Sponsored

The Analysis of Optimist Retirement Group LLC's Holdings & P&L

Currently, Optimist Retirement Group LLC holds 113 types of securities in its portfolio with a total value $226.7M. In the most recent quarter, they have increased their positions in BBY (+30.8K shares, valued at $2.0M), NVO (+51.6K shares, valued at $1.9M), KMB (+19.6K shares, valued at $1.9M); decreased their positions in KLAC (-954 shares, valued at $1.4M), N/A (-5.7K shares, valued at $681.2K), WDC (-1.7K shares, valued at $460.6K); initiated new positions in NVO (+51.6K shares, valued at $1.9M), CENX (+9.0K shares, valued at $530.4K), SNDK (+623 shares, valued at $395.8K).

1M P&L

+4.3M+1.72%

3M P&L

+11.8M+4.85%

HY P&L

+33.5M+15.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A82.2M

39.9%

2Farm & Heavy Construction Machinery41.4M

20.1%

3Drug Manufacturers - General18.6M

9.0%

Top Industries by Stock Count

1N/A26 stocks

25.5%

2Drug Manufacturers - General8 stocks

7.8%

3Software - Infrastructure5 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PCAR PACCAR INC358.8K shares-0.27%2026-03-312026-05-11

SPYG SPDR SERIES TRUST136.0K shares-1.23%2026-03-312026-05-11

SPYV SPDR SERIES TRUST232.0K shares0.39%2026-03-312026-05-11

SLYV SPDR SERIES TRUST137.1K shares-3.08%2026-03-312026-05-11

SLYG SPDR SERIES TRUST133.8K shares0.11%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS166.4K shares-0.95%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS142.7K shares-0.92%2026-03-312026-05-11

VB VANGUARD INDEX FDS15.8K shares-6.23%2026-03-312026-05-11

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.7K shares0.07%2026-03-312026-05-11

LLY ELI LILLY & CO3.2K shares-10.02%2026-03-312026-05-11

BHP BHP BILLITON LIMITED39.3K shares-11.07%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC56.6K shares-1.18%2026-03-312026-05-11

GSK PLC GSK PLC51.3K shares-11.67%2026-03-312026-05-11

GILD GILEAD SCIENCES INC20.3K shares-3.98%2026-03-312026-05-11

ABBV ABBVIE INC12.9K shares-0.87%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC22.8K shares-19.87%2026-03-312026-05-11

Sponsored

BMY BRISTOL-MYERS SQUIBB CO44.5K shares3.65%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares-1.79%2026-03-312026-05-11

PEP PEPSICO INC16.9K shares-2.85%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP4.3K shares-11.48%2026-03-312026-05-11

PFE PFIZER INC93.2K shares151.85%2026-03-312026-05-11

BROADCOM INC BROADCOM INC8.4K shares-0.69%2026-03-312026-05-11

NVS NOVARTIS AG16.8K shares-11.49%2026-03-312026-05-11

BBY BEST BUY INC39.4K shares357.24%2026-03-312026-05-11

Sponsored

KMB KIMBERLY-CLARK CORP26.0K shares303.02%2026-03-312026-05-11

MMM 3M CO17.1K shares-1.39%2026-03-312026-05-11

WU WESTERN UN CO281.8K shares32.69%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC41.1K shares-0.96%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L63.3K shares-1.18%2026-03-312026-05-11

KLAC KLA CORP1.6K shares-37.05%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS9.8K shares-2.65%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC14.3K shares5.02%2026-03-312026-05-11

Sponsored

HP INC HP INC121.6K shares64.09%2026-03-312026-05-11

MO ALTRIA GROUP INC35.3K shares-0.73%2026-03-312026-05-11

MCD MCDONALDS CORP7.3K shares-0.69%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T3.4K shares1.47%2026-03-312026-05-11

APAM ARTISAN PARTNERS ASSET MGMT60.5K shares193.01%2026-03-312026-05-11

MSFT MICROSOFT CORP5.8K shares0.00%2026-03-312026-05-11

QCOM QUALCOMM INC16.2K shares-0.53%2026-03-312026-05-11

NVO NOVO-NORDISK A S51.6K sharesnew addition2026-03-312026-05-11

Sponsored

HRB BLOCK H & R INC57.8K shares36.64%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC29.3K shares-11.42%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS24.6K shares2.67%2026-03-312026-05-11

IWB ISHARES TR3.5K shares-2.57%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC1.1K shares1.69%2026-03-312026-05-11

