AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,661 shares; 2024Q4: 656,685 shares; 2025Q1: 652,266 shares; 2025Q2: 651,076 shares; 2025Q3: 650,123 shares; 2025Q4: 641,559 shares; 2026Q1: 640,727 shares; 2026Q2: 641,048 shares 641,048 $185M 10.37% +321 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: 376,714 shares; 2024Q4: 367,657 shares; 2025Q1: 357,201 shares; 2025Q2: 343,779 shares; 2025Q3: 330,455 shares; 2025Q4: 324,794 shares; 2026Q1: 320,282 shares; 2026Q2: 317,853 shares 317,853 $120M 6.71% -2,429 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: 283,610 shares; 2024Q4: 280,138 shares; 2025Q1: 281,584 shares; 2025Q2: 280,684 shares; 2025Q3: 283,883 shares; 2025Q4: 283,676 shares; 2026Q1: 284,247 shares; 2026Q2: 283,954 shares 283,954 $101M 5.67% -293 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,648 shares; 2024Q4: 370,991 shares; 2025Q1: 374,028 shares; 2025Q2: 374,892 shares; 2025Q3: 374,368 shares; 2025Q4: 376,768 shares; 2026Q1: 383,616 shares; 2026Q2: 384,366 shares 384,366 $76.9M 4.3% +750 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: 198,665 shares; 2024Q4: 199,947 shares; 2025Q1: 199,165 shares; 2025Q2: 199,356 shares; 2025Q3: 200,474 shares; 2025Q4: 200,697 shares; 2026Q1: 199,550 shares; 2026Q2: 195,726 shares 195,726 $73M 4.08% -3,824 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: 236,552 shares; 2024Q4: 238,794 shares; 2025Q1: 243,816 shares; 2025Q2: 244,588 shares; 2025Q3: 247,031 shares; 2025Q4: 247,937 shares; 2026Q1: 252,000 shares; 2026Q2: 252,219 shares 252,219 $60.1M 3.36% +219 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: 56,807 shares; 2024Q4: 55,099 shares; 2025Q1: 54,701 shares; 2025Q2: 53,028 shares; 2025Q3: 52,156 shares; 2025Q4: 51,068 shares; 2026Q1: 50,623 shares; 2026Q2: 49,397 shares 49,397 $59.2M 3.31% -1,226 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: 121,245 shares; 2024Q4: 125,116 shares; 2025Q1: 127,237 shares; 2025Q2: 131,533 shares; 2025Q3: 134,520 shares; 2025Q4: 134,578 shares; 2026Q1: 136,055 shares; 2026Q2: 136,259 shares 136,259 $44.6M 2.49% +204 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: 119,980 shares; 2024Q4: 120,451 shares; 2025Q1: 121,054 shares; 2025Q2: 120,860 shares; 2025Q3: 122,272 shares; 2025Q4: 122,321 shares; 2026Q1: 121,438 shares; 2026Q2: 121,064 shares 121,064 $41.5M 2.32% -374 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: 324,422 shares; 2024Q4: 324,632 shares; 2025Q1: 323,911 shares; 2025Q2: 308,653 shares; 2025Q3: 306,650 shares; 2025Q4: 298,114 shares; 2026Q1: 297,619 shares; 2026Q2: 297,092 shares 297,092 $40.2M 2.25% -527 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: 33,160 shares; 2024Q4: 35,892 shares; 2025Q1: 38,210 shares; 2025Q2: 38,517 shares; 2025Q3: 38,804 shares; 2025Q4: 38,814 shares; 2026Q1: 38,956 shares; 2026Q2: 39,055 shares 39,055 $39.5M 2.21% +99 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: 117,637 shares; 2024Q4: 118,460 shares; 2025Q1: 119,272 shares; 2025Q2: 116,869 shares; 2025Q3: 117,863 shares; 2025Q4: 117,945 shares; 2026Q1: 119,936 shares; 2026Q2: 119,744 shares 119,744 $30.1M 1.68% -192 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: 36,541 shares; 2024Q4: 36,711 shares; 2025Q1: 37,035 shares; 2025Q2: 37,062 shares; 2025Q3: 37,412 shares; 2025Q4: 37,447 shares; 2026Q1: 39,283 shares; 2026Q2: 39,615 shares 39,615 $28.6M 1.6% +332 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: 40,244 shares; 2024Q4: 41,351 shares; 2025Q1: 41,921 shares; 2025Q2: 42,764 shares; 2025Q3: 43,431 shares; 2025Q4: 43,005 shares; 2026Q1: 44,809 shares; 2026Q2: 45,789 shares 45,789 $25.8M 1.44% +980 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: 56,240 shares; 2024Q4: 56,882 shares; 2025Q1: 57,508 shares; 2025Q2: 57,678 shares; 2025Q3: 58,220 shares; 2025Q4: 58,133 shares; 2026Q1: 57,702 shares; 2026Q2: 57,686 shares 57,686 $22.9M 1.28% -16 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: 24,193 shares; 2024Q4: 22,696 shares; 2025Q1: 25,550 shares; 2025Q2: 24,388 shares; 2025Q3: 24,308 shares; 2025Q4: 24,910 shares; 2026Q1: 28,703 shares; 2026Q2: 32,914 shares 32,914 $22.6M 1.26% +4,211 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: 51,023 shares; 2024Q4: 50,696 shares; 2025Q1: 50,569 shares; 2025Q2: 51,715 shares; 2025Q3: 52,026 shares; 2025Q4: 52,058 shares; 2026Q1: 52,186 shares; 2026Q2: 52,131 shares 52,131 $22.2M 1.24% -55 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: 129,100 shares; 2024Q4: 131,604 shares; 2025Q1: 132,919 shares; 2025Q2: 138,840 shares; 2025Q3: 141,283 shares; 2025Q4: 142,123 shares; 2026Q1: 143,696 shares; 2026Q2: 145,107 shares 145,107 $22M 1.23% +1,411 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: 176,874 shares; 2024Q4: 178,599 shares; 2025Q1: 180,148 shares; 2025Q2: 188,878 shares; 2025Q3: 191,957 shares; 2025Q4: 190,059 shares; 2026Q1: 192,877 shares; 2026Q2: 192,306 shares 192,306 $21.8M 1.22% -571 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: 30,707 shares; 2024Q4: 61,770 shares; 2025Q1: 61,370 shares; 2025Q2: 61,151 shares; 2025Q3: 63,292 shares; 2025Q4: 63,234 shares; 2026Q1: 63,754 