NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,201 shares; 2024Q4: 132,425 shares; 2025Q1: 125,937 shares; 2025Q2: 125,338 shares; 2025Q3: 122,406 shares; 2025Q4: 118,847 shares; 2026Q1: 117,183 shares; 2026Q2: 111,090 shares 111,090 $22.2M 2.9% -6,093 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: 35,413 shares; 2024Q4: 34,837 shares; 2025Q1: 41,679 shares; 2025Q2: 41,285 shares; 2025Q3: 40,986 shares; 2025Q4: 40,584 shares; 2026Q1: 38,764 shares; 2026Q2: 30,691 shares 30,691 $22.1M 2.88% -8,073 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: 186,209 shares; 2024Q4: 196,419 shares; 2025Q1: 201,348 shares; 2025Q2: 212,939 shares; 2025Q3: 225,899 shares; 2025Q4: 274,742 shares; 2026Q1: 288,503 shares; 2026Q2: 294,267 shares 294,267 $21M 2.73% +5,764 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: 38,844 shares; 2024Q4: 39,328 shares; 2025Q1: 47,410 shares; 2025Q2: 63,441 shares; 2025Q3: 63,114 shares; 2025Q4: 60,659 shares; 2026Q1: 59,362 shares; 2026Q2: 56,468 shares 56,468 $20.2M 2.63% -2,894 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,746 shares; 2024Q4: 284,961 shares; 2025Q1: 297,814 shares; 2025Q2: 305,682 shares; 2025Q3: 332,361 shares; 2025Q4: 353,356 shares; 2026Q1: 379,909 shares; 2026Q2: 394,035 shares 394,035 $19.8M 2.59% +14,126 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: 67,048 shares; 2024Q4: 65,458 shares; 2025Q1: 62,731 shares; 2025Q2: 61,533 shares; 2025Q3: 59,869 shares; 2025Q4: 59,321 shares; 2026Q1: 58,254 shares; 2026Q2: 57,663 shares 57,663 $18.9M 2.46% -591 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: 54,102 shares; 2024Q4: 53,256 shares; 2025Q1: 51,322 shares; 2025Q2: 50,459 shares; 2025Q3: 49,781 shares; 2025Q4: 49,535 shares; 2026Q1: 49,416 shares; 2026Q2: 49,499 shares 49,499 $18.5M 2.41% +83 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: 75,876 shares; 2024Q4: 75,695 shares; 2025Q1: 73,702 shares; 2025Q2: 73,205 shares; 2025Q3: 72,992 shares; 2025Q4: 73,016 shares; 2026Q1: 71,246 shares; 2026Q2: 69,914 shares 69,914 $17.8M 2.31% -1,332 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: 20,826 shares; 2024Q4: 19,847 shares; 2025Q1: 17,594 shares; 2025Q2: 17,196 shares; 2025Q3: 17,087 shares; 2025Q4: 17,147 shares; 2026Q1: 17,121 shares; 2026Q2: 17,072 shares 17,072 $16M 2.08% -49 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: 33,693 shares; 2024Q4: 33,246 shares; 2025Q1: 32,173 shares; 2025Q2: 31,684 shares; 2025Q3: 31,511 shares; 2025Q4: 31,710 shares; 2026Q1: 31,432 shares; 2026Q2: 30,583 shares 30,583 $15.9M 2.07% -849 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,229 shares; 2024Q4: 117,575 shares; 2025Q1: 124,887 shares; 2025Q2: 132,261 shares; 2025Q3: 146,909 shares; 2025Q4: 156,379 shares; 2026Q1: 174,078 shares; 2026Q2: 183,465 shares 183,465 $15.1M 1.96% +9,387 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: 47,682 shares; 2024Q4: 46,598 shares; 2025Q1: 45,489 shares; 2025Q2: 44,866 shares; 2025Q3: 44,455 shares; 2025Q4: 44,583 shares; 2026Q1: 44,205 shares; 2026Q2: 43,390 shares 43,390 $14.8M 1.93% -815 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,285 shares; 2024Q4: 107,730 shares; 2025Q1: 104,423 shares; 2025Q2: 102,139 shares; 2025Q3: 101,124 shares; 2025Q4: 100,462 shares; 2026Q1: 99,809 shares; 2026Q2: 97,332 shares 97,332 $14.7M 1.92% -2,477 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: 26,317 shares; 2024Q4: 26,021 shares; 2025Q1: 24,859 shares; 2025Q2: 24,230 shares; 2025Q3: 24,202 shares; 2025Q4: 24,141 shares; 2026Q1: 23,880 shares; 2026Q2: 23,063 shares 23,063 $14.6M 1.91% -817 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,949 shares; 2024Q4: 79,830 shares; 2025Q1: 78,310 shares; 2025Q2: 82,714 shares; 2025Q3: 87,194 shares; 2025Q4: 92,587 shares; 2026Q1: 96,096 shares; 2026Q2: 98,561 shares 98,561 $14.6M 1.9% +2,465 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: 108,967 shares; 2024Q4: 108,123 shares; 2025Q1: 116,309 shares; 2025Q2: 113,512 shares; 2025Q3: 112,991 shares; 2025Q4: 113,711 shares; 2026Q1: 112,507 shares; 2026Q2: 113,039 shares 113,039 $14.5M 1.89% +532 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: 46,775 shares; 2024Q4: 45,804 shares; 2025Q1: 44,305 shares; 2025Q2: 43,353 shares; 2025Q3: 42,837 shares; 2025Q4: 42,601 shares; 2026Q1: 42,071 shares; 2026Q2: 40,891 shares 40,891 $14M 1.83% -1,180 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: 172,628 shares; 2024Q4: 171,331 shares; 2025Q1: 167,884 shares; 2025Q2: 163,244 shares; 2025Q3: 162,584 shares; 2025Q4: 162,777 shares; 2026Q1: 160,752 shares; 2026Q2: 159,465 shares 159,465 $14M 1.82% -1,287 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,039 