NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,662 shares; 2024Q4: 281,394 shares; 2025Q1: 286,375 shares; 2025Q2: 286,757 shares; 2025Q3: 277,307 shares; 2025Q4: 269,163 shares; 2026Q1: 265,123 shares; 2026Q2: 264,758 shares 264,758 $53M 13.34% -365 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,736 shares; 2024Q4: 113,873 shares; 2025Q1: 113,958 shares; 2025Q2: 112,515 shares; 2025Q3: 112,209 shares; 2025Q4: 110,025 shares; 2026Q1: 110,431 shares; 2026Q2: 112,243 shares 112,243 $32.5M 8.18% +1,812 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,770 shares; 2024Q4: 38,239 shares; 2025Q1: 40,468 shares; 2025Q2: 40,505 shares; 2025Q3: 40,845 shares; 2025Q4: 40,960 shares; 2026Q1: 42,576 shares; 2026Q2: 43,213 shares 43,213 $16.1M 4.06% +637 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,352 shares; 2024Q4: 44,771 shares; 2025Q1: 45,075 shares; 2025Q2: 45,089 shares; 2025Q3: 45,388 shares; 2025Q4: 45,251 shares; 2026Q1: 45,514 shares; 2026Q2: 45,560 shares 45,560 $14.9M 3.75% +46 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,613 shares; 2024Q4: 31,090 shares; 2025Q1: 32,621 shares; 2025Q2: 32,520 shares; 2025Q3: 32,591 shares; 2025Q4: 36,076 shares; 2026Q1: 38,627 shares; 2026Q2: 37,562 shares 37,562 $13.4M 3.38% -1,065 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,021 shares; 2024Q4: 14,590 shares; 2025Q1: 19,553 shares; 2025Q2: 23,155 shares; 2025Q3: 23,370 shares; 2025Q4: 23,467 shares; 2026Q1: 23,807 shares; 2026Q2: 23,790 shares 23,790 $8.99M 2.26% -17 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,964 shares; 2024Q4: 157,361 shares; 2025Q1: 160,571 shares; 2025Q2: 166,200 shares; 2025Q3: 168,552 shares; 2025Q4: 187,107 shares; 2026Q1: 216,462 shares; 2026Q2: 227,088 shares 227,088 $7.86M 1.98% +10,626 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,097 shares; 2025Q2: 61,513 shares; 2025Q3: 64,767 shares; 2025Q4: 73,337 shares; 2026Q1: 82,278 shares; 2026Q2: 87,619 shares 87,619 $7.7M 1.94% +5,341 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,987 shares; 2024Q4: 66,330 shares; 2025Q1: 73,899 shares; 2025Q2: 72,696 shares; 2025Q3: 73,486 shares; 2025Q4: 73,243 shares; 2026Q1: 66,576 shares; 2026Q2: 61,321 shares 61,321 $7.2M 1.81% -5,255 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,163 shares; 2024Q4: 20,352 shares; 2025Q1: 23,591 shares; 2025Q2: 23,730 shares; 2025Q3: 24,018 shares; 2025Q4: 24,008 shares; 2026Q1: 23,928 shares; 2026Q2: 23,555 shares 23,555 $5.61M 1.41% -373 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,432 shares; 2024Q4: 45,653 shares; 2025Q1: 57,797 shares; 2025Q2: 59,179 shares; 2025Q3: 61,024 shares; 2025Q4: 62,090 shares; 2026Q1: 63,642 shares; 2026Q2: 59,215 shares 59,215 $5.2M 1.31% -4,427 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 12,864 shares; 2025Q1: 14,940 shares; 2025Q2: 15,184 shares; 2025Q3: 15,440 shares; 2025Q4: 15,517 shares; 2026Q1: 15,341 shares; 2026Q2: 15,217 shares 15,217 $5.18M 1.31% -124 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,313 shares; 2024Q4: 56,228 shares; 2025Q1: 48,370 shares; 2025Q2: 49,782 shares; 2025Q3: 50,322 shares; 2025Q4: 61,699 shares; 2026Q1: 80,217 shares; 2026Q2: 84,782 shares 84,782 $5.06M 1.27% +4,565 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,693 shares; 2025Q2: 4,111 shares; 2025Q3: 4,539 shares; 2025Q4: 4,752 shares; 2026Q1: 5,134 shares; 2026Q2: 27,856 shares 27,856 $4.91M 1.24% +22,722 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,748 shares; 2024Q4: 7,373 shares; 2025Q1: 9,162 shares; 2025Q2: 9,226 shares; 2025Q3: 9,376 shares; 2025Q4: 9,483 shares; 2026Q1: 9,640 shares; 2026Q2: 9,464 shares 9,464 $4.91M 1.24% -176 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,996 shares; 2024Q4: 12,049 shares; 2025Q1: 11,971 shares; 2025Q2: 12,533 shares; 2025Q3: 13,116 shares; 2025Q4: 13,118 shares; 2026Q1: 13,138 shares; 2026Q2: 13,138 shares 13,138 $4.86M 1.22% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,136 shares; 2024Q4: 6,110 shares; 2025Q1: 6,580 shares; 2025Q2: 7,228 shares; 2025Q3: 10,153 shares; 2025Q4: 10,391 shares; 2026Q1: 11,067 shares; 2026Q2: 11,685 shares 11,685 $4.86M 1.22% +618 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,610 shares; 2024Q4: 10,763 shares; 2025Q1: 12,997 shares; 2025Q2: 13,242 shares; 2025Q3: 13,421 shares; 2025Q4: 13,461 shares; 2026Q1: 13,347 shares; 2026Q2: 11,994 shares 11,994 $4.76M 1.2% -1,353 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,391 shares; 2024Q4: 16,130 shares; 2025Q1: 16,362 shares; 2025Q2: 16,317 shares; 2025Q3: 15,793 shares; 2025Q4: 16,052 