shares; 2026Q2: 63,561 shares 63,561 $21.7M 1.21% -193 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: 60,691 shares; 2024Q4: 62,382 shares; 2025Q1: 70,114 shares; 2025Q2: 68,039 shares; 2025Q3: 66,210 shares; 2025Q4: 66,525 shares; 2026Q1: 65,684 shares; 2026Q2: 62,463 shares 62,463 $20.9M 1.17% -3,221 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,415 shares; 2024Q4: 133,923 shares; 2025Q1: 134,272 shares; 2025Q2: 138,139 shares; 2025Q3: 139,802 shares; 2025Q4: 138,357 shares; 2026Q1: 138,598 shares; 2026Q2: 138,091 shares 138,091 $20.2M 1.13% -507 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,387 shares; 2024Q4: 151,108 shares; 2025Q1: 151,461 shares; 2025Q2: 150,849 shares; 2025Q3: 146,487 shares; 2025Q4: 146,144 shares; 2026Q1: 147,214 shares; 2026Q2: 147,302 shares 147,302 $20.1M 1.13% +88 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: 51,192 shares; 2024Q4: 51,829 shares; 2025Q1: 52,527 shares; 2025Q2: 52,543 shares; 2025Q3: 52,886 shares; 2025Q4: 52,928 shares; 2026Q1: 53,343 shares; 2026Q2: 53,622 shares 53,622 $19.9M 1.11% +279 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: 53,173 shares; 2024Q4: 53,841 shares; 2025Q1: 53,918 shares; 2025Q2: 54,398 shares; 2025Q3: 56,770 shares; 2025Q4: 56,545 shares; 2026Q1: 57,204 shares; 2026Q2: 56,326 shares 56,326 $19.9M 1.11% -878 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: 33,948 shares; 2024Q4: 34,441 shares; 2025Q1: 35,059 shares; 2025Q2: 35,065 shares; 2025Q3: 35,292 shares; 2025Q4: 34,164 shares; 2026Q1: 34,248 shares; 2026Q2: 34,088 shares 34,088 $17.1M 0.95% -160 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: 44,548 shares; 2024Q4: 44,537 shares; 2025Q1: 44,280 shares; 2025Q2: 44,230 shares; 2025Q3: 44,152 shares; 2025Q4: 43,999 shares; 2026Q1: 43,860 shares; 2026Q2: 44,131 shares 44,131 $15.6M 0.87% +271 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: 96,180 shares; 2024Q4: 96,780 shares; 2025Q1: 97,424 shares; 2025Q2: 94,140 shares; 2025Q3: 93,873 shares; 2025Q4: 89,461 shares; 2026Q1: 89,167 shares; 2026Q2: 87,725 shares 87,725 $14.9M 0.83% -1,442 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: 72,404 shares; 2024Q4: 72,567 shares; 2025Q1: 77,724 shares; 2025Q2: 77,658 shares; 2025Q3: 77,942 shares; 2025Q4: 79,948 shares; 2026Q1: 78,459 shares; 2026Q2: 78,208 shares 78,208 $14.9M 0.83% -251 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,096 shares; 2025Q3: 18,937 shares; 2025Q4: 26,473 shares; 2026Q1: 29,922 shares; 2026Q2: 30,750 shares 30,750 $14.7M 0.82% +828 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: 199,190 shares; 2024Q4: 217,972 shares; 2025Q1: 219,438 shares; 2025Q2: 220,375 shares; 2025Q3: 223,495 shares; 2025Q4: 240,237 shares; 2026Q1: 245,965 shares; 2026Q2: 247,454 shares 247,454 $14.1M 0.79% +1,489 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: 28,185 shares; 2024Q4: 28,616 shares; 2025Q1: 29,607 shares; 2025Q2: 22,682 shares; 2025Q3: 29,496 shares; 2025Q4: 30,580 shares; 2026Q1: 28,745 shares; 2026Q2: 27,904 shares 27,904 $14M 0.78% -841 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,372 shares; 2024Q4: 63,231 shares; 2025Q1: 63,186 shares; 2025Q2: 62,927 shares; 2025Q3: 62,816 shares; 2025Q4: 62,772 shares; 2026Q1: 62,475 shares; 2026Q2: 62,320 shares 62,320 $13.7M 0.77% -155 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: 81,759 shares; 2024Q4: 81,707 shares; 2025Q1: 85,779 shares; 2025Q2: 86,717 shares; 2025Q3: 81,569 shares; 2025Q4: 80,699 shares; 2026Q1: 81,499 shares; 2026Q2: 80,954 shares 80,954 $13.4M 0.75% -545 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: 26,601 shares; 2024Q4: 26,897 shares; 2025Q1: 26,817 shares; 2025Q2: 26,753 shares; 2025Q3: 26,896 shares; 2025Q4: 26,762 shares; 2026Q1: 26,719 shares; 2026Q2: 26,530 shares 26,530 $13M 0.73% -189 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,307 shares; 2024Q4: 141,271 shares; 2025Q1: 143,179 shares; 2025Q2: 142,643 shares; 2025Q3: 143,204 shares; 2025Q4: 149,175 shares; 2026Q1: 149,402 shares; 2026Q2: 143,763 shares 143,763 $13M 0.73% -5,639 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: 82,998 shares; 2024Q4: 84,214 shares; 2025Q1: 86,469 shares; 2025Q2: 86,687 shares; 2025Q3: 87,819 shares; 2025Q4: 88,264 shares; 2026Q1: 93,363 shares; 2026Q2: 93,824 shares 93,824 $12.8M 0.72% +461 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: 47,216 shares; 2024Q4: 47,372 shares; 2025Q1: 47,558 shares; 2025Q2: 47,945 shares; 2025Q3: 47,806 shares; 2025Q4: 47,424 shares; 2026Q1: 47,777 shares; 2026Q2: 47,143 shares 47,143 $12.8M 0.72% -634 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: 47,788 shares; 2024Q4: 44,127 shares; 2025Q1: 51,038 shares; 2025Q2: 54,212 shares; 2025Q3: 55,590 shares; 2025Q4: 55,969 shares; 2026Q1: 56,896 shares; 2026Q2: 57,977 shares 57,977 $12.6M 0.7% +1,081 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: 12,945 shares; 2024Q4: 13,506 shares; 2025Q1: 13,644 shares; 2025Q2: 14,115 shares; 2025Q3: 16,194 shares; 2025Q4: 16,136 shares; 2026Q1: 16,102 shares; 2026Q2: 16,145 shares 16,145 $11.5M 0.64% +43 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: 