SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473,688 shares; 2024Q4: 2,635,383 shares; 2025Q1: 2,643,548 shares; 2025Q2: 2,642,168 shares; 2025Q3: 2,563,525 shares; 2025Q4: 2,277,081 shares; 2026Q1: 2,196,796 shares; 2026Q2: 2,196,741 shares 2,196,741 $184M 14.83% -55 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: 280,419 shares; 2024Q4: 282,958 shares; 2025Q1: 281,637 shares; 2025Q2: 278,986 shares; 2025Q3: 278,537 shares; 2025Q4: 280,612 shares; 2026Q1: 279,764 shares; 2026Q2: 279,302 shares 279,302 $80.8M 6.53% -462 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: 112,386 shares; 2024Q4: 113,801 shares; 2025Q1: 113,064 shares; 2025Q2: 112,514 shares; 2025Q3: 111,357 shares; 2025Q4: 110,278 shares; 2026Q1: 86,274 shares; 2026Q2: 86,058 shares 86,058 $62.2M 5.03% -216 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: 128,564 shares; 2024Q4: 136,169 shares; 2025Q1: 136,574 shares; 2025Q2: 141,794 shares; 2025Q3: 141,661 shares; 2025Q4: 145,095 shares; 2026Q1: 144,261 shares; 2026Q2: 144,545 shares 144,545 $51.7M 4.17% +284 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: 93,186 shares; 2024Q4: 93,982 shares; 2025Q1: 93,699 shares; 2025Q2: 94,099 shares; 2025Q3: 94,114 shares; 2025Q4: 95,084 shares; 2026Q1: 94,853 shares; 2026Q2: 95,578 shares 95,578 $47.8M 3.86% +725 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: 57,815 shares; 2024Q4: 58,649 shares; 2025Q1: 60,237 shares; 2025Q2: 61,919 shares; 2025Q3: 60,817 shares; 2025Q4: 63,772 shares; 2026Q1: 64,026 shares; 2026Q2: 62,666 shares 62,666 $46.8M 3.78% -1,360 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: 80,647 shares; 2024Q4: 86,102 shares; 2025Q1: 85,777 shares; 2025Q2: 85,494 shares; 2025Q3: 85,394 shares; 2025Q4: 87,051 shares; 2026Q1: 90,880 shares; 2026Q2: 94,738 shares 94,738 $35.3M 2.86% +3,858 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: 259,745 shares; 2024Q4: 264,850 shares; 2025Q1: 275,999 shares; 2025Q2: 290,245 shares; 2025Q3: 290,567 shares; 2025Q4: 326,275 shares; 2026Q1: 338,567 shares; 2026Q2: 347,451 shares 347,451 $26.8M 2.16% +8,884 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: 56,638 shares; 2024Q4: 56,654 shares; 2025Q1: 56,283 shares; 2025Q2: 55,785 shares; 2025Q3: 54,814 shares; 2025Q4: 54,081 shares; 2026Q1: 53,588 shares; 2026Q2: 53,549 shares 53,549 $26.3M 2.13% -39 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: 130,261 shares; 2024Q4: 136,741 shares; 2025Q1: 136,460 shares; 2025Q2: 137,475 shares; 2025Q3: 136,848 shares; 2025Q4: 135,626 shares; 2026Q1: 138,016 shares; 2026Q2: 138,358 shares 138,358 $25.6M 2.07% +342 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: 48,362 shares; 2024Q4: 48,532 shares; 2025Q1: 50,629 shares; 2025Q2: 51,969 shares; 2025Q3: 51,937 shares; 2025Q4: 51,642 shares; 2026Q1: 52,537 shares; 2026Q2: 52,420 shares 52,420 $22.3M 1.8% -117 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: 210,875 shares; 2024Q4: 211,420 shares; 2025Q1: 210,740 shares; 2025Q2: 209,604 shares; 2025Q3: 209,829 shares; 2025Q4: 208,249 shares; 2026Q1: 208,831 shares; 2026Q2: 186,070 shares 186,070 $21.9M 1.77% -22,761 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: 255,322 shares; 2024Q4: 257,042 shares; 2025Q1: 255,177 shares; 2025Q2: 254,038 shares; 2025Q3: 253,511 shares; 2025Q4: 250,658 shares; 2026Q1: 190,068 shares; 2026Q2: 189,779 shares 189,779 $21.5M 1.74% -289 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,045 shares; 2024Q4: 90,125 shares; 2025Q1: 89,394 shares; 2025Q2: 88,609 shares; 2025Q3: 88,456 shares; 2025Q4: 86,905 shares; 2026Q1: 85,056 shares; 2026Q2: 84,400 shares 84,400 $20.1M 1.62% -656 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: 66,551 shares; 2024Q4: 75,836 shares; 2025Q1: 82,476 shares; 2025Q2: 83,468 shares; 2025Q3: 82,953 shares; 2025Q4: 82,116 shares; 2026Q1: 81,546 shares; 2026Q2: 81,156 shares 81,156 $18.1M 1.46% -390 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: 68,804 shares; 2024Q4: 63,379 shares; 2025Q1: 67,589 shares; 2025Q2: 67,199 shares; 2025Q3: 66,907 shares; 2025Q4: 66,628 shares; 2026Q1: 66,544 shares; 2026Q2: 67,346 shares 67,346 $17.1M 1.38% +802 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: 58,818 shares; 2024Q4: 59,378 shares; 2025Q1: 59,065 shares; 2025Q2: 58,743 shares; 2025Q3: 58,767 shares; 2025Q4: 59,322 shares; 2026Q1: 59,282 shares; 2026Q2: 59,415 shares 59,415 $16.2M 1.31% +133 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: 101,711 shares; 2024Q4: 85,780 shares; 2025Q1: 95,247 shares; 2025Q2: 96,317 shares; 2025Q3: 96,162 shares; 2025Q4: 96,397 shares; 2026Q1: 96,557 shares; 2026Q2: 96,818 shares 96,818 $16M 1.3% +261 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15.7M 1.27% 0 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: 18,356 shares; 2024Q4: 18,633 shares; 2025Q1: 19,179 shares; 2025Q2: 19,281 shares; 2025Q3: 19,474 shares; 2025Q4: 20,654 shares; 2026Q1: 21,241 shares; 2026Q2: 20,992 shares 20,992 $15.5M 1.25% -249 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: 67,609 shares; 2024Q4: 68,773 shares; 2025Q1: 68,326 shares; 2025Q2: 67,646 shares; 2025Q3: 72,169 shares; 2025Q4: 71,656 shares; 2026Q1: 71,651 shares; 2026Q2: 74,054 shares 74,054 $14.1M 1.14% +2,403 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,424 shares; 2024Q4: 601,930 shares; 2025Q1: 592,020 shares; 2025Q2: 589,325 shares; 2025Q3: 588,333 shares; 2025Q4: 500,343 shares; 2026Q1: 552,583 shares; 2026Q2: 552,191 