NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008,100 shares; 2024Q4: 1,010,900 shares; 2025Q1: 1,047,500 shares; 2025Q2: 1,080,300 shares; 2025Q3: 1,080,300 shares; 2025Q4: 1,080,300 shares; 2026Q1: 1,080,300 shares; 2026Q2: 1,181,889 shares 1,181,889 $236M 7.79% +101,589 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: 772,600 shares; 2024Q4: 740,600 shares; 2025Q1: 740,600 shares; 2025Q2: 778,700 shares; 2025Q3: 778,700 shares; 2025Q4: 778,700 shares; 2026Q1: 778,700 shares; 2026Q2: 721,725 shares 721,725 $209M 6.88% -56,975 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: 591,000 shares; 2024Q4: 593,500 shares; 2025Q1: 538,100 shares; 2025Q2: 620,200 shares; 2025Q3: 620,200 shares; 2025Q4: 620,200 shares; 2026Q1: 548,422 shares; 2026Q2: 548,422 shares 548,422 $194M 6.38% 0 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: 345,300 shares; 2024Q4: 318,400 shares; 2025Q1: 318,400 shares; 2025Q2: 331,900 shares; 2025Q3: 331,900 shares; 2025Q4: 331,900 shares; 2026Q1: 355,668 shares; 2026Q2: 355,668 shares 355,668 $133M 4.37% 0 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: 485,300 shares; 2024Q4: 487,900 shares; 2025Q1: 487,900 shares; 2025Q2: 535,900 shares; 2025Q3: 535,900 shares; 2025Q4: 535,900 shares; 2026Q1: 512,629 shares; 2026Q2: 512,629 shares 512,629 $122M 4.02% 0 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: 176,200 shares; 2024Q4: 168,100 shares; 2025Q1: 172,400 shares; 2025Q2: 170,200 shares; 2025Q3: 170,200 shares; 2025Q4: 230,854 shares; 2026Q1: 230,854 shares; 2026Q2: 244,929 shares 244,929 $92.5M 3.05% +14,075 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: 174,300 shares; 2024Q4: 83,000 shares; 2025Q1: 83,000 shares; 2025Q2: 82,100 shares; 2025Q3: 34,800 shares; 2025Q4: 1,429,652 shares; 2026Q1: 1,776,143 shares; 2026Q2: 1,702,048 shares 1,702,048 $90.4M 2.98% -74,095 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,500 shares; 2024Q4: 19,500 shares; 2025Q1: 30,400 shares; 2025Q2: 24,500 shares; 2025Q3: 21,900 shares; 2025Q4: 54,582 shares; 2026Q1: 62,034 shares; 2026Q2: 61,045 shares 61,045 $70.5M 2.32% -989 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: 87,800 shares; 2024Q4: 89,000 shares; 2025Q1: 89,000 shares; 2025Q2: 90,300 shares; 2025Q3: 90,300 shares; 2025Q4: 90,900 shares; 2026Q1: 110,643 shares; 2026Q2: 110,643 shares 110,643 $62.3M 2.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,400 shares; 2024Q4: 43,600 shares; 2025Q1: 40,300 shares; 2025Q2: 54,500 shares; 2025Q3: 53,400 shares; 2025Q4: 53,500 shares; 2026Q1: 59,050 shares; 2026Q2: 50,632 shares 50,632 $60.7M 2% -8,418 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: 5,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104,962 shares; 2026Q1: 1,335,910 shares; 2026Q2: 1,335,910 shares 1,335,910 $60.6M 1.99% 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: 170,700 shares; 2024Q4: 170,700 shares; 2025Q1: 170,700 shares; 2025Q2: 172,200 shares; 2025Q3: 172,200 shares; 2025Q4: 172,200 shares; 2026Q1: 177,996 shares; 2026Q2: 184,785 shares 184,785 $60.5M 1.99% +6,789 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,925 shares; 2026Q1: 177,495 shares; 2026Q2: 80,177 shares 80,177 $52.6M 1.73% -97,318 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: 70,400 shares; 2024Q4: 70,100 shares; 2025Q1: 74,900 shares; 2025Q2: 105,400 shares; 2025Q3: 105,400 shares; 2025Q4: 12,680 shares; 2026Q1: 65,712 shares; 2026Q2: 81,465 shares 81,465 $47.3M 1.56% +15,753 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,100 shares; 2024Q4: 170,600 shares; 2025Q1: 137,900 