SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,936 shares; 2024Q4: 312,449 shares; 2025Q1: 319,441 shares; 2025Q2: 294,297 shares; 2025Q3: 299,953 shares; 2025Q4: 298,148 shares; 2026Q1: 301,410 shares; 2026Q2: 304,880 shares 304,880 $195M 5.59% +3,470 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 3,501,433 shares; 2025Q4: 3,501,433 shares; 2026Q1: 3,501,433 shares; 2026Q2: 3,501,433 shares 3,501,433 $175M 5% 0 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: 555,463 shares; 2024Q4: 556,872 shares; 2025Q1: 562,224 shares; 2025Q2: 561,790 shares; 2025Q3: 568,554 shares; 2025Q4: 565,368 shares; 2026Q1: 565,829 shares; 2026Q2: 592,203 shares 592,203 $171M 4.9% +26,374 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: 686,007 shares; 2024Q4: 582,753 shares; 2025Q1: 556,764 shares; 2025Q2: 559,536 shares; 2025Q3: 507,659 shares; 2025Q4: 476,954 shares; 2026Q1: 496,766 shares; 2026Q2: 440,150 shares 440,150 $166M 4.76% -56,616 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: 468,612 shares; 2024Q4: 469,736 shares; 2025Q1: 480,632 shares; 2025Q2: 477,487 shares; 2025Q3: 482,231 shares; 2025Q4: 478,637 shares; 2026Q1: 482,055 shares; 2026Q2: 485,608 shares 485,608 $122M 3.5% +3,553 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: 274,500 shares; 2024Q4: 275,970 shares; 2025Q1: 279,631 shares; 2025Q2: 275,091 shares; 2025Q3: 277,263 shares; 2025Q4: 274,842 shares; 2026Q1: 277,341 shares; 2026Q2: 286,452 shares 286,452 $107M 3.06% +9,111 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: 22,806 shares; 2024Q4: 23,282 shares; 2025Q1: 23,608 shares; 2025Q2: 22,767 shares; 2025Q3: 25,374 shares; 2025Q4: 67,908 shares; 2026Q1: 73,963 shares; 2026Q2: 88,678 shares 88,678 $106M 3.04% +14,715 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: 474,933 shares; 2024Q4: 469,751 shares; 2025Q1: 475,778 shares; 2025Q2: 473,231 shares; 2025Q3: 786,883 shares; 2025Q4: 777,961 shares; 2026Q1: 785,160 shares; 2026Q2: 798,673 shares 798,673 $103M 2.94% +13,513 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: 339,481 shares; 2024Q4: 342,024 shares; 2025Q1: 344,604 shares; 2025Q2: 345,465 shares; 2025Q3: 343,510 shares; 2025Q4: 345,590 shares; 2026Q1: 342,320 shares; 2026Q2: 300,144 shares 300,144 $98.2M 2.81% -42,176 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201,671 shares; 2024Q4: 2,239,192 shares; 2025Q1: 2,449,581 shares; 2025Q2: 2,186,562 shares; 2025Q3: 2,087,886 shares; 2025Q4: 2,150,661 shares; 2026Q1: 1,925,899 shares; 2026Q2: 1,708,669 shares 1,708,669 $86.4M 2.47% -217,230 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: 86,105 shares; 2024Q4: 87,190 shares; 2025Q1: 87,990 shares; 2025Q2: 87,517 shares; 2025Q3: 86,942 shares; 2025Q4: 83,927 shares; 2026Q1: 83,273 shares; 2026Q2: 83,221 shares 83,221 $77.9M 2.23% -52 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: 16,796 shares; 2024Q4: 416,947 shares; 2025Q1: 462,038 shares; 2025Q2: 458,190 shares; 2025Q3: 467,246 shares; 2025Q4: 462,510 shares; 2026Q1: 463,707 shares; 2026Q2: 362,259 shares 362,259 $75.7M 2.17% -101,448 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: 309,058 shares; 2024Q4: 318,907 shares; 2025Q1: 329,210 shares; 2025Q2: 339,556 shares; 2025Q3: 381,273 shares; 2025Q4: 379,513 shares; 2026Q1: 384,999 shares; 2026Q2: 393,318 shares 393,318 $74.6M 2.13% +8,319 Timeline XLC 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: 535,220 shares; 2024Q4: 833,355 shares; 2025Q1: 1,002,317 shares; 2025Q2: 1,049,818 shares; 2025Q3: 1,152,645 shares; 2025Q4: 1,140,302 shares; 2026Q1: 1,142,583 shares; 2026Q2: 684,191 shares 684,191 $73.3M 2.1% -458,392 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: not reported; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: not reported; 2025Q3: 581,226 shares; 2025Q4: 580,100 shares; 2026Q1: 587,965 shares; 2026Q2: 494,972 shares 494,972 $69.3M 1.98% -92,993 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,403 shares; 2025Q1: 1,491 shares; 2025Q2: 84,463 shares; 2025Q3: 124,789 shares; 2025Q4: 109,931 shares; 2026Q1: 162,639 shares; 2026Q2: 166,210 shares 166,210 $69.3M 1.98% +3,571 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: 3,910 shares; 2024Q4: 3,915 shares; 2025Q1: 3,915 shares; 2025Q2: 2,061 shares; 2025Q3: 70,200 shares; 2025Q4: 73,383 shares; 2026Q1: 75,080 shares; 2026Q2: 67,621 shares 67,621 $68.4M 1.96% -7,459 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: 194,624 shares; 2024Q4: 195,585 shares; 2025Q1: 196,243 shares; 2025Q2: 196,407 shares; 2025Q3: 196,998 shares; 2025Q4: 192,691 shares; 2026Q1: 192,335 shares; 2026Q2: 192,060 shares 192,060 $67.7M 1.94% -275 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: not reported; 2024Q4: 623,503 shares; 2025Q1: 671,237 shares; 2025Q2: 1,390,362 shares; 2025Q3: 1,480,205 shares; 2025Q4: 1,393,083 shares; 2026Q1: 1,401,992 shares; 2026Q2: 1,405,001 shares 1,405,001 $67.5M 1.93% +3,009 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201 shares; 2024Q4: not reported; 2025Q1: 2,494 shares; 2025Q2: 1,936 shares; 2025Q3: 1,962 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534,439 shares 534,439 $58.7M 1.68% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,179 shares; 2024Q4: 204,435 shares; 2025Q1: 211,177 shares; 2025Q2: 213,531 shares; 2025Q3: 214,641 shares; 2025Q4: 211,078 shares; 2026Q1: 211,239 shares; 2026Q2: 211,809 shares 211,809 $57.3M 1.64% +570 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,276 shares; 2024Q4: 422,634 shares; 2025Q1: 427,866 shares; 2025Q2: 429,657 shares; 2025Q3: 423,197 shares; 2025Q4: 407,131 shares; 2026Q1: 555,849 shares; 2026Q2: 581,263 shares 581,263 $57.2M 1.63% +25,414 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 143,327 shares; 2026Q1: 156,114 shares; 2026Q2: 160,334 shares 160,334 $56.8M 1.62% +4,220 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 904,917 shares 904,917 $56.1M 1.6% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 387,293 shares; 2025Q1: 429,443 shares; 2025Q2: 447,861 shares; 2025Q3: 447,504 shares; 2025Q4: 437,434 shares; 2026Q1: 442,053 shares; 2026Q2: 447,934 shares 447,934 $52.3M 1.5% +5,881 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: 792 shares; 2024Q4: 808 shares; 2025Q1: 570 shares; 2025Q2: 565 shares; 2025Q3: 572 shares; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 90,209 shares 90,209 $46.8M 1.34% +89,799 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,016 shares; 2024Q4: 397,657 shares; 2025Q1: 401,675 shares; 2025Q2: 395,894 shares; 2025Q3: 404,125 shares; 2025Q4: 399,985 shares; 2026Q1: 400,523 shares; 2026Q2: 411,196 shares 411,196 $46.7M 1.34% +10,673 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,561 shares; 2024Q4: 9,424 shares; 2025Q1: 9,767 shares; 2025Q2: 9,987 shares; 2025Q3: 160,818 shares; 2025Q4: 161,495 shares; 2026Q1: 157,859 shares; 2026Q2: 163,449 shares 163,449 $46M 1.31% +5,590 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,225 shares; 2025Q4: 71,473 shares; 2026Q1: 71,252 shares; 2026Q2: 95,802 shares 95,802 $40.8M 1.17% +24,550 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460,226 shares; 2026Q1: 483,726 shares; 2026Q2: 501,050 shares 501,050 $40.2M 1.15% +17,324 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,389 shares; 2024Q4: 10,391 shares; 2025Q1: 10,688 shares; 2025Q2: 6,647 shares; 2025Q3: 6,669 shares; 2025Q4: 137,099 shares; 2026Q1: 138,088 shares; 