RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127,429 shares; 2024Q4: 1,126,208 shares; 2025Q1: 1,040,956 shares; 2025Q2: 1,037,455 shares; 2025Q3: 1,030,937 shares; 2025Q4: 1,067,120 shares; 2026Q1: 1,061,208 shares; 2026Q2: 1,061,066 shares 1,061,066 $161M 25.07% -142 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,407 shares; 2024Q4: 105,440 shares; 2025Q1: 108,241 shares; 2025Q2: 106,594 shares; 2025Q3: 105,901 shares; 2025Q4: 103,484 shares; 2026Q1: 99,673 shares; 2026Q2: 97,653 shares 97,653 $73.1M 11.37% -2,020 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: 53,919 shares; 2024Q4: 52,923 shares; 2025Q1: 53,160 shares; 2025Q2: 52,771 shares; 2025Q3: 52,984 shares; 2025Q4: 51,219 shares; 2026Q1: 49,811 shares; 2026Q2: 48,970 shares 48,970 $36.1M 5.6% -841 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,534 shares; 2024Q4: 62,491 shares; 2025Q1: 64,837 shares; 2025Q2: 66,835 shares; 2025Q3: 69,136 shares; 2025Q4: 66,778 shares; 2026Q1: 72,380 shares; 2026Q2: 73,175 shares 73,175 $26.4M 4.1% +795 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 58,474 shares; 2025Q4: 188,219 shares; 2026Q1: 409,793 shares; 2026Q2: 509,707 shares 509,707 $25.4M 3.94% +99,914 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 143,251 shares; 2025Q4: 344,096 shares; 2026Q1: 789,727 shares; 2026Q2: 902,765 shares 902,765 $22.6M 3.52% +113,038 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,835 shares; 2024Q4: 72,821 shares; 2025Q1: 124,996 shares; 2025Q2: 310,372 shares; 2025Q3: 320,804 shares; 2025Q4: 355,221 shares; 2026Q1: 372,015 shares; 2026Q2: 373,428 shares 373,428 $15.3M 2.39% +1,413 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,893 shares; 2026Q1: 120,193 shares; 2026Q2: 188,444 shares 188,444 $14.7M 2.28% +68,251 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,664 shares; 2024Q4: 92,617 shares; 2025Q1: 91,181 shares; 2025Q2: 90,803 shares; 2025Q3: 90,936 shares; 2025Q4: 90,963 shares; 2026Q1: 91,517 shares; 2026Q2: 91,918 shares 91,918 $13.5M 2.09% +401 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,712 shares; 2024Q4: 25,652 shares; 2025Q1: 25,447 shares; 2025Q2: 24,227 shares; 2025Q3: 24,452 shares; 2025Q4: 22,031 shares; 2026Q1: 21,020 shares; 2026Q2: 19,090 shares 19,090 $11.1M 1.72% -1,930 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: 29,807 shares; 2024Q4: 29,703 shares; 2025Q1: 29,328 shares; 2025Q2: 29,238 shares; 2025Q3: 29,096 shares; 2025Q4: 28,922 shares; 2026Q1: 28,797 shares; 2026Q2: 28,401 shares 28,401 $10.5M 1.63% -396 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: 38,569 shares; 2024Q4: 38,560 shares; 2025Q1: 38,302 shares; 2025Q2: 36,175 shares; 2025Q3: 35,663 shares; 2025Q4: 35,005 shares; 2026Q1: 35,013 shares; 2026Q2: 34,317 shares 34,317 $9.93M 1.54% -696 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: 16,895 shares; 2024Q4: 16,921 shares; 2025Q1: 16,624 shares; 2025Q2: 15,591 shares; 2025Q3: 15,856 shares; 2025Q4: 15,252 shares; 2026Q1: 14,211 shares; 2026Q2: 12,803 shares 12,803 $9.26M 1.44% -1,408 Timeline VXF 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: 5,237 shares; 2024Q4: 5,201 shares; 2025Q1: 5,203 shares; 2025Q2: 22,895 shares; 2025Q3: 25,393 shares; 2025Q4: 28,294 shares; 2026Q1: 33,357 shares; 2026Q2: 36,150 shares 36,150 $8.9M 1.38% +2,793 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; 2024Q3: not reported; 2024Q4: 26,853 shares; 2025Q1: 27,423 shares; 2025Q2: 26,662 shares; 2025Q3: 26,497 shares; 2025Q4: 23,906 shares; 2026Q1: 22,703 shares; 2026Q2: 20,169 shares 20,169 $8.74M 1.36% -2,534 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,786 shares; 2024Q4: 30,323 shares; 2025Q1: 28,608 shares; 2025Q2: 27,963 shares; 2025Q3: 27,963 shares; 2025Q4: 25,819 shares; 2026Q1: 24,574 shares; 2026Q2: 23,525 shares 23,525 $6.83M 1.06% -1,049 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: 919 shares; 2025Q2: 2,272 shares; 2025Q3: 2,319 shares; 2025Q4: 