shares; 2024Q4: 48,715 shares; 2025Q1: 47,493 shares; 2025Q2: 47,144 shares; 2025Q3: 46,584 shares; 2025Q4: 46,732 shares; 2026Q1: 46,177 shares; 2026Q2: 45,220 shares 45,220 $13.1M 1.71% -957 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,579 shares; 2024Q4: 69,347 shares; 2025Q1: 65,547 shares; 2025Q2: 62,803 shares; 2025Q3: 62,188 shares; 2025Q4: 62,198 shares; 2026Q1: 62,173 shares; 2026Q2: 61,307 shares 61,307 $13.1M 1.7% -866 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: 82,315 shares; 2024Q4: 81,679 shares; 2025Q1: 79,072 shares; 2025Q2: 78,624 shares; 2025Q3: 78,769 shares; 2025Q4: 79,590 shares; 2026Q1: 79,912 shares; 2026Q2: 80,379 shares 80,379 $11.8M 1.54% +467 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: 44,763 shares; 2024Q4: 44,260 shares; 2025Q1: 43,392 shares; 2025Q2: 42,535 shares; 2025Q3: 42,387 shares; 2025Q4: 42,650 shares; 2026Q1: 42,065 shares; 2026Q2: 42,022 shares 42,022 $11.4M 1.48% -43 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,138 shares; 2024Q4: 75,320 shares; 2025Q1: 70,473 shares; 2025Q2: 67,754 shares; 2025Q3: 67,524 shares; 2025Q4: 67,639 shares; 2026Q1: 67,776 shares; 2026Q2: 67,337 shares 67,337 $11.3M 1.47% -439 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: 1,920 shares; 2024Q4: 1,821 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,754 shares; 2026Q1: 49,437 shares; 2026Q2: 49,986 shares 49,986 $11.2M 1.46% +549 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,938 shares; 2024Q4: 73,509 shares; 2025Q1: 72,308 shares; 2025Q2: 71,057 shares; 2025Q3: 70,622 shares; 2025Q4: 70,869 shares; 2026Q1: 70,211 shares; 2026Q2: 70,745 shares 70,745 $11.1M 1.44% +534 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: 10,105 shares; 2024Q4: 10,145 shares; 2025Q1: 14,116 shares; 2025Q2: 22,050 shares; 2025Q3: 22,131 shares; 2025Q4: 22,187 shares; 2026Q1: 22,065 shares; 2026Q2: 22,101 shares 22,101 $11.1M 1.44% +36 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,625 shares; 2024Q4: 39,366 shares; 2025Q1: 38,639 shares; 2025Q2: 38,006 shares; 2025Q3: 37,536 shares; 2025Q4: 37,701 shares; 2026Q1: 37,433 shares; 2026Q2: 36,766 shares 36,766 $11M 1.43% -667 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,187 shares; 2024Q4: 35,743 shares; 2025Q1: 34,841 shares; 2025Q2: 34,536 shares; 2025Q3: 34,443 shares; 2025Q4: 34,350 shares; 2026Q1: 34,094 shares; 2026Q2: 33,910 shares 33,910 $10.8M 1.41% -184 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: 95,384 shares; 2024Q4: 92,960 shares; 2025Q1: 89,789 shares; 2025Q2: 88,144 shares; 2025Q3: 84,893 shares; 2025Q4: 71,261 shares; 2026Q1: 71,571 shares; 2026Q2: 71,335 shares 71,335 $10.5M 1.36% -236 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; 2024Q3: 21,124 shares; 2024Q4: 20,937 shares; 2025Q1: 20,666 shares; 2025Q2: 20,462 shares; 2025Q3: 20,892 shares; 2025Q4: 20,968 shares; 2026Q1: 20,907 shares; 2026Q2: 20,831 shares 20,831 $10.3M 1.35% -76 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: 361,963 shares; 2024Q4: 348,111 shares; 2025Q1: 331,602 shares; 2025Q2: 324,876 shares; 2025Q3: 323,438 shares; 2025Q4: 325,538 shares; 2026Q1: 322,135 shares; 2026Q2: 318,213 shares 318,213 $10.2M 1.33% -3,922 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,942 shares; 2024Q4: 63,901 shares; 2025Q1: 62,952 shares; 2025Q2: 62,756 shares; 2025Q3: 63,203 shares; 2025Q4: 71,082 shares; 2026Q1: 73,082 shares; 2026Q2: 133,588 shares 133,588 $9.6M 1.25% +60,506 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,842 shares; 2024Q4: 94,041 shares; 2025Q1: 94,284 shares; 2025Q2: 93,711 shares; 2025Q3: 92,771 shares; 2025Q4: 90,276 shares; 2026Q1: 88,872 shares; 2026Q2: 126,913 shares 126,913 $9.58M 1.25% +38,041 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,248 shares; 2024Q4: 74,730 shares; 2025Q1: 73,049 shares; 2025Q2: 71,636 shares; 2025Q3: 72,046 shares; 2025Q4: 72,866 shares; 2026Q1: 72,926 shares; 2026Q2: 73,855 shares 73,855 $9.35M 1.22% +929 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,439 shares; 2024Q4: 57,463 shares; 2025Q1: 64,223 shares; 2025Q2: 68,398 shares; 2025Q3: 72,622 shares; 2025Q4: 75,734 shares; 2026Q1: 80,127 shares; 2026Q2: 83,138 shares 83,138 $9.1M 1.19% +3,011 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: 69,430 shares; 2024Q4: 69,453 shares; 2025Q1: 68,143 shares; 2025Q2: 67,897 shares; 2025Q3: 67,435 shares; 2025Q4: 67,664 shares; 2026Q1: 67,375 shares; 2026Q2: 66,742 shares 66,742 $9.04M 1.18% -633 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,729 shares; 2024Q4: 61,678 shares; 2025Q1: 58,184 shares; 2025Q2: 56,039 shares; 2025Q3: 56,299 shares; 2025Q4: 56,817 shares; 2026Q1: 68,992 shares; 