AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,232 shares; 2024Q4: 86,344 shares; 2025Q1: 86,220 shares; 2025Q2: 85,779 shares; 2025Q3: 85,100 shares; 2025Q4: 91,909 shares; 2026Q1: 90,620 shares; 2026Q2: 89,665 shares 89,665 $25.9M 7.14% -955 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,187 shares; 2024Q4: 43,193 shares; 2025Q1: 43,029 shares; 2025Q2: 42,379 shares; 2025Q3: 41,782 shares; 2025Q4: 43,557 shares; 2026Q1: 42,267 shares; 2026Q2: 41,959 shares 41,959 $15M 4.13% -308 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,298 shares; 2024Q4: 28,617 shares; 2025Q1: 27,359 shares; 2025Q2: 26,203 shares; 2025Q3: 25,580 shares; 2025Q4: 25,331 shares; 2026Q1: 25,024 shares; 2026Q2: 25,024 shares 25,024 $14.1M 3.88% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,431 shares; 2024Q4: 50,231 shares; 2025Q1: 48,101 shares; 2025Q2: 48,101 shares; 2025Q3: 45,470 shares; 2025Q4: 43,259 shares; 2026Q1: 39,727 shares; 2026Q2: 38,527 shares 38,527 $13.6M 3.75% -1,200 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,181 shares; 2024Q4: 28,810 shares; 2025Q1: 29,321 shares; 2025Q2: 28,914 shares; 2025Q3: 28,620 shares; 2025Q4: 28,310 shares; 2026Q1: 27,946 shares; 2026Q2: 27,896 shares 27,896 $10.4M 2.86% -50 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,014 shares; 2024Q4: 58,819 shares; 2025Q1: 58,653 shares; 2025Q2: 58,109 shares; 2025Q3: 57,317 shares; 2025Q4: 56,859 shares; 2026Q1: 55,937 shares; 2026Q2: 55,840 shares 55,840 $10.3M 2.84% -97 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,260 shares; 2024Q4: 21,110 shares; 2025Q1: 20,951 shares; 2025Q2: 20,726 shares; 2025Q3: 20,361 shares; 2025Q4: 20,261 shares; 2026Q1: 19,956 shares; 2026Q2: 19,931 shares 19,931 $9.9M 2.72% -25 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,301 shares; 2024Q4: 58,324 shares; 2025Q1: 58,254 shares; 2025Q2: 57,612 shares; 2025Q3: 56,378 shares; 2025Q4: 55,730 shares; 2026Q1: 55,034 shares; 2026Q2: 55,037 shares 55,037 $8.52M 2.34% +3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,480 shares; 2024Q4: 66,991 shares; 2025Q1: 66,476 shares; 2025Q2: 65,020 shares; 2025Q3: 64,130 shares; 2025Q4: 63,837 shares; 2026Q1: 61,338 shares; 2026Q2: 61,319 shares 61,319 $7.75M 2.13% -19 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,639 shares; 2024Q4: 70,405 shares; 2025Q1: 70,932 shares; 2025Q2: 70,138 shares; 2025Q3: 68,844 shares; 2025Q4: 67,149 shares; 2026Q1: 65,828 shares; 2026Q2: 65,557 shares 65,557 $7.7M 2.12% -271 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,017 shares; 2024Q4: 42,645 shares; 2025Q1: 42,544 shares; 2025Q2: 42,298 shares; 2025Q3: 41,901 shares; 2025Q4: 41,204 shares; 2026Q1: 40,456 shares; 2026Q2: 40,129 shares 40,129 $7.56M 2.08% -327 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,830 shares; 2024Q4: 69,380 shares; 2025Q1: 68,923 shares; 2025Q2: 68,248 shares; 2025Q3: 67,023 shares; 2025Q4: 66,173 shares; 2026Q1: 65,158 shares; 2026Q2: 65,133 shares 65,133 $7.38M 2.03% -25 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,624 shares; 2024Q4: 226,574 shares; 2025Q1: 225,957 shares; 2025Q2: 224,557 shares; 2025Q3: 222,286 shares; 2025Q4: 220,536 shares; 2026Q1: 214,978 shares; 2026Q2: 212,978 shares 212,978 $7.22M 1.99% -2,000 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,631 shares; 2024Q4: 5,531 shares; 2025Q1: 5,578 shares; 2025Q2: 8,069 shares; 2025Q3: 15,316 shares; 2025Q4: 15,318 shares; 2026Q1: 15,159 shares; 2026Q2: 15,160 shares 