NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,714,260 shares; 2024Q4: 2,638,555 shares; 2025Q1: 2,400,547 shares; 2025Q2: 2,511,967 shares; 2025Q3: 2,442,924 shares; 2025Q4: 2,377,119 shares; 2026Q1: 2,161,742 shares; 2026Q2: 2,326,164 shares 2,326,164 $465M 8.19% +164,422 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: 1,288,542 shares; 2024Q4: 1,385,052 shares; 2025Q1: 1,291,788 shares; 2025Q2: 1,010,180 shares; 2025Q3: 1,082,452 shares; 2025Q4: 1,319,039 shares; 2026Q1: 1,086,234 shares; 2026Q2: 1,189,994 shares 1,189,994 $425M 7.49% +103,760 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: 1,408,311 shares; 2024Q4: 1,409,969 shares; 2025Q1: 1,430,244 shares; 2025Q2: 1,322,767 shares; 2025Q3: 1,405,397 shares; 2025Q4: 1,444,610 shares; 2026Q1: 1,435,290 shares; 2026Q2: 1,468,865 shares 1,468,865 $425M 7.48% +33,575 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: 1,243,877 shares; 2024Q4: 1,290,659 shares; 2025Q1: 1,184,636 shares; 2025Q2: 1,180,828 shares; 2025Q3: 1,160,511 shares; 2025Q4: 1,145,599 shares; 2026Q1: 906,434 shares; 2026Q2: 1,110,769 shares 1,110,769 $265M 4.66% +204,335 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: 732,228 shares; 2024Q4: 692,689 shares; 2025Q1: 583,383 shares; 2025Q2: 676,148 shares; 2025Q3: 582,023 shares; 2025Q4: 561,328 shares; 2026Q1: 572,140 shares; 2026Q2: 532,295 shares 532,295 $201M 3.54% -39,845 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: 294,827 shares; 2024Q4: 291,283 shares; 2025Q1: 539,999 shares; 2025Q2: 380,351 shares; 2025Q3: 328,607 shares; 2025Q4: 324,674 shares; 2026Q1: 168,437 shares; 2026Q2: 168,134 shares 168,134 $194M 3.42% -303 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: 57,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,450 shares; 2026Q1: 142,241 shares; 2026Q2: 176,008 shares 176,008 $187M 3.3% +33,767 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: 794,437 shares; 2024Q4: 816,331 shares; 2025Q1: 774,800 shares; 2025Q2: 768,887 shares; 2025Q3: 777,150 shares; 2025Q4: 761,725 shares; 2026Q1: 570,468 shares; 2026Q2: 500,784 shares 500,784 $187M 3.29% -69,684 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: 246,362 shares; 2024Q4: 241,483 shares; 2025Q1: 179,161 shares; 2025Q2: 150,952 shares; 2025Q3: 147,451 shares; 2025Q4: 138,980 shares; 2026Q1: 138,829 shares; 2026Q2: 182,298 shares 182,298 $184M 3.25% +43,469 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: 630,303 shares; 2024Q4: 623,079 shares; 2025Q1: 688,743 shares; 2025Q2: 682,907 shares; 2025Q3: 671,391 shares; 2025Q4: 661,597 shares; 2026Q1: 520,766 shares; 2026Q2: 525,934 shares 525,934 $172M 3.03% +5,168 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: 118,028 shares; 2024Q4: 885 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,925 shares; 2026Q2: 129,835 shares 129,835 $153M 2.69% +34,910 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,148 shares; 2026Q2: 199,874 shares 199,874 $145M 2.54% -14,274 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295,148 shares; 2025Q2: 402,304 shares; 2025Q3: 396,702 shares; 2025Q4: 397,541 shares; 2026Q1: 235,981 shares; 2026Q2: 334,635 shares 334,635 $125M 2.2% +98,654 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 938,791 shares; 2026Q2: 1,305,844 shares 1,305,844 $122M 2.15% +367,053 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: 148,049 shares; 2024Q4: 