AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,402 shares; 2024Q4: 69,731 shares; 2025Q1: 69,156 shares; 2025Q2: 67,918 shares; 2025Q3: 66,934 shares; 2025Q4: 65,434 shares; 2026Q1: 65,362 shares; 2026Q2: 64,915 shares 64,915 $18.8M 11.4% -447 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: 47,230 shares; 2024Q4: 46,370 shares; 2025Q1: 46,195 shares; 2025Q2: 44,585 shares; 2025Q3: 43,865 shares; 2025Q4: 42,590 shares; 2026Q1: 42,415 shares; 2026Q2: 42,155 shares 42,155 $15.1M 9.14% -260 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: 33,146 shares; 2024Q4: 32,175 shares; 2025Q1: 32,145 shares; 2025Q2: 31,581 shares; 2025Q3: 30,898 shares; 2025Q4: 30,666 shares; 2026Q1: 30,249 shares; 2026Q2: 31,433 shares 31,433 $7.98M 4.85% +1,184 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: 39,043 shares; 2024Q4: 38,732 shares; 2025Q1: 38,687 shares; 2025Q2: 38,302 shares; 2025Q3: 37,922 shares; 2025Q4: 36,762 shares; 2026Q1: 36,754 shares; 2026Q2: 36,504 shares 36,504 $6.93M 4.2% -250 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: 8,975 shares; 2024Q4: 8,975 shares; 2025Q1: 8,975 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares; 2025Q4: 8,625 shares; 2026Q1: 8,450 shares; 2026Q2: 8,450 shares 8,450 $6.11M 3.71% 0 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: 20,023 shares; 2024Q4: 19,859 shares; 2025Q1: 19,887 shares; 2025Q2: 19,596 shares; 2025Q3: 19,396 shares; 2025Q4: 19,171 shares; 2026Q1: 18,626 shares; 2026Q2: 18,501 shares 18,501 $5.2M 3.16% -125 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: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $4.56M 2.77% 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: 5,385 shares; 2024Q4: 5,333 shares; 2025Q1: 5,333 shares; 2025Q2: 5,333 shares; 2025Q3: 5,365 shares; 2025Q4: 6,049 shares; 2026Q1: 6,043 shares; 2026Q2: 6,007 shares 6,007 $4.49M 2.72% -36 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: 6,346 shares; 2024Q4: 6,212 shares; 2025Q1: 6,278 shares; 2025Q2: 6,172 shares; 2025Q3: 6,248 shares; 2025Q4: 6,334 shares; 2026Q1: 6,350 shares; 2026Q2: 6,253 shares 6,253 $4.4M 2.67% -97 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: 15,095 shares; 2024Q4: 13,680 shares; 2025Q1: 13,680 shares; 2025Q2: 13,580 shares; 2025Q3: 13,455 shares; 2025Q4: 12,800 shares; 2026Q1: 12,410 shares; 2026Q2: 12,095 shares 12,095 $4.27M 2.59% -315 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: 8,285 shares; 2024Q4: 8,133 shares; 2025Q1: 8,125 shares; 2025Q2: 7,990 shares; 2025Q3: 7,823 shares; 2025Q4: 7,703 shares; 2026Q1: 7,586 shares; 2026Q2: 7,586 shares 7,586 $4.27M 2.59% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,013 shares; 2024Q4: 32,234 shares; 2025Q1: 32,154 shares; 2025Q2: 31,204 shares; 2025Q3: 30,637 shares; 2025Q4: 29,959 shares; 2026Q1: 29,807 shares; 2026Q2: 29,622 shares 29,622 $4.05M 2.46% -185 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: 11,283 shares; 2024Q4: 11,016 shares; 2025Q1: 11,031 shares; 2025Q2: 11,031 shares; 2025Q3: 10,941 shares; 2025Q4: 10,921 shares; 2026Q1: 11,068 shares; 2026Q2: 10,950 shares 10,950 $4.03M 2.45% -118 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: 73,784 shares; 2024Q4: 73,584 shares; 2025Q1: 74,084 shares; 2025Q2: 71,884 shares; 2025Q3: 71,209 shares; 2025Q4: 70,682 shares; 2026Q1: 71,162 shares; 2026Q2: 70,552 shares 70,552 $4.02M 2.44% -610 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: 30,112 shares; 2024Q4: 29,570 shares; 2025Q1: 29,540 shares; 2025Q2: 28,960 shares; 2025Q3: 28,980 shares; 2025Q4: 28,667 shares; 2026Q1: 28,777 shares; 2026Q2: 28,657 shares 28,657 $3.88M 2.36% -120 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: 34,713 shares; 2024Q4: 34,638 shares; 2025Q1: 34,638 shares; 2025Q2: 33,802 shares; 2025Q3: 26,427 shares; 2025Q4: 25,984 shares; 2026Q1: 26,258 shares; 2026Q2: 26,258 shares 26,258 $3.37M 2.05% 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: 63,494 shares; 2024Q4: 63,209 shares; 2025Q1: 63,209 shares; 2025Q2: 62,409 shares; 2025Q3: 61,974 shares; 2025Q4: 57,563 shares; 2026Q1: 58,070 shares; 2026Q2: 57,745 shares 57,745 $3.34M 2.03% -325 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: 9,289 shares; 2024Q4: 9,886 shares; 2025Q1: 9,623 shares; 2025Q2: 9,363 shares; 2025Q3: 9,039 shares; 2025Q4: 