AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,023 shares; 2024Q4: 90,599 shares; 2025Q1: 93,440 shares; 2025Q2: 105,902 shares; 2025Q3: 95,133 shares; 2025Q4: 91,685 shares; 2026Q1: 92,532 shares; 2026Q2: 90,374 shares 90,374 $34.1M 7.4% -2,158 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: 103,016 shares; 2024Q4: 103,256 shares; 2025Q1: 105,215 shares; 2025Q2: 109,815 shares; 2025Q3: 106,772 shares; 2025Q4: 107,203 shares; 2026Q1: 105,108 shares; 2026Q2: 103,658 shares 103,658 $30M 6.5% -1,450 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: 86,332 shares; 2024Q4: 86,604 shares; 2025Q1: 86,516 shares; 2025Q2: 142,992 shares; 2025Q3: 148,610 shares; 2025Q4: 138,014 shares; 2026Q1: 138,545 shares; 2026Q2: 135,586 shares 135,586 $27.1M 5.88% -2,959 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,302 shares; 2024Q4: 53,173 shares; 2025Q1: 53,571 shares; 2025Q2: 55,277 shares; 2025Q3: 52,645 shares; 2025Q4: 50,982 shares; 2026Q1: 50,146 shares; 2026Q2: 48,355 shares 48,355 $15.8M 3.43% -1,791 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: 45,423 shares; 2024Q4: 45,162 shares; 2025Q1: 42,730 shares; 2025Q2: 42,755 shares; 2025Q3: 42,116 shares; 2025Q4: 42,579 shares; 2026Q1: 42,459 shares; 2026Q2: 42,574 shares 42,574 $15.2M 3.3% +115 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: 36,778 shares; 2024Q4: 34,781 shares; 2025Q1: 34,888 shares; 2025Q2: 39,293 shares; 2025Q3: 38,847 shares; 2025Q4: 39,308 shares; 2026Q1: 39,254 shares; 2026Q2: 39,649 shares 39,649 $14.8M 3.21% +395 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: 17,493 shares; 2024Q4: 17,948 shares; 2025Q1: 18,753 shares; 2025Q2: 20,729 shares; 2025Q3: 31,251 shares; 2025Q4: 33,262 shares; 2026Q1: 31,063 shares; 2026Q2: 32,755 shares 32,755 $13M 2.82% +1,692 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: 99,557 shares; 2024Q4: 101,140 shares; 2025Q1: 104,774 shares; 2025Q2: 116,913 shares; 2025Q3: 115,707 shares; 2025Q4: 113,952 shares; 2026Q1: 109,378 shares; 2026Q2: 110,729 shares 110,729 $12.5M 2.72% +1,351 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,123 shares; 2024Q4: 30,913 shares; 2025Q1: 27,647 shares; 2025Q2: 29,928 shares; 2025Q3: 29,134 shares; 2025Q4: 28,704 shares; 2026Q1: 27,753 shares; 2026Q2: 27,403 shares 27,403 $11.7M 2.53% -350 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: 34,925 shares; 2024Q4: 32,762 shares; 2025Q1: 31,707 shares; 2025Q2: 43,168 shares; 2025Q3: 43,277 shares; 2025Q4: 43,527 shares; 2026Q1: 44,356 shares; 2026Q2: 44,103 shares 44,103 $10.5M 2.28% -253 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: 36,172 shares; 2024Q4: 35,082 shares; 2025Q1: 35,486 shares; 2025Q2: 38,399 shares; 2025Q3: 39,958 shares; 2025Q4: 38,763 shares; 2026Q1: 39,776 shares; 2026Q2: 40,541 shares 40,541 $10.3M 2.23% +765 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,340 shares; 2024Q4: 24,074 shares; 2025Q1: 25,293 shares; 2025Q2: 27,900 shares; 2025Q3: 27,045 shares; 2025Q4: 27,352 shares; 2026Q1: 23,681 shares; 2026Q2: 23,540 shares 23,540 $9.78M 2.12% -141 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 32,699 shares; 2025Q3: 30,427 shares; 2025Q4: 29,676 shares; 2026Q1: 31,826 shares; 2026Q2: 31,506 shares 31,506 $7.93M 1.72% -320 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,295 shares; 2024Q4: 30,849 shares; 2025Q1: 32,208 shares; 2025Q2: 35,022 shares; 2025Q3: 33,294 shares; 2025Q4: 32,840 shares; 2026Q1: 30,130 shares; 2026Q2: 30,317 shares 30,317 $7.75M 1.68% +187 