90,259 shares; 2025Q1: 86,590 shares; 2025Q2: 767 shares; 2025Q3: 107,915 shares; 2025Q4: 95,056 shares; 2026Q1: 103,641 shares; 2026Q2: 293,390 shares 293,390 $122M 2.15% +189,749 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,278 shares; 2026Q1: 746,418 shares; 2026Q2: 1,008,397 shares 1,008,397 $118M 2.09% +261,979 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: 180,637 shares; 2024Q4: 1,701 shares; 2025Q1: not reported; 2025Q2: 197,054 shares; 2025Q3: 178,414 shares; 2025Q4: 1,992 shares; 2026Q1: not reported; 2026Q2: 196,072 shares 196,072 $114M 2.01% new 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: 95,993 shares; 2024Q4: 88,036 shares; 2025Q1: 82,873 shares; 2025Q2: 81,855 shares; 2025Q3: 80,089 shares; 2025Q4: 75,692 shares; 2026Q1: 100,126 shares; 2026Q2: 121,306 shares 121,306 $113M 2% +21,180 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224,708 shares; 2025Q2: 394,944 shares; 2025Q3: 389,265 shares; 2025Q4: 286,928 shares; 2026Q1: 399,323 shares; 2026Q2: 415,147 shares 415,147 $104M 1.83% +15,824 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: 5,195 shares; 2025Q1: not reported; 2025Q2: 672,351 shares; 2025Q3: 435,106 shares; 2025Q4: 435,112 shares; 2026Q1: 224,258 shares; 2026Q2: 224,322 shares 224,322 $97.2M 1.71% +64 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: 39,721 shares; 2024Q4: 10,074 shares; 2025Q1: 11,616 shares; 2025Q2: 11,999 shares; 2025Q3: 975,027 shares; 2025Q4: 1,646,235 shares; 2026Q1: 1,470,886 shares; 2026Q2: 1,683,763 shares 1,683,763 $95.9M 1.69% +212,877 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: 138,687 shares; 2024Q4: 135,791 shares; 2025Q1: 135,807 shares; 2025Q2: 136,212 shares; 2025Q3: 133,309 shares; 2025Q4: 131,896 shares; 2026Q1: 131,511 shares; 2026Q2: 77,995 shares 77,995 $93.5M 1.65% -53,516 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,461 shares; 2024Q4: 73,320 shares; 2025Q1: 131,157 shares; 2025Q2: 130,240 shares; 2025Q3: 127,495 shares; 2025Q4: 125,583 shares; 2026Q1: 124,973 shares; 2026Q2: 121,025 shares 121,025 $91.4M 1.61% -3,948 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: 912,386 shares; 2024Q4: 1,017,556 shares; 2025Q1: 837,569 shares; 2025Q2: 825,739 shares; 2025Q3: 813,590 shares; 2025Q4: 801,592 shares; 2026Q1: 801,725 shares; 2026Q2: 791,992 shares 791,992 $89.7M 1.58% -9,733 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,153 shares; 2024Q4: 519,512 shares; 2025Q1: 13,879 shares; 2025Q2: 7,145 shares; 2025Q3: 16,851 shares; 2025Q4: 314,912 shares; 2026Q1: 367,161 shares; 2026Q2: 418,490 shares 418,490 $87.5M 1.54% +51,329 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: 192,845 shares; 2024Q4: 191,653 shares; 2025Q1: 123,063 shares; 2025Q2: 121,908 shares; 2025Q3: 164,355 shares; 2025Q4: 214,209 shares; 2026Q1: 199,791 shares; 2026Q2: 204,216 shares 204,216 $85.9M 1.51% +4,425 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: 646,601 shares; 2024Q4: 637,387 shares; 2025Q1: 775,269 shares; 2025Q2: 753,229 shares; 2025Q3: 740,686 shares; 2025Q4: 728,673 shares; 2026Q1: 729,273 shares; 2026Q2: 440,257 shares 440,257 $83.5M 1.47% -289,016 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: 380,516 shares; 2024Q4: 8,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,960 shares; 2026Q1: 302,127 shares; 2026Q2: 642,053 shares 642,053 $82.5M 1.45% +339,926 