9,001 shares; 2026Q1: 8,922 shares; 2026Q2: 8,928 shares 8,928 $3.15M 1.91% +6 Timeline SPSM 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: 6,595 shares; 2024Q4: 6,980 shares; 2025Q1: 40,340 shares; 2025Q2: 39,805 shares; 2025Q3: 42,301 shares; 2025Q4: 43,393 shares; 2026Q1: 43,541 shares; 2026Q2: 43,376 shares 43,376 $2.5M 1.52% -165 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: 6,194 shares; 2024Q4: 6,172 shares; 2025Q1: 6,322 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 6,307 shares; 2026Q1: 6,307 shares; 2026Q2: 6,307 shares 6,307 $2.35M 1.43% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,629 shares; 2024Q4: 9,460 shares; 2025Q1: 9,435 shares; 2025Q2: 8,878 shares; 2025Q3: 8,971 shares; 2025Q4: 9,001 shares; 2026Q1: 8,978 shares; 2026Q2: 8,839 shares 8,839 $2.1M 1.28% -139 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,863 shares; 2024Q4: 24,663 shares; 2025Q1: 24,663 shares; 2025Q2: 24,130 shares; 2025Q3: 24,130 shares; 2025Q4: 24,255 shares; 2026Q1: 23,680 shares; 2026Q2: 23,130 shares 23,130 $1.96M 1.19% -550 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: 41,420 shares; 2024Q4: 39,658 shares; 2025Q1: 39,658 shares; 2025Q2: 37,993 shares; 2025Q3: 35,173 shares; 2025Q4: 32,976 shares; 2026Q1: 32,976 shares; 2026Q2: 32,676 shares 32,676 $1.88M 1.14% -300 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: 7,575 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 7,410 shares; 2025Q3: 7,590 shares; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares; 2026Q2: 7,590 shares 7,590 $1.81M 1.1% 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: 12,268 shares; 2024Q4: 12,083 shares; 2025Q1: 12,033 shares; 2025Q2: 11,795 shares; 2025Q3: 11,365 shares; 2025Q4: 9,795 shares; 2026Q1: 10,080 shares; 2026Q2: 9,780 shares 9,780 $1.77M 1.07% -300 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: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: 1,731 shares; 2025Q2: 2,084 shares; 2025Q3: 2,165 shares; 2025Q4: 2,353 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344 $1.73M 1.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,383 shares; 2024Q4: 17,896 shares; 2025Q1: 17,804 shares; 2025Q2: 17,194 shares; 2025Q3: 17,259 shares; 2025Q4: 17,234 shares; 2026Q1: 16,899 shares; 2026Q2: 16,584 shares 16,584 $1.6M 0.97% -315 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: 3,724 shares; 2024Q4: 3,724 shares; 2025Q1: 4,328 shares; 2025Q2: 5,061 shares; 2025Q3: 5,822 shares; 2025Q4: 6,547 shares; 2026Q1: 6,507 shares; 2026Q2: 6,507 shares 6,507 $1.38M 0.84% 0 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: 37,668 shares; 2024Q4: 37,043 shares; 2025Q1: 37,043 shares; 2025Q2: 37,588 shares; 2025Q3: 37,088 shares; 2025Q4: 37,337 shares; 2026Q1: 37,662 shares; 2026Q2: 37,662 shares 37,662 $1.37M 0.83% 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: 2,790 shares; 2024Q4: 2,759 shares; 2025Q1: 2,749 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,689 shares; 2026Q2: 2,689 shares 2,689 $1.35M 0.82% 0 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: 20,192 shares; 2024Q4: 20,192 shares; 2025Q1: 20,192 shares; 2025Q2: 20,192 shares; 2025Q3: 19,942 shares; 2025Q4: 17,617 shares; 2026Q1: 18,677 shares; 2026Q2: 18,677 shares 18,677 $1.34M 0.82% 0 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: 9,254 shares; 2024Q4: 9,254 shares; 2025Q1: 9,239 shares; 2025Q2: 9,204 shares; 2025Q3: 9,161 shares; 2025Q4: 9,011 shares; 2026Q1: 9,011 shares; 2026Q2: 9,011 shares 9,011 $1.32M 0.8% 0 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: 5,684 shares; 2024Q4: 5,486 shares; 2025Q1: 5,486 shares; 2025Q2: 5,486 shares; 2025Q3: 5,486 shares; 2025Q4: 4,786 shares; 2026Q1: 4,996 shares; 2026Q2: 4,996 shares 4,996 $1.26M 0.76% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $1.21M 0.73% 0 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: 8,102 shares; 2024Q4: 8,052 shares; 2025Q1: 8,052 shares; 2025Q2: 7,862 shares; 2025Q3: 7,762 shares; 2025Q4: 7,600 shares; 2026Q1: 7,425 shares; 2026Q2: 7,170 shares 7,170 $1.12M 0.68% -255 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,190 shares; 2024Q4: 9,691 shares; 2025Q1: 9,637 shares; 2025Q2: 8,850 shares; 2025Q3: 8,600 shares; 2025Q4: 8,523 shares; 2026Q1: 8,163 shares; 2026Q2: 8,073 shares 8,073 $1.09M 0.66% -90 