AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,145 shares; 2025Q1: 66,022 shares; 2025Q2: 66,337 shares; 2025Q3: 66,015 shares; 2025Q4: 65,089 shares; 2026Q1: 64,934 shares; 2026Q2: 64,575 shares; 2026Q3: 63,979 shares 63,979 $21.3M 8.06% -596 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,090 shares; 2025Q1: 27,102 shares; 2025Q2: 27,160 shares; 2025Q3: 26,755 shares; 2025Q4: 26,343 shares; 2026Q1: 26,374 shares; 2026Q2: 26,238 shares; 2026Q3: 26,355 shares 26,355 $13.5M 5.11% +117 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,468 shares; 2025Q1: 25,697 shares; 2025Q2: 26,233 shares; 2025Q3: 25,873 shares; 2025Q4: 25,596 shares; 2026Q1: 25,389 shares; 2026Q2: 25,071 shares; 2026Q3: 24,973 shares 24,973 $8.51M 3.22% -98 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,260 shares; 2025Q1: 36,129 shares; 2025Q2: 36,995 shares; 2025Q3: 36,352 shares; 2025Q4: 35,716 shares; 2026Q1: 35,858 shares; 2026Q2: 34,769 shares; 2026Q3: 34,253 shares 34,253 $7.82M 2.96% -516 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,344 shares; 2025Q1: 24,051 shares; 2025Q2: 24,152 shares; 2025Q3: 23,702 shares; 2025Q4: 23,526 shares; 2026Q1: 23,543 shares; 2026Q2: 23,408 shares; 2026Q3: 23,305 shares 23,305 $7.71M 2.92% -103 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,208 shares; 2025Q1: 83,977 shares; 2025Q2: 86,364 shares; 2025Q3: 87,026 shares; 2025Q4: 84,339 shares; 2026Q1: 85,874 shares; 2026Q2: 85,619 shares; 2026Q3: 85,406 shares 85,406 $6.14M 2.32% -213 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,718 shares; 2025Q1: 24,332 shares; 2025Q2: 24,992 shares; 2025Q3: 24,595 shares; 2025Q4: 24,535 shares; 2026Q1: 24,430 shares; 2026Q2: 24,442 shares; 2026Q3: 24,187 shares 24,187 $6.03M 2.28% -255 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,770 shares; 2025Q1: 17,024 shares; 2025Q2: 17,039 shares; 2025Q3: 17,024 shares; 2025Q4: 16,623 shares; 2026Q1: 16,610 shares; 2026Q2: 16,600 shares; 2026Q3: 16,440 shares 16,440 $5.66M 2.14% -160 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,027 shares; 2025Q1: 38,348 shares; 2025Q2: 39,773 shares; 2025Q3: 39,925 shares; 2025Q4: 39,755 shares; 2026Q1: 40,598 shares; 2026Q2: 40,453 shares; 2026Q3: 40,366 shares 40,366 $5.49M 2.08% -87 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; 2024Q4: 11,149 shares; 2025Q1: 11,248 shares; 2025Q2: 11,491 shares; 2025Q3: 11,124 shares; 2025Q4: 10,838 shares; 2026Q1: 10,731 shares; 2026Q2: 10,632 shares; 2026Q3: 10,624 shares 10,624 $5.43M 2.05% -8 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,487 shares; 2025Q1: 7,642 shares; 2025Q2: 7,968 shares; 2025Q3: 7,879 shares; 2025Q4: 7,771 shares; 2026Q1: 7,669 shares; 2026Q2: 7,649 shares; 2026Q3: 7,334 shares 7,334 $5.43M 2.05% -315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,489 shares; 2025Q1: 6,646 shares; 2025Q2: 6,717 shares; 2025Q3: 6,628 shares; 2025Q4: 6,568 shares; 2026Q1: 6,459 shares; 2026Q2: 6,348 shares; 2026Q3: 6,378 shares 6,378 $5.17M 1.96% +30 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,975 shares; 2025Q1: 18,076 shares; 2025Q2: 18,264 shares; 2025Q3: 18,236 shares; 2025Q4: 18,259 shares; 2026Q1: 18,217 shares; 2026Q2: 18,174 shares; 2026Q3: 17,997 shares 17,997 $4.71M 1.78% -177 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,321 shares; 2025Q1: 5,238 shares; 2025Q2: 5,215 shares; 2025Q3: 5,407 shares; 2025Q4: 4,982 shares; 2026Q1: 4,988 shares; 2026Q2: 4,960 shares; 2026Q3: 4,948 shares 4,948 $4.5M 1.7% -12 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; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 6,223 shares; 2025Q3: 6,126 shares; 2025Q4: 6,116 shares; 2026Q1: 6,182 shares; 2026Q2: 6,164 shares; 2026Q3: 6,170 shares 6,170 $4.47M 1.69% +6 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,676 shares; 2025Q1: 4,757 shares; 2025Q2: 5,091 shares; 2025Q3: 5,128 shares; 2025Q4: 5,291 shares; 2026Q1: 5,679 shares; 