GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,700 shares; 2024Q4: 72,288 shares; 2025Q1: 71,813 shares; 2025Q2: 69,603 shares; 2025Q3: 69,123 shares; 2025Q4: 63,568 shares; 2026Q1: 62,264 shares; 2026Q2: 60,347 shares 60,347 $21.6M 5.27% -1,917 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,028 shares; 2024Q4: 78,065 shares; 2025Q1: 77,129 shares; 2025Q2: 75,451 shares; 2025Q3: 75,199 shares; 2025Q4: 70,550 shares; 2026Q1: 71,299 shares; 2026Q2: 70,984 shares 70,984 $20.5M 5.02% -315 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,080 shares; 2024Q4: 16,066 shares; 2025Q1: 39,223 shares; 2025Q2: 38,645 shares; 2025Q3: 38,456 shares; 2025Q4: 37,043 shares; 2026Q1: 36,128 shares; 2026Q2: 35,322 shares 35,322 $20.5M 5.01% -806 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: 30,866 shares; 2024Q4: 30,690 shares; 2025Q1: 30,714 shares; 2025Q2: 29,741 shares; 2025Q3: 29,690 shares; 2025Q4: 28,273 shares; 2026Q1: 27,882 shares; 2026Q2: 27,270 shares 27,270 $19.7M 4.81% -612 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: 94,499 shares; 2024Q4: 94,791 shares; 2025Q1: 97,617 shares; 2025Q2: 96,599 shares; 2025Q3: 96,550 shares; 2025Q4: 86,693 shares; 2026Q1: 85,061 shares; 2026Q2: 83,873 shares 83,873 $16.8M 4.1% -1,188 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: 43,325 shares; 2024Q4: 43,024 shares; 2025Q1: 42,660 shares; 2025Q2: 41,318 shares; 2025Q3: 41,063 shares; 2025Q4: 37,907 shares; 2026Q1: 39,616 shares; 2026Q2: 39,256 shares 39,256 $14.8M 3.62% -360 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: 38,497 shares; 2024Q4: 38,221 shares; 2025Q1: 37,998 shares; 2025Q2: 37,170 shares; 2025Q3: 37,088 shares; 2025Q4: 34,694 shares; 2026Q1: 34,242 shares; 2026Q2: 34,036 shares 34,036 $12.7M 3.1% -206 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: 4,457 shares; 2024Q4: 4,445 shares; 2025Q1: 4,430 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 4,227 shares; 2026Q1: 4,203 shares; 2026Q2: 42,000 shares 42,000 $12.7M 3.09% +37,797 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: 89,508 shares; 2024Q4: 89,046 shares; 2025Q1: 92,182 shares; 2025Q2: 90,080 shares; 2025Q3: 89,409 shares; 2025Q4: 85,288 shares; 2026Q1: 81,834 shares; 2026Q2: 78,565 shares 78,565 $9.23M 2.25% -3,269 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: 42,932 shares; 2024Q4: 42,512 shares; 2025Q1: 42,337 shares; 2025Q2: 41,346 shares; 2025Q3: 41,190 shares; 2025Q4: 38,393 shares; 2026Q1: 37,015 shares; 2026Q2: 35,764 shares 35,764 $8.52M 2.08% -1,251 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: 7,104 shares; 2025Q2: 7,092 shares; 2025Q3: 7,092 shares; 2025Q4: 6,830 shares; 2026Q1: 7,030 shares; 2026Q2: 7,024 shares 7,024 $8.11M 1.98% -6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 9,123 shares; 2025Q1: 13,640 shares; 2025Q2: 12,669 shares; 2025Q3: 12,669 shares; 2025Q4: 11,760 shares; 2026Q1: 11,848 shares; 2026Q2: 11,810 shares 11,810 $7.54M 1.84% -38 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,698 shares; 2025Q3: 37,748 shares; 2025Q4: 36,541 shares; 2026Q1: 35,889 shares; 2026Q2: 34,461 shares 34,461 $6.08M 1.48% -1,428 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,394 shares; 2025Q1: 14,313 shares; 2025Q2: 14,283 shares; 2025Q3: 14,283 shares; 2025Q4: 13,638 shares; 2026Q1: 13,541 shares; 2026Q2: 13,737 shares 13,737 $5.95M 1.45% +196 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: 21,293 shares; 2024Q4: 21,251 shares; 2025Q1: 22,397 shares; 2025Q2: 21,821 shares; 2025Q3: 21,720 shares; 2025Q4: 20,664 shares; 2026Q1: 19,831 shares; 2026Q2: 19,058 shares 19,058 $5.68M 1.39% -773 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: 60,969 shares; 2024Q4: 60,280 shares; 2025Q1: 59,997 shares; 2025Q2: 57,370 shares; 2025Q3: 56,745 shares; 2025Q4: 54,069 shares; 2026Q1: 51,918 shares; 2026Q2: 49,874 shares 49,874 $5.65M 1.38% -2,044 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: 10,597 shares; 2024Q4: 10,719 shares; 2025Q1: 10,668 shares; 2025Q2: 10,465 shares; 2025Q3: 10,387 shares; 2025Q4: 10,068 shares; 2026Q1: 9,798 shares; 2026Q2: 9,516 shares 9,516 $5.36M 1.31% -282 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: 18,214 shares; 2024Q4: 18,019 shares; 2025Q1: 14,622 shares; 2025Q2: 14,287 shares; 2025Q3: 14,065 shares; 2025Q4: 13,305 shares; 2026Q1: 12,597 shares; 2026Q2: 12,279 shares 12,279 $5.16M 1.26% -318 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,291 shares; 2024Q4: 7,328 shares; 2025Q1: 7,196 shares; 2025Q2: 7,131 