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: 739,835 shares; 2024Q4: 677,335 shares; 2025Q1: 676,035 shares; 2025Q2: 675,651 shares; 2025Q3: 675,655 shares; 2025Q4: 675,651 shares; 2026Q1: 675,651 shares; 2026Q2: 675,651 shares 675,651 $65M 38.56% 0 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: 14,998 shares; 2024Q4: 14,763 shares; 2025Q1: 14,778 shares; 2025Q2: 12,948 shares; 2025Q3: 13,112 shares; 2025Q4: 13,227 shares; 2026Q1: 15,526 shares; 2026Q2: 15,558 shares 15,558 $5.8M 3.44% +32 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: 17,979 shares; 2024Q4: 17,836 shares; 2025Q1: 17,803 shares; 2025Q2: 15,374 shares; 2025Q3: 15,938 shares; 2025Q4: 15,362 shares; 2026Q1: 15,386 shares; 2026Q2: 15,082 shares 15,082 $4.36M 2.59% -304 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: 15,443 shares; 2024Q4: 14,386 shares; 2025Q1: 14,366 shares; 2025Q2: 15,566 shares; 2025Q3: 15,562 shares; 2025Q4: 15,801 shares; 2026Q1: 15,921 shares; 2026Q2: 15,884 shares 15,884 $3.91M 2.32% -37 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: 13,687 shares; 2024Q4: 14,211 shares; 2025Q1: 14,779 shares; 2025Q2: 16,032 shares; 2025Q3: 17,028 shares; 2025Q4: 17,492 shares; 2026Q1: 22,332 shares; 2026Q2: 18,931 shares 18,931 $3.5M 2.07% -3,401 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: 53,198 shares; 2024Q4: 52,444 shares; 2025Q1: 54,912 shares; 2025Q2: 56,422 shares; 2025Q3: 56,379 shares; 2025Q4: 56,908 shares; 2026Q1: 57,832 shares; 2026Q2: 57,702 shares 57,702 $3.49M 2.07% -130 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: 9,507 shares; 2024Q4: 9,447 shares; 2025Q1: 9,447 shares; 2025Q2: 9,447 shares; 2025Q3: 9,464 shares; 2025Q4: 9,768 shares; 2026Q1: 9,768 shares; 2026Q2: 9,588 shares 9,588 $3.43M 2.03% -180 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: 12,561 shares; 2024Q4: 11,560 shares; 2025Q1: 10,302 shares; 2025Q2: 10,279 shares; 2025Q3: 10,313 shares; 2025Q4: 10,003 shares; 2026Q1: 10,375 shares; 2026Q2: 10,352 shares 10,352 $3.39M 2.01% -23 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: 31,509 shares; 2024Q4: 29,979 shares; 2025Q1: 22,970 shares; 2025Q2: 29,127 shares; 2025Q3: 31,224 shares; 2025Q4: 32,640 shares; 2026Q1: 32,688 shares; 2026Q2: 32,603 shares 32,603 $3.33M 1.98% -85 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: 6,701 shares; 2024Q4: 6,537 shares; 2025Q1: 6,476 shares; 2025Q2: 6,531 shares; 2025Q3: 6,543 shares; 2025Q4: 6,982 shares; 2026Q1: 7,927 shares; 2026Q2: 9,251 shares 9,251 $3.26M 1.93% +1,324 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: 6,677 shares; 2024Q4: 8,791 shares; 2025Q1: 9,084 shares; 2025Q2: 9,138 shares; 2025Q3: 9,178 shares; 2025Q4: 9,031 shares; 2026Q1: 8,382 shares; 2026Q2: 8,754 shares 8,754 $3.17M 1.88% +372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,403 shares; 2026Q2: 21,553 shares 21,553 $3.16M 1.87% +11,150 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: 27,654 shares; 2024Q4: 27,033 shares; 2025Q1: 26,716 shares; 2025Q2: 26,626 shares; 2025Q3: 26,601 shares; 2025Q4: 26,206 shares; 2026Q1: 21,084 shares; 2026Q2: 22,047 shares 22,047 $3.02M 1.79% +963 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: 34,498 shares; 2024Q4: 33,922 shares; 2025Q1: 35,841 shares; 2025Q2: 37,575 shares; 2025Q3: 38,393 shares; 2025Q4: 38,545 shares; 2026Q1: 31,160 shares; 2026Q2: 34,182 shares 34,182 $3M 1.78% +3,022 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: 21,174 shares; 2024Q4: 18,628 shares; 2025Q1: 16,205 shares; 2025Q2: 18,180 shares; 2025Q3: 18,181 shares; 2025Q4: 17,656 shares; 2026Q1: 16,261 shares; 2026Q2: 14,335 shares 14,335 $3M 1.78% -1,926 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,853 shares; 2024Q4: 11,703 shares; 2025Q1: 17,680 shares; 2025Q2: 25,777 shares; 2025Q3: 19,839 shares; 2025Q4: 20,625 shares; 2026Q1: 20,223 shares; 2026Q2: 22,052 shares 