IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 4,135 shares; 2025Q1: 4,123 shares; 2025Q2: 1,701,327 shares; 2025Q3: 2,006,552 shares; 2025Q4: 2,067,533 shares; 2026Q1: 2,121,117 shares; 2026Q2: 2,122,254 shares 2,122,254 $203M 8.28% +1,137 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: 531,606 shares; 2024Q4: 525,657 shares; 2025Q1: 472,365 shares; 2025Q2: 474,914 shares; 2025Q3: 449,877 shares; 2025Q4: 376,668 shares; 2026Q1: 362,452 shares; 2026Q2: 332,294 shares 332,294 $117M 4.8% -30,158 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: 479,750 shares; 2024Q4: 451,710 shares; 2025Q1: 416,047 shares; 2025Q2: 437,086 shares; 2025Q3: 435,893 shares; 2025Q4: 435,958 shares; 2026Q1: 464,063 shares; 2026Q2: 447,774 shares 447,774 $107M 4.36% -16,289 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: 385,649 shares; 2024Q4: 381,702 shares; 2025Q1: 362,846 shares; 2025Q2: 362,628 shares; 2025Q3: 363,142 shares; 2025Q4: 365,179 shares; 2026Q1: 353,718 shares; 2026Q2: 341,640 shares 341,640 $98.9M 4.04% -12,078 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: 95,994 shares; 2025Q1: 181,032 shares; 2025Q2: 216,669 shares; 2025Q3: 217,094 shares; 2025Q4: 216,638 shares; 2026Q1: 209,443 shares; 2026Q2: 200,103 shares 200,103 $95.6M 3.91% -9,340 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: 215,039 shares; 2024Q4: 213,629 shares; 2025Q1: 215,516 shares; 2025Q2: 217,232 shares; 2025Q3: 215,609 shares; 2025Q4: 214,758 shares; 2026Q1: 249,295 shares; 2026Q2: 242,760 shares 242,760 $90.6M 3.7% -6,535 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 4,488 shares; 2025Q1: 220,275 shares; 2025Q2: 222,191 shares; 2025Q3: 300,018 shares; 2025Q4: 303,681 shares; 2026Q1: 339,293 shares; 2026Q2: 388,989 shares 388,989 $77.8M 3.18% +49,696 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 70,390 shares; 2025Q4: 272,421 shares; 2026Q1: 293,504 shares; 2026Q2: 284,109 shares 284,109 $55.1M 2.25% -9,395 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 30,537 shares; 2025Q2: 39,761 shares; 2025Q3: 39,997 shares; 2025Q4: 80,341 shares; 2026Q1: 84,793 shares; 2026Q2: 89,113 shares 89,113 $50.2M 2.05% +4,320 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: 99,229 shares; 2024Q4: 136,086 shares; 2025Q1: 140,055 shares; 2025Q2: 140,980 shares; 2025Q3: 141,818 shares; 2025Q4: 144,899 shares; 2026Q1: 101,965 shares; 2026Q2: 128,579 shares 128,579 $48.6M 1.99% +26,614 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: 52,410 shares; 2024Q4: 53,474 shares; 2025Q1: 81,606 shares; 2025Q2: 82,922 shares; 2025Q3: 83,578 shares; 2025Q4: 83,066 shares; 2026Q1: 82,133 shares; 2026Q2: 113,066 shares 113,066 $48.2M 1.97% +30,933 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,998 shares; 2024Q4: 435,085 shares; 2025Q1: 447,928 shares; 2025Q2: 448,905 shares; 2025Q3: 437,645 shares; 2025Q4: 431,816 shares; 2026Q1: 317,539 shares; 2026Q2: 300,617 shares 300,617 $42.1M 1.72% -16,922 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,891 shares; 2024Q4: 128,047 shares; 2025Q1: 127,332 shares; 2025Q2: 132,299 shares; 2025Q3: 139,778 shares; 2025Q4: 146,589 shares; 2026Q1: 153,518 shares; 2026Q2: 156,341 shares 156,341 $39M 1.59% +2,823 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,745 shares; 2024Q4: 384,041 shares; 2025Q1: 433,307 shares; 2025Q2: 438,774 shares; 2025Q3: 439,147 shares; 2025Q4: 436,252 shares; 2026Q1: 425,434 shares; 2026Q2: 414,833 shares 414,833 $38.5M 1.57% -10,601 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,271 shares; 2024Q4: 158,912 shares; 2025Q1: 158,770 shares; 2025Q2: 159,630 shares; 2025Q3: 160,103 shares; 2025Q4: 159,467 shares; 2026Q1: 137,008 shares; 2026Q2: 132,898 shares 132,898 $37.2M 1.52% -4,110 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,423,468 shares; 