2026Q2: 137,253 shares 137,253 $38.8M 1.11% -835 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: 23,929 shares; 2024Q4: 24,912 shares; 2025Q1: 25,990 shares; 2025Q2: 25,737 shares; 2025Q3: 21,977 shares; 2025Q4: 16,430 shares; 2026Q1: 197,348 shares; 2026Q2: 196,783 shares 196,783 $33.5M 0.96% -565 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: 250,093 shares; 2024Q4: 250,873 shares; 2025Q1: 255,045 shares; 2025Q2: 202,960 shares; 2025Q3: 198,653 shares; 2025Q4: 194,127 shares; 2026Q1: 194,602 shares; 2026Q2: 199,588 shares 199,588 $33.1M 0.95% +4,986 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,148 shares; 2024Q4: 464,526 shares; 2025Q1: 484,522 shares; 2025Q2: 577,225 shares; 2025Q3: 589,459 shares; 2025Q4: 695,380 shares; 2026Q1: 848,721 shares; 2026Q2: 937,247 shares 937,247 $31.7M 0.91% +88,526 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,866 shares; 2024Q4: 17,613 shares; 2025Q1: 18,436 shares; 2025Q2: 18,930 shares; 2025Q3: 20,735 shares; 2025Q4: 21,091 shares; 2026Q1: 23,620 shares; 2026Q2: 351,817 shares 351,817 $30.6M 0.87% +328,197 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: 7,222 shares; 2024Q4: 9,843 shares; 2025Q1: 8,046 shares; 2025Q2: 5,597 shares; 2025Q3: 5,741 shares; 2025Q4: 5,578 shares; 2026Q1: 5,392 shares; 2026Q2: 34,414 shares 34,414 $25.7M 0.74% +29,022 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: 67,288 shares; 2024Q4: 70,445 shares; 2025Q1: 72,482 shares; 2025Q2: 69,556 shares; 2025Q3: 74,032 shares; 2025Q4: 65,524 shares; 2026Q1: 65,136 shares; 2026Q2: 65,689 shares 65,689 $23.5M 0.67% +553 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: 612,132 shares; 2024Q4: 620,480 shares; 2025Q1: 632,384 shares; 2025Q2: 581,548 shares; 2025Q3: 579,388 shares; 2025Q4: 577,725 shares; 2026Q1: 100,255 shares; 2026Q2: 170,770 shares 170,770 $23.3M 0.67% +70,515 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: 13,082 shares; 2024Q4: 12,512 shares; 2025Q1: 14,318 shares; 2025Q2: 12,872 shares; 2025Q3: 12,215 shares; 2025Q4: 11,848 shares; 2026Q1: 11,766 shares; 2026Q2: 31,284 shares 31,284 $22.3M 0.64% +19,518 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,024 shares; 2024Q4: 606,450 shares; 2025Q1: 572,960 shares; 2025Q2: 504,799 shares; 2025Q3: 449,080 shares; 2025Q4: 426,381 shares; 2026Q1: 412,128 shares; 2026Q2: 382,732 shares 382,732 $19.4M 0.55% -29,396 Timeline JPST 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: 150,716 shares; 2024Q4: 349,008 shares; 2025Q1: 461,493 shares; 2025Q2: 394,616 shares; 2025Q3: 387,873 shares; 2025Q4: 436,286 shares; 2026Q1: 424,174 shares; 2026Q2: 381,370 shares 381,370 $19.3M 0.55% -42,804 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: 69,426 shares; 2024Q4: 71,162 shares; 2025Q1: 73,215 shares; 2025Q2: 72,875 shares; 2025Q3: 79,032 shares; 2025Q4: 81,070 shares; 2026Q1: 83,636 shares; 2026Q2: 80,609 shares 80,609 $19.2M 0.55% -3,027 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: 54,729 shares; 2024Q4: 68,755 shares; 2025Q1: 74,065 shares; 2025Q2: 79,532 shares; 2025Q3: 85,093 shares; 2025Q4: 89,756 shares; 2026Q1: 87,599 shares; 2026Q2: 91,384 shares 91,384 $18.3M 0.52% +3,785 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,359 shares; 2024Q4: 47,883 shares; 2025Q1: 49,206 shares; 2025Q2: 44,130 shares; 2025Q3: 44,008 shares; 2025Q4: 46,521 shares; 2026Q1: 47,733 shares; 2026Q2: 73,531 shares 73,531 $17.4M 0.5% +25,798 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: 38,119 shares; 2024Q4: 37,931 shares; 2025Q1: 38,541 shares; 2025Q2: 36,645 shares; 2025Q3: 42,133 shares; 2025Q4: 44,935 shares; 2026Q1: 46,326 shares; 2026Q2: 47,002 shares 47,002 $16.1M 0.46% +676 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,892 shares; 2024Q4: 52,358 shares; 2025Q1: 61,221 shares; 2025Q2: 68,728 shares; 2025Q3: 125,283 shares; 2025Q4: 146,381 shares; 2026Q1: 147,842 shares; 2026Q2: 149,048 shares 149,048 $14.8M 0.42% +1,206 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: 19,431 shares; 2024Q4: 19,671 shares; 2025Q1: 20,521 shares; 2025Q2: 19,707 shares; 2025Q3: 22,271 shares; 2025Q4: 23,632 shares; 2026Q1: 24,915 shares; 2026Q2: 28,445 shares 28,445 $14.6M 0.42% +3,530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,657 shares; 2026Q2: 12,389 shares 12,389 $14.3M 0.41% -9,268 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,319 shares; 2024Q4: 23,032 shares; 2025Q1: 24,323 shares; 2025Q2: 24,005 shares; 2025Q3: 26,904 shares; 2025Q4: 29,006 shares; 2026Q1: 29,786 shares; 2026Q2: 31,506 shares 31,506 $14.3M 0.41% +1,720 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: 3,395 shares; 2024Q4: 4,070 shares; 2025Q1: 3,684 shares; 2025Q2: 3,432 shares; 2025Q3: 18,425 shares; 2025Q4: 18,098 shares; 2026Q1: 18,796 shares; 2026Q2: 20,019 shares 20,019 $13.7M 0.39% +1,223 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: 16,973 shares; 2024Q4: 17,427 shares; 2025Q1: 19,382 shares; 2025Q2: 21,408 shares; 2025Q3: 28,967 shares; 2025Q4: 31,477 shares; 2026Q1: 26,320 shares; 2026Q2: 28,373 shares 28,373 $13.6M 0.39% +2,053 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,585 shares; 2024Q4: 82,874 shares; 2025Q1: 83,307 shares; 2025Q2: 84,188 shares; 2025Q3: 110,510 shares; 2025Q4: 119,821 shares; 2026Q1: 120,112 shares; 2026Q2: 119,901 shares 119,901 $13.1M 0.37% -211 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 6,207 shares 6,207 $12.3M 0.35% +6,014 Timeline SQS EA SERIES TRUST More: the full row for EA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 408,871 shares 408,871 $11.4M 0.33% new 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: not reported; 2026Q1: 124,896 shares; 2026Q2: 126,088 shares 126,088 $11M 0.31% +1,192 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2026Q2: 31,815 shares 31,815 $10.7M 0.3% new Timeline XLK 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: 11,431 shares; 2024Q4: 12,080 shares; 2025Q1: 11,694 shares; 2025Q2: 14,042 shares; 2025Q3: 41,719 shares; 2025Q4: 70,659 shares; 2026Q1: 62,088 shares; 2026Q2: 55,751 shares 55,751 $10.6M 0.3% -6,337 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: 42,910 shares; 2025Q2: 45,661 shares; 2025Q3: 69,108 shares; 2025Q4: 99,364 shares; 2026Q1: 123,522 shares; 2026Q2: 145,960 shares 145,960 $10.5M 0.3% +22,438 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: 1,394 shares; 2024Q4: 1,478 shares; 2025Q1: 1,606 shares; 2025Q2: 1,623 shares; 2025Q3: 2,678 shares; 2025Q4: 3,907 shares; 2026Q1: 5,090 shares; 2026Q2: 6,155 shares 6,155 $10.4M 0.3% +1,065 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: 5,758 shares; 2024Q4: 5,967 shares; 2025Q1: 6,151 shares; 2025Q2: 6,825 shares; 2025Q3: 9,771 shares; 2025Q4: 13,767 shares; 2026Q1: 15,261 shares; 2026Q2: 18,526 shares 18,526 $10.4M 0.3% +3,265 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: 29,746 shares; 2024Q4: 34,551 shares; 2025Q1: 95,376 shares; 2025Q2: 101,848 shares; 2025Q3: 107,361 shares; 2025Q4: 117,832 shares; 2026Q1: 128,008 shares; 2026Q2: 133,542 shares 133,542 $10.3M 0.29% +5,534 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: 21,962 shares; 2024Q4: 22,980 shares; 2025Q1: 25,383 shares; 2025Q2: 25,498 shares; 2025Q3: 16,488 shares; 2025Q4: 14,614 shares; 2026Q1: 13,225 shares; 2026Q2: 20,573 shares 20,573 $10.3M 0.29% +7,348 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: 8,230 shares; 2025Q2: 10,775 shares; 2025Q3: 14,084 