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: 10,726 shares; 2025Q3: 12,729 shares; 2025Q4: 41,444 shares; 2026Q1: 43,941 shares; 2026Q2: 43,600 shares 43,600 $25.3M 6.84% -341 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: 49,088 shares; 2026Q2: 49,401 shares 49,401 $21.3M 5.76% +313 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: 58,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,070 shares; 2026Q1: 17,187 shares; 2026Q2: 17,982 shares 17,982 $20.8M 5.61% +795 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,098 shares; 2026Q2: 24,570 shares 24,570 $17.8M 4.8% +1,472 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,783 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,049 shares 59,049 $17.6M 4.75% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,011 shares; 2025Q3: 33,394 shares; 2025Q4: 34,016 shares; 2026Q1: 35,528 shares; 2026Q2: 36,159 shares 36,159 $17.3M 4.66% +631 Timeline EWY ISHARES INC More: the full row for ISHARES 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: 66,275 shares; 2026Q2: 78,577 shares 78,577 $15.9M 4.28% +12,302 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: 2,124 shares; 2025Q3: 4,026 shares; 2025Q4: 6,909 shares; 2026Q1: 7,205 shares; 2026Q2: 7,289 shares 7,289 $14.5M 3.92% +84 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: 118,442 shares; 2024Q4: 122,402 shares; 2025Q1: 115,855 shares; 2025Q2: 134,830 shares; 2025Q3: 108,381 shares; 2025Q4: 62,580 shares; 2026Q1: 63,612 shares; 2026Q2: 69,679 shares 69,679 $13.9M 3.76% +6,067 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,460 shares 43,460 $13.1M 3.54% new 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: not reported; 2025Q3: 10,171 shares; 2025Q4: 10,511 shares; 2026Q1: 10,443 shares; 2026Q2: 10,396 shares 10,396 $12.2M 3.3% -47 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,525 shares; 2026Q2: 12,518 shares 12,518 $12.1M 3.26% +1,993 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: 22,497 shares; 2024Q4: 12,313 shares; 2025Q1: 255 shares; 2025Q2: 2,703 shares; 2025Q3: 8,046 shares; 2025Q4: 8,749 shares; 2026Q1: not reported; 2026Q2: 9,821 shares 9,821 $11.8M 3.18% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,428 shares; 2026Q2: 41,831 shares 41,831 $11.6M 3.12% +1,403 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,404 shares; 2025Q4: not reported; 2026Q1: 14,513 shares; 2026Q2: 14,459 shares 14,459 $10.4M 2.81% -54 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: 130,567 shares; 2025Q1: not reported; 2025Q2: 32,058 shares; 2025Q3: 64,741 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,174 shares 60,174 $10.2M 2.76% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,956 shares; 2025Q4: 24,609 shares; 2026Q1: 26,308 shares; 2026Q2: 26,243 shares 26,243 $9.81M 2.65% -65 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,801 shares; 2026Q2: 3,885 shares 3,885 $8.83M 2.39% -9,916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,070 shares; 2025Q3: not reported; 2025Q4: 22,186 shares; 2026Q1: 21,974 shares; 2026Q2: 23,153 shares 23,153 $8.75M 2.36% +1,179 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,876 shares; 2026Q2: 248,016 shares 248,016 $8.42M 2.27% -2,860 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 45,029 shares; 2026Q2: 23,028 shares 23,028 $8.17M 2.2% -22,001 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 9,326 shares; 2026Q2: 9,353 shares 9,353 $7.47M 2.02% +27 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 26,219 shares; 2026Q2: 26,270 shares 26,270 $6.85M 1.85% +51 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 13,059 shares; 2025Q4: not reported; 2026Q1: 26,650 shares; 2026Q2: 26,463 shares 26,463 $6.32M 1.71% -187 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,750 shares; 2026Q1: 14,925 shares; 2026Q2: 15,899 shares 15,899 $6.31M 1.71% +974 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,033 shares; 2026Q2: 81,152 shares 81,152 $5.38M 1.45% +119 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,372 shares; 2026Q2: 19,135 shares 19,135 $5.13M 1.39% -237 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 43,701 shares; 2026Q2: 48,900 shares 48,900 $4.87M 1.31% +5,199 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 60,308 shares; 2026Q2: 60,248 shares 60,248 $4.85M 1.31% -60 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,122 shares 13,122 $4.79M 1.29% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,518 shares 8,518 $4.18M 1.13% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 62,708 shares; 2026Q1: 69,126 shares; 2026Q2: 69,127 shares 69,127 $3.87M 1.05% +1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,457 shares; 2026Q2: 88,935 shares 88,935 $3.67M 0.99% -522 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,211 shares; 2026Q2: 68,179 shares 68,179 $3.27M 0.88% -1,032 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,294 shares 52,294 $2.9M 0.78% new 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: 6,993 shares; 2024Q4: 7,931 shares; 2025Q1: 8,058 shares; 2025Q2: 4,493 shares; 2025Q3: 5,534 shares; 2025Q4: 8,664 shares; 2026Q1: 6,303 shares; 2026Q2: 9,345 shares 9,345 $2.7M 0.73% +3,042 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 180,054 shares; 2026Q2: 178,383 shares 178,383 $1.99M 0.54% -1,671 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: 45,592 shares; 2024Q4: 46,410 shares; 2025Q1: not reported; 2025Q2: 9,699 shares; 2025Q3: 14,751 shares; 2025Q4: 16,872 shares; 2026Q1: 2,492 shares; 2026Q2: 5,173 shares 5,173 $1.23M 0.33% +2,681 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: 409 shares; 2025Q4: 431 shares; 2026Q1: 732 shares; 2026Q2: 1,534 shares 1,534 $1.13M 0.3% +802 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: 435 shares; 2024Q4: 519 shares; 2025Q1: 522 shares; 2025Q2: 396 shares; 2025Q3: 448 shares; 2025Q4: 460 shares; 2026Q1: 562 shares; 2026Q2: 595 shares 595 $557K 0.15% +33 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: not reported; 2024Q4: 21,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,610 shares; 2025Q4: 39,400 shares; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174 $420K 0.11% new 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: not reported; 2024Q4: 22,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,240 shares; 2026Q1: not reported; 2026Q2: 855 shares 855 $360K 0.1% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares; 2026Q2: 1,858 shares 1,858 $354K 0.1% +200 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,527 shares; 2026Q2: 3,424 shares 3,424 $328K 0.09% -1,103 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: 730 shares; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 737 shares; 2026Q2: 730 shares 730 $311K 0.08% -7 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 573 shares 573 $287K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $252K 0.07% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; 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: 913 shares 913 $248K 0.07% new Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX 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: 9,697 shares; 2026Q2: 9,742 shares 9,742 $239K 0.06% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 673 shares 673 $220K 0.06% new Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,108 shares; 2026Q2: 12,079 shares 12,079 $137K 0.04% -29 Timeline ICCM ICECURE MED LTD More: the full row for ICECURE MED 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: not reported; 2026Q2: 20,000 shares 20,000 $3.03K <0.01% new Timeline