MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296,836 shares; 2024Q4: 1,253,590 shares; 2025Q1: 1,182,109 shares; 2025Q2: 1,136,495 shares 1,136,495 $565M 4.03% -45,614 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955,402 shares; 2024Q4: 1,856,306 shares; 2025Q1: 1,804,596 shares; 2025Q2: 1,755,454 shares 1,755,454 $360M 2.57% -49,142 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,003 shares; 2024Q4: 1,027,602 shares; 2025Q1: 1,013,605 shares; 2025Q2: 955,538 shares 955,538 $277M 1.98% -58,067 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402,505 shares; 2024Q4: 1,388,156 shares; 2025Q1: 1,337,747 shares; 2025Q2: 1,249,552 shares 1,249,552 $220M 1.57% -88,195 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652,557 shares; 2024Q4: 2,649,832 shares; 2025Q1: 2,621,959 shares; 2025Q2: 2,825,916 shares 2,825,916 $196M 1.4% +203,957 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,238 shares; 2024Q4: 669,916 shares; 2025Q1: 646,946 shares; 2025Q2: 550,016 shares 550,016 $195M 1.39% -96,930 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264,739 shares; 2024Q4: 1,167,054 shares; 2025Q1: 1,084,185 shares; 2025Q2: 1,066,466 shares 1,066,466 $189M 1.35% -17,719 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449,817 shares; 2024Q4: 1,133,711 shares; 2025Q1: 1,139,603 shares; 2025Q2: 1,060,270 shares 1,060,270 $166M 1.18% -79,333 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,093 shares; 2024Q4: 1,049,623 shares; 2025Q1: 1,049,813 shares; 2025Q2: 1,137,864 shares 1,137,864 $163M 1.16% +88,051 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,311 shares; 2024Q4: 612,446 shares; 2025Q1: 531,922 shares; 2025Q2: 541,631 shares 541,631 $162M 1.15% +9,709 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,709 shares; 2024Q4: 1,085,655 shares; 2025Q1: 1,092,003 shares; 2025Q2: 1,014,444 shares 1,014,444 $155M 1.11% -77,559 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,612 shares; 2024Q4: 520,172 shares; 2025Q1: 511,992 shares; 2025Q2: 497,530 shares 497,530 $153M 1.09% -14,462 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,822 shares; 2024Q4: 545,932 shares; 2025Q1: 780,012 shares; 2025Q2: 965,386 shares 965,386 $153M 1.09% +185,374 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,138 shares; 2024Q4: 296,857 shares; 2025Q1: 300,974 shares; 2025Q2: 368,660 shares 368,660 $151M 1.07% +67,686 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,038 shares; 2024Q4: 1,052,290 shares; 2025Q1: 1,112,477 shares; 2025Q2: 1,100,356 shares 1,100,356 $141M 1.01% -12,121 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,329 shares; 2024Q4: 301,614 shares; 2025Q1: 297,070 shares; 2025Q2: 297,512 shares 297,512 $133M 0.95% +442 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,355 shares; 2024Q4: 149,078 shares; 2025Q1: 131,659 shares; 2025Q2: 129,590 shares 129,590 $128M 0.92% -2,069 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,189 shares; 2024Q4: 519,098 shares; 2025Q1: 513,529 shares; 2025Q2: 518,722 shares 518,722 $128M 0.91% +5,193 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,487 shares; 2024Q4: 564,030 shares; 2025Q1: 588,142 shares; 2025Q2: 577,772 shares 577,772 $126M 0.9% -10,370 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,588 shares; 2024Q4: 795,780 shares; 2025Q1: 804,777 shares; 2025Q2: 833,789 shares 833,789 $124M 0.89% +29,012 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286,309 shares; 2024Q4: 1,306,329 shares; 2025Q1: 1,325,479 shares; 2025Q2: 1,369,674 shares 1,369,674 $123M 0.88% +44,195 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,123 shares; 2024Q4: 328,220 shares; 2025Q1: 320,968 shares; 2025Q2: 309,835 shares 309,835 $123M 0.87% -11,133 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,096 shares; 2024Q4: 949,586 shares; 2025Q1: 945,128 shares; 2025Q2: 965,652 shares 965,652 $123M 0.87% +20,524 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,235 shares; 2024Q4: 447,137 shares; 2025Q1: 446,892 shares; 2025Q2: 416,817 shares 416,817 $121M 0.86% -30,075 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,067 shares; 2024Q4: 242,172 shares; 2025Q1: 246,351 shares; 2025Q2: 247,434 shares 247,434 $120M 0.86% +1,083 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345,806 shares; 2024Q4: 3,036,316 shares; 2025Q1: 2,699,046 shares; 2025Q2: 2,746,208 shares 2,746,208 $120M 0.86% +47,162 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,955 shares; 2024Q4: 502,783 shares; 2025Q1: 498,105 shares; 2025Q2: 508,120 shares 508,120 $118M 0.84% +10,015 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758,298 shares; 2024Q4: 1,752,000 shares; 2025Q1: 1,761,844 shares; 2025Q2: 1,653,731 shares 1,653,731 $115M 0.82% -108,113 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963,184 shares; 2024Q4: 1,781,415 shares; 2025Q1: 1,763,845 shares; 2025Q2: 1,796,719 shares 1,796,719 $115M 0.82% +32,874 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,492 shares; 2024Q4: 928,854 shares; 2025Q1: 863,619 shares; 2025Q2: 878,593 shares 878,593 $111M 0.79% +14,974 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510,755 shares; 2024Q4: 2,504,968 shares; 2025Q1: 2,942,495 shares; 2025Q2: 2,965,832 shares 2,965,832 $108M 0.77% +23,337 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,965 shares; 2024Q4: 592,196 shares; 2025Q1: 564,893 shares; 2025Q2: 585,296 shares 585,296 $107M 0.76% +20,403 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253,815 shares; 2024Q4: 1,379,290 shares; 2025Q1: 1,437,977 shares; 2025Q2: 1,465,621 shares 1,465,621 $104M 0.74% +27,644 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,919 shares; 2024Q4: 417,567 shares; 2025Q1: 287,800 shares; 2025Q2: 294,325 shares 294,325 $103M 0.73% +6,525 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,112 shares; 2024Q4: 249,221 shares; 2025Q1: 238,990 shares; 2025Q2: 199,491 shares 199,491 $101M 0.72% -39,499 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787,796 shares; 2024Q4: 775,635 shares; 2025Q1: 762,081 shares; 2025Q2: 735,552 shares 735,552 $97.1M 0.69% -26,529 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,898 shares; 2024Q4: 498,829 shares; 2025Q1: 495,557 shares; 2025Q2: 420,967 shares 420,967 $96.9M 0.69% -74,590 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,105 shares; 2024Q4: 469,726 shares; 2025Q1: 608,020 shares; 2025Q2: 668,432 shares 668,432 $96.3M 0.69% +60,412 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,980 shares; 2024Q4: 1,055,321 shares; 2025Q1: 1,046,667 shares; 2025Q2: 1,109,922 shares 1,109,922 $96.2M 0.69% +63,255 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308,611 shares; 2024Q4: 3,031,574 