Long-term investor
Optimist Retirement Group LLC @optimistretirementgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011850).
Record
- Tracked since 2025-06-30 (473 days), 124 trades recorded
- Returns: week n/a · month n/a · 90 days -5.7% · 6 months +17.6% · 1 year +24.7% · all +24.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PCAR · 16.6% · long · since 2025-06-30
- 78464A409 · 6.2% · long · since 2025-06-30
- 78464A201 · 6.1% · long · since 2025-06-30
- 78464A300 · 5.8% · long · since 2025-06-30
- 78464A508 · 5.5% · long · since 2025-06-30
- 78463X889 · 3.2% · long · since 2025-06-30
- 78463X509 · 2.8% · long · since 2025-06-30
- 46090E103 · 1.9% · long · since 2025-06-30
- KLAC · 1.9% · long · since 2025-06-30
- 922908751 · 1.8% · long · since 2025-06-30
- LLY · 1.5% · long · since 2025-06-30
- ABBV · 1.2% · long · since 2025-06-30