47,814 shares; 2024Q4: 47,829 shares; 2025Q1: 47,848 shares; 2025Q2: 47,768 shares; 2025Q3: 47,782 shares; 2025Q4: 47,279 shares; 2026Q1: 47,254 shares; 2026Q2: 46,563 shares 46,563 $11.5M 0.64% -691 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: 72,325 shares; 2024Q4: 72,305 shares; 2025Q1: 72,887 shares; 2025Q2: 76,663 shares; 2025Q3: 81,736 shares; 2025Q4: 81,112 shares; 2026Q1: 82,787 shares; 2026Q2: 93,823 shares 93,823 $11M 0.62% +11,036 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: 14,042 shares; 2024Q4: 14,524 shares; 2025Q1: 14,382 shares; 2025Q2: 14,478 shares; 2025Q3: 14,813 shares; 2025Q4: 14,858 shares; 2026Q1: 14,528 shares; 2026Q2: 14,453 shares 14,453 $10.8M 0.6% -75 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: 73,083 shares; 2024Q4: 74,752 shares; 2025Q1: 76,332 shares; 2025Q2: 76,922 shares; 2025Q3: 78,153 shares; 2025Q4: 78,256 shares; 2026Q1: 79,912 shares; 2026Q2: 79,481 shares 79,481 $9.78M 0.55% -431 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: 41,447 shares; 2024Q4: 42,634 shares; 2025Q1: 42,768 shares; 2025Q2: 25,620 shares; 2025Q3: 23,122 shares; 2025Q4: 22,831 shares; 2026Q1: 22,480 shares; 2026Q2: 23,464 shares 23,464 $9.75M 0.54% +984 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: 48,538 shares; 2024Q4: 48,674 shares; 2025Q1: 48,719 shares; 2025Q2: 43,070 shares; 2025Q3: 34,612 shares; 2025Q4: 30,417 shares; 2026Q1: 32,186 shares; 2026Q2: 32,184 shares 32,184 $9.59M 0.54% -2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,741 shares; 2024Q4: 60,303 shares; 2025Q1: 60,642 shares; 2025Q2: 60,886 shares; 2025Q3: 61,146 shares; 2025Q4: 60,787 shares; 2026Q1: 61,022 shares; 2026Q2: 57,514 shares 57,514 $9.59M 0.54% -3,508 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: 45,884 shares; 2024Q4: 45,952 shares; 2025Q1: 46,591 shares; 2025Q2: 48,384 shares; 2025Q3: 48,523 shares; 2025Q4: 48,634 shares; 2026Q1: 50,422 shares; 2026Q2: 50,084 shares 50,084 $9.5M 0.53% -338 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: 62,860 shares; 2024Q4: 61,802 shares; 2025Q1: 61,682 shares; 2025Q2: 75,841 shares; 2025Q3: 66,529 shares; 2025Q4: 66,522 shares; 2026Q1: 67,757 shares; 2026Q2: 68,055 shares 68,055 $8.75M 0.49% +298 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: 16,596 shares; 2024Q4: 16,758 shares; 2025Q1: 16,917 shares; 2025Q2: 16,905 shares; 2025Q3: 16,979 shares; 2025Q4: 16,879 shares; 2026Q1: 17,057 shares; 2026Q2: 16,934 shares 16,934 $8.62M 0.48% -123 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: 28,652 shares; 2024Q4: 29,777 shares; 2025Q1: 29,793 shares; 2025Q2: 32,876 shares; 2025Q3: 32,653 shares; 2025Q4: 32,586 shares; 2026Q1: 33,205 shares; 2026Q2: 30,983 shares 30,983 $7.87M 0.44% -2,222 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: 32,946 shares; 2024Q4: 33,854 shares; 2025Q1: 34,280 shares; 2025Q2: 34,471 shares; 2025Q3: 34,969 shares; 2025Q4: 35,203 shares; 2026Q1: 35,232 shares; 2026Q2: 35,105 shares 35,105 $7.48M 0.42% -127 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 363,375 shares; 2026Q1: 363,375 shares; 2026Q2: 363,375 shares 363,375 $7.04M 0.39% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,178 shares; 2024Q4: 79,851 shares; 2025Q1: 80,649 shares; 2025Q2: 81,302 shares; 2025Q3: 83,244 shares; 2025Q4: 84,614 shares; 2026Q1: 86,023 shares; 2026Q2: 86,928 shares 86,928 $6.65M 0.37% +905 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: 40,946 shares; 2024Q4: 41,114 shares; 2025Q1: 41,355 shares; 2025Q2: 43,122 shares; 2025Q3: 43,358 shares; 2025Q4: 43,389 shares; 2026Q1: 43,948 shares; 2026Q2: 44,281 shares 44,281 $6.47M 0.36% +333 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: 40,292 shares; 2024Q4: 40,292 shares; 2025Q1: 40,292 shares; 2025Q2: 40,292 shares; 2025Q3: 42,292 shares; 2025Q4: 42,084 shares; 2026Q1: 42,232 shares; 2026Q2: 42,232 shares 42,232 $6.19M 0.35% 0 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: 22,105 shares; 2024Q4: 22,098 shares; 2025Q1: 22,098 shares; 2025Q2: 22,098 shares; 2025Q3: 22,098 shares; 2025Q4: 22,098 shares; 2026Q1: 21,953 shares; 2026Q2: 21,925 shares 21,925 $5.93M 0.33% -28 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: 8,554 shares; 2024Q4: 9,467 shares; 2025Q1: 9,651 shares; 2025Q2: 10,172 shares; 2025Q3: 10,266 shares; 2025Q4: 10,125 shares; 2026Q1: 10,537 shares; 2026Q2: 10,589 shares 10,589 $5.5M 0.31% +52 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: 38,499 shares; 2024Q4: 39,103 shares; 2025Q1: 39,600 shares; 2025Q2: 44,761 shares; 2025Q3: 45,434 shares; 2025Q4: 38,829 shares; 2026Q1: 39,414 shares; 2026Q2: 40,195 shares 40,195 $5.45M 0.3% +781 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: 128,834 shares; 2024Q4: 130,133 shares; 2025Q1: 126,838 shares; 2025Q2: 126,077 shares; 2025Q3: 121,800 shares; 2025Q4: 121,817 shares; 2026Q1: 127,344 shares; 2026Q2: 123,698 shares 123,698 $5.28M 0.3% -3,646 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: 51,397 shares; 2024Q4: 52,738 shares; 2025Q1: 52,842 shares; 2025Q2: 53,139 shares; 2025Q3: 53,971 shares; 2025Q4: 54,005 shares; 2026Q1: 56,643 shares; 2026Q2: 