shares; 2025Q1: 3,002,668 shares; 2025Q2: 3,034,123 shares 3,034,123 $95.8M 0.68% +31,455 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,639 shares; 2024Q4: 218,681 shares; 2025Q1: 224,971 shares; 2025Q2: 297,091 shares 297,091 $94.8M 0.68% +72,120 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962,692 shares; 2024Q4: 2,126,907 shares; 2025Q1: 2,476,811 shares; 2025Q2: 2,544,883 shares 2,544,883 $94.5M 0.67% +68,072 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,849 shares; 2024Q4: 1,412,533 shares; 2025Q1: 1,398,049 shares; 2025Q2: 1,405,068 shares 1,405,068 $93.5M 0.67% +7,019 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,079 shares; 2024Q4: 990,094 shares; 2025Q1: 951,469 shares; 2025Q2: 861,882 shares 861,882 $92.9M 0.66% -89,587 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249,028 shares; 2024Q4: 1,468,854 shares; 2025Q1: 1,455,496 shares; 2025Q2: 1,483,309 shares 1,483,309 $92.2M 0.66% +27,813 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823,126 shares; 2024Q4: 3,090,587 shares; 2025Q1: 3,178,608 shares; 2025Q2: 4,003,770 shares 4,003,770 $90M 0.64% +825,162 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881,950 shares; 2024Q4: 1,877,157 shares; 2025Q1: 1,856,301 shares; 2025Q2: 1,646,933 shares 1,646,933 $89.2M 0.64% -209,368 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,497 shares; 2024Q4: 205,907 shares; 2025Q1: 202,482 shares; 2025Q2: 289,635 shares 289,635 $86.4M 0.62% +87,153 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,895 shares; 2024Q4: 487,283 shares; 2025Q1: 421,859 shares; 2025Q2: 387,682 shares 387,682 $85.8M 0.61% -34,177 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,760 shares; 2024Q4: 804,345 shares; 2025Q1: 926,595 shares; 2025Q2: 1,118,163 shares 1,118,163 $84.7M 0.6% +191,568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,686 shares; 2024Q4: 672,326 shares; 2025Q1: 671,379 shares; 2025Q2: 649,239 shares 649,239 $82.8M 0.59% -22,140 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,991 shares; 2024Q4: 656,337 shares; 2025Q1: 1,003,478 shares; 2025Q2: 1,083,026 shares 1,083,026 $82.1M 0.59% +79,548 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,772 shares; 2024Q4: 256,934 shares; 2025Q1: 482,323 shares; 2025Q2: 512,119 shares 512,119 $81.6M 0.58% +29,796 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075,076 shares; 2024Q4: 1,084,700 shares; 2025Q1: 1,075,814 shares; 2025Q2: 1,098,218 shares 1,098,218 $81.6M 0.58% +22,404 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,608 shares; 2024Q4: 915,722 shares; 2025Q1: 1,118,331 shares; 2025Q2: 1,089,940 shares 1,089,940 $81.3M 0.58% -28,391 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,091 shares; 2024Q4: 29,560 shares; 2025Q1: 27,754 shares; 2025Q2: 21,365 shares 21,365 $79.3M 0.57% -6,389 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,788 shares; 2024Q4: 318,922 shares; 2025Q1: 330,059 shares; 2025Q2: 337,573 shares 337,573 $78.7M 0.56% +7,514 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,105 shares; 2024Q4: 305,768 shares; 2025Q1: 292,148 shares; 2025Q2: 306,051 shares 306,051 $78.3M 0.56% +13,903 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,912 shares; 2024Q4: 224,741 shares; 2025Q1: 256,271 shares; 2025Q2: 323,980 shares 323,980 $77.8M 0.56% +67,709 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,205 shares; 2024Q4: 1,058,507 shares; 2025Q1: 1,052,678 shares; 2025Q2: 1,070,858 shares 1,070,858 $77M 0.55% +18,180 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,177 shares; 2024Q4: 290,219 shares; 2025Q1: 289,633 shares; 2025Q2: 355,613 shares 355,613 $76.2M 0.54% +65,980 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,252 shares; 2024Q4: 210,537 shares; 2025Q1: 212,978 shares; 2025Q2: 244,971 shares 244,971 $76.2M 0.54% +31,993 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,100 shares; 2024Q4: 359,695 shares; 2025Q1: 359,909 shares; 2025Q2: 320,140 shares 320,140 $74.1M 0.53% -39,769 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,299 shares; 2024Q4: 462,399 shares; 2025Q1: 503,221 shares; 2025Q2: 580,638 shares 580,638 $73.3M 0.52% +77,417 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,113 shares; 2024Q4: 691,513 shares; 2025Q1: 684,974 shares; 2025Q2: 679,318 shares 679,318 $73.2M 0.52% -5,656 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280,926 shares; 2024Q4: 1,284,140 shares; 2025Q1: 1,193,033 shares; 2025Q2: 1,198,524 shares 1,198,524 $73.2M 0.52% +5,491 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,244 shares; 2024Q4: 269,708 shares; 2025Q1: 263,203 shares; 2025Q2: 253,613 shares 253,613 $71.5M 0.51% -9,590 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,281 shares; 2024Q4: 193,895 shares; 2025Q1: 191,822 shares; 2025Q2: 163,206 shares 163,206 $70.9M 0.51% -28,616 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,831 shares; 2024Q4: 328,743 shares; 2025Q1: 330,822 shares; 2025Q2: 339,975 shares 339,975 $70.5M 0.5% +9,153 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,451 shares; 2024Q4: 920,583 shares; 2025Q1: 911,431 shares; 2025Q2: 922,895 shares 922,895 $69.5M 0.5% +11,464 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,216 shares; 2024Q4: 64,040 shares; 2025Q1: 94,123 shares; 2025Q2: 91,722 shares 91,722 $67.7M 0.48% -2,401 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,848,303 shares; 2025Q2: 3,543,536 shares 3,543,536 $67.2M 0.48% +695,233 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,464 shares; 2024Q4: 232,014 shares; 2025Q1: 272,474 shares; 2025Q2: 381,517 shares 381,517 $67M 0.48% +109,043 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,999 shares; 2024Q4: 509,601 shares; 2025Q1: 509,206 shares; 2025Q2: 601,564 shares 601,564 $66.1M 0.47% +92,358 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,332 shares; 2024Q4: 564,184 shares; 2025Q1: 559,482 shares; 2025Q2: 566,732 shares 566,732 $65.4M 0.47% +7,250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 112,566 shares; 2025Q1: 299,939 shares; 2025Q2: 295,275 shares 295,275 $64.8M 0.46% -4,664 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,538 shares; 2024Q4: 831,627 shares; 2025Q1: 819,282 shares; 2025Q2: 800,166 shares 800,166 $63.9M 0.46% -19,116 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977,268 shares; 2024Q4: 1,065,484 shares; 2025Q1: 997,302 shares; 2025Q2: 976,203 shares 976,203 $63.8M 0.45% -21,099 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,170 shares; 2024Q4: 296,063 shares; 2025Q1: 294,562 shares; 2025Q2: 203,957 shares 203,957 $63.6M 0.45% -90,605 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,073 shares; 2025Q2: 693,322 shares 693,322 $63.2M 0.45% +215,249 