SPYM SPDR SERIES TRUST9.3K shares0.15%2026-03-312026-05-11

NAPR INNOVATOR ETFS TRUST12.5K shares-0.61%2026-03-312026-05-11

BMAY INNOVATOR ETFS TRUST14.7K shares-2.12%2026-03-312026-05-11

Sponsored

HAS HASBRO INC7.0K shares-7.74%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS6.9K shares8.38%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO2.4K shares-2.23%2026-03-312026-05-11

UI UBIQUITI INC763 shares-4.74%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC3.6K shares21.00%2026-03-312026-05-11

FTNT FORTINET INC7.2K shares43.03%2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F3.9K shares4.67%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F10.5K shares6.37%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-20.18%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP2.0K shares-46.10%2026-03-312026-05-11

CENX CENTURY ALUM CO9.0K sharesnew addition2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares-43.38%2026-03-312026-05-11

FIX COMFORT SYS USA INC372 shares-18.06%2026-03-312026-05-11

NGVT INGEVITY CORP6.9K shares-19.32%2026-03-312026-05-11

TPR TAPESTRY INC3.4K shares0.85%2026-03-312026-05-11

PBI PITNEY BOWES INC42.1K shares34.58%2026-03-312026-05-11

Sponsored

NVDA NVIDIA CORPORATION2.6K shares16.90%2026-03-312026-05-11

AAMI ACADIAN ASSET MANAGEMENT INC8.1K shares-12.22%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares1.16%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC101 shares10.99%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW1.3K shares6.81%2026-03-312026-05-11

BKE BUCKLE INC8.2K shares-3.42%2026-03-312026-05-11

IWN ISHARES TR2.1K shares-2.59%2026-03-312026-05-11

SNDK SANDISK CORP623 sharesnew addition2026-03-312026-05-11

Sponsored

AMAT APPLIED MATLS INC1.1K sharesnew addition2026-03-312026-05-11

CELESTICA INC CELESTICA INC1.4K sharesnew addition2026-03-312026-05-11

MU MICRON TECHNOLOGY INC1.1K sharesnew addition2026-03-312026-05-11

AMP AMERIPRISE FINL INC847 shares29.91%2026-03-312026-05-11

TER TERADYNE INC1.3K sharesnew addition2026-03-312026-05-11

EXPE EXPEDIA GROUP INC1.6K shares-5.73%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC2.5K shares8.17%2026-03-312026-05-11

TDC TERADATA CORP DEL13.9K shares45.54%2026-03-312026-05-11

Sponsored

PAYX PAYCHEX INC3.7K shares34.39%2026-03-312026-05-11

EAT BRINKER INTL INC2.3K shares12.73%2026-03-312026-05-11

IRWD IRONWOOD PHARMACEUTICALS INC94.8K shares58.28%2026-03-312026-05-11

WLY WILEY JOHN & SONS INC8.6K sharesnew addition2026-03-312026-05-11

CVNA CARVANA CO1.0K shares2.46%2026-03-312026-05-11

VSCO VICTORIAS SECRET AND CO7.0K sharesnew addition2026-03-312026-05-11

APP APPLOVIN CORP801 shares-13.41%2026-03-312026-05-11

W WAYFAIR INC4.2K shares-18.99%2026-03-312026-05-11

Sponsored

RBRK RUBRIK INC.6.4K shares114.64%2026-03-312026-05-11

HL HECLA MINING COMPANY15.8K sharesnew addition2026-03-312026-05-11

BE BLOOM ENERGY CORP2.1K sharesnew addition2026-03-312026-05-11

SPMD SPDR SERIES TRUST4.8K shares0.08%2026-03-312026-05-11

KLIC KULICKE & SOFFA INDS INC4.2K sharesnew addition2026-03-312026-05-11

SPSM SPDR SERIES TRUST5.6K shares0.07%2026-03-312026-05-11

IJT ISHARES TR1.8K shares0.16%2026-03-312026-05-11

CRDO CREDO TECHNOLOGY GROUP HOLDI2.7K shares84.55%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC717 shares0.00%2026-03-312026-05-11