56,704 shares 56,704 $5.23M 0.29% +61 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: 30,621 shares; 2024Q4: 30,299 shares; 2025Q1: 30,541 shares; 2025Q2: 31,888 shares; 2025Q3: 23,801 shares; 2025Q4: 21,667 shares; 2026Q1: 21,599 shares; 2026Q2: 19,996 shares 19,996 $5.11M 0.29% -1,603 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: 14,314 shares; 2025Q1: 14,478 shares; 2025Q2: 14,338 shares; 2025Q3: 14,338 shares; 2025Q4: 13,634 shares; 2026Q1: 13,634 shares; 2026Q2: 29,745 shares 29,745 $5.05M 0.28% +16,111 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: 33,021 shares; 2024Q4: 30,354 shares; 2025Q1: 30,261 shares; 2025Q2: 29,952 shares; 2025Q3: 30,033 shares; 2025Q4: 29,802 shares; 2026Q1: 29,949 shares; 2026Q2: 29,326 shares 29,326 $4.96M 0.28% -623 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,283 shares; 2026Q1: 21,241 shares; 2026Q2: 27,226 shares 27,226 $4.8M 0.27% +5,985 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 44,749 shares; 2025Q4: 49,071 shares; 2026Q1: 58,572 shares; 2026Q2: 90,061 shares 90,061 $4.8M 0.27% +31,489 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,856 shares; 2026Q1: 23,630 shares; 2026Q2: 25,841 shares 25,841 $4.67M 0.26% +2,211 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,514 shares; 2024Q4: 12,975 shares; 2025Q1: 14,013 shares; 2025Q2: 12,928 shares; 2025Q3: 13,296 shares; 2025Q4: 12,352 shares; 2026Q1: 13,378 shares; 2026Q2: 57,774 shares 57,774 $4.65M 0.26% +44,396 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,532 shares; 2024Q4: 27,356 shares; 2025Q1: 36,106 shares; 2025Q2: 38,320 shares; 2025Q3: 38,631 shares; 2025Q4: 38,823 shares; 2026Q1: 39,608 shares; 2026Q2: 40,071 shares 40,071 $4.6M 0.26% +463 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,499 shares; 2025Q2: 39,705 shares; 2025Q3: 42,100 shares; 2025Q4: 43,409 shares; 2026Q1: 44,657 shares; 2026Q2: 44,443 shares 44,443 $4.54M 0.25% -214 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 40,023 shares; 2025Q4: 81,358 shares; 2026Q1: 82,672 shares; 2026Q2: 86,242 shares 86,242 $4.5M 0.25% +3,570 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,807 shares; 2024Q4: 34,787 shares; 2025Q1: 34,852 shares; 2025Q2: 35,170 shares; 2025Q3: 35,355 shares; 2025Q4: 35,140 shares; 2026Q1: 34,683 shares; 2026Q2: 34,408 shares 34,408 $4.49M 0.25% -275 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: 19,946 shares 19,946 $4.44M 0.25% new 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: 5,539 shares; 2024Q4: 6,035 shares; 2025Q1: 6,231 shares; 2025Q2: 6,367 shares; 2025Q3: 6,581 shares; 2025Q4: 6,847 shares; 2026Q1: 7,045 shares; 2026Q2: 6,985 shares 6,985 $4.43M 0.25% -60 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: 19,946 shares 19,946 $4.39M 0.25% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,009 shares; 2024Q4: 19,068 shares; 2025Q1: 19,188 shares; 2025Q2: 20,004 shares; 2025Q3: 18,811 shares; 2025Q4: 18,719 shares; 2026Q1: 18,446 shares; 2026Q2: 18,679 shares 18,679 $4.29M 0.24% +233 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,068 shares; 2024Q4: 18,845 shares; 2025Q1: 19,171 shares; 2025Q2: 19,983 shares; 2025Q3: 21,154 shares; 2025Q4: 22,762 shares; 2026Q1: 26,507 shares; 2026Q2: 26,946 shares 26,946 $4.27M 0.24% +439 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,181 shares; 2025Q4: 36,162 shares; 2026Q1: 35,982 shares; 2026Q2: 80,280 shares 80,280 $4.27M 0.24% +44,298 Timeline KRE 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: 25,246 shares; 2024Q4: 49,442 shares; 2025Q1: 50,389 shares; 2025Q2: 37,115 shares; 2025Q3: 62,116 shares; 2025Q4: 63,929 shares; 2026Q1: 65,856 shares; 2026Q2: 56,964 shares 56,964 $4.26M 0.24% -8,892 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: 28,283 shares; 2024Q4: 28,402 shares; 2025Q1: 32,729 shares; 2025Q2: 34,371 shares; 2025Q3: 34,569 shares; 2025Q4: 34,770 shares; 2026Q1: 35,031 shares; 2026Q2: 35,796 shares 35,796 $4.18M 0.23% +765 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: 5,668 shares; 2024Q4: 6,009 shares; 2025Q1: 6,747 shares; 2025Q2: 6,259 shares; 2025Q3: 7,895 shares; 2025Q4: 8,156 shares; 2026Q1: 9,994 shares; 2026Q2: 13,298 shares 13,298 $4.03M 0.23% +3,304 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,089 shares 4,089 $3.95M 0.22% 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: 29,800 shares; 2024Q4: 29,762 shares; 2025Q1: 29,762 shares; 2025Q2: 29,762 shares; 2025Q3: 29,597 shares; 2025Q4: 29,567 shares; 2026Q1: 29,567 shares; 2026Q2: 29,567 shares 29,567 $3.74M 0.21% 0 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: 59,451 shares; 2024Q4: 59,623 shares; 2025Q1: 59,690 shares; 2025Q2: 59,860 shares; 2025Q3: 50,443 shares; 2025Q4: 48,120 shares; 2026Q1: 35,770 shares; 2026Q2: 29,422 shares 29,422 $3.66M 0.2% -6,348 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: 57,776 shares; 2024Q4: 57,547 shares; 2025Q1: 57,751 shares; 2025Q2: 64,960 shares; 2025Q3: 68,902 shares; 2025Q4: 68,838 shares; 2026Q1: 69,664 shares; 2026Q2: 36,207 shares 36,207 $3.48M 0.19% -33,457 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: 5,777 shares; 2024Q4: 6,161 