2026Q2: 5,727 shares; 2026Q3: 5,710 shares 5,710 $4.35M 1.65% -17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,039 shares; 2025Q1: 7,930 shares; 2025Q2: 7,911 shares; 2025Q3: 7,786 shares; 2025Q4: 7,588 shares; 2026Q1: 7,563 shares; 2026Q2: 7,553 shares; 2026Q3: 7,528 shares 7,528 $4.15M 1.57% -25 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,776 shares; 2025Q1: 18,251 shares; 2025Q2: 27,209 shares; 2025Q3: 29,401 shares; 2025Q4: 33,363 shares; 2026Q1: 35,795 shares; 2026Q2: 36,265 shares; 2026Q3: 37,358 shares 37,358 $3.88M 1.47% +1,093 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; 2024Q4: 13,118 shares; 2025Q1: 13,081 shares; 2025Q2: 13,116 shares; 2025Q3: 13,018 shares; 2025Q4: 12,842 shares; 2026Q1: 12,815 shares; 2026Q2: 12,756 shares; 2026Q3: 12,641 shares 12,641 $3.84M 1.45% -115 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,482 shares; 2025Q1: 6,678 shares; 2025Q2: 7,290 shares; 2025Q3: 7,335 shares; 2025Q4: 7,414 shares; 2026Q1: 7,427 shares; 2026Q2: 7,527 shares; 2026Q3: 7,498 shares 7,498 $3.81M 1.44% -29 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,300 shares; 2025Q1: 16,128 shares; 2025Q2: 16,928 shares; 2025Q3: 17,922 shares; 2025Q4: 18,320 shares; 2026Q1: 18,752 shares; 2026Q2: 18,361 shares; 2026Q3: 18,333 shares 18,333 $3.8M 1.44% -28 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; 2024Q4: 33,302 shares; 2025Q1: 33,741 shares; 2025Q2: 34,490 shares; 2025Q3: 34,459 shares; 2025Q4: 35,087 shares; 2026Q1: 35,247 shares; 2026Q2: 34,989 shares; 2026Q3: 35,307 shares 35,307 $3.8M 1.44% +318 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,364 shares; 2025Q1: 19,289 shares; 2025Q2: 19,268 shares; 2025Q3: 19,250 shares; 2025Q4: 19,107 shares; 2026Q1: 19,103 shares; 2026Q2: 19,101 shares; 2026Q3: 18,937 shares 18,937 $3.61M 1.37% -164 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,527 shares 21,527 $3.5M 1.33% new 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; 2024Q4: 8,130 shares; 2025Q1: 8,380 shares; 2025Q2: 8,402 shares; 2025Q3: 8,501 shares; 2025Q4: 8,433 shares; 2026Q1: 8,581 shares; 2026Q2: 8,563 shares; 2026Q3: 8,692 shares 8,692 $3.25M 1.23% +129 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; 2024Q4: 8,537 shares; 2025Q1: 8,067 shares; 2025Q2: 7,608 shares; 2025Q3: 7,509 shares; 2025Q4: 7,435 shares; 2026Q1: 7,453 shares; 2026Q2: 7,393 shares; 2026Q3: 7,356 shares 7,356 $2.85M 1.08% -37 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,895 shares; 2025Q1: 12,698 shares; 2025Q2: 12,947 shares; 2025Q3: 12,957 shares; 2025Q4: 12,885 shares; 2026Q1: 12,865 shares; 2026Q2: 12,751 shares; 2026Q3: 12,742 shares 12,742 $2.82M 1.07% -9 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; 2024Q4: 11,060 shares; 2025Q1: 10,982 shares; 2025Q2: 10,909 shares; 2025Q3: 11,110 shares; 2025Q4: 10,449 shares; 2026Q1: 10,154 shares; 2026Q2: 9,869 shares; 2026Q3: 9,662 shares 9,662 $2.75M 1.04% -207 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,631 shares; 2025Q1: 10,553 shares; 2025Q2: 10,534 shares; 2025Q3: 10,478 shares; 2025Q4: 10,258 shares; 2026Q1: 10,166 shares; 2026Q2: 10,166 shares; 2026Q3: 10,131 shares 10,131 $2.68M 1.01% -35 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; 2024Q4: 35,127 shares; 2025Q1: 35,408 shares; 2025Q2: 35,380 shares; 2025Q3: 35,582 shares; 2025Q4: 35,500 shares; 2026Q1: 35,298 shares; 2026Q2: 35,223 shares; 2026Q3: 34,358 shares 34,358 $2.6M 0.98% -865 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,970 shares; 2025Q1: 11,543 shares; 2025Q2: 11,611 shares; 2025Q3: 11,773 shares; 2025Q4: 11,014 shares; 2026Q1: 11,363 shares; 2026Q2: 11,367 shares; 2026Q3: 11,531 shares 11,531 $2.35M 0.89% +164 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; 2024Q4: 5,887 shares; 2025Q1: 5,951 shares; 2025Q2: 6,273 shares; 2025Q3: 6,959 shares; 2025Q4: 7,037 shares; 2026Q1: 7,136 shares; 2026Q2: 6,358 shares; 2026Q3: 6,377 