NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,106,823 shares; 2024Q4: 7,054,299 shares; 2025Q1: 7,299,222 shares; 2025Q2: 7,662,543 shares; 2025Q3: 7,840,421 shares; 2025Q4: 7,812,396 shares; 2026Q1: 8,074,438 shares; 2026Q2: 7,715,089 shares 7,715,089 $1.54B 11.89% -359,349 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: 3,723,104 shares; 2024Q4: 3,839,577 shares; 2025Q1: 3,972,122 shares; 2025Q2: 4,152,231 shares; 2025Q3: 4,238,026 shares; 2025Q4: 4,198,481 shares; 2026Q1: 4,387,962 shares; 2026Q2: 4,345,511 shares 4,345,511 $1.26B 9.68% -42,451 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: 2,161,101 shares; 2024Q4: 2,150,988 shares; 2025Q1: 2,210,556 shares; 2025Q2: 2,278,296 shares; 2025Q3: 2,336,917 shares; 2025Q4: 2,356,825 shares; 2026Q1: 2,424,306 shares; 2026Q2: 2,430,917 shares 2,430,917 $907M 6.98% +6,611 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: 2,439,398 shares; 2024Q4: 2,404,209 shares; 2025Q1: 2,528,955 shares; 2025Q2: 2,745,630 shares; 2025Q3: 2,844,812 shares; 2025Q4: 2,786,240 shares; 2026Q1: 2,907,437 shares; 2026Q2: 2,909,831 shares 2,909,831 $694M 5.34% +2,394 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528,108 shares; 2024Q4: 1,506,471 shares; 2025Q1: 1,848,544 shares; 2025Q2: 1,591,352 shares; 2025Q3: 1,861,846 shares; 2025Q4: 1,769,260 shares; 2026Q1: 1,850,462 shares; 2026Q2: 1,876,532 shares 1,876,532 $663M 5.1% +26,070 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511,083 shares; 2024Q4: 1,450,380 shares; 2025Q1: 1,511,275 shares; 2025Q2: 1,880,941 shares; 2025Q3: 1,520,452 shares; 2025Q4: 1,452,528 shares; 2026Q1: 1,541,879 shares; 2026Q2: 1,440,207 shares 1,440,207 $515M 3.96% -101,672 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: 1,149,742 shares; 2024Q4: 1,137,908 shares; 2025Q1: 1,179,119 shares; 2025Q2: 1,245,419 shares; 2025Q3: 1,275,099 shares; 2025Q4: 1,268,980 shares; 2026Q1: 1,319,930 shares; 2026Q2: 1,310,174 shares 1,310,174 $495M 3.81% -9,756 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336,884 shares; 2026Q2: 334,063 shares 334,063 $386M 2.97% -2,821 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730,898 shares; 2024Q4: 715,197 shares; 2025Q1: 763,974 shares; 2025Q2: 804,599 shares; 2025Q3: 834,553 shares; 2025Q4: 820,206 shares; 2026Q1: 859,510 shares; 2026Q2: 861,418 shares 861,418 $362M 2.79% +1,908 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: 216,372 shares; 2024Q4: 218,515 shares; 2025Q1: 224,754 shares; 2025Q2: 236,517 shares; 2025Q3: 243,316 shares; 2025Q4: 237,505 shares; 2026Q1: 250,841 shares; 2026Q2: 249,204 shares 249,204 $299M 2.3% -1,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467,306 shares; 2026Q1: 479,647 shares; 2026Q2: 506,119 shares 506,119 $294M 2.26% +26,472 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: 794,613 shares; 2024Q4: 791,764 shares; 2025Q1: 812,863 shares; 2025Q2: 856,259 shares; 2025Q3: 876,716 shares; 2025Q4: 867,353 shares; 2026Q1: 888,058 shares; 2026Q2: 882,774 shares 882,774 $289M 2.22% -5,284 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: 744,806 shares; 2024Q4: 745,016 shares; 2025Q1: 840,808 shares; 2025Q2: 860,880 shares; 2025Q3: 848,848 shares; 2025Q4: 821,361 shares; 2026Q1: 799,547 shares; 2026Q2: 804,973 shares 804,973 $276M 2.13% +5,426 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: 382,307 shares; 2026Q2: 362,421 shares 362,421 $262M 2.02% -19,886 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: 658,763 shares; 2025Q2: 837,165 shares; 2025Q3: 901,524 shares; 2025Q4: 951,354 shares; 2026Q1: 997,300 shares; 2026Q2: 1,069,814 shares 1,069,814 $243M 1.87% +72,514 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535,748 shares 535,748 $232M 1.79% new 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: 359,079 shares; 2024Q4: 368,690 shares; 2025Q1: 422,860 shares; 2025Q2: 442,244 shares; 2025Q3: 423,462 shares; 2025Q4: 407,221 shares; 2026Q1: 402,662 shares; 2026Q2: 385,332 shares 385,332 $198M 1.52% -17,330 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: 1,341,703 shares 1,341,703 $187M 1.44% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,989,536 shares 3,989,536 $185M 1.43% new 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: 70,710 shares; 2026Q2: 583,842 shares 583,842 $176M 1.36% +513,132 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: 138,911 shares; 2024Q4: 139,415 shares; 2025Q1: 156,711 shares; 2025Q2: 165,924 shares; 2025Q3: 177,247 shares; 2025Q4: 178,508 shares; 2026Q1: 187,243 shares; 2026Q2: 186,969 shares 186,969 $175M 1.35% -274 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,579,325 shares; 2024Q4: 4,257,295 shares; 2025Q1: 4,111,475 shares; 2025Q2: 4,949,808 shares; 2025Q3: 4,465,829 shares; 2025Q4: 4,935,331 shares; 2026Q1: 3,752,052 shares; 2026Q2: 3,141,884 shares 3,141,884 $174M 1.34% -610,168 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: 867,743 shares; 2024Q4: 893,009 shares; 2025Q1: 906,436 shares; 2025Q2: 963,891 shares; 2025Q3: 