NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,453 shares; 2024Q4: 31,945 shares; 2025Q1: 55,205 shares; 2025Q2: 61,589 shares; 2025Q3: 61,660 shares; 2025Q4: 61,996 shares; 2026Q1: 44,532 shares; 2026Q2: 468,882 shares 468,882 $93.8M 9.85% +424,350 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: 96,014 shares; 2024Q4: 120,378 shares; 2025Q1: 134,874 shares; 2025Q2: 136,709 shares; 2025Q3: 126,691 shares; 2025Q4: 120,286 shares; 2026Q1: 90,288 shares; 2026Q2: 192,632 shares 192,632 $55.7M 5.85% +102,344 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: 7,255 shares; 2024Q4: 6,838 shares; 2025Q1: 14,389 shares; 2025Q2: 15,459 shares; 2025Q3: 15,641 shares; 2025Q4: 15,907 shares; 2026Q1: 9,903 shares; 2026Q2: 149,177 shares 149,177 $52.7M 5.54% +139,274 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: 7,947 shares; 2024Q4: 3,691 shares; 2025Q1: 8,357 shares; 2025Q2: 8,920 shares; 2025Q3: 8,181 shares; 2025Q4: 8,019 shares; 2026Q1: 8,194 shares; 2026Q2: 281,797 shares 281,797 $41.3M 4.34% +273,603 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 202,910 shares 202,910 $34.7M 3.64% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,749,306 shares; 2026Q1: 57,852 shares; 2026Q2: 62,380 shares 62,380 $30.6M 3.21% +4,528 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: 16,227 shares; 2024Q4: 3,957 shares; 2025Q1: 16,448 shares; 2025Q2: 17,484 shares; 2025Q3: 17,437 shares; 2025Q4: 17,376 shares; 2026Q1: 18,031 shares; 2026Q2: 82,918 shares 82,918 $29.6M 3.11% +64,887 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: not reported; 2025Q4: 92,162 shares; 2026Q1: 109,091 shares; 2026Q2: 281,339 shares 281,339 $25.1M 2.64% +172,248 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: 17,764 shares; 2024Q4: 11,144 shares; 2025Q1: 21,676 shares; 2025Q2: 23,469 shares; 2025Q3: 23,329 shares; 2025Q4: 23,172 shares; 2026Q1: 20,768 shares; 2026Q2: 54,897 shares 54,897 $20.5M 2.15% +34,129 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: 22,325 shares; 2024Q4: 27,536 shares; 2025Q1: 25,532 shares; 2025Q2: 22,061 shares; 2025Q3: 22,607 shares; 2025Q4: 24,567 shares; 2026Q1: 24,834 shares; 2026Q2: 24,041 shares 24,041 $18M 1.89% -793 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: 1,233 shares; 2026Q1: 1,739 shares; 2026Q2: 88,886 shares 88,886 $15.1M 1.59% +87,147 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: 72,185 shares; 2024Q4: 75,607 shares; 2025Q1: 62,280 shares; 2025Q2: 51,795 shares; 2025Q3: 42,355 shares; 2025Q4: 42,999 shares; 2026Q1: 53,511 shares; 2026Q2: 175,271 shares 175,271 $14.5M 1.52% +121,760 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: 2,746 shares; 2024Q4: not reported; 2025Q1: 3,692 shares; 2025Q2: 4,329 shares; 2025Q3: 4,252 shares; 2025Q4: 4,643 shares; 2026Q1: 6,039 shares; 2026Q2: 119,670 shares 119,670 $13.6M 1.42% +113,631 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: 20,847 shares; 2024Q4: 18,940 shares; 2025Q1: 28,579 shares; 2025Q2: 30,977 shares; 2025Q3: 29,005 shares; 2025Q4: 30,557 shares; 2026Q1: 25,118 shares; 2026Q2: 53,075 shares 53,075 $12.6M 1.33% +27,957 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,267 shares; 2025Q1: 4,338 shares; 2025Q2: 4,628 shares; 2025Q3: 4,706 shares; 2025Q4: 4,867 shares; 2026Q1: 3,995 shares; 2026Q2: 48,286 shares 48,286 $12.2M 1.28% +44,291 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: 2,527 shares; 2024Q4: 3,148 shares; 2025Q1: 2,726 shares; 2025Q2: 2,963 shares; 2025Q3: 3,001 shares; 2025Q4: 2,779 shares; 2026Q1: 3,203 shares; 2026Q2: 20,519 shares 20,519 $11.9M 1.25% +17,316 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: 14,405 shares; 2024Q4: 3,022 shares; 2025Q1: 15,714 shares; 2025Q2: 16,037 shares; 2025Q3: 16,084 shares; 2025Q4: 15,941 shares; 2026Q1: 17,195 shares; 2026Q2: 31,466 shares 31,466 $11.9M 1.25% +14,271 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: 9,998 shares; 2024Q4: 9,827 shares; 2025Q1: 11,162 shares; 2025Q2: 11,093 shares; 2025Q3: 11,764 shares; 2025Q4: 11,739 shares; 2026Q1: 11,609 shares; 2026Q2: 14,684 shares 14,684 $11M 1.15% +3,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511 shares; 2025Q4: 1,616 shares; 2026Q1: 2,036 shares; 2026Q2: 70,026 shares 70,026 $10.6M 1.11% +67,990 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: 3,504 shares; 2024Q4: 1,384 shares; 2025Q1: 4,961 shares; 2025Q2: 5,636 shares; 2025Q3: 5,720 shares; 2025Q4: 5,511 shares; 2026Q1: 5,144 shares; 2026Q2: 16,804 shares 16,804 $9.47M 0.99% +11,660 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 58,100 shares 58,100 $7.94M 0.83% new 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 11,270 shares 11,270 $7.93M 0.83% +5,070 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419,507 shares; 2026Q1: 12,971 shares; 2026Q2: 14,832 shares 14,832 $7.81M 0.82% +1,861 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: 109,742 shares; 2024Q4: 140,054 shares; 2025Q1: 138,768 shares; 2025Q2: 131,563 shares; 2025Q3: 124,689 shares; 2025Q4: 92,654 shares; 2026Q1: 77,836 shares; 2026Q2: 99,072 shares 99,072 $7.64M 0.8% +21,236 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 17,730 shares; 2025Q2: 17,730 shares; 2025Q3: 17,730 shares; 2025Q4: 17,730 shares; 2026Q1: 17,730 shares; 2026Q2: 17,730 shares 17,730 $7.56M 0.79% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,904 shares; 2025Q2: 86,302 shares; 2025Q3: 135,180 shares; 2025Q4: 227,244 shares; 2026Q1: 256,868 shares; 2026Q2: 308,739 shares 308,739 $7.52M 0.79% +51,871 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: not reported; 2024Q4: not reported; 2025Q1: 2,187 shares; 2025Q2: 2,613 shares; 2025Q3: 2,814 shares; 2025Q4: 2,934 shares; 2026Q1: 3,168 shares; 2026Q2: 35,840 shares 35,840 $7.49M 0.79% +32,672 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: 3,762 shares; 2024Q4: 3,228 shares; 2025Q1: 5,153 shares; 2025Q2: 5,022 shares; 2025Q3: 5,061 shares; 2025Q4: 5,063 shares; 2026Q1: 4,210 shares; 2026Q2: 6,478 shares 6,478 $7.48M 0.79% +2,268 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,144 shares; 2025Q1: 3,368 shares; 2025Q2: 3,396 shares; 2025Q3: 3,411 shares; 2025Q4: 3,434 shares; 2026Q1: not reported; 2026Q2: 19,823 shares 19,823 $7.35M 0.77% new 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: 1,285 shares; 2024Q4: 533 