AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,660 shares; 2025Q1: 53,205 shares; 2025Q2: 53,292 shares; 2025Q3: 50,747 shares; 2025Q4: 49,599 shares; 2026Q1: 49,218 shares; 2026Q2: 46,809 shares; 2026Q3: 44,619 shares 44,619 $14.9M 5.78% -2,190 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,767 shares; 2025Q1: 81,213 shares; 2025Q2: 80,873 shares; 2025Q3: 68,853 shares; 2025Q4: 64,642 shares; 2026Q1: 64,318 shares; 2026Q2: 62,667 shares; 2026Q3: 60,943 shares 60,943 $13.9M 5.41% -1,724 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,406 shares; 2025Q1: 62,381 shares; 2025Q2: 55,790 shares; 2025Q3: 45,945 shares; 2025Q4: 40,997 shares; 2026Q1: 39,395 shares; 2026Q2: 37,979 shares; 2026Q3: 36,794 shares 36,794 $12.9M 5.02% -1,185 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,230 shares; 2025Q1: 9,297 shares; 2025Q2: 9,573 shares; 2025Q3: 8,758 shares; 2025Q4: 8,769 shares; 2026Q1: 13,007 shares; 2026Q2: 12,890 shares; 2026Q3: 12,862 shares 12,862 $12.9M 5.01% -28 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,612 shares; 2025Q1: 24,881 shares; 2025Q2: 24,125 shares; 2025Q3: 22,036 shares; 2025Q4: 21,806 shares; 2026Q1: 22,338 shares; 2026Q2: 23,870 shares; 2026Q3: 23,734 shares 23,734 $12.2M 4.73% -136 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,040 shares; 2025Q1: 50,067 shares; 2025Q2: 50,371 shares; 2025Q3: 46,988 shares; 2025Q4: 42,286 shares; 2026Q1: 40,766 shares; 2026Q2: 35,671 shares; 2026Q3: 34,978 shares 34,978 $11.9M 4.63% -693 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,506 shares; 2025Q1: 69,086 shares; 2025Q2: 61,746 shares; 2025Q3: 51,544 shares; 2025Q4: 50,901 shares; 2026Q1: 48,806 shares; 2026Q2: 42,773 shares; 2026Q3: 41,038 shares 41,038 $11.8M 4.58% -1,735 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; 2024Q4: 46,837 shares; 2025Q1: 45,842 shares; 2025Q2: 45,294 shares; 2025Q3: 41,713 shares; 2025Q4: 41,477 shares; 2026Q1: 41,839 shares; 2026Q2: 40,262 shares; 2026Q3: 40,362 shares 40,362 $10.1M 3.91% +100 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,752 shares; 2025Q1: 99,463 shares; 2025Q2: 99,484 shares; 2025Q3: 85,206 shares; 2025Q4: 83,958 shares; 2026Q1: 83,187 shares; 2026Q2: 76,061 shares; 2026Q3: 75,349 shares 75,349 $9.76M 3.79% -712 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,603 shares; 2025Q1: 42,512 shares; 2025Q2: 43,332 shares; 2025Q3: 41,223 shares; 2025Q4: 41,383 shares; 2026Q1: 40,799 shares; 2026Q2: 37,416 shares; 2026Q3: 36,142 shares 36,142 $9.57M 3.72% -1,274 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,609 shares; 2025Q1: 61,607 shares; 2025Q2: 61,350 shares; 2025Q3: not reported; 2025Q4: 53,803 shares; 2026Q1: 52,688 shares; 2026Q2: 51,649 shares; 2026Q3: 51,458 shares 51,458 $9.55M 3.71% -191 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,966 shares; 2025Q1: 104,695 shares; 2025Q2: 106,097 shares; 2025Q3: 100,860 shares; 2025Q4: 101,478 shares; 2026Q1: 98,217 shares; 2026Q2: 99,175 shares; 2026Q3: 99,496 shares 99,496 $9.46M 3.68% +321 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,375 shares; 2025Q1: 37,046 shares; 2025Q2: 37,449 shares; 2025Q3: 35,284 shares; 2025Q4: 35,146 shares; 2026Q1: 35,563 shares; 2026Q2: 35,999 shares; 2026Q3: 35,497 shares 35,497 $9.29M 3.61% -502 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; 2024Q4: 18,582 shares; 2025Q1: 19,349 shares; 2025Q2: 19,787 shares; 2025Q3: 18,703 shares; 2025Q4: 18,844 shares; 2026Q1: 19,442 shares; 2026Q2: 19,696 shares; 2026Q3: 19,749 shares 19,749 $8.49M 3.3% +53 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,591 