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: 5,661 shares; 2025Q3: 5,632 shares; 2025Q4: 250,578 shares; 2026Q1: 312,818 shares; 2026Q2: 472,263 shares 472,263 $80.2M 1.41% +159,445 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: 148,536 shares; 2024Q4: 234,230 shares; 2025Q1: 281,115 shares; 2025Q2: 272,249 shares; 2025Q3: 276,461 shares; 2025Q4: 2,936 shares; 2026Q1: 58,904 shares; 2026Q2: 519,661 shares 519,661 $76.2M 1.34% +460,757 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: 354,058 shares; 2024Q4: 348,629 shares; 2025Q1: 231,973 shares; 2025Q2: 147,332 shares; 2025Q3: 145,286 shares; 2025Q4: 206,771 shares; 2026Q1: 199,916 shares; 2026Q2: 206,596 shares 206,596 $69.9M 1.23% +6,680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,058 shares; 2026Q2: 166,764 shares 166,764 $66.2M 1.17% +15,706 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: 557,220 shares; 2024Q4: 788,005 shares; 2025Q1: 806,385 shares; 2025Q2: 1,332,768 shares; 2025Q3: 1,361,696 shares; 2025Q4: 1,309,688 shares; 2026Q1: 1,270,461 shares; 2026Q2: 689,376 shares 689,376 $63.6M 1.12% -581,085 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: 212,541 shares; 2024Q4: 260,200 shares; 2025Q1: 293,774 shares; 2025Q2: 356,778 shares; 2025Q3: 343,326 shares; 2025Q4: 298,249 shares; 2026Q1: 148,009 shares; 2026Q2: 104,520 shares 104,520 $58.9M 1.04% -43,489 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: 643,691 shares; 2024Q4: 630,956 shares; 2025Q1: 625,233 shares; 2025Q2: 619,970 shares; 2025Q3: 363,808 shares; 2025Q4: 338,876 shares; 2026Q1: 624,095 shares; 2026Q2: 398,682 shares 398,682 $54.5M 0.96% -225,413 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: 129,816 shares; 2024Q4: 126,677 shares; 2025Q1: 125,709 shares; 2025Q2: 124,345 shares; 2025Q3: 121,588 shares; 2025Q4: 194,919 shares; 2026Q1: 277,890 shares; 2026Q2: 197,407 shares 197,407 $53.4M 0.94% -80,483 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: not reported; 2024Q4: 55,419 shares; 2025Q1: 76,826 shares; 2025Q2: 77,075 shares; 2025Q3: 75,481 shares; 2025Q4: 88,039 shares; 2026Q1: 215,279 shares; 2026Q2: 347,978 shares 347,978 $52.7M 0.93% +132,699 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390,807 shares; 2026Q2: 401,963 shares 401,963 $48.3M 0.85% +11,156 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245,263 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746,304 shares; 2026Q2: 729,447 shares 729,447 $45.9M 0.81% -16,857 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,797 shares; 2025Q2: 191,919 shares; 2025Q3: 188,743 shares; 2025Q4: 257,768 shares; 2026Q1: 250,018 shares; 2026Q2: 133,325 shares 133,325 $42.3M 0.75% -116,693 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: 62,804 shares; 2024Q4: 73,250 shares; 2025Q1: 62,030 shares; 2025Q2: 62,412 shares; 2025Q3: 30,267 shares; 2025Q4: 2,226 shares; 2026Q1: 440,571 shares; 2026Q2: 412,821 shares 412,821 $41M 0.72% -27,750 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 33,296 shares 33,296 $28.6M 0.5% new 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: 269,531 shares; 2024Q4: 268,949 shares; 2025Q1: 80,719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,310 shares 81,310 $27.2M 0.48% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,864 shares 39,864 $25.5M 0.45% new 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: 135,923 shares 135,923 $23.2M 