MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,973 shares; 2025Q1: 58,161 shares; 2025Q2: 57,568 shares; 2025Q3: 56,328 shares; 2025Q4: 54,175 shares; 2026Q1: 53,530 shares; 2026Q2: 53,258 shares; 2026Q3: 52,624 shares 52,624 $27M 8.6% -634 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: 60,092 shares; 2025Q1: 59,573 shares; 2025Q2: 59,838 shares; 2025Q3: 59,594 shares; 2025Q4: 57,536 shares; 2026Q1: 55,908 shares; 2026Q2: 55,753 shares; 2026Q3: 55,360 shares 55,360 $18.4M 5.87% -393 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: 35,793 shares; 2025Q1: 35,243 shares; 2025Q2: 35,218 shares; 2025Q3: 35,088 shares; 2025Q4: 34,523 shares; 2026Q1: 33,133 shares; 2026Q2: 32,328 shares; 2026Q3: 35,073 shares 35,073 $17.9M 5.71% +2,745 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: 91,102 shares; 2025Q1: 89,007 shares; 2025Q2: 87,801 shares; 2025Q3: 67,723 shares; 2025Q4: 53,359 shares; 2026Q1: 53,480 shares; 2026Q2: 46,760 shares; 2026Q3: 47,405 shares 47,405 $10.8M 3.45% +645 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: 41,372 shares; 2025Q1: 41,327 shares; 2025Q2: 41,477 shares; 2025Q3: 40,772 shares; 2025Q4: 39,412 shares; 2026Q1: 38,222 shares; 2026Q2: 30,070 shares; 2026Q3: 29,980 shares 29,980 $10.2M 3.25% -90 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: 33,761 shares; 2025Q1: 26,661 shares; 2025Q2: 26,529 shares; 2025Q3: 26,529 shares; 2025Q4: 26,620 shares; 2026Q1: 26,620 shares; 2026Q2: 26,620 shares; 2026Q3: 26,620 shares 26,620 $9.96M 3.17% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,819 shares; 2025Q1: 89,806 shares; 2025Q2: 87,081 shares; 2025Q3: 74,921 shares; 2025Q4: 64,965 shares; 2026Q1: 59,810 shares; 2026Q2: 58,988 shares; 2026Q3: 113,767 shares 113,767 $9.59M 3.06% +54,779 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: 23,884 shares; 2025Q1: 22,180 shares; 2025Q2: 19,680 shares; 2025Q3: 18,275 shares; 2025Q4: 18,275 shares; 2026Q1: 16,575 shares; 2026Q2: 15,927 shares; 2026Q3: 15,525 shares 15,525 $9.5M 3.03% -402 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; 2024Q4: 25,077 shares; 2025Q1: 24,497 shares; 2025Q2: 24,347 shares; 2025Q3: 23,917 shares; 2025Q4: 23,901 shares; 2026Q1: 23,411 shares; 2026Q2: 21,530 shares; 2026Q3: 20,408 shares 20,408 $8.1M 2.58% -1,122 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: 14,737 shares; 2025Q1: 14,623 shares; 2025Q2: 14,403 shares; 2025Q3: 14,143 shares; 2025Q4: 14,290 shares; 2026Q1: 14,340 shares; 2026Q2: 14,459 shares; 2026Q3: 14,387 shares 14,387 $7.93M 2.53% -72 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,780 shares; 2025Q1: 17,257 shares; 2025Q2: 17,132 shares; 2025Q3: 16,942 shares; 2025Q4: 17,532 shares; 2026Q1: 17,692 shares; 2026Q2: 17,729 shares; 2026Q3: 17,584 shares 17,584 $7.65M 2.44% -145 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: 57,872 shares; 2025Q1: 56,717 shares; 2025Q2: 56,647 shares; 2025Q3: 55,938 shares; 2025Q4: 53,783 shares; 2026Q1: 53,723 shares; 2026Q2: 52,212 shares; 2026Q3: 52,129 shares 52,129 $7.57M 2.41% -83 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: 33,619 shares; 2025Q1: 32,454 shares; 2025Q2: 31,979 shares; 2025Q3: 30,907 shares; 2025Q4: 30,502 shares; 2026Q1: 30,317 shares; 2026Q2: 30,162 shares; 2026Q3: 27,880 shares 27,880 $7.38M 2.35% -2,282 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: 29,022 shares; 2025Q1: 28,260 shares; 2025Q2: 28,780 shares; 2025Q3: 27,577 shares; 2025Q4: 27,677 shares; 2026Q1: 27,058 shares; 2026Q2: 27,255 