USMV ISHARES TR2.7K shares0.00%2026-03-312026-05-11

KTB KONTOOR BRANDS INC3.6K shares0.00%2026-03-312026-05-11

BDEC INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-05-11

OMC OMNICOM GROUP INC3.2K shares14.78%2026-03-312026-05-11

SPAB SPDR SERIES TRUST8.9K shares0.57%2026-03-312026-05-11

EFV ISHARES TR3.0K shares-2.48%2026-03-312026-05-11

UPBD UPBOUND GROUP INC12.5K sharesnew addition2026-03-312026-05-11

Sponsored

TNL TRAVEL PLUS LEISURE CO3.2K shares-33.48%2026-03-312026-05-11

NTAP NETAPP INC2.2K shares0.00%2026-03-312026-05-11

CLX CLOROX CO DEL2.1K sharesnew addition2026-03-312026-05-11

NJAN INNOVATOR ETFS TRUST4.1K shares-18.64%2026-03-312026-05-11

IJS ISHARES TR1.8K shares0.16%2026-03-312026-05-11

WEN WENDYS CO31.1K sharesnew addition2026-03-312026-05-11

AAPL APPLE INC793 shares0.00%2026-03-312026-05-11

UWMC UWM HOLDINGS CORPORATION53.7K sharesnew addition2026-03-312026-05-11

Sponsored

ENR ENERGIZER HLDGS INC10.7K sharesnew addition2026-03-312026-05-11

PCAR

PACCAR INC

-0.27%

Shares358.8K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

-1.23%

Shares136.0K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

0.39%

Shares232.0K

Event2026-03-31

Filed2026-05-11

SLYV

SPDR SERIES TRUST

-3.08%

Shares137.1K

Event2026-03-31

Filed2026-05-11

SLYG

SPDR SERIES TRUST

0.11%

Shares133.8K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-0.95%

Shares166.4K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

-0.92%

Shares142.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-6.23%

Shares15.8K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

0.07%

Shares6.7K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-10.02%

Shares3.2K

Event2026-03-31

Filed2026-05-11

BHP

BHP BILLITON LIMITED

-11.07%

Shares39.3K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-1.18%

Shares56.6K

Event2026-03-31

Filed2026-05-11

GSK PLC

-11.67%

Shares51.3K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

-3.98%

Shares20.3K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-0.87%

Shares12.9K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-19.87%

Shares22.8K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

3.65%

Shares44.5K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-1.79%

Shares4.4K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-2.85%

Shares16.9K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

-11.48%

Shares4.3K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

151.85%

Shares93.2K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-0.69%

Shares8.4K

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

-11.49%

Shares16.8K

Event2026-03-31

Filed2026-05-11

BBY

BEST BUY INC

357.24%

Shares39.4K

Event2026-03-31

Filed2026-05-11

KMB

KIMBERLY-CLARK CORP

303.02%

Shares26.0K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

-1.39%

Shares17.1K

Event2026-03-31

Filed2026-05-11

WESTERN UN CO

32.69%

Shares281.8K

Event2026-03-31

Filed2026-05-11

BTI

BRITISH AMERN TOB PLC

-0.96%

Shares41.1K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

-1.18%

Shares63.3K

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORP

-37.05%

Shares1.6K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

-2.65%

Shares9.8K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

5.02%

Shares14.3K

Event2026-03-31

Filed2026-05-11

HP INC

64.09%

Shares121.6K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

-0.73%

Shares35.3K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-0.69%

Shares7.3K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

1.47%

Shares3.4K

Event2026-03-31

Filed2026-05-11

APAM

ARTISAN PARTNERS ASSET MGMT

193.01%

Shares60.5K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-0.53%

Shares16.2K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

New

Shares51.6K

Event2026-03-31

Filed2026-05-11

HRB

BLOCK H & R INC

36.64%

Shares57.8K

Event2026-03-31

Filed2026-05-11

UNILEVER PLC

-11.42%

Shares29.3K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

2.67%

Shares24.6K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

-2.57%

Shares3.5K

Event2026-03-31

Filed2026-05-11

LITE

LUMENTUM HLDGS INC

1.69%

Shares1.1K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

0.15%

Shares9.3K

Event2026-03-31

Filed2026-05-11

NAPR

INNOVATOR ETFS TRUST

-0.61%

Shares12.5K

Event2026-03-31

Filed2026-05-11

BMAY

INNOVATOR ETFS TRUST

-2.12%

Shares14.7K

Event2026-03-31

Filed2026-05-11

HAS

HASBRO INC

-7.74%

Shares7.0K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

8.38%

Shares6.9K

