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: 94,245 shares; 2024Q4: 94,979 shares; 2025Q1: 102,020 shares; 2025Q2: 94,626 shares; 2025Q3: 94,936 shares; 2025Q4: 94,020 shares; 2026Q1: 96,493 shares; 2026Q2: 100,147 shares 100,147 $73.7M 7.37% +3,654 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,077 shares; 2024Q4: 161,952 shares; 2025Q1: 167,181 shares; 2025Q2: 161,954 shares; 2025Q3: 160,402 shares; 2025Q4: 156,838 shares; 2026Q1: 115,858 shares; 2026Q2: 470,096 shares 470,096 $58.4M 5.84% +354,238 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: 142,258 shares; 2024Q4: 151,551 shares; 2025Q1: 157,025 shares; 2025Q2: 153,456 shares; 2025Q3: 152,770 shares; 2025Q4: 150,281 shares; 2026Q1: 156,850 shares; 2026Q2: 165,586 shares 165,586 $47.9M 4.79% +8,736 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: 42,768 shares; 2024Q4: 43,153 shares; 2025Q1: 43,294 shares; 2025Q2: 41,737 shares; 2025Q3: 48,470 shares; 2025Q4: 47,731 shares; 2026Q1: 49,033 shares; 2026Q2: 49,131 shares 49,131 $35.5M 3.55% +98 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,438 shares; 2024Q4: 59,463 shares; 2025Q1: 61,310 shares; 2025Q2: 61,813 shares; 2025Q3: 63,632 shares; 2025Q4: 64,328 shares; 2026Q1: 41,532 shares; 2026Q2: 43,120 shares 43,120 $30.3M 3.03% +1,588 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: 80,785 shares; 2024Q4: 80,790 shares; 2025Q1: 91,200 shares; 2025Q2: 78,390 shares; 2025Q3: 78,113 shares; 2025Q4: 77,496 shares; 2026Q1: 79,686 shares; 2026Q2: 74,538 shares 74,538 $26.6M 2.66% -5,148 Timeline RSP 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: 83,710 shares; 2024Q4: 89,233 shares; 2025Q1: 92,761 shares; 2025Q2: 95,662 shares; 2025Q3: 99,774 shares; 2025Q4: 101,883 shares; 2026Q1: 114,734 shares; 2026Q2: 124,512 shares 124,512 $26.5M 2.65% +9,778 Timeline IQLT 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: 504,339 shares; 2025Q2: 394,681 shares; 2025Q3: 414,502 shares; 2025Q4: 420,644 shares; 2026Q1: 457,635 shares; 2026Q2: 483,164 shares 483,164 $23.9M 2.39% +25,529 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: 44,793 shares; 2024Q4: 47,587 shares; 2025Q1: 52,543 shares; 2025Q2: 47,896 shares; 2025Q3: 47,668 shares; 2025Q4: 47,883 shares; 2026Q1: 49,250 shares; 2026Q2: 60,904 shares 60,904 $22.7M 2.27% +11,654 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: 199,884 shares; 2024Q4: 205,908 shares; 2025Q1: 215,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,156 shares; 2026Q2: 230,767 shares 230,767 $19.1M 1.91% +10,611 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: 16,324 shares; 2024Q4: 16,137 shares; 2025Q1: 16,239 shares; 2025Q2: 16,123 shares; 2025Q3: 16,011 shares; 2025Q4: 15,519 shares; 2026Q1: 15,931 shares; 2026Q2: 16,296 shares 16,296 $17.4M 1.74% +365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,150 shares; 2026Q2: 56,075 shares 56,075 $17M 1.7% +2,925 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: 51,029 shares; 2024Q4: 50,104 shares; 2025Q1: 52,787 shares; 2025Q2: 50,261 shares; 2025Q3: 50,065 shares; 2025Q4: 49,493 shares; 2026Q1: 50,889 shares; 2026Q2: 51,576 shares 51,576 $16.9M 1.69% +687 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,650 shares; 2025Q3: 41,975 shares; 2025Q4: 42,110 shares; 2026Q1: 43,734 shares; 2026Q2: 45,775 shares 45,775 $16.9M 1.69% +2,041 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: 59,261 shares; 2024Q4: 59,842 shares; 2025Q1: 62,974 shares; 2025Q2: 60,264 shares; 2025Q3: 59,505 shares; 2025Q4: 58,492 shares; 2026Q1: 59,958 shares; 2026Q2: 64,219 shares 64,219 $16.2M 1.62% +4,261 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: 124,417 shares; 2024Q4: 124,179 shares; 2025Q1: 129,357 shares; 2025Q2: 125,697 shares; 2025Q3: 125,273 shares; 2025Q4: 123,372 shares; 2026Q1: 125,641 shares; 2026Q2: 131,736 shares 131,736 $14.9M 1.49% +6,095 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: 26,084 shares; 2024Q4: 51,980 shares; 2025Q1: 39,440 shares; 2025Q2: 39,675 shares; 2025Q3: 39,903 shares; 2025Q4: 40,430 shares; 2026Q1: 42,302 shares; 2026Q2: 42,881 shares 42,881 $14.6M 1.46% +579 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: 9,528 shares; 2024Q4: 18,635 shares; 2025Q1: 20,479 shares; 2025Q2: 18,479 shares; 2025Q3: 18,347 shares; 2025Q4: 18,268 shares; 2026Q1: 18,379 shares; 2026Q2: 18,518 shares 18,518 $13.2M 1.32% +139 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: 63,757 shares; 2024Q4: 62,473 shares; 2025Q1: 63,929 shares; 2025Q2: 63,603 shares; 2025Q3: 62,780 shares; 2025Q4: 63,050 shares; 2026Q1: 64,123 shares; 2026Q2: 64,151 shares 64,151 $12.8M 1.28% +28 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,342 shares; 2024Q4: 64,411 shares; 2025Q1: 71,061 shares; 2025Q2: 64,376 shares; 2025Q3: 63,357 shares; 2025Q4: 62,761 shares; 2026Q1: 65,244 shares; 2026Q2: 66,818 shares 66,818 $12.7M 1.27% +1,574 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: 16,172 shares; 2025Q2: 12,486 shares; 2025Q3: 9,691 shares; 2025Q4: 9,417 shares; 2026Q1: 10,287 shares; 2026Q2: 10,652 shares 10,652 $12.5M 1.25% +365 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: 15,563 shares; 2024Q4: 15,570 shares; 2025Q1: 16,224 