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: 16,053 shares; 2024Q4: 16,284 shares; 2025Q1: 19,420 shares; 2025Q2: 20,102 shares; 2025Q3: 19,824 shares; 2025Q4: 19,708 shares; 2026Q1: 20,828 shares; 2026Q2: 20,580 shares 20,580 $7.62M 1.65% -248 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,862 shares; 2024Q4: 48,862 shares; 2025Q1: 51,333 shares; 2025Q2: 24,445 shares; 2025Q3: 21,122 shares; 2025Q4: 41,595 shares; 2026Q1: 38,148 shares; 2026Q2: 39,403 shares 39,403 $7.51M 1.63% +1,255 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: not reported; 2024Q4: not reported; 2025Q1: 8,444 shares; 2025Q2: 10,015 shares; 2025Q3: 9,738 shares; 2025Q4: 8,655 shares; 2026Q1: 10,092 shares; 2026Q2: 10,029 shares 10,029 $7.15M 1.55% -63 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; 2024Q3: 22,710 shares; 2024Q4: 20,623 shares; 2025Q1: 20,803 shares; 2025Q2: 21,541 shares; 2025Q3: 20,019 shares; 2025Q4: 19,543 shares; 2026Q1: 20,540 shares; 2026Q2: 19,990 shares 19,990 $7.05M 1.53% -550 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: 8,627 shares; 2024Q4: 8,620 shares; 2025Q1: 9,104 shares; 2025Q2: 11,336 shares; 2025Q3: 11,550 shares; 2025Q4: 11,885 shares; 2026Q1: 12,075 shares; 2026Q2: 12,177 shares 12,177 $6.86M 1.49% +102 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: 837 shares; 2024Q4: 745 shares; 2025Q1: 2,125 shares; 2025Q2: 14,673 shares; 2025Q3: 15,329 shares; 2025Q4: 15,481 shares; 2026Q1: 15,449 shares; 2026Q2: 15,715 shares 15,715 $6.61M 1.43% +266 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,806 shares; 2024Q4: 46,107 shares; 2025Q1: 46,497 shares; 2025Q2: 51,036 shares; 2025Q3: 48,918 shares; 2025Q4: 47,694 shares; 2026Q1: 45,299 shares; 2026Q2: 44,599 shares 44,599 $6.52M 1.41% -700 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,802 shares; 2024Q4: 19,487 shares; 2025Q1: 19,003 shares; 2025Q2: 21,106 shares; 2025Q3: 20,443 shares; 2025Q4: 19,869 shares; 2026Q1: 18,519 shares; 2026Q2: 18,631 shares 18,631 $6.35M 1.38% +112 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: 15,654 shares; 2024Q4: 15,829 shares; 2025Q1: 14,619 shares; 2025Q2: 17,898 shares; 2025Q3: 17,871 shares; 2025Q4: 17,828 shares; 2026Q1: 17,757 shares; 2026Q2: 17,429 shares 17,429 $5.98M 1.3% -328 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,079 shares; 2024Q4: 20,944 shares; 2025Q1: 21,411 shares; 2025Q2: 24,266 shares; 2025Q3: 24,157 shares; 2025Q4: 24,227 shares; 2026Q1: 25,826 shares; 2026Q2: 26,479 shares 26,479 $5.85M 1.27% +653 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: 28,418 shares; 2024Q4: 28,467 shares; 2025Q1: 28,656 shares; 2025Q2: 41,831 shares; 2025Q3: 41,932 shares; 2025Q4: 41,759 shares; 2026Q1: 42,543 shares; 2026Q2: 41,051 shares 41,051 $5.61M 1.22% -1,492 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,518 shares; 2024Q4: 22,686 shares; 2025Q1: 23,033 shares; 2025Q2: 26,634 shares; 2025Q3: 25,155 shares; 2025Q4: 24,778 shares; 2026Q1: 26,888 shares; 2026Q2: 27,125 shares 27,125 $5.59M 1.21% +237 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: 17,942 shares; 2024Q4: 18,307 shares; 2025Q1: 16,846 shares; 2025Q2: 11,591 shares; 2025Q3: 11,197 shares; 2025Q4: 10,864 shares; 2026Q1: 10,871 shares; 2026Q2: 10,740 shares 10,740 $5.28M 1.14% -131 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: 5,606 shares; 2024Q4: 5,659 shares; 2025Q1: 5,633 shares; 2025Q2: 14,646 shares; 2025Q3: 14,722 shares; 2025Q4: 14,652 shares; 2026Q1: 14,821 shares; 2026Q2: 14,638 shares 14,638 $5.17M 1.12% -183 