2,228 shares; 2026Q1: 2,253 shares; 2026Q2: 21,981 shares 21,981 $6.63M 1.03% +19,728 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: 60,587 shares; 2024Q4: 55,567 shares; 2025Q1: 54,733 shares; 2025Q2: 38,883 shares; 2025Q3: 39,748 shares; 2025Q4: 38,136 shares; 2026Q1: 34,569 shares; 2026Q2: 32,579 shares 32,579 $6.52M 1.01% -1,990 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: 22,643 shares; 2024Q4: 22,161 shares; 2025Q1: 21,978 shares; 2025Q2: 19,158 shares; 2025Q3: 19,487 shares; 2025Q4: 18,171 shares; 2026Q1: 17,148 shares; 2026Q2: 16,584 shares 16,584 $5.93M 0.92% -564 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: 19,672 shares; 2024Q4: 19,130 shares; 2025Q1: 18,764 shares; 2025Q2: 16,842 shares; 2025Q3: 17,400 shares; 2025Q4: 18,900 shares; 2026Q1: 18,900 shares; 2026Q2: 19,434 shares 19,434 $4.63M 0.72% +534 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,410 shares; 2024Q4: 13,266 shares; 2025Q1: 12,764 shares; 2025Q2: 12,292 shares; 2025Q3: 12,404 shares; 2025Q4: 12,292 shares; 2026Q1: 12,381 shares; 2026Q2: 12,409 shares 12,409 $4.63M 0.72% +28 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,110 shares; 2024Q4: 11,043 shares; 2025Q1: 9,249 shares; 2025Q2: 8,620 shares; 2025Q3: 9,064 shares; 2025Q4: 8,863 shares; 2026Q1: 8,913 shares; 2026Q2: 8,752 shares 8,752 $4.38M 0.68% -161 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,990 shares; 2024Q4: 10,175 shares; 2025Q1: 9,665 shares; 2025Q2: 7,584 shares; 2025Q3: 7,560 shares; 2025Q4: 7,245 shares; 2026Q1: 6,565 shares; 2026Q2: 6,093 shares 6,093 $4.35M 0.68% -472 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,809 shares; 2024Q4: 3,388 shares; 2025Q1: 3,271 shares; 2025Q2: 3,436 shares; 2025Q3: 3,439 shares; 2025Q4: 3,318 shares; 2026Q1: 3,288 shares; 2026Q2: 3,124 shares 3,124 $4.32M 0.67% -164 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE 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: 85,766 shares; 2026Q1: 61,706 shares; 2026Q2: 49,286 shares 49,286 $4.07M 0.63% -12,420 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,734 shares; 2025Q2: 22,976 shares; 2025Q3: 22,774 shares; 2025Q4: 21,792 shares; 2026Q1: 22,673 shares; 2026Q2: 22,702 shares 22,702 $4M 0.62% +29 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,809 shares; 2024Q4: 27,998 shares; 2025Q1: 27,548 shares; 2025Q2: 23,800 shares; 2025Q3: 23,805 shares; 2025Q4: 23,399 shares; 2026Q1: 23,103 shares; 2026Q2: 21,928 shares 21,928 $3.81M 0.59% -1,175 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,394 shares; 2024Q4: 14,227 shares; 2025Q1: 13,854 shares; 2025Q2: 12,708 shares; 2025Q3: 12,805 shares; 2025Q4: 12,824 shares; 2026Q1: 12,845 shares; 2026Q2: 12,677 shares 12,677 $3.78M 0.59% -168 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: 4,717 shares; 2024Q4: 4,588 shares; 2025Q1: 4,484 shares; 2025Q2: 3,688 shares; 2025Q3: 4,123 shares; 2025Q4: 4,080 shares; 2026Q1: 3,968 shares; 2026Q2: 3,934 shares 3,934 $3.68M 0.57% -34 Timeline GLW CORNING INC More: the full row for CORNING 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: 10,286 shares; 2026Q2: 13,526 shares 13,526 $3.45M 0.54% +3,240 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,904 shares; 2024Q4: 13,635 shares; 2025Q1: 12,988 shares; 2025Q2: 10,111 shares; 2025Q3: 10,167 shares; 2025Q4: 9,869 shares; 2026Q1: 10,113 shares; 2026Q2: 9,950 shares 9,950 $3.36M 0.52% -163 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,755 shares; 2026Q2: 47,614 shares 47,614 $3.26M 0.51% +2,859 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,960 shares; 2024Q4: 10,958 shares; 2025Q1: 10,486 shares; 2025Q2: 8,893 shares; 2025Q3: 8,897 shares; 2025Q4: 8,716 shares; 2026Q1: 8,956 shares; 2026Q2: 9,041 shares 9,041 $3.1M 0.48% +85 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,941 shares; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares; 2026Q2: 2,905 shares 2,905 $3.09M 0.48% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 