shares; 2025Q4: 14,693 shares; 2026Q1: 20,895 shares; 2026Q2: 18,904 shares 18,904 $9.74M 0.28% -1,991 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: 343,944 shares; 2024Q4: 60,533 shares; 2025Q1: 41,818 shares; 2025Q2: 37,506 shares; 2025Q3: 36,446 shares; 2025Q4: 35,699 shares; 2026Q1: 34,445 shares; 2026Q2: 37,882 shares 37,882 $9.62M 0.28% +3,437 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: 88,078 shares; 2024Q4: 81,547 shares; 2025Q1: 82,928 shares; 2025Q2: 76,093 shares; 2025Q3: 76,801 shares; 2025Q4: 75,888 shares; 2026Q1: 78,774 shares; 2026Q2: 79,855 shares 79,855 $9.38M 0.27% +1,081 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,804 shares; 2024Q4: 257,709 shares; 2025Q1: 241,251 shares; 2025Q2: 250,587 shares; 2025Q3: 249,820 shares; 2025Q4: 250,116 shares; 2026Q1: 280,635 shares; 2026Q2: 294,746 shares 294,746 $9.35M 0.27% +14,111 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: 125,271 shares; 2024Q4: 127,132 shares; 2025Q1: 128,595 shares; 2025Q2: 128,427 shares; 2025Q3: 18,169 shares; 2025Q4: 17,617 shares; 2026Q1: 17,016 shares; 2026Q2: 16,371 shares 16,371 $8.34M 0.24% -645 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: 30,508 shares; 2024Q4: 31,322 shares; 2025Q1: 30,617 shares; 2025Q2: 30,150 shares; 2025Q3: 29,887 shares; 2025Q4: 29,118 shares; 2026Q1: 32,950 shares; 2026Q2: 50,346 shares 50,346 $7.96M 0.23% +17,396 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: 685,721 shares; 2024Q4: 159,007 shares; 2025Q1: 115,259 shares; 2025Q2: 105,899 shares; 2025Q3: 96,342 shares; 2025Q4: 93,997 shares; 2026Q1: 90,908 shares; 2026Q2: 89,801 shares 89,801 $7.88M 0.23% -1,107 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,575 shares; 2024Q4: 138,159 shares; 2025Q1: 149,532 shares; 2025Q2: 162,204 shares; 2025Q3: 168,588 shares; 2025Q4: 192,702 shares; 2026Q1: 220,856 shares; 2026Q2: 253,497 shares 253,497 $7.34M 0.21% +32,641 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,837 shares; 2024Q4: 313,180 shares; 2025Q1: 317,985 shares; 2025Q2: 318,256 shares; 2025Q3: 40,200 shares; 2025Q4: 36,266 shares; 2026Q1: 33,053 shares; 2026Q2: 30,832 shares 30,832 $7.34M 0.21% -2,221 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,303 shares; 2024Q4: 49,760 shares; 2025Q1: 48,726 shares; 2025Q2: 46,573 shares; 2025Q3: 43,016 shares; 2025Q4: 37,108 shares; 2026Q1: 33,656 shares; 2026Q2: 30,775 shares 30,775 $6.89M 0.2% -2,881 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,805 shares; 2025Q1: 52,336 shares; 2025Q2: 8,989 shares; 2025Q3: 8,098 shares; 2025Q4: 7,737 shares; 2026Q1: 7,347 shares; 2026Q2: 7,108 shares 7,108 $6.83M 0.2% -239 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: 13,171 shares; 2024Q4: 13,252 shares; 2025Q1: 13,385 shares; 2025Q2: 13,967 shares; 2025Q3: 13,423 shares; 2025Q4: 13,037 shares; 2026Q1: 12,959 shares; 2026Q2: 77,583 shares 77,583 $6.68M 0.19% +64,624 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,669 shares; 2024Q4: 4,646 shares; 2025Q1: 4,641 shares; 2025Q2: 4,536 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: 4,082 shares; 2026Q2: 6,248 shares 6,248 $6.65M 0.19% +2,166 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,063 shares; 2024Q4: 109,870 shares; 2025Q1: 69,982 shares; 2025Q2: 64,824 shares; 2025Q3: 59,123 shares; 2025Q4: 56,976 shares; 2026Q1: 52,735 shares; 2026Q2: 49,632 shares 49,632 $5.82M 0.17% -3,103 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,168 shares; 2024Q4: 3,174 shares; 2025Q1: 3,138 shares; 2025Q2: 2,843 shares; 2025Q3: 2,802 shares; 2025Q4: 2,190 shares; 2026Q1: 2,184 shares; 2026Q2: 18,627 shares 18,627 $5.6M 0.16% +16,443 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 231,670 shares; 2026Q1: 485,342 shares; 2026Q2: 46,130 shares 46,130 $5.54M 0.16% -439,212 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: 12,978 shares; 2024Q4: 15,583 shares; 2025Q1: 40,648 shares; 2025Q2: 34,586 shares; 2025Q3: 34,732 shares; 2025Q4: 34,811 shares; 2026Q1: 35,888 shares; 2026Q2: 36,629 shares 36,629 $5.43M 0.16% +741 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: 6,548 shares; 2024Q4: 6,715 shares; 2025Q1: 6,858 shares; 2025Q2: 92,751 shares; 2025Q3: 84,582 shares; 2025Q4: 72,171 shares; 2026Q1: 61,661 shares; 2026Q2: 51,509 shares 51,509 $4.74M 0.14% -10,152 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: 324,048 shares; 2024Q4: 324,800 shares; 2025Q1: 327,412 shares; 2025Q2: 332,340 shares; 2025Q3: 337,569 shares; 2025Q4: 21,166 shares; 2026Q1: 15,308 shares; 2026Q2: 15,341 shares 15,341 $4.57M 0.13% +33 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,990 shares; 2024Q4: 62,502 shares; 2025Q1: 73,255 shares; 2025Q2: 95,084 shares; 2025Q3: 73,844 shares; 2025Q4: 73,776 shares; 2026Q1: 79,992 shares; 2026Q2: 89,475 shares 89,475 $4.51M 0.13% +9,483 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: 28,096 shares; 2024Q4: 28,388 shares; 2025Q1: 29,116 shares; 2025Q2: 27,205 shares; 2025Q3: 24,556 shares; 2025Q4: 20,868 shares; 2026Q1: 18,477 shares; 2026Q2: 16,048 shares 16,048 $4.47M 0.13% -2,429 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: 24,630 shares; 2024Q4: 20,576 shares; 2025Q1: 18,501 shares; 2025Q2: 17,649 shares; 2025Q3: 17,061 shares; 2025Q4: 17,067 shares; 2026Q1: 17,907 shares; 2026Q2: 16,262 shares 16,262 $4.24M 0.12% -1,645 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: 11,529 shares; 2024Q4: 10,224 shares; 2025Q1: 10,155 shares; 2025Q2: 10,176 shares; 2025Q3: 11,314 shares; 2025Q4: 10,322 shares; 2026Q1: 10,885 shares; 2026Q2: 11,836 shares 11,836 $4.18M 0.12% +951 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: 36,742 shares; 2024Q4: 59,395 shares; 2025Q1: 61,445 shares; 2025Q2: 58,639 shares; 2025Q3: 59,222 shares; 2025Q4: 61,122 shares; 2026Q1: 65,027 shares; 2026Q2: 71,766 shares 71,766 $4.14M 0.12% +6,739 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,154 shares; 2024Q4: 26,143 shares; 2025Q1: 24,307 shares; 2025Q2: 22,307 shares; 2025Q3: 21,952 shares; 2025Q4: 21,895 shares; 2026Q1: 21,832 shares; 2026Q2: 21,752 shares 21,752 $4.03M 0.12% -80 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: 3,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,720 shares; 2025Q4: 30,234 shares; 2026Q1: 26,504 shares; 2026Q2: 22,795 shares 22,795 $4.02M 0.11% -3,709 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: 1,234 shares; 2024Q4: 1,496 shares; 2025Q1: 2,822 shares; 2025Q2: 2,765 shares; 2025Q3: 5,073 shares; 2025Q4: 5,398 shares; 2026Q1: 5,191 shares; 2026Q2: 5,092 shares 5,092 $3.81M 0.11% -99 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,404 shares; 2024Q4: 61,412 shares; 2025Q1: 61,033 shares; 2025Q2: 62,188 shares; 2025Q3: 57,498 shares; 2025Q4: 54,177 shares; 2026Q1: 53,463 shares; 2026Q2: 119,999 shares 119,999 $3.66M 0.1% +66,536 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,193 shares; 2024Q4: 14,142 shares; 2025Q1: 12,854 shares; 2025Q2: 12,196 shares; 2025Q3: 11,604 shares; 2025Q4: 11,183 shares; 2026Q1: 10,476 shares; 2026Q2: 11,802 shares 11,802 $3.46M 0.1% +1,326 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 44,147 shares 44,147 $3.31M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,536 shares 4,536 $3.28M 0.09% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,802 shares; 2024Q4: 92,799 shares; 2025Q1: 44,142 shares; 2025Q2: 43,888 shares; 2025Q3: 102,967 shares; 2025Q4: 119,312 shares; 2026Q1: 121,282 