shares; 2026Q3: 26,287 shares 26,287 $7.24M 2.31% -968 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: 53,965 shares; 2025Q1: 53,952 shares; 2025Q2: 54,052 shares; 2025Q3: 52,677 shares; 2025Q4: 51,894 shares; 2026Q1: 51,919 shares; 2026Q2: 51,854 shares; 2026Q3: 51,396 shares 51,396 $6.8M 2.17% -458 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: 64,543 shares; 2025Q1: 64,822 shares; 2025Q2: 64,967 shares; 2025Q3: 64,187 shares; 2025Q4: 65,247 shares; 2026Q1: 65,727 shares; 2026Q2: 66,641 shares; 2026Q3: 63,329 shares 63,329 $6.26M 1.99% -3,312 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: 30,829 shares; 2025Q1: 29,958 shares; 2025Q2: 29,808 shares; 2025Q3: 28,326 shares; 2025Q4: 26,371 shares; 2026Q1: 26,391 shares; 2026Q2: 26,441 shares; 2026Q3: 26,426 shares 26,426 $5.81M 1.85% -15 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,355 shares; 2025Q1: 95,480 shares; 2025Q2: 95,955 shares; 2025Q3: 95,124 shares; 2025Q4: 101,865 shares; 2026Q1: 105,210 shares; 2026Q2: 105,355 shares; 2026Q3: 104,680 shares 104,680 $5.74M 1.83% -675 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,250 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,600 shares; 2025Q4: 1,400 shares; 2026Q1: 1,300 shares; 2026Q2: 34,410 shares; 2026Q3: 33,760 shares 33,760 $5.44M 1.73% -650 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,355 shares; 2025Q1: 25,578 shares; 2025Q2: 25,538 shares; 2025Q3: 25,513 shares; 2025Q4: 26,398 shares; 2026Q1: 26,518 shares; 2026Q2: 26,730 shares; 2026Q3: 26,431 shares 26,431 $5.39M 1.72% -299 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,669 shares; 2025Q1: 21,484 shares; 2025Q2: 22,094 shares; 2025Q3: 22,559 shares; 2025Q4: 23,579 shares; 2026Q1: 24,104 shares; 2026Q2: 24,523 shares; 2026Q3: 23,568 shares 23,568 $5.22M 1.66% -955 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,425 shares; 2025Q1: 33,990 shares; 2025Q2: 34,935 shares; 2025Q3: 36,375 shares; 2025Q4: 41,047 shares; 2026Q1: 43,227 shares; 2026Q2: 44,867 shares; 2026Q3: 45,567 shares 45,567 $4.8M 1.53% +700 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,050 shares; 2025Q1: 56,055 shares; 2025Q2: 56,405 shares; 2025Q3: 57,350 shares; 2025Q4: 59,768 shares; 2026Q1: 61,033 shares; 2026Q2: 61,433 shares; 2026Q3: 63,880 shares 63,880 $4.19M 1.34% +2,447 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: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 1,629 shares; 2026Q1: 1,604 shares; 2026Q2: 13,467 shares; 2026Q3: 13,667 shares 13,667 $3.89M 1.24% +200 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,010 shares; 2025Q1: 26,475 shares; 2025Q2: 26,800 shares; 2025Q3: 26,885 shares; 2025Q4: 27,849 shares; 2026Q1: 29,469 shares; 2026Q2: 29,929 shares; 2026Q3: 29,554 shares 29,554 $3.58M 1.14% -375 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,135 shares; 2025Q1: 32,136 shares; 2025Q2: 32,086 shares; 2025Q3: 31,691 shares; 2025Q4: 32,256 shares; 2026Q1: 32,646 shares; 2026Q2: 33,106 shares; 2026Q3: 34,353 shares 34,353 $3.48M 1.11% +1,247 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: 14,730 shares; 2025Q1: 14,280 shares; 2025Q2: 14,280 shares; 2025Q3: 14,280 shares; 2025Q4: 13,710 shares; 2026Q1: 13,710 shares; 2026Q2: 13,610 shares; 2026Q3: 13,505 shares 13,505 $3.36M 1.07% -105 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,549 shares 9,549 $3.35M 1.