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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,525 shares; 2026Q2: 12,518 shares; 2026Q3: 20,971 shares 20,971 $19.3M 5.39% +8,453 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: 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; 2026Q3: 83,895 shares 83,895 $19.2M 5.34% +14,216 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 13,801 shares; 2026Q2: 3,885 shares; 2026Q3: 10,508 shares 10,508 $18.3M 5.09% +6,623 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; 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; 2026Q3: 35,603 shares 35,603 $16.2M 4.53% -556 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,956 shares; 2025Q4: 24,609 shares; 2026Q1: 26,308 shares; 2026Q2: 26,243 shares; 2026Q3: 51,203 shares 51,203 $16M 4.46% +24,960 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: 21,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,610 shares; 2025Q4: 39,400 shares; 2026Q1: not reported; 2026Q2: 1,174 shares; 2026Q3: 45,776 shares 45,776 $15.8M 4.39% +44,602 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: 33,070 shares; 2026Q1: 17,187 shares; 2026Q2: 17,982 shares; 2026Q3: 14,715 shares 14,715 $15.7M 4.37% -3,267 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 241,183 shares 241,183 $15.4M 4.29% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,088 shares; 2026Q2: 49,401 shares; 2026Q3: 27,175 shares 27,175 $14.6M 4.07% -22,226 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: not reported; 2025Q1: not reported; 2025Q2: 19,070 shares; 2025Q3: not reported; 2025Q4: 22,186 shares; 2026Q1: 21,974 shares; 2026Q2: 23,153 shares; 2026Q3: 40,673 shares 40,673 $14.3M 3.98% +17,520 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; 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; 2026Q3: 69,661 shares 69,661 $14.2M 3.95% +9,487 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: 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; 2026Q3: 22,973 shares 22,973 $14.1M 3.92% -20,627 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; 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; 2026Q3: 7,218 shares 7,218 $13.1M 3.64% -71 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: 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; 2026Q3: 10,375 shares 10,375 $12M 3.35% +554 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,763 shares; 2025Q1: 139,462 shares; 2025Q2: 69,326 shares; 2025Q3: 50,142 shares; 2025Q4: 40,666 shares; 2026Q1: 65,808 shares; 2026Q2: not reported; 2026Q3: 62,801 shares 62,801 $11.7M 3.27% 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; 2024Q4: 22,946 shares; 2025Q1: 18,952 shares; 2025Q2: 18,625 shares; 2025Q3: 18,591 shares; 2025Q4: 11,643 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,294 shares 15,294 $11.1M 3.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,059 shares; 2025Q4: not reported; 2026Q1: 26,650 shares; 2026Q2: 26,463 shares; 2026Q3: 41,126 shares 41,126 $11.1M 3.08% +14,663 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: not reported; 2025Q3: 10,171 shares; 2025Q4: 10,511 shares; 2026Q1: 10,443 shares; 2026Q2: 10,396 shares; 2026Q3: 10,369 shares 10,369 $9.86M 2.75% -27 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD 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: 209,276 shares 209,276 $9.3M 2.59% new Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 30,563 shares 30,563 $8.94M 2.49% new 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: 23,054 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,165 shares 27,165 $8.92M 2.49% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,783 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,049 shares; 2026Q3: 28,928 shares 28,928 $7.64M 2.13% -30,121 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,122 shares; 2026Q3: 19,630 shares 19,630 $7.09M 1.98% +6,508 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,219 shares; 2026Q2: 26,270 shares; 2026Q3: 26,059 shares 26,059 $5.93M 1.65% -211 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 6,078 shares 6,078 $5.83M 1.62% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,837 shares 18,837 $5.42M 1.51% new 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: 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; 2026Q3: 21,032 shares 21,032 $5.24M 1.46% +15,859 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 44,801 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,469 shares 11,469 $5.21M 1.45% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,372 shares; 2026Q2: 19,135 shares; 2026Q3: 18,900 shares 18,900 $5.11M 1.42% -235 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 91,804 shares 91,804 $4.47M 1.25% new Timeline AGX ARGAN INC More: the full row for ARGAN 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: 9,326 shares; 2026Q2: 9,353 shares; 2026Q3: 10,702 shares 10,702 $4.04M 1.13% +1,349 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,739 shares 10,739 $3.58M 1% +1,394 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,054 shares; 2026Q2: 178,383 shares; 2026Q3: 177,343 shares 177,343 $2.24M 0.62% -1,040 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,264 shares; 2025Q1: 44,411 shares; 2025Q2: 26,812 shares; 2025Q3: 29,556 shares; 2025Q4: 32,870 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,300 shares 3,300 $1.26M 0.35% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,154 shares 1,154 $936K 0.26% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,109 shares 8,109 $843K 0.23% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 660 shares 660 $463K 0.13% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,074 shares 5,074 $457K 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328 shares; 2025Q4: 522 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 524 shares 524 $401K 0.11% new 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: 22,388 shares; 2025Q1: 621 shares; 2025Q2: 6,281 shares; 2025Q3: 6,628 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 668 shares 668 $343K 0.1% new Timeline SITM SITIME CORP More: the full row for SITIME 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: 509 shares 509 $332K 0.09% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,168 shares 1,168 $320K 0.09% new 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: 773 shares; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 737 shares; 2026Q2: 730 shares; 2026Q3: 730 shares 730 $314K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares; 2026Q2: 1,858 shares; 2026Q3: 1,601 shares 1,601 $313K 0.09% -257 Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: 4,527 shares; 2026Q2: 3,424 shares; 2026Q3: 3,453 shares 3,453 $286K 0.08% +29 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP 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: 9,745 shares 9,745 $262K 0.07% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 702 shares 702 $250K 0.07% new 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: 519 shares; 2025Q1: 522 shares; 2025Q2: 396 shares; 2025Q3: 448 shares; 2025Q4: 460 shares; 2026Q1: 562 shares; 2026Q2: 595 shares; 2026Q3: 266 shares 266 $243K 0.07% -329 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 2,282 shares 2,282 $227K 0.06% new Timeline VICR VICOR CORP More: the full row for VICOR 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: 757 shares 757 $219K 0.06% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL 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: 6,765 shares 6,765 $214K 0.06% new Timeline AVT AVNET INC More: the full row for AVNET 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: 2,133 shares 2,133 $213K 0.06% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 10,423 shares 10,423 $147K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares; 2026Q3: 20,000 shares 20,000 $3.03K <0.01% 0 Timeline