shares; 2025Q2: 143,600 shares; 2025Q3: 143,600 shares; 2025Q4: 76,300 shares; 2026Q1: 76,300 shares; 2026Q2: 106,428 shares 106,428 $44.8M 1.47% +30,128 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: 120,102 shares; 2024Q4: 123,402 shares; 2025Q1: 104,002 shares; 2025Q2: 34,802 shares; 2025Q3: 33,902 shares; 2025Q4: 103,892 shares; 2026Q1: 181,797 shares; 2026Q2: 168,786 shares 168,786 $42.9M 1.41% -13,011 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: 372,800 shares; 2024Q4: 360,500 shares; 2025Q1: 318,400 shares; 2025Q2: 322,900 shares; 2025Q3: 322,900 shares; 2025Q4: 346,397 shares; 2026Q1: 351,466 shares; 2026Q2: 315,835 shares 315,835 $35.8M 1.18% -35,631 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,314 shares; 2026Q1: 12,314 shares; 2026Q2: 115,110 shares 115,110 $34.7M 1.14% +102,796 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: 50,500 shares; 2024Q4: 52,300 shares; 2025Q1: 52,300 shares; 2025Q2: 52,400 shares; 2025Q3: 52,400 shares; 2025Q4: 52,400 shares; 2026Q1: 93,368 shares; 2026Q2: 88,298 shares 88,298 $33M 1.09% -5,070 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: 29,200 shares; 2024Q4: 29,400 shares; 2025Q1: 29,400 shares; 2025Q2: 29,700 shares; 2025Q3: 29,700 shares; 2025Q4: 32,700 shares; 2026Q1: 39,204 shares; 2026Q2: 34,287 shares 34,287 $32.1M 1.06% -4,917 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: 494,600 shares; 2024Q4: 500,300 shares; 2025Q1: 500,300 shares; 2025Q2: 662,200 shares; 2025Q3: 662,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554,996 shares 554,996 $31.6M 1.04% new 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: 89,600 shares; 2024Q4: 89,600 shares; 2025Q1: 89,600 shares; 2025Q2: 93,500 shares; 2025Q3: 93,500 shares; 2025Q4: 98,300 shares; 2026Q1: 72,534 shares; 2026Q2: 86,015 shares 86,015 $29.5M 0.97% +13,481 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,200 shares; 2024Q4: 25,400 shares; 2025Q1: 25,400 shares; 2025Q2: 25,900 shares; 2025Q3: 25,900 shares; 2025Q4: 259,000 shares; 2026Q1: 334,475 shares; 2026Q2: 411,281 shares 411,281 $29.4M 0.97% +76,806 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: 81,600 shares; 2024Q4: 82,200 shares; 2025Q1: 86,400 shares; 2025Q2: 128,400 shares; 2025Q3: 126,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,825 shares 115,825 $29.1M 0.96% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,600 shares; 2024Q4: 48,100 shares; 2025Q1: 48,100 shares; 2025Q2: 49,100 shares; 2025Q3: 49,100 shares; 2025Q4: 58,352 shares; 2026Q1: 58,373 shares; 2026Q2: 53,857 shares 53,857 $27.7M 0.91% -4,516 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: 87,400 shares; 2024Q4: 88,600 shares; 2025Q1: 63,000 shares; 2025Q2: 65,900 shares; 2025Q3: 65,900 shares; 2025Q4: 114,500 shares; 2026Q1: 176,843 shares; 2026Q2: 152,329 shares 152,329 $27.6M 0.91% -24,514 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: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 13,100 shares; 2025Q2: 13,200 shares; 2025Q3: 6,025 shares; 2025Q4: 15,765 shares; 2026Q1: 31,533 shares; 2026Q2: 21,127 shares 21,127 $24.8M 0.82% -10,406 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: 17,200 shares; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: not reported; 2026Q1: 145,885 shares; 2026Q2: 140,611 shares 140,611 $24.8M 0.82% -5,274 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 156,465 shares; 2026Q1: 141,739 shares; 2026Q2: 141,685 shares 141,685 $24.1M 0.79% -54 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 35,586 shares; 2026Q1: 33,222 shares; 2026Q2: 31,517 shares 31,517 $24.1M 0.79% -1,705 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: 36,500 shares; 2024Q4: 36,500 shares; 2025Q1: 36,500 shares; 2025Q2: 46,000 shares; 2025Q3: 46,000 shares; 2025Q4: 22,826 shares; 2026Q1: not reported; 2026Q2: 22,557 shares 22,557 $24M 0.79% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,096 shares 93,096 $23.8M 0.78% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,083 shares; 2026Q2: 101,285 shares 101,285 $23M 0.76% -18,798 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: 88,800 shares; 2024Q4: 88,800 shares; 2025Q1: 88,800 shares; 2025Q2: 95,200 shares; 2025Q3: 95,200 shares; 2025Q4: 28,600 shares; 2026Q1: not reported; 2026Q2: 106,343 shares 106,343 $22.2M 0.73% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,600 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 14,800 shares; 2026Q1: not reported; 2026Q2: 21,969 shares 21,969 $22.2M 0.73% new 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: 14,900 shares; 2024Q4: 15,700 shares; 2025Q1: 15,700 shares; 2025Q2: 24,200 shares; 2025Q3: 24,200 shares; 2025Q4: 39,629 shares; 2026Q1: 49,806 shares; 2026Q2: 41,925 shares 41,925 $21.8M 0.72% -7,881 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 26,500 shares; 2025Q2: 40,800 shares; 2025Q3: 40,800 shares; 2025Q4: 40,800 shares; 2026Q1: 49,659 shares; 2026Q2: 49,659 shares 49,659 $21.2M 0.7% 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: 132,100 shares; 2024Q4: 133,400 shares; 2025Q1: 125,700 shares; 2025Q2: 153,200 shares; 2025Q3: 153,200 shares; 2025Q4: 153,200 shares; 2026Q1: 210,278 shares; 2026Q2: 142,251 shares 142,251 $20.9M 0.69% -68,027 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: 58,800 shares; 2024Q4: 59,900 shares; 2025Q1: 59,900 shares; 2025Q2: 76,100 shares; 2025Q3: 76,100 shares; 2025Q4: 76,100 shares; 2026Q1: 75,548 shares; 2026Q2: 57,750 shares 57,750 $20.4M 0.67% -17,798 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 20,622 shares; 2026Q2: 20,622 shares 20,622 $19.9M 0.66% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 19,100 shares; 2025Q3: 18,700 shares; 2025Q4: 26,800 shares; 2026Q1: 40,613 shares; 2026Q2: 48,185 shares 48,185 $19.2M 0.63% +7,572 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,600 shares; 2024Q4: 74,600 shares; 2025Q1: 74,600 shares; 2025Q2: 106,700 shares; 2025Q3: 106,700 shares; 2025Q4: 188,570 shares; 2026Q1: 257,615 shares; 2026Q2: 197,981 shares 197,981 $19M 0.63% -59,634 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: 80,700 shares; 2024Q4: 82,500 shares; 2025Q1: 82,500 shares; 2025Q2: 88,800 shares; 2025Q3: 88,800 shares; 2025Q4: 41,701 shares; 2026Q1: 26,950 shares; 2026Q2: 37,892 shares 37,892 $19M 0.62% +10,942 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: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares; 2025Q2: 25,600 shares; 2025Q3: 25,600 shares; 2025Q4: 37,900 shares; 2026Q1: 43,830 shares; 2026Q2: 43,830 shares 43,830 $17.9M 0.59% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,100 shares; 2025Q3: 12,400 shares; 2025Q4: 51,070 shares; 2026Q1: 59,924 shares; 2026Q2: 53,256 shares 53,256 $17.6M 0.58% -6,668 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 81,600 shares; 2025Q3: 81,600 shares; 2025Q4: 81,600 shares; 2026Q1: 201,861 shares; 2026Q2: 189,353 shares 189,353 $17.4M 0.57% -12,508 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: 36,600 shares; 2024Q4: 36,600 shares; 2025Q1: 22,600 shares; 2025Q2: 23,800 shares; 2025Q3: 23,800 shares; 2025Q4: 71,168 shares; 2026Q1: 106,066 shares; 2026Q2: 79,542 shares 79,542 $17.4M 0.57% -26,524 