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,586 shares; 2025Q1: 15,223 shares; 2025Q2: 14,223 shares; 2025Q3: 13,223 shares; 2025Q4: 13,223 shares; 2026Q1: 12,523 shares; 2026Q2: 12,523 shares; 2026Q3: 12,188 shares 12,188 $3.31M 1.06% -335 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 51,202 shares; 2026Q1: 52,947 shares; 2026Q2: 53,097 shares; 2026Q3: 53,104 shares 53,104 $3.23M 1.03% +7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,143 shares; 2025Q1: 5,528 shares; 2025Q2: 5,565 shares; 2025Q3: 5,950 shares; 2025Q4: 6,030 shares; 2026Q1: 5,960 shares; 2026Q2: 5,990 shares; 2026Q3: 5,987 shares 5,987 $3.13M 1% -3 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,130 shares; 2025Q1: 70,640 shares; 2025Q2: 69,100 shares; 2025Q3: 66,595 shares; 2025Q4: 58,580 shares; 2026Q1: 53,460 shares; 2026Q2: 53,000 shares; 2026Q3: 49,045 shares 49,045 $3.12M 1% -3,955 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,949 shares; 2025Q1: 20,082 shares; 2025Q2: 20,496 shares; 2025Q3: 21,261 shares; 2025Q4: 22,941 shares; 2026Q1: 26,089 shares; 2026Q2: 30,776 shares; 2026Q3: 32,556 shares 32,556 $3.07M 0.98% +1,780 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: 15,510 shares; 2025Q1: 14,895 shares; 2025Q2: 14,495 shares; 2025Q3: 14,495 shares; 2025Q4: 14,495 shares; 2026Q1: 13,705 shares; 2026Q2: 13,705 shares; 2026Q3: 11,655 shares 11,655 $3.05M 0.97% -2,050 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,215 shares; 2025Q1: 26,142 shares; 2025Q2: 25,142 shares; 2025Q3: 25,332 shares; 2025Q4: 24,122 shares; 2026Q1: 23,197 shares; 2026Q2: 22,897 shares; 2026Q3: 19,686 shares 19,686 $2.81M 0.89% -3,211 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,193 shares; 2025Q1: 19,131 shares; 2025Q2: 18,891 shares; 2025Q3: 18,366 shares; 2025Q4: 18,046 shares; 2026Q1: 17,796 shares; 2026Q2: 17,478 shares; 2026Q3: 16,783 shares 16,783 $2.75M 0.88% -695 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 17,000 shares; 2026Q1: 14,875 shares; 2026Q2: 14,625 shares; 2026Q3: 14,625 shares 14,625 $2.75M 0.88% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,379 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,475 shares; 2025Q4: 15,046 shares; 2026Q1: 14,971 shares; 2026Q2: 14,906 shares; 2026Q3: 14,906 shares 14,906 $2.6M 0.83% 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: 8,003 shares; 2025Q1: 7,885 shares; 2025Q2: 7,885 shares; 2025Q3: 7,885 shares; 2025Q4: 7,885 shares; 2026Q1: 7,885 shares; 2026Q2: 7,885 shares; 2026Q3: 7,875 shares 7,875 $2.46M 0.78% -10 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: 16,955 shares; 2025Q1: 16,350 shares; 2025Q2: 16,235 shares; 2025Q3: 14,868 shares; 2025Q4: 12,523 shares; 2026Q1: 9,780 shares; 2026Q2: 9,255 shares; 2026Q3: 9,105 shares 9,105 $2.35M 0.75% -150 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: 31,382 shares; 2025Q1: 29,010 shares; 2025Q2: 27,015 shares; 2025Q3: 22,380 shares; 2025Q4: 21,042 shares; 2026Q1: 19,942 shares; 2026Q2: 18,583 shares; 2026Q3: 18,151 shares 18,151 $2.3M 0.73% -432 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: 4,310 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 2,935 shares; 2026Q2: 2,977 shares; 2026Q3: 3,016 shares 3,016 $2.3M 0.73% +39 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: 7,515 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,100 shares; 2025Q4: 6,510 shares; 2026Q1: 6,220 shares; 2026Q2: 6,110 shares; 2026Q3: 6,110 shares 6,110 $2.1M 0.67% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,425 shares; 2025Q1: 21,879 shares; 2025Q2: 21,879 shares; 2025Q3: 21,879 shares; 2025Q4: 21,879 shares; 2026Q1: 