NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644,256 shares; 2024Q4: 613,997 shares; 2025Q1: 620,357 shares; 2025Q2: 679,856 shares; 2025Q3: 678,802 shares; 2025Q4: 710,618 shares; 2026Q1: 727,487 shares; 2026Q2: 719,405 shares 719,405 $144M 7.43% -8,082 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: 396,587 shares; 2024Q4: 402,460 shares; 2025Q1: 405,288 shares; 2025Q2: 404,135 shares; 2025Q3: 373,705 shares; 2025Q4: 366,123 shares; 2026Q1: 364,569 shares; 2026Q2: 335,201 shares 335,201 $118M 6.11% -29,368 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: 372,795 shares; 2024Q4: 363,468 shares; 2025Q1: 366,602 shares; 2025Q2: 383,479 shares; 2025Q3: 377,243 shares; 2025Q4: 370,662 shares; 2026Q1: 380,005 shares; 2026Q2: 377,257 shares 377,257 $109M 5.63% -2,748 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: 216,184 shares; 2024Q4: 235,761 shares; 2025Q1: 237,568 shares; 2025Q2: 224,197 shares; 2025Q3: 226,511 shares; 2025Q4: 232,339 shares; 2026Q1: 239,023 shares; 2026Q2: 256,067 shares 256,067 $95.5M 4.93% +17,044 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: 335,309 shares; 2024Q4: 338,172 shares; 2025Q1: 341,800 shares; 2025Q2: 342,353 shares; 2025Q3: 336,466 shares; 2025Q4: 330,738 shares; 2026Q1: 340,050 shares; 2026Q2: 339,579 shares 339,579 $80.9M 4.18% -471 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921,379 shares; 2024Q4: 1,891,357 shares; 2025Q1: 1,920,934 shares; 2025Q2: 1,979,076 shares; 2025Q3: 1,974,794 shares; 2025Q4: 1,965,547 shares; 2026Q1: 2,088,088 shares; 2026Q2: 1,004,407 shares 1,004,407 $72.7M 3.75% -1,083,681 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: 253,001 shares; 2024Q4: 253,195 shares; 2025Q1: 249,190 shares; 2025Q2: 208,012 shares; 2025Q3: 183,069 shares; 2025Q4: 184,769 shares; 2026Q1: 189,460 shares; 2026Q2: 184,389 shares 184,389 $69.7M 3.6% -5,071 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: 143,193 shares; 2024Q4: 147,990 shares; 2025Q1: 151,782 shares; 2025Q2: 156,224 shares; 2025Q3: 156,613 shares; 2025Q4: 152,411 shares; 2026Q1: 156,786 shares; 2026Q2: 91,177 shares 91,177 $53M 2.73% -65,609 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: 171,854 shares; 2024Q4: 170,663 shares; 2025Q1: 168,956 shares; 2025Q2: 166,410 shares; 2025Q3: 136,691 shares; 2025Q4: 134,884 shares; 2026Q1: 138,084 shares; 2026Q2: 136,556 shares 136,556 $44.7M 2.31% -1,528 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: 56,471 shares; 2024Q4: 56,917 shares; 2025Q1: 57,376 shares; 2025Q2: 63,808 shares; 2025Q3: 62,943 shares; 2025Q4: 62,258 shares; 2026Q1: 64,031 shares; 2026Q2: 77,721 shares 77,721 $43.8M 2.26% +13,690 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: 123,709 shares; 2024Q4: 124,910 shares; 2025Q1: 114,041 shares; 2025Q2: 113,038 shares; 2025Q3: 114,737 shares; 2025Q4: 113,801 shares; 2026Q1: 117,361 shares; 2026Q2: 116,422 shares 116,422 $39.9M 2.06% -939 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,007 shares; 2024Q4: 130,518 shares; 2025Q1: 130,377 shares; 2025Q2: 118,537 shares; 2025Q3: 119,438 shares; 2025Q4: 117,019 shares; 2026Q1: 156,997 shares; 2026Q2: 114,827 shares 114,827 $39.2M 2.02% -42,170 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,533 shares; 2024Q4: 276,697 shares; 2025Q1: 277,263 shares; 2025Q2: 261,234 shares; 2025Q3: 221,141 shares; 2025Q4: 217,535 shares; 2026Q1: 221,721 shares; 2026Q2: 219,300 shares 219,300 $38.7M 2% -2,421 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,977 shares; 2024Q4: 39,649 shares; 2025Q1: 39,719 shares; 2025Q2: 39,984 shares; 2025Q3: 39,899 shares; 2025Q4: 38,953 shares; 2026Q1: 34,167 shares; 2026Q2: 33,077 shares 33,077 $32.4M 1.67% -1,090 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,317 shares; 2024Q4: 161,093 shares; 2025Q1: 162,918 shares; 2025Q2: 148,485 shares; 2025Q3: 144,667 shares; 2025Q4: 124,035 shares; 2026Q1: 109,913 shares; 2026Q2: 73,763 shares 73,763 $30.7M 1.58% -36,150 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: 12,555 shares; 2024Q4: 17,251 shares; 2025Q1: 17,438 shares; 2025Q2: 23,589 shares; 2025Q3: 24,067 shares; 2025Q4: 23,391 shares; 2026Q1: 23,933 shares; 2026Q2: 23,879 shares 23,879 $28.6M 1.48% -54 Timeline XLU 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: 290,731 shares; 2024Q4: 298,923 shares; 2025Q1: 303,310 shares; 2025Q2: 307,035 shares; 2025Q3: 311,796 shares; 2025Q4: 609,724 shares; 2026Q1: 618,679 shares; 2026Q2: 615,910 shares 615,910 $27.9M 1.44% -2,769 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,866 shares; 2024Q4: 56,287 shares; 2025Q1: 56,263 shares; 2025Q2: 56,418 shares; 2025Q3: 55,560 shares; 2025Q4: 54,790 shares; 2026Q1: 54,385 shares; 2026Q2: 53,298 shares 53,298 $27.7M 1.43% -1,087 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: 364,779 shares; 2024Q4: 326,732 shares; 2025Q1: 305,637 shares; 2025Q2: 296,702 shares; 2025Q3: 291,836 shares; 2025Q4: 286,653 shares; 2026Q1: 253,987 shares; 2026Q2: 243,690 shares 243,690 $27.6M 1.42% -10,297 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: 57,532 shares; 2024Q4: 58,501 shares; 2025Q1: 59,185 shares; 2025Q2: 61,680 shares; 2025Q3: 62,664 shares; 2025Q4: 62,094 shares; 2026Q1: 65,369 shares; 2026Q2: 64,215 shares 64,215 $26.7M 1.38% -1,154 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,860 shares; 2024Q4: 113,818 shares; 2025Q1: 113,571 shares; 2025Q2: 107,228 shares; 2025Q3: 108,170 shares; 2025Q4: 103,340 shares; 2026Q1: 74,349 shares; 2026Q2: 73,554 shares 73,554 $25.7M 1.33% -795 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,457 shares; 2024Q4: 232,496 shares; 2025Q1: 265,953 shares; 2025Q2: 261,518 shares; 2025Q3: 253,525 shares; 2025Q4: 247,909 shares; 2026Q1: 252,048 shares; 2026Q2: 245,183 shares 245,183 $25.4M 1.31% -6,865 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,110 shares; 2024Q4: 137,333 shares; 2025Q1: 121,550 shares; 2025Q2: 107,124 shares; 2025Q3: 105,614 shares; 2025Q4: 103,880 shares; 2026Q1: 105,359 shares; 2026Q2: 104,931 shares 104,931 $25.1M 1.29% -428 Timeline VNQ 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: 241,103 shares; 2024Q4: 248,858 shares; 2025Q1: 250,699 shares; 2025Q2: 250,429 shares; 2025Q3: 262,406 shares; 2025Q4: 256,930 shares; 2026Q1: 262,380 shares; 2026Q2: 258,648 shares 258,648 $24.9M 1.29% -3,732 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: 159,237 shares; 2024Q4: 161,568 shares; 2025Q1: 162,708 shares; 2025Q2: 159,102 shares; 2025Q3: 154,305 shares; 2025Q4: 150,469 shares; 2026Q1: 153,617 shares; 2026Q2: 152,677 shares 152,677 $23.1M 1.19% -940 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: 130,536 shares; 2024Q4: 134,268 shares; 2025Q1: 134,135 shares; 2025Q2: 133,621 shares; 2025Q3: 123,528 shares; 2025Q4: 120,293 shares; 2026Q1: 119,555 shares; 2026Q2: 120,568 shares 120,568 $22.9M 1.18% +1,013 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,907 shares; 2024Q4: 323,797 shares; 2025Q1: 319,013 shares; 2025Q2: 294,439 shares; 2025Q3: 300,158 shares; 2025Q4: 301,383 shares; 2026Q1: 388,401 shares; 2026Q2: 476,885 shares 476,885 $20.9M 1.08% +88,484 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,038 shares; 2025Q2: 203,686 shares; 2025Q3: 207,748 shares; 2025Q4: 208,104 shares; 2026Q1: 272,332 shares; 2026Q2: 282,327 shares 282,327 $20.4M 1.05% +9,995 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: 87,271 shares; 2024Q4: 87,336 shares; 2025Q1: 88,300 shares; 2025Q2: 97,510 shares; 2025Q3: 114,319 shares; 2025Q4: 112,630 shares; 2026Q1: 116,268 shares; 2026Q2: 129,253 shares 129,253 $20.2M 1.05% +12,985 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,920 shares; 2024Q4: 229,043 shares; 2025Q1: 230,500 shares; 2025Q2: 231,417 shares; 2025Q3: 228,638 shares; 2025Q4: 192,704 shares; 2026Q1: 196,010 shares; 2026Q2: 194,630 shares 194,630 $19.9M 1.03% -1,380 