Optimist Retirement Group LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $204 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Paccar Inc with a value of $34.7M, Spdr Portfolio with a value of $13.8M, Spdr Portfolio S&P 500 Value E with a value of $12.1M, Spdr S&P 600 Small Cap Growth with a value of $11.7M, and Spdr S&P 600 Small Cap Value E with a value of $11.2M.
Examining the 13F form we can see an increase of $7.88M in the current position value, from $196M to 204M.
Optimist Retirement Group LLC is based out at Bellevue, WA
Below you can find more details about Optimist Retirement Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$204 Million
ETFs: $82.2 Million
Industrials: $44.3 Million
Technology: $21.9 Million
Consumer Defensive: $17.3 Million
Healthcare: $17.2 Million
Consumer Cyclical: $9.8 Million
Financial Services: $4.31 Million
Communication Services: $2.65 Million
Other: $4.52 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