shares 552,191 $13.7M 1.11% -392 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: 41,001 shares; 2024Q4: 41,291 shares; 2025Q1: 40,991 shares; 2025Q2: 40,671 shares; 2025Q3: 40,911 shares; 2025Q4: 41,159 shares; 2026Q1: 41,041 shares; 2026Q2: 41,129 shares 41,129 $13.5M 1.09% +88 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: 93,871 shares; 2024Q4: 100,169 shares; 2025Q1: 103,311 shares; 2025Q2: 106,603 shares; 2025Q3: 104,103 shares; 2025Q4: 104,081 shares; 2026Q1: 104,203 shares; 2026Q2: 104,140 shares 104,140 $13.4M 1.08% -63 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: 12,061 shares; 2024Q4: 12,171 shares; 2025Q1: 12,558 shares; 2025Q2: 12,558 shares; 2025Q3: 12,880 shares; 2025Q4: 30,230 shares; 2026Q1: 47,932 shares; 2026Q2: 49,172 shares 49,172 $11.7M 0.95% +1,240 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: 27,652 shares; 2024Q4: 27,590 shares; 2025Q1: 27,325 shares; 2025Q2: 26,937 shares; 2025Q3: 26,900 shares; 2025Q4: 26,500 shares; 2026Q1: 26,180 shares; 2026Q2: 25,968 shares 25,968 $10.8M 0.87% -212 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,335 shares; 2024Q4: 37,740 shares; 2025Q1: 42,730 shares; 2025Q2: 36,180 shares; 2025Q3: 37,513 shares; 2025Q4: 37,003 shares; 2026Q1: 36,855 shares; 2026Q2: 36,825 shares 36,825 $10.8M 0.87% -30 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: 85,288 shares; 2024Q4: 40,133 shares; 2025Q1: 77,666 shares; 2025Q2: 75,771 shares; 2025Q3: 75,766 shares; 2025Q4: 74,262 shares; 2026Q1: 73,382 shares; 2026Q2: 74,022 shares 74,022 $10.3M 0.84% +640 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: 50,293 shares; 2024Q4: 61,248 shares; 2025Q1: 64,061 shares; 2025Q2: 67,065 shares; 2025Q3: 66,906 shares; 2025Q4: 68,799 shares; 2026Q1: 69,431 shares; 2026Q2: 70,062 shares 70,062 $9.49M 0.77% +631 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,841 shares; 2024Q4: 32,231 shares; 2025Q1: 32,093 shares; 2025Q2: 31,948 shares; 2025Q3: 31,905 shares; 2025Q4: 30,295 shares; 2026Q1: 29,970 shares; 2026Q2: 29,827 shares 29,827 $9.34M 0.75% -143 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: 74,132 shares; 2024Q4: 75,215 shares; 2025Q1: 74,736 shares; 2025Q2: 74,344 shares; 2025Q3: 74,309 shares; 2025Q4: 87,372 shares; 2026Q1: 88,177 shares; 2026Q2: 93,448 shares 93,448 $9.19M 0.74% +5,271 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: 76,419 shares; 2024Q4: 78,854 shares; 2025Q1: 81,504 shares; 2025Q2: 83,449 shares; 2025Q3: 84,564 shares; 2025Q4: 69,644 shares; 2026Q1: 70,914 shares; 2026Q2: 70,669 shares 70,669 $9.17M 0.74% -245 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,225 shares; 2024Q4: 27,145 shares; 2025Q1: 27,685 shares; 2025Q2: 27,555 shares; 2025Q3: 27,555 shares; 2025Q4: 27,965 shares; 2026Q1: 29,835 shares; 2026Q2: 30,390 shares 30,390 $9M 0.73% +555 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: 7,012 shares; 2024Q4: 7,223 shares; 2025Q1: 7,028 shares; 2025Q2: 6,889 shares; 2025Q3: 6,899 shares; 2025Q4: 6,883 shares; 2026Q1: 6,933 shares; 2026Q2: 6,923 shares 6,923 $8.3M 0.67% -10 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: 32,901 shares; 2024Q4: 32,996 shares; 2025Q1: 34,966 shares; 2025Q2: 34,871 shares; 2025Q3: 34,826 shares; 2025Q4: 35,871 shares; 2026Q1: 35,846 shares; 2026Q2: 35,811 shares 35,811 $7.9M 0.64% -35 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: 128,933 shares; 2024Q4: 129,423 shares; 2025Q1: 128,576 shares; 2025Q2: 125,421 shares; 2025Q3: 124,711 shares; 2025Q4: 124,301 shares; 2026Q1: 123,526 shares; 2026Q2: 124,255 shares 124,255 $7.51M 0.61% +729 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,930 shares; 2024Q4: 78,900 shares; 2025Q1: 78,342 shares; 2025Q2: 78,032 shares; 2025Q3: 82,657 shares; 2025Q4: 81,902 shares; 2026Q1: 81,512 shares; 2026Q2: 81,307 shares 81,307 $7.3M 0.59% -205 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: 76,349 shares; 2024Q4: 77,569 shares; 2025Q1: 76,704 shares; 2025Q2: 76,554 shares; 2025Q3: 70,654 shares; 2025Q4: 58,575 shares; 2026Q1: 52,432 shares; 2026Q2: 52,505 shares 52,505 $7.18M 0.58% +73 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,827 shares; 2024Q4: 51,252 shares; 2025Q1: 50,954 shares; 2025Q2: 50,854 shares; 2025Q3: 50,814 shares; 2025Q4: 67,884 shares; 2026Q1: 67,999 shares; 2026Q2: 67,892 shares 67,892 $7.06M 0.57% -107 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: 8,529 shares; 2024Q4: 12,049 shares; 2025Q1: 12,087 shares; 2025Q2: 12,052 shares; 2025Q3: 12,112 shares; 2025Q4: 13,819 shares; 2026Q1: 18,939 shares; 2026Q2: 19,377 shares 19,377 $6.65M 0.54% +438 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: 72,100 shares; 2024Q4: 74,245 shares; 2025Q1: 73,920 shares; 2025Q2: 73,830 shares; 2025Q3: 73,722 shares; 2025Q4: 72,399 shares; 2026Q1: 72,600 shares; 2026Q2: 74,583 shares 74,583 $6.06M 0.49% +1,983 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,317 shares; 2024Q4: 59,239 shares; 2025Q1: 68,404 shares; 2025Q2: 67,980 shares; 2025Q3: 69,297 shares; 2025Q4: 69,475 shares; 2026Q1: 69,352 shares; 2026Q2: 75,647 shares 75,647 $5.92M 0.48% +6,295 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: 60,655 shares; 2024Q4: 62,070 shares; 2025Q1: 61,757 shares; 2025Q2: 61,357 shares; 2025Q3: 61,077 shares; 2025Q4: 60,672 shares; 2026Q1: 60,532 shares; 2026Q2: 61,912 shares 61,912 $5.68M 0.46% +1,380 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: 33,531 shares; 2024Q4: 33,756 shares; 2025Q1: 