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: 32,674 shares; 2024Q4: 33,388 shares; 2025Q1: 33,945 shares; 2025Q2: 45,792 shares; 2025Q3: 46,283 shares; 2025Q4: 42,743 shares; 2026Q1: 38,253 shares; 2026Q2: 39,072 shares 39,072 $19.6M 1.01% +819 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: 127,053 shares; 2024Q4: 128,085 shares; 2025Q1: 127,761 shares; 2025Q2: 127,937 shares; 2025Q3: 130,509 shares; 2025Q4: 129,266 shares; 2026Q1: 132,219 shares; 2026Q2: 132,528 shares 132,528 $19.4M 1% +309 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,351 shares; 2024Q4: 336,486 shares; 2025Q1: 384,014 shares; 2025Q2: 409,360 shares; 2025Q3: 426,794 shares; 2025Q4: 332,972 shares; 2026Q1: 436,026 shares; 2026Q2: 412,194 shares 412,194 $19.2M 0.99% -23,832 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,916 shares; 2024Q4: 84,301 shares; 2025Q1: 149,432 shares; 2025Q2: 151,444 shares; 2025Q3: 151,697 shares; 2025Q4: 151,263 shares; 2026Q1: 206,750 shares; 2026Q2: 208,390 shares 208,390 $19.1M 0.99% +1,640 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,629 shares; 2024Q4: 132,565 shares; 2025Q1: 163,723 shares; 2025Q2: 203,547 shares; 2025Q3: 204,784 shares; 2025Q4: 198,400 shares; 2026Q1: 202,801 shares; 2026Q2: 203,165 shares 203,165 $18.2M 0.94% +364 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,604 shares; 2024Q4: 125,284 shares; 2025Q1: 125,011 shares; 2025Q2: 108,827 shares; 2025Q3: 110,352 shares; 2025Q4: 109,221 shares; 2026Q1: 112,040 shares; 2026Q2: 145,983 shares 145,983 $18M 0.93% +33,943 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,606 shares; 2024Q4: 77,240 shares; 2025Q1: 79,434 shares; 2025Q2: 113,439 shares; 2025Q3: 108,911 shares; 2025Q4: 100,312 shares; 2026Q1: 88,280 shares; 2026Q2: 92,668 shares 92,668 $17.9M 0.92% +4,388 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,743 shares; 2026Q2: 91,081 shares 91,081 $17.3M 0.89% -662 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,108 shares; 2024Q4: 64,688 shares; 2025Q1: 65,246 shares; 2025Q2: 62,412 shares; 2025Q3: 59,841 shares; 2025Q4: 58,336 shares; 2026Q1: 58,805 shares; 2026Q2: 58,949 shares 58,949 $17.1M 0.88% +144 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,416 shares; 2024Q4: 69,629 shares; 2025Q1: 64,698 shares; 2025Q2: 66,543 shares; 2025Q3: 67,670 shares; 2025Q4: 67,793 shares; 2026Q1: 71,663 shares; 2026Q2: 100,967 shares 100,967 $16.9M 0.87% +29,304 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: 115,708 shares; 2024Q4: 119,526 shares; 2025Q1: 119,467 shares; 2025Q2: 103,160 shares; 2025Q3: 102,564 shares; 2025Q4: 98,716 shares; 2026Q1: 101,432 shares; 2026Q2: 102,012 shares 102,012 $16.9M 0.87% +580 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,102 shares; 2024Q4: 26,750 shares; 2025Q1: 26,772 shares; 2025Q2: 27,642 shares; 2025Q3: 28,917 shares; 2025Q4: 36,939 shares; 2026Q1: 38,179 shares; 2026Q2: 40,231 shares 40,231 $16.4M 0.85% +2,052 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 154,753 shares; 2026Q2: 154,463 shares 154,463 $15.6M 0.8% -290 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: 18,548 shares; 2024Q4: 18,699 shares; 2025Q1: 18,603 shares; 2025Q2: 16,153 shares; 2025Q3: 16,277 shares; 2025Q4: 16,103 shares; 2026Q1: 16,429 shares; 2026Q2: 16,291 shares 16,291 $15.2M 0.79% -138 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,014 shares; 2024Q4: 9,319 shares; 2025Q1: 37,020 shares; 2025Q2: 37,478 shares; 2025Q3: 37,835 shares; 2025Q4: 37,294 shares; 2026Q1: 39,023 shares; 2026Q2: 41,470 shares 41,470 $14.3M 0.74% +2,447 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,013 shares; 2024Q4: 40,211 shares; 2025Q1: 40,663 shares; 2025Q2: 35,919 shares; 2025Q3: 36,526 shares; 2025Q4: 35,750 shares; 2026Q1: 35,993 shares; 2026Q2: 36,171 shares 36,171 $14.1M 0.73% +178 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,809 shares; 2025Q2: 164,089 shares; 2025Q3: 174,665 shares; 2025Q4: 130,841 shares; 