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; 2024Q3: 16,438 shares; 2024Q4: 16,128 shares; 2025Q1: 16,556 shares; 2025Q2: 17,155 shares; 2025Q3: 17,321 shares; 2025Q4: 17,056 shares; 2026Q1: 16,403 shares; 2026Q2: 15,988 shares 15,988 $4.69M 1.02% -415 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: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 11,660 shares; 2025Q3: 11,660 shares; 2025Q4: 11,660 shares; 2026Q1: 11,660 shares; 2026Q2: 10,660 shares 10,660 $4.62M 1% -1,000 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,683 shares; 2025Q1: 71,111 shares; 2025Q2: 80,991 shares; 2025Q3: 78,438 shares; 2025Q4: 76,133 shares; 2026Q1: 71,063 shares; 2026Q2: 71,690 shares 71,690 $4.44M 0.96% +627 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,278 shares; 2024Q4: 85,140 shares; 2025Q1: 84,836 shares; 2025Q2: 88,415 shares; 2025Q3: 92,396 shares; 2025Q4: 85,251 shares; 2026Q1: 81,674 shares; 2026Q2: 100,255 shares 100,255 $4.24M 0.92% +18,581 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,248 shares; 2025Q1: 13,248 shares; 2025Q2: 28,760 shares; 2025Q3: 28,760 shares; 2025Q4: 28,260 shares; 2026Q1: 28,260 shares; 2026Q2: 24,868 shares 24,868 $4.22M 0.92% -3,392 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: 7,947 shares; 2024Q4: 7,948 shares; 2025Q1: 7,948 shares; 2025Q2: 10,176 shares; 2025Q3: 10,278 shares; 2025Q4: 9,785 shares; 2026Q1: 12,632 shares; 2026Q2: 13,035 shares 13,035 $3.89M 0.84% +403 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,127 shares; 2024Q4: 13,812 shares; 2025Q1: 14,122 shares; 2025Q2: 15,559 shares; 2025Q3: 14,897 shares; 2025Q4: 14,046 shares; 2026Q1: 13,511 shares; 2026Q2: 13,424 shares 13,424 $3.65M 0.79% -87 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; 2024Q3: 30,384 shares; 2024Q4: 34,458 shares; 2025Q1: 31,273 shares; 2025Q2: 35,449 shares; 2025Q3: 35,914 shares; 2025Q4: 33,753 shares; 2026Q1: 35,739 shares; 2026Q2: 40,309 shares 40,309 $3.54M 0.77% +4,570 Timeline XLC 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: 63,691 shares; 2024Q4: 63,300 shares; 2025Q1: 63,204 shares; 2025Q2: 36,615 shares; 2025Q3: 34,670 shares; 2025Q4: 34,470 shares; 2026Q1: 31,418 shares; 2026Q2: 31,598 shares 31,598 $3.39M 0.73% +180 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & 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: 37,449 shares; 2026Q1: 39,591 shares; 2026Q2: 40,921 shares 40,921 $3.38M 0.73% +1,330 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,908 shares; 2025Q3: 14,488 shares; 2025Q4: 14,772 shares; 2026Q1: 14,730 shares; 2026Q2: 15,114 shares 15,114 $3.27M 0.71% +384 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,474 shares; 2024Q4: 22,932 shares; 2025Q1: 22,450 shares; 2025Q2: 23,177 shares; 2025Q3: 23,377 shares; 2025Q4: 23,177 shares; 2026Q1: 23,177 shares; 2026Q2: 23,277 shares 23,277 $3.25M 0.7% +100 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,320 shares; 2025Q3: 31,471 shares; 2025Q4: 32,082 shares; 2026Q1: 32,751 shares; 2026Q2: 33,190 shares 33,190 $3.19M 0.69% +439 Timeline XLV 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: 58,729 shares; 2024Q4: 77,560 shares; 2025Q1: 70,553 shares; 2025Q2: 29,939 shares; 2025Q3: 22,885 shares; 2025Q4: 22,349 shares; 2026Q1: 20,285 shares; 2026Q2: 19,832 shares 19,832 $3.15M 0.68% -453 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,931 shares; 2026Q1: 25,511 shares; 2026Q2: 27,290 shares 27,290 $3.13M 0.68% +1,779 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,706 shares; 2024Q4: 