2024Q4: 3,327,270 shares; 2025Q1: 3,428,281 shares; 2025Q2: 3,813,681 shares; 2025Q3: 4,295,811 shares; 2025Q4: 4,298,275 shares; 2026Q1: 4,023,889 shares; 2026Q2: 3,371,067 shares 3,371,067 $36.7M 1.5% -652,822 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: 85,371 shares; 2024Q4: 86,830 shares; 2025Q1: 89,395 shares; 2025Q2: 89,327 shares; 2025Q3: 90,112 shares; 2025Q4: 90,382 shares; 2026Q1: 87,255 shares; 2026Q2: 102,129 shares 102,129 $35M 1.43% +14,874 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: 404,876 shares; 2024Q4: 401,699 shares; 2025Q1: 381,308 shares; 2025Q2: 377,906 shares; 2025Q3: 367,060 shares; 2025Q4: 354,154 shares; 2026Q1: 324,766 shares; 2026Q2: 296,446 shares 296,446 $34.8M 1.42% -28,320 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: 97,996 shares; 2024Q4: 90,341 shares; 2025Q1: 90,401 shares; 2025Q2: 91,581 shares; 2025Q3: 90,400 shares; 2025Q4: 89,607 shares; 2026Q1: 85,428 shares; 2026Q2: 83,377 shares 83,377 $33.1M 1.35% -2,051 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: 300,665 shares; 2025Q1: 296,875 shares; 2025Q2: 299,571 shares; 2025Q3: 207,190 shares; 2025Q4: 208,408 shares; 2026Q1: 200,192 shares; 2026Q2: 188,476 shares 188,476 $32M 1.31% -11,716 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: 376,980 shares; 2024Q4: 373,680 shares; 2025Q1: 368,581 shares; 2025Q2: 364,458 shares; 2025Q3: 273,867 shares; 2025Q4: 269,480 shares; 2026Q1: 253,910 shares; 2026Q2: 163,898 shares 163,898 $31.1M 1.27% -90,012 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,858 shares; 2024Q4: 203,831 shares; 2025Q1: 191,947 shares; 2025Q2: 197,975 shares; 2025Q3: 223,608 shares; 2025Q4: 234,544 shares; 2026Q1: 248,620 shares; 2026Q2: 251,532 shares 251,532 $28.7M 1.17% +2,912 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: 410,821 shares; 2024Q4: 362,022 shares; 2025Q1: 373,039 shares; 2025Q2: 375,859 shares; 2025Q3: 376,002 shares; 2025Q4: 374,250 shares; 2026Q1: 363,700 shares; 2026Q2: 348,684 shares 348,684 $27.3M 1.11% -15,016 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,518 shares; 2026Q2: 78,979 shares 78,979 $26.9M 1.1% -27,539 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,287 shares; 2024Q4: 53,846 shares; 2025Q1: 65,196 shares; 2025Q2: 66,080 shares; 2025Q3: 66,719 shares; 2025Q4: 61,964 shares; 2026Q1: 99,869 shares; 2026Q2: 95,348 shares 95,348 $26.3M 1.07% -4,521 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: 220,354 shares; 2024Q4: 161,371 shares; 2025Q1: 198,833 shares; 2025Q2: 256,566 shares; 2025Q3: 255,001 shares; 2025Q4: 250,941 shares; 2026Q1: 246,079 shares; 2026Q2: 244,542 shares 244,542 $25.3M 1.03% -1,537 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,572 shares; 2024Q4: 157,111 shares; 2025Q1: 161,089 shares; 2025Q2: 161,435 shares; 2025Q3: 163,918 shares; 2025Q4: 156,964 shares; 2026Q1: 158,880 shares; 2026Q2: 218,944 shares 218,944 $25.1M 1.02% +60,064 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: 49,700 shares; 2024Q4: 50,489 shares; 2025Q1: 51,559 shares; 2025Q2: 51,714 shares; 2025Q3: 33,441 shares; 2025Q4: 33,654 shares; 2026Q1: 32,327 shares; 2026Q2: 24,653 shares 24,653 $24.9M 1.02% -7,674 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: 102,334 shares; 2024Q4: 101,897 shares; 2025Q1: 84,890 shares; 2025Q2: 85,657 shares; 2025Q3: 86,597 shares; 2025Q4: 84,513 shares; 2026Q1: 83,945 shares; 2026Q2: 112,873 shares 112,873 $24.7M 1.01% +28,928 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: 650,539 shares; 2024Q4: 552,797 shares; 2025Q1: 551,080 shares; 2025Q2: 279,751 shares; 2025Q3: 280,996 shares; 2025Q4: 282,167 shares; 2026Q1: 224,876 shares; 2026Q2: 214,078 shares 214,078 $24.2M 0.99% -10,798 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: 48,530 shares; 2024Q4: 61,161 shares; 2025Q1: 