shares; 2025Q3: 7,117 shares; 2025Q4: 6,635 shares; 2026Q1: 6,692 shares; 2026Q2: 6,698 shares 6,698 $5.11M 1.25% +6 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: 14,022 shares; 2024Q4: 13,980 shares; 2025Q1: 14,118 shares; 2025Q2: 13,793 shares; 2025Q3: 13,654 shares; 2025Q4: 13,056 shares; 2026Q1: 12,327 shares; 2026Q2: 11,876 shares 11,876 $4.72M 1.15% -451 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: 6,146 shares; 2024Q4: 6,757 shares; 2025Q1: 6,940 shares; 2025Q2: 6,882 shares; 2025Q3: 6,673 shares; 2025Q4: 9,121 shares; 2026Q1: 9,540 shares; 2026Q2: 9,689 shares 9,689 $4.63M 1.13% +149 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,643 shares; 2025Q1: 5,648 shares; 2025Q2: 5,499 shares; 2025Q3: 5,482 shares; 2025Q4: 5,009 shares; 2026Q1: 4,782 shares; 2026Q2: 4,627 shares 4,627 $4.45M 1.09% -155 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,997 shares; 2025Q3: 48,829 shares; 2025Q4: 50,448 shares; 2026Q1: 47,159 shares; 2026Q2: 49,264 shares 49,264 $4.32M 1.06% +2,105 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,637 shares; 2025Q3: 36,573 shares; 2025Q4: 35,288 shares; 2026Q1: 34,936 shares; 2026Q2: 33,577 shares 33,577 $4.14M 1.01% -1,359 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: 30,763 shares; 2024Q4: 30,551 shares; 2025Q1: 30,560 shares; 2025Q2: 29,566 shares; 2025Q3: 29,448 shares; 2025Q4: 26,877 shares; 2026Q1: 25,906 shares; 2026Q2: 28,181 shares 28,181 $4.13M 1.01% +2,275 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,853 shares; 2025Q1: 1,942 shares; 2025Q2: 1,911 shares; 2025Q3: 1,827 shares; 2025Q4: 2,012 shares; 2026Q1: 8,479 shares; 2026Q2: 8,394 shares 8,394 $4.12M 1.01% -85 Timeline VOO 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: 2,126 shares; 2024Q4: 2,018 shares; 2025Q1: 1,990 shares; 2025Q2: 2,025 shares; 2025Q3: 2,043 shares; 2025Q4: 2,036 shares; 2026Q1: 2,813 shares; 2026Q2: 5,835 shares 5,835 $4.01M 0.98% +3,022 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,828 shares; 2024Q4: 10,813 shares; 2025Q1: 11,002 shares; 2025Q2: 10,502 shares; 2025Q3: 10,597 shares; 2025Q4: 11,227 shares; 2026Q1: 10,998 shares; 2026Q2: 11,055 shares 11,055 $3.77M 0.92% +57 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,494 shares; 2024Q4: 36,322 shares; 2025Q1: 36,334 shares; 2025Q2: 35,579 shares; 2025Q3: 35,061 shares; 2025Q4: 34,134 shares; 2026Q1: 33,002 shares; 2026Q2: 31,385 shares 31,385 $3.69M 0.9% -1,617 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: 16,331 shares; 2024Q4: 16,301 shares; 2025Q1: 16,587 shares; 2025Q2: 16,182 shares; 2025Q3: 16,000 shares; 2025Q4: 15,572 shares; 2026Q1: 14,979 shares; 2026Q2: 14,639 shares 14,639 $3.68M 0.9% -340 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,107 shares; 2024Q4: 4,077 shares; 2025Q1: 4,095 shares; 2025Q2: 3,979 shares; 2025Q3: 3,936 shares; 2025Q4: 3,811 shares; 2026Q1: 3,644 shares; 2026Q2: 3,525 shares 3,525 $3.45M 0.84% -119 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: 3,179 shares; 2024Q4: 3,192 shares; 2025Q1: 3,208 shares; 2025Q2: 3,095 shares; 2025Q3: 3,052 shares; 2025Q4: 2,999 shares; 2026Q1: 2,926 shares; 2026Q2: 2,835 shares 2,835 $3.4M 0.83% -91 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,727 shares; 2024Q4: 4,725 shares; 2025Q1: 13,362 shares; 2025Q2: 13,108 shares; 2025Q3: 13,020 shares; 2025Q4: 12,725 shares; 2026Q1: 12,322 shares; 2026Q2: 11,982 shares 11,982 $3.34M 0.82% -340 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,405 shares; 2024Q4: 10,344 shares; 2025Q1: 10,406 shares; 2025Q2: 10,143 shares; 2025Q3: 10,102 shares; 2025Q4: 9,794 shares; 2026Q1: 9,383 shares; 2026Q2: 9,008 shares 9,008 $3.19M 0.78% -375 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: 4,720 shares; 2024Q4: 4,895 shares; 2025Q1: 4,823 shares; 2025Q2: 4,850 shares; 2025Q3: 4,546 shares; 2025Q4: 4,416 shares; 2026Q1: 10,451 shares; 2026Q2: 10,496 shares 10,496 $3.13M 0.76% +45 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,513 shares; 2025Q3: 10,456 shares; 2025Q4: 10,004 shares; 2026Q1: 9,364 shares; 2026Q2: 8,896 shares 8,896 $3.06M 0.75% -468 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,969 shares; 2024Q4: 19,883 shares; 2025Q1: 20,115 shares; 2025Q2: 19,219 shares; 2025Q3: 18,978 shares; 2025Q4: 18,419 shares; 2026Q1: 17,959 shares; 2026Q2: 17,433 shares 17,433 $2.95M 0.72% -526 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 895 shares; 2025Q1: 5,837 shares; 2025Q2: 5,670 shares; 2025Q3: 5,649 shares; 2025Q4: 5,869 shares; 2026Q1: 