13,713 shares; 2025Q1: 13,607 shares; 2025Q2: 10,770 shares; 2025Q3: 10,052 shares; 2025Q4: 8,760 shares; 2026Q1: 8,404 shares; 2026Q2: 7,270 shares 7,270 $3.02M 0.65% -1,134 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: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares; 2026Q2: 2,558 shares 2,558 $2.95M 0.64% -540 Timeline XLF 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: 166,454 shares; 2024Q4: 207,167 shares; 2025Q1: 205,337 shares; 2025Q2: 55,018 shares; 2025Q3: 53,018 shares; 2025Q4: 55,220 shares; 2026Q1: 52,908 shares; 2026Q2: 53,306 shares 53,306 $2.86M 0.62% +398 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,348 shares; 2025Q3: 17,836 shares; 2025Q4: 17,202 shares; 2026Q1: 17,680 shares; 2026Q2: 18,841 shares 18,841 $2.76M 0.6% +1,161 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: not reported; 2025Q2: 4,053 shares; 2025Q3: 4,038 shares; 2025Q4: 37,347 shares; 2026Q1: 37,171 shares; 2026Q2: 34,414 shares 34,414 $2.46M 0.53% -2,757 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,071 shares; 2025Q3: 30,322 shares; 2025Q4: 30,106 shares; 2026Q1: 54,004 shares; 2026Q2: 62,052 shares 62,052 $2.28M 0.49% +8,048 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,352 shares; 2025Q3: 4,365 shares; 2025Q4: 4,377 shares; 2026Q1: 4,349 shares; 2026Q2: 4,415 shares 4,415 $2.19M 0.48% +66 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; 2024Q3: 24,238 shares; 2024Q4: 24,238 shares; 2025Q1: 28,337 shares; 2025Q2: 24,820 shares; 2025Q3: 24,821 shares; 2025Q4: 24,678 shares; 2026Q1: 25,529 shares; 2026Q2: 25,791 shares 25,791 $2.1M 0.45% +262 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: 39,180 shares; 2024Q4: 28,511 shares; 2025Q1: 13,818 shares; 2025Q2: 12,706 shares; 2025Q3: 12,542 shares; 2025Q4: 12,740 shares; 2026Q1: 22,016 shares; 2026Q2: 22,292 shares 22,292 $1.87M 0.4% +276 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: 29,848 shares; 2024Q4: 27,428 shares; 2025Q1: 24,872 shares; 2025Q2: 12,322 shares; 2025Q3: 12,306 shares; 2025Q4: 12,099 shares; 2026Q1: 12,061 shares; 2026Q2: 11,780 shares 11,780 $1.78M 0.39% -281 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: 6,279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,046 shares; 2026Q2: 23,427 shares 23,427 $1.76M 0.38% +1,381 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: 9,479 shares; 2024Q4: 9,268 shares; 2025Q1: 13,840 shares; 2025Q2: 10,062 shares; 2025Q3: 10,291 shares; 2025Q4: 10,252 shares; 2026Q1: 10,625 shares; 2026Q2: 10,613 shares 10,613 $1.76M 0.38% -12 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,073 shares; 2025Q3: 14,447 shares; 2025Q4: 14,534 shares; 2026Q1: 14,632 shares; 2026Q2: 15,121 shares 15,121 $1.73M 0.37% +489 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: 3,999 shares; 2024Q4: 4,099 shares; 2025Q1: 4,099 shares; 2025Q2: 5,460 shares; 2025Q3: 5,411 shares; 2025Q4: 5,371 shares; 2026Q1: 11,088 shares; 2026Q2: 11,689 shares 11,689 $1.71M 0.37% +601 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: 12,971 shares; 2024Q4: 13,104 shares; 2025Q1: 12,191 shares; 2025Q2: 12,746 shares; 2025Q3: 12,324 shares; 2025Q4: 12,297 shares; 2026Q1: 11,500 shares; 2026Q2: 10,910 shares 10,910 $1.71M 0.37% -590 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,296 shares; 2025Q2: 8,653 shares; 2025Q3: 8,740 shares; 2025Q4: 8,638 shares; 2026Q1: 14,804 shares; 2026Q2: 16,040 shares 16,040 $1.67M 0.36% +1,236 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 1,576 shares 1,576 $1.64M 0.36% new