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,260 shares; 2024Q4: 288,785 shares; 2025Q1: 285,740 shares; 2025Q2: 276,626 shares 276,626 $62.7M 0.45% -9,114 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,950 shares; 2025Q1: 214,147 shares; 2025Q2: 255,377 shares 255,377 $62.4M 0.44% +41,230 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 11,221 shares; 2025Q1: 11,350 shares; 2025Q2: 10,721 shares 10,721 $62.1M 0.44% -629 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,709 shares; 2024Q4: 641,863 shares; 2025Q1: 641,094 shares; 2025Q2: 678,929 shares 678,929 $61.9M 0.44% +37,835 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,479 shares; 2024Q4: 194,820 shares; 2025Q1: 194,847 shares; 2025Q2: 210,036 shares 210,036 $61.8M 0.44% +15,189 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,279 shares; 2024Q4: 58,966 shares; 2025Q1: 59,264 shares; 2025Q2: 58,714 shares 58,714 $61.1M 0.44% -550 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,279 shares; 2024Q4: 1,002,004 shares; 2025Q1: 990,619 shares; 2025Q2: 957,132 shares 957,132 $60.9M 0.43% -33,487 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,718 shares; 2024Q4: 277,571 shares; 2025Q1: 273,006 shares; 2025Q2: 267,255 shares 267,255 $59.9M 0.43% -5,751 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,234 shares; 2024Q4: 305,264 shares; 2025Q1: 300,326 shares; 2025Q2: 344,605 shares 344,605 $59.5M 0.42% +44,279 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,100 shares; 2024Q4: 300,617 shares; 2025Q1: 279,906 shares; 2025Q2: 268,216 shares 268,216 $59.5M 0.42% -11,690 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,427 shares; 2024Q4: 820,116 shares; 2025Q1: 826,332 shares; 2025Q2: 845,911 shares 845,911 $59M 0.42% +19,579 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,327 shares; 2024Q4: 463,087 shares; 2025Q1: 455,040 shares; 2025Q2: 572,267 shares 572,267 $57.8M 0.41% +117,227 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,770 shares; 2024Q4: 61,715 shares; 2025Q1: 498,520 shares; 2025Q2: 540,814 shares 540,814 $57.6M 0.41% +42,294 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,815 shares; 2024Q4: 433,338 shares; 2025Q1: 331,790 shares; 2025Q2: 350,131 shares 350,131 $57.2M 0.41% +18,341 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,400 shares; 2024Q4: 367,155 shares; 2025Q1: 353,837 shares; 2025Q2: 336,285 shares 336,285 $56.7M 0.4% -17,552 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,360 shares; 2024Q4: 239,310 shares; 2025Q1: 235,081 shares; 2025Q2: 229,741 shares 229,741 $56.3M 0.4% -5,340 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,233 shares; 2024Q4: 467,394 shares; 2025Q1: 464,545 shares; 2025Q2: 491,547 shares 491,547 $56.2M 0.4% +27,002 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,057 shares; 2024Q4: 648,516 shares; 2025Q1: 639,056 shares; 2025Q2: 623,633 shares 623,633 $56M 0.4% -15,423 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,515 shares; 2024Q4: 690,053 shares; 2025Q1: 677,830 shares; 2025Q2: 536,874 shares 536,874 $55.2M 0.39% -140,956 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,193 shares; 2024Q4: 199,037 shares; 2025Q1: 164,029 shares; 2025Q2: 203,292 shares 203,292 $54.9M 0.39% +39,263 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047,911 shares; 2024Q4: 1,069,360 shares; 2025Q1: 1,075,611 shares; 2025Q2: 1,140,901 shares 1,140,901 $54.4M 0.39% +65,290 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,316 shares; 2024Q4: 290,508 shares; 2025Q1: 294,709 shares; 2025Q2: 308,463 shares 308,463 $54.1M 0.39% +13,754 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787,605 shares; 2024Q4: 1,797,489 shares; 2025Q1: 1,606,948 shares; 2025Q2: 1,234,750 shares 1,234,750 $54M 0.39% -372,198 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,751 shares; 2024Q4: 777,254 shares; 2025Q1: 787,518 shares; 2025Q2: 822,774 shares 822,774 $53.9M 0.38% +35,256 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,769 shares; 2024Q4: 48,567 shares; 2025Q1: 49,686 shares; 2025Q2: 60,004 shares 60,004 $53.7M 0.38% +10,318 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,552 shares; 2024Q4: 163,410 shares; 2025Q1: 163,578 shares; 2025Q2: 173,652 shares 173,652 $53.5M 0.38% +10,074 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,005 shares; 2024Q4: 164,845 shares; 2025Q1: 258,256 shares; 2025Q2: 294,468 shares 294,468 $53.1M 0.38% +36,212 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,838 shares; 2024Q4: 618,103 shares; 2025Q1: 616,553 shares; 2025Q2: 602,027 shares 602,027 $51.2M 0.37% -14,526 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,505 shares; 2024Q4: 608,973 shares; 2025Q1: 547,181 shares; 2025Q2: 504,416 shares 504,416 $50.9M 0.36% -42,765 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,524 shares; 2024Q4: 633,623 shares; 2025Q1: 603,176 shares; 2025Q2: 640,733 shares 640,733 $50.7M 0.36% +37,557 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,764 shares; 2024Q4: 612,944 shares; 2025Q1: 612,552 shares; 2025Q2: 622,373 shares 622,373 $50.7M 0.36% +9,821 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,238 shares; 2024Q4: 384,284 shares; 2025Q1: 378,248 shares; 2025Q2: 369,413 shares 369,413 $50M 0.36% -8,835 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,414 shares; 2024Q4: 219,547 shares; 2025Q1: 260,406 shares; 2025Q2: 276,662 shares 276,662 $49.8M 0.36% +16,256 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,271 shares; 2024Q4: 906,551 shares; 2025Q1: 906,727 shares; 2025Q2: 1,162,643 shares 1,162,643 $49.4M 0.35% +255,916 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,060 shares; 2024Q4: 519,072 shares; 2025Q1: 513,134 shares; 2025Q2: 500,848 shares 500,848 $49.3M 0.35% -12,286 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,942 shares; 2024Q4: 32,314 shares; 2025Q1: 34,610 shares; 2025Q2: 41,937 shares 41,937 $49.3M 0.35% +7,327 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,721 shares; 2024Q4: 369,532 shares; 2025Q1: 340,650 shares; 2025Q2: 318,407 shares 318,407 $49.1M 0.35% -22,243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,006 shares; 2024Q4: 211,670 shares; 2025Q1: 205,889 shares; 2025Q2: 196,612 shares 196,612 $48.6M 0.35% -9,277 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,149 shares; 2024Q4: 140,062 shares; 2025Q1: 140,021 shares; 2025Q2: 149,335 shares 149,335 $48.3M 0.34% +9,314 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582,487 shares; 2024Q4: 2,391,955 shares; 2025Q1: 1,667,108 shares; 2025Q2: 1,349,467 shares 1,349,467 $48.2M 0.34% -317,641 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483,572 shares; 2025Q1: 735,757 shares; 