33,474 shares; 2025Q3: 33,489 shares; 2025Q4: 32,733 shares; 2026Q1: 34,153 shares; 2026Q2: 34,791 shares 34,791 $3.03M 0.47% +638 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; 2024Q3: 46,483 shares; 2024Q4: 44,171 shares; 2025Q1: 43,640 shares; 2025Q2: 33,617 shares; 2025Q3: 33,724 shares; 2025Q4: 32,968 shares; 2026Q1: 31,942 shares; 2026Q2: 32,702 shares 32,702 $3.02M 0.47% +760 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,786 shares; 2024Q4: 37,496 shares; 2025Q1: 33,960 shares; 2025Q2: 63,464 shares; 2025Q3: 63,720 shares; 2025Q4: 63,382 shares; 2026Q1: 61,859 shares; 2026Q2: 61,573 shares 61,573 $2.96M 0.46% -286 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,636 shares; 2025Q2: 13,053 shares; 2025Q3: 13,152 shares; 2025Q4: 12,913 shares; 2026Q1: 13,926 shares; 2026Q2: 13,999 shares 13,999 $2.93M 0.45% +73 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: 3,606 shares; 2025Q2: 7,411 shares; 2025Q3: 7,444 shares; 2025Q4: 7,178 shares; 2026Q1: 7,582 shares; 2026Q2: 7,788 shares 7,788 $2.91M 0.45% +206 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; 2024Q3: 11,242 shares; 2024Q4: 7,291 shares; 2025Q1: 6,413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,954 shares; 2026Q2: 24,225 shares 24,225 $2.85M 0.44% +6,271 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,677 shares; 2026Q2: 33,758 shares 33,758 $2.83M 0.44% +1,081 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,743 shares; 2024Q4: 11,160 shares; 2025Q1: 11,722 shares; 2025Q2: 12,120 shares; 2025Q3: 12,253 shares; 2025Q4: 12,140 shares; 2026Q1: 12,595 shares; 2026Q2: 12,652 shares 12,652 $2.74M 0.43% +57 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,699 shares; 2025Q2: 22,284 shares; 2025Q3: 22,330 shares; 2025Q4: 22,461 shares; 2026Q1: 23,922 shares; 2026Q2: 24,480 shares 24,480 $2.74M 0.43% +558 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,388 shares; 2024Q4: 28,947 shares; 2025Q1: 25,039 shares; 2025Q2: 22,053 shares; 2025Q3: 22,122 shares; 2025Q4: 20,563 shares; 2026Q1: 19,988 shares; 2026Q2: 19,762 shares 19,762 $2.7M 0.42% -226 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,875 shares; 2024Q4: 12,818 shares; 2025Q1: 11,438 shares; 2025Q2: 11,108 shares; 2025Q3: 10,975 shares; 2025Q4: 10,581 shares; 2026Q1: 10,166 shares; 2026Q2: 10,152 shares 10,152 $2.58M 0.4% -14 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,722 shares; 2025Q2: 9,528 shares; 2025Q3: 9,614 shares; 2025Q4: 9,574 shares; 2026Q1: 10,311 shares; 2026Q2: 10,430 shares 10,430 $2.52M 0.39% +119 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; 2024Q3: 4,253 shares; 2024Q4: 4,268 shares; 2025Q1: 4,268 shares; 2025Q2: 4,094 shares; 2025Q3: 4,094 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares 3,671 $2.52M 0.39% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,976 shares; 2025Q2: 4,286 shares; 2025Q3: 4,322 shares; 2025Q4: 4,289 shares; 2026Q1: 4,478 shares; 2026Q2: 4,698 shares 4,698 $2.46M 0.38% +220 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,885 shares; 2025Q1: 2,878 shares; 2025Q2: 2,538 shares; 2025Q3: 2,548 shares; 2025Q4: 2,438 shares; 2026Q1: 2,436 shares; 2026Q2: 2,454 shares 2,454 $2.36M 0.37% +18 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 3,964 shares; 2025Q3: 4,008 shares; 2025Q4: 3,892 shares; 2026Q1: 4,343 shares; 2026Q2: 4,632 shares 4,632 $2.28M 0.35% +289 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: 4,846 shares; 2025Q1: 4,872 shares; 2025Q2: 4,380 shares; 2025Q3: 4,440 shares; 2025Q4: 4,284 shares; 2026Q1: 4,704 shares; 2026Q2: 4,901 shares 4,901 $2.25M 0.35% +197 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: 12,216 shares; 2024Q4: 12,337 shares; 2025Q1: 5,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,123 shares; 2026Q2: 5,606 shares 5,606 $2.23M 0.35% +1,483 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,529 shares; 2026Q2: 1,844 shares 1,844 $2.21M 0.34% +315 