2026Q1: 394,929 shares; 2026Q2: 411,543 shares 411,543 $14M 0.72% +16,614 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,656 shares; 2025Q1: 196,283 shares; 2025Q2: 194,741 shares; 2025Q3: 198,245 shares; 2025Q4: 195,918 shares; 2026Q1: 244,168 shares; 2026Q2: 257,534 shares 257,534 $13.2M 0.68% +13,366 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: 51,045 shares; 2024Q4: 51,744 shares; 2025Q1: 42,467 shares; 2025Q2: 42,511 shares; 2025Q3: 42,203 shares; 2025Q4: 31,515 shares; 2026Q1: 26,402 shares; 2026Q2: 26,379 shares 26,379 $13.2M 0.68% -23 Timeline KRE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,139 shares; 2025Q4: 170,567 shares; 2026Q1: 175,152 shares; 2026Q2: 173,366 shares 173,366 $13M 0.67% -1,786 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: 54,870 shares; 2024Q4: 54,251 shares; 2025Q1: 55,502 shares; 2025Q2: 55,114 shares; 2025Q3: 55,837 shares; 2025Q4: 55,761 shares; 2026Q1: 57,426 shares; 2026Q2: 57,281 shares 57,281 $12.6M 0.65% -145 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: 120,995 shares; 2024Q4: 122,621 shares; 2025Q1: 122,520 shares; 2025Q2: 124,691 shares; 2025Q3: 130,310 shares; 2025Q4: 128,535 shares; 2026Q1: 130,324 shares; 2026Q2: 130,728 shares 130,728 $11.5M 0.59% +404 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: 156,262 shares; 2024Q4: 162,824 shares; 2025Q1: 165,287 shares; 2025Q2: 168,031 shares; 2025Q3: 179,929 shares; 2025Q4: 180,597 shares; 2026Q1: 193,684 shares; 2026Q2: 192,141 shares 192,141 $11.1M 0.57% -1,543 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,284 shares; 2026Q2: 381,639 shares 381,639 $9.87M 0.51% +198,355 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,194 shares; 2024Q4: 34,872 shares; 2025Q1: 35,238 shares; 2025Q2: 46,066 shares; 2025Q3: 47,686 shares; 2025Q4: 48,142 shares; 2026Q1: 76,132 shares; 2026Q2: 77,593 shares 77,593 $9.11M 0.47% +1,461 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,337 shares; 2024Q4: 179,780 shares; 2025Q1: 179,513 shares; 2025Q2: 151,958 shares; 2025Q3: 155,140 shares; 2025Q4: 153,938 shares; 2026Q1: 204,452 shares; 2026Q2: 207,578 shares 207,578 $8.86M 0.46% +3,126 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,320 shares; 2024Q4: 69,925 shares; 2025Q1: 70,488 shares; 2025Q2: 72,863 shares; 2025Q3: 77,776 shares; 2025Q4: 77,062 shares; 2026Q1: 52,966 shares; 2026Q2: 52,881 shares 52,881 $7.16M 0.37% -85 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,249 shares; 2024Q4: 181,995 shares; 2025Q1: 181,995 shares; 2025Q2: 181,995 shares; 2025Q3: 181,995 shares; 2025Q4: 181,995 shares; 2026Q1: 169,995 shares; 2026Q2: 169,495 shares 169,495 $6.51M 0.34% -500 Timeline CBK COMMERCIAL BANCGROUP INC More: the full row for COMMERCIAL BANCGROUP 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: 373,000 shares; 2026Q1: 186,499 shares; 2026Q2: 186,499 shares 186,499 $6.02M 0.31% 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: 20,318 shares; 2024Q4: 21,861 shares; 2025Q1: 21,443 shares; 2025Q2: 21,163 shares; 2025Q3: 21,354 shares; 2025Q4: 20,295 shares; 2026Q1: 20,105 shares; 2026Q2: 20,442 shares 20,442 $5.14M 0.27% +337 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: 13,718 shares; 2024Q4: 12,983 shares; 2025Q1: 12,776 shares; 2025Q2: 14,084 shares; 2025Q3: 13,753 shares; 2025Q4: 13,467 shares; 2026Q1: 13,518 shares; 2026Q2: 13,824 shares 13,824 $4.88M 0.25% +306 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: 15,781 shares; 2024Q4: 16,250 shares; 2025Q1: 15,992 shares; 2025Q2: 18,362 shares; 2025Q3: 18,008 shares; 2025Q4: 17,572 shares; 2026Q1: 17,612 shares; 2026Q2: 17,679 shares 17,679 $4.81M 0.25% +67 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: 28,791 shares; 2024Q4: 29,607 shares; 2025Q1: 40,809 shares; 2025Q2: 41,010 shares; 2025Q3: 39,972 shares; 2025Q4: 39,031 shares; 2026Q1: 38,481 shares; 2026Q2: 34,265 shares 34,265 $4.4M 0.23% -4,216 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: 