15,160 $6.3M 1.73% +1 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,086 shares; 2024Q4: 38,939 shares; 2025Q1: 38,873 shares; 2025Q2: 38,527 shares; 2025Q3: 38,477 shares; 2025Q4: 38,103 shares; 2026Q1: 37,403 shares; 2026Q2: 37,106 shares 37,106 $6.05M 1.66% -297 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,909 shares; 2024Q4: 9,854 shares; 2025Q1: 9,854 shares; 2025Q2: 9,854 shares; 2025Q3: 9,729 shares; 2025Q4: 9,649 shares; 2026Q1: 9,491 shares; 2026Q2: 9,491 shares 9,491 $5.92M 1.63% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,189 shares; 2024Q4: 46,085 shares; 2025Q1: 49,724 shares; 2025Q2: 49,145 shares; 2025Q3: 48,553 shares; 2025Q4: 48,420 shares; 2026Q1: 48,278 shares; 2026Q2: 48,258 shares 48,258 $5.49M 1.51% -20 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,802 shares; 2024Q4: 49,175 shares; 2025Q1: 49,128 shares; 2025Q2: 47,357 shares; 2025Q3: 47,313 shares; 2025Q4: 46,818 shares; 2026Q1: 46,104 shares; 2026Q2: 45,895 shares 45,895 $5.2M 1.43% -209 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,793 shares; 2025Q2: 10,658 shares; 2025Q3: 10,593 shares; 2025Q4: 10,538 shares; 2026Q1: 10,378 shares; 2026Q2: 10,378 shares 10,378 $5.19M 1.43% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,296 shares; 2026Q2: 27,221 shares 27,221 $5.16M 1.42% -75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,782 shares; 2024Q4: 18,584 shares; 2025Q1: 18,549 shares; 2025Q2: 18,201 shares; 2025Q3: 18,158 shares; 2025Q4: 17,905 shares; 2026Q1: 17,731 shares; 2026Q2: 17,733 shares 17,733 $4.99M 1.37% +2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,365 shares; 2024Q4: 13,217 shares; 2025Q1: 13,219 shares; 2025Q2: 13,120 shares; 2025Q3: 13,032 shares; 2025Q4: 12,944 shares; 2026Q1: 12,884 shares; 2026Q2: 12,935 shares 12,935 $4.68M 1.29% +51 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,925 shares; 2024Q4: 22,925 shares; 2025Q1: 22,850 shares; 2025Q2: 22,850 shares; 2025Q3: 22,850 shares; 2025Q4: 29,040 shares; 2026Q1: 61,436 shares; 2026Q2: 61,636 shares 61,636 $4.51M 1.24% +200 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 168,905 shares; 2025Q1: 167,780 shares; 2025Q2: 165,880 shares; 2025Q3: 164,510 shares; 2025Q4: 163,310 shares; 2026Q1: 160,910 shares; 2026Q2: 160,910 shares 160,910 $4.42M 1.22% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,588 shares; 2024Q4: 27,088 shares; 2025Q1: 26,598 shares; 2025Q2: 26,098 shares; 2025Q3: 25,900 shares; 2025Q4: 25,650 shares; 2026Q1: 24,933 shares; 2026Q2: 24,933 shares 24,933 $4.24M 1.17% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,059 shares; 2024Q4: 32,713 shares; 2025Q1: 31,721 shares; 2025Q2: 31,188 shares; 2025Q3: 29,812 shares; 2025Q4: 29,212 shares; 2026Q1: 29,002 shares; 2026Q2: 28,942 shares 28,942 $4.04M 1.11% -60 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,327 shares; 2024Q4: 10,592 shares; 2025Q1: 21,306 shares; 2025Q2: 19,192 shares; 2025Q3: 19,092 shares; 2025Q4: 21,692 shares; 2026Q1: 21,813 shares; 2026Q2: 20,113 shares 20,113 $4.02M 1.11% -1,700 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,845 shares; 2024Q4: 15,748 shares; 2025Q1: 15,702 shares; 2025Q2: 15,706 shares; 2025Q3: 15,659 shares; 2025Q4: 15,561 shares; 2026Q1: 15,498 shares; 2026Q2: 15,376 shares 15,376 $3.87M 1.06% -122 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,164 shares; 2024Q4: 14,065 shares; 2025Q1: 14,563 shares; 2025Q2: 14,531 shares; 2025Q3: 14,435 shares; 2025Q4: 14,287 shares; 