Timeline XLY 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: 30,010 shares; 2024Q4: 28,152 shares; 2025Q1: 29,762 shares; 2025Q2: 12,067 shares; 2025Q3: 10,905 shares; 2025Q4: 18,372 shares; 2026Q1: 14,184 shares; 2026Q2: 13,891 shares 13,891 $1.63M 0.35% -293 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 2,677 shares; 2025Q3: 2,677 shares; 2025Q4: 2,677 shares; 2026Q1: 2,677 shares; 2026Q2: 2,227 shares 2,227 $1.61M 0.35% -450 Timeline IGM 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: 17,369 shares; 2025Q4: 12,456 shares; 2026Q1: 9,609 shares; 2026Q2: 9,620 shares 9,620 $1.57M 0.34% +11 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: not reported; 2025Q2: 1,480 shares; 2025Q3: 1,517 shares; 2025Q4: 1,450 shares; 2026Q1: 6,923 shares; 2026Q2: 7,163 shares 7,163 $1.5M 0.32% +240 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,502 shares; 2025Q3: 13,980 shares; 2025Q4: 14,327 shares; 2026Q1: 14,395 shares; 2026Q2: 14,694 shares 14,694 $1.41M 0.31% +299 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 18,313 shares 18,313 $1.39M 0.3% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,602 shares; 2025Q1: 43,452 shares; 2025Q2: 49,553 shares; 2025Q3: 49,323 shares; 2025Q4: 45,475 shares; 2026Q1: 43,582 shares; 2026Q2: 35,443 shares 35,443 $1.38M 0.3% -8,139 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 7,911 shares; 2025Q4: 7,941 shares; 2026Q1: 7,901 shares; 2026Q2: 8,021 shares 8,021 $1.31M 0.28% +120 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,010 shares; 2025Q3: 2,080 shares; 2025Q4: 2,078 shares; 2026Q1: 2,062 shares; 2026Q2: 2,089 shares 2,089 $1.3M 0.28% +27 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 7,131 shares; 2026Q2: 7,878 shares 7,878 $1.23M 0.27% +747 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 6,029 shares; 2025Q4: 6,108 shares; 2026Q1: 6,129 shares; 2026Q2: 6,236 shares 6,236 $1.21M 0.26% +107 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,128 shares; 2025Q3: 11,384 shares; 2025Q4: 11,627 shares; 2026Q1: 11,617 shares; 2026Q2: 11,843 shares 11,843 $1.21M 0.26% +226 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,868 shares; 2024Q4: 14,247 shares; 2025Q1: 13,035 shares; 2025Q2: 5,177 shares; 2025Q3: 4,342 shares; 2025Q4: 4,320 shares; 2026Q1: 4,313 shares; 2026Q2: 4,242 shares 4,242 $1.19M 0.26% -71 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: 4,586 shares; 2026Q2: 5,084 shares 5,084 $1.14M 0.25% +498 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 4,428 shares; 2026Q1: 23,367 shares; 2026Q2: 27,123 shares 27,123 $1.11M 0.24% +3,756 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 15,402 shares; 2026Q2: 15,115 shares 15,115 $1.09M 0.24% -287 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 2,353 shares; 2026Q2: 2,636 shares 2,636 $1.06M 0.23% +283 Timeline XLU 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: 49,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,914 shares; 2025Q4: 29,682 shares; 2026Q1: 23,570 shares; 2026Q2: 23,170 shares 23,170 $1.05M 0.23% -400 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,279 shares; 2025Q3: 6,583 shares; 2025Q4: 6,640 shares; 2026Q1: 6,490 shares; 2026Q2: 6,498 shares 6,498 $1.02M 0.22% +8 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,423 shares; 2025Q4: 1,466 shares; 2026Q1: 1,551 shares; 2026Q2: 1,577 shares 1,577 $1M 0.22% +26 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,381 shares; 2026Q2: 9,542 shares 9,542 $987K 0.21% -839 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: 