2025Q2: 864,851 shares 864,851 $47.5M 0.34% +129,094 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,655 shares; 2024Q4: 134,575 shares; 2025Q1: 134,804 shares; 2025Q2: 151,074 shares 151,074 $47.4M 0.34% +16,270 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,602 shares; 2024Q4: 359,823 shares; 2025Q1: 369,755 shares; 2025Q2: 385,710 shares 385,710 $46.8M 0.33% +15,955 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,335 shares; 2024Q4: 773,757 shares; 2025Q1: 762,656 shares; 2025Q2: 746,913 shares 746,913 $46M 0.33% -15,743 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,208 shares; 2024Q4: 277,520 shares; 2025Q1: 273,220 shares; 2025Q2: 330,218 shares 330,218 $45.9M 0.33% +56,998 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,631 shares; 2024Q4: 289,531 shares; 2025Q1: 298,048 shares; 2025Q2: 283,985 shares 283,985 $45.2M 0.32% -14,063 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,813 shares; 2024Q4: 420,640 shares; 2025Q1: 431,856 shares; 2025Q2: 371,788 shares 371,788 $45.1M 0.32% -60,068 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,145 shares; 2024Q4: 222,519 shares; 2025Q1: 221,740 shares; 2025Q2: 239,056 shares 239,056 $44.8M 0.32% +17,316 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,616 shares; 2024Q4: 874,081 shares; 2025Q1: 866,872 shares; 2025Q2: 845,246 shares 845,246 $44M 0.31% -21,626 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,621 shares; 2024Q4: 1,629,118 shares; 2025Q1: 1,616,870 shares; 2025Q2: 1,966,309 shares 1,966,309 $43.9M 0.31% +349,439 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178,012 shares; 2025Q2: 407,897 shares 407,897 $43.3M 0.31% +229,885 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,382 shares; 2024Q4: 243,397 shares; 2025Q1: 237,831 shares; 2025Q2: 193,068 shares 193,068 $42.2M 0.3% -44,763 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513,975 shares; 2024Q4: 899,061 shares; 2025Q1: 584,800 shares; 2025Q2: 572,072 shares 572,072 $42M 0.3% -12,728 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,645,924 shares; 2025Q2: 2,162,796 shares 2,162,796 $41.9M 0.3% +516,872 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,955 shares; 2024Q4: 351,794 shares; 2025Q1: 345,182 shares; 2025Q2: 241,036 shares 241,036 $41.5M 0.3% -104,146 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332,684 shares; 2024Q4: 1,311,073 shares; 2025Q1: 1,578,610 shares; 2025Q2: 1,542,725 shares 1,542,725 $41.5M 0.3% -35,885 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,102 shares; 2025Q1: 29,888 shares; 2025Q2: 38,632 shares 38,632 $40.5M 0.29% +8,744 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769,361 shares; 2024Q4: 739,284 shares; 2025Q1: 733,747 shares; 2025Q2: 713,899 shares 713,899 $39.9M 0.28% -19,848 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,813 shares; 2024Q4: 518,675 shares; 2025Q1: 510,819 shares; 2025Q2: 497,814 shares 497,814 $38.9M 0.28% -13,005 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838,716 shares; 2024Q4: 3,831,184 shares; 2025Q1: 2,260,631 shares; 2025Q2: 2,424,817 shares 2,424,817 $38.7M 0.28% +164,186 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,157 shares; 2024Q4: 408,177 shares; 2025Q1: 404,764 shares; 2025Q2: 427,399 shares 427,399 $38.4M 0.27% +22,635 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,090 shares; 2024Q4: 79,707 shares; 2025Q1: 79,197 shares; 2025Q2: 79,047 shares 79,047 $38.4M 0.27% -150 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,022 shares; 2024Q4: 120,858 shares; 2025Q1: 117,894 shares; 2025Q2: 115,613 shares 115,613 $37.8M 0.27% -2,281 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,908 shares; 2024Q4: 284,821 shares; 2025Q1: 285,235 shares; 2025Q2: 307,150 shares 307,150 $36.9M 0.26% +21,915 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,313 shares; 2024Q4: 606,743 shares; 2025Q1: 598,734 shares; 2025Q2: 584,985 shares 584,985 $36.8M 0.26% -13,749 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,612 shares; 2024Q4: 304,309 shares; 2025Q1: 278,421 shares; 2025Q2: 153,720 shares 153,720 $36.6M 0.26% -124,701 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,800 shares; 2024Q4: 285,106 shares; 2025Q1: 286,603 shares; 2025Q2: 283,548 shares 283,548 $36.6M 0.26% -3,055 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,420 shares; 2024Q4: 614,523 shares; 2025Q1: 604,238 shares; 2025Q2: 659,583 shares 659,583 $36.3M 0.26% +55,345 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,172 shares; 2024Q4: 574,399 shares; 2025Q1: 527,604 shares; 2025Q2: 403,468 shares 403,468 $36.2M 0.26% -124,136 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,492 shares; 2024Q4: 126,629 shares; 2025Q1: 103,218 shares; 2025Q2: 93,420 shares 93,420 $36.1M 0.26% -9,798 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,432 shares; 2024Q4: 294,595 shares; 2025Q1: 294,842 shares; 2025Q2: 317,477 shares 317,477 $35.8M 0.26% +22,635 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,552 shares; 2024Q4: 295,350 shares; 2025Q1: 291,835 shares; 2025Q2: 285,690 shares 285,690 $34.3M 0.24% -6,145 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,145 shares; 2024Q4: 204,483 shares; 2025Q1: 205,402 shares; 2025Q2: 225,191 shares 225,191 $34.2M 0.24% +19,789 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,338 shares; 2024Q4: 489,736 shares; 2025Q1: 489,907 shares; 2025Q2: 525,265 shares 525,265 $33.8M 0.24% +35,358 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,276 shares; 2024Q4: 141,267 shares; 2025Q1: 146,630 shares; 2025Q2: 138,996 shares 138,996 $33M 0.24% -7,634 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,254 shares; 2024Q4: 385,132 shares; 2025Q1: 371,673 shares; 2025Q2: 278,492 shares 278,492 $32.9M 0.23% -93,181 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,318 shares; 2024Q4: 554,516 shares; 2025Q1: 535,992 shares; 2025Q2: 456,691 shares 456,691 $32.4M 0.23% -79,301 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,583 shares; 2024Q4: 334,132 shares; 2025Q1: 779,419 shares; 2025Q2: 431,084 shares 431,084 $30.5M 0.22% -348,335 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,242 shares; 2024Q4: 677,093 shares; 2025Q1: 666,252 shares; 2025Q2: 651,441 shares 651,441 $29.7M 0.21% -14,811 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,693 shares; 2024Q4: 351,597 shares; 2025Q1: 345,374 shares; 2025Q2: 172,769 shares 172,769 $29.3M 0.21% -172,605 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,946 shares; 2024Q4: 328,159 shares; 2025Q1: 328,987 shares; 2025Q2: 353,555 shares 353,555 $28.2M 0.2% +24,568 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,827 shares; 2024Q4: 390,926 shares; 2025Q1: 