Optimist Retirement Group LLC: 13F holdings
CIK 20118502026Q2
| Positions | 118 |
|---|
| Reported value | $259.2m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 118 (+5 vs prior quarter) |
|---|
| Reported value | $259.2m (+14.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PCAR PACCAR INC | 358,804 | $43.1m | 16.6% |
| SPYG SPDR SERIES TRUST | 135,356 | $16.1m | 6.2% |
| SLYG SPDR SERIES TRUST | 131,839 | $15.7m | 6.1% |
| SLYV SPDR SERIES TRUST | 136,908 | $14.9m | 5.8% |
| SPYV SPDR SERIES TRUST | 232,705 | $14.1m | 5.5% |
| EWU SPDR INDEX SHS FDS | 164,804 | $8.3m | 3.2% |
| SPEM SPDR INDEX SHS FDS | 141,757 | $7.3m | 2.8% |
| QQQ INVESCO QQQ TR | 6,684 | $4.9m | 1.9% |
| KLAC KLA CORP | 15,985 | $4.8m | 1.9% |
| VB VANGUARD INDEX FDS | 15,755 | $4.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011850")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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