shares 6,377 $2.34M 0.89% +19 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,935 shares; 2025Q1: 13,848 shares; 2025Q2: 13,626 shares; 2025Q3: 13,296 shares; 2025Q4: 12,946 shares; 2026Q1: 12,881 shares; 2026Q2: 12,486 shares; 2026Q3: 16,077 shares 16,077 $2.34M 0.88% +3,591 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,798 shares; 2025Q1: 23,549 shares; 2025Q2: 21,104 shares; 2025Q3: 19,750 shares; 2025Q4: 19,215 shares; 2026Q1: 18,861 shares; 2026Q2: 19,095 shares; 2026Q3: 19,340 shares 19,340 $2.33M 0.88% +245 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,947 shares; 2025Q1: 40,209 shares; 2025Q2: 41,508 shares; 2025Q3: 41,939 shares; 2025Q4: 41,890 shares; 2026Q1: 42,326 shares; 2026Q2: 42,135 shares; 2026Q3: 42,279 shares 42,279 $2.3M 0.87% +144 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; 2024Q4: 4,775 shares; 2025Q1: 4,724 shares; 2025Q2: 4,697 shares; 2025Q3: 4,651 shares; 2025Q4: 4,538 shares; 2026Q1: 4,545 shares; 2026Q2: 4,545 shares; 2026Q3: 4,451 shares 4,451 $2.27M 0.86% -94 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; 2024Q4: 5,177 shares; 2025Q1: 5,362 shares; 2025Q2: 4,555 shares; 2025Q3: 3,770 shares; 2025Q4: 3,863 shares; 2026Q1: 3,644 shares; 2026Q2: 3,569 shares; 2026Q3: 3,698 shares 3,698 $2.26M 0.86% +129 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,085 shares; 2025Q1: 14,189 shares; 2025Q2: 13,891 shares; 2025Q3: 13,756 shares; 2025Q4: 12,817 shares; 2026Q1: 12,650 shares; 2026Q2: 12,600 shares; 2026Q3: 12,600 shares 12,600 $2.25M 0.85% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,344 shares; 2025Q1: 5,468 shares; 2025Q2: 5,701 shares; 2025Q3: 5,951 shares; 2025Q4: 6,148 shares; 2026Q1: 6,300 shares; 2026Q2: 6,228 shares; 2026Q3: 6,254 shares 6,254 $2.25M 0.85% +26 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; 2024Q4: 19,742 shares; 2025Q1: 20,710 shares; 2025Q2: 22,341 shares; 2025Q3: 24,888 shares; 2025Q4: 25,998 shares; 2026Q1: 26,577 shares; 2026Q2: 26,483 shares; 2026Q3: 25,789 shares 25,789 $2.22M 0.84% -694 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; 2024Q4: 8,096 shares; 2025Q1: 8,096 shares; 2025Q2: 8,101 shares; 2025Q3: 8,078 shares; 2025Q4: 7,993 shares; 2026Q1: 7,893 shares; 2026Q2: 7,883 shares; 2026Q3: 7,883 shares 7,883 $2.21M 0.84% 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; 2024Q4: 27,766 shares; 2025Q1: 28,637 shares; 2025Q2: 30,454 shares; 2025Q3: 32,235 shares; 2025Q4: 33,154 shares; 2026Q1: 33,402 shares; 2026Q2: 32,823 shares; 2026Q3: 32,356 shares 32,356 $2.02M 0.76% -467 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,718 shares; 2025Q1: 8,688 shares; 2025Q2: 8,613 shares; 2025Q3: 8,608 shares; 2025Q4: 8,484 shares; 2026Q1: 8,449 shares; 2026Q2: 8,379 shares; 2026Q3: 8,189 shares 8,189 $1.89M 0.72% -190 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,713 shares; 2025Q1: 10,713 shares; 2025Q2: 10,647 shares; 2025Q3: 10,568 shares; 2025Q4: 10,223 shares; 2026Q1: 10,168 shares; 2026Q2: 10,093 shares; 2026Q3: 10,093 shares 10,093 $1.87M 0.71% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,861 shares; 2025Q1: 4,610 shares; 2025Q2: 4,316 shares; 2025Q3: 4,390 shares; 2025Q4: 4,645 shares; 2026Q1: 4,651 shares; 2026Q2: 4,639 shares; 2026Q3: 4,528 shares 4,528 $1.61M 0.61% -111 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; 2024Q4: 12,926 shares; 2025Q1: 13,761 shares; 2025Q2: 19,222 shares; 2025Q3: 19,646 shares; 2025Q4: 21,838 shares; 2026Q1: 25,405 shares; 2026Q2: 25,536 shares; 2026Q3: 26,389 shares 26,389 $1.57M 0.59% +853 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,827 shares; 2025Q1: 3,158 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,129 shares; 2026Q1: 3,129 shares; 2026Q2: 3,129 shares; 2026Q3: 3,129 shares 3,129 $1.56M 0.59% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,403 shares; 2025Q1: 4,408 shares; 2025Q2: 4,585 shares; 2025Q3: 4,288 shares; 2025Q4: 4,338 