shares; 2026Q2: 121,970 shares 121,970 $3.27M 0.09% +688 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: 216,101 shares; 2024Q4: 223,822 shares; 2025Q1: 230,075 shares; 2025Q2: 231,962 shares; 2025Q3: 26,258 shares; 2025Q4: 21,363 shares; 2026Q1: 17,975 shares; 2026Q2: 14,803 shares 14,803 $3.27M 0.09% -3,172 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: 9,496 shares; 2024Q4: 9,388 shares; 2025Q1: 8,712 shares; 2025Q2: 8,513 shares; 2025Q3: 8,452 shares; 2025Q4: 8,438 shares; 2026Q1: 8,320 shares; 2026Q2: 8,641 shares 8,641 $3.13M 0.09% +321 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: 48,216 shares; 2024Q4: 48,665 shares; 2025Q1: 48,800 shares; 2025Q2: 36,569 shares; 2025Q3: 35,577 shares; 2025Q4: 35,906 shares; 2026Q1: 35,453 shares; 2026Q2: 37,294 shares 37,294 $3.03M 0.09% +1,841 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,025 shares; 2024Q4: 50,147 shares; 2025Q1: 50,597 shares; 2025Q2: 68,658 shares; 2025Q3: 84,046 shares; 2025Q4: 79,409 shares; 2026Q1: 89,527 shares; 2026Q2: 107,988 shares 107,988 $2.99M 0.09% +18,461 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,762 shares; 2024Q4: 14,726 shares; 2025Q1: 8,381 shares; 2025Q2: 7,015 shares; 2025Q3: 6,603 shares; 2025Q4: 6,498 shares; 2026Q1: 6,137 shares; 2026Q2: 5,732 shares 5,732 $2.92M 0.08% -405 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: 21,268 shares; 2024Q4: 20,476 shares; 2025Q1: 19,926 shares; 2025Q2: 19,510 shares; 2025Q3: 563,027 shares; 2025Q4: 570,252 shares; 2026Q1: 25,834 shares; 2026Q2: 29,606 shares 29,606 $2.83M 0.08% +3,772 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,331 shares; 2024Q4: 12,665 shares; 2025Q1: 14,478 shares; 2025Q2: 15,020 shares; 2025Q3: 16,380 shares; 2025Q4: 16,893 shares; 2026Q1: 19,019 shares; 2026Q2: 22,810 shares 22,810 $2.77M 0.08% +3,791 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,898 shares; 2024Q4: 13,907 shares; 2025Q1: 18,235 shares; 2025Q2: 15,932 shares; 2025Q3: 17,336 shares; 2025Q4: 17,362 shares; 2026Q1: 19,315 shares; 2026Q2: 21,451 shares 21,451 $2.72M 0.08% +2,136 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR 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: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 28,000 shares 28,000 $2.71M 0.08% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,894 shares; 2024Q4: 28,629 shares; 2025Q1: 30,139 shares; 2025Q2: 30,473 shares; 2025Q3: 33,536 shares; 2025Q4: 35,118 shares; 2026Q1: 38,959 shares; 2026Q2: 49,560 shares 49,560 $2.69M 0.08% +10,601 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: 247,565 shares; 2024Q4: 249,865 shares; 2025Q1: 252,929 shares; 2025Q2: 253,258 shares; 2025Q3: 52,708 shares; 2025Q4: 44,402 shares; 2026Q1: 25,919 shares; 2026Q2: 21,437 shares 21,437 $2.67M 0.08% -4,482 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 6,914 shares; 2025Q1: 1,619 shares; 2025Q2: 1,642 shares; 2025Q3: 1,633 shares; 2025Q4: 1,490 shares; 2026Q1: 1,528 shares; 2026Q2: 3,471 shares 3,471 $2.56M 0.07% +1,943 Timeline VICR VICOR CORP More: the full row for VICOR 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: 6,634 shares 6,634 $2.52M 0.07% new 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: 8,505 shares; 2024Q4: 8,773 shares; 2025Q1: 7,136 shares; 2025Q2: 7,136 shares; 2025Q3: 23,173 shares; 2025Q4: 23,125 shares; 2026Q1: 23,125 shares; 2026Q2: 23,125 shares 23,125 $2.49M 0.07% 0 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: not reported; 2026Q2: 2,560 shares 2,560 $2.47M 0.07% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,442 shares; 2024Q4: 21,117 shares; 2025Q1: 30,700 shares; 2025Q2: 35,953 shares; 2025Q3: 39,306 shares; 2025Q4: 45,369 shares; 2026Q1: 48,579 shares; 2026Q2: 58,091 shares 58,091 $2.46M 0.07% +9,512 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: 7,746 shares; 2024Q4: 7,838 shares; 2025Q1: 7,419 shares; 2025Q2: 7,140 shares; 2025Q3: 7,855 shares; 2025Q4: 8,112 shares; 2026Q1: 9,095 shares; 2026Q2: 9,691 shares 9,691 $2.39M 0.07% +596 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,020 shares; 2024Q4: 11,915 shares; 2025Q1: 12,689 shares; 2025Q2: 13,174 shares; 2025Q3: 14,704 shares; 2025Q4: 15,189 shares; 2026Q1: 17,167 shares; 2026Q2: 18,498 shares 18,498 $2.34M 0.07% +1,331 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: 13,886 shares; 2024Q4: 14,104 shares; 2025Q1: 14,863 shares; 2025Q2: 14,611 shares; 2025Q3: 12,230 shares; 2025Q4: 9,323 shares; 2026Q1: 7,304 shares; 2026Q2: 6,049 shares 6,049 $2.27M 0.06% -1,255 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: 185,043 shares; 2024Q4: 175,011 shares; 2025Q1: 188,070 shares; 2025Q2: 198,408 shares; 2025Q3: 202,258 shares; 2025Q4: 20,311 shares; 2026Q1: 16,938 shares; 2026Q2: 16,480 shares 16,480 $2.23M 0.06% -458 Timeline VYMI 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: 22,094 shares; 2024Q4: 23,443 shares; 2025Q1: 22,652 shares; 2025Q2: 21,635 shares; 2025Q3: 21,180 shares; 2025Q4: 19,994 shares; 2026Q1: 22,254 shares; 2026Q2: 22,506 shares 22,506 $2.21M 0.06% +252 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,521 shares; 2024Q4: 10,198 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,485 shares; 2026Q1: 9,301 shares; 2026Q2: 10,498 shares 10,498 $2.17M 0.06% +1,197 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,759 shares; 2024Q4: 272,867 shares; 2025Q1: 282,715 shares; 2025Q2: 285,678 shares; 2025Q3: 15,631 shares; 2025Q4: 16,010 shares; 2026Q1: 17,951 shares; 2026Q2: 20,165 shares 20,165 $2.17M 0.06% +2,214 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,605 shares; 2024Q4: 12,651 shares; 2025Q1: 13,189 shares; 2025Q2: 12,615 shares; 2025Q3: 10,484 shares; 2025Q4: 7,937 shares; 2026Q1: 6,102 shares; 2026Q2: 4,925 shares 4,925 $2.05M 0.06% -1,177 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,522 shares; 2024Q4: 10,243 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,972 shares; 2025Q4: 9,825 shares; 2026Q1: 9,320 shares; 2026Q2: 9,321 shares 9,321 $1.99M 0.06% +1 Timeline SDY 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: 10,355 shares; 2024Q4: 10,369 shares; 2025Q1: 10,376 shares; 2025Q2: 10,218 shares; 2025Q3: 10,226 shares; 2025Q4: 10,236 shares; 2026Q1: 10,244 shares; 2026Q2: 13,038 shares 13,038 $1.98M 0.06% +2,794 Timeline FDLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,852 shares 28,852 $1.97M 0.06% new Timeline MOAT 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: not reported; 2026Q1: not reported; 2026Q2: 18,908 shares 18,908 $1.97M 0.06% new 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: 12,831 shares; 2024Q4: 12,047 shares; 2025Q1: 12,009 shares; 2025Q2: 9,002 shares; 2025Q3: 7,645 shares; 2025Q4: 7,341 shares; 2026Q1: 7,240 shares; 2026Q2: 12,961 shares 12,961 $1.9M 0.05% +5,721 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 4,794 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,878 shares; 2026Q2: 15,303 shares 15,303 $1.9M 0.05% +11,425 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,515 shares; 2024Q4: 16,762 shares; 2025Q1: 18,185 shares; 2025Q2: 19,003 shares; 2025Q3: 20,411 shares; 2025Q4: 21,963 shares; 2026Q1: 24,921 shares; 2026Q2: 27,693 shares 27,693 $1.89M 0.05% +2,772 Timeline DAN DANA INC More: the full row for DANA 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: 68,382 shares 68,382 $1.86M 0.05% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,641 shares; 2024Q4: 