22,052 $2.99M 1.77% +1,829 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: 13,077 shares; 2024Q4: 12,612 shares; 2025Q1: 12,889 shares; 2025Q2: 14,005 shares; 2025Q3: 14,013 shares; 2025Q4: 15,307 shares; 2026Q1: 15,398 shares; 2026Q2: 9,922 shares 9,922 $2.96M 1.75% -5,476 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: 27,219 shares; 2024Q4: 28,316 shares; 2025Q1: 28,068 shares; 2025Q2: 28,454 shares; 2025Q3: 28,460 shares; 2025Q4: 28,769 shares; 2026Q1: 31,547 shares; 2026Q2: 34,798 shares 34,798 $2.72M 1.61% +3,251 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,391 shares; 2024Q4: 11,788 shares; 2025Q1: 11,736 shares; 2025Q2: 11,696 shares; 2025Q3: 11,722 shares; 2025Q4: 11,705 shares; 2026Q1: 10,845 shares; 2026Q2: 10,848 shares 10,848 $2.58M 1.53% +3 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,188 shares; 2025Q4: 4,840 shares; 2026Q1: 4,819 shares; 2026Q2: 4,819 shares 4,819 $2.46M 1.46% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,477 shares; 2025Q2: 23,288 shares; 2025Q3: 25,246 shares; 2025Q4: 18,950 shares; 2026Q1: 18,974 shares; 2026Q2: 15,653 shares 15,653 $2.04M 1.21% -3,321 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,481 shares; 2026Q2: 8,558 shares 8,558 $1.92M 1.14% +4,077 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: 54,084 shares; 2024Q4: 53,196 shares; 2025Q1: 52,677 shares; 2025Q2: 58,262 shares; 2025Q3: 61,926 shares; 2025Q4: 54,573 shares; 2026Q1: 65,176 shares; 2026Q2: 77,944 shares 77,944 $1.91M 1.13% +12,768 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: 43,699 shares; 2024Q4: 38,898 shares; 2025Q1: 30,537 shares; 2025Q2: 21,277 shares; 2025Q3: 20,137 shares; 2025Q4: 19,497 shares; 2026Q1: 17,199 shares; 2026Q2: 12,496 shares 12,496 $1.81M 1.07% -4,703 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 20,336 shares; 2025Q4: 20,853 shares; 2026Q1: 21,768 shares; 2026Q2: 31,189 shares 31,189 $1.79M 1.06% +9,421 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 24,200 shares; 2026Q2: 24,200 shares 24,200 $1.59M 0.94% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 5,630 shares; 2025Q4: 6,544 shares; 2026Q1: 6,658 shares; 2026Q2: 10,477 shares 10,477 $1.46M 0.86% +3,819 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: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,517 shares; 2026Q1: 2,532 shares; 2026Q2: 2,528 shares 2,528 $1.21M 0.72% -4 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,729 shares; 2024Q4: 27,619 shares; 2025Q1: 27,729 shares; 2025Q2: 26,093 shares; 2025Q3: 25,493 shares; 2025Q4: 25,593 shares; 2026Q1: 25,593 shares; 2026Q2: 22,593 shares 22,593 $1.17M 0.69% -3,000 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: 1,309 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,158 shares 1,158 $1.12M 0.66% -149 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: 5,260 shares; 2024Q4: 5,217 shares; 2025Q1: 5,136 shares; 2025Q2: 5,136 shares; 2025Q3: 5,239 shares; 2025Q4: 5,185 shares; 2026Q1: 5,185 shares; 2026Q2: 5,122 shares 5,122 $1.02M 0.61% -63 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: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,710 shares 1,710 $993K 0.59% +40 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: 8,073 shares; 2024Q4: 8,107 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,912 shares; 2025Q4: 3,776 shares; 2026Q1: 3,937 shares; 2026Q2: 3,947 shares 3,947 $993K 0.59% +10 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: 7,241 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,220 shares; 2025Q3: 7,187 shares; 2025Q4: 7,107 shares; 2026Q1: 7,055 shares; 2026Q2: 4,022 shares 4,022 $959K 0.57% -3,033 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: 389 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 372 shares; 2025Q3: 443 shares; 2025Q4: 431 shares; 2026Q1: 429 shares; 2026Q2: 424 shares 424 $844K 0.5% -5 