shares; 2026Q1: 16,992 shares; 2026Q2: 18,710 shares 18,710 $4.71M 1.19% +1,718 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 334 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 3,971 shares; 2026Q2: 3,921 shares 3,921 $4.7M 1.18% -50 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,563 shares; 2024Q4: 11,344 shares; 2025Q1: 27,244 shares; 2025Q2: 28,268 shares; 2025Q3: 30,340 shares; 2025Q4: 85,832 shares; 2026Q1: 123,726 shares; 2026Q2: 140,631 shares 140,631 $4.5M 1.13% +16,905 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,594 shares; 2024Q4: 17,654 shares; 2025Q1: 18,234 shares; 2025Q2: 18,692 shares; 2025Q3: 19,053 shares; 2025Q4: 19,048 shares; 2026Q1: 19,112 shares; 2026Q2: 19,212 shares 19,212 $4.24M 1.07% +100 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,798 shares; 2024Q4: 10,810 shares; 2025Q1: 11,074 shares; 2025Q2: 11,084 shares; 2025Q3: 11,335 shares; 2025Q4: 11,409 shares; 2026Q1: 11,636 shares; 2026Q2: 11,930 shares 11,930 $4.09M 1.03% +294 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,653 shares; 2024Q4: 42,512 shares; 2025Q1: 42,686 shares; 2025Q2: 42,169 shares; 2025Q3: 41,066 shares; 2025Q4: 41,124 shares; 2026Q1: 41,439 shares; 2026Q2: 41,809 shares 41,809 $3.79M 0.96% +370 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,615 shares; 2024Q4: 12,578 shares; 2025Q1: 12,664 shares; 2025Q2: 12,404 shares; 2025Q3: 12,226 shares; 2025Q4: 12,206 shares; 2026Q1: 12,585 shares; 2026Q2: 13,126 shares 13,126 $3.69M 0.93% +541 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,582 shares; 2024Q4: 24,476 shares; 2025Q1: 23,762 shares; 2025Q2: 23,048 shares; 2025Q3: 23,118 shares; 2025Q4: 22,806 shares; 2026Q1: 22,152 shares; 2026Q2: 18,985 shares 18,985 $3.6M 0.91% -3,167 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,532 shares; 2024Q4: 32,163 shares; 2025Q1: 36,417 shares; 2025Q2: 39,836 shares; 2025Q3: 41,653 shares; 2025Q4: 47,317 shares; 2026Q1: 46,478 shares; 2026Q2: 45,894 shares 45,894 $3.54M 0.89% -584 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; 2024Q3: 33,885 shares; 2024Q4: 34,290 shares; 2025Q1: 35,926 shares; 2025Q2: 35,610 shares; 2025Q3: 35,602 shares; 2025Q4: 35,864 shares; 2026Q1: 36,194 shares; 2026Q2: 36,226 shares 36,226 $3.49M 0.88% +32 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,230 shares; 2025Q4: 31,044 shares; 2026Q1: 33,625 shares; 2026Q2: 35,367 shares 35,367 $3.31M 0.83% +1,742 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,673 shares; 2024Q4: 20,915 shares; 2025Q1: 22,402 shares; 2025Q2: 22,805 shares; 2025Q3: 23,636 shares; 2025Q4: 24,072 shares; 2026Q1: 21,501 shares; 2026Q2: 22,189 shares 22,189 $3.25M 0.82% +688 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,615 shares; 2024Q4: 5,767 shares; 2025Q1: 8,708 shares; 2025Q2: 8,802 shares; 2025Q3: 8,860 shares; 2025Q4: 8,889 shares; 2026Q1: 8,952 shares; 2026Q2: 8,972 shares 8,972 $3.18M 0.8% +20 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,158 shares; 2025Q1: 3,209 shares; 2025Q2: 3,215 shares; 2025Q3: 3,202 shares; 2025Q4: 3,216 shares; 2026Q1: 3,216 shares; 2026Q2: 3,234 shares 3,234 $3.11M 0.78% +18 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: 3,054 shares; 2025Q1: 5,750 shares; 2025Q2: 5,924 shares; 2025Q3: 5,198 shares; 2025Q4: 6,462 shares; 2026Q1: 8,478 shares; 2026Q2: 8,362 shares 8,362 $2.95M 0.74% -116 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,008 shares; 2024Q4: 21,630 shares; 2025Q1: 22,736 shares; 2025Q2: 22,736 shares; 2025Q3: 22,999 shares; 2025Q4: 22,736 shares; 2026Q1: 22,736 shares; 2026Q2: 22,736 shares 22,736 $2.92M 0.74% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,988 shares; 2024Q4: 7,000 shares; 2025Q1: 7,387 shares; 2025Q2: 7,416 shares; 2025Q3: 7,389 shares; 2025Q4: 7,447 shares; 2026Q1: 7,484 shares; 2026Q2: 9,097 shares 9,097 $2.86M 0.72% +1,613 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 5,227 shares; 2025Q1: 5,739 shares; 2025Q2: 5,657 shares; 2025Q3: 5,670 shares; 2025Q4: 5,719 shares; 2026Q1: 5,726 shares; 2026Q2: 5,702 shares 5,702 $2.85M 0.72% -24 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,297 shares; 2024Q4: 12,656 shares; 2025Q1: 15,754 shares; 2025Q2: 16,347 shares; 2025Q3: 16,391 shares; 2025Q4: 16,195 shares; 2026Q1: 15,673 shares; 2026Q2: 16,731 shares 16,731 $2.77M 0.7% +1,058 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,598 shares; 2024Q4: 16,853 shares; 2025Q1: 16,617 shares; 2025Q2: 14,790 shares; 2025Q3: 14,824 shares; 2025Q4: 14,819 shares; 2026Q1: 14,818 shares; 2026Q2: 14,933 shares 14,933 $2.7M 0.68% +115 