AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80,722 shares; 2025Q1: 78,726 shares; 2025Q2: 78,536 shares; 2025Q3: 78,795 shares; 2025Q4: 76,904 shares; 2026Q1: 77,103 shares; 2026Q2: 79,018 shares 79,018 $22.9M 14.15% +1,915 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: not loaded; 2024Q4: 28,306 shares; 2025Q1: 28,445 shares; 2025Q2: 28,626 shares; 2025Q3: 30,002 shares; 2025Q4: 30,061 shares; 2026Q1: 28,870 shares; 2026Q2: 30,780 shares 30,780 $11.5M 7.11% +1,910 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: not loaded; 2024Q4: 11,298 shares; 2025Q1: 11,242 shares; 2025Q2: 11,380 shares; 2025Q3: 11,351 shares; 2025Q4: 11,158 shares; 2026Q1: 11,631 shares; 2026Q2: 10,881 shares 10,881 $8.15M 5.04% -750 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,531 shares; 2025Q1: 32,559 shares; 2025Q2: 31,957 shares; 2025Q3: 33,313 shares; 2025Q4: 32,531 shares; 2026Q1: 35,189 shares; 2026Q2: 33,896 shares 33,896 $6.78M 4.2% -1,293 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: not loaded; 2024Q4: 23,672 shares; 2025Q1: 23,782 shares; 2025Q2: 24,306 shares; 2025Q3: 25,591 shares; 2025Q4: 25,806 shares; 2026Q1: 24,162 shares; 2026Q2: 25,622 shares 25,622 $6.11M 3.78% +1,460 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: not loaded; 2024Q4: 15,643 shares; 2025Q1: 16,317 shares; 2025Q2: 16,197 shares; 2025Q3: 16,193 shares; 2025Q4: 15,469 shares; 2026Q1: 15,384 shares; 2026Q2: 16,225 shares 16,225 $5.8M 3.59% +841 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,083 shares; 2025Q1: 16,652 shares; 2025Q2: 16,703 shares; 2025Q3: 17,299 shares; 2025Q4: 15,871 shares; 2026Q1: 15,926 shares; 2026Q2: 16,373 shares 16,373 $4.16M 2.57% +447 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: not loaded; 2024Q4: 39,975 shares; 2025Q1: 39,992 shares; 2025Q2: 40,255 shares; 2025Q3: 40,320 shares; 2025Q4: 40,470 shares; 2026Q1: 40,494 shares; 2026Q2: 40,505 shares 40,505 $3.56M 2.2% +11 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: not loaded; 2024Q4: 9,784 shares; 2025Q1: 9,794 shares; 2025Q2: 9,839 shares; 2025Q3: 9,849 shares; 2025Q4: 9,705 shares; 2026Q1: 9,637 shares; 2026Q2: 9,672 shares 9,672 $3.32M 2.05% +35 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,283 shares; 2025Q1: 23,376 shares; 2025Q2: 22,771 shares; 2025Q3: 22,828 shares; 2025Q4: 22,908 shares; 2026Q1: 23,323 shares; 2026Q2: 23,190 shares 23,190 $3.25M 2.01% -133 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: not loaded; 2024Q4: 10,393 shares; 2025Q1: 10,478 shares; 2025Q2: 8,658 shares; 2025Q3: 9,003 shares; 2025Q4: 8,290 shares; 2026Q1: 8,424 shares; 2026Q2: 8,265 shares 8,265 $2.92M 1.81% -159 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: not loaded; 2024Q4: 8,030 shares; 2025Q1: 8,235 shares; 2025Q2: 8,372 shares; 2025Q3: 8,278 shares; 2025Q4: 8,183 shares; 2026Q1: 8,065 shares; 2026Q2: 8,754 shares 8,754 $2.87M 1.77% +689 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 loaded; 2024Q4: 3,657 shares; 2025Q1: 3,657 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares; 2026Q1: 3,657 shares; 2026Q2: 3,658 shares 3,658 $2.61M 1.62% +1 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 loaded; 2024Q4: 6,016 shares; 2025Q1: 6,392 shares; 2025Q2: 5,968 shares; 2025Q3: 5,973 shares; 2025Q4: 6,104 shares; 2026Q1: 6,872 shares; 2026Q2: 6,447 shares 6,447 $2.44M 1.51% -425 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 loaded; 2024Q4: 36,198 shares; 2025Q1: 35,336 shares; 2025Q2: 35,348 shares; 2025Q3: 35,111 shares; 2025Q4: 35,123 shares; 2026Q1: 35,037 shares; 2026Q2: 35,318 shares 35,318 $2.01M 1.25% +281 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,731 shares; 2025Q1: 69,059 shares; 2025Q2: 67,740 shares; 2025Q3: 69,748 shares; 2025Q4: 67,650 shares; 2026Q1: 67,655 shares; 2026Q2: 67,668 shares 67,668 $1.8M 1.12% +13 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: not