shares; 2025Q1: 23,051 shares; 2025Q2: 21,282 shares; 2025Q3: 19,808 shares; 2025Q4: 20,217 shares; 2026Q1: 20,885 shares; 2026Q2: 22,014 shares; 2026Q3: 22,221 shares 22,221 $7.98M 3.1% +207 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; 2024Q4: 72,240 shares; 2025Q1: 71,660 shares; 2025Q2: 72,530 shares; 2025Q3: 68,161 shares; 2025Q4: 67,897 shares; 2026Q1: 68,232 shares; 2026Q2: 66,182 shares; 2026Q3: 66,900 shares 66,900 $7.94M 3.09% +718 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 112,257 shares 112,257 $7.81M 3.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,080 shares; 2026Q2: 36,541 shares; 2026Q3: 37,100 shares 37,100 $7.69M 2.99% +559 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; 2024Q4: 2,531 shares; 2025Q1: 2,560 shares; 2025Q2: 7,373 shares; 2025Q3: 6,930 shares; 2025Q4: 7,831 shares; 2026Q1: 7,930 shares; 2026Q2: 8,007 shares; 2026Q3: 7,838 shares 7,838 $7.14M 2.77% -169 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 48,605 shares; 2025Q2: 50,976 shares; 2025Q3: 48,227 shares; 2025Q4: 48,391 shares; 2026Q1: 49,348 shares; 2026Q2: 50,775 shares; 2026Q3: 51,582 shares 51,582 $7.05M 2.74% +807 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; 2024Q4: 43,328 shares; 2025Q1: 43,023 shares; 2025Q2: 43,575 shares; 2025Q3: 42,194 shares; 2025Q4: 43,496 shares; 2026Q1: 44,610 shares; 2026Q2: 47,687 shares; 2026Q3: 48,470 shares 48,470 $7.04M 2.74% +783 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; 2024Q4: 33,062 shares; 2025Q1: 32,790 shares; 2025Q2: 32,894 shares; 2025Q3: 29,996 shares; 2025Q4: 31,122 shares; 2026Q1: 31,522 shares; 2026Q2: 32,671 shares; 2026Q3: 33,220 shares 33,220 $6.97M 2.71% +549 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,359 shares; 2025Q1: 22,268 shares; 2025Q2: 22,680 shares; 2025Q3: 21,996 shares; 2025Q4: 22,413 shares; 2026Q1: 22,952 shares; 2026Q2: 23,416 shares; 2026Q3: 23,812 shares 23,812 $6.73M 2.62% +396 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; 2024Q4: 4,273 shares; 2025Q1: 4,319 shares; 2025Q2: 13,163 shares; 2025Q3: 12,512 shares; 2025Q4: 12,764 shares; 2026Q1: 13,111 shares; 2026Q2: 15,099 shares; 2026Q3: 15,287 shares 15,287 $6.22M 2.42% +188 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,588 shares; 2025Q1: 28,564 shares; 2025Q2: 29,357 shares; 2025Q3: 28,061 shares; 2025Q4: 29,002 shares; 2026Q1: 28,894 shares; 2026Q2: 31,455 shares; 2026Q3: 32,120 shares 32,120 $5.92M 2.3% +665 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,937 shares; 2025Q1: 123,533 shares; 2025Q2: 124,219 shares; 2025Q3: 120,502 shares; 2025Q4: 121,401 shares; 2026Q1: 130,575 shares; 2026Q2: 134,955 shares; 2026Q3: 138,125 shares 138,125 $5.34M 2.08% +3,170 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 651 shares; 2026Q3: 12,307 shares 12,307 $3.57M 1.39% +11,656 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,811 shares; 2025Q4: 62,453 shares; 2026Q1: 82,082 shares; 2026Q2: 84,893 shares; 2026Q3: 83,162 shares 83,162 $3.15M 1.23% -1,731 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,718 shares; 2026Q2: 42,688 shares; 2026Q3: 42,633 shares 42,633 $1.42M 0.55% -55 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; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,608 shares; 2025Q3: 1,595 shares; 2025Q4: 1,525 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares; 2026Q3: 1,475 shares 1,475 $1.09M 0.42% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,045 shares; 2025Q1: 11,079 shares; 2025Q2: 11,084 shares; 2025Q3: 18,777 shares; 2025Q4: 18,777 shares; 2026Q1: 18,777 shares; 2026Q2: 18,177 shares; 