309,571 shares; 2025Q2: 285,330 shares 285,330 $27.5M 0.2% -24,241 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,562 shares; 2024Q4: 267,950 shares; 2025Q1: 262,931 shares; 2025Q2: 257,463 shares 257,463 $27.1M 0.19% -5,468 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,639 shares; 2024Q4: 978,920 shares; 2025Q1: 1,215,624 shares; 2025Q2: 1,176,453 shares 1,176,453 $27M 0.19% -39,171 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,256,679 shares; 2025Q1: 1,245,385 shares; 2025Q2: 1,205,268 shares 1,205,268 $25.4M 0.18% -40,117 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,675 shares; 2024Q4: 23,932 shares; 2025Q1: 38,499 shares; 2025Q2: 44,568 shares 44,568 $25.3M 0.18% +6,069 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,318 shares; 2024Q4: 418,568 shares; 2025Q1: 411,510 shares; 2025Q2: 401,900 shares 401,900 $24.9M 0.18% -9,610 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,863 shares; 2024Q4: 198,818 shares; 2025Q1: 228,138 shares; 2025Q2: 239,099 shares 239,099 $21.7M 0.16% +10,961 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,743 shares; 2024Q4: 282,372 shares; 2025Q1: 279,902 shares; 2025Q2: 277,091 shares 277,091 $21.7M 0.15% -2,811 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,604 shares; 2024Q4: 165,758 shares; 2025Q1: 149,236 shares; 2025Q2: 146,957 shares 146,957 $21.4M 0.15% -2,279 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 148,233 shares 148,233 $20.9M 0.15% +145,810 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,084 shares; 2024Q4: 310,063 shares; 2025Q1: 242,931 shares; 2025Q2: 226,573 shares 226,573 $20.8M 0.15% -16,358 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,019 shares; 2024Q4: 326,244 shares; 2025Q1: 395,261 shares; 2025Q2: 582,751 shares 582,751 $19.7M 0.14% +187,490 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,604 shares; 2024Q4: 387,445 shares; 2025Q1: 383,285 shares; 2025Q2: 374,130 shares 374,130 $19.5M 0.14% -9,155 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,501 shares; 2024Q4: 198,338 shares; 2025Q1: 187,097 shares; 2025Q2: 201,620 shares 201,620 $19.4M 0.14% +14,523 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 8,225 shares; 2025Q2: 14,458 shares 14,458 $19.4M 0.14% +6,233 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408,071 shares; 2024Q4: 1,367,376 shares; 2025Q1: 1,365,291 shares; 2025Q2: 1,318,853 shares 1,318,853 $19M 0.14% -46,438 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,947 shares; 2024Q4: 67,352 shares; 2025Q1: 65,165 shares; 2025Q2: 63,802 shares 63,802 $18.6M 0.13% -1,363 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,514 shares; 2024Q4: 133,413 shares; 2025Q1: 129,505 shares; 2025Q2: 123,185 shares 123,185 $17.6M 0.13% -6,320 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,931 shares; 2024Q4: 217,110 shares; 2025Q1: 235,877 shares; 2025Q2: 262,144 shares 262,144 $17.2M 0.12% +26,267 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 544,044 shares 544,044 $17M 0.12% new Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,302 shares; 2024Q4: 317,246 shares; 2025Q1: 216,665 shares; 2025Q2: 121,352 shares 121,352 $16M 0.11% -95,313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,997 shares; 2024Q4: 87,222 shares; 2025Q1: 85,917 shares; 2025Q2: 83,727 shares 83,727 $15.6M 0.11% -2,190 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,402 shares; 2024Q4: 42,770 shares; 2025Q1: 42,249 shares; 2025Q2: 42,376 shares 42,376 $15.5M 0.11% +127 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,333 shares; 2024Q4: 27,548 shares; 2025Q1: 32,768 shares; 2025Q2: 33,413 shares 33,413 $15.5M 0.11% +645 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,855 shares; 2024Q4: 276,134 shares; 2025Q1: 123,187 shares; 2025Q2: 92,067 shares 92,067 $15.3M 0.11% -31,120 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,467 shares; 2024Q4: 79,279 shares; 2025Q1: 75,542 shares; 2025Q2: 73,963 shares 73,963 $15.1M 0.11% -1,579 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,959 shares; 2024Q4: 41,476 shares; 2025Q1: 49,018 shares; 2025Q2: 95,468 shares 95,468 $14.9M 0.11% +46,450 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,495 shares; 2024Q4: 72,930 shares; 2025Q1: 84,725 shares; 2025Q2: 82,620 shares 82,620 $14.8M 0.11% -2,105 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,721 shares; 2024Q4: 116,146 shares; 2025Q1: 125,266 shares; 2025Q2: 141,921 shares 141,921 $14.8M 0.11% +16,655 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,151 shares; 2024Q4: 42,683 shares; 2025Q1: 93,173 shares; 2025Q2: 100,322 shares 100,322 $14M 0.1% +7,149 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,310 shares; 2024Q4: 112,444 shares; 2025Q1: 254,832 shares; 2025Q2: 249,345 shares 249,345 $13.1M 0.09% -5,487 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,643 shares; 2025Q2: 109,123 shares 109,123 $13.1M 0.09% +78,480 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,639 shares; 2024Q4: 271,744 shares; 2025Q1: 308,894 shares; 2025Q2: 298,837 shares 298,837 $12.9M 0.09% -10,057 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,240 shares; 2024Q4: 216,508 shares; 2025Q1: 229,173 shares; 2025Q2: 225,472 shares 225,472 $12.6M 0.09% -3,701 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,509 shares; 2024Q4: 97,384 shares; 2025Q1: 95,284 shares; 2025Q2: 97,739 shares 97,739 $12.1M 0.09% +2,455 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,170 shares; 2024Q4: 68,265 shares; 2025Q1: 67,405 shares; 2025Q2: 66,565 shares 66,565 $12M 0.09% -840 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,214 shares; 2024Q4: 133,342 shares; 2025Q1: 141,389 shares; 2025Q2: 137,744 shares 137,744 $12M 0.09% -3,645 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,280 shares; 2024Q4: 435,965 shares; 2025Q1: 414,685 shares; 2025Q2: 311,625 shares 311,625 $11.9M 0.09% -103,060 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,570 shares; 2025Q2: 194,281 shares 194,281 $11.7M 0.08% -8,289 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,764 shares; 2024Q4: 261,114 shares; 2025Q1: 241,914 shares; 2025Q2: 226,069 shares 226,069 $11.2M 0.08% -15,845 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,576 shares; 2024Q4: 185,029 shares; 2025Q1: 255,996 shares; 2025Q2: 245,601 shares 245,601 $11.1M 0.08% -10,395 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,441 shares; 2024Q4: 8,441 shares; 2025Q1: 8,216 shares; 2025Q2: 123,240 shares 123,240 $11.1M 0.08% +115,024 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 526,125 shares 526,125 $10.9M 0.08% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,743 shares; 2024Q4: 202,155 shares; 2025Q1: 