19,779 shares; 2026Q2: 19,779 shares; 2026Q3: 19,779 shares 19,779 $2.05M 0.65% 0 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: 9,025 shares; 2025Q1: 7,835 shares; 2025Q2: 7,585 shares; 2025Q3: 7,575 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares; 2026Q2: 7,375 shares; 2026Q3: 7,375 shares 7,375 $2.05M 0.65% 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; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 2,799 shares; 2026Q1: 2,466 shares; 2026Q2: 2,071 shares; 2026Q3: 2,071 shares 2,071 $1.98M 0.63% 0 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: 2,092 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares; 2026Q2: 2,064 shares; 2026Q3: 2,019 shares 2,019 $1.92M 0.61% -45 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,078 shares; 2025Q1: 25,369 shares; 2025Q2: 27,589 shares; 2025Q3: 27,589 shares; 2025Q4: 27,589 shares; 2026Q1: 26,669 shares; 2026Q2: 26,669 shares; 2026Q3: 26,669 shares 26,669 $1.88M 0.6% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,120 shares; 2025Q1: 5,945 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,760 shares; 2026Q1: 5,560 shares; 2026Q2: 5,502 shares; 2026Q3: 4,412 shares 4,412 $1.86M 0.59% -1,090 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: 14,976 shares; 2025Q1: 13,401 shares; 2025Q2: 13,226 shares; 2025Q3: 12,356 shares; 2025Q4: 12,356 shares; 2026Q1: 12,106 shares; 2026Q2: 12,106 shares; 2026Q3: 11,690 shares 11,690 $1.81M 0.58% -416 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: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,773 shares; 2025Q3: 3,727 shares; 2025Q4: 3,405 shares; 2026Q1: 3,345 shares; 2026Q2: 3,295 shares; 2026Q3: 3,295 shares 3,295 $1.64M 0.52% 0 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: 6,960 shares; 2025Q1: 5,690 shares; 2025Q2: 5,665 shares; 2025Q3: 5,575 shares; 2025Q4: 5,334 shares; 2026Q1: 5,064 shares; 2026Q2: 4,911 shares; 2026Q3: 4,546 shares 4,546 $1.5M 0.48% -365 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: 23,454 shares; 2025Q1: 22,104 shares; 2025Q2: 18,584 shares; 2025Q3: 15,755 shares; 2025Q4: 13,054 shares; 2026Q1: 12,164 shares; 2026Q2: 12,164 shares; 2026Q3: 10,314 shares 10,314 $1.5M 0.48% -1,850 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,371 shares; 2025Q1: 13,371 shares; 2025Q2: 13,371 shares; 2025Q3: 13,371 shares; 2025Q4: 13,371 shares; 2026Q1: 13,371 shares; 2026Q2: 13,371 shares; 2026Q3: 13,371 shares 13,371 $1.47M 0.47% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,408 shares; 2025Q1: 28,783 shares; 2025Q2: 28,183 shares; 2025Q3: 22,036 shares; 2025Q4: 21,478 shares; 2026Q1: 18,388 shares; 2026Q2: 18,388 shares; 2026Q3: 18,388 shares 18,388 $1.43M 0.46% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,214 shares; 2025Q1: 14,639 shares; 2025Q2: 16,629 shares; 2025Q3: 16,629 shares; 2025Q4: 16,629 shares; 2026Q1: 16,629 shares; 2026Q2: 16,629 shares; 2026Q3: 16,629 shares 16,629 $1.41M 0.45% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,780 shares; 2025Q1: 2,733 shares; 2025Q2: 1,903 shares; 2025Q3: 1,753 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 1,707 shares; 2026Q3: 1,682 shares 1,682 $1.36M 0.43% -25 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: 7,902 shares 7,902 $1.29M 0.41% new 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: 61,025 shares; 2025Q1: 57,362 shares; 2025Q2: 56,662 shares; 2025Q3: 51,202 shares; 2025Q4: 48,902 shares; 2026Q1: 46,352 shares; 2026Q2: 46,352 shares; 2026Q3: 44,757 shares 