shares; 2026Q1: 4,285 shares; 2026Q2: 4,191 shares; 2026Q3: 4,354 shares 4,354 $1.53M 0.58% +163 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,460 shares; 2026Q3: 5,460 shares 5,460 $1.51M 0.57% 0 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; 2024Q4: 6,140 shares; 2025Q1: 6,299 shares; 2025Q2: 7,447 shares; 2025Q3: 8,856 shares; 2025Q4: 9,542 shares; 2026Q1: 9,873 shares; 2026Q2: 9,837 shares; 2026Q3: 10,138 shares 10,138 $1.51M 0.57% +301 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,093 shares; 2025Q1: 12,093 shares; 2025Q2: 12,234 shares; 2025Q3: 12,755 shares; 2025Q4: 13,458 shares; 2026Q1: 13,948 shares; 2026Q2: 14,072 shares; 2026Q3: 14,331 shares 14,331 $1.49M 0.56% +259 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,013 shares; 2025Q1: 1,137 shares; 2025Q2: 1,282 shares; 2025Q3: 1,396 shares; 2025Q4: 1,435 shares; 2026Q1: 1,467 shares; 2026Q2: 1,398 shares; 2026Q3: 1,356 shares 1,356 $1.44M 0.54% -42 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; 2024Q4: 8,299 shares; 2025Q1: 8,299 shares; 2025Q2: 8,292 shares; 2025Q3: 7,836 shares; 2025Q4: 7,346 shares; 2026Q1: 8,442 shares; 2026Q2: 8,547 shares; 2026Q3: 8,945 shares 8,945 $1.3M 0.49% +398 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,299 shares; 2025Q1: 3,283 shares; 2025Q2: 3,234 shares; 2025Q3: 3,108 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares; 2026Q2: 3,017 shares; 2026Q3: 3,017 shares 3,017 $1.27M 0.48% 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; 2024Q4: 12,033 shares; 2025Q1: 11,832 shares; 2025Q2: 11,718 shares; 2025Q3: 11,724 shares; 2025Q4: 11,356 shares; 2026Q1: 11,232 shares; 2026Q2: 11,152 shares; 2026Q3: 11,052 shares 11,052 $1.26M 0.48% -100 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; 2024Q4: 3,191 shares; 2025Q1: 3,191 shares; 2025Q2: 3,241 shares; 2025Q3: 3,187 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 3,006 shares; 2026Q3: 3,006 shares 3,006 $1.19M 0.45% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,946 shares; 2025Q1: 2,945 shares; 2025Q2: 2,923 shares; 2025Q3: 2,880 shares; 2025Q4: 2,830 shares; 2026Q1: 2,766 shares; 2026Q2: 2,766 shares; 2026Q3: 2,761 shares 2,761 $1.19M 0.45% -5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,731 shares; 2025Q1: 8,600 shares; 2025Q2: 8,910 shares; 2025Q3: 9,018 shares; 2025Q4: 9,305 shares; 2026Q1: 9,330 shares; 2026Q2: 9,218 shares; 2026Q3: 9,173 shares 9,173 $1.15M 0.43% -45 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,943 shares; 2025Q1: 4,486 shares; 2025Q2: 4,224 shares; 2025Q3: 3,318 shares; 2025Q4: 3,127 shares; 2026Q1: 3,040 shares; 2026Q2: 3,011 shares; 2026Q3: 2,937 shares 2,937 $1.14M 0.43% -74 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,893 shares; 2025Q1: 9,064 shares; 2025Q2: 9,117 shares; 2025Q3: 8,466 shares; 2025Q4: 8,672 shares; 2026Q1: 8,709 shares; 2026Q2: 8,387 shares; 2026Q3: 8,113 shares 8,113 $1.11M 0.42% -274 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,037 shares; 2025Q1: 21,278 shares; 2025Q2: 20,888 shares; 2025Q3: 14,287 shares; 2025Q4: 12,968 shares; 2026Q1: 12,335 shares; 2026Q2: 11,785 shares; 2026Q3: 11,283 shares 11,283 $1.06M 0.4% -502 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,052 shares; 2025Q1: 7,302 shares; 2025Q2: 7,997 shares; 2025Q3: 8,255 shares; 2025Q4: 8,808 shares; 2026Q1: 8,985 shares; 2026Q2: 8,900 shares; 2026Q3: 9,019 shares 9,019 $1.05M 0.4% +119 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,558 shares; 2025Q1: 8,440 shares; 2025Q2: 8,444 shares; 2025Q3: 8,340 shares; 2025Q4: 8,158 shares; 2026Q1: 8,068 shares; 2026Q2: 8,068 shares; 2026Q3: 8,018 shares 8,018 $1.02M 0.38% -50 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; 2024Q4: 845 shares; 2025Q1: 857 shares; 2025Q2: 861 shares; 2025Q3: 860 shares; 2025Q4: 868 shares; 2026Q1: 873 shares; 2026Q2: 868 shares; 2026Q3: 868 shares 868 $1M 0.38% 0 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; 