53,083 shares; 2025Q2: 52,788 shares 52,788 $9.95M 0.07% -295 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,759 shares; 2024Q4: 48,833 shares; 2025Q1: 48,278 shares; 2025Q2: 49,012 shares 49,012 $9.51M 0.07% +734 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,780 shares; 2024Q4: 38,537 shares; 2025Q1: 44,520 shares; 2025Q2: 33,930 shares 33,930 $9.47M 0.07% -10,590 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,595 shares; 2024Q4: 32,882 shares; 2025Q1: 26,332 shares; 2025Q2: 26,397 shares 26,397 $9.27M 0.07% +65 CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 23,362 shares; 2025Q1: 22,391 shares; 2025Q2: 21,900 shares 21,900 $8.95M 0.06% -491 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,389 shares; 2024Q4: 44,955 shares; 2025Q1: 44,292 shares; 2025Q2: 44,438 shares 44,438 $8.78M 0.06% +146 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 48,440 shares; 2025Q1: 9,196 shares; 2025Q2: 40,376 shares 40,376 $8.71M 0.06% +31,180 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,880 shares; 2025Q1: 37,545 shares; 2025Q2: 29,874 shares 29,874 $8.6M 0.06% -7,671 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,792 shares; 2024Q4: 62,558 shares; 2025Q1: 62,258 shares; 2025Q2: 60,731 shares 60,731 $8.1M 0.06% -1,527 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,431 shares; 2024Q4: 33,425 shares; 2025Q1: 33,212 shares; 2025Q2: 32,819 shares 32,819 $7.98M 0.06% -393 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 14,677 shares; 2025Q1: 14,312 shares; 2025Q2: 14,251 shares 14,251 $7.74M 0.06% -61 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,196 shares; 2024Q4: 25,073 shares; 2025Q1: 24,733 shares; 2025Q2: 16,402 shares 16,402 $7.67M 0.05% -8,331 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,479 shares; 2024Q4: 68,318 shares; 2025Q1: 67,773 shares; 2025Q2: 66,942 shares 66,942 $7.42M 0.05% -831 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,559 shares; 2024Q4: 132,009 shares; 2025Q1: 122,849 shares; 2025Q2: 94,219 shares 94,219 $7.35M 0.05% -28,630 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,430 shares; 2024Q4: 24,305 shares; 2025Q1: 24,160 shares; 2025Q2: 25,832 shares 25,832 $7.12M 0.05% +1,672 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,097 shares 12,097 $6.98M 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,445 shares; 2024Q4: 47,133 shares; 2025Q1: 46,333 shares; 2025Q2: 50,751 shares 50,751 $6.9M 0.05% +4,418 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 15,013 shares; 2025Q1: 14,998 shares; 2025Q2: 20,023 shares 20,023 $6.09M 0.04% +5,025 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,636 shares; 2024Q4: 262,636 shares; 2025Q1: 262,636 shares; 2025Q2: 262,636 shares 262,636 $5.65M 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,029 shares; 2024Q4: 18,904 shares; 2025Q1: 18,729 shares; 2025Q2: 18,407 shares 18,407 $4.96M 0.04% -322 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,040 shares; 2024Q4: 25,605 shares; 2025Q1: 25,800 shares; 2025Q2: 25,678 shares 25,678 $4.77M 0.03% -122 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 16,569 shares; 2025Q1: 16,719 shares; 2025Q2: 16,159 shares 16,159 $4.45M 0.03% -560 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,212 shares; 2024Q4: 100,912 shares; 2025Q1: 112,980 shares; 2025Q2: 81,456 shares 81,456 $4.22M 0.03% -31,524 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 16,475 shares; 2025Q1: 16,465 shares; 2025Q2: 14,143 shares 14,143 $3.96M 0.03% -2,322 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 5,862 shares; 2025Q1: 5,825 shares; 2025Q2: 6,318 shares 6,318 $3.9M 0.03% +493 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,671 shares; 2024Q4: 24,771 shares; 2025Q1: 24,289 shares; 2025Q2: 23,607 shares 23,607 $3.89M 0.03% -682 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,480 shares; 2025Q1: 7,380 shares; 2025Q2: 7,400 shares 7,400 $3.71M 0.03% +20 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,260 shares; 2025Q1: 5,465 shares; 2025Q2: 11,245 shares 11,245 $3.68M 0.03% +5,780 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 9,931 shares; 2025Q1: 6,656 shares; 2025Q2: 33,667 shares 33,667 $3.62M 0.03% +27,011 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,112 shares; 2024Q4: 14,824 shares; 2025Q1: 15,037 shares; 2025Q2: 15,037 shares 15,037 $3.5M 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 6,174 shares; 2025Q1: 6,124 shares; 2025Q2: 6,137 shares 6,137 $3.45M 0.02% +13 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,065 shares; 2024Q4: 18,900 shares; 2025Q1: 18,849 shares; 2025Q2: 18,849 shares 18,849 $2.87M 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,718 shares; 2025Q1: 5,716 shares; 2025Q2: 6,115 shares 6,115 $2.87M 0.02% +399 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,849 shares; 2024Q4: 14,638 shares; 2025Q1: 14,638 shares; 2025Q2: 14,638 shares 14,638 $2.84M 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,613 shares; 2024Q4: 38,089 shares; 2025Q1: 38,064 shares; 2025Q2: 37,964 shares 37,964 $2.69M 0.02% -100 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,409 shares 3,409 $2.69M 0.02% +305 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,244 shares; 2025Q1: 3,284 shares; 2025Q2: 3,274 shares 3,274 $2.55M 0.02% -10 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,483 shares; 2024Q4: 25,783 shares; 2025Q1: 23,783 shares; 2025Q2: 21,923 shares 21,923 $2.51M 0.02% -1,860 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 8,074 shares; 2025Q1: 8,074 shares; 2025Q2: 8,049 shares 8,049 $2.51M 0.02% -25 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 39,400 shares; 2025Q1: 38,371 shares; 2025Q2: 41,897 shares 41,897 $2.35M 0.02% +3,526 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,968 shares; 2024Q4: 39,208 shares; 2025Q1: 42,162 shares; 2025Q2: 48,606 shares 48,606 $2.3M 0.02% +6,444 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 19,097 shares; 2025Q1: 19,067 shares; 2025Q2: 19,003 shares 19,003 $2.21M 0.02% -64 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 7,525 shares; 2025Q1: 7,400 shares; 2025Q2: 7,250 shares 7,250 $2.2M 0.02% -150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,720 shares; 2024Q4: 31,504 shares; 2025Q1: 32,004 shares; 2025Q2: 31,731 shares 31,731 $2.2M 0.02% -273 Timeline BRK-A 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $2.19M 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,645 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares 7,645 $2.18M 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,380 shares; 2024Q4: 22,287 shares; 2025Q1: 22,124 shares; 2025Q2: 21,508 shares 21,508 $2.17M 0.02% -616 