shares; 2025Q2: 15,453 shares; 2025Q3: 15,285 shares; 2025Q4: 15,174 shares; 2026Q1: 15,713 shares; 2026Q2: 20,700 shares 20,700 $11.7M 1.17% +4,987 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: 44,490 shares; 2024Q4: 45,216 shares; 2025Q1: 46,522 shares; 2025Q2: 45,567 shares; 2025Q3: 45,318 shares; 2025Q4: 45,772 shares; 2026Q1: 47,631 shares; 2026Q2: 48,656 shares 48,656 $11.6M 1.16% +1,025 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,969 shares; 2024Q4: 22,515 shares; 2025Q1: 22,832 shares; 2025Q2: 22,839 shares; 2025Q3: 22,777 shares; 2025Q4: 22,512 shares; 2026Q1: 23,224 shares; 2026Q2: 24,044 shares 24,044 $11M 1.1% +820 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: 4,466 shares; 2024Q4: 4,470 shares; 2025Q1: 4,473 shares; 2025Q2: 4,521 shares; 2025Q3: 3,379 shares; 2025Q4: 3,416 shares; 2026Q1: 3,560 shares; 2026Q2: 36,361 shares 36,361 $11M 1.1% +32,801 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: 6,300 shares; 2024Q4: 5,760 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,535 shares; 2025Q4: 4,810 shares; 2026Q1: 59,801 shares; 2026Q2: 60,656 shares 60,656 $10.7M 1.07% +855 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: 5,616 shares; 2024Q4: 5,563 shares; 2025Q1: 6,437 shares; 2025Q2: 17,326 shares; 2025Q3: 15,117 shares; 2025Q4: 19,760 shares; 2026Q1: 15,135 shares; 2026Q2: 14,094 shares 14,094 $10.5M 1.05% -1,041 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,651 shares; 2025Q3: 13,930 shares; 2025Q4: 13,715 shares; 2026Q1: 14,315 shares; 2026Q2: 14,522 shares 14,522 $10.5M 1.05% +207 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: 25,716 shares; 2024Q4: 26,704 shares; 2025Q1: 27,380 shares; 2025Q2: 27,095 shares; 2025Q3: 27,222 shares; 2025Q4: 27,011 shares; 2026Q1: 28,619 shares; 2026Q2: 29,176 shares 29,176 $10M 1% +557 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: 28,374 shares; 2024Q4: 29,586 shares; 2025Q1: 31,062 shares; 2025Q2: 29,814 shares; 2025Q3: 30,433 shares; 2025Q4: 29,357 shares; 2026Q1: 29,950 shares; 2026Q2: 31,040 shares 31,040 $9.77M 0.98% +1,090 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: 26,310 shares; 2024Q4: 26,296 shares; 2025Q1: 28,506 shares; 2025Q2: 26,624 shares; 2025Q3: 26,450 shares; 2025Q4: 26,116 shares; 2026Q1: 26,560 shares; 2026Q2: 27,469 shares 27,469 $9.69M 0.97% +909 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,445 shares; 2024Q4: 463,947 shares; 2025Q1: 248,234 shares; 2025Q2: 240,234 shares; 2025Q3: 243,959 shares; 2025Q4: 242,125 shares; 2026Q1: 238,579 shares; 2026Q2: 210,214 shares 210,214 $9.59M 0.96% -28,365 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: 30,062 shares; 2024Q4: 29,777 shares; 2025Q1: 22,626 shares; 2025Q2: 22,842 shares; 2025Q3: 22,943 shares; 2025Q4: 23,457 shares; 2026Q1: 24,804 shares; 2026Q2: 25,210 shares 25,210 $9.52M 0.95% +406 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,101 shares; 2024Q4: 14,173 shares; 2025Q1: 14,508 shares; 2025Q2: 14,468 shares; 2025Q3: 14,554 shares; 2025Q4: 14,837 shares; 2026Q1: 15,405 shares; 2026Q2: 16,308 shares 16,308 $9.18M 0.92% +903 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: 9,910 shares; 2024Q4: 10,602 shares; 2025Q1: 11,272 shares; 2025Q2: 13,630 shares; 2025Q3: 13,523 shares; 2025Q4: 16,074 shares; 2026Q1: 16,339 shares; 2026Q2: 16,782 shares 16,782 $8.62M 0.86% +443 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: 6,988 shares; 2024Q4: 6,955 shares; 2025Q1: 7,190 shares; 2025Q2: 7,120 shares; 2025Q3: 7,123 shares; 2025Q4: 7,178 shares; 2026Q1: 7,518 shares; 2026Q2: 7,728 shares 7,728 $7.82M 0.78% +210 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: 27,286 shares; 2024Q4: 27,282 shares; 2025Q1: 27,618 shares; 2025Q2: 27,344 shares; 2025Q3: 27,278 shares; 2025Q4: 26,806 shares; 2026Q1: 27,361 shares; 2026Q2: 28,051 shares 28,051 $7.59M 0.76% +690 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,087 shares; 2025Q3: 109,991 shares; 2025Q4: 105,176 shares; 2026Q1: 201,547 shares; 2026Q2: 207,026 shares 207,026 $7.53M 0.75% +5,479 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: 16,718 shares; 2024Q4: 16,670 shares; 2025Q1: 17,091 shares; 2025Q2: 13,251 shares; 2025Q3: 14,173 shares; 2025Q4: 13,863 shares; 2026Q1: 14,626 shares; 2026Q2: 15,133 shares 15,133 $7.49M 0.75% +507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,344 shares; 2026Q2: 58,756 shares 58,756 $7.42M 0.74% +1,412 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: 55,885 shares; 2024Q4: 56,595 shares; 2025Q1: 42,793 shares; 2025Q2: 38,895 shares; 2025Q3: 38,493 shares; 2025Q4: 38,899 shares; 2026Q1: 39,669 shares; 2026Q2: 39,957 shares 39,957 $7.38M 0.74% +288 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,430 shares; 2024Q4: 58,638 shares; 2025Q1: 59,915 shares; 2025Q2: 60,403 shares; 2025Q3: 58,767 shares; 2025Q4: 57,626 shares; 2026Q1: 53,321 shares; 2026Q2: 53,653 shares 53,653 $7.38M 0.74% +332 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,774 shares; 2024Q4: 31,621 shares; 2025Q1: 35,264 shares; 2025Q2: 31,857 shares; 2025Q3: 31,822 shares; 2025Q4: 31,355 shares; 2026Q1: 32,231 shares; 2026Q2: 32,867 shares 32,867 $7.33M 0.73% +636 