shares; 2025Q1: 1,710 shares; 2025Q2: 1,832 shares; 2025Q3: 1,495 shares; 2025Q4: 1,520 shares; 2026Q1: 1,652 shares; 2026Q2: 6,087 shares 6,087 $7.3M 0.77% +4,435 Timeline MUNI 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: 5,986 shares; 2025Q1: 30,660 shares; 2025Q2: 50,736 shares; 2025Q3: 60,864 shares; 2025Q4: 103,027 shares; 2026Q1: 113,584 shares; 2026Q2: 136,827 shares 136,827 $7.2M 0.76% +23,243 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: 4,352 shares; 2024Q4: not reported; 2025Q1: 4,511 shares; 2025Q2: 4,660 shares; 2025Q3: 4,710 shares; 2025Q4: 4,631 shares; 2026Q1: 4,611 shares; 2026Q2: 19,884 shares 19,884 $7.01M 0.74% +15,273 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: 39,072 shares; 2024Q4: 63,501 shares; 2025Q1: 62,179 shares; 2025Q2: 69,515 shares; 2025Q3: 67,041 shares; 2025Q4: 69,747 shares; 2026Q1: 70,496 shares; 2026Q2: 71,952 shares 71,952 $6.95M 0.73% +1,456 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,532 shares; 2024Q4: 147,860 shares; 2025Q1: 147,703 shares; 2025Q2: 89,572 shares; 2025Q3: 77,069 shares; 2025Q4: 63,998 shares; 2026Q1: 69,067 shares; 2026Q2: 112,054 shares 112,054 $6.6M 0.69% +42,987 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,772 shares; 2025Q2: 125,539 shares; 2025Q3: 106,689 shares; 2025Q4: 116,398 shares; 2026Q1: 135,234 shares; 2026Q2: 137,206 shares 137,206 $6.26M 0.66% +1,972 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: 3,205 shares; 2024Q4: 2,782 shares; 2025Q1: 3,391 shares; 2025Q2: 3,466 shares; 2025Q3: 2,924 shares; 2025Q4: 2,418 shares; 2026Q1: 1,738 shares; 2026Q2: 9,799 shares 9,799 $6.22M 0.65% +8,061 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: 13,666 shares; 2024Q4: 5,175 shares; 2025Q1: 14,490 shares; 2025Q2: 14,841 shares; 2025Q3: 14,934 shares; 2025Q4: 14,933 shares; 2026Q1: 15,219 shares; 2026Q2: 18,810 shares 18,810 $6.16M 0.65% +3,591 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 7,594 shares; 2025Q3: 22,682 shares; 2025Q4: 47,155 shares; 2026Q1: 67,398 shares; 2026Q2: 119,719 shares 119,719 $6.1M 0.64% +52,321 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 6,757 shares; 2026Q1: 35,515 shares; 2026Q2: 157,486 shares 157,486 $6.07M 0.64% +121,971 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: 14,040 shares; 2024Q4: 12,527 shares; 2025Q1: 15,764 shares; 2025Q2: 16,104 shares; 2025Q3: 14,634 shares; 2025Q4: 14,609 shares; 2026Q1: 13,581 shares; 2026Q2: 31,572 shares 31,572 $5.99M 0.63% +17,991 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: not reported; 2026Q2: 16,504 shares 16,504 $5.78M 0.61% new 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: 1,682 shares; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 2,086 shares; 2025Q3: 2,055 shares; 2025Q4: 2,091 shares; 2026Q1: 2,015 shares; 2026Q2: 14,252 shares 14,252 $5.16M 0.54% +12,237 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,301 shares; 2025Q4: 4,182 shares; 2026Q1: not reported; 2026Q2: 82,278 shares 82,278 $4.97M 0.52% new 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: 47,609 shares; 2024Q4: 49,764 shares; 2025Q1: 48,375 shares; 2025Q2: 47,075 shares; 2025Q3: 38,474 shares; 2025Q4: 36,723 shares; 2026Q1: 33,118 shares; 2026Q2: 32,615 shares 32,615 $4.84M 0.51% -503 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,543 shares; 2025Q2: 53,320 shares; 2025Q3: 92,990 shares; 2025Q4: 137,007 shares; 2026Q1: 145,714 shares; 2026Q2: 153,596 shares 153,596 $4.7M 0.49% +7,882 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: 7,036 shares; 2024Q4: not reported; 2025Q1: 7,156 shares; 2025Q2: 7,698 shares; 2025Q3: 7,751 shares; 2025Q4: 7,687 shares; 2026Q1: 7,982 shares; 2026Q2: 56,116 shares 56,116 $4.64M 0.49% +48,134 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 7,232 shares; 2025Q1: 6,787 shares; 2025Q2: 7,712 shares; 2025Q3: 7,768 shares; 2025Q4: 8,217 shares; 2026Q1: 4,200 shares; 2026Q2: 10,809 shares 10,809 $4.55M 0.48% +6,609 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: 706 shares; 2024Q4: 4,670 shares; 2025Q1: 9,332 shares; 2025Q2: 9,537 shares; 2025Q3: 9,590 shares; 2025Q4: 9,746 shares; 2026Q1: 9,980 shares; 2026Q2: 10,468 shares 10,468 $4.54M 0.48% +488 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 427 shares; 2026Q1: not reported; 2026Q2: 25,946 shares 25,946 $4.4M 0.46% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,297 shares; 2025Q2: 27,183 shares; 2025Q3: 42,587 shares; 2025Q4: 53,451 shares; 2026Q1: 83,386 shares; 2026Q2: 106,831 shares 106,831 $4.3M 0.45% +23,445 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,233 shares; 2024Q4: 25,470 shares; 2025Q1: 28,428 shares; 2025Q2: 42,799 shares; 2025Q3: 49,400 shares; 2025Q4: 35,229 shares; 2026Q1: 40,673 shares; 2026Q2: 38,238 shares 38,238 $4.22M 0.44% -2,435 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,334 shares; 2025Q3: 3,293 shares; 2025Q4: 3,168 shares; 2026Q1: 3,208 shares; 2026Q2: 55,400 shares 55,400 $4.21M 0.44% +52,192 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 250 shares; 2026Q1: not reported; 2026Q2: 23,441 shares 23,441 $4.08M 0.43% new 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: 9,810 shares; 2025Q2: 9,113 shares; 2025Q3: 8,798 shares; 2025Q4: 6,708 shares; 2026Q1: 7,186 shares; 2026Q2: 28,982 shares 28,982 $4.05M 0.43% +21,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: not reported; 2026Q2: 53,755 shares 53,755 $3.94M 0.41% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 100 shares; 2026Q1: not reported; 2026Q2: 20,908 shares 20,908 $3.94M 0.41% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 5,460 shares; 2025Q4: 13,985 shares; 2026Q1: 29,351 shares; 2026Q2: 40,010 shares 40,010 $3.86M 0.41% +10,659 Timeline BOND 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: not reported; 2025Q4: 29,933 shares; 2026Q1: 38,260 shares; 2026Q2: 40,712 shares 40,712 $3.75M 0.39% +2,452 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: 3,795 shares; 2024Q4: 2,852 shares; 2025Q1: 4,379 shares; 2025Q2: 4,452 shares; 2025Q3: 3,978 shares; 2025Q4: 3,992 shares; 2026Q1: 3,498 shares; 2026Q2: 3,769 shares 3,769 $3.53M 0.37% +271 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,236 shares; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: not reported; 2026Q2: 34,141 shares 34,141 $3.49M 0.37% new 