Optimist Retirement Group LLC - Q42025 Holdings

Optimist Retirement Group LLC holds 113 stocks with a total portfolio value of $ 218.26M as of Q42025. In Q42025, Optimist Retirement Group LLC added 8 new positions, increased stakes in 30 stocks, reduced 39 holdings, and fully exited 13 positions. The largest holding is Paccar Inc (PCAR), representing 18.05% of the total portfolio.