33,536 shares; 2025Q2: 33,326 shares; 2025Q3: 40,436 shares; 2025Q4: 39,976 shares; 2026Q1: 39,616 shares; 2026Q2: 39,584 shares 39,584 $5.67M 0.46% -32 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,645 shares; 2024Q4: 66,072 shares; 2025Q1: 68,452 shares; 2025Q2: 69,697 shares; 2025Q3: 68,687 shares; 2025Q4: 45,343 shares; 2026Q1: 52,648 shares; 2026Q2: 58,263 shares 58,263 $5.56M 0.45% +5,615 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: not reported; 2026Q1: 19,970 shares; 2026Q2: 30,577 shares 30,577 $5.39M 0.44% +10,607 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,205 shares; 2024Q4: 75,327 shares; 2025Q1: 88,113 shares; 2025Q2: 97,752 shares; 2025Q3: 107,554 shares; 2025Q4: 112,063 shares; 2026Q1: 121,566 shares; 2026Q2: 123,873 shares 123,873 $5.35M 0.43% +2,307 Timeline AVUV 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: not reported; 2026Q1: 40,470 shares; 2026Q2: 42,827 shares 42,827 $5.34M 0.43% +2,357 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: 18,830 shares; 2024Q4: 18,830 shares; 2025Q1: 18,755 shares; 2025Q2: 18,755 shares; 2025Q3: 19,186 shares; 2025Q4: 25,501 shares; 2026Q1: 25,332 shares; 2026Q2: 25,535 shares 25,535 $5.11M 0.41% +203 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: 15,791 shares; 2024Q4: 15,711 shares; 2025Q1: 15,651 shares; 2025Q2: 15,601 shares; 2025Q3: 15,618 shares; 2025Q4: 15,723 shares; 2026Q1: 15,653 shares; 2026Q2: 15,650 shares 15,650 $4.93M 0.4% -3 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: 108,349 shares; 2024Q4: 109,189 shares; 2025Q1: 108,056 shares; 2025Q2: 107,015 shares; 2025Q3: 106,742 shares; 2025Q4: 105,191 shares; 2026Q1: 105,091 shares; 2026Q2: 115,159 shares 115,159 $4.91M 0.4% +10,068 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: 53,235 shares; 2024Q4: 82,005 shares; 2025Q1: 101,795 shares; 2025Q2: 101,095 shares; 2025Q3: 106,357 shares; 2025Q4: 104,967 shares; 2026Q1: 104,857 shares; 2026Q2: 104,507 shares 104,507 $4.86M 0.39% -350 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: 25,479 shares; 2024Q4: 25,724 shares; 2025Q1: 25,609 shares; 2025Q2: 27,964 shares; 2025Q3: 28,011 shares; 2025Q4: 27,656 shares; 2026Q1: 29,531 shares; 2026Q2: 31,008 shares 31,008 $4.86M 0.39% +1,477 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: 12,555 shares; 2024Q4: 12,555 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares; 2025Q3: 12,410 shares; 2025Q4: 13,410 shares; 2026Q1: 13,610 shares; 2026Q2: 13,680 shares 13,680 $4.83M 0.39% +70 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: 18,139 shares; 2024Q4: 18,749 shares; 2025Q1: 18,449 shares; 2025Q2: 18,414 shares; 2025Q3: 18,359 shares; 2025Q4: 18,074 shares; 2026Q1: 18,069 shares; 2026Q2: 18,039 shares 18,039 $4.61M 0.37% -30 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,514 shares; 2024Q4: 109,703 shares; 2025Q1: 108,574 shares; 2025Q2: 107,104 shares; 2025Q3: 106,353 shares; 2025Q4: 103,533 shares; 2026Q1: 100,448 shares; 2026Q2: 100,068 shares 100,068 $4.51M 0.36% -380 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: 30,945 shares; 2024Q4: 30,860 shares; 2025Q1: 30,860 shares; 2025Q2: 30,745 shares; 2025Q3: 30,745 shares; 2025Q4: 30,283 shares; 2026Q1: 30,113 shares; 2026Q2: 30,542 shares 30,542 $4.48M 0.36% +429 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: 10,673 shares; 2024Q4: 10,848 shares; 2025Q1: 10,879 shares; 2025Q2: 11,529 shares; 2025Q3: 11,209 shares; 2025Q4: 11,625 shares; 2026Q1: 11,739 shares; 2026Q2: 12,276 shares 12,276 $4.33M 0.35% +537 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: 35,263 shares; 2024Q4: 35,725 shares; 2025Q1: 38,692 shares; 2025Q2: 28,866 shares; 2025Q3: 28,756 shares; 2025Q4: 28,008 shares; 2026Q1: 27,896 shares; 2026Q2: 27,840 shares 27,840 $4.21M 0.34% -56 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: 83,942 shares; 2024Q4: 95,177 shares; 2025Q1: 107,801 shares; 2025Q2: 112,631 shares; 2025Q3: 112,380 shares; 2025Q4: 84,075 shares; 2026Q1: 85,940 shares; 2026Q2: 92,255 shares 92,255 $3.98M 0.32% +6,315 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: 24,290 shares; 2024Q4: 24,126 shares; 2025Q1: 14,556 shares; 2025Q2: 14,226 shares; 2025Q3: 14,226 shares; 2025Q4: 14,081 shares; 2026Q1: 14,118 shares; 2026Q2: 14,088 shares 14,088 $3.96M 0.32% -30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,726 shares; 2024Q4: 14,081 shares; 2025Q1: 13,978 shares; 2025Q2: 13,928 shares; 2025Q3: 13,688 shares; 2025Q4: 13,538 shares; 2026Q1: 13,483 shares; 2026Q2: 13,483 shares 13,483 $3.95M 0.32% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,534 shares; 2024Q4: 32,831 shares; 2025Q1: 32,528 shares; 2025Q2: 34,030 shares; 2025Q3: 33,219 shares; 2025Q4: 34,321 shares; 2026Q1: 35,812 shares; 2026Q2: 37,789 shares 37,789 $3.93M 0.32% +1,977 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,625 shares; 2025Q2: 94,740 shares; 2025Q3: 124,755 shares; 2025Q4: 21,305 shares; 2026Q1: 90,225 shares; 2026Q2: 110,411 shares 110,411 $3.75M 0.3% +20,186 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: 16,236 shares 16,236 $3.64M 0.29% 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: 7,924 shares; 2024Q4: 8,124 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares; 2025Q3: 8,084 shares; 2025Q4: 12,289 shares; 2026Q1: 13,604 shares; 2026Q2: 15,739 shares 15,739 $3.61M 0.29% +2,135 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,720 shares; 2026Q2: 21,260 shares 21,260 $3.61M 0.29% +6,540 