2026Q2: 67,963 shares 67,963 $8.93M 1.16% -1,029 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,308 shares; 2024Q4: 124,756 shares; 2025Q1: 122,215 shares; 2025Q2: 120,164 shares; 2025Q3: 119,098 shares; 2025Q4: 119,349 shares; 2026Q1: 116,112 shares; 2026Q2: 112,904 shares 112,904 $8.83M 1.15% -3,208 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,470 shares; 2024Q4: 24,475 shares; 2025Q1: 24,393 shares; 2025Q2: 35,180 shares; 2025Q3: 35,141 shares; 2025Q4: 35,366 shares; 2026Q1: 51,692 shares; 2026Q2: 42,973 shares 42,973 $8.81M 1.15% -8,719 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: 27,410 shares; 2024Q4: 26,856 shares; 2025Q1: 25,943 shares; 2025Q2: 25,437 shares; 2025Q3: 25,178 shares; 2025Q4: 25,234 shares; 2026Q1: 25,238 shares; 2026Q2: 24,722 shares 24,722 $8.72M 1.14% -516 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,302 shares; 2024Q4: 49,906 shares; 2025Q1: 54,870 shares; 2025Q2: 61,105 shares; 2025Q3: 67,109 shares; 2025Q4: 75,235 shares; 2026Q1: 80,693 shares; 2026Q2: 84,257 shares 84,257 $8.62M 1.12% +3,564 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,309 shares; 2024Q4: 122,398 shares; 2025Q1: 142,887 shares; 2025Q2: 158,070 shares; 2025Q3: 167,014 shares; 2025Q4: 171,509 shares; 2026Q1: 175,513 shares; 2026Q2: 174,449 shares 174,449 $8.45M 1.1% -1,064 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: 77,849 shares; 2024Q4: 76,754 shares; 2025Q1: 74,458 shares; 2025Q2: 72,644 shares; 2025Q3: 71,920 shares; 2025Q4: 72,016 shares; 2026Q1: 71,393 shares; 2026Q2: 70,649 shares 70,649 $8.35M 1.09% -744 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: 60,055 shares; 2024Q4: 59,981 shares; 2025Q1: 59,677 shares; 2025Q2: 59,570 shares; 2025Q3: 59,820 shares; 2025Q4: 60,093 shares; 2026Q1: 60,148 shares; 2026Q2: 61,162 shares 61,162 $8.28M 1.08% +1,014 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; 2024Q3: 15,390 shares; 2024Q4: 15,203 shares; 2025Q1: 14,904 shares; 2025Q2: 14,738 shares; 2025Q3: 14,725 shares; 2025Q4: 14,812 shares; 2026Q1: 19,566 shares; 2026Q2: 19,918 shares 19,918 $8.11M 1.06% +352 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; 2024Q3: 36,221 shares; 2024Q4: 35,585 shares; 2025Q1: 34,441 shares; 2025Q2: 34,025 shares; 2025Q3: 33,617 shares; 2025Q4: 33,744 shares; 2026Q1: 33,305 shares; 2026Q2: 32,905 shares 32,905 $7.84M 1.02% -400 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: 130,682 shares; 2024Q4: 131,129 shares; 2025Q1: 130,990 shares; 2025Q2: 129,520 shares; 2025Q3: 129,526 shares; 2025Q4: 131,803 shares; 2026Q1: 132,301 shares; 2026Q2: 132,066 shares 132,066 $7.64M 1% -235 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: 45,242 shares; 2024Q4: 44,878 shares; 2025Q1: 44,989 shares; 2025Q2: 45,374 shares; 2025Q3: 45,311 shares; 2025Q4: 45,246 shares; 2026Q1: 45,746 shares; 2026Q2: 45,693 shares 45,693 $7.57M 0.99% -53 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,827 shares; 2024Q4: 41,365 shares; 2025Q1: 44,509 shares; 2025Q2: 47,411 shares; 2025Q3: 50,976 shares; 2025Q4: 55,961 shares; 2026Q1: 60,421 shares; 2026Q2: 62,695 shares 62,695 $7.36M 0.96% +2,274 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; 2024Q3: 67,638 shares; 2024Q4: 67,107 shares; 2025Q1: 66,006 shares; 2025Q2: 64,232 shares; 2025Q3: 63,510 shares; 2025Q4: 63,849 shares; 2026Q1: 62,729 shares; 2026Q2: 62,259 shares 62,259 $7.35M 0.96% -470 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: 2,433 shares; 2024Q4: 2,382 shares; 2025Q1: 2,356 shares; 2025Q2: 2,383 shares; 2025Q3: 2,542 shares; 2025Q4: 9,306 shares; 2026Q1: 9,128 shares; 2026Q2: 9,279 shares 9,279 $6.95M 0.91% +151 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; 2024Q3: 45,238 shares; 2024Q4: 45,095 shares; 2025Q1: 44,059 shares; 2025Q2: 43,367 shares; 2025Q3: 42,407 shares; 2025Q4: 42,502 shares; 2026Q1: 42,263 shares; 2026Q2: 41,532 shares 41,532 $6.77M 0.88% -731 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,172 shares; 2024Q4: 96,949 shares; 2025Q1: 92,991 shares; 2025Q2: 91,753 shares; 2025Q3: 91,481 shares; 2025Q4: 103,140 shares; 2026Q1: 102,616 shares; 2026Q2: 99,640 shares 99,640 $6.69M 0.87% -2,976 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; 2024Q3: 97,694 shares; 2024Q4: 96,544 shares; 2025Q1: 94,635 shares; 2025Q2: 92,597 shares; 2025Q3: 92,215 shares; 2025Q4: 91,465 shares; 2026Q1: 91,242 shares; 2026Q2: 89,367 shares 89,367 $6.51M 0.85% -1,875 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: 67,311 shares; 2024Q4: 67,499 shares; 2025Q1: 108,097 shares; 2025Q2: 108,144 shares; 2025Q3: 107,546 shares; 2025Q4: 108,406 shares; 2026Q1: 107,733 shares; 2026Q2: 107,259 shares 107,259 $6.48M 0.84% -474 