2026Q1: 14,128 shares; 2026Q2: 13,954 shares 13,954 $3.54M 0.97% -174 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,190 shares 49,190 $3.53M 0.97% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,079 shares; 2024Q4: 14,206 shares; 2025Q1: 15,066 shares; 2025Q2: 13,956 shares; 2025Q3: 16,052 shares; 2025Q4: 18,531 shares; 2026Q1: 17,837 shares; 2026Q2: 17,107 shares 17,107 $3.38M 0.93% -730 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,175 shares; 2026Q1: 37,200 shares; 2026Q2: 36,180 shares 36,180 $3.29M 0.9% -1,020 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,799 shares; 2024Q4: 26,600 shares; 2025Q1: 26,898 shares; 2025Q2: 26,333 shares; 2025Q3: 25,930 shares; 2025Q4: 25,632 shares; 2026Q1: 25,324 shares; 2026Q2: 25,475 shares 25,475 $3.27M 0.9% +151 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,223 shares; 2024Q4: 42,323 shares; 2025Q1: 42,178 shares; 2025Q2: 40,903 shares; 2025Q3: 40,028 shares; 2025Q4: 39,628 shares; 2026Q1: 38,728 shares; 2026Q2: 38,728 shares 38,728 $3.16M 0.87% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,449 shares; 2024Q4: 6,199 shares; 2025Q1: 11,340 shares; 2025Q2: 14,696 shares; 2025Q3: 14,612 shares; 2025Q4: 15,362 shares; 2026Q1: 15,295 shares; 2026Q2: 15,350 shares 15,350 $3.15M 0.87% +55 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,449 shares; 2024Q4: 10,350 shares; 2025Q1: 10,352 shares; 2025Q2: 9,853 shares; 2025Q3: 9,279 shares; 2025Q4: 9,280 shares; 2026Q1: 8,692 shares; 2026Q2: 7,832 shares 7,832 $3.11M 0.86% -860 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,865 shares; 2024Q4: 62,531 shares; 2025Q1: 62,259 shares; 2025Q2: 61,867 shares; 2025Q3: 61,220 shares; 2025Q4: 60,823 shares; 2026Q1: 59,334 shares; 2026Q2: 59,214 shares 59,214 $3.1M 0.85% -120 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,861 shares; 2024Q4: 307,420 shares; 2025Q1: 307,420 shares; 2025Q2: 305,420 shares; 2025Q3: 305,471 shares; 2025Q4: 301,630 shares; 2026Q1: 293,807 shares; 2026Q2: 293,869 shares 293,869 $3.08M 0.85% +62 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,249 shares; 2024Q4: 53,104 shares; 2025Q1: 52,933 shares; 2025Q2: 52,846 shares; 2025Q3: 53,878 shares; 2025Q4: 53,282 shares; 2026Q1: 52,522 shares; 2026Q2: 52,522 shares 52,522 $3.03M 0.83% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,939 shares; 2024Q4: 23,739 shares; 2025Q1: 23,539 shares; 2025Q2: 23,424 shares; 2025Q3: 23,424 shares; 2025Q4: 23,424 shares; 2026Q1: 23,024 shares; 2026Q2: 23,024 shares 23,024 $3.03M 0.83% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 977 shares; 2026Q1: 981 shares; 2026Q2: 9,810 shares 9,810 $2.96M 0.81% +8,829 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,239 shares; 2024Q4: 9,822 shares; 2025Q1: 10,445 shares; 2025Q2: 9,610 shares; 2025Q3: 11,998 shares; 2025Q4: 14,393 shares; 2026Q1: 13,488 shares; 2026Q2: 13,484 shares 13,484 $2.94M 0.81% -4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,433 shares; 2024Q4: 9,292 shares; 2025Q1: 9,139 shares; 2025Q2: 9,131 shares; 2025Q3: 9,132 shares; 2025Q4: 9,032 shares; 2026Q1: 9,032 shares; 2026Q2: 9,033 shares 9,033 $2.84M 0.78% +1 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,206 shares; 2024Q4: 43,856 shares; 2025Q1: 43,739 shares; 2025Q2: 43,239 shares; 2025Q3: 43,039 shares; 2025Q4: 42,039 shares; 2026Q1: 40,839 shares; 2026Q2: 39,339 shares 39,339 $2.79M 0.77% -1,500 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,559 shares; 2024Q4: 