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: 2,381 shares; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,482 shares; 2025Q3: 2,507 shares; 2025Q4: 2,542 shares; 2026Q1: 2,653 shares; 2026Q2: 3,174 shares 3,174 $3.38M 0.36% +521 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,490 shares; 2025Q1: 27,784 shares; 2025Q2: 38,249 shares; 2025Q3: 46,460 shares; 2025Q4: 44,826 shares; 2026Q1: 43,436 shares; 2026Q2: 44,714 shares 44,714 $3.38M 0.35% +1,278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: not reported; 2026Q2: 34,023 shares 34,023 $3.35M 0.35% new Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 7,235 shares; 2026Q1: 104,869 shares; 2026Q2: 126,511 shares 126,511 $3.29M 0.35% +21,642 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: not reported; 2026Q2: 30,558 shares 30,558 $3.29M 0.35% new 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: 3,198 shares; 2024Q4: 1,168 shares; 2025Q1: 3,819 shares; 2025Q2: 4,060 shares; 2025Q3: 4,215 shares; 2025Q4: 4,834 shares; 2026Q1: 5,029 shares; 2026Q2: 6,460 shares 6,460 $3.23M 0.34% +1,431 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: 20,579 shares; 2024Q4: 26,572 shares; 2025Q1: 28,012 shares; 2025Q2: 28,212 shares; 2025Q3: 28,089 shares; 2025Q4: 30,690 shares; 2026Q1: 30,159 shares; 2026Q2: 30,175 shares 30,175 $3.13M 0.33% +16 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: 9,952 shares; 2024Q4: 10,661 shares; 2025Q1: 13,011 shares; 2025Q2: 13,102 shares; 2025Q3: 12,299 shares; 2025Q4: 10,840 shares; 2026Q1: 10,876 shares; 2026Q2: 11,350 shares 11,350 $3.09M 0.32% +474 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: 3,188 shares; 2024Q4: not reported; 2025Q1: 3,238 shares; 2025Q2: 3,414 shares; 2025Q3: 3,467 shares; 2025Q4: 3,582 shares; 2026Q1: 3,637 shares; 2026Q2: 9,060 shares 9,060 $3.06M 0.32% +5,423 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,755 shares; 2025Q1: 32,111 shares; 2025Q2: 59,093 shares; 2025Q3: 104,435 shares; 2025Q4: 109,947 shares; 2026Q1: 89,682 shares; 2026Q2: 88,590 shares 88,590 $3.02M 0.32% -1,092 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: 755 shares; 2025Q2: 803 shares; 2025Q3: 799 shares; 2025Q4: 830 shares; 2026Q1: not reported; 2026Q2: 3,756 shares 3,756 $2.87M 0.3% new 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: 16,042 shares; 2025Q3: 16,099 shares; 2025Q4: 13,854 shares; 2026Q1: 14,019 shares; 2026Q2: 12,223 shares 12,223 $2.85M 0.3% -1,796 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: 5,057 shares; 2024Q4: not reported; 2025Q1: 5,420 shares; 2025Q2: 6,219 shares; 2025Q3: 7,073 shares; 2025Q4: 6,977 shares; 2026Q1: 7,277 shares; 2026Q2: 10,749 shares 10,749 $2.73M 0.29% +3,472 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: not reported; 2024Q4: not reported; 2025Q1: 1,220 shares; 2025Q2: 1,986 shares; 2025Q3: 1,870 shares; 2025Q4: 2,248 shares; 2026Q1: 1,835 shares; 2026Q2: 12,038 shares 12,038 $2.63M 0.28% +10,203 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,009 shares; 2026Q1: not reported; 2026Q2: 12,375 shares 12,375 $2.48M 0.26% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: not reported; 2026Q2: 8,229 shares 8,229 $2.48M 0.26% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: not reported; 2025Q1: 3,173 shares; 2025Q2: 3,844 shares; 2025Q3: 3,684 shares; 2025Q4: 3,391 shares; 2026Q1: 3,890 shares; 2026Q2: 6,906 shares 6,906 $2.37M 0.25% +3,016 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 275 shares; 2026Q2: 2,187 shares 2,187 $2.21M 0.23% +1,912 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares; 2026Q1: not reported; 2026Q2: 13,419 shares 13,419 $2.19M 0.23% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 2,516 shares; 2025Q1: 6,516 shares; 2025Q2: 6,913 shares; 2025Q3: 7,008 shares; 2025Q4: 7,188 shares; 2026Q1: 4,642 shares; 2026Q2: 4,542 shares 4,542 $2.17M 0.23% -100 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: not reported; 2025Q1: 2,764 shares; 2025Q2: 2,822 shares; 2025Q3: 2,781 shares; 2025Q4: 2,777 shares; 2026Q1: 2,904 shares; 2026Q2: 10,563 shares 10,563 $2.17M 0.23% +7,659 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 31,348 shares; 2026Q1: 42,035 shares; 2026Q2: 42,280 shares 42,280 $2.11M 0.22% +245 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: 578 shares; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 672 shares; 2025Q3: 665 shares; 2025Q4: 655 shares; 2026Q1: 618 shares; 2026Q2: 6,991 shares 6,991 $2.11M 0.22% +6,373 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 670 shares; 2025Q1: 4,197 shares; 2025Q2: 4,136 shares; 2025Q3: 4,141 shares; 2025Q4: 3,969 shares; 2026Q1: 3,941 shares; 2026Q2: 4,139 shares 4,139 $2.03M 0.21% +198 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 737 shares; 2025Q4: 343 shares; 2026Q1: not reported; 2026Q2: 5,358 shares 5,358 $2.01M 0.21% 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: 1,997 shares; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 2,040 shares; 2025Q3: 1,906 shares; 2025Q4: 1,964 shares; 2026Q1: 2,123 shares; 2026Q2: 7,418 shares 7,418 $2.01M 0.21% +5,295 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 280 shares; 2025Q3: 288 shares; 2025Q4: 1,400 shares; 2026Q1: not reported; 2026Q2: 19,952 shares 19,952 $1.98M 0.21% 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: 16,783 shares; 2024Q4: 12,554 shares; 2025Q1: 17,374 shares; 2025Q2: 17,707 shares; 2025Q3: 15,076 shares; 2025Q4: 9,806 shares; 2026Q1: 7,263 shares; 2026Q2: 13,482 shares 13,482 $1.98M 0.21% +6,219 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: 2,975 shares; 2025Q1: 3,484 shares; 2025Q2: 3,649 shares; 2025Q3: 3,650 shares; 2025Q4: 3,757 shares; 2026Q1: not reported; 2026Q2: 10,574 shares 10,574 $1.95M 0.21% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: 1,407 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,453 shares; 2026Q1: 1,473 shares; 2026Q2: 4,096 shares 4,096 $1.88M 0.2% +2,623 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,067 shares; 2024Q4: not reported; 2025Q1: 11,110 shares; 2025Q2: 11,619 shares; 2025Q3: 10,596 shares; 2025Q4: 8,993 shares; 2026Q1: 10,056 shares; 2026Q2: 72,789 shares 72,789 $1.79M 0.19% +62,733 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: 881 shares; 2026Q1: 976 shares; 2026Q2: 2,421 shares 2,421 $1.75M 