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,891 shares; 2024Q4: 34,308 shares; 2025Q1: 39,142 shares; 2025Q2: 40,991 shares; 2025Q3: 46,479 shares; 2025Q4: 48,980 shares; 2026Q1: 52,215 shares; 2026Q2: 52,813 shares 52,813 $5.76M 0.75% +598 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: 48,086 shares; 2024Q4: 46,692 shares; 2025Q1: 44,867 shares; 2025Q2: 44,704 shares; 2025Q3: 44,744 shares; 2025Q4: 45,623 shares; 2026Q1: 45,835 shares; 2026Q2: 46,125 shares 46,125 $5.74M 0.75% +290 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,556 shares; 2024Q4: 57,203 shares; 2025Q1: 55,521 shares; 2025Q2: 55,592 shares; 2025Q3: 55,763 shares; 2025Q4: 56,594 shares; 2026Q1: 57,778 shares; 2026Q2: 58,985 shares 58,985 $5.69M 0.74% +1,207 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,333 shares; 2024Q4: 130,610 shares; 2025Q1: 138,690 shares; 2025Q2: 145,011 shares; 2025Q3: 148,657 shares; 2025Q4: 154,918 shares; 2026Q1: 171,581 shares; 2026Q2: 176,598 shares 176,598 $5.6M 0.73% +5,017 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,582 shares; 2024Q4: 96,537 shares; 2025Q1: 95,497 shares; 2025Q2: 95,480 shares; 2025Q3: 95,626 shares; 2025Q4: 96,642 shares; 2026Q1: 95,727 shares; 2026Q2: 95,701 shares 95,701 $5.19M 0.68% -26 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; 2024Q3: 114,588 shares; 2024Q4: 112,083 shares; 2025Q1: 108,535 shares; 2025Q2: 107,622 shares; 2025Q3: 106,408 shares; 2025Q4: 105,050 shares; 2026Q1: 99,739 shares; 2026Q2: 94,748 shares 94,748 $4.78M 0.62% -4,991 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: 17,189 shares; 2024Q4: 16,566 shares; 2025Q1: 15,786 shares; 2025Q2: 14,612 shares; 2025Q3: 14,647 shares; 2025Q4: 14,957 shares; 2026Q1: 14,689 shares; 2026Q2: 15,448 shares 15,448 $4.47M 0.58% +759 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: 52,745 shares; 2024Q4: 51,725 shares; 2025Q1: 47,167 shares; 2025Q2: 39,608 shares; 2025Q3: 38,953 shares; 2025Q4: 54,171 shares; 2026Q1: 52,575 shares; 2026Q2: 50,871 shares 50,871 $3.92M 0.51% -1,704 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: 9,941 shares; 2024Q4: 9,958 shares; 2025Q1: 9,781 shares; 2025Q2: 9,829 shares; 2025Q3: 9,781 shares; 2025Q4: 9,870 shares; 2026Q1: 9,842 shares; 2026Q2: 9,736 shares 9,736 $3.92M 0.51% -106 Timeline SPYG 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: 7,211 shares; 2024Q4: 12,886 shares; 2025Q1: 16,640 shares; 2025Q2: 19,018 shares; 2025Q3: 21,503 shares; 2025Q4: 22,986 shares; 2026Q1: 26,688 shares; 2026Q2: 30,054 shares 30,054 $3.58M 0.47% +3,366 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,837 shares; 2024Q4: 66,690 shares; 2025Q1: 66,900 shares; 2025Q2: 65,295 shares; 2025Q3: 64,829 shares; 2025Q4: 64,831 shares; 2026Q1: 64,809 shares; 2026Q2: 64,645 shares 64,645 $3.22M 0.42% -164 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: 9,836 shares; 2024Q4: 10,509 shares; 2025Q1: 10,829 shares; 2025Q2: 9,919 shares; 2025Q3: 9,429 shares; 2025Q4: 9,451 shares; 2026Q1: 9,252 shares; 2026Q2: 9,869 shares 9,869 $2.48M 0.32% +617 Timeline DGRO 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: 26,559 shares; 2026Q1: 26,304 shares; 2026Q2: 26,139 shares 26,139 $1.98M 0.26% -165 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: 2,624 shares; 2024Q4: 2,474 shares; 2025Q1: 2,294 shares; 2025Q2: 4,881 shares; 2025Q3: 5,491 shares; 2025Q4: 6,066 shares; 2026Q1: 6,272 shares; 2026Q2: 8,138 shares 8,138 $1.94M 0.25% +1,866 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: 1,587 shares; 2024Q4: 1,416 shares; 2025Q1: 1,270 shares; 2025Q2: 1,263 shares; 2025Q3: 1,247 shares; 2025Q4: 1,252 shares; 2026Q1: 1,225 shares; 2026Q2: 1,578 shares 1,578 $1.89M 0.25% +353 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: 3,962 shares; 2024Q4: 3,939 shares; 2025Q1: 3,941 shares; 2025Q2: 3,812 shares; 2025Q3: 3,756 shares; 2025Q4: 3,813 shares; 2026Q1: 3,763 shares; 2026Q2: 3,743 shares 3,743 $1.87M 0.24% -20 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 2,416 shares; 2025Q1: 1,616 shares; 2025Q2: 1,600 shares; 2025Q3: 1,647 shares; 2025Q4: 1,635 shares; 2026Q1: 1,597 shares; 2026Q2: 1,565 shares 1,565 $1.67M 0.22% -32 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: 11,154 shares; 2024Q4: 10,858 shares; 2025Q1: 9,591 shares; 2025Q2: 9,560 shares; 2025Q3: 9,085 shares; 2025Q4: 9,307 shares; 2026Q1: 9,433 shares; 2026Q2: 11,620 shares 11,620 $1.59M 0.21% +2,187 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,502 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,814 shares; 2025Q3: 2,856 shares; 2025Q4: 2,967 shares; 2026Q1: 2,839 shares; 2026Q2: 2,717 shares 2,717 $1.42M 0.19% -122 