loaded; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,495 shares; 2025Q3: 4,097 shares; 2025Q4: 4,244 shares; 2026Q1: 4,243 shares; 2026Q2: 4,320 shares 4,320 $1.8M 1.11% +77 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: not loaded; 2024Q4: 10,267 shares; 2025Q1: 10,917 shares; 2025Q2: 11,122 shares; 2025Q3: 11,999 shares; 2025Q4: 14,233 shares; 2026Q1: 11,398 shares; 2026Q2: 12,609 shares 12,609 $1.71M 1.06% +1,211 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: not loaded; 2024Q4: 8,945 shares; 2025Q1: 8,955 shares; 2025Q2: 9,065 shares; 2025Q3: 9,037 shares; 2025Q4: 8,989 shares; 2026Q1: 9,006 shares; 2026Q2: 10,721 shares 10,721 $1.57M 0.97% +1,715 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: not loaded; 2024Q4: 2,855 shares; 2025Q1: 2,859 shares; 2025Q2: 2,864 shares; 2025Q3: 2,868 shares; 2025Q4: 2,871 shares; 2026Q1: 2,873 shares; 2026Q2: 1,433 shares 1,433 $1.53M 0.94% -1,440 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: not loaded; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,228 shares; 2026Q2: 3,840 shares 3,840 $1.42M 0.88% +1,612 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: not loaded; 2024Q4: 1,572 shares; 2025Q1: 1,487 shares; 2025Q2: 1,437 shares; 2025Q3: 1,412 shares; 2025Q4: 1,423 shares; 2026Q1: 1,498 shares; 2026Q2: 1,498 shares 1,498 $1.4M 0.87% 0 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: not loaded; 2024Q4: 2,675 shares; 2025Q1: 2,652 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,743 shares 2,743 $1.37M 0.85% +115 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 loaded; 2024Q4: 5,523 shares; 2025Q1: 5,205 shares; 2025Q2: 5,363 shares; 2025Q3: 5,374 shares; 2025Q4: 5,384 shares; 2026Q1: 5,437 shares; 2026Q2: 5,451 shares 5,451 $1.37M 0.85% +14 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: not loaded; 2024Q4: 2,022 shares; 2025Q1: 2,024 shares; 2025Q2: 2,026 shares; 2025Q3: 2,027 shares; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares; 2026Q2: 2,087 shares 2,087 $1.32M 0.82% -2 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,135 shares; 2025Q1: 39,435 shares; 2025Q2: 39,450 shares; 2025Q3: 39,465 shares; 2025Q4: 39,473 shares; 2026Q1: 39,624 shares; 2026Q2: 35,376 shares 35,376 $1.29M 0.8% -4,248 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,629 shares; 2025Q1: 30,520 shares; 2025Q2: 30,677 shares; 2025Q3: 30,870 shares; 2025Q4: 30,988 shares; 2026Q1: 31,197 shares; 2026Q2: 31,366 shares 31,366 $1.24M 0.77% +169 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 loaded; 2024Q4: 3,357 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares; 2026Q1: 3,263 shares; 2026Q2: 3,288 shares 3,288 $1.23M 0.76% +25 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 loaded; 2024Q4: 783 shares; 2025Q1: 769 shares; 2025Q2: 1,025 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $1.19M 0.74% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,271 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,273 shares; 2026Q2: 3,273 shares 3,273 $1.17M 0.72% 0 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: not loaded; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 903 shares; 2026Q2: 918 shares 918 $1.1M 0.68% +15 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,417 shares; 2025Q1: 13,439 shares; 2025Q2: 13,463 shares; 2025Q3: 13,481 shares; 2025Q4: 13,502 shares; 2026Q1: 13,520 shares; 2026Q2: 13,535 shares 13,535 $1.03M 0.64% +15 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: not loaded; 2024Q4: 4,287 shares; 2025Q1: 4,520 shares; 2025Q2: 4,506 shares; 2025Q3: 4,374 shares; 2025Q4: 4,433 shares; 2026Q1: 4,433 shares; 2026Q2: 4,274 shares 4,274 $1.01M 0.63% -159 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: not loaded; 2024Q4: 1,977 shares; 2025Q1: 1,970 shares; 2025Q2: 1,972 shares; 2025Q3: 1,975 shares; 2025Q4: 1,977 shares; 2026Q1: 1,974 shares; 2026Q2: 1,968 shares 1,968 $1.01M 0.63% -6 