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: 23,220 shares; 2024Q4: 23,062 shares; 2025Q1: 21,785 shares; 2025Q2: 22,335 shares; 2025Q3: 21,959 shares; 2025Q4: 21,484 shares; 2026Q1: 20,927 shares; 2026Q2: 20,586 shares 20,586 $24.7M 10.96% -341 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: 69,868 shares; 2024Q4: 69,245 shares; 2025Q1: 67,228 shares; 2025Q2: 67,375 shares; 2025Q3: 65,455 shares; 2025Q4: 63,470 shares; 2026Q1: 59,018 shares; 2026Q2: 53,071 shares 53,071 $18.8M 8.32% -5,947 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: 61,104 shares; 2024Q4: 60,546 shares; 2025Q1: 59,605 shares; 2025Q2: 59,776 shares; 2025Q3: 59,078 shares; 2025Q4: 58,804 shares; 2026Q1: 57,922 shares; 2026Q2: 56,782 shares 56,782 $16.4M 7.29% -1,140 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: 41,672 shares; 2024Q4: 41,462 shares; 2025Q1: 41,062 shares; 2025Q2: 41,187 shares; 2025Q3: 40,619 shares; 2025Q4: 40,354 shares; 2026Q1: 40,210 shares; 2026Q2: 39,794 shares 39,794 $13M 5.78% -416 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: 55,424 shares; 2024Q4: 54,980 shares; 2025Q1: 54,536 shares; 2025Q2: 54,863 shares; 2025Q3: 54,311 shares; 2025Q4: 54,574 shares; 2026Q1: 54,689 shares; 2026Q2: 54,412 shares 54,412 $13M 5.75% -277 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,474 shares; 2025Q1: 6,735 shares; 2025Q2: 6,831 shares; 2025Q3: 6,802 shares; 2025Q4: 6,769 shares; 2026Q1: 6,556 shares; 2026Q2: 6,475 shares 6,475 $12.9M 5.72% -81 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: 32,295 shares; 2024Q4: 32,884 shares; 2025Q1: 32,581 shares; 2025Q2: 32,269 shares; 2025Q3: 31,297 shares; 2025Q4: 31,313 shares; 2026Q1: 31,729 shares; 2026Q2: 32,175 shares 32,175 $12M 5.33% +446 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: 22,818 shares; 2024Q4: 23,113 shares; 2025Q1: 22,604 shares; 2025Q2: 22,400 shares; 2025Q3: 22,347 shares; 2025Q4: 22,215 shares; 2026Q1: 22,233 shares; 2026Q2: 22,193 shares 22,193 $11.1M 4.93% -40 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: 31,453 shares; 2024Q4: 31,280 shares; 2025Q1: 30,647 shares; 2025Q2: 30,636 shares; 2025Q3: 30,539 shares; 2025Q4: 30,604 shares; 2026Q1: 30,763 shares; 2026Q2: 30,473 shares 30,473 $10.5M 4.64% -290 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,386 shares; 2024Q4: 85,436 shares; 2025Q1: 85,740 shares; 2025Q2: 86,545 shares; 2025Q3: 86,093 shares; 2025Q4: 88,362 shares; 2026Q1: 87,955 shares; 2026Q2: 90,154 shares 90,154 $8.63M 3.83% +2,199 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: 34,147 shares; 2024Q4: 33,536 shares; 2025Q1: 33,146 shares; 2025Q2: 33,180 shares; 2025Q3: 32,588 shares; 2025Q4: 32,486 shares; 2026Q1: 32,208 shares; 2026Q2: 32,017 shares 32,017 $8.13M 3.61% -191 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: 20,170 shares; 2024Q4: 20,342 shares; 2025Q1: 20,705 shares; 2025Q2: 20,987 shares; 2025Q3: 20,910 shares; 2025Q4: 21,001 shares; 2026Q1: 20,989 shares; 2026Q2: 20,598 shares 20,598 $7.26M 3.22% -391 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: 36,571 shares; 2024Q4: 36,446 shares; 2025Q1: 36,257 shares; 2025Q2: 36,301 shares; 2025Q3: 35,967 shares; 2025Q4: 35,780 shares; 2026Q1: 35,904 shares; 2026Q2: 35,944 shares 35,944 $6.82M 3.03% +40 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: 17,509 shares; 2024Q4: 17,537 shares; 2025Q1: 17,447 shares; 2025Q2: 15,687 shares; 2025Q3: 15,600 shares; 2025Q4: 16,107 shares; 2026Q1: 16,218 shares; 2026Q2: 16,130 shares 16,130 $6.7M 2.97% -88 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: 8,270 shares; 2024Q4: 8,111 shares; 2025Q1: 7,698 shares; 2025Q2: 7,458 shares; 2025Q3: 7,212 shares; 2025Q4: 7,169 shares; 2026Q1: 7,074 shares; 2026Q2: 7,031 shares 7,031 $6.58M 2.92% -43 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,895 shares; 2024Q4: 29,965 shares; 2025Q1: 32,258 shares; 2025Q2: 32,886 shares; 2025Q3: 32,731 shares; 2025Q4: 33,648 shares; 2026Q1: 33,560 shares; 2026Q2: 33,942 shares 33,942 $6.1M 2.7% +382 