0.18% +1,445 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: 3,044 shares; 2024Q4: 1,224 shares; 2025Q1: 4,078 shares; 2025Q2: 3,403 shares; 2025Q3: 3,457 shares; 2025Q4: 3,483 shares; 2026Q1: 3,947 shares; 2026Q2: 4,631 shares 4,631 $1.73M 0.18% +684 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: not reported; 2026Q2: 23,829 shares 23,829 $1.71M 0.18% new 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: 4,107 shares; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,291 shares; 2025Q3: 3,260 shares; 2025Q4: 2,786 shares; 2026Q1: not reported; 2026Q2: 38,976 shares 38,976 $1.6M 0.17% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 649 shares; 2025Q1: 2,044 shares; 2025Q2: 2,125 shares; 2025Q3: 2,137 shares; 2025Q4: 2,142 shares; 2026Q1: 2,179 shares; 2026Q2: 3,106 shares 3,106 $1.6M 0.17% +927 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,406 shares; 2025Q3: 3,256 shares; 2025Q4: 2,903 shares; 2026Q1: 2,293 shares; 2026Q2: 16,772 shares 16,772 $1.55M 0.16% +14,479 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: 1,184 shares; 2024Q4: not reported; 2025Q1: 1,274 shares; 2025Q2: 1,322 shares; 2025Q3: 1,304 shares; 2025Q4: 1,368 shares; 2026Q1: 1,395 shares; 2026Q2: 8,957 shares 8,957 $1.52M 0.16% +7,562 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,757 shares; 2024Q4: not reported; 2025Q1: 7,432 shares; 2025Q2: 8,007 shares; 2025Q3: 7,544 shares; 2025Q4: 7,589 shares; 2026Q1: 8,423 shares; 2026Q2: 12,900 shares 12,900 $1.52M 0.16% +4,477 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: 12,071 shares; 2024Q4: 4,690 shares; 2025Q1: 15,488 shares; 2025Q2: 16,904 shares; 2025Q3: 17,041 shares; 2025Q4: 17,256 shares; 2026Q1: 16,513 shares; 2026Q2: 26,514 shares 26,514 $1.51M 0.16% +10,001 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: 6,072 shares; 2024Q4: 2,228 shares; 2025Q1: 9,269 shares; 2025Q2: 8,541 shares; 2025Q3: 9,398 shares; 2025Q4: 9,446 shares; 2026Q1: 7,778 shares; 2026Q2: 9,100 shares 9,100 $1.51M 0.16% +1,322 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: not reported; 2024Q4: 2,755 shares; 2025Q1: 2,715 shares; 2025Q2: 3,059 shares; 2025Q3: 3,105 shares; 2025Q4: 2,899 shares; 2026Q1: 1,096 shares; 2026Q2: 6,928 shares 6,928 $1.5M 0.16% +5,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: not reported; 2026Q2: 12,586 shares 12,586 $1.48M 0.16% new 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: 9,162 shares; 2024Q4: not reported; 2025Q1: 11,047 shares; 2025Q2: 12,985 shares; 2025Q3: 12,022 shares; 2025Q4: 11,598 shares; 2026Q1: 11,652 shares; 2026Q2: 16,761 shares 16,761 $1.47M 0.15% +5,109 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 88 shares; 2026Q1: not reported; 2026Q2: 8,296 shares 8,296 $1.46M 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 1,835 shares; 2025Q4: 1,561 shares; 2026Q1: not reported; 2026Q2: 11,204 shares 11,204 $1.42M 0.15% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 1,109 shares; 2026Q1: not reported; 2026Q2: 13,241 shares 13,241 $1.38M 0.14% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,686 shares; 2024Q4: 3,950 shares; 2025Q1: 4,071 shares; 2025Q2: 4,088 shares; 2025Q3: 4,079 shares; 2025Q4: 3,326 shares; 2026Q1: 3,327 shares; 2026Q2: 3,554 shares 3,554 $1.37M 0.14% +227 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: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 5,541 shares; 2026Q2: 5,541 shares 5,541 $1.34M 0.14% 0 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: 2,733 shares; 2024Q4: 1,719 shares; 2025Q1: 2,845 shares; 2025Q2: 2,859 shares; 2025Q3: 2,743 shares; 2025Q4: 2,699 shares; 2026Q1: 2,555 shares; 2026Q2: 3,113 shares 3,113 $1.33M 0.14% +558 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: 790 shares; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 874 shares; 2025Q3: 896 shares; 2025Q4: 894 shares; 2026Q1: 989 shares; 2026Q2: 1,128 shares 1,128 $1.33M 0.14% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: not reported; 2026Q2: 11,497 shares 11,497 $1.31M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: not reported; 2026Q2: 4,397 shares 4,397 $1.24M 0.13% 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: 9,952 shares; 2024Q4: 7,997 shares; 2025Q1: 10,807 shares; 2025Q2: 10,853 shares; 2025Q3: 10,519 shares; 2025Q4: 10,578 shares; 2026Q1: 11,018 shares; 2026Q2: 12,701 shares 12,701 $1.22M 0.13% +1,683 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 86 shares; 2026Q1: not reported; 2026Q2: 533 shares 533 $1.21M 0.13% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 330 shares; 2026Q1: not reported; 2026Q2: 10,851 shares 10,851 $1.2M 0.13% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,167 shares; 2024Q4: 20,474 shares; 2025Q1: 20,662 shares; 2025Q2: 14,162 shares; 2025Q3: 14,175 shares; 2025Q4: 9,153 shares; 2026Q1: 17,973 shares; 2026Q2: 17,973 shares 17,973 $1.18M 0.12% 0 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: 6,979 shares; 2024Q4: not reported; 2025Q1: 10,442 shares; 2025Q2: 12,783 shares; 2025Q3: 11,449 shares; 2025Q4: 10,906 shares; 2026Q1: 10,238 shares; 2026Q2: 14,498 shares 14,498 $1.18M 0.12% +4,260 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD 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: 144,702 shares; 2026Q2: 70,718 shares 70,718 $1.12M 0.12% -73,984 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: 1,737 shares; 2024Q4: 541 shares; 2025Q1: 1,819 shares; 2025Q2: 2,081 shares; 2025Q3: 1,718 shares; 2025Q4: 1,586 shares; 2026Q1: 1,246 shares; 2026Q2: 2,644 shares 2,644 $1.1M 0.12% +1,398 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 116 shares; 2026Q1: not reported; 2026Q2: 4,130 shares 4,130 $1.08M 0.11% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,603 shares; 2024Q4: 6,140 shares; 2025Q1: 7,076 shares; 2025Q2: 7,281 shares; 2025Q3: 7,327 shares; 2025Q4: 7,434 shares; 2026Q1: 6,111 shares; 2026Q2: 7,366 shares 7,366 $1.07M 0.11% +1,255 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: not reported; 2025Q1: 5,136 shares; 2025Q2: 5,372 shares; 2025Q3: 5,312 shares; 2025Q4: 5,388 shares; 2026Q1: 5,301 shares; 2026Q2: 6,667 shares 6,667 $1.04M 0.11% +1,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares; 2026Q1: not reported; 2026Q2: 10,861 shares 10,861 $1.04M 0.11% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,533 