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Disclosed positions
Optimist Retirement Group LLC: source evidence dated 2026-08-11T03:59:59.999Z.
- Issuer
- PACCAR INC
- Ticker
- PCAR
- Class
- COM
- Reported value
- $43,099,494
- Reported amount
- 358,804
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002011850-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| PACCAR INC | PCAR | COM | $43,099,494 | 358,804 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $16,106,058 | 135,356 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $15,705,927 | 131,839 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $14,938,009 | 136,908 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $14,146,122 | 232,705 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $8,304,492 | 164,804 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $7,340,201 | 141,757 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,921,761 | 6,684 | SH | None |
| KLA CORP | KLAC | COM NEW | $4,822,754 | 15,985 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,775,761 | 15,755 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,793,380 | 3,163 | SH | None |
| ABBVIE INC | ABBV | COM | $3,230,675 | 12,838 | SH | None |
| BHP BILLITON LIMITED | BHP | SPONSORED ADS | $3,177,860 | 38,145 | SH | None |
| BROADCOM INC | AVGO | COM | $3,129,620 | 8,285 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,023,088 | 4,402 | SH | None |
| BEST BUY INC | BBY | COM | $3,011,981 | 39,694 | SH | None |
| QUALCOMM INC | QCOM | COM | $2,965,419 | 16,048 | SH | None |
| MERCK & CO INC | MRK | COM | $2,929,929 | 22,801 | SH | None |
| KIMBERLY-CLARK CORP | KMB | COM | $2,920,960 | 26,610 | SH | None |
| 3M CO | MMM | COM | $2,788,576 | 17,223 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,768,536 | 9,845 | SH | None |
| GSK PLC | GSK | SPONSORED ADR | $2,675,533 | 51,040 | SH | None |
| HP INC | HPQ | COM | $2,668,451 | 121,625 | SH | None |
| NOVARTIS AG | NVS | SPONSORED ADR | $2,629,291 | 16,777 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $2,603,131 | 14,389 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,542,243 | 3,404 | SH | None |
| BRITISH AMERN TOB PLC | BTI | SPONSORED ADR | $2,528,200 | 40,936 | SH | None |
| ALTRIA GROUP INC | MO | COM | $2,521,845 | 35,050 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $2,508,890 | 43,542 | SH | None |
| NOVO-NORDISK A S | NVO | ADR | $2,494,798 | 52,040 | SH | None |
| FRONTLINE PLC | FRO | COM | $2,459,723 | 70,702 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $2,394,212 | 56,547 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $2,314,279 | 62,956 | SH | None |
| PEPSICO INC | PEP | COM | $2,292,864 | 16,934 | SH | None |
| PFIZER INC | PFE | COM | $2,252,179 | 93,529 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $2,212,258 | 4,342 | SH | None |
| BLOCK H & R INC | HRB | COM | $2,211,523 | 58,076 | SH | None |
| WESTERN UN CO | WU | COM | $2,168,389 | 281,609 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,150,614 | 5,765 | SH | None |
| ARTISAN PARTNERS ASSET MGMT | APAM | CL A | $2,103,637 | 60,922 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,982,643 | 7,335 | SH | None |
| UNILEVER PLC | UL | SPON ADR NEW | $1,778,117 | 29,576 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,739,091 | 24,408 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $1,518,739 | 3,520 | SH | None |
| SANDISK CORP | SNDK | COM | $1,414,260 | 622 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $1,395,167 | 3,407 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,325,125 | 1,148 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $1,301,073 | 2,037 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $1,293,100 | 1,340 | SH | None |
| FORTINET INC | FTNT | COM | $1,079,181 | 7,025 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.