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,895 shares; 2025Q2: 18,413 shares; 2025Q3: 18,565 shares; 2025Q4: 18,200 shares; 2026Q1: 18,882 shares; 2026Q2: 19,403 shares 19,403 $2.2M 0.34% +521 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,724 shares; 2025Q2: 8,808 shares; 2025Q3: 8,952 shares; 2025Q4: 8,911 shares; 2026Q1: 9,399 shares; 2026Q2: 9,797 shares 9,797 $2.2M 0.34% +398 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,118 shares; 2025Q2: 6,378 shares; 2025Q3: 6,416 shares; 2025Q4: 6,361 shares; 2026Q1: 6,954 shares; 2026Q2: 7,302 shares 7,302 $2.15M 0.33% +348 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: 16,052 shares; 2025Q3: 16,299 shares; 2025Q4: 16,200 shares; 2026Q1: 17,409 shares; 2026Q2: 17,869 shares 17,869 $2.15M 0.33% +460 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,130 shares; 2026Q2: 5,537 shares 5,537 $2.09M 0.33% +1,407 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares; 2026Q2: 2,092 shares 2,092 $2.05M 0.32% +561 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,046 shares; 2025Q2: 3,096 shares; 2025Q3: 3,133 shares; 2025Q4: 3,054 shares; 2026Q1: 3,391 shares; 2026Q2: 3,511 shares 3,511 $2.02M 0.31% +120 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,209 shares; 2025Q2: 3,430 shares; 2025Q3: 3,483 shares; 2025Q4: 3,455 shares; 2026Q1: 3,759 shares; 2026Q2: 3,968 shares 3,968 $1.99M 0.31% +209 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,640 shares; 2024Q4: 24,893 shares; 2025Q1: 25,240 shares; 2025Q2: 23,810 shares; 2025Q3: 23,901 shares; 2025Q4: 22,764 shares; 2026Q1: 24,089 shares; 2026Q2: 25,803 shares 25,803 $1.95M 0.3% +1,714 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,815 shares; 2024Q4: 4,313 shares; 2025Q1: 4,057 shares; 2025Q2: 3,468 shares; 2025Q3: 3,636 shares; 2025Q4: 3,573 shares; 2026Q1: 3,760 shares; 2026Q2: 3,451 shares 3,451 $1.94M 0.3% -309 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,359 shares; 2025Q2: 12,552 shares; 2025Q3: 12,616 shares; 2025Q4: 12,637 shares; 2026Q1: 13,764 shares; 2026Q2: 15,384 shares 15,384 $1.94M 0.3% +1,620 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 5,309 shares; 2026Q2: 6,860 shares 6,860 $1.84M 0.29% +1,551 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 44,073 shares; 2026Q2: 45,568 shares 45,568 $1.83M 0.28% +1,495 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,904 shares; 2026Q2: 11,257 shares 11,257 $1.71M 0.27% +3,353 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,449 shares; 2025Q2: 9,670 shares; 2025Q3: 9,812 shares; 2025Q4: 9,734 shares; 2026Q1: 10,018 shares; 2026Q2: 9,952 shares 9,952 $1.68M 0.26% -66 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,351 shares; 2024Q4: 12,359 shares; 2025Q1: 12,221 shares; 2025Q2: 10,912 shares; 2025Q3: 11,009 shares; 2025Q4: 10,536 shares; 2026Q1: 10,204 shares; 2026Q2: 10,098 shares 10,098 $1.67M 0.26% -106 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: 21,173 shares; 2026Q2: 29,686 shares 29,686 $1.65M 0.26% +8,513 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: 3,019 shares; 2025Q3: 3,111 shares; 2025Q4: 3,167 shares; 2026Q1: 3,610 shares; 2026Q2: 4,078 shares 4,078 $1.62M 0.25% +468 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 7,103 shares; 2026Q2: 8,901 shares 8,901 $1.55M 0.24% +1,798 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.23% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 1,633 shares; 2025Q3: 1,652 shares; 2025Q4: 16,652 shares; 2026Q1: 18,867 shares; 2026Q2: 20,735 shares 20,735 $1.48M 0.23% +1,868 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 11,490 shares; 2026Q2: 15,514 shares 15,514 $1.45M 0.23% +4,024 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: 4,149 shares; 2024Q4: 3,711 shares; 2025Q1: 3,454 shares; 2025Q2: 4,848 shares; 2025Q3: 4,934 shares; 2025Q4: 3,134 shares; 2026Q1: 3,134 shares; 2026Q2: 3,134 shares 3,134 $1.32M 0.2% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,475 