2024Q4: 3,917 shares; 2025Q1: 3,917 shares; 2025Q2: 3,813 shares; 2025Q3: 3,764 shares; 2025Q4: 3,800 shares; 2026Q1: 3,780 shares; 2026Q2: 3,710 shares; 2026Q3: 3,655 shares 3,655 $995K 0.38% -55 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,645 shares; 2025Q3: 3,631 shares; 2025Q4: 3,476 shares; 2026Q1: 3,476 shares; 2026Q2: 3,476 shares; 2026Q3: 3,443 shares 3,443 $988K 0.37% -33 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,239 shares; 2025Q1: 3,169 shares; 2025Q2: 2,971 shares; 2025Q3: 2,887 shares; 2025Q4: 2,793 shares; 2026Q1: 2,734 shares; 2026Q2: 2,706 shares; 2026Q3: 2,697 shares 2,697 $959K 0.36% -9 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,853 shares; 2025Q1: 10,577 shares; 2025Q2: 10,485 shares; 2025Q3: 10,485 shares; 2025Q4: 10,195 shares; 2026Q1: 9,890 shares; 2026Q2: 9,595 shares; 2026Q3: 9,357 shares 9,357 $922K 0.35% -238 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; 2024Q4: 6,090 shares; 2025Q1: 6,087 shares; 2025Q2: 6,036 shares; 2025Q3: 6,015 shares; 2025Q4: 5,916 shares; 2026Q1: 5,943 shares; 2026Q2: 5,938 shares; 2026Q3: 5,940 shares 5,940 $921K 0.35% +2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares; 2026Q3: 2,812 shares 2,812 $909K 0.34% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,735 shares; 2025Q2: 7,077 shares; 2025Q3: 9,118 shares; 2025Q4: 10,060 shares; 2026Q1: 10,410 shares; 2026Q2: 10,343 shares; 2026Q3: 10,826 shares 10,826 $904K 0.34% +483 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; 2024Q4: 24,098 shares; 2025Q1: 23,497 shares; 2025Q2: 23,576 shares; 2025Q3: 22,053 shares; 2025Q4: 20,387 shares; 2026Q1: 20,128 shares; 2026Q2: 20,028 shares; 2026Q3: 19,306 shares 19,306 $886K 0.33% -722 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,882 shares; 2025Q1: 37,333 shares; 2025Q2: 36,265 shares; 2025Q3: 35,535 shares; 2025Q4: 34,641 shares; 2026Q1: 33,131 shares; 2026Q2: 31,225 shares; 2026Q3: 30,965 shares 30,965 $883K 0.33% -260 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; 2024Q4: 42,480 shares; 2025Q1: 43,621 shares; 2025Q2: 44,608 shares; 2025Q3: 44,875 shares; 2025Q4: 44,390 shares; 2026Q1: 45,535 shares; 2026Q2: 42,437 shares; 2026Q3: 38,787 shares 38,787 $844K 0.32% -3,650 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; 2024Q4: 18,487 shares; 2025Q1: 18,017 shares; 2025Q2: 16,362 shares; 2025Q3: 14,927 shares; 2025Q4: 14,872 shares; 2026Q1: 14,849 shares; 2026Q2: 14,801 shares; 2026Q3: 14,429 shares 14,429 $834K 0.32% -372 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,727 shares; 2025Q1: 8,810 shares; 2025Q2: 8,655 shares; 2025Q3: 8,195 shares; 2025Q4: 8,434 shares; 2026Q1: 8,297 shares; 2026Q2: 8,219 shares; 2026Q3: 8,607 shares 8,607 $823K 0.31% +388 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,594 shares; 2025Q1: 2,454 shares; 2025Q2: 2,536 shares; 2025Q3: 2,512 shares; 2025Q4: 2,620 shares; 2026Q1: 2,603 shares; 2026Q2: 2,543 shares; 2026Q3: 2,522 shares 2,522 $820K 0.31% -21 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; 2024Q4: 3,585 shares; 2025Q1: 3,581 shares; 2025Q2: 3,567 shares; 2025Q3: 3,555 shares; 2025Q4: 3,711 shares; 2026Q1: 3,727 shares; 2026Q2: 3,727 shares; 2026Q3: 3,720 shares 3,720 $818K 0.31% -7 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; 2024Q4: 2,578 shares; 2025Q1: 2,657 shares; 2025Q2: 2,577 shares; 2025Q3: 2,508 shares; 2025Q4: 2,650 shares; 2026Q1: 2,786 shares; 2026Q2: 2,692 shares; 2026Q3: 2,951 shares 2,951 $802K 0.3% +259 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,138 shares; 2025Q1: 5,459 shares; 2025Q2: 5,940 shares; 2025Q3: 6,068 shares; 2025Q4: 6,462 shares; 2026Q1: 6,484 shares; 2026Q2: 6,495 shares; 2026Q3: 6,008 shares 6,008 $772K 0.29% -487 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 869 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares; 2026Q3: 994 shares 994 $761K 0.29% +142 