2026Q3: 17,113 shares 17,113 $709K 0.28% -1,064 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; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 969 shares; 2025Q3: 869 shares; 2025Q4: 867 shares; 2026Q1: 845 shares; 2026Q2: 845 shares; 2026Q3: 845 shares 845 $644K 0.25% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,074 shares; 2025Q1: 13,481 shares; 2025Q2: 13,481 shares; 2025Q3: 13,481 shares; 2025Q4: 13,481 shares; 2026Q1: 13,481 shares; 2026Q2: 13,481 shares; 2026Q3: 13,481 shares 13,481 $624K 0.24% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,095 shares; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 19,470 shares; 2025Q4: 17,570 shares; 2026Q1: 17,570 shares; 2026Q2: 15,150 shares; 2026Q3: 15,150 shares 15,150 $596K 0.23% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,716 shares; 2025Q1: 28,716 shares; 2025Q2: 28,716 shares; 2025Q3: 28,716 shares; 2025Q4: 28,716 shares; 2026Q1: 29,239 shares; 2026Q2: 29,239 shares; 2026Q3: 29,239 shares 29,239 $503K 0.2% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,063 shares; 2025Q4: 4,137 shares; 2026Q1: 5,285 shares; 2026Q2: 6,506 shares; 2026Q3: 5,884 shares 5,884 $443K 0.17% -622 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,830 shares; 2026Q1: 8,830 shares; 2026Q2: 8,830 shares; 2026Q3: 8,830 shares 8,830 $431K 0.17% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,185 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,185 shares; 2026Q1: 5,185 shares; 2026Q2: 5,185 shares; 2026Q3: 5,185 shares 5,185 $430K 0.17% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 863 shares; 2025Q1: 835 shares; 2025Q2: 993 shares; 2025Q3: 980 shares; 2025Q4: 1,022 shares; 2026Q1: 1,056 shares; 2026Q2: 1,182 shares; 2026Q3: 1,179 shares 1,179 $390K 0.15% -3 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,123 shares; 2025Q1: 5,428 shares; 2025Q2: 5,428 shares; 2025Q3: 5,428 shares; 2025Q4: 4,684 shares; 2026Q1: 4,396 shares; 2026Q2: 4,396 shares; 2026Q3: 4,396 shares 4,396 $331K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,850 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares; 2026Q3: 1,700 shares 1,700 $324K 0.13% 0 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; 2024Q4: 911 shares; 2025Q1: 846 shares; 2025Q2: 807 shares; 2025Q3: 708 shares; 2025Q4: 619 shares; 2026Q1: 685 shares; 2026Q2: 3,950 shares; 2026Q3: 3,500 shares 3,500 $315K 0.12% -450 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,814 shares; 2025Q1: 5,629 shares; 2025Q2: 5,630 shares; 2025Q3: 5,609 shares; 2025Q4: 5,609 shares; 2026Q1: 5,609 shares; 2026Q2: 6,409 shares; 2026Q3: 6,409 shares 6,409 $299K 0.12% 0 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; 2024Q4: 4,889 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,033 shares; 2026Q2: 4,003 shares; 2026Q3: 4,003 shares 4,003 $283K 0.11% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 716 shares; 2025Q3: 611 shares; 2025Q4: 596 shares; 2026Q1: 620 shares; 2026Q2: 520 shares; 2026Q3: 520 shares 520 $259K 0.1% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 925 shares; 2026Q2: 1,124 shares; 2026Q3: 1,144 shares 1,144 $233K 0.09% +20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares; 2026Q2: 2,144 shares; 2026Q3: 2,297 shares 2,297 $232K 0.09% +153 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; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,470 shares; 2026Q2: 4,170 shares; 2026Q3: 4,170 shares 4,170 $227K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 255 shares; 2026Q1: 245 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $221K 0.09% 0 Timeline