41,887 shares; 2025Q1: 41,887 shares; 2025Q2: 41,887 shares; 2025Q3: 71,792 shares; 2025Q4: 71,792 shares; 2026Q1: 71,792 shares; 2026Q2: 71,792 shares 71,792 $1.85M 0.05% 0 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: 11,958 shares; 2024Q4: 10,847 shares; 2025Q1: 11,605 shares; 2025Q2: 6,724 shares; 2025Q3: 5,924 shares; 2025Q4: 5,698 shares; 2026Q1: 5,391 shares; 2026Q2: 5,406 shares 5,406 $1.85M 0.05% +15 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,254 shares; 2024Q4: 31,510 shares; 2025Q1: 24,786 shares; 2025Q2: 19,332 shares; 2025Q3: 17,968 shares; 2025Q4: 17,105 shares; 2026Q1: 15,978 shares; 2026Q2: 31,145 shares 31,145 $1.75M 0.05% +15,167 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: 603 shares; 2024Q4: 617 shares; 2025Q1: 707 shares; 2025Q2: 606 shares; 2025Q3: 621 shares; 2025Q4: 652 shares; 2026Q1: 648 shares; 2026Q2: 2,731 shares 2,731 $1.73M 0.05% +2,083 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: 17,088 shares; 2024Q4: 16,834 shares; 2025Q1: 17,149 shares; 2025Q2: 16,878 shares; 2025Q3: 16,761 shares; 2025Q4: 13,676 shares; 2026Q1: 14,221 shares; 2026Q2: 14,961 shares 14,961 $1.69M 0.05% +740 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: 25,600 shares; 2024Q4: 24,807 shares; 2025Q1: 23,257 shares; 2025Q2: 21,775 shares; 2025Q3: 21,007 shares; 2025Q4: 19,933 shares; 2026Q1: 18,252 shares; 2026Q2: 18,615 shares 18,615 $1.69M 0.05% +363 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 5,387 shares; 2025Q1: 5,357 shares; 2025Q2: 3,010 shares; 2025Q3: 2,944 shares; 2025Q4: 2,945 shares; 2026Q1: 2,946 shares; 2026Q2: 2,944 shares 2,944 $1.69M 0.05% -2 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,563 shares; 2024Q4: 11,573 shares; 2025Q1: 12,118 shares; 2025Q2: 12,364 shares; 2025Q3: 13,367 shares; 2025Q4: 13,271 shares; 2026Q1: 14,383 shares; 2026Q2: 15,580 shares 15,580 $1.68M 0.05% +1,197 Timeline TGT TARGET CORP More: the full row for TARGET 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: 11,190 shares; 2026Q2: 12,795 shares 12,795 $1.67M 0.05% +1,605 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,835 shares; 2024Q4: 38,835 shares; 2025Q1: 33,375 shares; 2025Q2: 33,375 shares; 2025Q3: 33,375 shares; 2025Q4: 33,375 shares; 2026Q1: 31,900 shares; 2026Q2: 31,900 shares 31,900 $1.63M 0.05% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 24,080 shares; 2026Q1: 24,080 shares; 2026Q2: 24,080 shares 24,080 $1.62M 0.05% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,152 shares; 2024Q4: 287,956 shares; 2025Q1: 297,180 shares; 2025Q2: 302,452 shares; 2025Q3: 13,393 shares; 2025Q4: 10,089 shares; 2026Q1: 10,696 shares; 2026Q2: 10,958 shares 10,958 $1.59M 0.05% +262 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: 5,181 shares; 2024Q4: 5,288 shares; 2025Q1: 5,259 shares; 2025Q2: 5,263 shares; 2025Q3: 4,926 shares; 2025Q4: 4,093 shares; 2026Q1: 4,093 shares; 2026Q2: 11,110 shares 11,110 $1.59M 0.05% +7,017 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,582 shares; 2024Q4: 60,444 shares; 2025Q1: 63,892 shares; 2025Q2: 65,282 shares; 2025Q3: 71,773 shares; 2025Q4: 73,762 shares; 2026Q1: 82,723 shares; 2026Q2: 88,403 shares 88,403 $1.57M 0.04% +5,680 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,860 shares; 2024Q4: 36,246 shares; 2025Q1: 37,679 shares; 2025Q2: 40,005 shares; 2025Q3: 40,597 shares; 2025Q4: 36,601 shares; 2026Q1: 37,868 shares; 2026Q2: 42,859 shares 42,859 $1.55M 0.04% +4,991 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: 56,227 shares; 2024Q4: 52,555 shares; 2025Q1: 51,709 shares; 2025Q2: 36,547 shares; 2025Q3: 34,976 shares; 2025Q4: 32,647 shares; 2026Q1: 31,838 shares; 2026Q2: 32,012 shares 32,012 $1.52M 0.04% +174 Timeline SPYM 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: 11,724 shares; 2025Q4: 11,724 shares; 2026Q1: 9,894 shares; 2026Q2: 16,852 shares 16,852 $1.48M 0.04% +6,958 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: 1,861 shares; 2024Q4: 1,821 shares; 2025Q1: 18,377 shares; 2025Q2: 18,408 shares; 2025Q3: 25,315 shares; 2025Q4: 30,254 shares; 2026Q1: 2,058 shares; 2026Q2: 3,776 shares 3,776 $1.41M 0.04% +1,718 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: 106,885 shares; 2024Q4: 108,821 shares; 2025Q1: 109,960 shares; 2025Q2: 146,160 shares; 2025Q3: 153,730 shares; 2025Q4: 13,964 shares; 2026Q1: 3,094 shares; 2026Q2: 3,204 shares 3,204 $1.33M 0.04% +110 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,623 shares; 2025Q1: 897 shares; 2025Q2: 886 shares; 2025Q3: 826 shares; 2025Q4: 1,400 shares; 2026Q1: 2,348 shares; 2026Q2: 3,583 shares 3,583 $1.33M 0.04% +1,235 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: 21,542 shares; 2024Q4: 18,685 shares; 2025Q1: 16,878 shares; 2025Q2: 16,814 shares; 2025Q3: 13,347 shares; 2025Q4: 11,151 shares; 2026Q1: 10,851 shares; 2026Q2: 12,857 shares 12,857 $1.31M 0.04% +2,006 Timeline XLF 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: 4,653 shares; 2024Q4: 14,069 shares; 2025Q1: 15,309 shares; 2025Q2: 15,324 shares; 2025Q3: 16,417 shares; 2025Q4: 20,161 shares; 2026Q1: 16,709 shares; 2026Q2: 24,465 shares 24,465 $1.31M 0.04% +7,756 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares; 2026Q1: 5,470 shares; 2026Q2: 5,470 shares 5,470 $1.31M 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,462 shares; 2024Q4: 30,096 shares; 2025Q1: 243,136 shares; 2025Q2: 250,574 shares; 2025Q3: 248,908 shares; 2025Q4: 6,958 shares; 2026Q1: 5,718 shares; 2026Q2: 5,819 shares 5,819 $1.3M 0.04% +101 Timeline IVE 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: 3,004 shares; 2025Q2: 3,788 shares; 2025Q3: 4,071 shares; 2025Q4: 4,056 shares; 2026Q1: 3,335 shares; 2026Q2: 5,647 shares 5,647 $1.28M 0.04% +2,312 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: 5,136 shares; 2024Q4: 5,127 shares; 2025Q1: 5,248 shares; 2025Q2: 5,290 shares; 2025Q3: 5,613 shares; 2025Q4: 6,222 shares; 2026Q1: 6,208 shares; 2026Q2: 8,429 shares 8,429 $1.28M 0.04% +2,221 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: 35,284 shares; 2024Q4: 35,694 shares; 2025Q1: 38,772 shares; 2025Q2: 41,656 shares; 2025Q3: 42,309 shares; 2025Q4: 41,768 shares; 2026Q1: 49,305 shares; 2026Q2: 52,832 shares 52,832 $1.27M 0.04% +3,527 Timeline XLI 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: 3,827 shares; 2024Q4: 4,329 shares; 2025Q1: 4,081 shares; 2025Q2: 4,071 shares; 2025Q3: 4,098 shares; 2025Q4: 5,995 shares; 2026Q1: 6,620 shares; 2026Q2: 6,561 shares 6,561 $1.22M 0.03% -59 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares; 2026Q1: 636 shares; 2026Q2: 3,221 shares 3,221 $1.19M 0.03% +2,585 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: 2,692 shares; 2024Q4: 2,670 shares; 2025Q1: 2,546 shares; 2025Q2: 2,276 shares; 2025Q3: 2,141 shares; 2025Q4: 2,063 shares; 2026Q1: 1,956 shares; 2026Q2: 1,999 shares 1,999 $1.16M 0.03% +43 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,272 shares 8,272 $1.16M 0.03% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 26,663 shares; 2025Q1: 9,162 shares; 2025Q2: 9,572 shares; 2025Q3: 17,622 shares; 2025Q4: 17,235 shares; 2026Q1: 21,671 shares; 2026Q2: 31,316 shares 31,316 $1.15M 0.03% +9,645 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 13,317 shares; 2026Q1: 14,795 shares; 2026Q2: 15,668 shares 15,668 $1.14M 0.03% +873 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,370 shares; 2024Q4: 19,428 shares; 2025Q1: 24,818 shares; 