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,910 shares; 2024Q4: 24,743 shares; 2025Q1: 27,020 shares; 2025Q2: 24,780 shares; 2025Q3: 24,655 shares; 2025Q4: 23,503 shares; 2026Q1: 24,553 shares; 2026Q2: 24,802 shares 24,802 $7.27M 0.73% +249 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: not reported; 2024Q4: not reported; 2025Q1: 27,312 shares; 2025Q2: 27,186 shares; 2025Q3: 34,198 shares; 2025Q4: 27,604 shares; 2026Q1: 39,886 shares; 2026Q2: 40,968 shares 40,968 $6.97M 0.7% +1,082 Timeline ETN EATON CORP PLC More: the full row for EATON CORP 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: not reported; 2026Q2: 15,907 shares 15,907 $6.78M 0.68% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,132 shares; 2025Q3: 92,088 shares; 2025Q4: 91,958 shares; 2026Q1: 91,605 shares; 2026Q2: 91,573 shares 91,573 $6.52M 0.65% -32 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: 94,457 shares; 2024Q4: 94,187 shares; 2025Q1: 98,472 shares; 2025Q2: 94,974 shares; 2025Q3: 93,969 shares; 2025Q4: 92,400 shares; 2026Q1: 65,255 shares; 2026Q2: 69,236 shares 69,236 $6.28M 0.63% +3,981 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,833 shares; 2024Q4: 15,826 shares; 2025Q1: 15,826 shares; 2025Q2: 15,826 shares; 2025Q3: 15,797 shares; 2025Q4: 17,043 shares; 2026Q1: 14,599 shares; 2026Q2: 14,599 shares 14,599 $6.23M 0.62% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,917 shares; 2024Q4: 19,633 shares; 2025Q1: 20,652 shares; 2025Q2: 21,069 shares; 2025Q3: 22,260 shares; 2025Q4: 22,526 shares; 2026Q1: 26,113 shares; 2026Q2: 26,537 shares 26,537 $6.03M 0.6% +424 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: 66,153 shares; 2024Q4: 65,433 shares; 2025Q1: 66,591 shares; 2025Q2: 64,771 shares; 2025Q3: 38,593 shares; 2025Q4: 38,286 shares; 2026Q1: 39,362 shares; 2026Q2: 40,739 shares 40,739 $5.97M 0.6% +1,377 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: 29,611 shares; 2024Q4: 29,687 shares; 2025Q1: 30,482 shares; 2025Q2: 39,222 shares; 2025Q3: 38,587 shares; 2025Q4: 37,316 shares; 2026Q1: 38,019 shares; 2026Q2: 39,257 shares 39,257 $5.95M 0.59% +1,238 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: not reported; 2024Q4: 4,522 shares; 2025Q1: 6,854 shares; 2025Q2: 6,865 shares; 2025Q3: 6,808 shares; 2025Q4: 6,849 shares; 2026Q1: 7,119 shares; 2026Q2: 7,237 shares 7,237 $5.52M 0.55% +118 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 1,500 shares; 2026Q2: 2,767 shares 2,767 $5.48M 0.55% +1,267 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE 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: 49,114 shares; 2026Q2: 66,847 shares 66,847 $5.28M 0.53% +17,733 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: 8,960 shares; 2024Q4: 9,024 shares; 2025Q1: 9,118 shares; 2025Q2: 9,012 shares; 2025Q3: 8,275 shares; 2025Q4: 12,480 shares; 2026Q1: 13,143 shares; 2026Q2: 14,199 shares 14,199 $5.14M 0.51% +1,056 Timeline VWO 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: 16,271 shares; 2024Q4: 17,543 shares; 2025Q1: 17,383 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,527 shares; 2026Q2: 85,527 shares 85,527 $5.11M 0.51% 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: 559 shares; 2024Q4: 1,687 shares; 2025Q1: 1,736 shares; 2025Q2: 3,445 shares; 2025Q3: 3,487 shares; 2025Q4: 3,476 shares; 2026Q1: 5,356 shares; 2026Q2: 5,451 shares 5,451 $5.1M 0.51% +95 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: 19,733 shares; 2024Q4: 20,245 shares; 2025Q1: 20,646 shares; 2025Q2: 15,333 shares; 2025Q3: 11,557 shares; 2025Q4: 11,718 shares; 2026Q1: 13,217 shares; 2026Q2: 13,357 shares 13,357 $4.76M 0.48% +140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,636 shares; 2025Q3: 2,665 shares; 2025Q4: 36,195 shares; 2026Q1: 52,030 shares; 2026Q2: 62,486 shares 62,486 $4.46M 0.45% +10,456 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: not reported; 2024Q4: 3,392 shares; 2025Q1: 34,126 shares; 2025Q2: 33,920 shares; 2025Q3: 23,216 shares; 2025Q4: 23,352 shares; 2026Q1: 24,358 shares; 2026Q2: 37,646 shares 37,646 $4.39M 0.44% +13,288 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO 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: 32,828 shares; 2026Q2: 16,505 shares 16,505 $4.3M 0.43% -16,323 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,336 shares; 2024Q4: 26,363 shares; 2025Q1: 26,358 shares; 2025Q2: 26,358 shares; 2025Q3: 25,745 shares; 2025Q4: 25,665 shares; 2026Q1: 26,436 shares; 2026Q2: 27,360 shares 27,360 $3.96M 0.4% +924 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 244,875 shares; 2025Q2: 243,170 shares; 2025Q3: 242,404 shares; 2025Q4: 235,174 shares; 2026Q1: 234,844 shares; 2026Q2: 79,642 shares 79,642 $3.94M 0.39% -155,202 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,655 shares; 2024Q4: 10,655 shares; 2025Q1: 10,655 shares; 2025Q2: 10,655 shares; 2025Q3: 10,655 shares; 2025Q4: 10,871 shares; 2026Q1: 42,316 shares; 2026Q2: 41,359 shares 41,359 $3.69M 0.37% -957 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,181 shares; 2025Q2: 19,625 shares; 2025Q3: 19,432 shares; 2025Q4: 19,538 shares; 2026Q1: 20,715 shares; 2026Q2: 28,996 shares 28,996 $3.31M 0.33% +8,281 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,217 