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,909 shares 2,909 $776K 0.46% new 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: 2,573 shares; 2024Q4: 2,556 shares; 2025Q1: 2,545 shares; 2025Q2: 1,908 shares; 2025Q3: 1,888 shares; 2025Q4: 1,817 shares; 2026Q1: 1,815 shares; 2026Q2: 1,948 shares 1,948 $736K 0.44% +133 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,041 shares 6,041 $711K 0.42% new 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: 2,237 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,742 shares; 2025Q4: 1,310 shares; 2026Q1: 1,187 shares; 2026Q2: 1,206 shares 1,206 $679K 0.4% +19 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: 3,349 shares; 2025Q3: 3,649 shares; 2025Q4: 3,642 shares; 2026Q1: 3,633 shares; 2026Q2: 3,629 shares 3,629 $657K 0.39% -4 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: 8,810 shares; 2024Q4: 8,810 shares; 2025Q1: 8,810 shares; 2025Q2: 8,810 shares; 2025Q3: 8,810 shares; 2025Q4: 8,810 shares; 2026Q1: 8,810 shares; 2026Q2: 8,810 shares 8,810 $655K 0.39% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $625K 0.37% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 2,270 shares; 2025Q4: 3,212 shares; 2026Q1: 3,203 shares; 2026Q2: 2,548 shares 2,548 $542K 0.32% -655 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,664 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,647 shares; 2025Q4: 7,247 shares; 2026Q1: 6,844 shares; 2026Q2: 6,233 shares 6,233 $542K 0.32% -611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,949 shares 5,949 $540K 0.32% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,039 shares; 2025Q4: 1,033 shares; 2026Q1: 1,105 shares; 2026Q2: 1,073 shares 1,073 $537K 0.32% -32 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,074 shares; 2026Q2: 4,294 shares 4,294 $533K 0.32% +3,220 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: 1,670 shares; 2024Q4: 1,773 shares; 2025Q1: 1,679 shares; 2025Q2: 1,729 shares; 2025Q3: 1,647 shares; 2025Q4: 1,522 shares; 2026Q1: 1,491 shares; 2026Q2: 1,506 shares 1,506 $532K 0.32% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,882 shares 1,882 $509K 0.3% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,207 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,147 shares; 2025Q4: 3,148 shares; 2026Q1: 2,828 shares; 2026Q2: 2,828 shares 2,828 $478K 0.28% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,431 shares; 2026Q1: 4,975 shares; 2026Q2: 4,975 shares 4,975 $477K 0.28% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $468K 0.28% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,223 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,811 shares; 2025Q4: 25,539 shares; 2026Q1: 24,564 shares; 2026Q2: 21,388 shares 21,388 $409K 0.24% -3,176 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: 2,400 shares; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,401 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $408K 0.24% 0 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,730 shares; 2025Q4: 2,619 shares; 2026Q1: 2,723 shares; 2026Q2: 2,719 shares 2,719 $398K 0.24% -4 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 3,356 shares; 2026Q1: 3,356 shares; 2026Q2: 3,356 shares 3,356 $397K 0.24% 0 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: 389 shares; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 299 shares; 2025Q3: 302 shares; 2025Q4: 299 shares; 2026Q1: 321 shares; 2026Q2: 326 shares 326 $391K 0.23% +5 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: 9,570 shares; 2025Q1: 9,570 shares; 2025Q2: 9,570 shares; 2025Q3: 9,822 shares; 2025Q4: 9,826 shares; 2026Q1: 9,830 shares; 2026Q2: 9,834 shares 9,834 $361K 0.21% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,580 shares; 2026Q2: 2,187 shares 2,187 $343K 0.2% +607 Timeline TRP TC ENERGY CORP More: the full row for TC 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: 