11,243 shares; 2024Q4: 11,672 shares; 2025Q1: 11,321 shares; 2025Q2: 11,255 shares; 2025Q3: 10,998 shares; 2025Q4: 10,898 shares; 2026Q1: 15,803 shares; 2026Q2: 16,209 shares 16,209 $4.38M 0.23% +406 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,595 shares; 2024Q4: 83,507 shares; 2025Q1: 77,211 shares; 2025Q2: 78,651 shares; 2025Q3: 77,017 shares; 2025Q4: 75,067 shares; 2026Q1: 75,369 shares; 2026Q2: 75,482 shares 75,482 $4.25M 0.22% +113 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: 29,045 shares; 2024Q4: 30,152 shares; 2025Q1: 29,039 shares; 2025Q2: 21,596 shares; 2025Q3: 24,936 shares; 2025Q4: 24,529 shares; 2026Q1: 24,378 shares; 2026Q2: 23,052 shares 23,052 $4.17M 0.22% -1,326 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,200 shares; 2025Q2: 32,499 shares; 2025Q3: 32,323 shares; 2025Q4: 31,605 shares; 2026Q1: 32,302 shares; 2026Q2: 31,901 shares 31,901 $4.1M 0.21% -401 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 9,973 shares; 2025Q4: 9,729 shares; 2026Q1: 8,285 shares; 2026Q2: 5,615 shares 5,615 $4M 0.21% -2,670 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: 52,220 shares; 2024Q4: 53,072 shares; 2025Q1: 51,310 shares; 2025Q2: 50,916 shares; 2025Q3: 50,119 shares; 2025Q4: 48,963 shares; 2026Q1: 48,415 shares; 2026Q2: 49,147 shares 49,147 $3.99M 0.21% +732 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,405 shares; 2024Q4: 21,919 shares; 2025Q1: 21,263 shares; 2025Q2: 21,634 shares; 2025Q3: 20,892 shares; 2025Q4: 19,871 shares; 2026Q1: 19,366 shares; 2026Q2: 15,328 shares 15,328 $3.99M 0.21% -4,038 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,032 shares; 2026Q2: 17,288 shares 17,288 $3.97M 0.2% +256 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: 11,072 shares; 2024Q4: 11,446 shares; 2025Q1: 11,074 shares; 2025Q2: 11,288 shares; 2025Q3: 10,997 shares; 2025Q4: 10,902 shares; 2026Q1: 10,789 shares; 2026Q2: 10,932 shares 10,932 $3.96M 0.2% +143 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) 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: 39,709 shares 39,709 $3.66M 0.19% new 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: 43,022 shares; 2024Q4: 44,199 shares; 2025Q1: 42,561 shares; 2025Q2: 42,739 shares; 2025Q3: 42,261 shares; 2025Q4: 41,013 shares; 2026Q1: 41,774 shares; 2026Q2: 42,918 shares 42,918 $3.63M 0.19% +1,144 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,539 shares; 2024Q4: 117,838 shares; 2025Q1: 77,879 shares; 2025Q2: 77,727 shares; 2025Q3: 75,851 shares; 2025Q4: 75,468 shares; 2026Q1: 75,036 shares; 2026Q2: 75,762 shares 75,762 $3.6M 0.19% +726 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 85,433 shares; 2026Q2: 86,574 shares 86,574 $3.49M 0.18% +1,141 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 reported; 2024Q4: 8,516 shares; 2025Q1: 2,992 shares; 2025Q2: 3,322 shares; 2025Q3: 4,314 shares; 2025Q4: 4,559 shares; 2026Q1: 4,427 shares; 2026Q2: 4,427 shares 4,427 $3.32M 0.17% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 4,301 shares; 2026Q2: 2,953 shares 2,953 $3.08M 0.16% -1,348 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,513 shares; 2024Q4: 82,547 shares; 2025Q1: 81,131 shares; 2025Q2: 82,789 shares; 2025Q3: 81,556 shares; 2025Q4: 93,626 shares; 2026Q1: 104,152 shares; 2026Q2: 124,938 shares 124,938 $3.07M 0.16% +20,786 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,506 shares; 2024Q4: 94,623 shares; 2025Q1: 98,339 shares; 2025Q2: 98,317 shares; 2025Q3: 96,306 shares; 2025Q4: 95,597 shares; 2026Q1: 99,424 shares; 2026Q2: 114,355 shares 114,355 $3.04M 0.16% +14,931 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: 113,798 shares; 2024Q4: 112,983 shares; 2025Q1: 118,372 shares; 2025Q2: 115,047 shares; 2025Q3: 112,411 shares; 2025Q4: 114,034 shares; 2026Q1: 123,001 shares; 2026Q2: 124,894 shares 124,894 $3.01M 0.16% +1,893 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,436 shares; 2024Q4: 