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: 41,899 shares; 2024Q4: 41,358 shares; 2025Q1: 41,158 shares; 2025Q2: 38,709 shares; 2025Q3: 36,686 shares; 2025Q4: 35,044 shares; 2026Q1: 35,044 shares; 2026Q2: 33,844 shares 33,844 $1.08M 0.66% -1,200 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: 13,174 shares; 2024Q4: 13,174 shares; 2025Q1: 13,174 shares; 2025Q2: 13,174 shares; 2025Q3: 13,174 shares; 2025Q4: 13,089 shares; 2026Q1: 13,089 shares; 2026Q2: 13,089 shares 13,089 $1.06M 0.65% 0 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: 14,795 shares; 2024Q4: 14,795 shares; 2025Q1: 14,075 shares; 2025Q2: 10,720 shares; 2025Q3: 10,515 shares; 2025Q4: 10,055 shares; 2026Q1: 10,043 shares; 2026Q2: 9,778 shares 9,778 $1.05M 0.64% -265 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: 8,412 shares; 2024Q4: 8,392 shares; 2025Q1: 8,322 shares; 2025Q2: 8,262 shares; 2025Q3: 8,262 shares; 2025Q4: 8,062 shares; 2026Q1: 8,062 shares; 2026Q2: 8,062 shares 8,062 $913K 0.55% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 950 shares; 2026Q2: 7,600 shares 7,600 $908K 0.55% +6,650 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: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $865K 0.52% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,551 shares; 2025Q4: 3,551 shares; 2026Q1: 3,240 shares; 2026Q2: 3,240 shares 3,240 $828K 0.5% 0 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: 41,210 shares; 2024Q4: 43,234 shares; 2025Q1: 43,449 shares; 2025Q2: 42,565 shares; 2025Q3: 42,935 shares; 2025Q4: 41,225 shares; 2026Q1: 42,475 shares; 2026Q2: 39,920 shares 39,920 $826K 0.5% -2,555 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: 28,760 shares; 2024Q4: 21,660 shares; 2025Q1: 21,660 shares; 2025Q2: 21,381 shares; 2025Q3: 21,313 shares; 2025Q4: 20,813 shares; 2026Q1: 19,413 shares; 2026Q2: 19,413 shares 19,413 $822K 0.5% 0 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: 2,976 shares; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,866 shares; 2025Q3: 2,801 shares; 2025Q4: 2,186 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares 2,406 $788K 0.48% 0 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: 21,160 shares; 2024Q4: 21,160 shares; 2025Q1: 21,160 shares; 2025Q2: 21,160 shares; 2025Q3: 21,160 shares; 2025Q4: 21,160 shares; 2026Q1: 21,160 shares; 2026Q2: 21,160 shares 21,160 $778K 0.47% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,360 shares 14,360 $764K 0.46% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,907 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $757K 0.46% 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: 3,308 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,308 shares; 2025Q3: 3,308 shares; 2025Q4: 3,308 shares; 2026Q1: 3,308 shares; 2026Q2: 3,308 shares 3,308 $741K 0.45% 0 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,300 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares; 2026Q2: 3,470 shares 3,470 $694K 0.42% -20 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares; 2026Q1: 5,645 shares; 2026Q2: 5,645 shares 5,645 $625K 0.38% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $605K 0.37% 0 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: 3,630 shares; 2024Q4: 3,630 shares; 2025Q1: 3,630 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares; 2026Q2: 3,630 shares 3,630 $602K 0.37% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,552 shares; 2026Q2: 1,552 shares 1,552 $582K 0.35% 0 Timeline RPG 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,520 shares; 2025Q2: 7,268 shares; 2025Q3: 8,254 shares; 2025Q4: 9,089 shares; 2026Q1: 9,089 shares; 2026Q2: 9,089 shares 9,089 $580K 0.35% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $564K 0.34% 0 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: 1,744 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,509 shares; 2026Q2: 1,509 shares 1,509 $558K 0.34% 0 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: 6,636 shares; 2024Q4: 6,407 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 5,607 shares; 2026Q1: 6,007 shares; 2026Q2: 6,007 shares 6,007 $551K 0.33% 0 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: 4,249 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,599 shares; 2026Q1: 3,599 shares; 2026Q2: 3,599 shares 3,599 $527K 