44,757 $1.09M 0.35% -1,595 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: 11,945 shares; 2025Q1: 11,753 shares; 2025Q2: 12,118 shares; 2025Q3: 12,088 shares; 2025Q4: 10,708 shares; 2026Q1: 10,668 shares; 2026Q2: 10,508 shares; 2026Q3: 10,508 shares 10,508 $1.09M 0.35% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 14,267 shares; 2025Q2: 14,267 shares; 2025Q3: 14,267 shares; 2025Q4: 14,267 shares; 2026Q1: 14,267 shares; 2026Q2: 14,267 shares; 2026Q3: 14,267 shares 14,267 $1.09M 0.35% 0 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: 1,604 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 1,369 shares; 2026Q2: 1,369 shares; 2026Q3: 1,369 shares 1,369 $1.05M 0.33% 0 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: 11,350 shares; 2025Q1: 8,950 shares; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares; 2026Q3: 8,500 shares 8,500 $1.02M 0.33% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,596 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 5,020 shares; 2025Q4: 4,770 shares; 2026Q1: 4,495 shares; 2026Q2: 4,495 shares; 2026Q3: 4,495 shares 4,495 $877K 0.28% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,422 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,418 shares; 2026Q2: 1,413 shares; 2026Q3: 1,294 shares 1,294 $873K 0.28% -119 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: 4,710 shares; 2025Q1: 4,610 shares; 2025Q2: 4,470 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares; 2026Q3: 4,445 shares 4,445 $818K 0.26% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,316 shares; 2025Q1: 8,316 shares; 2025Q2: 8,652 shares; 2025Q3: 8,652 shares; 2025Q4: 8,861 shares; 2026Q1: 8,861 shares; 2026Q2: 8,861 shares; 2026Q3: 8,861 shares 8,861 $735K 0.23% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares; 2026Q3: 2,812 shares 2,812 $694K 0.22% 0 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: 29,683 shares; 2025Q1: 25,948 shares; 2025Q2: 24,548 shares; 2025Q3: 24,548 shares; 2025Q4: 23,898 shares; 2026Q1: 23,898 shares; 2026Q2: 23,898 shares; 2026Q3: 23,898 shares 23,898 $682K 0.22% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares; 2026Q3: 1,686 shares 1,686 $670K 0.21% -74 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 530 shares 530 $613K 0.2% -95 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,196 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 2,196 shares; 2026Q3: 2,177 shares 2,177 $598K 0.19% -19 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: 1,776 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,621 shares; 2026Q3: 1,602 shares 1,602 $576K 0.18% -19 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: 8,095 shares; 2025Q1: 7,595 shares; 2025Q2: 7,595 shares; 2025Q3: 6,395 shares; 2025Q4: 5,885 shares; 2026Q1: 5,305 shares; 2026Q2: 5,305 shares; 2026Q3: 5,120 shares 5,120 $551K 0.18% -185 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 425 shares 425 $529K 0.17% -15 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: 900 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 820 shares; 2026Q3: 711 shares 711 $516K 0.16% -109 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,650 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 5,365 shares; 2026Q2: 5,340 shares; 2026Q3: 5,340 shares 5,340 $503K 0.16% 0 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: 6,250 shares; 2025Q1: 6,150 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares; 2026Q2: 5,240 shares; 2026Q3: 5,240 shares 5,240 $451K 0.14% 