37,988 shares; 2025Q1: 37,496 shares; 2025Q2: 37,478 shares; 2025Q3: 36,562 shares; 2025Q4: 36,094 shares; 2026Q1: 36,156 shares; 2026Q2: 38,403 shares 38,403 $3M 0.16% +2,247 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,872 shares; 2024Q4: 25,340 shares; 2025Q1: 24,464 shares; 2025Q2: 24,548 shares; 2025Q3: 23,546 shares; 2025Q4: 23,279 shares; 2026Q1: 23,977 shares; 2026Q2: 25,403 shares 25,403 $2.99M 0.15% +1,426 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,286 shares; 2024Q4: 92,128 shares; 2025Q1: 92,439 shares; 2025Q2: 104,034 shares; 2025Q3: 100,403 shares; 2025Q4: 99,396 shares; 2026Q1: 98,235 shares; 2026Q2: 78,518 shares 78,518 $2.9M 0.15% -19,717 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,674 shares; 2024Q4: 154,505 shares; 2025Q1: 149,618 shares; 2025Q2: 150,072 shares; 2025Q3: 147,584 shares; 2025Q4: 144,928 shares; 2026Q1: 148,417 shares; 2026Q2: 153,949 shares 153,949 $2.85M 0.15% +5,532 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,292 shares; 2024Q4: 62,313 shares; 2025Q1: 62,327 shares; 2025Q2: 62,327 shares; 2025Q3: 67,577 shares; 2025Q4: 60,340 shares; 2026Q1: 60,340 shares; 2026Q2: 60,340 shares 60,340 $2.76M 0.14% 0 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: 15,079 shares; 2024Q4: 15,745 shares; 2025Q1: 15,258 shares; 2025Q2: 15,196 shares; 2025Q3: 14,960 shares; 2025Q4: 15,126 shares; 2026Q1: 15,763 shares; 2026Q2: 16,142 shares 16,142 $2.64M 0.14% +379 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,366 shares; 2024Q4: 8,366 shares; 2025Q1: 8,366 shares; 2025Q2: 8,366 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares; 2026Q1: 9,547 shares; 2026Q2: 8,275 shares 8,275 $2.6M 0.13% -1,272 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,021 shares; 2026Q2: 20,072 shares 20,072 $2.5M 0.13% +4,051 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,295 shares; 2025Q4: 4,301 shares; 2026Q1: 4,301 shares; 2026Q2: 25,806 shares 25,806 $2.22M 0.11% +21,505 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,194 shares; 2024Q4: 108,267 shares; 2025Q1: 108,735 shares; 2025Q2: 110,394 shares; 2025Q3: 116,408 shares; 2025Q4: 86,550 shares; 2026Q1: 115,919 shares; 2026Q2: 30,914 shares 30,914 $2.22M 0.11% -85,005 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,951 shares; 2025Q1: 3,951 shares; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,951 shares; 2026Q2: 3,951 shares 3,951 $2.06M 0.11% 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: 7,836 shares 7,836 $1.75M 0.09% new 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: 7,836 shares 7,836 $1.73M 0.09% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,650 shares; 2025Q4: 7,530 shares; 2026Q1: 7,530 shares; 2026Q2: 7,530 shares 7,530 $1.64M 0.08% 0 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: 4,877 shares; 2024Q4: 5,217 shares; 2025Q1: 5,117 shares; 2025Q2: 5,095 shares; 2025Q3: 4,508 shares; 2025Q4: 4,580 shares; 2026Q1: 4,240 shares; 2026Q2: 4,240 shares 4,240 $1.52M 0.08% 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: 19,671 shares; 2024Q4: 14,721 shares; 2025Q1: 24,640 shares; 2025Q2: 24,640 shares; 2025Q3: 24,640 shares; 2025Q4: 24,640 shares; 2026Q1: 24,640 shares; 2026Q2: 26,586 shares 26,586 $1.32M 0.07% +1,946 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,900 shares; 2025Q4: 3,926 shares; 2026Q1: 3,926 shares; 2026Q2: 15,704 shares 15,704 $1.27M 0.07% +11,778 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: 8,357 shares; 2024Q4: 6,075 shares; 2025Q1: 5,414 shares; 2025Q2: 5,388 shares; 2025Q3: 5,561 shares; 2025Q4: 5,078 shares; 2026Q1: 4,849 shares; 2026Q2: 4,786 shares 4,786 $1.22M 0.06% -63 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,822 shares; 2025Q4: 9,788 shares; 2026Q1: 9,788 shares; 2026Q2: 10,880 shares 10,880 $1.05M 0.05% +1,092 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: 9,521 shares; 2024Q4: 9,521 shares; 2025Q1: 9,521 shares; 2025Q2: 9,521 