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,380 shares; 2025Q1: 5,071 shares; 2025Q2: 6,098 shares; 2025Q3: 6,305 shares; 2025Q4: 6,859 shares; 2026Q1: 6,929 shares; 2026Q2: 6,874 shares; 2026Q3: 7,067 shares 7,067 $749K 0.28% +193 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,126 shares; 2025Q1: 6,566 shares; 2025Q2: 6,559 shares; 2025Q3: 6,554 shares; 2025Q4: 6,444 shares; 2026Q1: 6,440 shares; 2026Q2: 6,440 shares; 2026Q3: 6,335 shares 6,335 $745K 0.28% -105 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; 2024Q4: 3,830 shares; 2025Q1: 3,497 shares; 2025Q2: 3,487 shares; 2025Q3: 3,492 shares; 2025Q4: 3,322 shares; 2026Q1: 3,337 shares; 2026Q2: 3,337 shares; 2026Q3: 3,300 shares 3,300 $733K 0.28% -37 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; 2024Q4: 11,676 shares; 2025Q1: 11,651 shares; 2025Q2: 11,711 shares; 2025Q3: 11,705 shares; 2025Q4: 10,930 shares; 2026Q1: 10,930 shares; 2026Q2: 10,760 shares; 2026Q3: 10,630 shares 10,630 $716K 0.27% -130 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; 2024Q4: 18,517 shares; 2025Q1: 18,444 shares; 2025Q2: 26,476 shares; 2025Q3: 32,936 shares; 2025Q4: 32,520 shares; 2026Q1: 31,101 shares; 2026Q2: 30,151 shares; 2026Q3: 29,162 shares 29,162 $712K 0.27% -989 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,091 shares; 2025Q1: 10,021 shares; 2025Q2: 9,421 shares; 2025Q3: 9,421 shares; 2025Q4: 9,166 shares; 2026Q1: 9,166 shares; 2026Q2: 9,166 shares; 2026Q3: 9,006 shares 9,006 $700K 0.26% -160 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; 2024Q4: 19,857 shares; 2025Q1: 17,233 shares; 2025Q2: 14,593 shares; 2025Q3: 11,039 shares; 2025Q4: 9,679 shares; 2026Q1: 9,276 shares; 2026Q2: 8,470 shares; 2026Q3: 8,156 shares 8,156 $699K 0.26% -314 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,993 shares; 2025Q1: 4,993 shares; 2025Q2: 4,948 shares; 2025Q3: 5,120 shares; 2025Q4: 4,840 shares; 2026Q1: 4,840 shares; 2026Q2: 4,745 shares; 2026Q3: 4,445 shares 4,445 $676K 0.26% -300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,495 shares; 2025Q1: 10,981 shares; 2025Q2: 13,284 shares; 2025Q3: 14,315 shares; 2025Q4: 15,332 shares; 2026Q1: 15,567 shares; 2026Q2: 15,109 shares; 2026Q3: 14,441 shares 14,441 $672K 0.25% -668 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,119 shares 3,119 $658K 0.25% new 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; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,325 shares; 2026Q3: 2,325 shares 2,325 $647K 0.24% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,017 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares; 2026Q3: 1,979 shares 1,979 $618K 0.23% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,241 shares 7,241 $617K 0.23% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,450 shares; 2025Q1: 1,620 shares; 2025Q2: 2,012 shares; 2025Q3: 2,663 shares; 2025Q4: 2,898 shares; 2026Q1: 3,054 shares; 2026Q2: 3,057 shares; 2026Q3: 3,239 shares 3,239 $596K 0.23% +182 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,433 shares; 2025Q1: 2,433 shares; 2025Q2: 2,433 shares; 2025Q3: 2,408 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares; 2026Q2: 2,333 shares; 2026Q3: 2,333 shares 2,333 $596K 0.23% 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; 2024Q4: 6,184 shares; 2025Q1: 6,134 shares; 2025Q2: 6,134 shares; 2025Q3: 6,084 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares; 2026Q2: 6,024 shares; 2026Q3: 6,012 shares 6,012 $594K 0.22% -12 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,246 shares; 2025Q1: 1,345 shares; 2025Q2: 1,674 shares; 2025Q3: 1,801 shares; 2025Q4: 2,307 shares; 2026Q1: 2,497 shares; 2026Q2: 2,463 shares; 2026Q3: 2,456 shares 2,456 $583K 0.22% -7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,523 shares; 2025Q1: 3,422 shares; 2025Q2: 3,425 shares; 2025Q3: 3,301 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares; 2026Q2: 3,162 shares; 2026Q3: 3,162 shares 