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares 2,950 $2.06M 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 15,170 shares; 2025Q1: 15,170 shares; 2025Q2: 15,170 shares 15,170 $2M 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 20,450 shares; 2025Q1: 19,725 shares; 2025Q2: 19,725 shares 19,725 $1.81M 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,159 shares; 2025Q1: 3,152 shares; 2025Q2: 3,415 shares 3,415 $1.8M 0.01% +263 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,897 shares; 2025Q2: 11,897 shares 11,897 $1.74M 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,321 shares; 2024Q4: 71,041 shares; 2025Q1: 72,862 shares; 2025Q2: 70,962 shares 70,962 $1.72M 0.01% -1,900 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,072 shares 7,072 $1.62M 0.01% +23 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,606 shares; 2025Q1: 2,606 shares; 2025Q2: 2,481 shares 2,481 $1.54M 0.01% -125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 3,334 shares 3,334 $1.46M 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,916 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,776 shares 14,776 $1.44M 0.01% -24 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,467 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares 5,267 $1.35M 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,943 shares; 2024Q4: 164,983 shares; 2025Q1: 27,654 shares; 2025Q2: 18,021 shares 18,021 $1.3M 0.01% -9,633 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,515 shares 2,515 $1.29M 0.01% +41 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,739 shares; 2025Q1: 5,430 shares; 2025Q2: 4,983 shares 4,983 $1.28M 0.01% -447 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,659 shares; 2025Q1: 2,659 shares; 2025Q2: 3,521 shares 3,521 $1.26M 0.01% +862 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,920 shares; 2024Q4: 147,769 shares; 2025Q1: 147,769 shares; 2025Q2: 136,269 shares 136,269 $1.25M 0.01% -11,500 KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 9,704 shares; 2025Q1: 9,579 shares; 2025Q2: 9,579 shares 9,579 $1.23M 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 12,098 shares; 2025Q1: 12,098 shares; 2025Q2: 12,098 shares 12,098 $1.21M 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,607 shares 1,607 $1.18M 0.01% -188 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,338 shares; 2025Q1: 6,338 shares; 2025Q2: 6,338 shares 6,338 $1.09M 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 13,515 shares; 2025Q1: 13,515 shares; 2025Q2: 13,515 shares 13,515 $1.08M 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,205 shares; 2025Q1: 5,507 shares; 2025Q2: 5,538 shares 5,538 $1.07M 0.01% +31 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,448 shares; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares 3,343 $1.06M 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 9,476 shares; 2025Q1: 8,576 shares; 2025Q2: 8,526 shares 8,526 $1.06M 0.01% -50 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,522 shares 2,522 $1.02M 0.01% +471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 15,628 shares; 2025Q1: 15,428 shares; 2025Q2: 14,613 shares 14,613 $1.01M 0.01% -815 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,402 shares 3,402 $1M 0.01% +100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 9,407 shares; 2025Q1: 9,407 shares; 2025Q2: 9,157 shares 9,157 $974K 0.01% -250 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares 2,705 $919K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares 4,950 $900K 0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,400 shares; 2024Q4: 32,400 shares; 2025Q1: 32,400 shares; 2025Q2: 32,400 shares 32,400 $890K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,169 shares; 2024Q4: 26,686 shares; 2025Q1: 10,031 shares; 2025Q2: 8,646 shares 8,646 $872K 0.01% -1,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,194 shares 1,194 $845K 0.01% +140 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 3,086 shares 3,086 $842K 0.01% +1,030 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares 1,668 $834K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,366 shares; 2025Q1: 5,366 shares; 2025Q2: 12,036 shares 12,036 $831K 0.01% +6,670 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,293 shares; 2025Q1: 6,993 shares; 2025Q2: 6,860 shares 6,860 $818K 0.01% -133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 9,207 shares; 2025Q1: 15,077 shares; 2025Q2: 14,348 shares 14,348 $818K 0.01% -729 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 3,952 shares; 2025Q1: 3,952 shares; 2025Q2: 3,952 shares 3,952 $809K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 779 shares 779 $801K 0.01% +285 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,066 shares; 2025Q1: 4,651 shares; 2025Q2: 3,151 shares 3,151 $798K 0.01% -1,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 8,670 shares 8,670 $791K 0.01% +2,004 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 3,478 shares 3,478 $775K 0.01% +2,014 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,537 shares; 2024Q4: 21,537 shares; 2025Q1: 21,537 shares; 2025Q2: 21,537 shares 21,537 $772K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares 1,453 $763K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 10,187 shares; 2025Q1: 10,187 shares; 2025Q2: 10,187 shares 10,187 $746K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,348 shares; 2025Q1: 7,963 shares; 2025Q2: 7,328 shares 7,328 $723K 0.01% -635 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 7,580 shares; 2025Q1: 6,840 shares; 2025Q2: 6,280 shares 6,280 $714K 0.01% -560 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,601 shares; 2025Q1: 5,601 shares; 2025Q2: 5,425 shares 5,425 $697K <0.01% -176 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,998 shares; 2024Q4: 9,728 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares 10,253 $691K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,129 shares; 2025Q1: 2,855 shares; 2025Q2: 2,755 shares 2,755 $691K <0.01% -100 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 8,627 shares; 2025Q1: 7,773 shares; 2025Q2: 6,253 shares 6,253 $683K <0.01% -1,520 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,838 shares; 2024Q4: 28,688 shares; 2025Q1: 3,018 shares; 2025Q2: 3,268 shares 3,268 $679K <0.01% +250 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,200 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares 3,201 $670K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,486 shares 2,486 $665K <0.01% -100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,564 shares; 2025Q1: 1,365 shares; 2025Q2: 1,254 shares 1,254 $664K <0.01% -111 