2025Q2: 23,272 shares; 2025Q3: 25,106 shares; 2025Q4: 25,810 shares; 2026Q1: 28,574 shares; 2026Q2: 29,846 shares 29,846 $1.14M 0.03% +1,272 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: 892 shares; 2024Q4: 10,086 shares; 2025Q1: 2,261 shares; 2025Q2: 2,610 shares; 2025Q3: 3,225 shares; 2025Q4: 2,327 shares; 2026Q1: 2,465 shares; 2026Q2: 2,556 shares 2,556 $1.08M 0.03% +91 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: 5,730 shares; 2024Q4: 5,508 shares; 2025Q1: 6,108 shares; 2025Q2: 5,708 shares; 2025Q3: 5,974 shares; 2025Q4: 6,021 shares; 2026Q1: 5,280 shares; 2026Q2: 7,752 shares 7,752 $1.06M 0.03% +2,472 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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: 14,102 shares; 2026Q2: 35,082 shares 35,082 $1.03M 0.03% +20,980 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: 14,413 shares; 2024Q4: 16,424 shares; 2025Q1: 31,872 shares; 2025Q2: 33,822 shares; 2025Q3: 34,270 shares; 2025Q4: 34,734 shares; 2026Q1: 39,246 shares; 2026Q2: 49,711 shares 49,711 $1.03M 0.03% +10,465 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: 10,004 shares; 2025Q4: 9,991 shares; 2026Q1: 9,991 shares; 2026Q2: 10,631 shares 10,631 $1.03M 0.03% +640 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,290 shares; 2024Q4: 9,326 shares; 2025Q1: 9,988 shares; 2025Q2: 10,304 shares; 2025Q3: 11,126 shares; 2025Q4: 11,442 shares; 2026Q1: 12,813 shares; 2026Q2: 13,434 shares 13,434 $1.02M 0.03% +621 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: 613 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 867 shares 867 $1.02M 0.03% +302 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 811 shares; 2025Q4: 564 shares; 2026Q1: 423 shares; 2026Q2: 308 shares 308 $984K 0.03% -115 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: 1,281 shares; 2025Q2: 1,235 shares; 2025Q3: 3,249 shares; 2025Q4: 3,235 shares; 2026Q1: 3,038 shares; 2026Q2: 12,152 shares 12,152 $979K 0.03% +9,114 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,257 shares 10,257 $974K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 991 shares 991 $969K 0.03% new 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: not reported; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 11,404 shares; 2026Q1: 10,992 shares; 2026Q2: 21,212 shares 21,212 $962K 0.03% +10,220 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,018 shares; 2024Q4: 20,018 shares; 2025Q1: 20,018 shares; 2025Q2: 18,693 shares; 2025Q3: 18,693 shares; 2025Q4: 18,693 shares; 2026Q1: 18,693 shares; 2026Q2: 18,693 shares 18,693 $953K 0.03% 0 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: 35,070 shares; 2026Q1: 28,124 shares; 2026Q2: 22,795 shares 22,795 $951K 0.03% -5,329 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,747 shares; 2024Q4: 245,895 shares; 2025Q1: 252,203 shares; 2025Q2: 253,348 shares; 2025Q3: 10,294 shares; 2025Q4: 6,182 shares; 2026Q1: 5,705 shares; 2026Q2: 5,696 shares 5,696 $949K 0.03% -9 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: 212,249 shares; 2024Q4: 212,706 shares; 2025Q1: 13,927 shares; 2025Q2: 5,458 shares; 2025Q3: 4,894 shares; 2025Q4: 4,148 shares; 2026Q1: 3,711 shares; 2026Q2: 3,473 shares 3,473 $945K 0.03% -238 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,961 shares; 2024Q4: 25,487 shares; 2025Q1: 25,478 shares; 2025Q2: 16,069 shares; 2025Q3: 15,976 shares; 2025Q4: 15,794 shares; 2026Q1: 15,418 shares; 2026Q2: 19,465 shares 19,465 $933K 0.03% +4,047 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 1,044 shares; 2025Q1: 810 shares; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,331 shares 3,331 $901K 0.03% new Timeline XLY 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: not reported; 2024Q4: 1,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: not reported; 2026Q2: 7,610 shares 7,610 $892K 0.03% 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: 1,921 shares; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 660 shares; 2025Q3: 643 shares; 2025Q4: 668 shares; 2026Q1: 680 shares; 2026Q2: 2,637 shares 2,637 $892K 0.03% +1,957 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,461 shares; 2024Q4: 9,763 shares; 2025Q1: 9,988 shares; 2025Q2: 9,567 shares; 2025Q3: 2,199 shares; 2025Q4: 1,874 shares; 2026Q1: 1,641 shares; 2026Q2: 1,572 shares 1,572 $880K 0.03% -69 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: not reported; 2024Q4: not reported; 2025Q1: 8,881 shares; 2025Q2: 8,881 shares; 2025Q3: 8,881 shares; 2025Q4: 8,881 shares; 2026Q1: 8,781 shares; 2026Q2: 23,804 shares 23,804 $880K 0.03% +15,023 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: 1,581 shares; 2024Q4: 1,575 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,575 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares; 2026Q2: 2,926 shares 2,926 $850K 0.02% +1,295 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: 2,622 shares; 2024Q4: 2,384 shares; 2025Q1: 2,194 shares; 2025Q2: 2,182 shares; 2025Q3: 2,191 shares; 2025Q4: 1,946 shares; 2026Q1: 1,917 shares; 2026Q2: 2,667 shares 2,667 $840K 0.02% +750 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 8,700 shares 8,700 $756K 0.02% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,336 shares; 2024Q4: 19,138 shares; 2025Q1: 19,138 shares; 2025Q2: 19,138 shares; 2025Q3: 19,138 shares; 2025Q4: 19,138 shares; 2026Q1: 19,138 shares; 2026Q2: 19,138 shares 19,138 $749K 0.02% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.02% 0 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,180 shares; 2024Q4: 13,180 shares; 2025Q1: 13,180 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares; 2026Q1: 9,506 shares; 2026Q2: 9,506 shares 9,506 $736K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,538 shares; 2025Q4: 1,547 shares; 2026Q1: not reported; 2026Q2: 3,951 shares 3,951 $730K 0.02% new 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: 64,508 shares; 2024Q4: 64,770 shares; 2025Q1: 64,127 shares; 2025Q2: 18,856 shares; 2025Q3: 16,219 shares; 2025Q4: 12,915 shares; 2026Q1: 12,738 shares; 2026Q2: 13,703 shares 13,703 $728K 0.02% +965 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: 7,102 shares; 2024Q4: 6,062 shares; 2025Q1: 5,943 shares; 2025Q2: 5,180 shares; 2025Q3: 5,454 shares; 2025Q4: 4,066 shares; 2026Q1: not reported; 2026Q2: 12,374 shares 12,374 $705K 0.02% 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: 15,167 shares; 2024Q4: 14,907 shares; 2025Q1: 16,047 shares; 2025Q2: 17,519 shares; 2025Q3: 29,587 shares; 2025Q4: 38,741 shares; 2026Q1: 3,351 shares; 2026Q2: 3,206 shares 3,206 $700K 0.02% -145 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 3,000 shares 3,000 $699K 0.02% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: not reported; 2026Q2: 5,993 shares 5,993 $689K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,102 shares; 2025Q4: 6,903 shares; 2026Q1: 8,264 shares; 2026Q2: 8,221 shares 8,221 $689K 0.02% -43 Timeline QUAL 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: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,084 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 3,104 shares 3,104 $681K 0.02% +23 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: 8,576 shares; 2024Q4: 5,284 shares; 2025Q1: 5,276 shares; 2025Q2: 5,202 shares; 2025Q3: 5,307 shares; 2025Q4: 4,579 shares; 2026Q1: 4,604 shares; 2026Q2: 6,572 shares 6,572 $680K 0.02% +1,968 Timeline GSLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,184 