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,823 shares 13,823 $1.41M 0.18% new 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: 1,978 shares; 2024Q4: 1,575 shares; 2025Q1: 1,842 shares; 2025Q2: 2,044 shares; 2025Q3: 2,004 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 1,928 shares 1,928 $1.39M 0.18% -52 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,498 shares; 2024Q4: 3,354 shares; 2025Q1: 3,014 shares; 2025Q2: 2,604 shares; 2025Q3: 2,895 shares; 2025Q4: 2,143 shares; 2026Q1: 1,909 shares; 2026Q2: 1,135 shares 1,135 $1.31M 0.17% -774 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: 18,310 shares; 2024Q4: 14,598 shares; 2025Q1: 14,205 shares; 2025Q2: 13,573 shares; 2025Q3: 12,907 shares; 2025Q4: 12,811 shares; 2026Q1: 11,661 shares; 2026Q2: 11,036 shares 11,036 $1.25M 0.16% -625 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: 3,814 shares; 2024Q4: 3,814 shares; 2025Q1: 3,764 shares; 2025Q2: 3,689 shares; 2025Q3: 3,514 shares; 2025Q4: 3,239 shares; 2026Q1: 3,003 shares; 2026Q2: 3,088 shares 3,088 $1.14M 0.15% +85 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: 12,766 shares; 2024Q4: 12,283 shares; 2025Q1: 11,345 shares; 2025Q2: 11,215 shares; 2025Q3: 10,694 shares; 2025Q4: 10,816 shares; 2026Q1: 10,621 shares; 2026Q2: 10,554 shares 10,554 $1.04M 0.14% -67 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,559 shares; 2024Q4: 10,359 shares; 2025Q1: 10,052 shares; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares; 2025Q4: 9,696 shares; 2026Q1: 9,696 shares; 2026Q2: 9,598 shares 9,598 $997K 0.13% -98 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,629 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,005 shares; 2025Q4: 5,006 shares; 2026Q1: 4,513 shares; 2026Q2: 4,179 shares 4,179 $989K 0.13% -334 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; 2024Q3: 3,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,996 shares; 2025Q3: 2,996 shares; 2025Q4: 2,978 shares; 2026Q1: 2,928 shares; 2026Q2: 2,928 shares 2,928 $967K 0.13% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: 1,500 shares; 2025Q1: 1,624 shares; 2025Q2: 1,443 shares; 2025Q3: 1,437 shares; 2025Q4: 1,407 shares; 2026Q1: 1,253 shares; 2026Q2: 1,250 shares 1,250 $933K 0.12% -3 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: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 2,849 shares; 2025Q2: 2,378 shares; 2025Q3: 2,653 shares; 2025Q4: 2,632 shares; 2026Q1: 2,608 shares; 2026Q2: 2,633 shares 2,633 $930K 0.12% +25 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,253 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,697 shares; 2025Q4: 1,697 shares; 2026Q1: 1,737 shares; 2026Q2: 6,624 shares 6,624 $823K 0.11% +4,887 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 807 shares; 2025Q1: 714 shares; 2025Q2: 674 shares; 2025Q3: 779 shares; 2025Q4: 1,398 shares; 2026Q1: 1,405 shares; 2026Q2: 1,431 shares 1,431 $806K 0.11% +26 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,050 shares; 2025Q4: 1,088 shares; 2026Q1: 1,202 shares; 2026Q2: 2,137 shares 2,137 $799K 0.1% +935 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: 1,606 shares; 2024Q4: 1,111 shares; 2025Q1: 1,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 2,621 shares; 2026Q2: 2,621 shares 2,621 $794K 0.1% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,566 shares; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: 3,566 shares; 2026Q1: 3,467 shares; 2026Q2: 3,351 shares 3,351 $761K 0.1% -116 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: 2,110 shares; 2024Q4: 1,912 shares; 2025Q1: 2,079 shares; 2025Q2: 2,185 shares; 2025Q3: 2,118 shares; 2025Q4: 2,107 shares; 2026Q1: 2,081 shares; 2026Q2: 2,092 shares 2,092 $708K 0.09% +11 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,989 shares; 2026Q1: 13,989 shares; 2026Q2: 13,989 shares 13,989 $708K 0.09% 0 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: 3,770 shares; 2024Q4: 3,882 shares; 2025Q1: 3,714 shares; 2025Q2: 3,615 shares; 2025Q3: 3,871 shares; 2025Q4: 3,559 shares; 2026Q1: 3,308 shares; 2026Q2: 3,911 shares 3,911 $708K 0.09% +603 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,158 shares; 2024Q4: 5,906 shares; 2025Q1: 10,689 shares; 2025Q2: 10,542 shares; 2025Q3: 9,634 shares; 2025Q4: 8,536 shares; 2026Q1: 8,175 shares; 2026Q2: 8,459 shares 8,459 $687K 0.09% +284 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,091 shares 1,091 $634K 0.08% new 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; 2024Q3: 1,726 shares; 2024Q4: not reported; 2025Q1: 2,288 shares; 2025Q2: 2,223 shares; 2025Q3: 2,132 shares; 2025Q4: 2,073 shares; 2026Q1: 1,844 shares; 2026Q2: 1,403 shares 1,403 $605K 0.08% -441 