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: 16,236 shares 16,236 $3.59M 0.29% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,565 shares; 2024Q4: 11,585 shares; 2025Q1: 11,585 shares; 2025Q2: 11,555 shares; 2025Q3: 11,555 shares; 2025Q4: 11,067 shares; 2026Q1: 11,012 shares; 2026Q2: 11,172 shares 11,172 $3.56M 0.29% +160 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,698 shares; 2024Q4: 9,768 shares; 2025Q1: 9,728 shares; 2025Q2: 9,693 shares; 2025Q3: 9,510 shares; 2025Q4: 9,390 shares; 2026Q1: 12,505 shares; 2026Q2: 13,436 shares 13,436 $3.51M 0.28% +931 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: 20,392 shares; 2024Q4: 20,748 shares; 2025Q1: 20,593 shares; 2025Q2: 20,493 shares; 2025Q3: 20,418 shares; 2025Q4: 19,853 shares; 2026Q1: 19,793 shares; 2026Q2: 19,782 shares 19,782 $3.34M 0.27% -11 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: 17,501 shares; 2024Q4: 17,501 shares; 2025Q1: 17,451 shares; 2025Q2: 17,451 shares; 2025Q3: 17,351 shares; 2025Q4: 17,561 shares; 2026Q1: 17,561 shares; 2026Q2: 17,620 shares 17,620 $3.19M 0.26% +59 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,630 shares; 2024Q4: 22,910 shares; 2025Q1: 22,565 shares; 2025Q2: 22,395 shares; 2025Q3: 23,460 shares; 2025Q4: 23,010 shares; 2026Q1: 22,740 shares; 2026Q2: 22,613 shares 22,613 $3.18M 0.26% -127 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: 22,820 shares; 2024Q4: 23,433 shares; 2025Q1: 24,232 shares; 2025Q2: 25,524 shares; 2025Q3: 25,375 shares; 2025Q4: 54,347 shares; 2026Q1: 57,102 shares; 2026Q2: 58,563 shares 58,563 $3.11M 0.25% +1,461 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,518 shares; 2024Q4: 20,993 shares; 2025Q1: 20,983 shares; 2025Q2: 20,953 shares; 2025Q3: 20,918 shares; 2025Q4: 20,608 shares; 2026Q1: 22,958 shares; 2026Q2: 23,453 shares 23,453 $3.08M 0.25% +495 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,740 shares; 2026Q1: 98,860 shares; 2026Q2: 104,531 shares 104,531 $2.95M 0.24% +5,671 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,913 shares; 2024Q4: 83,271 shares; 2025Q1: 81,947 shares; 2025Q2: 81,139 shares; 2025Q3: 80,495 shares; 2025Q4: 77,305 shares; 2026Q1: 74,345 shares; 2026Q2: 74,175 shares 74,175 $2.83M 0.23% -170 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,076 shares; 2024Q4: 49,745 shares; 2025Q1: 56,305 shares; 2025Q2: 68,435 shares; 2025Q3: 72,990 shares; 2025Q4: 10,830 shares; 2026Q1: 54,720 shares; 2026Q2: 56,005 shares 56,005 $2.8M 0.23% +1,285 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: 37,036 shares; 2024Q4: 36,738 shares; 2025Q1: 36,243 shares; 2025Q2: 35,840 shares; 2025Q3: 47,870 shares; 2025Q4: 45,850 shares; 2026Q1: 44,380 shares; 2026Q2: 43,985 shares 43,985 $2.69M 0.22% -395 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: 141,115 shares; 2024Q4: 88,026 shares; 2025Q1: 108,999 shares; 2025Q2: 107,068 shares; 2025Q3: 103,730 shares; 2025Q4: 104,258 shares; 2026Q1: 105,768 shares; 2026Q2: 106,986 shares 106,986 $2.58M 0.21% +1,218 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,813 shares; 2026Q2: 27,660 shares 27,660 $2.43M 0.2% +18,847 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: 15,268 shares; 2024Q4: 15,268 shares; 2025Q1: 15,462 shares; 2025Q2: 15,337 shares; 2025Q3: 15,337 shares; 2025Q4: 15,475 shares; 2026Q1: 14,958 shares; 2026Q2: 15,026 shares 15,026 $2.2M 0.18% +68 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: 5,276 shares; 2024Q4: 6,001 shares; 2025Q1: 9,575 shares; 2025Q2: 8,166 shares; 2025Q3: 8,576 shares; 2025Q4: 7,491 shares; 2026Q1: 8,813 shares; 2026Q2: 10,535 shares 10,535 $2.16M 0.17% +1,722 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: 8,738 shares; 2024Q4: 8,954 shares; 2025Q1: 9,113 shares; 2025Q2: 9,311 shares; 2025Q3: 9,940 shares; 2025Q4: 10,879 shares; 2026Q1: 12,020 shares; 2026Q2: 13,407 shares 13,407 $2.1M 0.17% +1,387 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: 1,504 shares; 2024Q4: 1,494 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,493 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares; 2026Q2: 4,005 shares 4,005 $2.06M 0.17% +647 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: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,952 shares; 2026Q1: 2,022 shares; 2026Q2: 2,024 shares 2,024 $1.89M 0.15% +2 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: 664 shares; 2024Q4: 664 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 651 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $1.89M 0.15% 0 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: 5,913 shares; 2024Q4: 5,913 shares; 2025Q1: 6,103 shares; 2025Q2: 6,303 shares; 2025Q3: 6,303 shares; 2025Q4: 7,153 shares; 2026Q1: 7,118 shares; 2026Q2: 7,172 shares 7,172 $1.8M 0.15% +54 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: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares; 2025Q4: 6,812 shares; 2026Q1: 6,812 shares; 2026Q2: 6,812 shares 6,812 $1.74M 0.14% 0 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $1.74M 0.14% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,082 shares; 2024Q4: 83,508 shares; 2025Q1: 82,820 shares; 2025Q2: 81,335 shares; 2025Q3: 83,791 shares; 2025Q4: 80,896 shares; 2026Q1: 78,771 shares; 2026Q2: 78,236 shares 78,236 $1.72M 0.14% -535 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: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,184 shares; 2025Q4: 3,884 shares; 2026Q1: 3,584 shares; 2026Q2: 3,582 shares 3,582 $1.71M 