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,682 shares; 2026Q1: 18,682 shares; 2026Q2: 30,660 shares 30,660 $17.2M 0.57% +11,978 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: 90,700 shares; 2024Q4: 92,300 shares; 2025Q1: 92,300 shares; 2025Q2: 104,400 shares; 2025Q3: 104,400 shares; 2025Q4: 96,600 shares; 2026Q1: not reported; 2026Q2: 90,538 shares 90,538 $17.2M 0.57% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,800 shares; 2024Q4: 31,800 shares; 2025Q1: 31,800 shares; 2025Q2: 36,200 shares; 2025Q3: 36,200 shares; 2025Q4: 36,200 shares; 2026Q1: 67,094 shares; 2026Q2: 50,301 shares 50,301 $17M 0.56% -16,793 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 7,900 shares; 2025Q3: 6,700 shares; 2025Q4: 18,511 shares; 2026Q1: 59,933 shares; 2026Q2: 59,933 shares 59,933 $16.7M 0.55% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,250 shares; 2026Q1: 104,203 shares; 2026Q2: 92,914 shares 92,914 $16.7M 0.55% -11,289 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: 7,900 shares; 2024Q4: 7,900 shares; 2025Q1: 7,900 shares; 2025Q2: 9,700 shares; 2025Q3: 9,500 shares; 2025Q4: 23,076 shares; 2026Q1: 21,751 shares; 2026Q2: 21,751 shares 21,751 $16.4M 0.54% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 39,976 shares; 2026Q1: 43,146 shares; 2026Q2: 43,146 shares 43,146 $16.2M 0.53% 0 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: 37,800 shares; 2024Q4: 37,800 shares; 2025Q1: 37,800 shares; 2025Q2: 50,000 shares; 2025Q3: 38,800 shares; 2025Q4: 71,725 shares; 2026Q1: 86,115 shares; 2026Q2: 59,530 shares 59,530 $16.2M 0.53% -26,585 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,300 shares; 2024Q4: 21,300 shares; 2025Q1: 35,300 shares; 2025Q2: 37,100 shares; 2025Q3: 37,100 shares; 2025Q4: 37,100 shares; 2026Q1: 33,886 shares; 2026Q2: 25,164 shares 25,164 $16M 0.53% -8,722 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 77,932 shares; 2026Q1: 169,139 shares; 2026Q2: 157,251 shares 157,251 $15.8M 0.52% -11,888 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: 51,700 shares; 2024Q4: 76,300 shares; 2025Q1: 87,600 shares; 2025Q2: 85,700 shares; 2025Q3: 85,700 shares; 2025Q4: 36,300 shares; 2026Q1: not reported; 2026Q2: 21,733 shares 21,733 $15.7M 0.52% new 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: 48,000 shares; 2024Q4: 47,600 shares; 2025Q1: 47,600 shares; 2025Q2: 49,900 shares; 2025Q3: 48,900 shares; 2025Q4: 29,500 shares; 2026Q1: 91,942 shares; 2026Q2: 91,942 shares 91,942 $15.4M 0.51% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 14,170 shares; 2026Q1: 22,787 shares; 2026Q2: 28,295 shares 28,295 $14.9M 0.49% +5,508 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 88,800 shares; 2026Q1: 98,970 shares; 2026Q2: 79,898 shares 79,898 $14.7M 0.49% -19,072 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 22,264 shares; 2026Q1: 69,034 shares; 2026Q2: 63,877 shares 63,877 $14.7M 0.48% -5,157 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,100 shares; 2024Q4: 19,100 shares; 2025Q1: 13,000 shares; 2025Q2: 12,700 shares; 2025Q3: 12,200 shares; 2025Q4: not reported; 2026Q1: 78,438 shares; 2026Q2: 65,647 shares 65,647 $14.5M 0.48% -12,791 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,024 shares; 2026Q1: 202,024 shares; 2026Q2: 165,520 shares 165,520 $14.4M 0.47% -36,504 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: 90,200 shares; 2024Q4: 88,000 shares; 2025Q1: 99,000 shares; 2025Q2: 133,100 shares; 2025Q3: 133,100 shares; 2025Q4: 133,100 shares; 2026Q1: 93,903 shares; 2026Q2: 93,903 shares 93,903 $13.8M 0.45% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,900 