StockDriftsStockDriftsTop 50 Optimist Retirement Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | 18.28% | 358.8K | $41.4M | -0.27%(-964) | $91.33(+30.84%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.87% | 136.0K | $13.3M | -1.23%(-1.69K) | $62.17(+88.52%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.79% | 232.0K | $13.1M | +0.39%(+909) | $44.34(+39.02%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 5.72% | 137.1K | $13.0M | -3.08%(-4.36K) | $78.78(+37.16%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 5.7% | 133.8K | $12.9M | +0.11%(+153) | $79.68(+47.31%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.35% | 166.4K | $7.6M | -0.95%(-1.60K) | $32.91(+52.14%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.95% | 142.7K | $6.7M | -0.92%(-1.33K) | $35.00(+46.08%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.82% | 15.8K | $4.1M | -6.23%(-1.05K) | $202.77(+48.12%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.7% | 6.7K | $3.9M | +0.07%(+5) | $384.76(+85.21%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.3% | 3.2K | $2.9M | -10.02%(-356) | $639.42(+89.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.75% |
| Top 20 Holdings Unweighted | +12.48% | +42.29% |
Sign up free to track Optimist Retirement Group LLC, compare funds side by side, and get alerts the moment positions change.