shares; 2025Q1: 5,267 shares; 2025Q2: 5,379 shares; 2025Q3: 5,413 shares; 2025Q4: 23,718 shares; 2026Q1: 30,914 shares; 2026Q2: 39,002 shares 39,002 $3.42M 0.19% +8,088 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: 7,087 shares; 2024Q4: 7,066 shares; 2025Q1: 8,393 shares; 2025Q2: 8,867 shares; 2025Q3: 6,806 shares; 2025Q4: 6,472 shares; 2026Q1: 6,550 shares; 2026Q2: 6,556 shares 6,556 $3.34M 0.19% +6 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 12,146 shares; 2025Q4: 18,073 shares; 2026Q1: 18,311 shares; 2026Q2: 22,498 shares 22,498 $3.3M 0.18% +4,187 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: 14,530 shares; 2024Q4: 14,226 shares; 2025Q1: 14,294 shares; 2025Q2: 14,848 shares; 2025Q3: 14,909 shares; 2025Q4: 14,752 shares; 2026Q1: 14,416 shares; 2026Q2: 14,328 shares 14,328 $3.21M 0.18% -88 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,415 shares; 2024Q4: 24,119 shares; 2025Q1: 24,045 shares; 2025Q2: 24,045 shares; 2025Q3: 24,045 shares; 2025Q4: 23,429 shares; 2026Q1: 22,603 shares; 2026Q2: 22,603 shares 22,603 $3.11M 0.17% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,296 shares; 2024Q4: 13,332 shares; 2025Q1: 13,463 shares; 2025Q2: 14,212 shares; 2025Q3: 12,479 shares; 2025Q4: 12,369 shares; 2026Q1: 12,478 shares; 2026Q2: 12,701 shares 12,701 $3.02M 0.17% +223 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,861 shares; 2024Q4: 31,485 shares; 2025Q1: 32,618 shares; 2025Q2: 34,446 shares; 2025Q3: 34,949 shares; 2025Q4: 35,117 shares; 2026Q1: 36,805 shares; 2026Q2: 36,998 shares 36,998 $2.92M 0.16% +193 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,519 shares 2,519 $2.91M 0.16% 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: 1,902 shares; 2024Q4: 2,110 shares; 2025Q1: 4,296 shares; 2025Q2: 4,674 shares; 2025Q3: 4,821 shares; 2025Q4: 4,862 shares; 2026Q1: 5,770 shares; 2026Q2: 5,431 shares 5,431 $2.79M 0.16% -339 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,339 shares; 2024Q4: 43,564 shares; 2025Q1: 43,846 shares; 2025Q2: 45,882 shares; 2025Q3: 46,192 shares; 2025Q4: 46,188 shares; 2026Q1: 32,987 shares; 2026Q2: 32,449 shares 32,449 $2.63M 0.15% -538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,355 shares 4,355 $2.53M 0.14% 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: 31,819 shares; 2025Q4: 33,432 shares; 2026Q1: 33,754 shares; 2026Q2: 33,894 shares 33,894 $2.52M 0.14% +140 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: 35,381 shares; 2024Q4: 35,390 shares; 2025Q1: 35,409 shares; 2025Q2: 36,283 shares; 2025Q3: 38,590 shares; 2025Q4: 41,507 shares; 2026Q1: 41,059 shares; 2026Q2: 26,719 shares 26,719 $2.42M 0.14% -14,340 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 11,796 shares; 2025Q4: 13,948 shares; 2026Q1: 13,560 shares; 2026Q2: 15,365 shares 15,365 $2.4M 0.13% +1,805 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: not reported; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 30,204 shares; 2026Q1: 34,264 shares; 2026Q2: 33,457 shares 33,457 $2.39M 0.13% -807 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,307 shares; 2025Q1: 2,336 shares; 2025Q2: 2,432 shares; 2025Q3: 2,458 shares; 2025Q4: 2,405 shares; 2026Q1: 2,427 shares; 2026Q2: 2,441 shares 2,441 $2.35M 0.13% +14 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: 14,824 shares; 2024Q4: 14,824 shares; 2025Q1: 14,809 shares; 2025Q2: 14,809 shares; 2025Q3: 14,809 shares; 2025Q4: 14,809 shares; 2026Q1: 14,809 shares; 2026Q2: 14,809 shares 14,809 $2.29M 0.13% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509 shares; 2024Q4: 1,518 shares; 2025Q1: 1,288 shares; 2025Q2: 4,345 shares; 2025Q3: 4,994 shares; 2025Q4: 5,102 shares; 2026Q1: 5,261 shares; 2026Q2: 5,362 shares 5,362 $2.23M 0.12% +101 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,308 shares; 2025Q1: 47,931 shares; 2025Q2: 51,894 shares; 2025Q3: 53,527 shares; 2025Q4: 46,260 shares; 2026Q1: 46,964 shares; 2026Q2: 47,641 shares 47,641 $2.21M 0.12% +677 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 57,459 shares; 2026Q2: 55,247 shares 55,247 $2.18M 0.12% -2,212 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: 2,017 shares; 2024Q4: 2,017 shares; 2025Q1: 2,109 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,043 shares; 2026Q2: 2,043 shares 2,043 $2.18M 0.12% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,896 shares 43,896 $2.17M 0.12% 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: 12,965 shares; 2024Q4: 5,926 shares; 2025Q1: 5,926 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 5,918 shares; 2026Q1: 5,918 shares; 2026Q2: 5,918 shares 5,918 $2.14M 0.12% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,009 shares; 2026Q2: 10,959 shares 10,959 $2.08M 0.12% -50 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,299 shares; 2024Q4: 12,219 shares; 2025Q1: 12,304 shares; 2025Q2: 12,938 shares; 2025Q3: 13,055 shares; 2025Q4: 13,064 shares; 2026Q1: 13,172 shares; 2026Q2: 13,590 shares 13,590 $2.07M 0.12% +418 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,550 shares 68,550 $2.05M 0.11% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,437 shares; 2024Q4: 24,791 