0.41% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335,130 shares; 2024Q4: 1,265,728 shares; 2025Q1: 1,266,991 shares; 2025Q2: 1,253,636 shares; 2025Q3: 193,580 shares; 2025Q4: 230,025 shares; 2026Q1: 219,134 shares; 2026Q2: 260,525 shares 260,525 $21.2M 0.37% +41,391 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,934 shares; 2024Q4: 57,308 shares; 2025Q1: 56,434 shares; 2025Q2: 31,795 shares; 2025Q3: 54,503 shares; 2025Q4: 82,788 shares; 2026Q1: 84,716 shares; 2026Q2: 86,877 shares 86,877 $19.7M 0.35% +2,161 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: 28,117 shares; 2024Q4: 50,974 shares; 2025Q1: 79,912 shares; 2025Q2: 22,022 shares; 2025Q3: 21,381 shares; 2025Q4: 42,900 shares; 2026Q1: 75,082 shares; 2026Q2: 25,612 shares 25,612 $19.1M 0.34% -49,470 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 52,355 shares 52,355 $16.4M 0.29% new 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: 102,573 shares; 2024Q4: 101,303 shares; 2025Q1: 109,780 shares; 2025Q2: 81,431 shares; 2025Q3: 98,372 shares; 2025Q4: 107,448 shares; 2026Q1: 74,797 shares; 2026Q2: 50,544 shares 50,544 $14.2M 0.25% -24,253 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: 122,413 shares; 2024Q4: 120,646 shares; 2025Q1: 131,823 shares; 2025Q2: 48,725 shares; 2025Q3: 47,466 shares; 2025Q4: 47,979 shares; 2026Q1: 80,155 shares; 2026Q2: 103,100 shares 103,100 $11.8M 0.21% +22,945 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,847 shares; 2024Q4: 11,075 shares; 2025Q1: 11,431 shares; 2025Q2: 11,994 shares; 2025Q3: 17,099 shares; 2025Q4: 21,116 shares; 2026Q1: 16,453 shares; 2026Q2: 15,466 shares 15,466 $11.4M 0.2% -987 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: 134,629 shares; 2024Q4: 132,341 shares; 2025Q1: 34,872 shares; 2025Q2: 35,058 shares; 2025Q3: 38,210 shares; 2025Q4: 38,346 shares; 2026Q1: 24,395 shares; 2026Q2: 19,538 shares 19,538 $8.33M 0.15% -4,857 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 14,031 shares 14,031 $7.23M 0.13% new 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: 26,771 shares; 2024Q4: 27,523 shares; 2025Q1: 24,855 shares; 2025Q2: 18,903 shares; 2025Q3: 20,522 shares; 2025Q4: 19,053 shares; 2026Q1: 17,579 shares; 2026Q2: 19,263 shares 19,263 $6.81M 0.12% +1,684 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: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,800 shares; 2025Q2: 1,905 shares; 2025Q3: 1,868 shares; 2025Q4: 57,500 shares; 2026Q1: 89,771 shares; 2026Q2: 37,284 shares 37,284 $6.18M 0.11% -52,487 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: 62,576 shares; 2026Q2: 23,243 shares 23,243 $6.05M 0.11% -39,333 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 2,857 shares; 2026Q2: 19,896 shares 19,896 $6.03M 0.11% +17,039 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: 905 shares; 2024Q4: 890 shares; 2025Q1: 18,257 shares; 2025Q2: 9,923 shares; 2025Q3: 9,698 shares; 2025Q4: 9,627 shares; 2026Q1: 9,659 shares; 2026Q2: 11,612 shares 11,612 $5.91M 0.1% +1,953 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: 11,062 shares; 2024Q4: 14,793 shares; 2025Q1: 17,852 shares; 2025Q2: 15,787 shares; 2025Q3: 9,021 shares; 2025Q4: 8,825 shares; 2026Q1: 11,035 shares; 2026Q2: 10,580 shares 10,580 $2.56M 0.05% -455 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: 427,775 shares; 2024Q4: 404,398 shares; 2025Q1: 414,761 shares; 2025Q2: 511,778 shares; 