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares 8,600 $645K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,768 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares 1,683 $645K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares 3,027 $634K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,590 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares 3,465 $633K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,207 shares; 2024Q4: 13,207 shares; 2025Q1: 13,207 shares; 2025Q2: 13,407 shares 13,407 $621K <0.01% +200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 18,672 shares; 2025Q1: 18,315 shares; 2025Q2: 18,315 shares 18,315 $598K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares 1,674 $575K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,493 shares; 2024Q4: 35,748 shares; 2025Q1: 33,223 shares; 2025Q2: 25,240 shares 25,240 $565K <0.01% -7,983 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares 1,590 $558K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 9,030 shares; 2025Q1: 8,970 shares; 2025Q2: 8,970 shares 8,970 $549K <0.01% 0 MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares 7,075 $498K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,491 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares 7,391 $497K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares 1,127 $493K <0.01% -4 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,418 shares; 2025Q1: 3,718 shares; 2025Q2: 3,702 shares 3,702 $479K <0.01% -16 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares 875 $469K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,189 shares 1,189 $462K <0.01% -15 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares 4,050 $453K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200 $448K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares 2,111 $432K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 777 shares 777 $429K <0.01% -10 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 16,939 shares; 2025Q1: 17,033 shares; 2025Q2: 14,567 shares 14,567 $422K <0.01% -2,466 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares 7,500 $410K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,592 shares; 2024Q4: 98,812 shares; 2025Q1: 15,757 shares; 2025Q2: 15,157 shares 15,157 $408K <0.01% -600 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares 3,200 $406K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares 4,522 $403K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 7,425 shares; 2025Q1: 5,800 shares; 2025Q2: 5,400 shares 5,400 $397K <0.01% -400 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 5,471 shares; 2025Q1: 5,471 shares; 2025Q2: 5,471 shares 5,471 $382K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares 3,558 $374K <0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,198 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares 3,698 $366K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 7,483 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares 7,433 $366K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares 645 $365K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,385 shares; 2025Q2: 5,757 shares 5,757 $346K <0.01% +1,372 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares 2,918 $344K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares 515 $342K <0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 5,635 shares; 2025Q1: 5,635 shares; 2025Q2: 5,490 shares 5,490 $340K <0.01% -145 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 5,860 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares 4,060 $337K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares 1,802 $331K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares 3,574 $326K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 5,120 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares 5,045 $324K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,214 shares; 2025Q1: 5,214 shares; 2025Q2: 5,214 shares 5,214 $322K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares 3,500 $300K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 13,272 shares; 2025Q1: 13,272 shares; 2025Q2: 13,272 shares 13,272 $293K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 3,336 shares; 2025Q2: 6,672 shares 6,672 $280K <0.01% +3,336 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,395 shares; 2024Q4: 13,357 shares; 2025Q1: 12,922 shares; 2025Q2: 1,400 shares 1,400 $276K <0.01% -11,522 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,027 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares 1,972 $267K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares 11,000 $262K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares 2,767 $260K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,205 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares 2,140 $259K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: not reported; 2025Q2: 2,096 shares 2,096 $257K <0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares 680 $255K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares 2,585 $254K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares 575 $244K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,895 shares; 2024Q4: 32,919 shares; 2025Q1: 32,589 shares; 2025Q2: 900 shares 900 $236K <0.01% -31,689 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,620 shares; 2025Q1: 3,370 shares; 2025Q2: 3,043 shares 3,043 $231K <0.01% -327 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares 1,144 $230K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares 3,347 $228K <0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares 1,975 $227K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 667 shares 667 $220K <0.01% -40 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,400 shares 1,400 $220K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: not reported; 2025Q2: 1,211 shares 1,211 $216K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 810 shares; 2025Q1: 610 shares; 2025Q2: 485 shares 485 $216K <0.01% -125 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares 2,700 $215K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,544 shares 2,544 $212K <0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares 1,350 $208K <0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares 6,050 $203K <0.01% new Timeline ROOKLINE BANCORP INC DEL ROOKLINE BANCORP INC DEL More: the full row for ROOKLINE BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares 14,500 $153K <0.01% 0 VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 12,296 shares; 2025Q1: 11,660 shares; 2025Q2: 11,660 shares 11,660 $137K <0.01% 0 Timeline