shares; 2025Q3: 9,681 shares; 2025Q4: 19,042 shares; 2026Q1: 19,042 shares; 2026Q2: 19,042 shares 19,042 $1.01M 0.05% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,982 shares 19,982 $1.01M 0.05% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 3,145 shares; 2026Q1: 3,235 shares; 2026Q2: 3,235 shares 3,235 $981K 0.05% 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: 1,020 shares; 2024Q4: 1,024 shares; 2025Q1: 1,020 shares; 2025Q2: 938 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 884 shares 884 $941K 0.05% +104 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: 6,268 shares; 2024Q4: 6,293 shares; 2025Q1: 6,268 shares; 2025Q2: 6,268 shares; 2025Q3: 6,268 shares; 2025Q4: 6,558 shares; 2026Q1: 6,558 shares; 2026Q2: 6,879 shares 6,879 $808K 0.04% +321 Timeline IEMG ISHARES INC More: the full row for ISHARES 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: 8,640 shares; 2025Q4: 8,759 shares; 2026Q1: 8,759 shares; 2026Q2: 9,250 shares 9,250 $766K 0.04% +491 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,210 shares; 2024Q4: 14,552 shares; 2025Q1: 15,727 shares; 2025Q2: 14,030 shares; 2025Q3: 13,636 shares; 2025Q4: 14,035 shares; 2026Q1: 13,456 shares; 2026Q2: 11,894 shares 11,894 $717K 0.04% -1,562 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: 3,371 shares; 2024Q4: 3,371 shares; 2025Q1: 3,114 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares; 2026Q2: 4,730 shares 4,730 $647K 0.03% +77 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: 9,780 shares; 2024Q4: 6,222 shares; 2025Q1: 5,848 shares; 2025Q2: 5,658 shares; 2025Q3: 5,521 shares; 2025Q4: 5,002 shares; 2026Q1: 4,770 shares; 2026Q2: 4,685 shares 4,685 $641K 0.03% -85 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 5,456 shares; 2025Q1: 5,751 shares; 2025Q2: 5,238 shares; 2025Q3: 5,141 shares; 2025Q4: 4,730 shares; 2026Q1: 4,307 shares; 2026Q2: 3,905 shares 3,905 $617K 0.03% -402 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: 1,588 shares; 2024Q4: 1,695 shares; 2025Q1: 1,558 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $582K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,685 shares; 2024Q4: 5,185 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,393 shares; 2026Q1: 5,393 shares; 2026Q2: 5,601 shares 5,601 $582K 0.03% +208 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: 5,124 shares; 2024Q4: 4,761 shares; 2025Q1: 4,408 shares; 2025Q2: 4,408 shares; 2025Q3: 4,632 shares; 2025Q4: 4,312 shares; 2026Q1: 4,082 shares; 2026Q2: 4,071 shares 4,071 $551K 0.03% -11 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: 7,055 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,055 shares; 2025Q3: 8,634 shares; 2025Q4: 8,634 shares; 2026Q1: 8,634 shares; 2026Q2: 7,555 shares 7,555 $544K 0.03% -1,079 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: 5,424 shares; 2024Q4: 5,424 shares; 2025Q1: 5,424 shares; 2025Q2: 5,424 shares; 2025Q3: 5,424 shares; 2025Q4: 5,424 shares; 2026Q1: 5,424 shares; 2026Q2: 5,424 shares 5,424 $523K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS 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: 5,000 shares; 2026Q2: 5,000 shares 5,000 $511K 0.03% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $504K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,210 shares; 2024Q4: 7,630 shares; 2025Q1: 6,832 shares; 2025Q2: 13,664 shares; 2025Q3: 12,726 shares; 2025Q4: 11,526 shares; 2026Q1: 10,411 shares; 2026Q2: 10,411 shares 10,411 $500K 0.03% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,396 shares; 2025Q2: 4,391 shares; 2025Q3: 4,046 shares; 2025Q4: 163,035 shares; 2026Q1: 5,998 shares; 2026Q2: 5,960 shares 5,960 $451K 0.02% -38 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: 6,248 shares; 2024Q4: 5,418 shares; 2025Q1: 5,134 shares; 2025Q2: 5,332 shares; 2025Q3: 5,332 shares; 2025Q4: 5,513 shares; 2026Q1: 5,315 shares; 2026Q2: 5,134 shares 5,134 $424K 0.02% -181 