5,681 shares; 2026Q2: 5,655 shares 5,655 $2.93M 0.72% -26 Timeline VB 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: 7,947 shares; 2024Q4: 7,688 shares; 2025Q1: 9,757 shares; 2025Q2: 9,737 shares; 2025Q3: 9,764 shares; 2025Q4: 9,221 shares; 2026Q1: 9,436 shares; 2026Q2: 9,478 shares 9,478 $2.87M 0.7% +42 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,472 shares; 2024Q4: 18,314 shares; 2025Q1: 24,901 shares; 2025Q2: 24,514 shares; 2025Q3: 24,602 shares; 2025Q4: 29,176 shares; 2026Q1: 29,085 shares; 2026Q2: 29,713 shares 29,713 $2.87M 0.7% +628 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: 10,605 shares; 2024Q4: 11,017 shares; 2025Q1: 11,244 shares; 2025Q2: 10,989 shares; 2025Q3: 10,896 shares; 2025Q4: 10,668 shares; 2026Q1: 8,484 shares; 2026Q2: 8,214 shares 8,214 $2.82M 0.69% -270 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,043 shares; 2024Q4: 8,134 shares; 2025Q1: 8,092 shares; 2025Q2: 8,067 shares; 2025Q3: 8,047 shares; 2025Q4: 7,838 shares; 2026Q1: 7,760 shares; 2026Q2: 7,800 shares 7,800 $2.73M 0.67% +40 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: 23,239 shares; 2024Q4: 23,186 shares; 2025Q1: 23,433 shares; 2025Q2: 22,008 shares; 2025Q3: 21,831 shares; 2025Q4: 20,985 shares; 2026Q1: 20,498 shares; 2026Q2: 19,894 shares 19,894 $2.72M 0.66% -604 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: 2,153 shares; 2024Q4: 4,408 shares; 2025Q1: 8,027 shares; 2025Q2: 7,971 shares; 2025Q3: 7,970 shares; 2025Q4: 7,659 shares; 2026Q1: 7,872 shares; 2026Q2: 7,925 shares 7,925 $2.7M 0.66% +53 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,569 shares; 2024Q4: 98,983 shares; 2025Q1: 98,636 shares; 2025Q2: 96,163 shares; 2025Q3: 95,173 shares; 2025Q4: 91,886 shares; 2026Q1: 87,879 shares; 2026Q2: 84,407 shares 84,407 $2.7M 0.66% -3,472 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,235 shares; 2024Q4: 10,196 shares; 2025Q1: 10,359 shares; 2025Q2: 10,080 shares; 2025Q3: 9,957 shares; 2025Q4: 9,621 shares; 2026Q1: 9,217 shares; 2026Q2: 8,955 shares 8,955 $2.6M 0.64% -262 Timeline VO 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: 8,090 shares; 2024Q4: 7,772 shares; 2025Q1: 7,738 shares; 2025Q2: 7,608 shares; 2025Q3: 7,642 shares; 2025Q4: 7,343 shares; 2026Q1: 7,854 shares; 2026Q2: 31,894 shares 31,894 $2.57M 0.63% +24,040 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,546 shares; 2024Q4: 16,530 shares; 2025Q1: 16,447 shares; 2025Q2: 16,396 shares; 2025Q3: 16,396 shares; 2025Q4: 15,695 shares; 2026Q1: 15,744 shares; 2026Q2: 15,728 shares 15,728 $2.42M 0.59% -16 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,485 shares; 2025Q4: 6,485 shares; 2026Q1: 6,419 shares; 2026Q2: 6,363 shares 6,363 $2.25M 0.55% -56 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: 7,580 shares; 2024Q4: 7,805 shares; 2025Q1: 7,968 shares; 2025Q2: 7,798 shares; 2025Q3: 7,730 shares; 2025Q4: 7,580 shares; 2026Q1: 7,346 shares; 2026Q2: 7,049 shares 7,049 $2.22M 0.54% -297 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: not reported; 2025Q1: 4,346 shares; 2025Q2: 4,337 shares; 2025Q3: 4,358 shares; 2025Q4: 4,227 shares; 2026Q1: 4,507 shares; 2026Q2: 18,235 shares 18,235 $2.16M 0.53% +13,728 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: 1,785 shares; 2024Q4: 1,755 shares; 2025Q1: 1,659 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 6,345 shares 6,345 $2.08M 0.51% +4,985 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: 14,442 shares; 2024Q4: 14,362 shares; 2025Q1: 14,467 shares; 2025Q2: 13,791 shares; 2025Q3: 13,619 shares; 2025Q4: 13,153 shares; 2026Q1: 12,671 shares; 2026Q2: 12,480 shares 12,480 $2.07M 0.51% -191 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,633 shares; 2024Q4: 20,427 shares; 2025Q1: 2,864 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,271 shares; 2026Q1: 2,271 shares; 2026Q2: 15,067 shares 15,067 $1.83M 0.45% +12,796 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: 21,600 shares; 2024Q4: 21,600 shares; 2025Q1: 16,200 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 16,200 shares; 2026Q1: 16,200 shares; 2026Q2: 13,000 shares 13,000 $1.82M 0.44% -3,200 Timeline VGT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,998 shares 14,998 $1.79M 0.44% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,647 shares; 2024Q4: 10,636 shares; 2025Q1: 10,586 shares; 2025Q2: 12,124 shares; 2025Q3: 12,098 shares; 2025Q4: 11,675 shares; 2026Q1: 11,659 shares; 2026Q2: 11,679 shares 11,679 $1.77M 0.43% +20 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 