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $593K 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,448 shares; 2024Q4: 2,887 shares; 2025Q1: 2,733 shares; 2025Q2: 2,671 shares; 2025Q3: 2,606 shares; 2025Q4: 2,547 shares; 2026Q1: 2,884 shares; 2026Q2: 2,748 shares 2,748 $574K 0.07% -136 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; 2024Q3: 25,643 shares; 2024Q4: 27,043 shares; 2025Q1: 25,574 shares; 2025Q2: 26,574 shares; 2025Q3: 25,809 shares; 2025Q4: 26,191 shares; 2026Q1: 27,043 shares; 2026Q2: 27,178 shares 27,178 $563K 0.07% +135 Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION 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: 2,948 shares 2,948 $559K 0.07% new ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,867 shares; 2024Q4: 1,855 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,821 shares; 2026Q2: 1,991 shares 1,991 $539K 0.07% +170 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,718 shares; 2024Q4: 4,474 shares; 2025Q1: 5,436 shares; 2025Q2: 5,279 shares; 2025Q3: 5,112 shares; 2025Q4: 4,961 shares; 2026Q1: 4,961 shares; 2026Q2: 5,027 shares 5,027 $514K 0.07% +66 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: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,289 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $513K 0.07% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 3,966 shares; 2025Q1: 4,297 shares; 2025Q2: 6,062 shares; 2025Q3: 5,917 shares; 2025Q4: 5,781 shares; 2026Q1: 5,781 shares; 2026Q2: 5,594 shares 5,594 $510K 0.07% -187 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 431 shares 431 $506K 0.07% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,824 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $506K 0.07% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,880 shares; 2024Q4: 3,661 shares; 2025Q1: 3,827 shares; 2025Q2: 4,126 shares; 2025Q3: 3,995 shares; 2025Q4: 3,878 shares; 2026Q1: 4,094 shares; 2026Q2: 4,692 shares 4,692 $502K 0.07% +598 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: 7,304 shares; 2024Q4: 6,847 shares; 2025Q1: 6,488 shares; 2025Q2: 6,068 shares; 2025Q3: 5,510 shares; 2025Q4: 3,364 shares; 2026Q1: 3,756 shares; 2026Q2: 3,059 shares 3,059 $496K 0.06% -697 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,255 shares; 2025Q4: 1,481 shares; 2026Q1: 1,646 shares; 2026Q2: 1,696 shares 1,696 $477K 0.06% +50 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,944 shares 4,944 $473K 0.06% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 350 shares; 2025Q4: 389 shares; 2026Q1: 428 shares; 2026Q2: 411 shares 411 $466K 0.06% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,743 shares 5,743 $463K 0.06% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares; 2026Q2: 2,545 shares 2,545 $449K 0.06% -6 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 663 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 626 shares 626 $446K 0.06% -24 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: not reported; 2024Q4: 3,492 shares; 2025Q1: 3,551 shares; 2025Q2: 4,292 shares; 2025Q3: 4,189 shares; 2025Q4: 4,157 shares; 2026Q1: 3,965 shares; 2026Q2: 4,476 shares 4,476 $431K 0.06% +511 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: 1,244 shares; 2024Q4: 1,174 shares; 2025Q1: 1,204 shares; 2025Q2: 1,252 shares; 2025Q3: 1,225 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 1,189 shares 1,189 $421K 0.05% -35 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,536 shares; 2026Q2: 1,536 shares 1,536 $418K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,869 shares; 2025Q1: 3,191 shares; 2025Q2: 3,103 shares; 2025Q3: 2,935 shares; 2025Q4: 2,863 shares; 2026Q1: 2,998 shares; 2026Q2: 3,934 shares 3,934 $409K 0.05% +936 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 719 shares; 2026Q2: 622 shares 622 $408K 0.05% -97 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: 1,772 shares; 2024Q4: 1,673 shares; 2025Q1: 2,077 shares; 2025Q2: 2,224 shares; 2025Q3: 2,160 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 1,583 shares 1,583 $405K 0.05% -833 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,028 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,129 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,007 shares; 2026Q2: 1,803 shares 1,803 $402K 0.05% +796 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,180 shares; 2024Q4: 4,358 shares; 2025Q1: 3,822 shares; 2025Q2: 3,702 shares; 2025Q3: 2,624 shares; 2025Q4: 2,589 shares; 2026Q1: 2,605 shares; 2026Q2: 2,537 shares 2,537 $397K 0.05% -68 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: 582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 269 shares; 2026Q1: 416 shares; 2026Q2: 392 shares 