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,627 shares; 2024Q4: 14,100 shares; 2025Q1: 16,981 shares; 2025Q2: 17,624 shares; 2025Q3: 18,711 shares; 2025Q4: 19,018 shares; 2026Q1: 19,305 shares; 2026Q2: 19,199 shares 19,199 $2.6M 0.65% -106 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,101 shares; 2024Q4: 34,309 shares; 2025Q1: 35,045 shares; 2025Q2: 37,067 shares; 2025Q3: 38,541 shares; 2025Q4: 39,801 shares; 2026Q1: 40,924 shares; 2026Q2: 41,583 shares 41,583 $2.58M 0.65% +659 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,061 shares; 2025Q4: 10,929 shares; 2026Q1: 15,199 shares; 2026Q2: 15,946 shares 15,946 $2.58M 0.65% +747 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,648 shares; 2024Q4: 6,098 shares; 2025Q1: 6,165 shares; 2025Q2: 6,437 shares; 2025Q3: 6,628 shares; 2025Q4: 7,576 shares; 2026Q1: 7,961 shares; 2026Q2: 9,799 shares 9,799 $2.49M 0.63% +1,838 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,689 shares; 2024Q4: 26,460 shares; 2025Q1: 23,707 shares; 2025Q2: 23,753 shares; 2025Q3: 24,463 shares; 2025Q4: 25,753 shares; 2026Q1: 24,209 shares; 2026Q2: 25,958 shares 25,958 $2.06M 0.52% +1,749 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,702 shares; 2024Q4: 12,284 shares; 2025Q1: 14,982 shares; 2025Q2: 15,755 shares; 2025Q3: 16,042 shares; 2025Q4: 16,265 shares; 2026Q1: 16,879 shares; 2026Q2: 17,358 shares 17,358 $2.05M 0.52% +479 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; 2024Q3: 15,871 shares; 2024Q4: 15,858 shares; 2025Q1: 15,791 shares; 2025Q2: 15,618 shares; 2025Q3: 15,816 shares; 2025Q4: 16,048 shares; 2026Q1: 16,260 shares; 2026Q2: 16,491 shares 16,491 $2.03M 0.51% +231 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,967 shares; 2024Q4: 9,247 shares; 2025Q1: 3,391 shares; 2025Q2: 2,809 shares; 2025Q3: 2,786 shares; 2025Q4: 2,740 shares; 2026Q1: 2,737 shares; 2026Q2: 2,691 shares 2,691 $2.02M 0.51% -46 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,648 shares; 2024Q4: 12,161 shares; 2025Q1: 6,933 shares; 2025Q2: 6,307 shares; 2025Q3: 6,323 shares; 2025Q4: 6,221 shares; 2026Q1: 6,221 shares; 2026Q2: 24,551 shares 24,551 $1.98M 0.5% +18,330 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,500 shares; 2024Q4: 64,324 shares; 2025Q1: 79,367 shares; 2025Q2: 81,023 shares; 2025Q3: 83,430 shares; 2025Q4: 78,198 shares; 2026Q1: 80,336 shares; 2026Q2: 102,473 shares 102,473 $1.9M 0.48% +22,137 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,976 shares; 2025Q2: 15,853 shares; 2025Q3: 16,786 shares; 2025Q4: 19,120 shares; 2026Q1: 21,335 shares; 2026Q2: 16,654 shares 16,654 $1.88M 0.47% -4,681 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,114 shares; 2025Q3: 13,099 shares; 2025Q4: 4,678 shares; 2026Q1: 15,382 shares; 2026Q2: 19,958 shares 19,958 $1.83M 0.46% +4,576 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,467 shares; 2025Q2: 86,267 shares; 2025Q3: 86,267 shares; 2025Q4: 72,421 shares; 2026Q1: 72,421 shares; 2026Q2: 72,421 shares 72,421 $1.74M 0.44% 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; 2024Q3: 2,920 shares; 2024Q4: 3,064 shares; 2025Q1: 3,498 shares; 2025Q2: 3,968 shares; 2025Q3: 4,034 shares; 2025Q4: 3,908 shares; 2026Q1: 3,402 shares; 2026Q2: 3,344 shares 3,344 $1.72M 0.43% -58 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,737 shares; 2024Q4: 15,289 shares; 2025Q1: 17,795 shares; 2025Q2: 18,647 shares; 2025Q3: 24,241 shares; 2025Q4: 24,982 shares; 2026Q1: 26,392 shares; 2026Q2: 27,332 shares 27,332 $1.68M 0.42% +940 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 911 shares; 2025Q2: 1,021 shares; 2025Q3: 1,132 shares; 2025Q4: 1,157 shares; 2026Q1: 3,340 shares; 2026Q2: 3,364 shares 3,364 $1.65M 0.42% +24 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,526 shares; 2025Q1: 34,369 shares; 2025Q2: 34,369 shares; 2025Q3: 34,369 shares; 2025Q4: 34,369 shares; 2026Q1: 34,369 shares; 2026Q2: 34,369 shares 34,369 $1.63M 0.41% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,480 shares; 2025Q3: 50,547 shares; 2025Q4: 52,489 shares; 2026Q1: 72,550 shares; 2026Q2: 91,528 shares 91,528 $1.58M 0.4% +18,978 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,855 shares; 2024Q4: 20,014 shares; 2025Q1: 20,021 shares; 2025Q2: 15,126 shares; 2025Q3: 14,820 shares; 2025Q4: 14,221 shares; 2026Q1: 8,910 shares; 2026Q2: 8,298 shares 8,298 $1.53M 0.39% -612 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,662 shares; 2024Q4: 44,399 shares; 2025Q1: 45,615 shares; 2025Q2: 46,606 shares; 2025Q3: 47,720 shares; 2025Q4: 48,051 shares; 2026Q1: 16,741 shares; 2026Q2: 14,685 shares 14,685 $1.5M 