62,883 shares; 2025Q2: 63,689 shares; 2025Q3: 62,421 shares; 2025Q4: 64,227 shares; 2026Q1: 51,222 shares; 2026Q2: 48,710 shares 48,710 $24.2M 0.99% -2,512 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q1: not reported; 2026Q2: 152,374 shares 152,374 $23M 0.94% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,218 shares; 2024Q4: 86,257 shares; 2025Q1: 87,487 shares; 2025Q2: 88,478 shares; 2025Q3: 87,546 shares; 2025Q4: 103,910 shares; 2026Q1: 102,657 shares; 2026Q2: 102,283 shares 102,283 $22.1M 0.91% -374 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 2,850 shares; 2025Q1: 66,878 shares; 2025Q2: 121,052 shares; 2025Q3: 120,421 shares; 2025Q4: 120,171 shares; 2026Q1: 142,297 shares; 2026Q2: 119,319 shares 119,319 $22M 0.9% -22,978 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 447,800 shares; 2026Q1: 607,047 shares; 2026Q2: 731,491 shares 731,491 $21.9M 0.89% +124,444 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: 434,040 shares; 2024Q4: 431,739 shares; 2025Q1: 401,382 shares; 2025Q2: 405,268 shares; 2025Q3: 401,546 shares; 2025Q4: 395,519 shares; 2026Q1: 386,768 shares; 2026Q2: 383,246 shares 383,246 $21.8M 0.89% -3,522 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: 262,534 shares; 2024Q4: 259,327 shares; 2025Q1: 244,208 shares; 2025Q2: 247,078 shares; 2025Q3: 244,491 shares; 2025Q4: 240,830 shares; 2026Q1: 235,934 shares; 2026Q2: 234,899 shares 234,899 $21.7M 0.89% -1,035 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: 62,831 shares; 2024Q4: 64,369 shares; 2025Q1: 65,956 shares; 2025Q2: 66,612 shares; 2025Q3: 67,255 shares; 2025Q4: 63,768 shares; 2026Q1: 64,932 shares; 2026Q2: 61,101 shares 61,101 $21.5M 0.88% -3,831 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,683 shares; 2024Q4: 437,314 shares; 2025Q1: 448,005 shares; 2025Q2: 452,753 shares; 2025Q3: 456,503 shares; 2025Q4: 457,883 shares; 2026Q1: 439,622 shares; 2026Q2: 415,251 shares 415,251 $21.4M 0.88% -24,371 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: 246,247 shares; 2024Q4: 220,726 shares; 2025Q1: 214,851 shares; 2025Q2: 215,495 shares; 2025Q3: 140,583 shares; 2025Q4: 136,334 shares; 2026Q1: 133,618 shares; 2026Q2: 125,820 shares 125,820 $20.9M 0.85% -7,798 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: 302,980 shares; 2024Q4: 345,603 shares; 2025Q1: 346,865 shares; 2025Q2: 361,298 shares; 2025Q3: 361,914 shares; 2025Q4: 371,923 shares; 2026Q1: 391,387 shares; 2026Q2: 411,742 shares 411,742 $20.8M 0.85% +20,355 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: 166,414 shares; 2024Q4: 161,716 shares; 2025Q1: 98,758 shares; 2025Q2: 96,597 shares; 2025Q3: 95,868 shares; 2025Q4: 116,725 shares; 2026Q1: 115,594 shares; 2026Q2: 114,953 shares 114,953 $20.8M 0.85% -641 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,672 shares; 2024Q4: 165,495 shares; 2025Q1: 170,183 shares; 2025Q2: 172,238 shares; 2025Q3: 174,137 shares; 2025Q4: 162,250 shares; 2026Q1: 167,294 shares; 2026Q2: 159,172 shares 159,172 $20.6M 0.84% -8,122 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: 115,341 shares; 2026Q2: 108,676 shares 108,676 $20.6M 0.84% -6,665 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,347 shares; 2024Q4: 334,220 shares; 2025Q1: 246,853 shares; 2025Q2: 250,008 shares; 2025Q3: 251,940 shares; 2025Q4: 252,082 shares; 2026Q1: 243,812 shares; 2026Q2: 230,036 shares 230,036 $19.5M 0.8% -13,776 Timeline ITM 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: 311,952 shares; 2024Q4: 335,364 shares; 2025Q1: 349,662 shares; 2025Q2: 350,047 shares; 2025Q3: 369,734 shares; 2025Q4: 386,572 shares; 2026Q1: 404,367 shares; 2026Q2: 410,872 shares 410,872 $19.3M 0.79% +6,505 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,886 shares; 2026Q2: 38,437 shares 38,437 $19.3M 0.79% -1,449 