7,960 shares; 2025Q1: 8,534 shares; 2025Q2: 7,742 shares; 2025Q3: 9,846 shares; 2025Q4: 12,042 shares; 2026Q1: 11,482 shares; 2026Q2: 11,485 shares 11,485 $2.72M 0.75% +3 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,354 shares; 2024Q4: 14,204 shares; 2025Q1: 15,307 shares; 2025Q2: 14,339 shares; 2025Q3: 15,033 shares; 2025Q4: 18,267 shares; 2026Q1: 17,484 shares; 2026Q2: 16,824 shares 16,824 $2.66M 0.73% -660 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,461 shares; 2024Q4: 9,488 shares; 2025Q1: 9,488 shares; 2025Q2: 9,385 shares; 2025Q3: 9,385 shares; 2025Q4: 9,385 shares; 2026Q1: 9,274 shares; 2026Q2: 9,244 shares 9,244 $2.55M 0.7% -30 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,060 shares; 2024Q4: 4,043 shares; 2025Q1: 4,031 shares; 2025Q2: 4,027 shares; 2025Q3: 4,027 shares; 2025Q4: 3,962 shares; 2026Q1: 3,822 shares; 2026Q2: 3,819 shares 3,819 $2.55M 0.7% -3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,385 shares; 2024Q4: 11,303 shares; 2025Q1: 11,723 shares; 2025Q2: 11,725 shares; 2025Q3: 11,576 shares; 2025Q4: 11,577 shares; 2026Q1: 11,304 shares; 2026Q2: 11,305 shares 11,305 $2.49M 0.69% +1 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,802 shares; 2024Q4: 80,656 shares; 2025Q1: 80,116 shares; 2025Q2: 80,002 shares; 2025Q3: 77,553 shares; 2025Q4: 76,732 shares; 2026Q1: 75,728 shares; 2026Q2: 74,493 shares 74,493 $2.48M 0.68% -1,235 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,069 shares; 2024Q4: 8,971 shares; 2025Q1: 8,972 shares; 2025Q2: 8,924 shares; 2025Q3: 8,926 shares; 2025Q4: 8,927 shares; 2026Q1: 8,929 shares; 2026Q2: 8,906 shares 8,906 $2.41M 0.66% -23 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,350 shares 17,350 $2.39M 0.66% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,115 shares; 2024Q4: 5,247 shares; 2025Q1: 5,751 shares; 2025Q2: 5,192 shares; 2025Q3: 6,863 shares; 2025Q4: 8,427 shares; 2026Q1: 7,940 shares; 2026Q2: 7,797 shares 7,797 $2.33M 0.64% -143 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,462 shares; 2024Q4: 54,862 shares; 2025Q1: 54,809 shares; 2025Q2: 53,979 shares; 2025Q3: 53,134 shares; 2025Q4: 55,236 shares; 2026Q1: 53,435 shares; 2026Q2: 53,282 shares 53,282 $2.3M 0.63% -153 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,367 shares; 2024Q4: 7,872 shares; 2025Q1: 7,922 shares; 2025Q2: 7,922 shares; 2025Q3: 7,722 shares; 2025Q4: 7,122 shares; 2026Q1: 7,143 shares; 2026Q2: 7,181 shares 7,181 $2.14M 0.59% +38 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,388 shares; 2024Q4: 13,288 shares; 2025Q1: 13,352 shares; 2025Q2: 13,328 shares; 2025Q3: 13,328 shares; 2025Q4: 13,328 shares; 2026Q1: 13,334 shares; 2026Q2: 13,284 shares 13,284 $2.08M 0.57% -50 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,400 shares; 2024Q4: 14,302 shares; 2025Q1: 14,554 shares; 2025Q2: 14,488 shares; 2025Q3: 14,465 shares; 2025Q4: 14,442 shares; 2026Q1: 14,394 shares; 2026Q2: 14,286 shares 14,286 $2.04M 0.56% -108 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,675 shares; 2026Q1: 8,780 shares; 2026Q2: 8,780 shares 8,780 $2.02M 0.56% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,929 shares; 2024Q4: 24,739 shares; 2025Q1: 24,639 shares; 2025Q2: 24,577 shares; 2025Q3: 24,582 shares; 2025Q4: 24,592 shares; 2026Q1: 24,602 shares; 2026Q2: 24,422 shares 24,422 $1.98M 0.55% -180 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,403 shares; 2024Q4: 14,203 shares; 2025Q1: 14,553 shares; 2025Q2: 13,753 shares; 2025Q3: 