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: not loaded; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,390 shares; 2025Q3: 1,396 shares; 2025Q4: 1,451 shares; 2026Q1: 1,345 shares; 2026Q2: 1,770 shares 1,770 $997K 0.62% +425 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,281 shares; 2025Q1: 8,832 shares; 2025Q2: 8,833 shares; 2025Q3: 8,834 shares; 2025Q4: 8,435 shares; 2026Q1: 8,185 shares; 2026Q2: 7,074 shares 7,074 $973K 0.6% -1,111 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: not loaded; 2024Q4: 4,424 shares; 2025Q1: 4,629 shares; 2025Q2: 4,673 shares; 2025Q3: 4,673 shares; 2025Q4: 5,008 shares; 2026Q1: 5,009 shares; 2026Q2: 8,293 shares 8,293 $939K 0.58% +3,284 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 loaded; 2024Q4: 22,532 shares; 2025Q1: 20,443 shares; 2025Q2: 21,395 shares; 2025Q3: 21,374 shares; 2025Q4: 20,606 shares; 2026Q1: 20,599 shares; 2026Q2: 20,886 shares 20,886 $884K 0.55% +287 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: not loaded; 2024Q4: 2,262 shares; 2025Q1: 2,812 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,863 shares; 2026Q2: 3,237 shares 3,237 $875K 0.54% +374 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: not loaded; 2024Q4: 5,639 shares; 2025Q1: 4,544 shares; 2025Q2: 5,918 shares; 2025Q3: 6,276 shares; 2025Q4: 6,282 shares; 2026Q1: 5,919 shares; 2026Q2: 6,526 shares 6,526 $839K 0.52% +607 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: not loaded; 2024Q4: 3,085 shares; 2025Q1: 3,410 shares; 2025Q2: 3,250 shares; 2025Q3: 3,281 shares; 2025Q4: 3,351 shares; 2026Q1: 3,368 shares; 2026Q2: 3,716 shares 3,716 $828K 0.51% +348 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: not loaded; 2024Q4: 6,562 shares; 2025Q1: 6,365 shares; 2025Q2: 6,195 shares; 2025Q3: 6,198 shares; 2025Q4: 6,060 shares; 2026Q1: 6,103 shares; 2026Q2: 5,873 shares 5,873 $803K 0.5% -230 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,613 shares; 2025Q1: 33,955 shares; 2025Q2: 31,933 shares; 2025Q3: 33,764 shares; 2025Q4: 34,445 shares; 2026Q1: 34,879 shares; 2026Q2: 35,613 shares 35,613 $785K 0.49% +734 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,362 shares; 2025Q1: 4,257 shares; 2025Q2: 4,870 shares; 2025Q3: 4,885 shares; 2025Q4: 4,687 shares; 2026Q1: 4,610 shares; 2026Q2: 4,684 shares 4,684 $776K 0.48% +74 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $747K 0.46% 0 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 loaded; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 988 shares 988 $711K 0.44% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 972 shares; 2026Q1: 1,092 shares; 2026Q2: 1,192 shares 1,192 $692K 0.43% +100 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 loaded; 2024Q4: 4,443 shares; 2025Q1: 4,445 shares; 2025Q2: 4,800 shares; 2025Q3: 4,802 shares; 2025Q4: 4,824 shares; 2026Q1: 4,773 shares; 2026Q2: 5,700 shares 5,700 $670K 0.41% +927 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: not loaded; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: 1,978 shares; 2025Q3: 1,476 shares; 2025Q4: 1,482 shares; 2026Q1: 1,808 shares; 2026Q2: 1,887 shares 1,887 $666K 0.41% +79 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: not loaded; 2024Q4: 3,572 shares; 2025Q1: 3,585 shares; 2025Q2: 3,596 shares; 2025Q3: 3,605 shares; 2025Q4: 3,616 shares; 2026Q1: 3,627 shares; 2026Q2: 3,671 shares 3,671 $664K 0.41% +44 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: 1,167 shares; 2025Q4: 1,267 shares; 2026Q1: 1,667 shares; 2026Q2: 2,361 shares 2,361 $664K 0.41% +694 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: not loaded; 2024Q4: 1,430 shares; 2025Q1: 1,625 shares; 2025Q2: 1,785 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,560 shares 1,560 $656K 0.41% +20 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 loaded; 2024Q4: 7,769 shares; 2025Q1: 8,194 shares; 2025Q2: 8,024 shares; 2025Q3: 8,064 shares; 2025Q4: 