shares; 2025Q2: 9,428 shares; 2025Q3: 7,709 shares; 2025Q4: 6,470 shares; 2026Q1: 5,841 shares; 2026Q2: 14,264 shares 14,264 $1.03M 0.11% +8,423 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: 4,569 shares 4,569 $1.02M 0.11% new 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: 4,681 shares; 2024Q4: not reported; 2025Q1: 4,222 shares; 2025Q2: 4,038 shares; 2025Q3: 4,012 shares; 2025Q4: 4,240 shares; 2026Q1: 5,090 shares; 2026Q2: 7,919 shares 7,919 $1.02M 0.11% +2,829 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: 37,062 shares 37,062 $1.01M 0.11% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,536 shares; 2024Q4: not reported; 2025Q1: 5,404 shares; 2025Q2: 5,965 shares; 2025Q3: 5,816 shares; 2025Q4: 5,897 shares; 2026Q1: 6,596 shares; 2026Q2: 7,467 shares 7,467 $1.01M 0.11% +871 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 368 shares; 2026Q1: not reported; 2026Q2: 6,680 shares 6,680 $1.01M 0.11% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,569 shares 4,569 $1.01M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 1,987 shares; 2026Q2: 7,864 shares 7,864 $976K 0.1% +5,877 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 842 shares; 2026Q1: not reported; 2026Q2: 23,516 shares 23,516 $972K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,365 shares; 2025Q2: 3,430 shares; 2025Q3: 3,446 shares; 2025Q4: 3,704 shares; 2026Q1: 4,142 shares; 2026Q2: 5,435 shares 5,435 $958K 0.1% +1,293 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: 3,510 shares; 2024Q4: 4,385 shares; 2025Q1: 3,962 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 3,129 shares; 2026Q1: 3,137 shares; 2026Q2: 3,061 shares 3,061 $928K 0.1% -76 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 229 shares; 2026Q1: not reported; 2026Q2: 10,833 shares 10,833 $916K 0.1% new Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 323 shares; 2026Q1: not reported; 2026Q2: 5,798 shares 5,798 $897K 0.09% new 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: 2,146 shares; 2024Q4: not reported; 2025Q1: 2,221 shares; 2025Q2: 2,178 shares; 2025Q3: 1,852 shares; 2025Q4: 2,463 shares; 2026Q1: 1,916 shares; 2026Q2: 7,199 shares 7,199 $896K 0.09% +5,283 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: 1,640 shares; 2024Q4: not reported; 2025Q1: 1,834 shares; 2025Q2: 1,539 shares; 2025Q3: 1,590 shares; 2025Q4: 1,356 shares; 2026Q1: 1,480 shares; 2026Q2: 2,994 shares 2,994 $892K 0.09% +1,514 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 493 shares; 2025Q3: 434 shares; 2025Q4: 448 shares; 2026Q1: 458 shares; 2026Q2: 1,181 shares 1,181 $892K 0.09% +723 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: 166 shares; 2026Q1: not reported; 2026Q2: 3,627 shares 3,627 $863K 0.09% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 470 shares; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $824K 0.09% 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: 464 shares; 2026Q1: not reported; 2026Q2: 2,397 shares 2,397 $817K 0.09% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,693 shares; 2024Q4: 29,868 shares; 2025Q1: 28,239 shares; 2025Q2: 20,295 shares; 2025Q3: 11,552 shares; 2025Q4: 9,606 shares; 2026Q1: 9,665 shares; 2026Q2: 9,654 shares 9,654 $794K 0.08% -11 Timeline DSI 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: 6,300 shares; 2026Q1: 6,257 shares; 2026Q2: 5,568 shares 5,568 $793K 0.08% -689 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,885 shares; 2025Q2: 6,236 shares; 2025Q3: 5,887 shares; 2025Q4: 5,148 shares; 2026Q1: 3,986 shares; 2026Q2: 4,320 shares 4,320 $781K 0.08% +334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,080 shares; 2026Q1: not reported; 2026Q2: 7,444 shares 7,444 $770K 0.08% 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: 289 shares; 2024Q4: 1,010 shares; 2025Q1: 1,528 shares; 2025Q2: 1,893 shares; 2025Q3: 1,578 shares; 2025Q4: 16,146 shares; 2026Q1: 7,181 shares; 2026Q2: 10,290 shares 10,290 $735K 0.08% +3,109 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,111 shares; 2025Q1: 2,024 shares; 2025Q2: 2,088 shares; 2025Q3: 1,997 shares; 2025Q4: 1,947 shares; 2026Q1: 2,095 shares; 2026Q2: 4,311 shares 4,311 $723K 0.08% +2,216 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: not reported; 2026Q2: 2,982 shares 2,982 $721K 0.08% 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: 826 shares; 2026Q1: not reported; 2026Q2: 4,399 shares 4,399 $712K 0.07% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 1,033 shares; 2025Q3: 1,038 shares; 2025Q4: 1,058 shares; 2026Q1: 1,166 shares; 2026Q2: 1,413 shares 1,413 $708K 0.07% +247 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,138 shares; 2026Q1: 24,728 shares; 2026Q2: 26,690 shares 26,690 $704K 0.07% +1,962 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: not reported; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 2,020 shares; 2025Q3: 1,089 shares; 2025Q4: 1,176 shares; 2026Q1: 1,274 shares; 2026Q2: 2,496 shares 2,496 $702K 0.07% +1,222 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: not reported; 2026Q2: 9,790 shares 9,790 $701K 0.07% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,957 shares; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 5,087 shares; 2025Q3: 5,527 shares; 2025Q4: 5,169 shares; 2026Q1: 5,301 shares; 2026Q2: 5,459 shares 5,459 $672K 0.07% +158 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,775 shares; 2025Q2: 6,085 shares; 2025Q3: 6,010 shares; 2025Q4: 7,372 shares; 2026Q1: 7,472 shares; 2026Q2: 7,487 shares 7,487 $666K 0.07% +15 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: 1,998 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,261 shares; 2025Q3: 2,213 shares; 2025Q4: 2,167 shares; 2026Q1: 2,023 shares; 2026Q2: 2,555 shares 2,555 $665K 0.07% +532 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 496 shares; 2026Q1: not reported; 2026Q2: 5,663 shares 5,663 $661K 0.07% 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: 2,286 shares; 2026Q1: not reported; 2026Q2: 2,586 shares 2,586 $661K 0.07% new Timeline HYMB 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: 14,158 shares; 2025Q4: 20,782 shares; 2026Q1: 25,844 shares; 2026Q2: 25,940 shares 25,940 $660K 0.07% +96 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: 3,054 shares; 2024Q4: 3,556 shares; 2025Q1: 3,395 