0.38% -2,056 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; 2024Q3: not reported; 2024Q4: 1,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,128 shares; 2025Q3: 3,138 shares; 2025Q4: 3,118 shares; 2026Q1: 3,109 shares; 2026Q2: 2,921 shares 2,921 $1.49M 0.37% -188 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,803 shares; 2024Q4: 39,441 shares; 2025Q1: 39,840 shares; 2025Q2: 40,521 shares; 2025Q3: 40,947 shares; 2025Q4: 41,865 shares; 2026Q1: 43,128 shares; 2026Q2: 47,024 shares 47,024 $1.49M 0.37% +3,896 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,615 shares; 2024Q4: 15,216 shares; 2025Q1: 16,014 shares; 2025Q2: 16,022 shares; 2025Q3: 15,789 shares; 2025Q4: 14,633 shares; 2026Q1: 15,309 shares; 2026Q2: 15,107 shares 15,107 $1.47M 0.37% -202 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,689 shares; 2024Q4: 7,478 shares; 2025Q1: 7,729 shares; 2025Q2: 8,052 shares; 2025Q3: 8,319 shares; 2025Q4: 9,533 shares; 2026Q1: 11,486 shares; 2026Q2: 12,207 shares 12,207 $1.44M 0.36% +721 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,076 shares; 2024Q4: 12,379 shares; 2025Q1: 14,964 shares; 2025Q2: 15,883 shares; 2025Q3: 20,790 shares; 2025Q4: 21,169 shares; 2026Q1: 23,227 shares; 2026Q2: 24,079 shares 24,079 $1.36M 0.34% +852 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,319 shares; 2024Q4: 2,319 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,464 shares; 2025Q4: 2,274 shares; 2026Q1: 2,549 shares; 2026Q2: 15,077 shares 15,077 $1.3M 0.33% +12,528 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 8,376 shares; 2025Q1: 13,902 shares; 2025Q2: 27,804 shares; 2025Q3: 27,804 shares; 2025Q4: 24,968 shares; 2026Q1: 24,968 shares; 2026Q2: 24,801 shares 24,801 $1.19M 0.3% -167 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,765 shares; 2025Q2: 5,765 shares; 2025Q3: 5,765 shares; 2025Q4: 5,439 shares; 2026Q1: 5,404 shares; 2026Q2: 9,885 shares 9,885 $1.14M 0.29% +4,481 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,220 shares; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,535 shares; 2025Q4: 5,535 shares; 2026Q1: 5,535 shares; 2026Q2: 5,122 shares 5,122 $1.12M 0.28% -413 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,673 shares; 2024Q4: 20,242 shares; 2025Q1: 7,503 shares; 2025Q2: 7,595 shares; 2025Q3: 4,826 shares; 2025Q4: 4,487 shares; 2026Q1: 4,243 shares; 2026Q2: 4,154 shares 4,154 $1.05M 0.27% -89 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,890 shares; 2025Q2: 14,861 shares; 2025Q3: 15,518 shares; 2025Q4: 17,243 shares; 2026Q1: 16,007 shares; 2026Q2: 17,324 shares 17,324 $1.03M 0.26% +1,317 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,676 shares; 2025Q3: 16,444 shares; 2025Q4: 13,995 shares; 2026Q1: 15,483 shares; 2026Q2: 16,804 shares 16,804 $1.02M 0.26% +1,321 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,603 shares; 2024Q4: 23,603 shares; 2025Q1: 23,603 shares; 2025Q2: 23,603 shares; 2025Q3: 23,603 shares; 2025Q4: 23,603 shares; 2026Q1: 23,603 shares; 2026Q2: 23,603 shares 23,603 $999K 0.25% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,902 shares; 2024Q4: 2,904 shares; 2025Q1: 3,078 shares; 2025Q2: 3,080 shares; 2025Q3: 3,087 shares; 2025Q4: 3,066 shares; 2026Q1: 3,068 shares; 2026Q2: 3,669 shares 3,669 $992K 0.25% +601 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,501 shares; 2024Q4: 21,678 shares; 2025Q1: 22,430 shares; 2025Q2: 23,188 shares; 2025Q3: 23,380 shares; 2025Q4: 23,572 shares; 2026Q1: 22,610 shares; 2026Q2: 23,390 shares 23,390 $990K 0.25% +780 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 1,411 shares; 2026Q1: 1,523 shares; 2026Q2: 1,597 shares 1,597 $985K 0.25% +74 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,152 shares; 2024Q4: 11,847 shares; 2025Q1: 12,030 shares; 2025Q2: 4,121 shares; 2025Q3: 2,420 shares; 2025Q4: 5,314 shares; 2026Q1: 5,767 shares; 2026Q2: 5,845 shares 5,845 $956K 0.24% +78 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,605 shares; 2025Q2: 7,528 shares; 2025Q3: 8,090 shares; 2025Q4: 6,008 shares; 2026Q1: 5,450 shares; 2026Q2: 9,478 shares 9,478 $954K 0.24% +4,028 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,666 shares; 2025Q4: 3,668 shares; 2026Q1: 3,670 shares; 2026Q2: 3,670 shares 3,670 $938K 0.24% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887 shares; 2024Q4: 872 shares; 2025Q1: 998 shares; 2025Q2: 1,246 shares; 2025Q3: 971 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 977 shares 977 $914K 0.23% +23 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 1,410 shares; 2025Q1: 1,444 shares; 2025Q2: 1,441 