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 27,000 shares; 2025Q3: 26,600 shares; 2025Q4: 26,600 shares; 2026Q1: 41,093 shares; 2026Q2: 34,721 shares 34,721 $13.4M 0.44% -6,372 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 5,300 shares; 2025Q3: 4,600 shares; 2025Q4: 13,822 shares; 2026Q1: 9,657 shares; 2026Q2: 9,657 shares 9,657 $12.9M 0.42% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 15,829 shares; 2026Q1: 105,970 shares; 2026Q2: 76,663 shares 76,663 $12.8M 0.42% -29,307 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: 157,000 shares; 2024Q4: 181,000 shares; 2025Q1: 181,000 shares; 2025Q2: 158,500 shares; 2025Q3: 157,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,095 shares 105,095 $12.3M 0.41% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,403 shares; 2024Q4: 50,703 shares; 2025Q1: 43,103 shares; 2025Q2: 67,003 shares; 2025Q3: 65,703 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,599 shares 29,599 $12.3M 0.41% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 36,600 shares; 2025Q3: 36,100 shares; 2025Q4: 10,700 shares; 2026Q1: not reported; 2026Q2: 24,760 shares 24,760 $12.3M 0.41% new Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 226,610 shares; 2026Q1: 226,610 shares; 2026Q2: 294,005 shares 294,005 $12.3M 0.4% +67,395 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 31,580 shares; 2026Q1: 67,520 shares; 2026Q2: 106,449 shares 106,449 $12.2M 0.4% +38,929 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: 44,000 shares; 2024Q4: 44,400 shares; 2025Q1: 44,400 shares; 2025Q2: 84,600 shares; 2025Q3: 84,600 shares; 2025Q4: 84,600 shares; 2026Q1: 84,600 shares; 2026Q2: 84,600 shares 84,600 $12.1M 0.4% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,742 shares; 2026Q1: 59,607 shares; 2026Q2: 59,607 shares 59,607 $12M 0.4% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 120,820 shares; 2026Q1: 128,679 shares; 2026Q2: 120,740 shares 120,740 $12M 0.39% -7,939 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 11,694 shares; 2026Q1: 18,618 shares; 2026Q2: 23,028 shares 23,028 $11.9M 0.39% +4,410 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 6,200 shares; 2025Q3: not reported; 2025Q4: 53,062 shares; 2026Q1: 53,062 shares; 2026Q2: 53,062 shares 53,062 $11.5M 0.38% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,535 shares; 2026Q1: 118,535 shares; 2026Q2: 118,535 shares 118,535 $10.9M 0.36% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,692 shares; 2026Q1: 11,907 shares; 2026Q2: 7,864 shares 7,864 $10.9M 0.36% -4,043 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 1,280 shares; 2026Q1: 6,990 shares; 2026Q2: 6,331 shares 6,331 $10.7M 0.35% -659 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,900 shares; 2025Q3: 33,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,685 shares 76,685 $10.7M 0.35% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 47,208 shares 47,208 $10M 0.33% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,372 shares; 2026Q1: 43,760 shares; 2026Q2: 20,481 shares 20,481 $9.78M 0.32% -23,279 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 14,600 shares; 2026Q1: 9,811 shares; 2026Q2: 8,124 shares 8,124 $9.71M 0.32% -1,687 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 29,651 shares; 2026Q1: 44,566 shares; 2026Q2: 32,410 shares 32,410 $9.56M 0.31% -12,156 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS 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: 37,715 shares; 2026Q1: 92,395 shares; 2026Q2: 92,395 shares 92,395 $9.21M 0.3% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 