1,529 shares; 2024Q4: 1,496 shares; 2025Q1: 1,399 shares; 2025Q2: 1,288 shares; 2025Q3: 1,287 shares; 2025Q4: 1,367 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $978K 0.21% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,319 shares; 2024Q4: 30,494 shares; 2025Q1: 30,710 shares; 2025Q2: 36,671 shares; 2025Q3: 35,859 shares; 2025Q4: 2,580 shares; 2026Q1: 11,198 shares; 2026Q2: 12,018 shares 12,018 $975K 0.21% +820 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,829 shares; 2025Q3: 4,899 shares; 2025Q4: 4,913 shares; 2026Q1: 4,922 shares; 2026Q2: 4,991 shares 4,991 $922K 0.2% +69 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 4,086 shares; 2026Q2: 4,040 shares 4,040 $916K 0.2% -46 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,044 shares; 2026Q2: 14,898 shares 14,898 $896K 0.19% +2,854 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: not reported; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: 1,695 shares; 2025Q3: 2,301 shares; 2025Q4: 2,223 shares; 2026Q1: 4,937 shares; 2026Q2: 4,935 shares 4,935 $893K 0.19% -2 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: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,726 shares; 2025Q4: 1,721 shares; 2026Q1: 1,714 shares; 2026Q2: 1,739 shares 1,739 $872K 0.19% +25 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,032 shares; 2025Q3: 9,234 shares; 2025Q4: 9,418 shares; 2026Q1: 9,460 shares; 2026Q2: 9,707 shares 9,707 $851K 0.18% +247 Timeline IJR 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: 3,511 shares; 2026Q1: 5,868 shares; 2026Q2: 5,727 shares 5,727 $849K 0.18% -141 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: not reported; 2025Q2: 1,803 shares; 2025Q3: 1,871 shares; 2025Q4: 1,876 shares; 2026Q1: 1,909 shares; 2026Q2: 1,945 shares 1,945 $773K 0.17% +36 Timeline VFH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,855 shares; 2025Q3: 5,855 shares; 2025Q4: 5,855 shares; 2026Q1: 5,855 shares; 2026Q2: 5,855 shares 5,855 $771K 0.17% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,392 shares; 2025Q3: 14,167 shares; 2025Q4: 12,876 shares; 2026Q1: 14,923 shares; 2026Q2: 16,042 shares 16,042 $769K 0.17% +1,119 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 1,669 shares; 2026Q2: 1,842 shares 1,842 $768K 0.17% +173 Timeline IBB 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: 5,895 shares; 2026Q1: 4,021 shares; 2026Q2: 3,957 shares 3,957 $753K 0.16% -64 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,922 shares; 2025Q3: 4,280 shares; 2025Q4: 4,278 shares; 2026Q1: 4,225 shares; 2026Q2: 4,253 shares 4,253 $748K 0.16% +28 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: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 989 shares 989 $739K 0.16% -62 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: 5,077 shares; 2024Q4: 5,593 shares; 2025Q1: 4,942 shares; 2025Q2: 1,056 shares; 2025Q3: 1,025 shares; 2025Q4: 1,019 shares; 2026Q1: 1,901 shares; 2026Q2: 1,813 shares 1,813 $738K 0.16% -88 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 7,256 shares; 2026Q2: 7,203 shares 7,203 $708K 0.15% -53 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: 474 shares; 2024Q4: 534 shares; 2025Q1: 718 shares; 2025Q2: 589 shares; 2025Q3: 587 shares; 2025Q4: 652 shares; 2026Q1: 677 shares; 2026Q2: 584 shares 584 $701K 0.15% -93 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 5,033 shares; 2026Q2: 5,414 shares 5,414 $696K 0.15% +381 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,761 shares; 2025Q3: 