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,732 shares; 2024Q4: 173,540 shares; 2025Q1: 177,066 shares; 2025Q2: 179,159 shares; 2025Q3: 287,918 shares; 2025Q4: 288,568 shares; 2026Q1: 295,674 shares; 2026Q2: 262,612 shares 262,612 $18.8M 0.77% -33,062 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,832 shares; 2024Q4: 394,656 shares; 2025Q1: 402,384 shares; 2025Q2: 407,082 shares; 2025Q3: 403,846 shares; 2025Q4: 481,538 shares; 2026Q1: 480,242 shares; 2026Q2: 478,878 shares 478,878 $18.5M 0.75% -1,364 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,319 shares; 2024Q4: 422,320 shares; 2025Q1: 434,718 shares; 2025Q2: 440,047 shares; 2025Q3: 446,181 shares; 2025Q4: 414,070 shares; 2026Q1: 439,026 shares; 2026Q2: 417,440 shares 417,440 $18.3M 0.75% -21,586 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: 38,020 shares; 2024Q4: 38,635 shares; 2025Q1: 32,015 shares; 2025Q2: 27,223 shares; 2025Q3: 27,298 shares; 2025Q4: 272,674 shares; 2026Q1: 263,912 shares; 2026Q2: 249,653 shares 249,653 $17.8M 0.73% -14,259 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,572 shares; 2024Q4: 283,937 shares; 2025Q1: 277,574 shares; 2025Q2: 280,520 shares; 2025Q3: 278,223 shares; 2025Q4: 277,182 shares; 2026Q1: 274,864 shares; 2026Q2: 275,086 shares 275,086 $17.8M 0.73% +222 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,329 shares; 2024Q4: 377,845 shares; 2025Q1: 391,168 shares; 2025Q2: 395,160 shares; 2025Q3: 398,703 shares; 2025Q4: 402,520 shares; 2026Q1: 387,723 shares; 2026Q2: 366,488 shares 366,488 $17.1M 0.7% -21,235 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,959 shares; 2024Q4: 267,110 shares; 2025Q1: 255,513 shares; 2025Q2: 256,470 shares; 2025Q3: 249,898 shares; 2025Q4: 243,309 shares; 2026Q1: 241,074 shares; 2026Q2: 331,617 shares 331,617 $17M 0.69% +90,543 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,002 shares 49,002 $16.8M 0.69% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969,386 shares; 2024Q4: 896,866 shares; 2025Q1: 905,889 shares; 2025Q2: 914,003 shares; 2025Q3: 904,101 shares; 2025Q4: 680,867 shares; 2026Q1: 670,447 shares; 2026Q2: 668,594 shares 668,594 $16.5M 0.67% -1,853 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 188,472 shares; 2026Q2: 188,197 shares 188,197 $16.3M 0.67% -275 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,753 shares; 2024Q4: 86,997 shares; 2025Q1: 91,421 shares; 2025Q2: 121,073 shares; 2025Q3: 114,161 shares; 2025Q4: 116,883 shares; 2026Q1: 123,417 shares; 2026Q2: 115,584 shares 115,584 $16.1M 0.66% -7,833 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,537 shares; 2024Q4: 291,321 shares; 2025Q1: 300,366 shares; 2025Q2: 290,861 shares; 2025Q3: 303,353 shares; 2025Q4: 299,514 shares; 2026Q1: 293,103 shares; 2026Q2: 277,201 shares 277,201 $16M 0.65% -15,902 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: 121,395 shares; 2024Q4: 122,926 shares; 2025Q1: 98,696 shares; 2025Q2: 99,839 shares; 2025Q3: 100,658 shares; 2025Q4: 97,223 shares; 2026Q1: 97,193 shares; 2026Q2: 91,832 shares 91,832 $15.4M 0.63% -5,361 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,281 shares; 2025Q2: 70,387 shares; 2025Q3: 70,698 shares; 2025Q4: 67,964 shares; 2026Q1: 69,123 shares; 2026Q2: 68,609 shares 68,609 $15.1M 0.62% -514 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: 65,609 shares; 2024Q4: 91,468 shares; 2025Q1: 92,936 shares; 2025Q2: 93,928 shares; 2025Q3: 93,112 shares; 2025Q4: 120,838 shares; 2026Q1: 119,361 shares; 2026Q2: 118,842 shares 118,842 $14.6M 0.6% -519 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,348 shares; 2024Q4: 8,028 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299,582 shares; 2026Q2: 283,016 shares 283,016 $14.6M 0.6% -16,566 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: 450,948 shares; 2024Q4: 350,604 shares; 