2025Q3: 501,671 shares; 2025Q4: 496,542 shares; 2026Q1: 278,337 shares; 2026Q2: 7,988 shares 7,988 $2.01M 0.04% -270,349 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: 9,354 shares; 2024Q4: 10,009 shares; 2025Q1: 14,901 shares; 2025Q2: 15,547 shares; 2025Q3: 15,252 shares; 2025Q4: 11,010 shares; 2026Q1: 69,969 shares; 2026Q2: 7,729 shares 7,729 $1.97M 0.03% -62,240 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: 161,005 shares; 2024Q4: 297,537 shares; 2025Q1: 295,302 shares; 2025Q2: 292,712 shares; 2025Q3: 289,243 shares; 2025Q4: 285,668 shares; 2026Q1: 48,011 shares; 2026Q2: 5,250 shares 5,250 $1.79M 0.03% -42,761 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: 5,240 shares; 2024Q4: 5,338 shares; 2025Q1: 6,461 shares; 2025Q2: 5,761 shares; 2025Q3: 3,775 shares; 2025Q4: 2,932 shares; 2026Q1: 3,032 shares; 2026Q2: 12,655 shares 12,655 $1.57M 0.03% +9,623 Timeline SDY 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: 2,534 shares; 2025Q2: 2,338 shares; 2025Q3: 8,520 shares; 2025Q4: 8,487 shares; 2026Q1: 9,823 shares; 2026Q2: 8,654 shares 8,654 $1.32M 0.02% -1,169 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804 shares; 2024Q4: 19,048 shares; 2025Q1: 4,556 shares; 2025Q2: 1,970 shares; 2025Q3: 1,812 shares; 2025Q4: 5,843 shares; 2026Q1: 3,573 shares; 2026Q2: 3,145 shares 3,145 $1.29M 0.02% -428 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: 3,506 shares; 2024Q4: 3,653 shares; 2025Q1: 4,351 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 4,371 shares; 2026Q1: 4,345 shares; 2026Q2: 3,992 shares 3,992 $1.19M 0.02% -353 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares; 2026Q2: 3,030 shares 3,030 $1.07M 0.02% +50 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: 1,101 shares; 2024Q4: 1,406 shares; 2025Q1: 1,421 shares; 2025Q2: 1,441 shares; 2025Q3: 3,665 shares; 2025Q4: 2,742 shares; 2026Q1: 2,738 shares; 2026Q2: 2,269 shares 2,269 $836K 0.01% -469 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: 25,100 shares; 2024Q4: 25,100 shares; 2025Q1: 5,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,100 shares; 2026Q1: 4,980 shares; 2026Q2: 4,980 shares 4,980 $697K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,833 shares; 2025Q1: 4,408 shares; 2025Q2: 4,550 shares; 2025Q3: 4,450 shares; 2025Q4: 5,328 shares; 2026Q1: 5,335 shares; 2026Q2: 4,816 shares 4,816 $659K 0.01% -519 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,435 shares; 2024Q4: 13,559 shares; 2025Q1: 11,791 shares; 2025Q2: 10,404 shares; 2025Q3: 11,728 shares; 2025Q4: 12,066 shares; 2026Q1: 10,612 shares; 2026Q2: 7,701 shares 7,701 $636K 0.01% -2,911 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,842 shares; 2025Q2: 6,970 shares; 2025Q3: 6,817 shares; 2025Q4: 6,627 shares; 2026Q1: 6,583 shares; 2026Q2: 5,960 shares 5,960 $617K 0.01% -623 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,938 shares; 2024Q4: 2,810 shares; 2025Q1: 3,302 shares; 2025Q2: 3,427 shares; 2025Q3: 3,346 shares; 2025Q4: 5,313 shares; 2026Q1: 5,320 shares; 2026Q2: 4,756 shares 4,756 $602K 0.01% -564 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,531 shares; 2025Q1: 4,240 shares; 2025Q2: 4,015 shares; 2025Q3: 4,856 shares; 2025Q4: 4,961 shares; 2026Q1: 5,706 shares; 2026Q2: 5,706 shares 5,706 $593K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,043 shares; 2025Q1: 13,702 shares; 2025Q2: not reported; 2025Q3: 