shares; 2024Q4: 14,280 shares; 2025Q1: 14,235 shares; 2025Q2: 14,466 shares; 2025Q3: 14,167 shares; 2025Q4: 13,733 shares; 2026Q1: 13,529 shares; 2026Q2: 13,565 shares 13,565 $3.29M 0.33% +36 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 11,293 shares; 2026Q2: 11,670 shares 11,670 $3.27M 0.33% +377 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,360 shares; 2025Q2: 86,670 shares; 2025Q3: 86,670 shares; 2025Q4: 83,605 shares; 2026Q1: 88,781 shares; 2026Q2: 75,016 shares 75,016 $3.23M 0.32% -13,765 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,261 shares; 2024Q4: 30,870 shares; 2025Q1: 32,319 shares; 2025Q2: 38,342 shares; 2025Q3: 39,246 shares; 2025Q4: 40,039 shares; 2026Q1: 41,764 shares; 2026Q2: 41,221 shares 41,221 $3.18M 0.32% -543 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: 7,627 shares; 2024Q4: 11,554 shares; 2025Q1: 11,588 shares; 2025Q2: 11,550 shares; 2025Q3: 11,466 shares; 2025Q4: 11,363 shares; 2026Q1: 11,452 shares; 2026Q2: 11,636 shares 11,636 $3.15M 0.31% +184 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,856 shares; 2024Q4: 11,906 shares; 2025Q1: 11,900 shares; 2025Q2: 11,985 shares; 2025Q3: 11,764 shares; 2025Q4: 11,464 shares; 2026Q1: 11,581 shares; 2026Q2: 12,082 shares 12,082 $2.87M 0.29% +501 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,918 shares; 2024Q4: 12,878 shares; 2025Q1: 13,286 shares; 2025Q2: 13,135 shares; 2025Q3: 13,298 shares; 2025Q4: 13,511 shares; 2026Q1: 14,135 shares; 2026Q2: 14,640 shares 14,640 $2.85M 0.29% +505 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,695 shares; 2024Q4: 21,307 shares; 2025Q1: 21,365 shares; 2025Q2: 21,446 shares; 2025Q3: 22,902 shares; 2025Q4: 23,423 shares; 2026Q1: 26,510 shares; 2026Q2: 27,347 shares 27,347 $2.71M 0.27% +837 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: 7,144 shares; 2024Q4: 7,209 shares; 2025Q1: 7,445 shares; 2025Q2: 7,424 shares; 2025Q3: 7,294 shares; 2025Q4: 7,279 shares; 2026Q1: 7,493 shares; 2026Q2: 9,311 shares 9,311 $2.62M 0.26% +1,818 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,568 shares 6,568 $2.61M 0.26% new 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: 16,034 shares; 2024Q4: 16,203 shares; 2025Q1: 16,141 shares; 2025Q2: 16,005 shares; 2025Q3: 15,637 shares; 2025Q4: 15,656 shares; 2026Q1: 15,898 shares; 2026Q2: 16,473 shares 16,473 $2.58M 0.26% +575 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159 shares; 2024Q4: 2,189 shares; 2025Q1: 2,227 shares; 2025Q2: 2,219 shares; 2025Q3: 2,259 shares; 2025Q4: 2,270 shares; 2026Q1: 2,240 shares; 2026Q2: 1,513 shares 1,513 $2.57M 0.26% -727 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: 4,787 shares; 2024Q4: 4,822 shares; 2025Q1: 5,870 shares; 2025Q2: 4,851 shares; 2025Q3: 4,800 shares; 2025Q4: 4,792 shares; 2026Q1: 4,874 shares; 2026Q2: 5,037 shares 5,037 $2.57M 0.26% +163 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,885 shares; 2024Q4: 18,393 shares; 2025Q1: 18,320 shares; 2025Q2: 28,531 shares; 2025Q3: 27,969 shares; 2025Q4: 27,507 shares; 2026Q1: 27,810 shares; 2026Q2: 28,770 shares 28,770 $2.55M 0.26% +960 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,889 shares; 2024Q4: 25,193 shares; 2025Q1: 25,183 shares; 2025Q2: 25,322 shares; 2025Q3: 24,948 shares; 2025Q4: 24,972 shares; 2026Q1: 25,283 shares; 2026Q2: 25,910 shares 25,910 $2.48M 0.25% +627 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: 1,646 shares; 2024Q4: 5,698 shares; 2025Q1: 5,718 shares; 2025Q2: 5,689 shares; 2025Q3: 5,621 shares; 2025Q4: 5,627 shares; 2026Q1: 6,424 shares; 2026Q2: 6,999 shares 6,999 $2.47M 0.25% +575 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,579 shares; 2024Q4: 23,531 shares; 2025Q1: 23,843 shares; 2025Q2: 24,013 shares; 2025Q3: 24,207 shares; 2025Q4: 24,248 shares; 2026Q1: 25,625 shares; 2026Q2: 26,572 shares 26,572 $2.45M 0.25% +947 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,695 shares; 2024Q4: 19,203 shares; 2025Q1: 19,139 shares; 2025Q2: 19,225 shares; 2025Q3: 25,831 shares; 2025Q4: 26,254 shares; 2026Q1: 28,760 shares; 2026Q2: 29,325 shares 29,325 $2.42M 0.24% +565 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 9,105 shares; 2026Q2: 9,434 shares 9,434 $2.41M 0.24% +329 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: 8,482 shares; 2024Q4: 8,573 shares; 2025Q1: 8,616 shares; 2025Q2: 7,644 shares; 2025Q3: 7,677 shares; 2025Q4: 7,622 shares; 2026Q1: 7,860 shares; 2026Q2: 7,934 shares 7,934 $2.36M 0.24% +74 Timeline VNQ 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: 19,293 shares; 2025Q2: 19,455 shares; 2025Q3: 20,147 shares; 2025Q4: 21,081 shares; 2026Q1: 23,677 shares; 2026Q2: 24,018 shares 24,018 $2.32M 0.23% +341 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: 16,517 shares; 2024Q4: 17,905 shares; 2025Q1: 17,994 shares; 2025Q2: 16,874 shares; 2025Q3: 16,719 shares; 2025Q4: 16,439 shares; 2026Q1: 16,833 shares; 2026Q2: 17,254 shares 17,254 $2.22M 0.22% +421 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: 24,752 shares; 2024Q4: 25,382 shares; 2025Q1: 25,692 shares; 2025Q2: 25,701 shares; 2025Q3: 25,055 shares; 2025Q4: 25,059 shares; 2026Q1: 25,627 shares; 2026Q2: 26,127 shares 26,127 $2.21M 0.22% +500 