666 shares; 2025Q1: 717 shares; 2025Q2: 707 shares; 2025Q3: 593 shares; 2025Q4: 751 shares; 2026Q1: 810 shares; 2026Q2: 854 shares 854 $1.7M 0.42% +44 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,677 shares; 2025Q2: 2,683 shares; 2025Q3: 2,892 shares; 2025Q4: 3,733 shares; 2026Q1: 4,229 shares; 2026Q2: 4,620 shares 4,620 $1.64M 0.4% +391 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: 1,055 shares; 2026Q1: 1,081 shares; 2026Q2: 1,387 shares 1,387 $1.63M 0.4% +306 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,797 shares; 2024Q4: 24,583 shares; 2025Q1: 38,133 shares; 2025Q2: 35,337 shares; 2025Q3: 35,338 shares; 2025Q4: 33,776 shares; 2026Q1: 34,895 shares; 2026Q2: 35,301 shares 35,301 $1.59M 0.39% +406 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,044 shares; 2024Q4: 11,947 shares; 2025Q1: 10,562 shares; 2025Q2: 10,518 shares; 2025Q3: 10,519 shares; 2025Q4: 11,039 shares; 2026Q1: 11,024 shares; 2026Q2: 21,578 shares 21,578 $1.58M 0.39% +10,554 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,930 shares; 2025Q1: 36,272 shares; 2025Q2: 37,714 shares; 2025Q3: 37,702 shares; 2025Q4: 36,955 shares; 2026Q1: 39,815 shares; 2026Q2: 42,112 shares 42,112 $1.56M 0.38% +2,297 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES 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: 4,595 shares 4,595 $1.55M 0.38% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 3,610 shares 3,610 $1.5M 0.37% new 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: 5,606 shares; 2024Q4: 5,606 shares; 2025Q1: 5,441 shares; 2025Q2: 5,116 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares; 2026Q1: 4,916 shares; 2026Q2: 5,045 shares 5,045 $1.28M 0.31% +129 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: 7,654 shares; 2025Q3: 7,654 shares; 2025Q4: 7,329 shares; 2026Q1: 7,265 shares; 2026Q2: 7,259 shares 7,259 $1.23M 0.3% -6 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 3,728 shares; 2025Q1: 3,824 shares; 2025Q2: 3,825 shares; 2025Q3: 3,845 shares; 2025Q4: 3,653 shares; 2026Q1: 3,712 shares; 2026Q2: 3,774 shares 3,774 $1.2M 0.29% +62 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,781 shares; 2024Q4: 8,322 shares; 2025Q1: 8,277 shares; 2025Q2: 8,271 shares; 2025Q3: 8,478 shares; 2025Q4: 8,534 shares; 2026Q1: 14,879 shares; 2026Q2: 15,548 shares 15,548 $1.19M 0.29% +669 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,884 shares; 2024Q4: 5,997 shares; 2025Q1: 7,082 shares; 2025Q2: 7,126 shares; 2025Q3: not reported; 2025Q4: 21,159 shares; 2026Q1: 22,895 shares; 2026Q2: 24,311 shares 24,311 $1.13M 0.28% +1,416 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,340 shares; 2025Q1: 2,659 shares; 2025Q2: 5,069 shares; 2025Q3: 5,370 shares; 2025Q4: 7,559 shares; 2026Q1: 8,144 shares; 2026Q2: 8,673 shares 8,673 $1.13M 0.27% +529 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 4,762 shares; 2026Q1: 4,552 shares; 2026Q2: 12,404 shares 12,404 $1.06M 0.26% +7,852 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,701 shares; 2025Q1: 1,691 shares; 2025Q2: 3,141 shares; 2025Q3: 3,158 shares; 2025Q4: 3,063 shares; 2026Q1: 3,109 shares; 2026Q2: 3,158 shares 3,158 $1.05M 0.26% +49 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,491 shares; 2024Q4: 7,464 shares; 2025Q1: 8,190 shares; 2025Q2: 8,112 shares; 2025Q3: 8,671 shares; 2025Q4: 12,661 shares; 2026Q1: 14,665 shares; 2026Q2: 21,601 shares 21,601 $1.04M 0.25% +6,936 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: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,604 shares; 2025Q4: 7,028 shares; 2026Q1: 6,889 shares; 2026Q2: 1,939 shares 1,939 $996K 0.24% -4,950 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,564 shares; 2025Q1: 8,453 shares; 2025Q2: 8,340 shares; 2025Q3: 8,687 shares; 2025Q4: 12,398 shares; 2026Q1: 13,773 shares; 2026Q2: 14,898 shares 14,898 $988K 0.24% +1,125 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 944 shares; 2025Q3: 985 shares; 2025Q4: 944 shares; 2026Q1: 924 shares; 2026Q2: 923 shares 923 $962K 0.23% -1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 1,751 shares; 2025Q3: 1,879 shares; 2025Q4: 2,744 shares; 2026Q1: 3,094 shares; 2026Q2: 3,406 shares 3,406 $957K 0.23% +312 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 3,616 shares; 2025Q1: 4,340 shares; 2025Q2: 4,469 shares; 2025Q3: 5,201 shares; 2025Q4: 8,699 shares; 2026Q1: 9,207 shares; 2026Q2: 9,937 shares 9,937 $943K 0.23% +730 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 4,153 shares; 2026Q1: 