shares; 2025Q4: 5,184 shares; 2026Q1: 5,184 shares; 2026Q2: 4,684 shares 4,684 $665K 0.02% -500 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441 shares; 2026Q2: 3,857 shares 3,857 $652K 0.02% +2,416 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,835 shares; 2025Q3: 1,847 shares; 2025Q4: 1,664 shares; 2026Q1: 1,629 shares; 2026Q2: 1,929 shares 1,929 $637K 0.02% +300 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 20,723 shares; 2025Q4: 21,126 shares; 2026Q1: 13,734 shares; 2026Q2: 14,177 shares 14,177 $629K 0.02% +443 Timeline XLV 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: 2,894 shares; 2024Q4: 3,929 shares; 2025Q1: 3,030 shares; 2025Q2: 2,625 shares; 2025Q3: 2,691 shares; 2025Q4: 2,852 shares; 2026Q1: 2,656 shares; 2026Q2: 3,960 shares 3,960 $628K 0.02% +1,304 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,813 shares 2,813 $627K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 3,785 shares 3,785 $600K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 2,692 shares 2,692 $600K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,631 shares 3,631 $588K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 2,800 shares; 2025Q1: 2,758 shares; 2025Q2: 3,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares; 2026Q2: 2,708 shares 2,708 $576K 0.02% +1,269 Timeline VUSB 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: not reported; 2026Q1: not reported; 2026Q2: 11,338 shares 11,338 $564K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,188 shares; 2024Q4: 12,070 shares; 2025Q1: 11,290 shares; 2025Q2: 7,804 shares; 2025Q3: 7,655 shares; 2025Q4: 6,662 shares; 2026Q1: 4,922 shares; 2026Q2: 5,714 shares 5,714 $550K 0.02% +792 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE 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: 7,377 shares 7,377 $531K 0.02% new 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: not reported; 2026Q2: 1,553 shares 1,553 $530K 0.02% 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: 1,330 shares; 2024Q4: 1,277 shares; 2025Q1: 1,273 shares; 2025Q2: 1,080 shares; 2025Q3: 1,073 shares; 2025Q4: 1,210 shares; 2026Q1: not reported; 2026Q2: 2,379 shares 2,379 $515K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,200 shares 1,200 $499K 0.01% +100 Timeline SPYG 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: 5,319 shares; 2024Q4: 5,749 shares; 2025Q1: 4,124 shares; 2025Q2: 4,212 shares; 2025Q3: 4,936 shares; 2025Q4: 4,929 shares; 2026Q1: 4,045 shares; 2026Q2: 4,089 shares 4,089 $487K 0.01% +44 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 20,738 shares 20,738 $478K 0.01% new 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: 2,131 shares 2,131 $477K 0.01% new 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: 2,260 shares; 2024Q4: 2,024 shares; 2025Q1: 1,442 shares; 2025Q2: 1,443 shares; 2025Q3: 1,274 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,223 shares 1,223 $473K 0.01% -11 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: not reported; 2025Q1: 16,774 shares; 2025Q2: 14,736 shares; 2025Q3: 8,552 shares; 2025Q4: 6,557 shares; 2026Q1: 6,556 shares; 2026Q2: 6,627 shares 6,627 $472K 0.01% +71 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: 2,131 shares 2,131 $471K 0.01% new 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: 1,743 shares; 2024Q4: 1,502 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,214 shares; 2025Q4: 1,244 shares; 2026Q1: 1,247 shares; 2026Q2: 1,172 shares 1,172 $465K 0.01% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,830 shares 9,830 $457K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,127 shares 23,127 $442K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 1,453 shares 1,453 $438K 0.01% +1,312 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,634 shares; 2024Q4: 22,055 shares; 2025Q1: 20,042 shares; 2025Q2: 13,920 shares; 2025Q3: 13,113 shares; 2025Q4: 11,366 shares; 2026Q1: 9,625 shares; 2026Q2: 10,608 shares 10,608 $435K 0.01% +983 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: not reported; 2026Q2: 5,642 shares 5,642 $435K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,278 shares 8,278 $434K 0.01% new 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: 4,274 shares; 2024Q4: 3,846 shares; 2025Q1: 3,897 shares; 2025Q2: 3,751 shares; 2025Q3: 5,739 shares; 2025Q4: 4,552 shares; 2026Q1: 4,126 shares; 2026Q2: 6,072 shares 6,072 $434K 0.01% +1,946 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 6,870 shares 6,870 $432K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 8,772 shares 8,772 $426K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,738 shares; 2024Q4: 6,740 shares; 2025Q1: 6,826 shares; 2025Q2: 5,005 shares; 2025Q3: 4,849 shares; 2025Q4: 4,866 shares; 2026Q1: 4,741 shares; 2026Q2: 5,800 shares 5,800 $425K 0.01% +1,059 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 12,858 shares; 2025Q4: 9,433 shares; 2026Q1: 8,358 shares; 2026Q2: 8,358 shares 8,358 $421K 0.01% 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: 4,842 shares; 2024Q4: 5,277 shares; 2025Q1: 5,269 shares; 2025Q2: 5,255 shares; 2025Q3: 5,224 shares; 2025Q4: 5,122 shares; 2026Q1: 3,987 shares; 2026Q2: 4,028 shares 4,028 $418K 0.01% +41 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,612 shares; 2026Q1: 2,599 shares; 2026Q2: 2,599 shares 2,599 $413K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,420 shares 3,420 $402K 0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,300 shares 2,300 $399K 0.01% new Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 14,250 shares; 2026Q1: 14,250 shares; 2026Q2: 14,250 shares 14,250 $396K 0.01% 0 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: 484 shares; 2024Q4: 605 shares; 2025Q1: 576 shares; 2025Q2: 614 shares; 2025Q3: 618 shares; 2025Q4: 612 shares; 2026Q1: 688 shares; 2026Q2: 757 shares 757 $395K 0.01% +69 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY 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: 35,715 shares 35,715 $381K 0.01% new Timeline BIL 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: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,846 shares; 2025Q2: 4,696 shares; 2025Q3: 4,151 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 4,154 shares 4,154 $381K 0.01% +4 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: not reported; 2026Q2: 1,676 shares 1,676 $380K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,212 shares; 2026Q1: 3,212 shares; 2026Q2: 3,212 shares 3,212 $379K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,910 shares 3,910 $377K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,048 shares; 2025Q1: 4,357 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 4,868 shares; 2026Q1: 4,758 shares; 2026Q2: 4,764 shares 4,764 $375K 0.01% +6 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 4,486 shares 4,486 $374K 0.01% new Timeline SPTM 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: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,021 shares; 2026Q2: 4,021 shares 4,021 $365K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 2,058 shares 2,058 $364K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,733 shares 2,733 $355K 0.01% new 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: 3,702 shares; 2025Q4: 3,690 shares; 2026Q1: 4,260 shares; 2026Q2: 4,269 shares 4,269 $354K 0.01% +9 Timeline EMB 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: 