3,162 $583K 0.22% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 6,511 shares; 2025Q4: 7,402 shares; 2026Q1: 7,929 shares; 2026Q2: 7,942 shares; 2026Q3: 8,203 shares 8,203 $582K 0.22% +261 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 813 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 766 shares; 2026Q3: 766 shares 766 $578K 0.22% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 2,469 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares; 2026Q3: 2,154 shares 2,154 $554K 0.21% -35 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,919 shares; 2025Q1: 2,653 shares; 2025Q2: 2,642 shares; 2025Q3: 2,709 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares; 2026Q3: 2,442 shares 2,442 $542K 0.2% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,249 shares; 2025Q4: 5,560 shares; 2026Q1: 6,038 shares; 2026Q2: 5,858 shares; 2026Q3: 5,531 shares 5,531 $541K 0.2% -327 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,430 shares; 2025Q1: 5,053 shares; 2025Q2: 4,475 shares; 2025Q3: 4,383 shares; 2025Q4: 4,208 shares; 2026Q1: 4,134 shares; 2026Q2: 4,129 shares; 2026Q3: 4,152 shares 4,152 $538K 0.2% +23 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; 2024Q4: 1,265 shares; 2025Q1: 1,246 shares; 2025Q2: 1,228 shares; 2025Q3: 1,199 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,167 shares; 2026Q3: 1,098 shares 1,098 $531K 0.2% -69 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; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares; 2026Q2: 1,952 shares; 2026Q3: 1,952 shares 1,952 $504K 0.19% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,450 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares; 2026Q3: 1,445 shares 1,445 $479K 0.18% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,600 shares; 2025Q4: 2,488 shares; 2026Q1: 2,479 shares; 2026Q2: 2,479 shares; 2026Q3: 2,479 shares 2,479 $479K 0.18% 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; 2024Q4: 6,250 shares; 2025Q1: 6,114 shares; 2025Q2: 5,938 shares; 2025Q3: 5,438 shares; 2025Q4: 5,300 shares; 2026Q1: 4,931 shares; 2026Q2: 4,931 shares; 2026Q3: 4,893 shares 4,893 $477K 0.18% -38 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,576 shares; 2025Q1: 2,432 shares; 2025Q2: 2,361 shares; 2025Q3: 2,342 shares; 2025Q4: 2,244 shares; 2026Q1: 2,194 shares; 2026Q2: 2,175 shares; 2026Q3: 1,975 shares 1,975 $468K 0.18% -200 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; 2024Q4: 3,449 shares; 2025Q1: 3,245 shares; 2025Q2: 3,639 shares; 2025Q3: 3,806 shares; 2025Q4: 4,137 shares; 2026Q1: 3,756 shares; 2026Q2: 3,756 shares; 2026Q3: 3,310 shares 3,310 $456K 0.17% -446 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; 2024Q4: 5,389 shares; 2025Q1: 5,367 shares; 2025Q2: 5,220 shares; 2025Q3: 4,883 shares; 2025Q4: 4,720 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares; 2026Q3: 2,160 shares 2,160 $449K 0.17% -100 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 4,957 shares; 2025Q3: 4,879 shares; 2025Q4: 4,654 shares; 2026Q1: 4,654 shares; 2026Q2: 4,654 shares; 2026Q3: 4,654 shares 4,654 $442K 0.17% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 856 shares; 2026Q3: 856 shares 856 $442K 0.17% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,837 shares; 2025Q1: 14,065 shares; 2025Q2: 15,622 shares; 2025Q3: 11,653 shares; 2025Q4: 10,687 shares; 2026Q1: 9,742 shares; 2026Q2: 9,652 shares; 2026Q3: 9,381 shares 9,381 $434K 0.16% -271 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares; 2026Q3: 1,286 shares 1,286 $422K 0.16% +317 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 526 shares; 2025Q4: 466 shares; 2026Q1: 432 shares; 2026Q2: 432 shares; 2026Q3: 432 shares 432 $411K 0.16% 0 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; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,071 shares; 2025Q3: 1,986 shares; 2025Q4: 1,708 shares; 2026Q1: 1,668 shares; 2026Q2: 1,707 shares; 