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: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,195 shares; 2026Q2: 1,095 shares; 2026Q3: 1,049 shares 1,049 $451K 0.14% -46 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,735 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,372 shares; 2026Q3: 4,372 shares 4,372 $377K 0.12% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,025 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares; 2026Q3: 825 shares 825 $335K 0.11% -100 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: 8,405 shares; 2025Q1: 8,405 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 5,700 shares; 2026Q3: 5,700 shares 5,700 $329K 0.1% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares; 2026Q2: 4,450 shares; 2026Q3: 4,228 shares 4,228 $320K 0.1% -222 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: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 975 shares; 2025Q3: 825 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares; 2026Q3: 665 shares 665 $301K 0.1% -100 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: 7,857 shares; 2025Q1: 5,507 shares; 2025Q2: 5,507 shares; 2025Q3: 5,507 shares; 2025Q4: 5,507 shares; 2026Q1: 5,507 shares; 2026Q2: 5,507 shares; 2026Q3: 5,507 shares 5,507 $300K 0.1% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares; 2026Q3: 2,650 shares 2,650 $294K 0.09% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,382 shares; 2026Q1: 9,382 shares; 2026Q2: 9,382 shares; 2026Q3: 9,382 shares 9,382 $290K 0.09% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,860 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares; 2026Q3: 1,610 shares 1,610 $275K 0.09% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares; 2026Q3: 740 shares 740 $262K 0.08% 0 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; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,781 shares; 2026Q2: 2,781 shares; 2026Q3: 2,781 shares 2,781 $257K 0.08% 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; 2024Q4: 378 shares; 2025Q1: 298 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 270 shares 270 $246K 0.08% -5 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,277 shares; 2025Q1: 5,277 shares; 2025Q2: 5,227 shares; 2025Q3: 4,508 shares; 2025Q4: 4,168 shares; 2026Q1: 4,168 shares; 2026Q2: 4,072 shares; 2026Q3: 3,487 shares 3,487 $243K 0.08% -585 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; 2024Q4: 12,004 shares; 2025Q1: 12,004 shares; 2025Q2: 12,004 shares; 2025Q3: 12,004 shares; 2025Q4: 12,004 shares; 2026Q1: 12,004 shares; 2026Q2: 12,004 shares; 2026Q3: 12,004 shares 12,004 $237K 0.08% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,640 shares; 2025Q1: 15,240 shares; 2025Q2: 14,140 shares; 2025Q3: 11,670 shares; 2025Q4: 10,970 shares; 2026Q1: 10,820 shares; 2026Q2: 10,820 shares; 2026Q3: 10,820 shares 10,820 $235K 0.07% 0 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: 1,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,720 shares; 2026Q3: 1,600 shares 1,600 $231K 0.07% -120 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: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares; 2026Q3: 725 shares 725 $224K 0.07% 0 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: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,490 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares; 2026Q3: 787 shares 787 $220K 0.07% -8 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares; 2026Q3: 4,375 shares 4,375 $220K 0.07% -255 Timeline