2025Q1: 410,519 shares; 2025Q2: 596,252 shares; 2025Q3: 592,531 shares; 2025Q4: 557,807 shares; 2026Q1: 578,456 shares; 2026Q2: 570,345 shares 570,345 $13.7M 0.56% -8,111 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: 361,573 shares; 2024Q4: 337,029 shares; 2025Q1: 333,207 shares; 2025Q2: 457,691 shares; 2025Q3: 452,318 shares; 2025Q4: 498,197 shares; 2026Q1: 546,879 shares; 2026Q2: 546,533 shares 546,533 $13.4M 0.55% -346 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,390 shares; 2025Q4: 184,355 shares; 2026Q1: 251,123 shares; 2026Q2: 250,007 shares 250,007 $13.3M 0.54% -1,116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,286 shares; 2025Q3: 19,785 shares; 2025Q4: 23,025 shares; 2026Q1: 24,798 shares; 2026Q2: 24,822 shares 24,822 $12.9M 0.53% +24 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: 81,993 shares; 2024Q4: 83,139 shares; 2025Q1: 85,188 shares; 2025Q2: 83,695 shares; 2025Q3: 87,189 shares; 2025Q4: 85,119 shares; 2026Q1: 86,883 shares; 2026Q2: 79,958 shares 79,958 $12.5M 0.51% -6,925 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: 53,764 shares 53,764 $12M 0.49% 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: 53,381 shares 53,381 $11.8M 0.48% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,526 shares; 2024Q4: 206,653 shares; 2025Q1: 212,118 shares; 2025Q2: 206,806 shares; 2025Q3: 215,554 shares; 2025Q4: 203,852 shares; 2026Q1: 209,434 shares; 2026Q2: 199,390 shares 199,390 $11.6M 0.48% -10,044 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: 145,670 shares; 2024Q4: 131,728 shares; 2025Q1: 121,521 shares; 2025Q2: 120,349 shares; 2025Q3: 133,335 shares; 2025Q4: 135,539 shares; 2026Q1: 140,115 shares; 2026Q2: 151,090 shares 151,090 $11.5M 0.47% +10,975 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,326 shares; 2024Q4: 295,524 shares; 2025Q1: 304,256 shares; 2025Q2: 305,835 shares; 2025Q3: 309,140 shares; 2025Q4: 312,403 shares; 2026Q1: 302,048 shares; 2026Q2: 282,839 shares 282,839 $10.9M 0.44% -19,209 Timeline IFNNY INFINEON TECHNOLOGIES-ADR More: the full row for INFINEON TECHNOLOGIES-ADR 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: 114,123 shares 114,123 $10.7M 0.44% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,246 shares; 2024Q4: 158,729 shares; 2025Q1: 169,057 shares; 2025Q2: 194,877 shares; 2025Q3: 252,181 shares; 2025Q4: 201,509 shares; 2026Q1: 216,831 shares; 2026Q2: 209,448 shares 209,448 $10.7M 0.44% -7,383 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,387 shares; 2024Q4: 41,940 shares; 2025Q1: 42,987 shares; 2025Q2: 43,399 shares; 2025Q3: 43,627 shares; 2025Q4: 43,529 shares; 2026Q1: 41,730 shares; 2026Q2: 37,855 shares 37,855 $9.88M 0.4% -3,875 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,677 shares; 2024Q4: 57,171 shares; 2025Q1: 57,090 shares; 2025Q2: 57,759 shares; 2025Q3: 57,585 shares; 2025Q4: 57,805 shares; 2026Q1: 57,022 shares; 2026Q2: 55,568 shares 55,568 $9.77M 0.4% -1,454 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,609 shares; 2024Q4: 48,281 shares; 2025Q1: 50,816 shares; 2025Q2: 50,605 shares; 2025Q3: 50,196 shares; 2025Q4: 50,277 shares; 2026Q1: 50,274 shares; 2026Q2: 49,458 shares 49,458 $8.12M 0.33% -816 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,824 shares; 2026Q2: 111,868 shares 111,868 $8.04M 0.33% +58,044 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,895 shares; 2025Q3: 296,775 shares; 2025Q4: 300,633 shares; 2026Q1: 741,961 shares; 2026Q2: 610,859 shares 610,859 $7.9M 0.32% -131,102 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION 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: 81,025 shares; 2026Q2: 75,621 shares 75,621 $6.9M 0.28% -5,404 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: 163,529 shares; 2024Q4: 163,699 shares; 2025Q1: 166,243 shares; 2025Q2: 28,047 