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: 11,631 shares; 2024Q4: 11,744 shares; 2025Q1: 11,712 shares; 2025Q2: 11,770 shares; 2025Q3: 11,534 shares; 2025Q4: 11,501 shares; 2026Q1: 11,396 shares; 2026Q2: 11,399 shares 11,399 $5.81M 2.58% +3 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,590 shares; 2024Q4: 21,449 shares; 2025Q1: 21,551 shares; 2025Q2: 21,991 shares; 2025Q3: 21,388 shares; 2025Q4: 21,313 shares; 2026Q1: 21,123 shares; 2026Q2: 21,069 shares 21,069 $5.7M 2.53% -54 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: 18,381 shares; 2024Q4: 18,183 shares; 2025Q1: 17,956 shares; 2025Q2: 18,153 shares; 2025Q3: 17,875 shares; 2025Q4: 18,003 shares; 2026Q1: 18,111 shares; 2026Q2: 17,964 shares 17,964 $5.66M 2.51% -147 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: 20,323 shares; 2024Q4: 20,218 shares; 2025Q1: 20,864 shares; 2025Q2: 21,324 shares; 2025Q3: 21,182 shares; 2025Q4: 21,340 shares; 2026Q1: 21,089 shares; 2026Q2: 20,673 shares 20,673 $5.09M 2.26% -416 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: 34,823 shares; 2024Q4: 34,651 shares; 2025Q1: 34,835 shares; 2025Q2: 35,105 shares; 2025Q3: 34,689 shares; 2025Q4: 33,466 shares; 2026Q1: 32,056 shares; 2026Q2: 31,169 shares 31,169 $4.57M 2.03% -887 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 95,675 shares; 2026Q1: 116,900 shares; 2026Q2: 127,000 shares 127,000 $4.46M 1.98% +10,100 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,885 shares; 2025Q1: 2,915 shares; 2025Q2: 3,100 shares; 2025Q3: 3,092 shares; 2025Q4: 3,092 shares; 2026Q1: 3,294 shares; 2026Q2: 3,297 shares 3,297 $3.17M 1.41% +3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 11,491 shares; 2025Q3: 11,491 shares; 2025Q4: 11,491 shares; 2026Q1: 11,491 shares; 2026Q2: 11,482 shares 11,482 $922K 0.41% -9 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: 15,935 shares; 2024Q4: 16,685 shares; 2025Q1: 17,110 shares; 2025Q2: 17,110 shares; 2025Q3: 19,660 shares; 2025Q4: 19,510 shares; 2026Q1: 19,510 shares; 2026Q2: 18,985 shares 18,985 $902K 0.4% -525 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: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,992 shares; 2026Q1: 3,640 shares; 2026Q2: 3,755 shares 3,755 $751K 0.33% +115 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.33% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 7,200 shares; 2026Q2: 16,300 shares 16,300 $674K 0.3% +9,100 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $657K 0.29% 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: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 9,970 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares; 2025Q4: 9,970 shares; 2026Q1: 9,970 shares; 2026Q2: 9,970 shares 9,970 $602K 0.27% 0 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: 18,700 shares; 2024Q4: 18,600 shares; 2025Q1: 18,350 shares; 2025Q2: 18,300 shares; 2025Q3: 17,850 shares; 2025Q4: 17,950 shares; 2026Q1: 17,950 shares; 2026Q2: 17,200 shares 17,200 $550K 0.24% -750 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,325 shares; 2025Q4: 1,315 shares; 2026Q1: 1,240 shares; 2026Q2: 1,215 shares 1,215 $434K 0.19% -25 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,550 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,100 shares; 2025Q4: 1,050 shares; 2026Q1: 1,000 shares; 2026Q2: 950 shares 950 $430K 0.19% -50 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: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares 2,359 $399K 0.18% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,850 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $383K 0.17% 0 Timeline KNG 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: 25,005 shares; 2024Q4: 24,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 6,400 shares; 2026Q1: 7,050 shares; 2026Q2: 7,050 shares 7,050 $356K 0.16% 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: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $311K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $245K 0.11% new Timeline