shares; 2025Q1: 19,050 shares; 2025Q2: 18,994 shares; 2025Q3: 17,583 shares; 2025Q4: 34,134 shares; 2026Q1: 38,734 shares; 2026Q2: 38,242 shares 38,242 $2.03M 0.11% -492 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,099 shares; 2024Q4: 17,840 shares; 2025Q1: 17,808 shares; 2025Q2: 18,998 shares; 2025Q3: 19,202 shares; 2025Q4: 19,144 shares; 2026Q1: 19,447 shares; 2026Q2: 19,440 shares 19,440 $2.02M 0.11% -7 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,304 shares; 2024Q4: 32,499 shares; 2025Q1: 32,976 shares; 2025Q2: 36,832 shares; 2025Q3: 37,246 shares; 2025Q4: 36,841 shares; 2026Q1: 37,635 shares; 2026Q2: 38,280 shares 38,280 $1.97M 0.11% +645 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,156 shares; 2025Q4: 168,066 shares; 2026Q1: 170,259 shares; 2026Q2: 172,317 shares 172,317 $1.94M 0.11% +2,058 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: 5,674 shares; 2024Q4: 5,768 shares; 2025Q1: 5,863 shares; 2025Q2: 5,391 shares; 2025Q3: 5,348 shares; 2025Q4: 26,557 shares; 2026Q1: 22,479 shares; 2026Q2: 19,388 shares 19,388 $1.92M 0.11% -3,091 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 17,233 shares; 2025Q4: 20,952 shares; 2026Q1: 16,042 shares; 2026Q2: 19,797 shares 19,797 $1.79M 0.1% +3,755 Timeline COO COOPER COS INC More: the full row for COOPER 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: 24,011 shares; 2025Q4: 24,484 shares; 2026Q1: 25,201 shares; 2026Q2: 24,832 shares 24,832 $1.78M 0.1% -369 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 4,644 shares; 2025Q3: 10,198 shares; 2025Q4: 11,553 shares; 2026Q1: 11,938 shares; 2026Q2: 13,369 shares 13,369 $1.78M 0.1% +1,431 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: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,334 shares; 2026Q1: 7,334 shares; 2026Q2: 7,334 shares 7,334 $1.74M 0.1% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 21,968 shares 21,968 $1.72M 0.1% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,196 shares; 2025Q4: 5,076 shares; 2026Q1: 4,958 shares; 2026Q2: 4,924 shares 4,924 $1.7M 0.09% -34 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 20,358 shares 20,358 $1.66M 0.09% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,360 shares; 2024Q4: 9,360 shares; 2025Q1: 9,360 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 9,360 shares; 2026Q1: 9,360 shares; 2026Q2: 9,297 shares 9,297 $1.64M 0.09% -63 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 824 shares 824 $1.64M 0.09% +374 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: 47,366 shares; 2024Q4: 46,674 shares; 2025Q1: 48,197 shares; 2025Q2: 30,543 shares; 2025Q3: 30,082 shares; 2025Q4: 30,326 shares; 2026Q1: 31,376 shares; 2026Q2: 32,128 shares 32,128 $1.6M 0.09% +752 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,442 shares; 2024Q4: 24,150 shares; 2025Q1: 24,856 shares; 2025Q2: 23,784 shares; 2025Q3: 23,980 shares; 2025Q4: 23,741 shares; 2026Q1: 22,092 shares; 2026Q2: 22,117 shares 22,117 $1.58M 0.09% +25 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 4,148 shares; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 4,181 shares; 2025Q4: 4,181 shares; 2026Q1: 4,298 shares; 2026Q2: 4,298 shares 4,298 $1.52M 0.09% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,030 shares; 2026Q2: 34,265 shares 34,265 $1.39M 0.08% +23,235 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,084 shares; 2024Q4: 22,945 shares; 2025Q1: 22,068 shares; 2025Q2: 22,364 shares; 2025Q3: 22,489 shares; 2025Q4: 21,781 shares; 2026Q1: 21,295 shares; 2026Q2: 20,964 shares 20,964 $1.25M 0.07% -331 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 7,608 shares; 2026Q1: 7,608 shares; 2026Q2: 7,580 shares 7,580 $1.24M 0.07% -28 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: 19,963 shares; 2024Q4: 19,951 shares; 2025Q1: 19,951 shares; 2025Q2: 19,951 shares; 2025Q3: 19,951 shares; 2025Q4: 19,995 shares; 2026Q1: 21,347 shares; 2026Q2: 21,347 shares 21,347 $1.23M 0.07% 0 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: 3,068 shares; 2024Q4: 3,033 shares; 2025Q1: 2,973 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,844 shares; 2026Q1: 2,844 shares; 2026Q2: 2,844 shares 2,844 $1.2M 0.07% 0 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: 3,541 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares; 2026Q2: 3,540 shares 3,540 $1.17M 0.07% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,445 shares; 2024Q4: 23,422 shares; 2025Q1: 14,158 shares; 2025Q2: 14,142 shares; 2025Q3: 14,124 shares; 2025Q4: 13,776 shares; 2026Q1: 13,203 shares; 2026Q2: 13,203 shares 13,203 $1.17M 0.07% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,422 shares; 2024Q4: 5,069 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 5,252 shares; 2025Q4: 5,252 shares; 2026Q1: 5,252 shares; 2026Q2: 5,163 shares 5,163 $1.13M 0.06% -89 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,960 shares; 2024Q4: 7,960 shares; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,960 shares; 2026Q1: 7,960 shares; 2026Q2: 7,960 shares 7,960 $1.13M 0.06% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,525 shares; 2026Q2: 15,226 shares 15,226 $1.12M 0.06% +11,701 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,941 shares; 2025Q1: 1,966 shares; 2025Q2: 1,936 shares; 2025Q3: 1,937 shares; 2025Q4: 1,937 shares; 2026Q1: 1,946 shares; 2026Q2: 1,908 shares 1,908 $1.1M 0.06% -38 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,204 shares 18,204 $1.1M 0.06% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,443 shares; 2025Q3: 2,447 shares; 2025Q4: 2,354 shares; 2026Q1: 2,398 shares; 2026Q2: 2,405 shares 2,405 $1.07M 0.06% +7 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: 2,866 shares; 2024Q4: 2,856 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,814 shares; 2026Q1: 3,134 shares; 2026Q2: 3,134 shares 3,134 $1.07M 0.06% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,485 shares 6,485 $1.06M 0.06% new 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: 14,250 shares; 2024Q4: 14,179 shares; 2025Q1: 13,415 shares; 2025Q2: 5,352 shares; 2025Q3: 5,303 shares; 2025Q4: 5,086 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $998K 0.06% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 5,745 shares; 2026Q1: 5,099 shares; 2026Q2: 5,268 shares 5,268 $994K 0.06% +169 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: 17,470 shares; 2024Q4: 17,470 shares; 2025Q1: 17,470 shares; 2025Q2: 17,470 shares; 2025Q3: 17,470 shares; 2025Q4: 17,470 shares; 2026Q1: 16,215 shares; 2026Q2: 16,215 shares 16,215 $991K 0.06% 0 Timeline SGOV 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: 8,042 shares; 2025Q2: 11,122 shares; 2025Q3: 7,397 shares; 2025Q4: 6,989 shares; 2026Q1: 4,654 shares; 2026Q2: 9,532 shares 9,532 $960K 0.05% +4,878 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,589 shares; 2024Q4: 26,589 shares; 2025Q1: 25,948 shares; 2025Q2: 25,948 shares; 2025Q3: 25,948 shares; 2025Q4: 25,948 shares; 2026Q1: 26,494 shares; 2026Q2: 25,948 shares 25,948 $959K 0.05% -546 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: 10,875 shares; 2024Q4: 10,989 shares; 2025Q1: 10,989 shares; 2025Q2: 10,989 shares; 2025Q3: 11,441 shares; 2025Q4: 11,317 shares; 2026Q1: 11,165 shares; 2026Q2: 11,165 shares 11,165 $946K 0.05% 0 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: 3,406 shares; 2024Q4: 3,419 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 2,848 shares; 2025Q4: 3,571 shares; 2026Q1: 2,848 shares; 2026Q2: 2,986 shares 2,986 $897K 0.05% +138 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: 3,088 shares; 2024Q4: 3,096 shares; 2025Q1: 3,074 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,135 shares; 2026Q1: 3,305 shares; 2026Q2: 3,305 shares 3,305 $893K 0.05% 0 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: 5,548 shares; 2025Q4: 4,992 shares; 2026Q1: 4,992 shares; 2026Q2: 4,992 shares 4,992 $868K 0.05% 0 Timeline FSCC 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: not reported; 2026Q1: not reported; 2026Q2: 22,421 shares 22,421 $837K 0.05% 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: not reported; 2026Q1: not reported; 2026Q2: 2,073 shares 2,073 $818K 0.05% new 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: 7,310 shares; 2024Q4: 7,310 shares; 2025Q1: 7,310 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares; 2026Q2: 7,792 shares 7,792 $809K 0.05% +482 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,181 shares 2,181 $807K 0.05% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 9,426 shares; 2026Q1: 8,833 shares; 2026Q2: 8,825 shares 8,825 $782K 0.04% -8 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,163 shares; 2025Q3: 3,293 shares; 2025Q4: 3,383 shares; 2026Q1: 3,472 shares; 2026Q2: 3,503 shares 3,503 $742K 0.04% +31 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,839 shares 8,839 $740K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,019 shares; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares; 2025Q4: 6,019 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares 6,170 $728K 0.04% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,808 shares; 2024Q4: 4,403 shares; 2025Q1: 4,337 shares; 2025Q2: 4,037 shares; 2025Q3: 4,037 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares; 2026Q2: 3,901 shares 3,901 $686K 0.04% -105 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 4,907 shares 4,907 $666K 0.04% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,911 shares; 2025Q2: 4,323 shares; 2025Q3: 3,734 shares; 2025Q4: 4,001 shares; 2026Q1: 6,007 shares; 2026Q2: 6,063 shares 6,063 $645K 0.04% +56 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,288 shares; 2026Q2: 4,840 shares 4,840 $619K 0.03% +1,552 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP 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: 11,108 shares 11,108 $608K 0.03% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,587 shares 7,587 $591K 0.03% new Timeline EVSD 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: not reported; 2026Q1: 11,208 shares; 2026Q2: 11,060 shares 11,060 $562K 0.03% -148 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: 22,372 shares; 2024Q4: 22,646 shares; 2025Q1: 22,046 shares; 2025Q2: 22,046 shares; 2025Q3: 22,746 shares; 2025Q4: 22,825 shares; 2026Q1: 