3,771 shares; 2025Q4: 3,671 shares; 2026Q1: 3,761 shares; 2026Q2: 3,656 shares 3,656 $353K 0.01% -105 Timeline VLUE 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: 3,465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670 $334K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,511 shares; 2026Q1: 1,523 shares; 2026Q2: 1,566 shares 1,566 $333K 0.01% +43 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $330K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 4,800 shares; 2026Q1: 3,847 shares; 2026Q2: 3,952 shares 3,952 $327K 0.01% +105 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 392 shares 392 $325K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $323K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,013 shares 4,013 $314K 0.01% new Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 8,790 shares 8,790 $308K 0.01% new Timeline ITA 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: 1,419 shares; 2026Q2: 1,266 shares 1,266 $307K 0.01% -153 Timeline HYD 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: 5,898 shares; 2025Q4: 5,898 shares; 2026Q1: 5,898 shares; 2026Q2: 5,898 shares 5,898 $304K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426 shares 426 $300K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,050 shares; 2026Q1: 3,423 shares; 2026Q2: 3,100 shares 3,100 $299K 0.01% -323 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,236 shares 1,236 $294K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,480 shares; 2024Q4: 3,482 shares; 2025Q1: 3,330 shares; 2025Q2: 3,318 shares; 2025Q3: 3,425 shares; 2025Q4: 3,401 shares; 2026Q1: 3,200 shares; 2026Q2: 3,194 shares 3,194 $293K 0.01% -6 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,494 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,467 shares; 2025Q4: 1,543 shares; 2026Q1: 1,466 shares; 2026Q2: 1,441 shares 1,441 $291K 0.01% -25 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: 3,044 shares; 2024Q4: 2,496 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 2,255 shares; 2025Q4: 1,879 shares; 2026Q1: 1,710 shares; 2026Q2: 1,978 shares 1,978 $290K 0.01% +268 Timeline BCE BCE INC More: the full row for BCE 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: 13,445 shares 13,445 $289K 0.01% 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: 1,128 shares 1,128 $288K 0.01% new 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: 1,514 shares; 2025Q4: 1,363 shares; 2026Q1: not reported; 2026Q2: 2,415 shares 2,415 $282K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,340 shares 6,340 $277K 0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,394 shares 1,394 $271K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,970 shares; 2024Q4: 22,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,727 shares 7,727 $269K 0.01% new Timeline IDV 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: 6,467 shares 6,467 $268K 0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN 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: 334 shares 334 $267K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,591 shares 4,591 $265K 0.01% new 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: not reported; 2026Q2: 602 shares 602 $261K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,166 shares; 2026Q2: 1,052 shares 1,052 $255K 0.01% -114 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: 733 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 806 shares 806 $253K 0.01% -110 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: 1,053 shares; 2024Q4: 885 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 668 shares; 2025Q4: 656 shares; 2026Q1: not reported; 2026Q2: 731 shares 731 $252K 0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $246K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 7,361 shares; 2026Q2: 7,361 shares 7,361 $245K 0.01% 0 Timeline SPYV 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: 4,317 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: 4,192 shares; 2025Q4: 4,178 shares; 2026Q1: 4,132 shares; 2026Q2: 4,026 shares 4,026 $245K 0.01% -106 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: 905 shares 905 $243K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,550 shares 2,550 $238K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 2,512 shares 2,512 $236K 0.01% new Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 7,991 shares 7,991 $234K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares; 2026Q2: 579 shares 579 $230K 0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,049 shares 4,049 $228K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,332 shares 1,332 $226K 0.01% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND 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: 8,728 shares 8,728 $226K 0.01% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF 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: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 4,557 shares; 2026Q2: 4,557 shares 4,557 $225K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,984 shares 3,984 $225K 0.01% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $222K 0.01% new Timeline VBR 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: 9,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $221K 0.01% new 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: 4,386 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares; 2026Q2: 4,351 shares 4,351 $220K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 4,528 shares 4,528 $219K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 955 shares 955 $219K 0.01% new 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: 5,425 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,530 shares 2,530 $216K 0.01% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE 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: 4,221 shares 4,221 $215K 0.01% new Timeline VCIT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,576 shares 2,576 $213K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 701 shares; 2025Q3: 1,119 shares; 2025Q4: 1,565 shares; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $211K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,206 shares; 2024Q4: 89,678 shares; 2025Q1: 88,784 shares; 2025Q2: 80,893 shares; 2025Q3: 15,975 shares; 2025Q4: 9,611 shares; 2026Q1: 7,617 shares; 2026Q2: 7,434 shares 7,434 $210K 0.01% -183 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 4,901 shares 4,901 $209K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,877 shares 1,877 $203K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $202K 0.01% new Timeline DVY 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: 1,284 shares 1,284 $201K 0.01% new Timeline VALE VALE S A More: the full row for VALE 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: not reported; 2026Q1: not reported; 2026Q2: 13,092 shares 13,092 $197K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,148 shares; 2024Q4: 14,287 shares; 2025Q1: 17,649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,268 shares 12,268 $171K <0.01% new Timeline SLSN SOLESENCE INC More: the full row for SOLESENCE 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: 150,000 shares 150,000 $110K <0.01% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES 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: 17,398 shares 17,398 $102K <0.01% new Timeline