13,753 shares; 2025Q4: 12,963 shares; 2026Q1: 12,963 shares; 2026Q2: 12,963 shares 12,963 $1.9M 0.52% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,493 shares; 2024Q4: 19,469 shares; 2025Q1: 19,217 shares; 2025Q2: 18,719 shares; 2025Q3: 18,420 shares; 2025Q4: 18,422 shares; 2026Q1: 17,947 shares; 2026Q2: 17,948 shares 17,948 $1.83M 0.5% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,942 shares; 2024Q4: 12,945 shares; 2025Q1: 13,031 shares; 2025Q2: 13,001 shares; 2025Q3: 12,929 shares; 2025Q4: 12,932 shares; 2026Q1: 12,934 shares; 2026Q2: 12,887 shares 12,887 $1.76M 0.48% -47 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,931 shares; 2024Q4: 12,831 shares; 2025Q1: 13,031 shares; 2025Q2: 12,998 shares; 2025Q3: 12,936 shares; 2025Q4: 12,886 shares; 2026Q1: 12,915 shares; 2026Q2: 12,915 shares 12,915 $1.75M 0.48% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,645 shares; 2024Q4: 22,625 shares; 2025Q1: 22,450 shares; 2025Q2: 22,330 shares; 2025Q3: 22,095 shares; 2025Q4: 21,870 shares; 2026Q1: 21,545 shares; 2026Q2: 21,130 shares 21,130 $1.68M 0.46% -415 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,463 shares; 2024Q4: 32,165 shares; 2025Q1: 32,068 shares; 2025Q2: 32,071 shares; 2025Q3: 32,074 shares; 2025Q4: 32,077 shares; 2026Q1: 31,481 shares; 2026Q2: 31,486 shares 31,486 $1.66M 0.46% +5 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $1.5M 0.41% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,073 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,066 shares; 2025Q4: 21,170 shares; 2026Q1: 21,355 shares; 2026Q2: 20,855 shares 20,855 $1.49M 0.41% -500 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,880 shares; 2024Q4: 16,781 shares; 2025Q1: 16,683 shares; 2025Q2: 16,584 shares; 2025Q3: 16,585 shares; 2025Q4: 16,487 shares; 2026Q1: 16,373 shares; 2026Q2: 16,376 shares 16,376 $1.49M 0.41% +3 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,280 shares; 2024Q4: 5,280 shares; 2025Q1: 5,560 shares; 2025Q2: 5,824 shares; 2025Q3: 5,805 shares; 2025Q4: 5,821 shares; 2026Q1: 6,005 shares; 2026Q2: 6,005 shares 6,005 $1.43M 0.39% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,112 shares; 2024Q4: 17,942 shares; 2025Q1: 17,747 shares; 2025Q2: 17,717 shares; 2025Q3: 17,722 shares; 2025Q4: 17,726 shares; 2026Q1: 17,730 shares; 2026Q2: 17,735 shares 17,735 $1.39M 0.38% +5 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $1.35M 0.37% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,935 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 1,980 shares; 2025Q4: 1,845 shares; 2026Q1: 1,818 shares; 2026Q2: 1,808 shares 1,808 $1.31M 0.36% -10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 2,602 shares; 2025Q1: 2,882 shares; 2025Q2: 2,872 shares; 2025Q3: 2,753 shares; 2025Q4: 2,757 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $1.21M 0.33% 0 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $1.19M 0.33% new VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,076 shares; 2025Q3: 2,178 shares; 2025Q4: 2,089 shares; 2026Q1: 2,038 shares; 2026Q2: 12,251 shares 12,251 $1.06M 0.29% +10,213 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares; 2025Q4: 3,193 shares; 2026Q1: 3,143 shares; 2026Q2: 3,143 shares 3,143 $1.03M 0.28% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,933 shares; 2024Q4: 8,934 shares; 2025Q1: 8,935 shares; 2025Q2: 8,937 shares; 2025Q3: 8,938 shares; 2025Q4: 8,939 shares; 2026Q1: 8,940 shares; 2026Q2: 8,741 shares 8,741 $977K 