26,763 shares; 2025Q4: 26,319 shares; 2026Q1: 26,347 shares; 2026Q2: 23,858 shares 23,858 $575K 0.01% -2,489 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 4,990 shares; 2025Q1: 5,741 shares; 2025Q2: 5,334 shares; 2025Q3: 5,225 shares; 2025Q4: 5,065 shares; 2026Q1: 5,072 shares; 2026Q2: 4,501 shares 4,501 $569K 0.01% -571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,192 shares 2,192 $557K 0.01% new 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: 111,501 shares; 2024Q4: 110,249 shares; 2025Q1: 130,703 shares; 2025Q2: 126,702 shares; 2025Q3: 92,383 shares; 2025Q4: 15,726 shares; 2026Q1: 8,491 shares; 2026Q2: 7,782 shares 7,782 $556K 0.01% -709 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 30,000 shares; 2025Q3: 24,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $551K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,823 shares; 2024Q4: 174,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,050 shares 2,050 $534K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,523 shares 4,523 $509K 0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,095 shares; 2026Q2: 10,379 shares 10,379 $494K 0.01% +284 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 6,529 shares; 2026Q1: 7,405 shares; 2026Q2: 6,649 shares 6,649 $466K 0.01% -756 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: 1,214 shares; 2024Q4: 1,199 shares; 2025Q1: 1,056 shares; 2025Q2: 949 shares; 2025Q3: 1,371 shares; 2025Q4: 1,354 shares; 2026Q1: 1,963 shares; 2026Q2: 1,013 shares 1,013 $457K 0.01% -950 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 20,022 shares 20,022 $446K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,345 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares; 2026Q1: 2,331 shares; 2026Q2: 2,331 shares 2,331 $422K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,807 shares 1,807 $385K 0.01% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,502 shares; 2025Q1: 1,737 shares; 2025Q2: 1,792 shares; 2025Q3: 1,752 shares; 2025Q4: 2,880 shares; 2026Q1: 2,861 shares; 2026Q2: 2,593 shares 2,593 $380K 0.01% -268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,246 shares 1,246 $371K 0.01% new 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: 1,004 shares; 2024Q4: 1,103 shares; 2025Q1: 1,281 shares; 2025Q2: 1,330 shares; 2025Q3: 1,302 shares; 2025Q4: 1,260 shares; 2026Q1: 1,268 shares; 2026Q2: 1,163 shares 1,163 $370K 0.01% -105 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: 162,042 shares; 2024Q4: 158,663 shares; 2025Q1: 156,081 shares; 2025Q2: 154,696 shares; 2025Q3: 152,999 shares; 2025Q4: 2,000 shares; 2026Q1: 1,045 shares; 2026Q2: 1,023 shares 1,023 $361K 0.01% -22 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,990 shares; 2025Q1: 2,379 shares; 2025Q2: 2,475 shares; 2025Q3: 2,420 shares; 2025Q4: 2,343 shares; 2026Q1: 2,328 shares; 2026Q2: 2,113 shares 2,113 $330K 0.01% -215 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,407 shares; 2024Q4: 5,813 shares; 2025Q1: 6,792 shares; 2025Q2: 7,093 shares; 2025Q3: 6,590 shares; 2025Q4: 6,315 shares; 2026Q1: 6,272 shares; 2026Q2: 5,696 shares 5,696 $328K 0.01% -576 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,679 shares; 2024Q4: 6,124 shares; 2025Q1: 6,915 shares; 2025Q2: 7,125 shares; 2025Q3: 6,954 shares; 2025Q4: 6,724 shares; 2026Q1: 6,673 shares; 2026Q2: 6,144 shares 6,144 $322K 0.01% -529 