7,403 shares; 2026Q1: 7,404 shares; 2026Q2: 6,798 shares 6,798 $654K 0.41% -606 Timeline PWB 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 loaded; 2024Q4: 2,100 shares; 2025Q1: 2,106 shares; 2025Q2: 2,106 shares; 2025Q3: 2,107 shares; 2025Q4: 3,363 shares; 2026Q1: 3,394 shares; 2026Q2: 3,749 shares 3,749 $632K 0.39% +355 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,912 shares; 2025Q1: 3,913 shares; 2025Q2: 3,915 shares; 2025Q3: 3,916 shares; 2025Q4: 3,918 shares; 2026Q1: 3,919 shares; 2026Q2: 3,920 shares 3,920 $627K 0.39% +1 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 loaded; 2024Q4: 649 shares; 2025Q1: 924 shares; 2025Q2: 824 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 824 shares; 2026Q2: 832 shares 832 $613K 0.38% +8 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: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,708 shares; 2025Q2: 2,759 shares; 2025Q3: 2,559 shares; 2025Q4: 3,977 shares; 2026Q1: 3,978 shares; 2026Q2: 3,193 shares 3,193 $590K 0.37% -785 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,400 shares 18,400 $583K 0.36% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $556K 0.34% 0 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: not loaded; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares; 2026Q2: 2,861 shares 2,861 $545K 0.34% 0 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: not loaded; 2024Q4: 3,116 shares; 2025Q1: 3,119 shares; 2025Q2: 2,072 shares; 2025Q3: 1,990 shares; 2025Q4: 1,975 shares; 2026Q1: 1,939 shares; 2026Q2: 1,793 shares 1,793 $539K 0.33% -146 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,773 shares; 2026Q1: 2,937 shares; 2026Q2: 2,431 shares 2,431 $526K 0.33% -506 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: not loaded; 2024Q4: 7,261 shares; 2025Q1: 7,257 shares; 2025Q2: 7,222 shares; 2025Q3: 7,195 shares; 2025Q4: 7,197 shares; 2026Q1: 7,197 shares; 2026Q2: 6,623 shares 6,623 $511K 0.32% -574 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,291 shares; 2025Q1: 23,093 shares; 2025Q2: 24,032 shares; 2025Q3: 34,724 shares; 2025Q4: 35,605 shares; 2026Q1: 36,476 shares; 2026Q2: 37,261 shares 37,261 $507K 0.31% +785 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,428 shares; 2026Q1: 1,980 shares; 2026Q2: 1,981 shares 1,981 $506K 0.31% +1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares; 2026Q2: 771 shares 771 $506K 0.31% +165 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,046 shares; 2025Q1: 6,173 shares; 2025Q2: 6,452 shares; 2025Q3: 6,481 shares; 2025Q4: 6,508 shares; 2026Q1: 6,640 shares; 2026Q2: 6,999 shares 6,999 $504K 0.31% +359 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,596 shares; 2025Q1: 2,597 shares; 2025Q2: 2,597 shares; 2025Q3: 2,598 shares; 2025Q4: 2,598 shares; 2026Q1: 2,599 shares; 2026Q2: 2,599 shares 2,599 $494K 0.31% 0 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: not loaded; 2024Q4: 7,577 shares; 2025Q1: 8,396 shares; 2025Q2: 9,946 shares; 2025Q3: 9,746 shares; 2025Q4: 9,746 shares; 2026Q1: 9,896 shares; 2026Q2: 9,880 shares 9,880 $492K 0.3% -16 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $484K 0.3% 0 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: not loaded; 2024Q4: 2,473 shares; 2025Q1: 2,474 shares; 2025Q2: 2,475 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 2,483 shares; 2026Q2: 2,545 shares 2,545 $483K 0.3% +62 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,467 shares; 2025Q1: 16,597 shares; 2025Q2: 18,597 shares; 2025Q3: 20,597 shares; 2025Q4: 23,597 shares; 2026Q1: 23,297 shares; 2026Q2: 24,697 shares 24,697 $472K 0.29% +1,400 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $459K 0.28% 0 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 loaded; 2024Q4: 7,501 shares; 2025Q1: 7,504 shares; 2025Q2: 7,507 shares; 2025Q3: 7,710 shares; 2025Q4: 7,713 shares; 2026Q1: 7,784 shares; 2026Q2: 7,607 shares 7,607 $440K 0.27% -177 