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,158 shares; 2024Q4: 21,683 shares; 2025Q1: 21,656 shares; 2025Q2: 30,491 shares; 2025Q3: 30,341 shares; 2025Q4: 30,373 shares; 2026Q1: 31,404 shares; 2026Q2: 32,162 shares 32,162 $2.2M 0.22% +758 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: 74,854 shares; 2024Q4: 75,588 shares; 2025Q1: 76,627 shares; 2025Q2: 61,097 shares; 2025Q3: 66,240 shares; 2025Q4: 84,177 shares; 2026Q1: 86,553 shares; 2026Q2: 89,916 shares 89,916 $2.17M 0.22% +3,363 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: 39,017 shares; 2024Q4: 39,418 shares; 2025Q1: 39,641 shares; 2025Q2: 49,536 shares; 2025Q3: 48,614 shares; 2025Q4: 48,039 shares; 2026Q1: 49,298 shares; 2026Q2: 50,447 shares 50,447 $2.14M 0.21% +1,149 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: 1,017 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,229 shares; 2026Q2: 17,832 shares 17,832 $2.13M 0.21% +15,603 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: not reported; 2026Q2: 6,205 shares 6,205 $2.08M 0.21% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,452 shares; 2024Q4: 25,778 shares; 2025Q1: 26,077 shares; 2025Q2: 25,982 shares; 2025Q3: 25,658 shares; 2025Q4: 25,585 shares; 2026Q1: 26,114 shares; 2026Q2: 26,916 shares 26,916 $2.05M 0.21% +802 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: 4,329 shares; 2024Q4: 4,158 shares; 2025Q1: 4,294 shares; 2025Q2: 3,448 shares; 2025Q3: 3,449 shares; 2025Q4: 3,298 shares; 2026Q1: 2,943 shares; 2026Q2: 2,929 shares 2,929 $2.01M 0.2% -14 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: not reported; 2024Q4: 1,912 shares; 2025Q1: 3,707 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $1.88M 0.19% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,758 shares; 2024Q4: 26,652 shares; 2025Q1: 23,919 shares; 2025Q2: 21,846 shares; 2025Q3: 21,299 shares; 2025Q4: 20,529 shares; 2026Q1: 18,377 shares; 2026Q2: 17,183 shares 17,183 $1.88M 0.19% -1,194 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: 4,058 shares; 2024Q4: 5,588 shares; 2025Q1: 5,588 shares; 2025Q2: 5,588 shares; 2025Q3: 5,588 shares; 2025Q4: 5,343 shares; 2026Q1: 7,357 shares; 2026Q2: 5,043 shares 5,043 $1.87M 0.19% -2,314 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,195 shares; 2024Q4: 63,963 shares; 2025Q1: 63,969 shares; 2025Q2: 64,274 shares; 2025Q3: 66,740 shares; 2025Q4: 68,371 shares; 2026Q1: 78,613 shares; 2026Q2: 80,528 shares 80,528 $1.83M 0.18% +1,915 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: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,742 shares; 2025Q4: 1,733 shares; 2026Q1: 1,750 shares; 2026Q2: 1,820 shares 1,820 $1.75M 0.17% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,629 shares; 2026Q2: 24,242 shares 24,242 $1.67M 0.17% +613 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: 8,525 shares; 2024Q4: 8,610 shares; 2025Q1: 8,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,161 shares; 2026Q2: 7,829 shares 7,829 $1.58M 0.16% +1,668 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 6,934 shares; 2025Q1: 6,965 shares; 2025Q2: 6,937 shares; 2025Q3: 6,815 shares; 2025Q4: 6,732 shares; 2026Q1: 6,833 shares; 2026Q2: 7,109 shares 7,109 $1.57M 0.16% +276 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,705 shares; 2025Q1: 17,705 shares; 2025Q2: 17,705 shares; 2025Q3: 17,705 shares; 2025Q4: 35,334 shares; 2026Q1: 35,332 shares; 2026Q2: 35,332 shares 35,332 $1.57M 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,127 shares; 2026Q2: 9,186 shares 9,186 $1.49M 0.15% +3,059 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,805 shares; 2025Q1: 25,036 shares; 2025Q2: 29,001 shares; 2025Q3: 28,736 shares; 2025Q4: 32,911 shares; 2026Q1: 31,751 shares; 2026Q2: 31,751 shares 31,751 $1.46M 0.15% 0 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: 19,343 shares; 2024Q4: 19,485 shares; 2025Q1: 5,975 shares; 2025Q2: 3,318 shares; 2025Q3: 3,317 shares; 2025Q4: 3,327 shares; 2026Q1: 3,365 shares; 2026Q2: 3,365 shares 3,365 $1.4M 0.14% 0 Timeline BSV 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: 21,662 shares; 2024Q4: 23,473 shares; 2025Q1: 23,518 shares; 2025Q2: 23,582 shares; 2025Q3: 24,206 shares; 2025Q4: 24,533 shares; 2026Q1: 17,456 shares; 2026Q2: 17,781 shares 17,781 $1.39M 0.14% +325 Timeline BIL 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: 14,925 shares; 2025Q1: 24,330 shares; 2025Q2: 20,170 shares; 2025Q3: 19,570 shares; 2025Q4: 17,655 shares; 2026Q1: 16,560 shares; 2026Q2: 14,911 shares 14,911 $1.37M 0.14% -1,649 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: 5,386 shares; 2024Q4: 5,420 shares; 2025Q1: 5,479 shares; 2025Q2: 5,375 shares; 2025Q3: 5,316 shares; 2025Q4: 5,321 shares; 2026Q1: 5,566 shares; 2026Q2: 6,135 shares 6,135 $1.35M 0.14% +569 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,415 shares; 2024Q4: 12,415 shares; 2025Q1: 19,305 shares; 2025Q2: 12,415 shares; 2025Q3: 36,418 shares; 2025Q4: 36,418 shares; 2026Q1: 29,072 shares; 2026Q2: 27,325 shares 27,325 $1.33M 0.13% -1,747 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,958 shares; 2025Q3: 3,773 shares; 2025Q4: 3,653 shares; 2026Q1: 3,912 shares; 2026Q2: 4,030 shares 4,030 $1.28M 