0.14% -2 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: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,034 shares; 2025Q4: 4,089 shares; 2026Q1: 4,077 shares; 2026Q2: 4,077 shares 4,077 $1.69M 0.14% 0 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: 28,941 shares; 2024Q4: 28,389 shares; 2025Q1: 27,716 shares; 2025Q2: 28,156 shares; 2025Q3: 28,156 shares; 2025Q4: 27,630 shares; 2026Q1: 27,821 shares; 2026Q2: 27,821 shares 27,821 $1.66M 0.13% 0 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: 4,323 shares; 2024Q4: 4,273 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,318 shares; 2025Q4: 5,179 shares; 2026Q1: 5,093 shares; 2026Q2: 6,006 shares 6,006 $1.62M 0.13% +913 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,303 shares; 2024Q4: 16,139 shares; 2025Q1: 15,887 shares; 2025Q2: 16,490 shares; 2025Q3: 16,241 shares; 2025Q4: 16,147 shares; 2026Q1: 16,186 shares; 2026Q2: 16,550 shares 16,550 $1.6M 0.13% +364 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: 1,503 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,606 shares; 2025Q4: 2,606 shares; 2026Q1: 2,661 shares; 2026Q2: 2,676 shares 2,676 $1.51M 0.12% +15 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: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,686 shares; 2025Q4: 2,976 shares; 2026Q1: 3,006 shares; 2026Q2: 3,006 shares 3,006 $1.51M 0.12% 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,448 shares; 2025Q2: 4,748 shares; 2025Q3: 4,748 shares; 2025Q4: 4,963 shares; 2026Q1: 4,963 shares; 2026Q2: 4,963 shares 4,963 $1.49M 0.12% 0 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: 20,011 shares; 2024Q4: 20,011 shares; 2025Q1: 20,011 shares; 2025Q2: 19,911 shares; 2025Q3: 19,911 shares; 2025Q4: 19,921 shares; 2026Q1: 19,921 shares; 2026Q2: 19,921 shares 19,921 $1.43M 0.12% 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: 18,392 shares; 2024Q4: 17,981 shares; 2025Q1: 17,648 shares; 2025Q2: 17,031 shares; 2025Q3: 16,908 shares; 2025Q4: 15,803 shares; 2026Q1: 15,374 shares; 2026Q2: 15,217 shares 15,217 $1.35M 0.11% -157 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: not reported; 2026Q1: 3,588 shares; 2026Q2: 3,576 shares 3,576 $1.34M 0.11% -12 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $1.34M 0.11% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,272 shares; 2026Q2: 1,222 shares 1,222 $1.3M 0.11% -50 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,573 shares; 2024Q4: 111,304 shares; 2025Q1: 116,810 shares; 2025Q2: 114,807 shares; 2025Q3: 108,094 shares; 2025Q4: 98,124 shares; 2026Q1: 95,244 shares; 2026Q2: 94,152 shares 94,152 $1.27M 0.1% -1,092 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: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,243 shares 1,243 $1.26M 0.1% +3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,007 shares; 2026Q1: 7,662 shares; 2026Q2: 7,741 shares 7,741 $1.15M 0.09% +79 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: 3,272 shares; 2026Q1: 3,332 shares; 2026Q2: 3,342 shares 3,342 $1.14M 0.09% +10 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: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $1.12M 0.09% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,729 shares; 2024Q4: 33,595 shares; 2025Q1: 33,315 shares; 2025Q2: 33,115 shares; 2025Q3: 33,070 shares; 2025Q4: 32,350 shares; 2026Q1: 32,135 shares; 2026Q2: 34,270 shares 34,270 $1.08M 0.09% +2,135 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,398 shares; 2024Q4: 7,253 shares; 2025Q1: 7,207 shares; 2025Q2: 7,174 shares; 2025Q3: 7,174 shares; 2025Q4: 7,049 shares; 2026Q1: 7,032 shares; 2026Q2: 6,999 shares 6,999 $1.02M 0.08% -33 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: 9,826 shares; 2024Q4: 9,849 shares; 2025Q1: 9,694 shares; 2025Q2: 9,336 shares; 2025Q3: 9,173 shares; 2025Q4: 8,908 shares; 2026Q1: 8,743 shares; 2026Q2: 9,913 shares 9,913 $954K 0.08% +1,170 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: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $933K 0.08% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $931K 0.08% 0 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: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 2,554 shares; 2025Q2: 2,499 shares; 2025Q3: 1,849 shares; 2025Q4: 2,437 shares; 2026Q1: 2,349 shares; 2026Q2: 2,369 shares 2,369 $858K 0.07% +20 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: 18,742 shares; 2024Q4: 18,692 shares; 2025Q1: 18,849 shares; 2025Q2: 19,174 shares; 2025Q3: 19,274 shares; 2025Q4: 18,741 shares; 2026Q1: 19,321 shares; 2026Q2: 20,194 shares 20,194 $855K 0.07% +873 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 5,441 shares; 2025Q3: 5,441 shares; 2025Q4: 5,546 shares; 2026Q1: 5,596 shares; 2026Q2: 5,604 shares 5,604 $849K 0.07% +8 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: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,087 shares; 2025Q4: 2,187 shares; 2026Q1: 2,187 shares; 2026Q2: 2,226 shares 2,226 $841K 0.07% +39 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: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,350 shares 4,350 $829K 0.07% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,712 shares; 2024Q4: 11,712 shares; 2025Q1: 11,662 shares; 2025Q2: 10,862 shares; 2025Q3: 10,862 shares; 2025Q4: 9,112 shares; 2026Q1: 5,812 shares; 2026Q2: 5,812 shares 5,812 $799K 0.06% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,742 shares; 2024Q4: 14,787 shares; 2025Q1: 14,547 shares; 2025Q2: 