shares; 2025Q2: 2,985 shares; 2025Q3: 2,701 shares; 2025Q4: 2,702 shares; 2026Q1: 2,221 shares; 2026Q2: 2,196 shares 2,196 $660K 0.07% -25 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: 10,000 shares; 2025Q1: 10,796 shares; 2025Q2: 11,128 shares; 2025Q3: 12,165 shares; 2025Q4: 12,963 shares; 2026Q1: 3,274 shares; 2026Q2: 5,412 shares 5,412 $631K 0.07% +2,138 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: 319 shares; 2026Q1: not reported; 2026Q2: 8,557 shares 8,557 $623K 0.07% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: not reported; 2026Q2: 13,489 shares 13,489 $582K 0.06% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,588 shares; 2026Q1: not reported; 2026Q2: 11,643 shares 11,643 $580K 0.06% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,318 shares; 2026Q1: not reported; 2026Q2: 5,962 shares 5,962 $573K 0.06% 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: 696 shares; 2026Q1: not reported; 2026Q2: 4,341 shares 4,341 $563K 0.06% new Timeline WAT WATERS CORP More: the full row for WATERS 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: 28 shares; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488 $558K 0.06% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,466 shares; 2025Q3: 1,436 shares; 2025Q4: 1,443 shares; 2026Q1: 1,497 shares; 2026Q2: 1,669 shares 1,669 $554K 0.06% +172 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: not reported; 2026Q2: 531 shares 531 $554K 0.06% new 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: 486 shares; 2026Q1: not reported; 2026Q2: 543 shares 543 $524K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 1,674 shares; 2025Q3: 1,682 shares; 2025Q4: 1,721 shares; 2026Q1: 1,854 shares; 2026Q2: 2,122 shares 2,122 $523K 0.05% +268 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $521K 0.05% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: 2,489 shares; 2026Q2: 3,677 shares 3,677 $515K 0.05% +1,188 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,032 shares; 2024Q4: not reported; 2025Q1: 2,047 shares; 2025Q2: 2,078 shares; 2025Q3: 2,081 shares; 2025Q4: 2,080 shares; 2026Q1: 2,169 shares; 2026Q2: 2,279 shares 2,279 $511K 0.05% +110 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,165 shares; 2026Q2: 6,165 shares 6,165 $501K 0.05% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 1,710 shares; 2026Q1: not reported; 2026Q2: 14,704 shares 14,704 $499K 0.05% new 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: 34,570 shares; 2024Q4: 12,102 shares; 2025Q1: 25,246 shares; 2025Q2: 24,378 shares; 2025Q3: 22,231 shares; 2025Q4: 16,785 shares; 2026Q1: 16,419 shares; 2026Q2: 20,580 shares 20,580 $496K 0.05% +4,161 Timeline BAX BAXTER INTL INC More: the full row for BAXTER 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: 506 shares; 2026Q1: not reported; 2026Q2: 22,572 shares 22,572 $481K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 474 shares; 2026Q1: not reported; 2026Q2: 1,590 shares 1,590 $474K 0.05% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: 2,363 shares; 2025Q3: 2,357 shares; 2025Q4: 2,230 shares; 2026Q1: 2,256 shares; 2026Q2: 2,932 shares 2,932 $469K 0.05% +676 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 510 shares; 2025Q3: 550 shares; 2025Q4: 527 shares; 2026Q1: 657 shares; 2026Q2: 898 shares 898 $466K 0.05% +241 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 316 shares; 2026Q1: not reported; 2026Q2: 11,910 shares 11,910 $464K 0.05% new 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: 1,413 shares; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 1,386 shares; 2025Q3: 1,385 shares; 2025Q4: 1,345 shares; 2026Q1: 1,289 shares; 2026Q2: 1,694 shares 1,694 $458K 0.05% +405 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 5,372 shares 5,372 $455K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: not reported; 2026Q2: 909 shares 909 $450K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,917 shares; 2025Q2: 3,120 shares; 2025Q3: 3,172 shares; 2025Q4: 3,323 shares; 2026Q1: 2,461 shares; 2026Q2: 3,502 shares 3,502 $442K 0.05% +1,041 Timeline SDCI USCF ETF TR More: the full row for USCF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,691 shares 16,691 $441K 0.05% new 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: 12,268 shares; 2024Q4: not reported; 2025Q1: 25,956 shares; 2025Q2: 36,740 shares; 2025Q3: 30,957 shares; 2025Q4: 23,362 shares; 2026Q1: 21,188 shares; 2026Q2: 20,886 shares 20,886 $432K 0.05% -302 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 139 shares; 2026Q1: not reported; 2026Q2: 994 shares 994 $429K 0.05% 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: 1,038 shares; 2026Q1: 1,227 shares; 2026Q2: 1,998 shares 1,998 $425K 0.04% +771 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,914 shares; 2024Q4: 7,914 shares; 2025Q1: 7,914 shares; 2025Q2: 7,914 shares; 2025Q3: 7,914 shares; 2025Q4: 7,914 shares; 2026Q1: 7,914 shares; 2026Q2: 7,914 shares 7,914 $415K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: not reported; 2026Q2: 2,838 shares 2,838 $406K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,637 shares; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: 4,036 shares; 2025Q3: 3,976 shares; 2025Q4: 3,937 shares; 2026Q1: 4,000 shares; 2026Q2: 4,353 shares 4,353 $404K 0.04% +353 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 340 shares; 2026Q1: not reported; 2026Q2: 4,396 shares 4,396 $401K 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 339 shares; 2026Q1: not reported; 2026Q2: 2,585 shares 2,585 $397K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 1,383 shares; 2025Q3: 1,474 shares; 2025Q4: 1,183 shares; 2026Q1: 955 shares; 2026Q2: 1,393 shares 1,393 $384K 0.04% +438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,288 shares; 2025Q3: 5,969 shares; 2025Q4: 5,809 shares; 2026Q1: 6,088 shares; 2026Q2: 8,049 shares 8,049 $383K 0.04% +1,961 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: 2,047 shares; 2025Q2: 1,974 shares; 2025Q3: 1,971 shares; 2025Q4: 2,017 shares; 2026Q1: 2,306 shares; 2026Q2: 2,806 shares 2,806 $380K 0.04% +500 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 178 shares; 2026Q1: not reported; 2026Q2: 1,655 shares 1,655 $375K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: not reported; 2026Q2: 944 shares 944 $375K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 434 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $375K 0.04% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: not reported; 2025Q1: 6,464 shares; 2025Q2: 9,026 shares; 2025Q3: 7,847 shares; 2025Q4: 6,973 shares; 2026Q1: 5,763 shares; 2026Q2: 5,019 shares 5,019 $374K 0.04% -744 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 564 shares; 2026Q1: not reported; 2026Q2: 1,786 shares 1,786 $366K 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 539 shares; 2025Q3: 522 shares; 2025Q4: 568 shares; 2026Q1: 657 shares; 2026Q2: 737 shares 737 $366K 0.04% +80 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: 115 shares; 2026Q1: not reported; 2026Q2: 264 shares 264 $365K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 1,765 shares; 2025Q3: 1,483 shares; 2025Q4: 1,529 shares; 2026Q1: 1,391 shares; 2026Q2: 1,530 shares 1,530 $364K 0.04% +139 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 3,344 shares; 2025Q3: 3,283 shares; 2025Q4: 3,332 shares; 2026Q1: 3,410 shares; 2026Q2: 3,977 shares 3,977 $356K 0.04% +567 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: not reported; 2025Q1: 2,625 shares; 2025Q2: 2,745 shares; 2025Q3: 2,750 shares; 2025Q4: 2,836 shares; 2026Q1: 2,498 shares; 2026Q2: 3,873 shares 3,873 $351K 0.04% +1,375 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 555 shares; 2025Q3: 566 shares; 2025Q4: 586 shares; 2026Q1: 588 shares; 2026Q2: 857 shares 857 $349K 0.04% +269 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: 5,038 shares; 2024Q4: not reported; 2025Q1: 9,643 shares; 2025Q2: 16,869 shares; 2025Q3: 12,270 shares; 2025Q4: 8,210 shares; 2026Q1: 8,499 shares; 2026Q2: 8,051 shares 8,051 $341K 0.04% -448 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW 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: 832 shares; 2026Q1: not reported; 2026Q2: 11,023 shares 11,023 $333K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 559 shares; 2026Q1: not reported; 2026Q2: 2,968 shares 2,968 $332K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: not reported; 2026Q2: 463 shares 463 $330K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614 shares; 2026Q1: 640 shares; 2026Q2: 960 shares 960 $327K 0.03% +320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares; 2026Q2: 877 shares 877 $325K 0.03% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 1,510 shares; 2026Q1: not reported; 2026Q2: 11,815 shares 11,815 $315K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: not reported; 2025Q1: 3,920 shares; 2025Q2: 4,281 shares; 2025Q3: 4,028 shares; 2025Q4: 3,902 shares; 2026Q1: 4,387 shares; 2026Q2: 5,401 shares 5,401 $312K 0.03% +1,014 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,374 shares; 2026Q1: 1,535 shares; 2026Q2: 2,086 shares 2,086 $305K 0.03% +551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 395 shares; 2026Q2: 598 shares 598 $305K 0.03% +203 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO 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: 9,745 shares 9,745 $303K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,010 shares; 2025Q3: not reported; 2025Q4: 2,095 shares; 2026Q1: not reported; 2026Q2: 3,557 shares 3,557 $301K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: not reported; 2026Q2: 650 shares 650 $294K 0.03% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $291K 0.03% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 355 shares; 2026Q1: not reported; 2026Q2: 1,704 shares 1,704 $289K 0.03% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 8,306 shares 8,306 $288K 0.03% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: not reported; 2026Q2: 1,854 shares 1,854 $286K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,806 shares; 2025Q2: 9,333 shares; 2025Q3: 7,902 shares; 2025Q4: 6,868 shares; 2026Q1: 5,960 shares; 2026Q2: 5,999 shares 5,999 $280K 0.03% +39 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 767 shares; 2026Q1: not reported; 2026Q2: 2,985 shares 2,985 $280K 0.03% new Timeline SLM SLM CORP More: the full row for SLM 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: 455 shares; 2026Q1: not reported; 2026Q2: 10,764 shares 10,764 $279K 0.03% 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: 10,300 shares; 2024Q4: not reported; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 6,715 shares 6,715 $278K 0.03% -485 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 30 shares; 2026Q1: not reported; 2026Q2: 204 shares 204 $278K 0.03% 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: 412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: not reported; 2026Q2: 697 shares 697 $277K 0.03% new 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: 1,050 shares; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,693 shares; 2025Q3: 1,450 shares; 2025Q4: 1,390 shares; 2026Q1: 1,310 shares; 2026Q2: 1,254 shares 1,254 $277K 0.03% -56 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 631 shares; 2026Q1: not reported; 2026Q2: 5,729 shares 5,729 $275K 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: 109 shares; 2026Q1: not reported; 2026Q2: 280 shares 280 $274K 0.03% new 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: 520 shares; 2026Q1: not reported; 2026Q2: 1,615 shares 1,615 $273K 0.03% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 538 shares; 2026Q1: not reported; 2026Q2: 8,006 shares 8,006 $266K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 396 shares; 2026Q1: not reported; 2026Q2: 1,189 shares 1,189 $266K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: not reported; 2026Q2: 804 shares 804 $266K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON 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: 531 shares; 2026Q1: not reported; 2026Q2: 1,036 shares 1,036 $265K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 895 shares; 2026Q1: not reported; 2026Q2: 4,193 shares 4,193 $264K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 951 shares; 2026Q1: 1,089 shares; 2026Q2: 1,383 shares 1,383 $263K 0.03% +294 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: not reported; 2026Q2: 805 shares 805 $253K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: not reported; 2026Q2: 222 shares 222 $252K 0.03% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,066 