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,417 shares 1,417 $899K 0.23% +24 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,992 shares; 2024Q4: 18,666 shares; 2025Q1: 18,666 shares; 2025Q2: 18,666 shares; 2025Q3: 18,666 shares; 2025Q4: 19,499 shares; 2026Q1: 18,668 shares; 2026Q2: 18,668 shares 18,668 $881K 0.22% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,322 shares 5,322 $863K 0.22% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,991 shares; 2026Q2: 4,271 shares 4,271 $853K 0.21% +280 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,023 shares 13,023 $833K 0.21% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,444 shares; 2024Q4: 6,317 shares; 2025Q1: 7,143 shares; 2025Q2: 6,964 shares; 2025Q3: 7,450 shares; 2025Q4: 7,265 shares; 2026Q1: 7,265 shares; 2026Q2: 7,265 shares 7,265 $823K 0.21% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,107 shares; 2024Q4: 5,825 shares; 2025Q1: 5,008 shares; 2025Q2: 5,067 shares; 2025Q3: 4,682 shares; 2025Q4: 3,858 shares; 2026Q1: 3,353 shares; 2026Q2: 3,440 shares 3,440 $814K 0.2% +87 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: 746 shares; 2025Q3: 822 shares; 2025Q4: 845 shares; 2026Q1: 913 shares; 2026Q2: 966 shares 966 $802K 0.2% +53 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 902 shares; 2025Q3: 980 shares; 2025Q4: 988 shares; 2026Q1: 1,035 shares; 2026Q2: 675 shares 675 $793K 0.2% -360 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096 shares 1,096 $792K 0.2% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: not reported; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 3,981 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares; 2026Q2: 4,231 shares 4,231 $784K 0.2% +250 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,815 shares; 2024Q4: 20,830 shares; 2025Q1: 20,844 shares; 2025Q2: 20,859 shares; 2025Q3: 20,874 shares; 2025Q4: 20,890 shares; 2026Q1: 20,904 shares; 2026Q2: 20,917 shares 20,917 $769K 0.19% +13 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,898 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares; 2026Q2: 10,600 shares 10,600 $763K 0.19% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,624 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares; 2026Q2: 2,976 shares 2,976 $761K 0.19% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 3,106 shares; 2025Q1: 6,939 shares; 2025Q2: 6,311 shares; 2025Q3: 6,311 shares; 2025Q4: 6,129 shares; 2026Q1: 6,058 shares; 2026Q2: 5,996 shares 5,996 $758K 0.19% -62 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 544 shares; 2026Q1: 588 shares; 2026Q2: 370 shares 370 $733K 0.18% -218 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 8,216 shares; 2025Q1: 11,394 shares; 2025Q2: 13,658 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,520 shares; 2026Q2: 14,950 shares 14,950 $717K 0.18% +430 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,794 shares; 2026Q2: 10,397 shares 10,397 $711K 0.18% +603 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 812 shares; 2024Q4: 736 shares; 2025Q1: 2,015 shares; 2025Q2: 1,981 shares; 2025Q3: 1,984 shares; 2025Q4: 1,906 shares; 2026Q1: 1,962 shares; 2026Q2: 1,963 shares 1,963 $692K 0.17% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,090 shares; 2024Q4: 7,463 shares; 2025Q1: 2,808 shares; 2025Q2: 2,433 shares; 2025Q3: 2,450 shares; 2025Q4: 2,269 shares; 2026Q1: 2,269 shares; 2026Q2: 2,266 shares 2,266 $681K 0.17% -3 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 2,351 shares; 2025Q3: 2,194 shares; 2025Q4: 2,244 shares; 2026Q1: 2,194 shares; 2026Q2: 2,194 shares 2,194 $656K 0.17% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,612 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $643K 0.16% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares; 2025Q4: 7,446 shares; 2026Q1: 8,645 shares; 2026Q2: 9,217 shares 9,217 $641K 0.16% +572 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,397 shares 4,397 $634K 0.16% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,460 shares; 2025Q3: 3,370 shares; 2025Q4: 3,276 shares; 2026Q1: 3,273 shares; 2026Q2: 3,270 shares 3,270 $623K 0.16% -3 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,610 shares 6,610 $622K 0.16% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $619K 0.16% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: 4,635 shares; 2025Q1: 8,415 shares; 2025Q2: 8,095 shares; 2025Q3: 5,706 shares; 2025Q4: 5,277 shares; 2026Q1: 4,502 shares; 2026Q2: 4,502 shares 4,502 $610K 0.15% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,682 shares 2,682 $609K 0.15% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,659 