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares; 2026Q2: 5,174 shares 5,174 $407K 0.02% 0 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: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $405K 0.02% 0 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: 8,035 shares; 2024Q4: 8,052 shares; 2025Q1: 7,710 shares; 2025Q2: 7,975 shares; 2025Q3: 7,520 shares; 2025Q4: 7,909 shares; 2026Q1: 7,059 shares; 2026Q2: 7,059 shares 7,059 $402K 0.02% 0 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: 878 shares; 2024Q4: 778 shares; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $392K 0.02% 0 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: 29,454 shares; 2024Q4: 27,354 shares; 2025Q1: 27,354 shares; 2025Q2: 27,445 shares; 2025Q3: 27,445 shares; 2025Q4: 22,545 shares; 2026Q1: 7,596 shares; 2026Q2: 7,596 shares 7,596 $361K 0.02% 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: 6,203 shares; 2024Q4: 6,253 shares; 2025Q1: 6,163 shares; 2025Q2: 6,008 shares; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares; 2026Q1: 5,516 shares; 2026Q2: 5,516 shares 5,516 $333K 0.02% 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: 1,851 shares; 2024Q4: 1,851 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,916 shares; 2026Q1: 2,074 shares; 2026Q2: 2,241 shares 2,241 $328K 0.02% +167 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 2,340 shares; 2026Q2: 886 shares 886 $328K 0.02% -1,454 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,934 shares; 2024Q4: 5,061 shares; 2025Q1: 5,441 shares; 2025Q2: 4,885 shares; 2025Q3: 4,792 shares; 2025Q4: 4,909 shares; 2026Q1: 4,544 shares; 2026Q2: 4,096 shares 4,096 $310K 0.02% -448 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $309K 0.02% 0 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: 1,129 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares; 2026Q2: 1,243 shares 1,243 $306K 0.02% 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,270 shares; 2025Q2: 3,308 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares 3,270 $297K 0.02% 0 Timeline XLRE 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: 5,149 shares; 2024Q4: 5,135 shares; 2025Q1: 5,135 shares; 2025Q2: 5,135 shares; 2025Q3: 5,606 shares; 2025Q4: 5,606 shares; 2026Q1: 5,578 shares; 2026Q2: 5,578 shares 5,578 $246K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $240K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,703 shares; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $238K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 9,635 shares; 2026Q1: 9,635 shares; 2026Q2: 9,635 shares 9,635 $231K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 10,936 shares; 2025Q2: 10,737 shares; 2025Q3: 10,736 shares; 2025Q4: 10,501 shares; 2026Q1: 10,501 shares; 2026Q2: 11,068 shares 11,068 $229K 0.01% +567 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $227K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,850 shares; 2025Q4: not reported; 2026Q1: 6,110 shares; 2026Q2: 6,110 shares 6,110 $225K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: not reported; 2026Q2: 297 shares 297 $222K 0.01% new 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 reported; 2024Q4: 10,073 shares; 2025Q1: 10,073 shares; 2025Q2: 10,879 shares; 2025Q3: 12,673 shares; 2025Q4: 11,521 shares; 2026Q1: 11,520 shares; 2026Q2: 11,520 shares 11,520 $220K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,205 shares 3,205 $219K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,011 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 945 shares; 2026Q1: not reported; 2026Q2: 945 shares 945 $206K 0.01% new Timeline FGBI FIRST GTY BANCSHARES INC More: the full row for FIRST GTY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,383 shares; 2024Q4: 17,383 shares; 2025Q1: 17,383 shares; 2025Q2: 17,383 shares; 2025Q3: 17,383 shares; 2025Q4: 17,383 shares; 2026Q1: 17,383 shares; 2026Q2: 17,383 shares 17,383 $175K 0.01% 0 Timeline