0.27% -199 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,654 shares; 2024Q4: 9,271 shares; 2025Q1: 9,274 shares; 2025Q2: 8,882 shares; 2025Q3: 7,803 shares; 2025Q4: 11,533 shares; 2026Q1: 11,433 shares; 2026Q2: 11,008 shares 11,008 $922K 0.25% -425 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,331 shares; 2024Q4: 18,184 shares; 2025Q1: 18,187 shares; 2025Q2: 18,140 shares; 2025Q3: 18,143 shares; 2025Q4: 17,996 shares; 2026Q1: 17,999 shares; 2026Q2: 18,003 shares 18,003 $910K 0.25% +4 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,555 shares; 2024Q4: 11,472 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares; 2025Q4: 11,158 shares; 2026Q1: 11,158 shares; 2026Q2: 10,844 shares 10,844 $896K 0.25% -314 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,877 shares; 2026Q1: 1,477 shares; 2026Q2: 1,367 shares 1,367 $876K 0.24% -110 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,642 shares; 2024Q4: 17,642 shares; 2025Q1: 17,642 shares; 2025Q2: 17,642 shares; 2025Q3: 17,642 shares; 2025Q4: 16,244 shares; 2026Q1: 16,364 shares; 2026Q2: 15,364 shares 15,364 $875K 0.24% -1,000 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 2,056 shares; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,998 shares; 2026Q1: 1,975 shares; 2026Q2: 1,925 shares 1,925 $831K 0.23% -50 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 611 shares; 2026Q2: 686 shares 686 $823K 0.23% +75 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,870 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,845 shares; 2025Q3: 6,820 shares; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares; 2026Q2: 6,705 shares 6,705 $811K 0.22% -15 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,024 shares; 2024Q4: 8,024 shares; 2025Q1: 8,024 shares; 2025Q2: 8,024 shares; 2025Q3: 8,024 shares; 2025Q4: 8,024 shares; 2026Q1: 8,024 shares; 2026Q2: 8,024 shares 8,024 $774K 0.21% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,798 shares; 2024Q4: 4,648 shares; 2025Q1: 4,743 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,643 shares; 2026Q1: 4,643 shares; 2026Q2: 4,643 shares 4,643 $752K 0.21% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626 shares 626 $723K 0.2% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,732 shares; 2025Q2: 30,582 shares; 2025Q3: 30,407 shares; 2025Q4: 25,467 shares; 2026Q1: 25,367 shares; 2026Q2: 24,742 shares 24,742 $716K 0.2% -625 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares; 2026Q2: 6,650 shares 6,650 $715K 0.2% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 565 shares; 2025Q1: 1,009 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 980 shares; 2026Q1: 959 shares; 2026Q2: 959 shares 959 $706K 0.19% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 730 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 746 shares; 2026Q2: 746 shares 746 $698K 0.19% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 748 shares; 2025Q1: 961 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 926 shares; 2026Q1: 901 shares; 2026Q2: 901 shares 901 $673K 0.19% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,572 shares; 2024Q4: 293,412 shares; 2025Q1: 293,646 shares; 2025Q2: 293,646 shares; 2025Q3: 292,841 shares; 2025Q4: 287,509 shares; 2026Q1: 277,234 shares; 2026Q2: 277,234 shares 277,234 $624K 0.17% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,164 shares; 2026Q2: 5,164 shares 5,164 $602K 0.17% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $586K 