4,017 shares; 2025Q4: 4,017 shares; 2026Q1: not reported; 2026Q2: 5,121 shares 5,121 $339K 0.2% new 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: 6,119 shares; 2024Q4: 6,119 shares; 2025Q1: 6,119 shares; 2025Q2: 6,119 shares; 2025Q3: 6,119 shares; 2025Q4: 6,119 shares; 2026Q1: 6,119 shares; 2026Q2: 6,066 shares 6,066 $329K 0.19% -53 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: 855 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 692 shares; 2025Q4: 668 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $327K 0.19% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326 shares; 2024Q4: 316 shares; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 322 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $314K 0.19% 0 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: 377 shares; 2024Q4: 377 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 398 shares; 2025Q4: 377 shares; 2026Q1: 324 shares; 2026Q2: 329 shares 329 $308K 0.18% +5 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: 4,056 shares; 2024Q4: 3,581 shares; 2025Q1: 3,581 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 3,529 shares; 2026Q1: 3,529 shares; 2026Q2: 3,529 shares 3,529 $306K 0.18% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,730 shares 1,730 $304K 0.18% -45 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 690 shares; 2025Q2: 737 shares; 2025Q3: 756 shares; 2025Q4: 573 shares; 2026Q1: 561 shares; 2026Q2: 661 shares 661 $303K 0.18% +100 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 6,437 shares; 2025Q4: 6,104 shares; 2026Q1: 6,104 shares; 2026Q2: 6,104 shares 6,104 $303K 0.18% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,719 shares; 2024Q4: 6,389 shares; 2025Q1: 6,389 shares; 2025Q2: 6,389 shares; 2025Q3: 6,554 shares; 2025Q4: 6,554 shares; 2026Q1: 6,048 shares; 2026Q2: 5,997 shares 5,997 $277K 0.16% -51 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares; 2026Q2: 419 shares 419 $275K 0.16% -1,343 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: not reported; 2026Q2: 1,430 shares 1,430 $271K 0.16% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,222 shares; 2026Q1: 5,692 shares; 2026Q2: 2,167 shares 2,167 $270K 0.16% -3,525 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares; 2026Q2: 2,777 shares 2,777 $270K 0.16% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,489 shares; 2026Q2: 7,489 shares 7,489 $254K 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 341 shares 341 $251K 0.15% -1,170 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $229K 0.14% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $226K 0.13% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $226K 0.13% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,280 shares; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 7,384 shares; 2026Q1: not reported; 2026Q2: 7,384 shares 7,384 $214K 0.13% new 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: 377 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 388 shares; 2025Q3: 394 shares; 2025Q4: 1,655 shares; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $208K 0.12% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,629 shares; 2024Q4: 15,429 shares; 2025Q1: 15,429 shares; 2025Q2: 15,429 shares; 2025Q3: 15,429 shares; 2025Q4: 15,299 shares; 2026Q1: 15,299 shares; 2026Q2: 15,299 shares 15,299 $204K 0.12% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; 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: 5,077 shares; 2026Q2: 5,077 shares 5,077 $201K 0.12% 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: 191 shares; 2024Q4: 189 shares; 2025Q1: 183 shares; 2025Q2: 2,790 shares; 2025Q3: 2,794 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,175 shares 2,175 $200K 0.12% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 32,018 shares; 2026Q2: 32,018 shares 32,018 $187K 0.11% 0 Timeline