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: 2,529 shares; 2024Q4: 2,648 shares; 2025Q1: 2,921 shares; 2025Q2: 2,999 shares; 2025Q3: 2,999 shares; 2025Q4: 2,882 shares; 2026Q1: 2,861 shares; 2026Q2: 2,548 shares 2,548 $322K 0.01% -313 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: 3,539 shares; 2024Q4: 3,842 shares; 2025Q1: 4,523 shares; 2025Q2: 4,689 shares; 2025Q3: 4,589 shares; 2025Q4: 4,445 shares; 2026Q1: 4,416 shares; 2026Q2: 4,092 shares 4,092 $320K 0.01% -324 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: 2,486 shares; 2024Q4: 2,451 shares; 2025Q1: 1,237 shares; 2025Q2: 977 shares; 2025Q3: 962 shares; 2025Q4: 989 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $319K 0.01% 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: 96,513 shares; 2024Q4: 95,140 shares; 2025Q1: 13,107 shares; 2025Q2: 12,828 shares; 2025Q3: 47,443 shares; 2025Q4: 39,546 shares; 2026Q1: 328 shares; 2026Q2: 280 shares 280 $317K 0.01% -48 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: 131,839 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 984 shares; 2026Q1: 978 shares; 2026Q2: 863 shares 863 $313K 0.01% -115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,048 shares; 2025Q3: 1,027 shares; 2025Q4: 997 shares; 2026Q1: 991 shares; 2026Q2: 872 shares 872 $309K 0.01% -119 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: 948 shares; 2024Q4: 1,069 shares; 2025Q1: 1,283 shares; 2025Q2: 1,336 shares; 2025Q3: 1,309 shares; 2025Q4: 1,269 shares; 2026Q1: 1,262 shares; 2026Q2: 1,105 shares 1,105 $299K 0.01% -157 Timeline VV 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: 760 shares; 2024Q4: 1,961 shares; 2025Q1: 1,464 shares; 2025Q2: 2,058 shares; 2025Q3: 2,147 shares; 2025Q4: 4,002 shares; 2026Q1: 2,028 shares; 2026Q2: 832 shares 832 $286K 0.01% -1,196 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: not reported; 2024Q4: not reported; 2025Q1: 37,454 shares; 2025Q2: 38,059 shares; 2025Q3: 24,343 shares; 2025Q4: 23,886 shares; 2026Q1: 24,091 shares; 2026Q2: 902 shares 902 $262K <0.01% -23,189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares; 2026Q1: 2,528 shares; 2026Q2: 1,548 shares 1,548 $262K <0.01% -980 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,677 shares; 2025Q2: 5,945 shares; 2025Q3: 5,547 shares; 2025Q4: 5,376 shares; 2026Q1: 5,344 shares; 2026Q2: 4,775 shares 4,775 $251K <0.01% -569 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: not reported; 2025Q2: not reported; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares 2,601 $251K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 5,490 shares; 2025Q1: 6,514 shares; 2025Q2: 6,759 shares; 2025Q3: 6,629 shares; 2025Q4: 6,450 shares; 2026Q1: 6,211 shares; 2026Q2: 5,739 shares 5,739 $219K <0.01% -472 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 2,893 shares; 2026Q1: 2,875 shares; 2026Q2: 1,350 shares 1,350 $216K <0.01% -1,525 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,877 shares 2,877 $207K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 154,364 shares; 2025Q4: 149,453 shares; 2026Q1: 299,350 shares; 2026Q2: 1,756 shares 1,756 $205K <0.01% -297,594 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,696 shares; 2024Q4: 366,814 shares; 2025Q1: 374,659 shares; 2025Q2: 192,842 shares; 2025Q3: 185,733 shares; 2025Q4: 182,979 shares; 2026Q1: 1,899 shares; 2026Q2: 1,218 shares 1,218 $204K <0.01% -681 Timeline