3,962 shares; 2026Q2: 3,757 shares 3,757 $933K 0.23% -205 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,619 shares; 2025Q3: 3,649 shares; 2025Q4: 3,521 shares; 2026Q1: 3,795 shares; 2026Q2: 3,862 shares 3,862 $911K 0.22% +67 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 15,740 shares; 2025Q4: 16,372 shares; 2026Q1: 16,916 shares; 2026Q2: 17,496 shares 17,496 $906K 0.22% +580 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 684 shares; 2025Q1: 680 shares; 2025Q2: 10,350 shares; 2025Q3: 10,332 shares; 2025Q4: 9,935 shares; 2026Q1: 9,824 shares; 2026Q2: 9,795 shares 9,795 $902K 0.22% -29 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,163 shares; 2025Q1: 1,118 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 897 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $901K 0.22% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 10,084 shares; 2026Q1: 10,734 shares; 2026Q2: 11,531 shares 11,531 $897K 0.22% +797 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 9,939 shares; 2026Q1: 10,507 shares; 2026Q2: 10,679 shares 10,679 $880K 0.21% +172 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,777 shares 1,777 $880K 0.21% -2 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 2,585 shares; 2026Q2: 2,585 shares 2,585 $866K 0.21% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,851 shares; 2025Q1: 4,424 shares; 2025Q2: 4,395 shares; 2025Q3: 4,834 shares; 2025Q4: 7,951 shares; 2026Q1: 9,013 shares; 2026Q2: 9,910 shares 9,910 $859K 0.21% +897 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 5,889 shares; 2025Q1: 5,777 shares; 2025Q2: 5,914 shares; 2025Q3: 5,951 shares; 2025Q4: 5,929 shares; 2026Q1: 8,730 shares; 2026Q2: 8,995 shares 8,995 $858K 0.21% +265 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,431 shares; 2024Q4: 12,416 shares; 2025Q1: 12,410 shares; 2025Q2: 12,378 shares; 2025Q3: 12,314 shares; 2025Q4: 11,801 shares; 2026Q1: 11,446 shares; 2026Q2: 11,567 shares 11,567 $835K 0.2% +121 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,399 shares; 2025Q1: 1,419 shares; 2025Q2: 1,395 shares; 2025Q3: 1,393 shares; 2025Q4: 1,230 shares; 2026Q1: 1,273 shares; 2026Q2: 1,290 shares 1,290 $831K 0.2% +17 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 1,957 shares; 2026Q2: 1,775 shares 1,775 $815K 0.2% -182 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: 6,013 shares; 2024Q4: 6,355 shares; 2025Q1: 7,009 shares; 2025Q2: 6,846 shares; 2025Q3: 7,067 shares; 2025Q4: 8,333 shares; 2026Q1: 9,566 shares; 2026Q2: 10,433 shares 10,433 $809K 0.2% +867 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,702 shares; 2024Q4: 6,732 shares; 2025Q1: 7,741 shares; 2025Q2: 7,625 shares; 2025Q3: 7,895 shares; 2025Q4: 11,943 shares; 2026Q1: 12,763 shares; 2026Q2: 14,050 shares 14,050 $804K 0.2% +1,287 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,676 shares; 2025Q2: 4,626 shares; 2025Q3: 4,642 shares; 2025Q4: 5,308 shares; 2026Q1: 5,875 shares; 2026Q2: 6,465 shares 6,465 $739K 0.18% +590 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: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 5,597 shares; 2025Q2: 5,597 shares; 2025Q3: 5,628 shares; 2025Q4: 5,628 shares; 2026Q1: 5,706 shares; 2026Q2: 5,715 shares 5,715 $734K 0.18% +9 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,733 shares; 2024Q4: 9,583 shares; 2025Q1: 8,856 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,799 shares; 2026Q1: 8,799 shares; 2026Q2: 9,135 shares 9,135 $731K 0.18% +336 Timeline SPSB 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: 21,941 shares; 2024Q4: 21,603 shares; 2025Q1: 43,859 shares; 2025Q2: 43,721 shares; 2025Q3: 21,843 shares; 2025Q4: 22,902 shares; 2026Q1: 23,065 shares; 2026Q2: 24,004 shares 24,004 $720K 0.18% +939 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP 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: 86,173 shares 86,173 $720K 0.18% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,988 shares; 2024Q4: 5,036 shares; 2025Q1: 5,277 shares; 2025Q2: 2,646 shares; 2025Q3: 2,642 shares; 2025Q4: 3,322 shares; 2026Q1: 3,790 shares; 2026Q2: 4,241 shares 4,241 $707K 0.17% +451 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,690 shares; 2024Q4: 16,996 shares; 2025Q1: 7,441 shares; 2025Q2: 7,658 shares; 2025Q3: 7,713 shares; 2025Q4: 7,657 shares; 2026Q1: 8,206 shares; 2026Q2: 8,451 shares 8,451 $700K 0.17% +245 Timeline JD JD.COM INC More: the full row for JD.COM 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: 27,211 shares 27,211 $693K 