shares; 2025Q1: 4,488 shares; 2025Q2: 3,765 shares; 2025Q3: 3,796 shares; 2025Q4: 3,761 shares; 2026Q1: 4,337 shares; 2026Q2: 4,658 shares 4,658 $1.22M 0.19% +321 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,769 shares; 2024Q4: 7,644 shares; 2025Q1: 7,494 shares; 2025Q2: 7,395 shares; 2025Q3: 7,395 shares; 2025Q4: 7,395 shares; 2026Q1: 7,395 shares; 2026Q2: 7,395 shares 7,395 $1.05M 0.16% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 2,181 shares; 2025Q1: 2,181 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares; 2025Q4: 2,109 shares; 2026Q1: 2,066 shares; 2026Q2: 7,352 shares 7,352 $913K 0.14% +5,286 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 104,810 shares; 2025Q4: 184,620 shares; 2026Q1: 190,420 shares; 2026Q2: 184,820 shares 184,820 $891K 0.14% -5,600 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,278 shares; 2024Q4: 18,188 shares; 2025Q1: 18,188 shares; 2025Q2: 17,503 shares; 2025Q3: 17,383 shares; 2025Q4: 16,217 shares; 2026Q1: 11,581 shares; 2026Q2: 11,511 shares 11,511 $862K 0.13% -70 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,463 shares; 2024Q4: 25,176 shares; 2025Q1: 25,043 shares; 2025Q2: 24,986 shares; 2025Q3: 21,854 shares; 2025Q4: 21,141 shares; 2026Q1: 19,966 shares; 2026Q2: 19,946 shares 19,946 $735K 0.11% -20 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 22,225 shares; 2026Q2: 23,415 shares 23,415 $730K 0.11% +1,190 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,527 shares; 2024Q4: 7,665 shares; 2025Q1: 7,748 shares; 2025Q2: 7,887 shares; 2025Q3: 8,238 shares; 2025Q4: 8,013 shares; 2026Q1: 4,747 shares; 2026Q2: 3,354 shares 3,354 $688K 0.11% -1,393 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,631 shares; 2025Q3: 2,621 shares; 2025Q4: 2,621 shares; 2026Q1: 2,621 shares; 2026Q2: 2,590 shares 2,590 $652K 0.1% -31 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 15,342 shares; 2025Q4: 16,149 shares; 2026Q1: 16,659 shares; 2026Q2: 18,139 shares 18,139 $604K 0.09% +1,480 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL 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: 3,470 shares; 2026Q1: 3,876 shares; 2026Q2: 3,612 shares 3,612 $571K 0.09% -264 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,458 shares; 2025Q2: 16,355 shares; 2025Q3: 16,568 shares; 2025Q4: 16,595 shares; 2026Q1: 7,743 shares; 2026Q2: 4,820 shares 4,820 $565K 0.09% -2,923 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: 1,125 shares; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $537K 0.08% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE 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: 4,692 shares; 2026Q1: 5,036 shares; 2026Q2: 4,676 shares 4,676 $532K 0.08% -360 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 9,540 shares; 2025Q4: 11,331 shares; 2026Q1: 9,711 shares; 2026Q2: 9,711 shares 9,711 $519K 0.08% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,234 shares; 2025Q2: 16,453 shares; 2025Q3: 16,533 shares; 2025Q4: 16,467 shares; 2026Q1: 6,095 shares; 2026Q2: 3,233 shares 3,233 $500K 0.08% -2,862 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 1,405 shares 1,405 $496K 0.08% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,262 shares; 2025Q4: 1,476 shares; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $470K 0.07% 0 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; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $432K 0.07% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $373K 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $360K 0.06% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: not reported; 2026Q2: 16,058 shares 16,058 $338K 0.05% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 8,010 shares; 2025Q3: 8,151 shares; 2025Q4: 8,122 shares; 2026Q1: 3,253 shares; 2026Q2: 1,692 shares 1,692 $322K 0.05% -1,561 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,546 shares; 2025Q4: 3,568 shares; 2026Q1: 3,581 shares; 2026Q2: 3,630 