392 $396K 0.05% -24 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 706 shares; 2025Q1: 729 shares; 2025Q2: 636 shares; 2025Q3: 618 shares; 2025Q4: 569 shares; 2026Q1: 532 shares; 2026Q2: 515 shares 515 $389K 0.05% -17 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,607 shares; 2026Q1: not reported; 2026Q2: 3,310 shares 3,310 $389K 0.05% 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: 4,691 shares; 2024Q4: 3,866 shares; 2025Q1: 4,039 shares; 2025Q2: 3,922 shares; 2025Q3: 3,798 shares; 2025Q4: 4,176 shares; 2026Q1: 4,176 shares; 2026Q2: 4,418 shares 4,418 $365K 0.05% +242 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,942 shares; 2024Q4: 11,842 shares; 2025Q1: 11,842 shares; 2025Q2: 11,242 shares; 2025Q3: 11,167 shares; 2025Q4: 10,817 shares; 2026Q1: 9,167 shares; 2026Q2: 9,042 shares 9,042 $364K 0.05% -125 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $363K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 2,381 shares; 2026Q2: 2,850 shares 2,850 $360K 0.05% +469 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,593 shares; 2025Q2: 4,461 shares; 2025Q3: 4,320 shares; 2025Q4: 4,247 shares; 2026Q1: 4,878 shares; 2026Q2: 4,983 shares 4,983 $360K 0.05% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,565 shares 2,565 $358K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,119 shares; 2025Q3: 1,083 shares; 2025Q4: 1,056 shares; 2026Q1: not reported; 2026Q2: 1,785 shares 1,785 $358K 0.05% new Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,856 shares; 2024Q4: 6,856 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,788 shares; 2026Q1: 5,763 shares; 2026Q2: 5,758 shares 5,758 $353K 0.05% -5 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,252 shares; 2024Q4: 16,384 shares; 2025Q1: 23,862 shares; 2025Q2: 23,166 shares; 2025Q3: 22,435 shares; 2025Q4: 17,857 shares; 2026Q1: 16,177 shares; 2026Q2: 14,786 shares 14,786 $349K 0.05% -1,391 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,007 shares; 2024Q4: 11,855 shares; 2025Q1: 11,855 shares; 2025Q2: 11,241 shares; 2025Q3: 11,341 shares; 2025Q4: 11,842 shares; 2026Q1: 11,965 shares; 2026Q2: 14,370 shares 14,370 $346K 0.05% +2,405 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,384 shares; 2025Q1: 3,176 shares; 2025Q2: 3,033 shares; 2025Q3: 3,032 shares; 2025Q4: 3,340 shares; 2026Q1: 3,122 shares; 2026Q2: 3,496 shares 3,496 $338K 0.04% +374 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; 2024Q3: 2,606 shares; 2024Q4: 3,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,583 shares 4,583 $336K 0.04% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,398 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,088 shares; 2025Q4: 1,304 shares; 2026Q1: 1,230 shares; 2026Q2: 1,499 shares 1,499 $329K 0.04% +269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,028 shares 1,028 $324K 0.04% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 1,924 shares; 2025Q1: 2,127 shares; 2025Q2: 2,067 shares; 2025Q3: 2,001 shares; 2025Q4: 1,904 shares; 2026Q1: 1,902 shares; 2026Q2: 1,821 shares 1,821 $320K 0.04% -81 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,610 shares; 2025Q1: 6,894 shares; 2025Q2: 6,693 shares; 2025Q3: 7,200 shares; 2025Q4: 6,987 shares; 2026Q1: 6,987 shares; 2026Q2: 6,696 shares 6,696 $318K 0.04% -291 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: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,372 shares 3,372 $309K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 836 shares; 2026Q1: 787 shares; 2026Q2: 813 shares 813 $307K 0.04% +26 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: 1,439 shares; 2024Q4: 1,439 shares; 2025Q1: 1,204 shares; 2025Q2: 1,134 shares; 2025Q3: 1,227 shares; 2025Q4: 1,185 shares; 2026Q1: 1,042 shares; 2026Q2: 1,392 shares 1,392 $307K 0.04% +350 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,885 shares 1,885 $301K 0.04% +120 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,444 shares; 2025Q1: 1,512 shares; 2025Q2: 1,292 shares; 2025Q3: 1,249 shares; 2025Q4: 1,125 shares; 2026Q1: 1,292 shares; 2026Q2: 1,061 shares 1,061 $300K 0.04% -231 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: 2,368 shares; 2024Q4: 2,275 shares; 2025Q1: 2,037 shares; 2025Q2: 1,717 shares; 2025Q3: 1,965 shares; 2025Q4: 1,684 shares; 2026Q1: 772 shares; 2026Q2: 722 shares 722 $300K 0.04% -50 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: 5,388 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,571 shares; 2026Q1: 4,297 shares; 2026Q2: 4,297 shares 4,297 $293K 0.04% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,544 shares 1,544 $293K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 925 shares 925 $290K 