shares; 2024Q4: 6,066 shares; 2025Q1: 6,066 shares; 2025Q2: 4,333 shares; 2025Q3: 4,333 shares; 2025Q4: 4,333 shares; 2026Q1: 4,333 shares; 2026Q2: 4,333 shares 4,333 $250K 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 476 shares; 2026Q1: 512 shares; 2026Q2: 639 shares 639 $249K 0.03% +127 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: 214 shares; 2026Q1: not reported; 2026Q2: 924 shares 924 $248K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,006 shares; 2025Q1: 3,460 shares; 2025Q2: 3,507 shares; 2025Q3: 3,526 shares; 2025Q4: 3,554 shares; 2026Q1: not reported; 2026Q2: 782 shares 782 $248K 0.03% new 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: 87 shares; 2026Q1: not reported; 2026Q2: 739 shares 739 $247K 0.03% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 557 shares; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $246K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $243K 0.03% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: not reported; 2026Q2: 677 shares 677 $242K 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 1,004 shares; 2026Q1: not reported; 2026Q2: 1,906 shares 1,906 $241K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467 shares; 2026Q1: not reported; 2026Q2: 1,075 shares 1,075 $240K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: not reported; 2026Q2: 2,595 shares 2,595 $239K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: not reported; 2026Q2: 2,348 shares 2,348 $235K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 2,369 shares; 2026Q1: not reported; 2026Q2: 7,320 shares 7,320 $234K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: not reported; 2026Q2: 325 shares 325 $234K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: 2,265 shares; 2025Q1: 4,989 shares; 2025Q2: 5,073 shares; 2025Q3: 5,062 shares; 2025Q4: 5,283 shares; 2026Q1: 5,261 shares; 2026Q2: 5,424 shares 5,424 $231K 0.02% +163 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 2,519 shares; 2026Q1: not reported; 2026Q2: 4,167 shares 4,167 $231K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 34 shares; 2026Q1: not reported; 2026Q2: 919 shares 919 $231K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 1,244 shares; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107 $231K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: not reported; 2026Q2: 448 shares 448 $231K 0.02% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 421 shares; 2026Q1: not reported; 2026Q2: 3,775 shares 3,775 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: not reported; 2026Q2: 792 shares 792 $230K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares; 2026Q1: not reported; 2026Q2: 2,505 shares 2,505 $230K 0.02% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: not reported; 2026Q2: 761 shares 761 $230K 0.02% new 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: 1,016 shares; 2026Q1: not reported; 2026Q2: 3,680 shares 3,680 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,250 shares; 2025Q2: 4,068 shares; 2025Q3: 3,246 shares; 2025Q4: 2,627 shares; 2026Q1: 1,921 shares; 2026Q2: 1,650 shares 1,650 $226K 0.02% -271 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: not reported; 2024Q4: not reported; 2025Q1: 4,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: not reported; 2026Q2: 3,912 shares 3,912 $225K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: not reported; 2026Q2: 328 shares 328 $225K 0.02% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 324 shares; 2026Q1: not reported; 2026Q2: 831 shares 831 $223K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: not reported; 2026Q2: 1,035 shares 1,035 $221K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,402 shares; 2026Q1: 2,546 shares; 2026Q2: 2,689 shares 2,689 $220K 0.02% +143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: not reported; 2026Q2: 393 shares 393 $220K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 805 shares; 2025Q3: 831 shares; 2025Q4: 882 shares; 2026Q1: 781 shares; 2026Q2: 882 shares 882 $219K 0.02% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: not reported; 2026Q2: 659 shares 659 $218K 0.02% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 3,247 shares 3,247 $215K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 65 shares; 2026Q1: not reported; 2026Q2: 541 shares 541 $215K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: not reported; 2026Q2: 382 shares 382 $214K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 112 shares; 2026Q1: not reported; 2026Q2: 442 shares 442 $214K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 50 shares; 2026Q1: not reported; 2026Q2: 107 shares 107 $213K 0.02% new Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL 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: 6 shares; 2026Q1: not reported; 2026Q2: 2,424 shares 2,424 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: not reported; 2026Q2: 760 shares 760 $212K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: not reported; 2026Q2: 66 shares 66 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: not reported; 2026Q2: 414 shares 414 $211K 0.02% new 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: 3,382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: not reported; 2026Q2: 2,862 shares 2,862 $207K 0.02% 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: 1,246 shares; 2026Q1: not reported; 2026Q2: 2,207 shares 2,207 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: not reported; 2026Q2: 654 shares 654 $206K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: not reported; 2026Q2: 1,148 shares 1,148 $205K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $203K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 360 shares; 2026Q1: not reported; 2026Q2: 1,532 shares 1,532 $203K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 190 shares; 2026Q1: not reported; 2026Q2: 514 shares 514 $203K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274 shares; 2026Q1: not reported; 2026Q2: 886 shares 886 $201K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,655 shares; 2026Q1: not reported; 2026Q2: 13,386 shares 13,386 $186K 0.02% new Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: not reported; 2026Q2: 10,200 shares 10,200 $86.8K 0.01% new Timeline