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,301 shares 2,301 $438K 0.27% new 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: not loaded; 2024Q4: 500 shares; 2025Q1: 461 shares; 2025Q2: 523 shares; 2025Q3: 527 shares; 2025Q4: 528 shares; 2026Q1: 541 shares; 2026Q2: 629 shares 629 $432K 0.27% +88 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,777 shares; 2026Q1: 3,244 shares; 2026Q2: 3,885 shares 3,885 $426K 0.26% +641 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 loaded; 2024Q4: 12,566 shares; 2025Q1: 12,499 shares; 2025Q2: 15,222 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares; 2026Q1: 5,132 shares; 2026Q2: 5,243 shares 5,243 $426K 0.26% +111 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,429 shares; 2025Q1: 3,435 shares; 2025Q2: 3,441 shares; 2025Q3: 3,448 shares; 2025Q4: 3,455 shares; 2026Q1: 3,462 shares; 2026Q2: 3,469 shares 3,469 $414K 0.26% +7 Timeline TTEC TTEC HLDGS INC More: the full row for TTEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,690 shares; 2025Q1: 28,690 shares; 2025Q2: 28,690 shares; 2025Q3: 28,690 shares; 2025Q4: 32,390 shares; 2026Q1: 109,590 shares; 2026Q2: 204,590 shares 204,590 $397K 0.25% +95,000 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,107 shares; 2025Q1: 11,307 shares; 2025Q2: 10,757 shares; 2025Q3: 11,507 shares; 2025Q4: 11,507 shares; 2026Q1: 12,607 shares; 2026Q2: 13,539 shares 13,539 $393K 0.24% +932 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 loaded; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $392K 0.24% 0 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 loaded; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,129 shares; 2025Q4: 1,272 shares; 2026Q1: 818 shares; 2026Q2: 820 shares 820 $391K 0.24% +2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 972 shares; 2026Q2: 1,581 shares 1,581 $389K 0.24% +609 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 loaded; 2024Q4: 3,689 shares; 2025Q1: 3,939 shares; 2025Q2: 3,839 shares; 2025Q3: 3,839 shares; 2025Q4: 3,839 shares; 2026Q1: 4,679 shares; 2026Q2: 5,328 shares 5,328 $384K 0.24% +649 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: not loaded; 2024Q4: 2,734 shares; 2025Q1: 2,703 shares; 2025Q2: 2,690 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares; 2026Q2: 2,535 shares 2,535 $376K 0.23% -147 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: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares; 2026Q1: 1,345 shares; 2026Q2: 1,370 shares 1,370 $373K 0.23% +25 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,250 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $368K 0.23% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,208 shares; 2026Q1: 10,123 shares; 2026Q2: 12,128 shares 12,128 $366K 0.23% +2,005 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 4,350 shares 4,350 $359K 0.22% +3,625 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047 $359K 0.22% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,156 shares; 2025Q1: 4,156 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 3,743 shares; 2026Q1: 3,623 shares; 2026Q2: 3,623 shares 3,623 $349K 0.22% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 4,050 shares; 2025Q4: 4,760 shares; 2026Q1: 5,135 shares; 2026Q2: 5,595 shares 5,595 $348K 0.22% +460 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: not loaded; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,217 shares; 2025Q3: 4,317 shares; 2025Q4: 4,417 shares; 2026Q1: 4,505 shares; 2026Q2: 3,806 shares 3,806 $345K 0.21% -699 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,957 shares; 2025Q2: 11,957 shares; 2025Q3: 12,457 shares; 2025Q4: 15,457 shares; 2026Q1: 15,457 shares; 2026Q2: 15,457 shares 15,457 $344K 0.21% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $342K 0.21% new Timeline XAR 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 loaded; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,190 