0.17% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,323 shares; 2025Q1: 2,612 shares; 2025Q2: 2,590 shares; 2025Q3: 2,485 shares; 2025Q4: 2,819 shares; 2026Q1: 3,084 shares; 2026Q2: 3,419 shares 3,419 $689K 0.17% +335 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,044 shares; 2024Q4: 16,567 shares; 2025Q1: 17,181 shares; 2025Q2: 17,082 shares; 2025Q3: 9,430 shares; 2025Q4: 18,924 shares; 2026Q1: 19,620 shares; 2026Q2: 20,230 shares 20,230 $687K 0.17% +610 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,345 shares; 2024Q4: 4,336 shares; 2025Q1: 4,816 shares; 2025Q2: 4,715 shares; 2025Q3: 5,044 shares; 2025Q4: 8,172 shares; 2026Q1: 9,182 shares; 2026Q2: 10,194 shares 10,194 $684K 0.17% +1,012 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,392 shares; 2025Q1: 2,551 shares; 2025Q2: 2,504 shares; 2025Q3: 2,395 shares; 2025Q4: 2,755 shares; 2026Q1: 2,930 shares; 2026Q2: 4,372 shares 4,372 $674K 0.16% +1,442 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $672K 0.16% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS 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: 1,161 shares 1,161 $670K 0.16% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 1,787 shares; 2026Q1: 1,748 shares; 2026Q2: 1,746 shares 1,746 $655K 0.16% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,772 shares; 2024Q4: 3,739 shares; 2025Q1: 3,574 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 2,909 shares; 2026Q1: 2,909 shares; 2026Q2: 2,909 shares 2,909 $648K 0.16% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,881 shares; 2025Q1: 2,101 shares; 2025Q2: 2,076 shares; 2025Q3: 2,136 shares; 2025Q4: 3,165 shares; 2026Q1: 3,447 shares; 2026Q2: 3,811 shares 3,811 $642K 0.16% +364 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 4,288 shares; 2026Q1: 4,288 shares; 2026Q2: 4,353 shares 4,353 $638K 0.16% +65 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,922 shares; 2024Q4: 8,917 shares; 2025Q1: 8,875 shares; 2025Q2: 8,856 shares; 2025Q3: 8,856 shares; 2025Q4: 8,656 shares; 2026Q1: 8,394 shares; 2026Q2: 8,394 shares 8,394 $638K 0.16% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 1,191 shares 1,191 $627K 0.15% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,382 shares; 2024Q4: 2,360 shares; 2025Q1: 2,238 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares; 2026Q2: 1,807 shares 1,807 $617K 0.15% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 3,302 shares; 2026Q1: 3,227 shares; 2026Q2: 3,312 shares 3,312 $595K 0.15% +85 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,183 shares; 2024Q4: 4,336 shares; 2025Q1: 7,874 shares; 2025Q2: 6,582 shares; 2025Q3: 6,643 shares; 2025Q4: 6,643 shares; 2026Q1: 5,512 shares; 2026Q2: 5,512 shares 5,512 $593K 0.14% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 1,377 shares; 2025Q1: 1,378 shares; 2025Q2: 1,373 shares; 2025Q3: 1,367 shares; 2025Q4: 6,540 shares; 2026Q1: 6,499 shares; 2026Q2: 5,857 shares 5,857 $581K 0.14% -642 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 8,723 shares; 2025Q1: 9,615 shares; 2025Q2: 9,451 shares; 2025Q3: 9,795 shares; 2025Q4: 14,499 shares; 2026Q1: 15,959 shares; 2026Q2: 18,150 shares 18,150 $575K 0.14% +2,191 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826 shares; 2024Q4: 861 shares; 2025Q1: 1,338 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,169 shares; 2026Q1: 1,215 shares; 2026Q2: 1,258 shares 1,258 $567K 0.14% +43 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,020 shares; 2025Q2: 4,903 shares; 2025Q3: 4,738 shares; 2025Q4: 5,265 shares; 2026Q1: 5,796 shares; 2026Q2: 5,753 shares 5,753 $552K 0.13% -43 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,454 shares; 2026Q2: 4,590 shares 4,590 $550K 0.13% +136 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 16,404 shares; 2025Q1: 18,212 shares; 2025Q2: 17,927 shares; 2025Q3: 18,108 shares; 2025Q4: 22,044 shares; 2026Q1: 25,402 shares; 2026Q2: 27,335 shares 27,335 $548K 0.13% +1,933 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: not reported; 2025Q1: 8,843 shares; 2025Q2: 5,617 shares; 2025Q3: 5,618 shares; 2025Q4: 5,404 shares; 2026Q1: 5,792 shares; 2026Q2: 6,000 shares 6,000 $547K 0.13% +208 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,606 shares; 2024Q4: 2,729 shares; 2025Q1: 2,837 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,404 shares; 2026Q1: 2,532 shares; 2026Q2: 2,624 shares 2,624 $528K 0.13% +92 Timeline HYMB 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: 22,850 shares; 2025Q2: 19,629 shares; 2025Q3: 