shares; 2025Q2: 6,863 shares; 2025Q3: 6,659 shares; 2025Q4: 6,381 shares; 2026Q1: 6,358 shares; 2026Q2: 6,358 shares 6,358 $609K 0.15% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,044 shares; 2026Q1: 8,649 shares; 2026Q2: 9,086 shares 9,086 $602K 0.15% +437 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,061 shares; 2024Q4: 6,780 shares; 2025Q1: 7,539 shares; 2025Q2: 7,953 shares; 2025Q3: 7,967 shares; 2025Q4: 7,977 shares; 2026Q1: 8,085 shares; 2026Q2: 8,093 shares 8,093 $602K 0.15% +8 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,068 shares; 2025Q2: 6,068 shares; 2025Q3: 6,068 shares; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares; 2026Q2: 6,461 shares 6,461 $597K 0.15% +393 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,027 shares; 2024Q4: 12,148 shares; 2025Q1: 12,267 shares; 2025Q2: 12,399 shares; 2025Q3: 12,525 shares; 2025Q4: 12,650 shares; 2026Q1: 12,775 shares; 2026Q2: 12,892 shares 12,892 $591K 0.15% +117 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,594 shares 1,594 $587K 0.15% +91 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $579K 0.15% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $555K 0.14% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 820 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,646 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $555K 0.14% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,134 shares; 2025Q3: 7,134 shares; 2025Q4: 7,134 shares; 2026Q1: 7,134 shares; 2026Q2: 7,591 shares 7,591 $553K 0.14% +457 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,425 shares 7,425 $553K 0.14% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,214 shares; 2025Q1: 1,719 shares; 2025Q2: 1,659 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $546K 0.14% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,851 shares; 2026Q2: 2,001 shares 2,001 $538K 0.14% +150 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $536K 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945 shares; 2024Q4: 2,817 shares; 2025Q1: 4,113 shares; 2025Q2: 4,113 shares; 2025Q3: 4,136 shares; 2025Q4: 4,011 shares; 2026Q1: 3,671 shares; 2026Q2: 3,884 shares 3,884 $531K 0.13% +213 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 4,940 shares; 2025Q3: 4,953 shares; 2025Q4: 4,690 shares; 2026Q1: 4,528 shares; 2026Q2: 4,528 shares 4,528 $529K 0.13% 0 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,759 shares 9,759 $528K 0.13% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,496 shares; 2025Q2: 2,877 shares; 2025Q3: 2,886 shares; 2025Q4: 2,915 shares; 2026Q1: 2,921 shares; 2026Q2: 2,983 shares 2,983 $523K 0.13% +62 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 2,312 shares; 2025Q3: 2,295 shares; 2025Q4: 2,281 shares; 2026Q1: 2,310 shares; 2026Q2: 2,365 shares 2,365 $517K 0.13% +55 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,629 shares; 2026Q1: 5,629 shares; 2026Q2: 5,629 shares 5,629 $516K 0.13% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,269 shares 6,269 $511K 0.13% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $510K 0.13% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,705 shares; 2025Q4: 4,757 shares; 2026Q1: 8,835 shares; 2026Q2: 8,751 shares 8,751 $506K 0.13% -84 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,381 shares; 2024Q4: 1,322 shares; 2025Q1: 3,374 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares; 2026Q2: 2,644 shares 2,644 $504K 0.13% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,631 shares; 2025Q2: 8,631 shares; 2025Q3: 8,657 shares; 2025Q4: 8,300 shares; 2026Q1: 8,292 shares; 2026Q2: 8,274 shares 8,274 $500K 0.13% -18 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: 2,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,843 shares 1,843 $494K 0.12% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,516 shares; 2026Q2: 2,516 shares 2,516 $490K 0.12% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,554 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 3,573 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares 2,812 $489K 0.12% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares; 2026Q2: 1,995 shares 1,995 $473K 0.12% +178 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 7,786 shares; 2026Q2: 7,786 shares 7,786 $469K 0.12% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,972 shares; 2026Q2: 5,375 shares 5,375 $468K 0.12% +403 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,992 shares; 2026Q2: 3,193 shares 3,193 $467K 0.12% +201 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,086 