shares; 2025Q3: 21,976 shares; 2025Q4: 21,152 shares; 2026Q1: 20,910 shares; 2026Q2: 20,105 shares 20,105 $6.09M 0.25% -805 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,731 shares; 2024Q4: 49,428 shares; 2025Q1: 56,625 shares; 2025Q2: 55,502 shares; 2025Q3: 52,707 shares; 2025Q4: 49,865 shares; 2026Q1: 49,160 shares; 2026Q2: 48,395 shares 48,395 $5.21M 0.21% -765 Timeline SHM 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: 76,879 shares; 2024Q4: 76,928 shares; 2025Q1: 71,942 shares; 2025Q2: 63,789 shares; 2025Q3: 61,025 shares; 2025Q4: 41,339 shares; 2026Q1: 47,358 shares; 2026Q2: 43,357 shares 43,357 $2.08M 0.09% -4,001 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: 4,410 shares; 2024Q4: 4,750 shares; 2025Q1: 4,618 shares; 2025Q2: 4,698 shares; 2025Q3: 4,920 shares; 2025Q4: 5,267 shares; 2026Q1: 5,322 shares; 2026Q2: 5,096 shares 5,096 $1.82M 0.07% -226 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: 124,066 shares; 2024Q4: 119,311 shares; 2025Q1: 115,446 shares; 2025Q2: 6,417 shares; 2025Q3: 6,099 shares; 2025Q4: 6,026 shares; 2026Q1: 6,831 shares; 2026Q2: 6,977 shares 6,977 $1.77M 0.07% +146 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: 3,818 shares; 2024Q4: 3,818 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,582 shares; 2026Q1: 4,052 shares; 2026Q2: 4,052 shares 4,052 $1.5M 0.06% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,100 shares; 2024Q4: 11,669 shares; 2025Q1: 15,028 shares; 2025Q2: 21,585 shares; 2025Q3: 23,653 shares; 2025Q4: 23,437 shares; 2026Q1: 23,168 shares; 2026Q2: 25,689 shares 25,689 $1.48M 0.06% +2,521 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: 1,270 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,429 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $1.48M 0.06% 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: 4,303 shares; 2024Q4: 4,434 shares; 2025Q1: 4,006 shares; 2025Q2: 4,093 shares; 2025Q3: 4,093 shares; 2025Q4: 4,152 shares; 2026Q1: 4,228 shares; 2026Q2: 4,058 shares 4,058 $1.33M 0.05% -170 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: 735 shares; 2024Q4: 768 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 887 shares; 2025Q4: 1,055 shares; 2026Q1: 1,252 shares; 2026Q2: 1,260 shares 1,260 $1.18M 0.05% +8 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,647 shares; 2025Q4: 5,283 shares; 2026Q1: 3,246 shares; 2026Q2: 3,061 shares 3,061 $1.01M 0.04% -185 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,025 shares; 2024Q4: 84,127 shares; 2025Q1: 85,914 shares; 2025Q2: 84,065 shares; 2025Q3: 87,558 shares; 2025Q4: 86,555 shares; 2026Q1: 74,340 shares; 2026Q2: 2,719 shares 2,719 $851K 0.03% -71,621 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: 2,870 shares; 2024Q4: 2,869 shares; 2025Q1: 2,869 shares; 2025Q2: 2,869 shares; 2025Q3: 2,927 shares; 2025Q4: 3,527 shares; 2026Q1: 3,477 shares; 2026Q2: 3,377 shares 3,377 $850K 0.03% -100 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,155 shares; 2025Q1: 17,155 shares; 2025Q2: 17,719 shares; 2025Q3: 17,719 shares; 2025Q4: 9,747 shares; 2026Q1: 9,747 shares; 2026Q2: 9,747 shares 9,747 $752K 0.03% 0 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: 3,599 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,427 shares; 2026Q1: 3,427 shares; 2026Q2: 3,427 shares 3,427 $716K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,614 shares; 2024Q4: 223,840 shares; 2025Q1: 171,508 shares; 2025Q2: 173,413 shares; 2025Q3: 172,167 shares; 2025Q4: 7,975 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $699K 0.03% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505,675 shares; 2024Q4: 1,520,640 shares; 2025Q1: 1,553,920 shares; 2025Q2: 250,920 shares; 2025Q3: 16,658 shares; 2025Q4: 13,559 shares; 2026Q1: 10,061 shares; 2026Q2: 7,118 shares 7,118 $634K 