1,021,463 shares; 2025Q4: 1,122,873 shares; 2026Q1: 1,182,310 shares; 2026Q2: 1,174,787 shares 1,174,787 $159M 1.23% -7,523 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: 1,415,849 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,311,581 shares 1,311,581 $154M 1.19% 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: 2,395,852 shares; 2025Q3: 2,473,714 shares; 2025Q4: 2,509,526 shares; 2026Q1: 2,654,169 shares; 2026Q2: 2,627,191 shares 2,627,191 $150M 1.15% -26,978 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: not reported; 2024Q4: not reported; 2025Q1: 493,837 shares; 2025Q2: 524,041 shares; 2025Q3: 536,670 shares; 2025Q4: 544,493 shares; 2026Q1: 536,670 shares; 2026Q2: 569,015 shares 569,015 $143M 1.1% +32,345 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: 815,349 shares; 2024Q4: 853,754 shares; 2025Q1: 870,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961,932 shares; 2026Q1: 979,681 shares; 2026Q2: 970,317 shares 970,317 $125M 0.96% -9,364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492,231 shares; 2025Q4: 1,443,219 shares; 2026Q1: 1,536,524 shares; 2026Q2: 1,505,504 shares 1,505,504 $122M 0.94% -31,020 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187,935 shares 187,935 $120M 0.92% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351,256 shares 351,256 $120M 0.92% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765,334 shares; 2024Q4: 747,768 shares; 2025Q1: 748,404 shares; 2025Q2: 781,181 shares; 2025Q3: 790,314 shares; 2025Q4: 952,144 shares; 2026Q1: 949,791 shares; 2026Q2: 779,511 shares 779,511 $114M 0.88% -170,280 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: 116,003 shares; 2026Q2: 111,237 shares 111,237 $113M 0.87% -4,766 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: 306,766 shares; 2024Q4: 309,760 shares; 2025Q1: 311,547 shares; 2025Q2: 320,913 shares; 2025Q3: 328,561 shares; 2025Q4: 329,054 shares; 2026Q1: 345,358 shares; 2026Q2: 316,784 shares 316,784 $112M 0.86% -28,574 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 142,936 shares 142,936 $108M 0.83% new 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: 248,114 shares; 2024Q4: 248,198 shares; 2025Q1: 257,198 shares; 2025Q2: 263,367 shares; 2025Q3: 261,694 shares; 2025Q4: 252,370 shares; 2026Q1: 259,094 shares; 2026Q2: 256,026 shares 256,026 $106M 0.82% -3,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554,412 shares; 2026Q2: 508,175 shares 508,175 $106M 0.82% -46,237 Timeline LINDE PLC LINDE PLC More: the full row for LINDE 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: 204,135 shares; 2026Q2: 203,325 shares 203,325 $106M 0.81% -810 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: 89,517 shares 89,517 $105M 0.81% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 119,387 shares; 2025Q1: 129,092 shares; 2025Q2: 138,771 shares; 2025Q3: 139,323 shares; 2025Q4: 1,359,244 shares; 2026Q1: 1,482,395 shares; 2026Q2: 1,465,830 shares 1,465,830 $105M 0.81% -16,565 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466,269 shares 466,269 $104M 0.8% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671,638 shares; 2026Q2: 676,762 shares 676,762 $103M 0.79% +5,124 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580,870 shares 580,870 $102M 0.79% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337,713 shares 337,713 $101M 0.78% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,292,657 shares; 2026Q2: 2,372,766 shares 2,372,766 $100M 0.77% +80,109 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,717 shares; 2026Q2: 260,359 shares 260,359 $94.3M 0.73% -14,358 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: 21,155 shares; 2025Q3: 22,669 shares; 2025Q4: 21,808 shares; 2026Q1: 20,673 shares; 2026Q2: 478,757 shares 478,757 $85.3M 0.66% +458,084 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,325 shares; 2025Q4: 356,318 shares; 2026Q1: 353,771 shares; 2026Q2: 370,801 shares 370,801 $83M 0.64% +17,030 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 647,287 shares; 2025Q4: 658,563 shares; 2026Q1: 697,616 shares; 2026Q2: 686,694 shares 686,694 $80.1M 0.62% -10,922 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: not reported; 2025Q2: 498,177 shares; 2025Q3: 508,076 shares; 2025Q4: 499,101 shares; 2026Q1: 515,959 shares; 2026Q2: 512,981 shares 512,981 $75.2M 0.58% -2,978 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 334,579 shares; 2025Q1: 339,785 shares; 2025Q2: 359,148 shares; 2025Q3: 379,005 shares; 2025Q4: 388,361 shares; 2026Q1: 396,006 shares; 2026Q2: 432,871 shares 432,871 $67.8M 0.52% +36,865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,686 shares; 2025Q4: 176,023 shares; 2026Q1: 166,707 shares; 2026Q2: 154,024 shares 154,024 $62.7M 0.48% -12,683 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 99,130 shares; 2025Q1: 95,392 shares; 2025Q2: 100,667 shares; 2025Q3: 104,817 shares; 2025Q4: 491,746 shares; 2026Q1: 453,666 shares; 2026Q2: 484,785 shares 484,785 $48.1M 0.37% +31,119 Timeline