0.32% 0 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: 6,547 shares; 2024Q4: 6,547 shares; 2025Q1: 6,547 shares; 2025Q2: 6,547 shares; 2025Q3: 6,547 shares; 2025Q4: 5,747 shares; 2026Q1: 6,147 shares; 2026Q2: 5,592 shares 5,592 $507K 0.31% -555 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: 3,448 shares; 2024Q4: 3,448 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares; 2026Q2: 3,448 shares 3,448 $494K 0.3% 0 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: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,633 shares; 2025Q2: 5,633 shares; 2025Q3: 5,633 shares; 2025Q4: 5,633 shares; 2026Q1: 5,533 shares; 2026Q2: 5,533 shares 5,533 $486K 0.29% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $421K 0.26% 0 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: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $406K 0.25% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,612 shares; 2024Q4: 6,612 shares; 2025Q1: 6,612 shares; 2025Q2: 6,612 shares; 2025Q3: 6,612 shares; 2025Q4: 6,612 shares; 2026Q1: 6,612 shares; 2026Q2: 6,612 shares 6,612 $399K 0.24% 0 Timeline EFG 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: 2,540 shares; 2025Q2: 2,175 shares; 2025Q3: 2,597 shares; 2025Q4: 2,907 shares; 2026Q1: 2,977 shares; 2026Q2: 2,998 shares 2,998 $373K 0.23% +21 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 2,550 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares 3,050 $370K 0.22% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,636 shares 1,636 $366K 0.22% new 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: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $364K 0.22% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,635 shares 1,635 $361K 0.22% 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: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $308K 0.19% 0 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: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,968 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,875 shares 1,875 $304K 0.18% 0 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: 976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 976 shares 976 $291K 0.18% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $281K 0.17% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,545 shares; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,467 shares 2,467 $256K 0.16% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,984 shares; 2026Q1: 4,996 shares; 2026Q2: 5,009 shares 5,009 $254K 0.15% +13 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 735 shares 735 $250K 0.15% -30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares; 2026Q2: 5,221 shares 5,221 $248K 0.15% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $237K 0.14% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $234K 0.14% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $231K 0.14% 0 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $228K 0.14% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 5,930 shares; 2025Q1: 5,930 shares; 2025Q2: 5,930 shares; 2025Q3: 5,930 shares; 2025Q4: 5,930 shares; 2026Q1: 5,930 shares; 2026Q2: 5,930 shares 5,930 $227K 0.14% 0 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: 1,781 shares; 2024Q4: not reported; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares; 2026Q1: 1,781 shares; 2026Q2: 1,781 shares 1,781 $225K 0.14% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,086 shares; 2024Q4: 11,828 shares; 2025Q1: 11,941 shares; 2025Q2: 11,828 shares; 2025Q3: 11,828 shares; 2025Q4: 9,378 shares; 2026Q1: 10,603 shares; 2026Q2: 9,303 shares 9,303 $224K 0.14% -1,300 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,140 shares; 2026Q2: 4,140 shares 4,140 $221K 0.13% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $221K 0.13% new 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: not reported; 2026Q2: 1,054 shares 1,054 $220K 0.13% new 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: 575 shares; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $209K 0.13% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 1,721 shares; 2025Q3: 1,641 shares; 2025Q4: 1,451 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471 $205K 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $203K 0.12% 0 Timeline