shares 1,190 $338K 0.21% -470 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: not loaded; 2024Q4: 1,624 shares; 2025Q1: 1,529 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,515 shares; 2026Q2: 1,534 shares 1,534 $337K 0.21% +19 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: not loaded; 2024Q4: 2,422 shares; 2025Q1: 2,373 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,120 shares; 2026Q1: 2,045 shares; 2026Q2: 2,045 shares 2,045 $335K 0.21% 0 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: 9,901 shares; 2026Q1: 9,903 shares; 2026Q2: 9,904 shares 9,904 $334K 0.21% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,673 shares; 2025Q1: 6,408 shares; 2025Q2: 8,458 shares; 2025Q3: 8,483 shares; 2025Q4: 10,984 shares; 2026Q1: 5,685 shares; 2026Q2: 5,792 shares 5,792 $334K 0.21% +107 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 453 shares 453 $328K 0.2% new 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: not loaded; 2024Q4: 15,705 shares; 2025Q1: 15,739 shares; 2025Q2: 15,920 shares; 2025Q3: 15,950 shares; 2025Q4: 15,423 shares; 2026Q1: 15,642 shares; 2026Q2: 15,548 shares 15,548 $322K 0.2% -94 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,587 shares 1,587 $318K 0.2% new 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 loaded; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 326 shares 326 $313K 0.19% +9 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 loaded; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares; 2026Q2: 2,068 shares 2,068 $313K 0.19% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $311K 0.19% new 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: not loaded; 2024Q4: not reported; 2025Q1: 6,330 shares; 2025Q2: 7,130 shares; 2025Q3: 7,880 shares; 2025Q4: 8,880 shares; 2026Q1: 8,445 shares; 2026Q2: 8,445 shares 8,445 $310K 0.19% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,046 shares; 2025Q3: 2,914 shares; 2025Q4: 2,855 shares; 2026Q1: 2,735 shares; 2026Q2: 2,736 shares 2,736 $302K 0.19% +1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,481 shares; 2025Q1: 4,408 shares; 2025Q2: 4,400 shares; 2025Q3: 4,401 shares; 2025Q4: 4,403 shares; 2026Q1: 3,137 shares; 2026Q2: 2,986 shares 2,986 $296K 0.18% -151 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $295K 0.18% new Timeline XLE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,488 shares 5,488 $291K 0.18% new 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 loaded; 2024Q4: 1,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 1,210 shares; 2026Q1: 1,198 shares; 2026Q2: 1,300 shares 1,300 $291K 0.18% +102 Timeline XLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $287K 0.18% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,301 shares; 2025Q1: 6,302 shares; 2025Q2: 6,305 shares; 2025Q3: 6,306 shares; 2025Q4: 6,116 shares; 2026Q1: 5,696 shares; 2026Q2: 4,879 shares 4,879 $278K 0.17% -817 Timeline CIBR 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,075 shares 3,075 $276K 0.17% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,126 shares 26,126 $276K 0.17% new 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 loaded; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 728 shares 728 $264K 0.16% +52 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $262K 0.16% 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: not loaded; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,228 shares; 2026Q2: 1,162 shares 1,162 $260K 0.16% -66 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,612 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 1,657 shares; 2026Q2: 1,707 shares 1,707 $260K 0.16% +50 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: not loaded; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,111 shares; 2026Q2: 1,149 shares 1,149 $253K 0.16% +38 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 633 shares 633 $251K 0.16% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 442 shares; 2026Q1: not reported; 2026Q2: 2,877 shares 2,877 $248K 0.15% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 2,018 shares 2,018 $242K 0.15% 0 Timeline PPA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares; 2026Q2: 1,363 shares 1,363 $241K 0.15% -374 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: not loaded; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 705 shares; 2026Q1: 715 shares; 2026Q2: 695 shares 695 $237K 0.15% -20 Timeline XLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,481 shares 1,481 $235K 0.15% new 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: not loaded; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: not reported; 2026Q1: 768 shares; 2026Q2: 785 shares 785 $230K 0.14% +17 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,562 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares; 2026Q2: 2,771 shares 2,771 $229K 0.14% 0 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 loaded; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares; 2026Q2: 1,661 shares 1,661 $227K 0.14% -78 Timeline SCHR 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: not loaded; 2024Q4: 10,069 shares; 2025Q1: 10,071 shares; 2025Q2: 10,067 shares; 2025Q3: 10,071 shares; 2025Q4: 10,077 shares; 2026Q1: 10,079 shares; 2026Q2: 9,168 shares 9,168 $226K 0.14% -911 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: not loaded; 2024Q4: 7,996 shares; 2025Q1: 8,002 shares; 2025Q2: 7,609 shares; 2025Q3: 7,284 shares; 2025Q4: 4,892 shares; 2026Q1: 4,798 shares; 2026Q2: 4,698 shares 4,698 $224K 0.14% -100 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,380 shares; 2025Q1: 2,180 shares; 2025Q2: 2,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,018 shares 2,018 $217K 0.13% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 6,025 shares; 2025Q3: 6,025 shares; 2025Q4: 6,025 shares; 2026Q1: 6,025 shares; 2026Q2: 6,025 shares 6,025 $216K 0.13% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,414 shares; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $216K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,693 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,503 shares 2,503 $214K 0.13% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $213K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 383 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: not reported; 2026Q2: 283 shares 283 $211K 0.13% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares; 2026Q2: 1,860 shares 1,860 $209K 0.13% -570 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,628 shares; 2026Q2: 1,633 shares 1,633 $207K 0.13% +5 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,785 shares; 2025Q1: 3,385 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,000 shares; 2026Q2: 2,001 shares 2,001 $206K 0.13% +1 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 loaded; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares; 2026Q2: 403 shares 403 $205K 0.13% +67 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: not loaded; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $205K 0.13% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,340 shares 3,340 $202K 0.12% new 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: not loaded; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 604 shares 604 $200K 0.12% -38 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,375 shares; 2025Q1: 18,692 shares; 2025Q2: 19,010 shares; 2025Q3: 19,310 shares; 2025Q4: 19,620 shares; 2026Q1: 19,965 shares; 2026Q2: 20,323 shares 20,323 $115K 0.07% +358 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,231 shares 17,231 $98.9K 0.06% new Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,550 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,850 shares; 2026Q1: 14,602 shares; 2026Q2: 14,602 shares 14,602 $53.7K 0.03% 0 Timeline