24,935 shares; 2025Q4: 24,935 shares; 2026Q1: 20,504 shares; 2026Q2: 20,504 shares 20,504 $522K 0.13% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,754 shares; 2024Q4: 4,053 shares; 2025Q1: 4,025 shares; 2025Q2: 4,055 shares; 2025Q3: 4,093 shares; 2025Q4: 4,128 shares; 2026Q1: 6,974 shares; 2026Q2: 7,482 shares 7,482 $516K 0.13% +508 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,506 shares; 2025Q1: 4,474 shares; 2025Q2: 4,422 shares; 2025Q3: 4,374 shares; 2025Q4: 4,187 shares; 2026Q1: 4,449 shares; 2026Q2: 4,635 shares 4,635 $515K 0.13% +186 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: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,285 shares; 2026Q1: 1,254 shares; 2026Q2: 1,280 shares 1,280 $509K 0.12% +26 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: 488 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $502K 0.12% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: 2,286 shares; 2025Q4: 2,011 shares; 2026Q1: 2,011 shares; 2026Q2: 2,011 shares 2,011 $479K 0.12% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,440 shares; 2024Q4: 11,948 shares; 2025Q1: 12,682 shares; 2025Q2: 10,721 shares; 2025Q3: 11,446 shares; 2025Q4: 11,446 shares; 2026Q1: 9,129 shares; 2026Q2: 9,129 shares 9,129 $462K 0.11% 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: 5,946 shares; 2024Q4: 6,002 shares; 2025Q1: 5,849 shares; 2025Q2: 5,431 shares; 2025Q3: 5,420 shares; 2025Q4: 5,161 shares; 2026Q1: 5,442 shares; 2026Q2: 3,454 shares 3,454 $454K 0.11% -1,988 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: 4,176 shares; 2024Q4: 4,109 shares; 2025Q1: 3,856 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,228 shares; 2026Q1: 3,371 shares; 2026Q2: 3,496 shares 3,496 $442K 0.11% +125 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,716 shares; 2024Q4: 2,712 shares; 2025Q1: 2,703 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares; 2025Q4: 2,645 shares; 2026Q1: 2,582 shares; 2026Q2: 2,307 shares 2,307 $439K 0.11% -275 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: 40,592 shares; 2024Q4: 40,510 shares; 2025Q1: 6,121 shares; 2025Q2: 5,624 shares; 2025Q3: 5,652 shares; 2025Q4: 5,552 shares; 2026Q1: 5,552 shares; 2026Q2: 5,570 shares 5,570 $436K 0.11% +18 Timeline OKTA OKTA INC More: the full row for OKTA 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: 3,191 shares 3,191 $435K 0.11% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,046 shares; 2024Q4: 3,977 shares; 2025Q1: 3,737 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,078 shares; 2026Q1: 3,078 shares; 2026Q2: 3,078 shares 3,078 $431K 0.11% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 8,935 shares 8,935 $427K 0.1% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 5,657 shares; 2026Q2: 5,657 shares 5,657 $421K 0.1% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 984 shares 984 $419K 0.1% new 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: not reported; 2026Q1: 1,713 shares; 2026Q2: 1,804 shares 1,804 $415K 0.1% +91 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 733 shares; 2025Q3: 736 shares; 2025Q4: 703 shares; 2026Q1: 752 shares; 2026Q2: 793 shares 793 $415K 0.1% +41 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 4,040 shares; 2025Q1: 3,912 shares; 2025Q2: 3,826 shares; 2025Q3: 3,803 shares; 2025Q4: 3,373 shares; 2026Q1: 3,526 shares; 2026Q2: 3,344 shares 3,344 $411K 0.1% -182 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 492 shares; 2026Q2: 562 shares 562 $401K 0.1% +70 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $398K 0.1% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY 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: 5,187 shares 5,187 $397K 0.1% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW 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: 3,440 shares 3,440 $395K 0.1% new 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: 24,095 shares; 2024Q4: 24,066 shares; 2025Q1: 24,151 shares; 2025Q2: 23,342 shares; 2025Q3: 23,131 shares; 2025Q4: 22,319 shares; 2026Q1: 2,658 shares; 2026Q2: 2,737 shares 2,737 $392K 0.1% +79 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: 6,546 shares; 2024Q4: 6,440 shares; 2025Q1: 6,080 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 4,940 shares; 2026Q1: 4,940 shares; 2026Q2: 4,940 shares 4,940 $381K 0.09% 0 Timeline ICSH 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: 7,352 shares 7,352 $372K 0.09% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,316 shares; 2024Q4: 5,776 shares; 