0.16% 0 Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,210 shares; 2024Q4: 20,210 shares; 2025Q1: 20,210 shares; 2025Q2: 20,210 shares; 2025Q3: 20,210 shares; 2025Q4: 20,210 shares; 2026Q1: 20,210 shares; 2026Q2: 20,210 shares 20,210 $571K 0.16% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 2,325 shares; 2026Q1: 2,300 shares; 2026Q2: 2,260 shares 2,260 $549K 0.15% -40 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,387 shares; 2026Q2: 1,413 shares 1,413 $534K 0.15% +26 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,345 shares 1,345 $492K 0.14% -60 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 5,271 shares; 2025Q1: 5,271 shares; 2025Q2: 5,271 shares; 2025Q3: 5,271 shares; 2025Q4: 5,271 shares; 2026Q1: 5,271 shares; 2026Q2: 5,271 shares 5,271 $433K 0.12% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,752 shares; 2024Q4: 70,552 shares; 2025Q1: 66,252 shares; 2025Q2: 64,557 shares; 2025Q3: 63,128 shares; 2025Q4: 57,628 shares; 2026Q1: 52,128 shares; 2026Q2: 46,428 shares 46,428 $433K 0.12% -5,700 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,257 shares; 2026Q2: 1,257 shares 1,257 $431K 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $417K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $413K 0.11% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $412K 0.11% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $412K 0.11% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares; 2025Q2: 4,910 shares; 2025Q3: 4,910 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares; 2026Q2: 4,410 shares 4,410 $409K 0.11% -500 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,633 shares; 2024Q4: 11,433 shares; 2025Q1: 11,433 shares; 2025Q2: 11,367 shares; 2025Q3: 11,367 shares; 2025Q4: 11,267 shares; 2026Q1: 11,200 shares; 2026Q2: 11,200 shares 11,200 $407K 0.11% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 11,400 shares 11,400 $397K 0.11% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $394K 0.11% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 5,475 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 5,025 shares 5,025 $390K 0.11% +50 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $380K 0.1% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares; 2026Q1: 1,424 shares; 2026Q2: 1,314 shares 1,314 $375K 0.1% -110 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,185 shares; 2024Q4: 23,785 shares; 2025Q1: 23,785 shares; 2025Q2: 23,785 shares; 2025Q3: 23,285 shares; 2025Q4: 21,240 shares; 2026Q1: 20,465 shares; 2026Q2: 19,765 shares 19,765 $367K 0.1% -700 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $358K 0.1% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $358K 0.1% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,682 shares; 2026Q1: 13,682 shares; 2026Q2: 12,282 shares 12,282 $356K 0.1% -1,400 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $346K 0.1% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,042 shares; 2026Q1: 2,042 shares; 2026Q2: 2,042 shares 2,042 $338K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares; 2026Q2: 2,834 shares 2,834 $332K 0.09% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $331K 0.09% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,968 shares; 2026Q1: 7,968 shares; 2026Q2: 7,968 shares 7,968 $329K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,966 shares; 2024Q4: 15,502 shares; 2025Q1: 15,799 shares; 2025Q2: 15,735 shares; 2025Q3: 15,113 shares; 2025Q4: 13,922 shares; 