE INC 0.23% 502.071 K $ 8559 2023/12/31 139.448 K $ 29.35 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.22% 491.409 K $ 91 2024/03/31 -33.927 K $ -6.74 %
2025/09/30 LYFT LYFT INC 0.22% 490.361 K $ 22279 2024/12/31 123.437 K $ 39.66 %
2025/09/30 NTNX NUTANIX INC 0.22% 484.279 K $ 6510 2025/03/31 -13.078 K $ -2.68 %
2025/09/30 W WAYFAIR INC 0.21% 471.573 K $ 5279 2025/09/30 0.000 $ 0.00 %
2025/09/30 NGVT INGEVITY CORP 0.21% 469.115 K $ 8500 2025/03/31 100.732 K $ 28.08 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.21% 456.708 K $ 3804 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACADIAN ASSET MANAGEMENT INC 0.20% 441.868 K $ 9175 2024/09/30 143.502 K $ 36.66 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.19% 419.923 K $ 2962 2024/03/31 58.602 K $ 15.64 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.19% 417.742 K $ 2290 2025/03/31 122.948 K $ 33.82 %
2025/09/30 FTNT FORTINET INC 0.19% 410.983 K $ 4888 2024/09/30 -102.746 K $ -20.47 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.19% 410.337 K $ 5595 2025/06/30 119.498 K $ 40.98 %
2025/09/30 NVDA NVIDIA CORPORATION 0.19% 409.543 K $ 2195 2024/03/31 70.188 K $ 18.10 %
2025/09/30 CLX CLOROX CO DEL 0.18% 395.916 K $ 3211 2025/09/30 0.000 $ 0.00 %
2025/09/30 TPR TAPESTRY INC 0.18% 387.212 K $ 3420 2025/03/31 99.124 K $ 28.94 %
2025/09/30 CVNA CARVANA CO 0.17% 383.276 K $ 1016 2024/09/30 43.744 K $ 11.95 %
2025/09/30 IWN ISHARES TR 0.17% 382.617 K $ 2164 2023/12/31 41.224 K $ 12.08 %
2025/09/30 FIX COMFORT SYS USA INC 0.17% 374.632 K $ 454 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.17% 371.417 K $ 2462 2024/03/31 70.762 K $ 17.48 %
2025/09/30 NCLH NORWEGIAN CRUISE LINE HLDG L 0.16% 364.623 K $ 14804 2025/03/31 67.520 K $ 21.45 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.16% 362.093 K $ 1694 2024/03/31 74.861 K $ 26.72 %
2025/09/30 PBI PITNEY BOWES INC 0.16% 356.665 K $ 31259 2024/09/30 17.212 K $ 4.58 %
2025/09/30 PEGA PEGASYSTEMS INC 0.16% 355.868 K $ 6189 2024/03/31 20.772 K $ 6.23 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.16% 353.349 K $ 1092 2023/12/31 14.073 K $ 3.33 %
2025/09/30 PAYX PAYCHEX INC 0.16% 346.435 K $ 2733 2023/12/31 -48.470 K $ -12.86 %
2025/09/30 GFF GRIFFON CORP 0.15% 325.008 K $ 4268 2024/03/31 15.947 K $ 5.22 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.14% 313.570 K $ 1204 2024/03/31 -14.825 K $ -4.67 %
2025/09/30 AMP AMERIPRISE FINL INC 0.14% 313.418 K $ 638 2024/03/31 -26.125 K $ -7.96 %
2025/09/30 BGC BGC GROUP INC 0.14% 310.439 K $ 32816 2025/06/30 -24.850 K $ -7.53 %
2025/09/30 VST VISTRA CORP 0.14% 301.325 K $ 1538 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALAB ASTERA LABS INC 0.13% 298.008 K $ 1522 2025/09/30 0.000 $ 0.00 %
2025/09/30 RIGL RIGEL PHARMACEUTICALS INC 0.13% 292.876 K $ 10338 2025/09/30 0.000 $ 0.00 %
2025/09/30 GPC GENUINE PARTS CO 0.13% 288.288 K $ 2080 2023/12/31 35.963 K $ 14.25 %
2025/09/30 TNL TRAVEL PLUS LEISURE CO 0.13% 286.801 K $ 4821 2023/12/31 37.989 K $ 15.27 %
2025/09/30 KTB KONTOOR BRANDS INC 0.13% 284.938 K $ 3572 2023/12/31 49.293 K $ 20.92 %
2025/09/30 VIRT VIRTU FINL INC 0.13% 283.929 K $ 7998 2024/09/30 -73.446 K $ -20.74 %
2025/09/30 CPA COPA HOLDINGS SA 0.13% 277.682 K $ 2337 2024/09/30 20.682 K $ 8.05 %
2025/09/30 SPMD SPDR SERIES TRUST 0.12% 275.067 K $ 4810 2023/12/31 13.504 K $ 5.17 %
2025/09/30 TEAM ATLASSIAN CORPORATION 0.12% 267.977 K $ 1678 2025/03/31 -62.698 K $ -21.36 %
2025/09/30 NJAN INNOVATOR ETFS TRUST 0.12% 266.593 K $ 5012 2023/12/31 12.229 K $ 4.81 %
2025/09/30 GRPN GROUPON INC 0.12% 265.139 K $ 11355 2025/09/30 0.000 $ 0.00 %
2025/09/30 IJT ISHARES TR 0.12% 260.055 K $ 1838 2023/12/31 15.515 K $ 6.36 %
2025/09/30 USMV ISHARES TR 0.12% 258.020 K $ 2712 2023/12/31 3.444 K $ 1.35 %
2025/09/30 UPBOUND GROUP INC 0.12% 257.803 K $ 10910 2023/12/31 -13.607 K $ -5.86 %
2025/09/30 SPSM SPDR SERIES TRUST 0.12% 257.123 K $ 5551 2023/12/31 20.634 K $ 8.73 %