2025Q1: 5,958 shares; 2025Q2: 5,943 shares; 2025Q3: 6,419 shares; 2025Q4: 6,089 shares; 2026Q1: 6,138 shares; 2026Q2: 5,513 shares 5,513 $371K 0.09% -625 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,564 shares 1,564 $371K 0.09% new Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,817 shares; 2025Q4: 8,567 shares; 2026Q1: 8,271 shares; 2026Q2: 8,150 shares 8,150 $366K 0.09% -121 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY 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: 6,586 shares; 2026Q1: 7,254 shares; 2026Q2: 7,340 shares 7,340 $361K 0.09% +86 Timeline DE DEERE & CO More: the full row for DEERE & 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: 559 shares 559 $355K 0.09% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,892 shares; 2025Q1: 1,796 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471 $350K 0.09% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 230 shares; 2025Q1: 218 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 180 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $350K 0.09% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 1,123 shares; 2025Q1: 1,095 shares; 2025Q2: 1,090 shares; 2025Q3: 1,077 shares; 2025Q4: 1,042 shares; 2026Q1: 1,104 shares; 2026Q2: 1,187 shares 1,187 $347K 0.08% +83 Timeline SCHD 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: not reported; 2026Q1: not reported; 2026Q2: 10,602 shares 10,602 $336K 0.08% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 6,905 shares; 2025Q3: 6,905 shares; 2025Q4: 6,905 shares; 2026Q1: 6,895 shares; 2026Q2: 6,895 shares 6,895 $331K 0.08% 0 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: 1,346 shares; 2024Q4: 1,346 shares; 2025Q1: 7,036 shares; 2025Q2: 6,884 shares; 2025Q3: 6,884 shares; 2025Q4: 6,782 shares; 2026Q1: 1,645 shares; 2026Q2: 1,768 shares 1,768 $327K 0.08% +123 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: 1,986 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $312K 0.08% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD 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: 3,974 shares 3,974 $301K 0.07% new Timeline WSO WATSCO INC More: the full row for WATSCO 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: 598 shares; 2026Q1: 662 shares; 2026Q2: 716 shares 716 $298K 0.07% +54 Timeline IGOV 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: 21,386 shares; 2025Q3: 19,894 shares; 2025Q4: 7,245 shares; 2026Q1: 7,605 shares; 2026Q2: 6,928 shares 6,928 $284K 0.07% -677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $274K 0.07% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,110 shares; 2024Q4: 9,211 shares; 2025Q1: 9,242 shares; 2025Q2: 8,821 shares; 2025Q3: 8,759 shares; 2025Q4: 8,460 shares; 2026Q1: 2,516 shares; 2026Q2: 2,516 shares 2,516 $271K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,098 shares; 2025Q1: 1,052 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: not reported; 2026Q1: 857 shares; 2026Q2: 958 shares 958 $261K 0.06% +101 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS 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: 768 shares; 2026Q2: 768 shares 768 $260K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,136 shares; 2026Q2: 2,062 shares 2,062 $257K 0.06% -10,074 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 2,754 shares; 2025Q1: 2,634 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $254K 0.06% 0 Timeline VTI 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: not reported; 2026Q1: not reported; 2026Q2: 685 shares 685 $254K 0.06% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 1,158 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $250K 0.06% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,515 shares 1,515 $247K 0.06% new Timeline VFH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,835 shares 1,835 $241K 0.06% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 6,025 shares; 2026Q2: 6,008 shares 6,008 $235K 0.06% -17 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 1,839 shares; 2026Q2: 1,820 shares 1,820 $217K 0.05% -19 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: 6,553 shares; 2024Q4: 6,463 shares; 2025Q1: 6,109 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,081 shares; 2026Q1: 5,081 shares; 2026Q2: 5,081 shares 5,081 $215K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 91 shares; 2025Q1: 85 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $214K 0.05% 0 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $68.2K 0.02% 0 Timeline