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

-2.23%

Shares2.4K

Event2026-03-31

Filed2026-05-11

UBIQUITI INC

-4.74%

Shares763

Event2026-03-31

Filed2026-05-11

DELL

DELL TECHNOLOGIES INC

21.00%

Shares3.6K

Event2026-03-31

Filed2026-05-11

FTNT

FORTINET INC

43.03%

Shares7.2K

Event2026-03-31

Filed2026-05-11

VSS

VANGUARD INTL EQUITY INDEX F

4.67%

Shares3.9K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

6.37%

Shares10.5K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-20.18%

Shares1.2K

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP

-46.10%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CENX

CENTURY ALUM CO

New

Shares9.0K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

-43.38%

Shares1.3K

Event2026-03-31

Filed2026-05-11

FIX

COMFORT SYS USA INC

-18.06%

Shares372

Event2026-03-31

Filed2026-05-11

NGVT

INGEVITY CORP

-19.32%

Shares6.9K

Event2026-03-31

Filed2026-05-11

TPR

TAPESTRY INC

0.85%

Shares3.4K

Event2026-03-31

Filed2026-05-11

PBI

PITNEY BOWES INC

34.58%

Shares42.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

16.90%

Shares2.6K

Event2026-03-31

Filed2026-05-11

AAMI

ACADIAN ASSET MANAGEMENT INC

-12.22%

Shares8.1K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

1.16%

Shares2.0K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

10.99%

Shares101

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

6.81%

Shares1.3K

Event2026-03-31

Filed2026-05-11

BKE

BUCKLE INC

-3.42%

Shares8.2K

Event2026-03-31

Filed2026-05-11

IWN

ISHARES TR

-2.59%

Shares2.1K

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP

New

Shares623

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

CELESTICA INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

AMP

AMERIPRISE FINL INC

29.91%

Shares847

Event2026-03-31

Filed2026-05-11

TER

TERADYNE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-11

EXPE

EXPEDIA GROUP INC

-5.73%

Shares1.6K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

8.17%

Shares2.5K

Event2026-03-31

Filed2026-05-11

TDC

TERADATA CORP DEL

45.54%

Shares13.9K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

34.39%

Shares3.7K

Event2026-03-31

Filed2026-05-11

EAT

BRINKER INTL INC

12.73%

Shares2.3K

Event2026-03-31

Filed2026-05-11

IRWD

IRONWOOD PHARMACEUTICALS INC

58.28%

Shares94.8K

Event2026-03-31

Filed2026-05-11

WLY

WILEY JOHN & SONS INC

New

Shares8.6K

Event2026-03-31

Filed2026-05-11

CVNA

CARVANA CO

2.46%

Shares1.0K

Event2026-03-31

Filed2026-05-11

VSCO

VICTORIAS SECRET AND CO

New

Shares7.0K

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

-13.41%

Shares801

Event2026-03-31

Filed2026-05-11

WAYFAIR INC

-18.99%

Shares4.2K

Event2026-03-31

Filed2026-05-11

RBRK

RUBRIK INC.

114.64%

Shares6.4K

Event2026-03-31

Filed2026-05-11

HECLA MINING COMPANY

New

Shares15.8K

Event2026-03-31

Filed2026-05-11

BLOOM ENERGY CORP

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

SPMD

SPDR SERIES TRUST

0.08%

Shares4.8K

Event2026-03-31

Filed2026-05-11

KLIC

KULICKE & SOFFA INDS INC

New

Shares4.2K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

0.07%

Shares5.6K

Event2026-03-31

Filed2026-05-11

IJT

ISHARES TR

0.16%

Shares1.8K

Event2026-03-31

Filed2026-05-11

CRDO

CREDO TECHNOLOGY GROUP HOLDI

84.55%

Shares2.7K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

0.00%

Shares717

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

KTB

KONTOOR BRANDS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-11

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-11

OMC

OMNICOM GROUP INC

14.78%

Shares3.2K

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SERIES TRUST

0.57%

Shares8.9K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

-2.48%

Shares3.0K

Event2026-03-31

Filed2026-05-11

UPBD

UPBOUND GROUP INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-11

TNL

TRAVEL PLUS LEISURE CO

-33.48%

Shares3.2K

Event2026-03-31

Filed2026-05-11

NTAP

NETAPP INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-11

CLX

CLOROX CO DEL

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

NJAN

INNOVATOR ETFS TRUST

-18.64%

Shares4.1K

Event2026-03-31

Filed2026-05-11

IJS

ISHARES TR

0.16%

Shares1.8K

Event2026-03-31

Filed2026-05-11

WEN

WENDYS CO

New

Shares31.1K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.00%

Shares793

Event2026-03-31

Filed2026-05-11

UWMC

UWM HOLDINGS CORPORATION

New

Shares53.7K

Event2026-03-31

Filed2026-05-11

ENR

ENERGIZER HLDGS INC

New

Shares10.7K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available