23,177 shares; 2026Q2: 23,110 shares 23,110 $556K 0.03% -67 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: not reported; 2026Q1: not reported; 2026Q2: 1,799 shares 1,799 $536K 0.03% new Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,761 shares; 2026Q2: 6,844 shares 6,844 $531K 0.03% +83 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,148 shares; 2026Q2: 11,285 shares 11,285 $530K 0.03% +137 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,916 shares 13,916 $506K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 2,850 shares; 2026Q1: 2,582 shares; 2026Q2: 2,582 shares 2,582 $492K 0.03% 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: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 3,427 shares; 2025Q4: 3,283 shares; 2026Q1: 3,289 shares; 2026Q2: 3,243 shares 3,243 $464K 0.03% -46 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 11,893 shares; 2026Q2: 13,217 shares 13,217 $464K 0.03% +1,324 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: 300 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 622 shares; 2025Q4: 466 shares; 2026Q1: 496 shares; 2026Q2: 467 shares 467 $437K 0.02% -29 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,793 shares 1,793 $436K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,750 shares 15,750 $432K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET 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: 6,215 shares; 2025Q3: 11,627 shares; 2025Q4: 12,286 shares; 2026Q1: 12,749 shares; 2026Q2: 4,837 shares 4,837 $416K 0.02% -7,912 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: 518 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 1,142 shares; 2026Q2: 560 shares 560 $412K 0.02% -582 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,904 shares; 2026Q2: 8,711 shares 8,711 $399K 0.02% -4,193 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 5,404 shares; 2026Q2: 5,404 shares 5,404 $398K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $382K 0.02% new 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: 4,951 shares; 2024Q4: 4,235 shares; 2025Q1: 4,422 shares; 2025Q2: 4,422 shares; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares; 2026Q1: 4,422 shares; 2026Q2: 4,422 shares 4,422 $365K 0.02% 0 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: 1,633 shares; 2024Q4: 1,733 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,339 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404 $349K 0.02% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $331K 0.02% 0 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: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $322K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $320K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 2,690 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,469 shares; 2026Q1: 2,066 shares; 2026Q2: 1,778 shares 1,778 $316K 0.02% -288 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $304K 0.02% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $301K 0.02% 0 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,932 shares; 2024Q4: 7,932 shares; 2025Q1: 7,932 shares; 2025Q2: 7,932 shares; 2025Q3: 7,932 shares; 2025Q4: 7,932 shares; 2026Q1: 7,932 shares; 2026Q2: 7,932 shares 7,932 $299K 0.02% 0 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: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 599 shares 599 $298K 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127 shares; 2026Q2: 1,100 shares 1,100 $267K 0.01% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $263K 0.01% 0 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: 14,697 shares; 2024Q4: 14,811 shares; 2025Q1: 8,926 shares; 2025Q2: 8,926 shares; 2025Q3: 9,378 shares; 2025Q4: 9,276 shares; 2026Q1: 9,566 shares; 2026Q2: 9,509 shares 9,509 $260K 0.01% -57 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $258K 0.01% new 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: not reported; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $250K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,250 shares 2,250 $250K 0.01% -110 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,938 shares; 2024Q4: 13,938 shares; 2025Q1: 13,938 shares; 2025Q2: 13,938 shares; 2025Q3: 13,938 shares; 2025Q4: 13,938 shares; 2026Q1: 13,938 shares; 2026Q2: 13,938 shares 13,938 $247K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,141 shares 1,141 $239K 0.01% 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: 81,273 shares; 2024Q4: 81,158 shares; 2025Q1: 75,698 shares; 2025Q2: 75,196 shares; 2025Q3: 71,733 shares; 2025Q4: 69,975 shares; 2026Q1: 4,391 shares; 2026Q2: 3,867 shares 3,867 $224K 0.01% -524 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: 2,584 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $220K 0.01% 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: 524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $201K 0.01% 0 Timeline MIRA MIRA PHARMACEUTICALS INC More: the full row for MIRA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 50,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares; 2026Q2: 60,000 shares 60,000 $56.8K <0.01% 0 Timeline