2026Q3: 1,707 shares 1,707 $369K 0.14% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares; 2026Q2: 903 shares; 2026Q3: 903 shares 903 $362K 0.14% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,328 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,298 shares; 2026Q3: 1,298 shares 1,298 $357K 0.14% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56 $345K 0.13% 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; 2024Q4: 1,335 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares; 2026Q2: 1,228 shares; 2026Q3: 1,228 shares 1,228 $341K 0.13% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,165 shares; 2025Q1: 11,415 shares; 2025Q2: 9,125 shares; 2025Q3: 6,541 shares; 2025Q4: 5,843 shares; 2026Q1: 5,836 shares; 2026Q2: 5,836 shares; 2026Q3: 5,867 shares 5,867 $339K 0.13% +31 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 315 shares 315 $336K 0.13% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,867 shares; 2025Q1: 3,813 shares; 2025Q2: 3,841 shares; 2025Q3: 3,954 shares; 2025Q4: 3,452 shares; 2026Q1: 3,427 shares; 2026Q2: 3,427 shares; 2026Q3: 3,327 shares 3,327 $335K 0.13% -100 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,512 shares; 2025Q1: 3,512 shares; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares; 2026Q2: 3,512 shares; 2026Q3: 3,512 shares 3,512 $333K 0.13% 0 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; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,388 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 2,381 shares; 2026Q3: 2,381 shares 2,381 $315K 0.12% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares; 2026Q3: 2,600 shares 2,600 $291K 0.11% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares; 2026Q3: 1,720 shares 1,720 $287K 0.11% +320 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; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 3,564 shares; 2026Q3: 3,564 shares 3,564 $279K 0.11% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,720 shares; 2025Q3: 2,414 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares; 2026Q3: 2,175 shares 2,175 $273K 0.1% -135 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,308 shares; 2025Q1: 1,334 shares; 2025Q2: 1,433 shares; 2025Q3: 1,517 shares; 2025Q4: 1,535 shares; 2026Q1: 1,352 shares; 2026Q2: 1,262 shares; 2026Q3: 1,131 shares 1,131 $271K 0.1% -131 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,703 shares; 2026Q2: 1,703 shares; 2026Q3: 1,703 shares 1,703 $246K 0.09% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 755 shares; 2026Q3: 755 shares 755 $233K 0.09% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $231K 0.09% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,977 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,535 shares; 2026Q3: 1,743 shares 1,743 $226K 0.09% +208 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 249 shares; 2026Q3: 249 shares 249 $224K 0.08% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: not reported; 2026Q1: 963 shares; 2026Q2: 963 shares; 2026Q3: 963 shares 963 $221K 0.08% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,219 shares; 2026Q3: 2,219 shares 2,219 $208K 0.08% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,330 shares 2,330 $208K 0.08% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $208K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares; 2026Q3: 457 shares 457 $207K 0.08% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 579 shares 579 $206K 0.08% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,393 shares; 2026Q2: 2,393 shares; 2026Q3: 2,393 shares 2,393 $204K 0.08% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 303 shares 303 $203K 0.08% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,474 shares; 2025Q1: 5,408 shares; 2025Q2: 5,408 shares; 2025Q3: 5,595 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares; 2026Q2: 5,150 shares; 2026Q3: 4,964 shares 4,964 $201K 0.08% -186 Timeline