0.03% -2,943 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 925 shares; 2025Q2: 805 shares; 2025Q3: 851 shares; 2025Q4: 1,417 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $617K 0.03% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,057 shares; 2024Q4: 8,217 shares; 2025Q1: 8,203 shares; 2025Q2: 11,678 shares; 2025Q3: 11,678 shares; 2025Q4: 11,832 shares; 2026Q1: 12,003 shares; 2026Q2: 12,237 shares 12,237 $565K 0.02% +234 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares; 2026Q2: 780 shares 780 $556K 0.02% -32 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,218 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $448K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,212 shares; 2025Q4: 5,212 shares; 2026Q1: 4,152 shares; 2026Q2: 4,777 shares 4,777 $408K 0.02% +625 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,390 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,255 shares; 2026Q2: 1,296 shares 1,296 $408K 0.02% +41 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 924 shares 924 $400K 0.02% -126 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,916 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 2,616 shares; 2026Q2: 2,637 shares 2,637 $391K 0.02% +21 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: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 674 shares; 2026Q1: 566 shares; 2026Q2: 596 shares 596 $378K 0.02% +30 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: 1,470 shares; 2024Q4: 1,678 shares; 2025Q1: 1,088 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $374K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,232 shares; 2025Q2: 3,232 shares; 2025Q3: 3,232 shares; 2025Q4: 3,232 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $357K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 3,900 shares 3,900 $343K 0.01% +3,120 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $329K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares; 2026Q2: 870 shares 870 $320K 0.01% -1,075 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $312K 0.01% 0 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,392 shares; 2024Q4: 139,807 shares; 2025Q1: 144,502 shares; 2025Q2: 145,982 shares; 2025Q3: 146,926 shares; 2025Q4: 145,757 shares; 2026Q1: 52,517 shares; 2026Q2: 1,345 shares 1,345 $294K 0.01% -51,172 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: 2,975 shares; 2024Q4: 3,028 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,278 shares; 2026Q1: 2,978 shares; 2026Q2: 3,084 shares 3,084 $280K 0.01% +106 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $278K 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: 353 shares; 2024Q4: 353 shares; 2025Q1: 434 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 1,285 shares; 2026Q1: 442 shares; 2026Q2: 349 shares 349 $261K 0.01% -93 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: 1,625 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 1,824 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $253K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,793 shares; 2024Q4: 4,558 shares; 2025Q1: 5,203 shares; 2025Q2: 4,941 shares; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares; 2026Q1: 5,071 shares; 2026Q2: 4,406 shares 4,406 $238K 0.01% -665 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: 326 shares; 2024Q4: 308 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: not reported; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $232K 0.01% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 562 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $227K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,687 shares; 2026Q2: 2,579 shares 2,579 $226K 0.01% -108 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares; 2026Q2: 1,601 shares 1,601 $219K 0.01% +388 Timeline