7,305 shares; 2026Q1: 38,226 shares; 2026Q2: 24,655 shares 24,655 $9.18M 0.3% -13,571 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,600 shares; 2024Q4: 23,800 shares; 2025Q1: 23,800 shares; 2025Q2: 37,600 shares; 2025Q3: 27,100 shares; 2025Q4: 32,400 shares; 2026Q1: not reported; 2026Q2: 22,840 shares 22,840 $9.07M 0.3% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 35,536 shares 35,536 $9.04M 0.3% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 8,728 shares; 2026Q1: 19,323 shares; 2026Q2: 19,323 shares 19,323 $8.87M 0.29% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,286 shares 89,286 $8.67M 0.29% new 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 13,100 shares; 2025Q2: 13,100 shares; 2025Q3: 13,100 shares; 2025Q4: 140,600 shares; 2026Q1: 130,777 shares; 2026Q2: 63,249 shares 63,249 $8.57M 0.28% -67,528 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: not reported; 2026Q1: 49,975 shares; 2026Q2: 49,975 shares 49,975 $8.5M 0.28% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,116 shares; 2026Q2: 29,707 shares 29,707 $7.19M 0.24% -17,409 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 9,530 shares; 2026Q1: 6,262 shares; 2026Q2: 6,262 shares 6,262 $7.09M 0.23% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,717 shares; 2026Q1: 44,355 shares; 2026Q2: 38,638 shares 38,638 $6.86M 0.23% -5,717 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 13,961 shares 13,961 $6.85M 0.23% new 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: 20,900 shares; 2024Q4: 20,900 shares; 2025Q1: 20,900 shares; 2025Q2: 35,400 shares; 2025Q3: 35,400 shares; 2025Q4: 35,400 shares; 2026Q1: not reported; 2026Q2: 19,992 shares 19,992 $6.81M 0.22% new Timeline WAB WABTEC More: the full row for WABTEC 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: 36,535 shares; 2026Q2: 24,833 shares 24,833 $6.69M 0.22% -11,702 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,303 shares 56,303 $6.57M 0.22% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,541 shares; 2026Q1: 25,604 shares; 2026Q2: 22,334 shares 22,334 $6.53M 0.22% -3,270 Timeline NVR NVR INC More: the full row for NVR 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: 956 shares 956 $6.51M 0.21% new 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: 15,700 shares; 2024Q4: 20,800 shares; 2025Q1: 20,800 shares; 2025Q2: 57,700 shares; 2025Q3: 57,100 shares; 2025Q4: 57,100 shares; 2026Q1: 27,984 shares; 2026Q2: 12,912 shares 12,912 $6.47M 0.21% -15,072 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,605 shares 8,605 $6.2M 0.2% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,309 shares; 2026Q2: 47,965 shares 47,965 $5.52M 0.18% -54,344 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 13,800 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 8,900 shares; 2026Q1: 41,478 shares; 2026Q2: 15,054 shares 15,054 $5.18M 0.17% -26,424 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 16,911 shares 16,911 $4.89M 0.16% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,562 shares; 2026Q2: 37,153 shares 37,153 $4.33M 0.14% -19,409 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 12,955 shares; 2026Q2: 64,775 shares 64,775 $4.26M 0.14% +51,820 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: 29,400 shares; 2024Q4: 29,400 shares; 2025Q1: 29,400 shares; 2025Q2: 39,300 shares; 2025Q3: 38,500 shares; 2025Q4: 38,500 shares; 2026Q1: not reported; 2026Q2: 18,897 shares 18,897 $4.21M 0.14% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 14,371 shares 14,371 $3.86M 0.13% new Timeline