0.13% +118 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: 4,533 shares; 2025Q4: 5,229 shares; 2026Q1: 5,844 shares; 2026Q2: 4,606 shares 4,606 $1.27M 0.13% -1,238 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,930 shares; 2024Q4: 13,930 shares; 2025Q1: 26,178 shares; 2025Q2: 28,048 shares; 2025Q3: 28,048 shares; 2025Q4: 28,048 shares; 2026Q1: 35,852 shares; 2026Q2: 25,793 shares 25,793 $1.23M 0.12% -10,059 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: not reported; 2024Q4: 373 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $1.2M 0.12% 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: 1,970 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,042 shares; 2025Q3: 1,986 shares; 2025Q4: 2,034 shares; 2026Q1: 2,864 shares; 2026Q2: 2,867 shares 2,867 $1.07M 0.11% +3 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: 6,499 shares; 2024Q4: 5,924 shares; 2025Q1: 5,922 shares; 2025Q2: 5,889 shares; 2025Q3: 5,871 shares; 2025Q4: 5,847 shares; 2026Q1: 6,120 shares; 2026Q2: 6,263 shares 6,263 $1.04M 0.1% +143 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,980 shares; 2025Q1: 11,065 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares; 2025Q4: 21,866 shares; 2026Q1: 21,640 shares; 2026Q2: 21,571 shares 21,571 $1M 0.1% -69 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: 4,003 shares; 2024Q4: 4,028 shares; 2025Q1: 3,968 shares; 2025Q2: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,968 shares; 2026Q1: 4,312 shares; 2026Q2: 3,918 shares 3,918 $927K 0.09% -394 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: 16,072 shares; 2024Q4: 15,865 shares; 2025Q1: 16,876 shares; 2025Q2: 14,637 shares; 2025Q3: 14,637 shares; 2025Q4: 13,841 shares; 2026Q1: 14,305 shares; 2026Q2: 14,805 shares 14,805 $844K 0.08% +500 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: 26,692 shares; 2024Q4: 26,741 shares; 2025Q1: 34,896 shares; 2025Q2: 27,116 shares; 2025Q3: 8,423 shares; 2025Q4: 8,349 shares; 2026Q1: 8,436 shares; 2026Q2: 9,536 shares 9,536 $837K 0.08% +1,100 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,240 shares; 2025Q2: 1,992 shares; 2025Q3: 2,290 shares; 2025Q4: 3,984 shares; 2026Q1: 4,392 shares; 2026Q2: 4,384 shares 4,384 $835K 0.08% -8 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: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares; 2026Q2: 3,353 shares 3,353 $798K 0.08% +2,234 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: 8,886 shares; 2024Q4: 9,767 shares; 2025Q1: 10,035 shares; 2025Q2: 10,026 shares; 2025Q3: 13,844 shares; 2025Q4: 14,534 shares; 2026Q1: 14,977 shares; 2026Q2: 15,276 shares 15,276 $773K 0.08% +299 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: 3,047 shares; 2024Q4: 2,951 shares; 2025Q1: 3,011 shares; 2025Q2: 2,885 shares; 2025Q3: 2,839 shares; 2025Q4: 2,824 shares; 2026Q1: 2,940 shares; 2026Q2: 2,940 shares 2,940 $747K 0.07% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 9,512 shares; 2025Q4: 9,527 shares; 2026Q1: 9,761 shares; 2026Q2: 10,158 shares 10,158 $727K 0.07% +397 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,085 shares; 2024Q4: 4,021 shares; 2025Q1: 6,011 shares; 2025Q2: 3,934 shares; 2025Q3: 3,934 shares; 2025Q4: 3,494 shares; 2026Q1: 3,414 shares; 2026Q2: 3,414 shares 3,414 $724K 0.07% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,822 shares; 2024Q4: 24,663 shares; 2025Q1: 24,746 shares; 2025Q2: 24,838 shares; 2025Q3: 24,565 shares; 2025Q4: 23,392 shares; 2026Q1: 3,705 shares; 2026Q2: 3,099 shares 3,099 $711K 0.07% -606 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,842 shares; 2025Q1: 10,290 shares; 2025Q2: 12,931 shares; 2025Q3: 13,351 shares; 2025Q4: 16,121 shares; 2026Q1: 20,425 shares; 2026Q2: 21,336 shares 21,336 $710K 0.07% +911 Timeline SCHG 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: 28,097 shares; 2026Q2: 20,950 shares 20,950 $709K 0.07% -7,147 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 7,890 shares; 2025Q4: not reported; 2026Q1: 15,247 shares; 2026Q2: 15,462 shares 15,462 $707K 0.07% +215 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,264 shares; 2025Q4: 5,344 shares; 2026Q1: 6,121 shares; 2026Q2: 6,871 shares 6,871 $698K 0.07% +750 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,137 shares; 2025Q1: 7,661 shares; 2025Q2: 3,897 shares; 2025Q3: 3,897 shares; 2025Q4: 3,897 shares; 2026Q1: 4,105 shares; 2026Q2: 4,105 shares 4,105 $696K 0.07% 0 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,091 shares; 2026Q2: 10,315 shares 10,315 $694K 0.07% +224 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 1,260 shares; 2025Q1: 1,424 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047 $687K 0.07% 0 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: 50,927 shares; 2024Q4: 50,429 shares; 2025Q1: 53,139 shares; 2025Q2: 50,804 shares; 2025Q3: 50,634 shares; 2025Q4: 49,866 shares; 2026Q1: 50,784 shares; 2026Q2: 3,061 shares 3,061 $686K 0.07% -47,723 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,504 shares; 2026Q1: 5,466 shares; 2026Q2: 7,467 shares 7,467 $664K 0.07% +2,001 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,085 shares; 2024Q4: 16,085 shares; 2025Q1: 16,085 shares; 2025Q2: 16,085 shares; 2025Q3: 