shares 3,630 $319K 0.05% +49 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,018 shares; 2024Q4: 4,350 shares; 2025Q1: 15,512 shares; 2025Q2: 32,730 shares; 2025Q3: 33,262 shares; 2025Q4: 33,368 shares; 2026Q1: 16,218 shares; 2026Q2: 10,890 shares 10,890 $307K 0.05% -5,328 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,906 shares; 2025Q2: 6,547 shares; 2025Q3: 6,641 shares; 2025Q4: 6,589 shares; 2026Q1: 2,552 shares; 2026Q2: 1,360 shares 1,360 $303K 0.05% -1,192 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,440 shares; 2025Q2: 11,212 shares; 2025Q3: 11,426 shares; 2025Q4: 11,680 shares; 2026Q1: 5,128 shares; 2026Q2: 2,542 shares 2,542 $301K 0.05% -2,586 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; 2024Q3: not reported; 2024Q4: 5,046 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,002 shares; 2026Q2: 5,002 shares 5,002 $285K 0.04% 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; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 2,096 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $279K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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: 8,629 shares; 2026Q1: 9,027 shares; 2026Q2: 8,552 shares 8,552 $271K 0.04% -475 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,394 shares; 2025Q2: 7,805 shares; 2025Q3: 7,903 shares; 2025Q4: 7,768 shares; 2026Q1: 2,866 shares; 2026Q2: 1,578 shares 1,578 $268K 0.04% -1,288 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,241 shares; 2024Q4: 2,116 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,811 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $264K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,949 shares; 2024Q4: 9,730 shares; 2025Q1: 8,683 shares; 2025Q2: 7,562 shares; 2025Q3: 7,662 shares; 2025Q4: 7,326 shares; 2026Q1: 3,493 shares; 2026Q2: 1,208 shares 1,208 $264K 0.04% -2,285 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $255K 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,217 shares; 2025Q2: 2,944 shares; 2025Q3: 2,996 shares; 2025Q4: 3,030 shares; 2026Q1: 1,185 shares; 2026Q2: 617 shares 617 $251K 0.04% -568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $247K 0.04% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,725 shares 2,725 $243K 0.04% -250 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares; 2026Q2: 1,785 shares 1,785 $242K 0.04% 0 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; 2024Q3: 1,705 shares; 2024Q4: 1,318 shares; 2025Q1: 1,298 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,199 shares; 2026Q2: 1,094 shares 1,094 $241K 0.04% -105 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE 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: 1,347 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,633 shares 1,633 $239K 0.04% +161 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,093 shares; 2024Q4: 7,589 shares; 2025Q1: 7,716 shares; 2025Q2: 7,746 shares; 2025Q3: 7,855 shares; 2025Q4: 7,513 shares; 2026Q1: 3,360 shares; 2026Q2: 1,483 shares 1,483 $232K 0.04% -1,877 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: 3,070 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,092 shares 4,092 $229K 0.04% new Timeline XLI 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: not reported; 2026Q2: 1,209 shares 1,209 $224K 0.03% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,803 shares 1,803 $219K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: not reported; 2026Q2: 1,475 shares 1,475 $216K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 561 shares; 2025Q4: 536 shares; 2026Q1: not reported; 2026Q2: 496 shares 496 $211K 0.03% new Timeline EQT EQT CORP More: the full row for EQT 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: 3,840 shares 3,840 $204K 0.03% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 3,565 shares; 2025Q3: 3,626 shares; 2025Q4: 3,369 shares; 2026Q1: 1,282 shares; 2026Q2: 689 shares 689 $204K 0.03% -593 Timeline