shares; 2025Q2: 12,086 shares; 2025Q3: 12,086 shares; 2025Q4: 12,086 shares; 2026Q1: 7,776 shares; 2026Q2: 8,308 shares 8,308 $444K 0.11% +532 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,039 shares; 2026Q2: 5,039 shares 5,039 $431K 0.11% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares 1,418 $428K 0.11% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,712 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: not reported; 2026Q1: 3,225 shares; 2026Q2: 4,300 shares 4,300 $410K 0.1% +1,075 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares 477 $409K 0.1% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,699 shares; 2026Q2: 16,588 shares 16,588 $408K 0.1% +889 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,695 shares; 2026Q1: 5,521 shares; 2026Q2: 8,521 shares 8,521 $405K 0.1% +3,000 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,322 shares 2,322 $397K 0.1% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,875 shares; 2025Q2: 8,875 shares; 2025Q3: 8,875 shares; 2025Q4: 8,387 shares; 2026Q1: 8,387 shares; 2026Q2: 8,387 shares 8,387 $396K 0.1% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares; 2026Q2: 2,930 shares 2,930 $386K 0.1% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,484 shares; 2024Q4: 4,485 shares; 2025Q1: 4,486 shares; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 5,396 shares; 2026Q1: 5,396 shares; 2026Q2: 5,396 shares 5,396 $384K 0.1% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,960 shares; 2024Q4: 5,973 shares; 2025Q1: 5,986 shares; 2025Q2: 6,000 shares; 2025Q3: 5,643 shares; 2025Q4: 5,794 shares; 2026Q1: 6,085 shares; 2026Q2: 5,578 shares 5,578 $381K 0.1% -507 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,567 shares; 2025Q2: 2,575 shares; 2025Q3: 2,590 shares; 2025Q4: 2,608 shares; 2026Q1: 2,661 shares; 2026Q2: 2,751 shares 2,751 $377K 0.09% +90 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,823 shares; 2024Q4: not reported; 2025Q1: 3,784 shares; 2025Q2: 4,336 shares; 2025Q3: 4,339 shares; 2025Q4: 4,342 shares; 2026Q1: 4,012 shares; 2026Q2: 3,631 shares 3,631 $376K 0.09% -381 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,134 shares; 2026Q1: 1,283 shares; 2026Q2: 1,283 shares 1,283 $374K 0.09% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 2,227 shares; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares 3,163 $360K 0.09% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,583 shares 1,583 $354K 0.09% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,583 shares 1,583 $350K 0.09% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,999 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 3,507 shares; 2026Q1: 3,552 shares; 2026Q2: 3,552 shares 3,552 $349K 0.09% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,995 shares; 2024Q4: 10,604 shares; 2025Q1: 9,614 shares; 2025Q2: 9,724 shares; 2025Q3: 10,607 shares; 2025Q4: 7,719 shares; 2026Q1: 6,843 shares; 2026Q2: 6,897 shares 6,897 $349K 0.09% +54 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,738 shares; 2024Q4: 5,015 shares; 2025Q1: 13,200 shares; 2025Q2: 12,753 shares; 2025Q3: 13,111 shares; 2025Q4: not reported; 2026Q1: 13,076 shares; 2026Q2: 12,740 shares 12,740 $349K 0.09% -336 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,684 shares; 2025Q2: 5,491 shares; 2025Q3: 5,550 shares; 2025Q4: 2,848 shares; 2026Q1: 6,332 shares; 2026Q2: 4,189 shares 4,189 $337K 0.08% -2,143 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,438 shares; 2024Q4: 4,438 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 3,998 shares; 2025Q4: 3,998 shares; 2026Q1: 3,998 shares; 2026Q2: 3,998 shares 3,998 $334K 0.08% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,286 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares; 2026Q1: 3,564 shares; 2026Q2: 3,564 shares 3,564 $330K 0.08% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 2,983 shares; 2025Q4: 2,983 shares; 2026Q1: 2,983 shares; 2026Q2: 2,983 shares 2,983 $329K 0.08% 0 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; 2024Q3: 2,868 shares; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: 2,868 shares; 2026Q2: 2,868 shares 2,868 $315K 0.08% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,955 shares; 2024Q4: 7,643 shares; 2025Q1: 7,643 shares; 2025Q2: 7,643 shares; 2025Q3: 7,450 shares; 2025Q4: 6,284 shares; 2026Q1: 6,284 shares; 2026Q2: 6,284 shares 6,284 $310K 0.08% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,462 shares; 2025Q1: 2,464 shares; 2025Q2: 2,265 shares; 2025Q3: 1,931 shares; 2025Q4: 1,932 shares; 2026Q1: 1,933 shares; 2026Q2: 