16,085 shares; 2025Q4: 16,085 shares; 2026Q1: 16,085 shares; 2026Q2: 16,085 shares 16,085 $659K 0.07% 0 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: 4,692 shares; 2024Q4: 4,692 shares; 2025Q1: 4,710 shares; 2025Q2: 4,725 shares; 2025Q3: 4,727 shares; 2025Q4: 4,733 shares; 2026Q1: 1,095 shares; 2026Q2: 1,545 shares 1,545 $650K 0.06% +450 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,612 shares; 2024Q4: 42,577 shares; 2025Q1: 13,260 shares; 2025Q2: 16,120 shares; 2025Q3: 16,120 shares; 2025Q4: 16,120 shares; 2026Q1: 16,120 shares; 2026Q2: 13,260 shares 13,260 $560K 0.06% -2,860 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,500 shares; 2025Q3: 13,246 shares; 2025Q4: 12,954 shares; 2026Q1: 14,425 shares; 2026Q2: 28,712 shares 28,712 $555K 0.06% +14,287 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,254 shares; 2025Q4: 2,705 shares; 2026Q1: 4,989 shares; 2026Q2: 5,390 shares 5,390 $541K 0.05% +401 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: not reported; 2024Q4: 4,217 shares; 2025Q1: 4,349 shares; 2025Q2: 4,350 shares; 2025Q3: 4,298 shares; 2025Q4: 4,165 shares; 2026Q1: 4,592 shares; 2026Q2: 4,593 shares 4,593 $539K 0.05% +1 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,948 shares; 2024Q4: 8,798 shares; 2025Q1: 8,598 shares; 2025Q2: 8,348 shares; 2025Q3: 7,898 shares; 2025Q4: 7,593 shares; 2026Q1: 7,248 shares; 2026Q2: 6,898 shares 6,898 $524K 0.05% -350 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 2,479 shares; 2026Q1: 2,962 shares; 2026Q2: 3,392 shares 3,392 $509K 0.05% +430 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: not reported; 2024Q4: 2,000 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,058 shares; 2026Q2: 2,058 shares 2,058 $507K 0.05% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,198 shares; 2025Q3: 13,286 shares; 2025Q4: 14,938 shares; 2026Q1: 16,851 shares; 2026Q2: 17,846 shares 17,846 $489K 0.05% +995 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,449 shares; 2024Q4: 13,390 shares; 2025Q1: 14,102 shares; 2025Q2: 13,506 shares; 2025Q3: 13,337 shares; 2025Q4: 13,009 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $483K 0.05% 0 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: 535 shares; 2024Q4: 533 shares; 2025Q1: 594 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 410 shares; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $451K 0.05% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,232 shares; 2024Q4: 63,962 shares; 2025Q1: 68,619 shares; 2025Q2: 64,573 shares; 2025Q3: 4,772 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares 4,630 $449K 0.04% 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: 380 shares 380 $439K 0.04% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,547 shares; 2025Q3: 15,427 shares; 2025Q4: 15,007 shares; 2026Q1: 16,987 shares; 2026Q2: 18,272 shares 18,272 $438K 0.04% +1,285 Timeline IONQ IONQ INC More: the full row for IONQ 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: 7,490 shares; 2026Q2: 8,181 shares 8,181 $436K 0.04% +691 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: 13,190 shares; 2024Q4: 13,176 shares; 2025Q1: 16,735 shares; 2025Q2: 3,020 shares; 2025Q3: 2,928 shares; 2025Q4: 2,924 shares; 2026Q1: 3,161 shares; 2026Q2: 3,161 shares 3,161 $428K 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,493 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares; 2026Q2: 2,493 shares 2,493 $410K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $394K 0.04% new 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: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 728 shares; 2026Q2: 778 shares 778 $389K 0.04% +50 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,837 shares; 2026Q2: 6,154 shares 6,154 $377K 0.04% -1,683 Timeline OEF 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: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $368K 0.04% 0 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: 13,979 shares; 2024Q4: 14,054 shares; 2025Q1: 15,601 shares; 2025Q2: 14,217 shares; 2025Q3: 14,022 shares; 2025Q4: 13,200 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $347K 0.03% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 3,952 shares; 2026Q1: 4,775 shares; 2026Q2: 5,174 shares 5,174 $337K 0.03% +399 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,465 shares; 2025Q1: 4,465 shares; 2025Q2: 4,465 shares; 2025Q3: 4,465 shares; 2025Q4: 4,465 shares; 2026Q1: 4,465 shares; 2026Q2: 4,465 shares 4,465 $327K 0.03% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 12,825 shares; 2026Q1: 12,825 shares; 2026Q2: 12,825 shares 12,825 $314K 0.03% 0 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 735 shares; 2026Q1: 863 shares; 2026Q2: 933 shares 933 $313K 0.03% +70 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: 1,220 shares 1,220 $312K 0.03% new 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: 36,447 shares; 2024Q4: 36,269 shares; 2025Q1: 38,935 shares; 2025Q2: 36,038 shares; 2025Q3: 35,043 shares; 2025Q4: 34,329 shares; 2026Q1: 2,445 shares; 2026Q2: 2,445 shares 2,445 $304K 0.03% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 2,767 shares; 2025Q4: 3,329 shares; 2026Q1: 5,468 