0.04% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,083 shares; 2026Q1: 4,867 shares; 2026Q2: 4,771 shares 4,771 $285K 0.04% -96 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 1,432 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,333 shares 1,333 $283K 0.04% -57 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,076 shares 2,076 $282K 0.04% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,506 shares; 2024Q4: 17,277 shares; 2025Q1: 18,056 shares; 2025Q2: 17,530 shares; 2025Q3: 16,975 shares; 2025Q4: 16,472 shares; 2026Q1: 16,472 shares; 2026Q2: 15,786 shares 15,786 $280K 0.04% -686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares; 2026Q2: 2,167 shares 2,167 $267K 0.03% +212 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; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 938 shares; 2025Q2: 967 shares; 2025Q3: 936 shares; 2025Q4: 909 shares; 2026Q1: 986 shares; 2026Q2: 945 shares 945 $266K 0.03% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,552 shares; 2026Q1: not reported; 2026Q2: 1,394 shares 1,394 $266K 0.03% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,563 shares 1,563 $265K 0.03% new Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares; 2026Q2: 6,925 shares 6,925 $261K 0.03% 0 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: 3,609 shares; 2024Q4: 5,657 shares; 2025Q1: 5,875 shares; 2025Q2: 4,497 shares; 2025Q3: 4,367 shares; 2025Q4: 3,542 shares; 2026Q1: 3,542 shares; 2026Q2: 3,087 shares 3,087 $258K 0.03% -455 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 4,177 shares; 2025Q4: 4,014 shares; 2026Q1: 3,254 shares; 2026Q2: 2,757 shares 2,757 $258K 0.03% -497 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,149 shares 2,149 $257K 0.03% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 1,122 shares; 2026Q1: 1,244 shares; 2026Q2: 1,322 shares 1,322 $255K 0.03% +78 Timeline QUANTA SVCS INC QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $243K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,548 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 1,279 shares 1,279 $241K 0.03% -55 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: not reported; 2026Q2: 1,643 shares 1,643 $241K 0.03% 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; 2024Q3: 5,828 shares; 2024Q4: 5,460 shares; 2025Q1: 4,693 shares; 2025Q2: 2,877 shares; 2025Q3: 2,755 shares; 2025Q4: 2,706 shares; 2026Q1: 2,700 shares; 2026Q2: 2,640 shares 2,640 $240K 0.03% -60 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452 $238K 0.03% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,198 shares; 2025Q4: not reported; 2026Q1: 2,134 shares; 2026Q2: 2,044 shares 2,044 $235K 0.03% -90 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 40 shares; 2026Q1: 55 shares; 2026Q2: 1,311 shares 1,311 $234K 0.03% +1,256 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 714 shares; 2025Q1: 747 shares; 2025Q2: 721 shares; 2025Q3: 757 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 704 shares 704 $234K 0.03% -29 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares; 2026Q2: 3,672 shares 3,672 $231K 0.03% -94 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 802 shares; 2025Q1: 841 shares; 2025Q2: 815 shares; 2025Q3: 789 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 682 shares 682 $227K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: 993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 838 shares 838 $226K 0.03% +6 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,896 shares; 2024Q4: 12,121 shares; 2025Q1: 10,149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,402 shares; 2026Q2: 9,015 shares 9,015 $224K 0.03% -387 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228 shares 228 $223K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $223K 0.03% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,487 shares; 2025Q1: 6,783 shares; 2025Q2: 5,643 shares; 2025Q3: 5,466 shares; 2025Q4: 5,305 shares; 2026Q1: not reported; 2026Q2: 4,944 shares 4,944 $218K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 3,699 shares; 2025Q1: 3,515 shares; 2025Q2: 2,790 shares; 2025Q3: 3,070 shares; 2025Q4: 2,463 shares; 2026Q1: not reported; 2026Q2: 1,516 shares 1,516 $217K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,800 shares 3,800 $217K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,321 shares 1,321 $214K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: 1,419 shares; 2025Q3: 1,314 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 895 shares 895 $213K 0.03% -114 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 667 shares 667 $201K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $201K 0.03% new Timeline