14,164 shares; 2025Q3: 14,084 shares; 2025Q4: 12,896 shares; 2026Q1: 12,736 shares; 2026Q2: 12,506 shares 12,506 $787K 0.06% -230 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: 1,067 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,100 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,020 shares 11,020 $787K 0.06% +20 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: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 960 shares; 2026Q1: 1,005 shares; 2026Q2: 1,039 shares 1,039 $778K 0.06% +34 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: not reported; 2025Q3: 11,615 shares; 2025Q4: 10,984 shares; 2026Q1: 10,456 shares; 2026Q2: 10,323 shares 10,323 $760K 0.06% -133 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,025 shares; 2026Q2: 5,025 shares 5,025 $727K 0.06% 0 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: 12,416 shares; 2024Q4: 12,416 shares; 2025Q1: 12,301 shares; 2025Q2: 12,301 shares; 2025Q3: 12,301 shares; 2025Q4: 12,201 shares; 2026Q1: 12,201 shares; 2026Q2: 12,201 shares 12,201 $706K 0.06% 0 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: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares; 2026Q1: 6,285 shares; 2026Q2: 6,285 shares 6,285 $693K 0.06% 0 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: 6,786 shares; 2024Q4: 6,786 shares; 2025Q1: 6,736 shares; 2025Q2: 6,736 shares; 2025Q3: 6,736 shares; 2025Q4: 6,736 shares; 2026Q1: 6,796 shares; 2026Q2: 6,687 shares 6,687 $692K 0.06% -109 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: 2,026 shares; 2024Q4: 2,049 shares; 2025Q1: 2,046 shares; 2025Q2: 1,897 shares; 2025Q3: 1,879 shares; 2025Q4: 1,854 shares; 2026Q1: 1,848 shares; 2026Q2: 1,840 shares 1,840 $688K 0.06% -8 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: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $642K 0.05% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $635K 0.05% 0 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $631K 0.05% 0 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: 10,990 shares; 2024Q4: 10,990 shares; 2025Q1: 11,140 shares; 2025Q2: 11,140 shares; 2025Q3: 11,140 shares; 2025Q4: 11,107 shares; 2026Q1: 10,907 shares; 2026Q2: 10,907 shares 10,907 $628K 0.05% 0 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: 7,120 shares; 2026Q1: 6,993 shares; 2026Q2: 6,978 shares 6,978 $618K 0.05% -15 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: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,674 shares; 2025Q4: 4,599 shares; 2026Q1: 4,599 shares; 2026Q2: 5,918 shares 5,918 $605K 0.05% +1,319 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,990 shares 1,990 $603K 0.05% 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $598K 0.05% 0 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: 2,707 shares; 2024Q4: 3,141 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: 2,707 shares; 2026Q2: 2,710 shares 2,710 $587K 0.05% +3 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 1,000 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 1,725 shares 1,725 $583K 0.05% +750 Timeline EEM 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: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $581K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 6,660 shares 6,660 $574K 0.05% +5,576 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: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares; 2026Q2: 2,503 shares 2,503 $561K 0.05% +1,050 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: 5,807 shares; 2024Q4: 5,979 shares; 2025Q1: 5,979 shares; 2025Q2: 5,679 shares; 2025Q3: 5,604 shares; 2025Q4: 9,490 shares; 2026Q1: 9,653 shares; 2026Q2: 9,653 shares 9,653 $550K 0.04% 0 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: 6,059 shares; 2024Q4: 6,059 shares; 2025Q1: 6,059 shares; 2025Q2: 5,984 shares; 2025Q3: 5,984 shares; 2025Q4: 5,984 shares; 2026Q1: 5,959 shares; 2026Q2: 6,009 shares 6,009 $545K 0.04% +50 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: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 4,332 shares 4,332 $538K 0.04% +3,249 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: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,215 shares; 2026Q1: 11,215 shares; 2026Q2: 11,215 shares 11,215 $533K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 307 shares; 2026Q2: 548 shares 548 $527K 0.04% +241 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: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 3,489 shares; 2025Q4: 3,489 shares; 2026Q1: 3,770 shares; 2026Q2: 3,695 shares 3,695 $517K 0.04% -75 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $516K 0.04% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares; 2026Q2: 6,139 shares 6,139 $514K 0.04% 0 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: 2,077 shares; 2024Q4: 2,112 shares; 2025Q1: 2,112 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,077 shares; 2026Q2: 2,077 shares 2,077 $504K 0.04% 0 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: 2,593 shares; 2024Q4: 2,593 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 3,443 shares; 2026Q1: 3,828 shares; 2026Q2: 3,920 shares 3,920 $496K 0.04% +92 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: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares; 2026Q2: 2,562 shares 2,562 $486K 0.04% +224 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: 1,630 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,580 shares; 2025Q3: 1,614 shares; 2025Q4: 