shares; 2026Q2: 6,055 shares 6,055 $302K 0.03% +587 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: 489 shares; 2024Q4: 485 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $296K 0.03% 0 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 3,804 shares; 2025Q2: 1,883 shares; 2025Q3: 1,848 shares; 2025Q4: 1,840 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $296K 0.03% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,726 shares 1,726 $295K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,922 shares; 2024Q4: 129,021 shares; 2025Q1: 2,451 shares; 2025Q2: 2,106 shares; 2025Q3: 1,261 shares; 2025Q4: 1,380 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327 $291K 0.03% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 16,002 shares; 2025Q3: 17,336 shares; 2025Q4: 20,778 shares; 2026Q1: 24,512 shares; 2026Q2: 26,815 shares 26,815 $286K 0.03% +2,303 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 6,005 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares; 2026Q2: 5,015 shares 5,015 $282K 0.03% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,176 shares; 2025Q4: 1,337 shares; 2026Q1: 1,504 shares; 2026Q2: 1,619 shares 1,619 $281K 0.03% +115 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $280K 0.03% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,247 shares; 2024Q4: 52,247 shares; 2025Q1: 56,247 shares; 2025Q2: 52,247 shares; 2025Q3: 52,247 shares; 2025Q4: 25,247 shares; 2026Q1: 25,247 shares; 2026Q2: 25,247 shares 25,247 $271K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,705 shares; 2026Q2: 2,700 shares 2,700 $265K 0.03% -5 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,546 shares; 2025Q1: 4,187 shares; 2025Q2: 3,353 shares; 2025Q3: 3,253 shares; 2025Q4: 2,908 shares; 2026Q1: 2,926 shares; 2026Q2: 2,926 shares 2,926 $265K 0.03% 0 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: 720 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 782 shares; 2026Q2: 782 shares 782 $265K 0.03% 0 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: 8,209 shares; 2024Q4: 8,458 shares; 2025Q1: 9,066 shares; 2025Q2: 8,896 shares; 2025Q3: 8,633 shares; 2025Q4: 8,384 shares; 2026Q1: 8,910 shares; 2026Q2: 1,899 shares 1,899 $260K 0.03% -7,011 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I 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: 3,821 shares; 2026Q2: 3,840 shares 3,840 $258K 0.03% +19 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 4,222 shares; 2025Q1: 4,667 shares; 2025Q2: 3,719 shares; 2025Q3: 3,719 shares; 2025Q4: 3,313 shares; 2026Q1: not reported; 2026Q2: 3,159 shares 3,159 $257K 0.03% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 4,949 shares; 2025Q1: 4,971 shares; 2025Q2: 4,995 shares; 2025Q3: 5,019 shares; 2025Q4: 5,044 shares; 2026Q1: 5,353 shares; 2026Q2: 5,093 shares 5,093 $251K 0.03% -260 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 858 shares; 2025Q1: 1,060 shares; 2025Q2: 793 shares; 2025Q3: 765 shares; 2025Q4: 689 shares; 2026Q1: not reported; 2026Q2: 646 shares 646 $250K 0.02% 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: 2,351 shares; 2024Q4: 2,226 shares; 2025Q1: 2,226 shares; 2025Q2: 1,941 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares; 2026Q1: 1,666 shares; 2026Q2: 1,662 shares 1,662 $246K 0.02% -4 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474 shares; 2026Q2: 2,844 shares 2,844 $245K 0.02% +2,370 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,161 shares; 2025Q1: 2,611 shares; 2025Q2: 3,151 shares; 2025Q3: 3,151 shares; 2025Q4: 2,607 shares; 2026Q1: 2,607 shares; 2026Q2: 2,607 shares 2,607 $239K 0.02% 0 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 10,950 shares; 2025Q2: 10,950 shares; 2025Q3: 10,950 shares; 2025Q4: 10,950 shares; 2026Q1: 10,950 shares; 2026Q2: 7,000 shares 7,000 $230K 0.02% -3,950 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 5,625 shares; 2026Q1: not reported; 2026Q2: 7,792 shares 7,792 $223K 0.02% new Timeline IVV 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: 291 shares 291 $218K 0.02% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,855 shares 4,855 $210K 0.02% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 3,942 shares; 2026Q2: 4,621 shares 4,621 $208K 0.02% +679 Timeline IWM 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: 671 shares 671 $202K 0.02% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE 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: 606 shares 606 $201K 0.02% new 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: 419 shares 419 $200K 0.02% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,578 shares; 2025Q3: 13,211 shares; 2025Q4: 15,507 shares; 2026Q1: 18,739 shares; 2026Q2: 20,400 shares 20,400 $154K 0.02% +1,661 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 27,817 shares 27,817 $132K 0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,496 shares; 2025Q3: 21,771 shares; 2025Q4: 25,107 shares; 2026Q1: 28,081 shares; 2026Q2: 35,484 shares 35,484 $130K 0.01% +7,403 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,679 shares; 2025Q3: 12,962 shares; 2025Q4: 14,431 shares; 2026Q1: 15,820 shares; 2026Q2: 17,101 shares 17,101 $117K 0.01% +1,281 Timeline