2026Q1: 13,930 shares; 2026Q2: 13,414 shares 13,414 $323K 0.09% -516 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 654 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $317K 0.09% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $308K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,802 shares; 2026Q2: 1,802 shares 1,802 $299K 0.08% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 993 shares 993 $296K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares 2,812 $292K 0.08% 0 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: 3,259 shares; 2025Q1: 3,259 shares; 2025Q2: 3,259 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares; 2026Q2: 3,084 shares 3,084 $279K 0.08% -175 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,803 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,847 shares 1,847 $271K 0.07% +100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $270K 0.07% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $270K 0.07% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $268K 0.07% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $267K 0.07% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares 222 $252K 0.07% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,700 shares; 2024Q4: 19,100 shares; 2025Q1: 19,100 shares; 2025Q2: 19,100 shares; 2025Q3: 19,100 shares; 2025Q4: 19,100 shares; 2026Q1: 17,900 shares; 2026Q2: 17,900 shares 17,900 $238K 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,098 shares; 2026Q1: 3,598 shares; 2026Q2: 3,098 shares 3,098 $235K 0.06% -500 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 488 shares 488 $233K 0.06% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,128 shares; 2026Q2: 4,128 shares 4,128 $233K 0.06% -1,000 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241 $229K 0.06% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 425 shares 425 $227K 0.06% -100 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 12,178 shares; 2025Q1: 12,011 shares; 2025Q2: 11,514 shares; 2025Q3: 11,514 shares; 2025Q4: 11,254 shares; 2026Q1: 10,954 shares; 2026Q2: 10,754 shares 10,754 $223K 0.06% -200 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,330 shares; 2026Q1: not reported; 2026Q2: 8,030 shares 8,030 $222K 0.06% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,959 shares; 2024Q4: not reported; 2025Q1: 5,209 shares; 2025Q2: 5,209 shares; 2025Q3: 5,209 shares; 2025Q4: 5,209 shares; 2026Q1: 5,209 shares; 2026Q2: 5,209 shares 5,209 $221K 0.06% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,260 shares 4,260 $219K 0.06% new Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,385 shares; 2024Q4: 39,185 shares; 2025Q1: 39,185 shares; 2025Q2: 39,185 shares; 2025Q3: 39,185 shares; 2025Q4: 37,610 shares; 2026Q1: 37,210 shares; 2026Q2: 36,060 shares 36,060 $206K 0.06% -1,150 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $205K 0.06% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $204K 0.06% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,625 shares; 2026Q1: not reported; 2026Q2: 2,625 shares 2,625 $202K 0.06% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $201K 0.06% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,833 shares; 2024Q4: 16,095 shares; 2025Q1: 14,995 shares; 2025Q2: 14,956 shares; 2025Q3: 14,409 shares; 2025Q4: 11,361 shares; 2026Q1: 10,891 shares; 2026Q2: 10,397 shares 10,397 $184K 0.05% -494 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $7.5K <0.01% 0 Timeline