1,639 shares; 2026Q1: 1,139 shares; 2026Q2: 1,150 shares 1,150 $484K 0.04% +11 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: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,857 shares; 2025Q4: 3,857 shares; 2026Q1: 3,802 shares; 2026Q2: 3,802 shares 3,802 $480K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares; 2026Q2: 1,455 shares 1,455 $480K 0.04% +300 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: 22,024 shares; 2024Q4: 20,259 shares; 2025Q1: 20,659 shares; 2025Q2: 20,400 shares; 2025Q3: 20,400 shares; 2025Q4: 21,420 shares; 2026Q1: 22,930 shares; 2026Q2: 23,126 shares 23,126 $479K 0.04% +196 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 416 shares; 2025Q4: 410 shares; 2026Q1: 409 shares; 2026Q2: 405 shares 405 $476K 0.04% -4 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: not reported; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares; 2026Q2: 2,161 shares 2,161 $472K 0.04% +14 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,805 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares; 2026Q2: 3,590 shares 3,590 $469K 0.04% 0 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: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 4,044 shares; 2025Q2: 3,979 shares; 2025Q3: 3,961 shares; 2025Q4: 3,761 shares; 2026Q1: 3,971 shares; 2026Q2: 4,246 shares 4,246 $456K 0.04% +275 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: 1,247 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,477 shares; 2026Q1: 1,507 shares; 2026Q2: 1,510 shares 1,510 $450K 0.04% +3 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 10,950 shares; 2025Q2: 10,950 shares; 2025Q3: 10,950 shares; 2025Q4: 10,950 shares; 2026Q1: 10,950 shares; 2026Q2: 10,950 shares 10,950 $444K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: not reported; 2025Q1: 4,596 shares; 2025Q2: 4,596 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 6,134 shares; 2026Q2: 6,134 shares 6,134 $437K 0.04% 0 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: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,991 shares; 2026Q1: 1,955 shares; 2026Q2: 1,974 shares 1,974 $436K 0.04% +19 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: 19,010 shares; 2024Q4: 19,010 shares; 2025Q1: 18,922 shares; 2025Q2: 18,724 shares; 2025Q3: 18,724 shares; 2025Q4: 18,284 shares; 2026Q1: 17,751 shares; 2026Q2: 17,751 shares 17,751 $436K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,083 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares; 2026Q1: 1,933 shares; 2026Q2: 1,953 shares 1,953 $435K 0.04% +20 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,665 shares; 2026Q2: 4,665 shares 4,665 $435K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,951 shares; 2024Q4: 12,551 shares; 2025Q1: 12,261 shares; 2025Q2: 11,757 shares; 2025Q3: 12,014 shares; 2025Q4: 12,710 shares; 2026Q1: 12,747 shares; 2026Q2: 13,986 shares 13,986 $426K 0.03% +1,239 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE 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: 1,938 shares; 2026Q1: 1,938 shares; 2026Q2: 1,953 shares 1,953 $423K 0.03% +15 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,305 shares; 2024Q4: 8,005 shares; 2025Q1: 8,005 shares; 2025Q2: 8,005 shares; 2025Q3: 7,880 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares; 2026Q2: 7,815 shares 7,815 $422K 0.03% 0 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: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 586 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 996 shares 996 $406K 0.03% +10 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: 8,679 shares; 2025Q2: 8,679 shares; 2025Q3: 8,679 shares; 2025Q4: 8,679 shares; 2026Q1: 8,679 shares; 2026Q2: 8,679 shares 8,679 $397K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $392K 0.03% 0 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: 597 shares; 2024Q4: 562 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 610 shares 610 $387K 0.03% +8 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $385K 0.03% 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: 8,587 shares; 2024Q4: 8,024 shares; 2025Q1: 7,796 shares; 2025Q2: not reported; 2025Q3: 9,621 shares; 2025Q4: 14,494 shares; 2026Q1: 14,123 shares; 2026Q2: 13,993 shares 13,993 $383K 0.03% -130 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,766 shares; 2024Q4: 3,766 shares; 2025Q1: 4,459 shares; 2025Q2: 4,459 shares; 2025Q3: 4,459 shares; 2025Q4: 4,459 shares; 2026Q1: 4,459 shares; 2026Q2: 4,459 shares 4,459 $370K 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; 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: 4,706 shares 4,706 $366K 0.03% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares; 2026Q2: 1,483 shares 1,483 $365K 0.03% 0 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: 784 shares; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 784 shares 784 $360K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,872 shares; 2024Q4: 3,872 shares; 2025Q1: 3,872 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 4,292 shares; 2026Q1: 4,022 shares; 2026Q2: 4,077 shares 4,077 $358K 0.03% +55 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $351K 0.03% 0 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: 162 shares; 2026Q2: 170 shares 170 $338K 0.03% +8 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,443 shares; 2024Q4: 3,341 shares; 2025Q1: 3,297 shares; 2025Q2: 3,297 shares; 2025Q3: 3,297 