2,134 shares 2,134 $305K 0.08% +201 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,195 shares; 2026Q1: 3,195 shares; 2026Q2: 3,195 shares 3,195 $294K 0.07% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,409 shares; 2025Q2: 5,409 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares; 2026Q1: 5,409 shares; 2026Q2: 5,409 shares 5,409 $293K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,307 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares; 2026Q2: 1,303 shares 1,303 $292K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,741 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,077 shares 2,077 $290K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $290K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 958 shares; 2025Q1: 1,002 shares; 2025Q2: 962 shares; 2025Q3: 964 shares; 2025Q4: 1,060 shares; 2026Q1: 1,062 shares; 2026Q2: 1,064 shares 1,064 $289K 0.07% +2 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 1,535 shares 1,535 $289K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,106 shares; 2025Q2: 875 shares; 2025Q3: 911 shares; 2025Q4: 858 shares; 2026Q1: 798 shares; 2026Q2: 766 shares 766 $286K 0.07% -32 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $284K 0.07% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $280K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 471 shares; 2026Q1: 405 shares; 2026Q2: 399 shares 399 $274K 0.07% -6 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,072 shares; 2026Q2: 5,073 shares 5,073 $270K 0.07% +1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,027 shares; 2025Q2: 2,028 shares; 2025Q3: 1,858 shares; 2025Q4: 1,830 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $269K 0.07% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,082 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,117 shares; 2026Q2: 1,082 shares 1,082 $266K 0.07% -35 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,972 shares; 2026Q2: 3,022 shares 3,022 $263K 0.07% +50 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 320 shares; 2025Q1: 348 shares; 2025Q2: 592 shares; 2025Q3: 617 shares; 2025Q4: 3,480 shares; 2026Q1: 3,677 shares; 2026Q2: 3,677 shares 3,677 $263K 0.07% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 743 shares; 2026Q1: 903 shares; 2026Q2: 843 shares 843 $258K 0.06% -60 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,574 shares; 2026Q2: 2,574 shares 2,574 $253K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 1,238 shares; 2025Q3: 1,221 shares; 2025Q4: 1,406 shares; 2026Q1: 1,959 shares; 2026Q2: 1,982 shares 1,982 $249K 0.06% +23 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $247K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 8,581 shares; 2025Q1: 8,767 shares; 2025Q2: 8,989 shares; 2025Q3: 10,518 shares; 2025Q4: 11,558 shares; 2026Q1: 12,341 shares; 2026Q2: 1,984 shares 1,984 $247K 0.06% -10,357 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $246K 0.06% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 790 shares; 2026Q2: 801 shares 801 $242K 0.06% +11 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $242K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,302 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares; 2026Q2: 2,315 shares 2,315 $241K 0.06% +28 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794 $241K 0.06% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,272 shares; 2024Q4: 4,800 shares; 2025Q1: 5,194 shares; 2025Q2: 5,071 shares; 2025Q3: 7,042 shares; 2025Q4: 7,310 shares; 2026Q1: 8,013 shares; 2026Q2: 8,332 shares 8,332 $235K 0.06% +319 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,084 shares; 2025Q4: 5,084 shares; 2026Q1: 4,712 shares; 2026Q2: 4,712 shares 4,712 $225K 0.06% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,083 shares; 2026Q1: not reported; 2026Q2: 1,822 shares 1,822 $220K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 7,424 shares; 2025Q4: 7,198 shares; 2026Q1: 7,003 shares; 2026Q2: 2,600 shares 2,600 $215K 0.05% -4,403 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares 853 $210K 0.05% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,248 shares 1,248 $208K 0.05% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $205K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,836 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,569 shares 3,569 $203K 0.05% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $203K 0.05% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $202K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: not reported; 2026Q2: 403 shares 403 $202K 0.05% new Timeline