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares; 2026Q2: 4,187 shares 4,187 $337K 0.03% +890 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 842 shares 842 $335K 0.03% +11 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 9,167 shares; 2025Q1: 9,142 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $332K 0.03% 0 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: 2,190 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,018 shares; 2025Q3: 1,996 shares; 2025Q4: 1,996 shares; 2026Q1: 1,996 shares; 2026Q2: 1,996 shares 1,996 $323K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,295 shares; 2025Q4: 4,235 shares; 2026Q1: 4,435 shares; 2026Q2: 5,815 shares 5,815 $315K 0.03% +1,380 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 606 shares 606 $314K 0.03% +24 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares 1,434 $313K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,136 shares; 2024Q4: 2,071 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,837 shares; 2025Q4: 1,750 shares; 2026Q1: 1,654 shares; 2026Q2: 1,634 shares 1,634 $311K 0.03% -20 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares; 2026Q2: 1,844 shares 1,844 $311K 0.03% 0 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,210 shares; 2026Q1: 1,090 shares; 2026Q2: 1,091 shares 1,091 $304K 0.02% +1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $302K 0.02% 0 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: 1,157 shares; 2026Q2: 1,157 shares 1,157 $301K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $299K 0.02% 0 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: 514 shares 514 $299K 0.02% 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: not reported; 2024Q4: 1,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,207 shares; 2026Q2: 1,207 shares 1,207 $297K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,778 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,678 shares 2,678 $294K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $292K 0.02% 0 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: 250 shares; 2026Q1: not reported; 2026Q2: 252 shares 252 $285K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $284K 0.02% 0 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares; 2026Q2: 3,081 shares 3,081 $284K 0.02% +6 Timeline IWO 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: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $271K 0.02% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares; 2026Q1: 2,382 shares; 2026Q2: 2,382 shares 2,382 $270K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,549 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,479 shares; 2026Q2: 2,479 shares 2,479 $267K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: 3,044 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,044 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares 3,044 $264K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $258K 0.02% 0 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 9,928 shares; 2025Q2: 9,928 shares; 2025Q3: 9,928 shares; 2025Q4: 9,928 shares; 2026Q1: 8,428 shares; 2026Q2: 8,428 shares 8,428 $249K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares; 2026Q2: 3,514 shares 3,514 $248K 0.02% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $238K 0.02% 0 Timeline IWP 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: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $234K 0.02% 0 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: not reported; 2026Q1: not reported; 2026Q2: 1,506 shares 1,506 $231K 0.02% new 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: 200 shares 200 $231K 0.02% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 2,986 shares; 2025Q1: not reported; 2025Q2: 2,986 shares; 2025Q3: 2,986 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,486 shares 2,486 $228K 0.02% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,962 shares; 2024Q4: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 4,962 shares; 2025Q3: 4,962 shares; 2025Q4: 4,962 shares; 2026Q1: 4,912 shares; 2026Q2: 4,912 shares 4,912 $226K 0.02% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 1,250 shares 1,250 $223K 0.02% +1,200 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598 shares; 2026Q2: 1,598 shares 1,598 $219K 0.02% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: not reported; 2026Q2: 643 shares 643 $218K 0.02% new 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares 1,305 $218K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $213K 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: 3,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,420 shares 3,420 $212K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 2,950 shares 2,950 $211K 0.02% 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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $211K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 8,883 shares; 2026Q1: not reported; 2026Q2: 8,883 shares 8,883 $210K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 464 shares; 2026Q2: 464 shares 464 $209K 0.02% 0 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: not reported; 2026Q1: not reported; 2026Q2: 2,806 shares 2,806 $206K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $204K 0.02% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 700 shares; 2026Q1: not reported; 2026Q2: 700 shares 700 $203K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 468 shares 468 $202K 0.02% new Timeline