4,175 shares; 2025Q4: 4,191 shares; 2026Q1: 4,173 shares; 2026Q2: 4,235 shares 4,235 $677K 0.15% +62 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: 18,177 shares; 2024Q4: 19,425 shares; 2025Q1: 6,991 shares; 2025Q2: 1,613 shares; 2025Q3: 1,594 shares; 2025Q4: 1,574 shares; 2026Q1: 1,554 shares; 2026Q2: 1,158 shares 1,158 $673K 0.15% -396 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,790 shares; 2025Q3: 9,668 shares; 2025Q4: 8,643 shares; 2026Q1: 8,640 shares; 2026Q2: 8,768 shares 8,768 $666K 0.14% +128 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,909 shares; 2024Q4: 8,951 shares; 2025Q1: 9,074 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 8,212 shares; 2026Q1: 8,212 shares; 2026Q2: 8,212 shares 8,212 $637K 0.14% 0 Timeline 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: 4,350 shares; 2024Q4: 4,140 shares; 2025Q1: 4,153 shares; 2025Q2: 4,169 shares; 2025Q3: 4,182 shares; 2025Q4: 4,192 shares; 2026Q1: 4,182 shares; 2026Q2: 4,182 shares 4,182 $636K 0.14% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION 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: 5,560 shares; 2026Q2: 5,571 shares 5,571 $620K 0.13% +11 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,152 shares; 2024Q4: 5,130 shares; 2025Q1: 5,144 shares; 2025Q2: 5,035 shares; 2025Q3: 5,312 shares; 2025Q4: 5,273 shares; 2026Q1: 4,912 shares; 2026Q2: 4,896 shares 4,896 $603K 0.13% -16 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: not reported; 2025Q2: 2,318 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,509 shares 2,509 $559K 0.12% +1 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,613 shares; 2026Q2: 15,415 shares 15,415 $532K 0.12% +2,802 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,894 shares; 2025Q3: 4,995 shares; 2025Q4: 4,897 shares; 2026Q1: 4,897 shares; 2026Q2: 4,498 shares 4,498 $528K 0.11% -399 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: 1,628 shares; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,858 shares; 2026Q2: 2,858 shares 2,858 $483K 0.1% 0 Timeline IYT 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: not reported; 2026Q2: 5,175 shares 5,175 $449K 0.1% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,089 shares; 2025Q3: 4,091 shares; 2025Q4: 4,070 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $428K 0.09% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,071 shares; 2026Q2: 21,928 shares 21,928 $419K 0.09% +7,857 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: 1,496 shares; 2026Q2: 1,601 shares 1,601 $409K 0.09% +105 Timeline XLP 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: 66,960 shares; 2024Q4: 75,542 shares; 2025Q1: 77,367 shares; 2025Q2: 23,683 shares; 2025Q3: 24,382 shares; 2025Q4: 20,608 shares; 2026Q1: 20,264 shares; 2026Q2: 4,920 shares 4,920 $409K 0.09% -15,344 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 373 shares 373 $397K 0.09% 0 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; 2024Q3: 58,518 shares; 2024Q4: 58,255 shares; 2025Q1: 59,487 shares; 2025Q2: 3,760 shares; 2025Q3: 3,236 shares; 2025Q4: 3,243 shares; 2026Q1: 3,025 shares; 2026Q2: 3,030 shares 3,030 $389K 0.08% +5 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,793 shares; 2025Q3: 5,825 shares; 2025Q4: 5,874 shares; 2026Q1: 3,445 shares; 2026Q2: 3,321 shares 3,321 $388K 0.08% -124 Timeline VPL 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: 26,834 shares; 2024Q4: 26,248 shares; 2025Q1: 13,228 shares; 2025Q2: 6,239 shares; 2025Q3: 5,892 shares; 2025Q4: 6,015 shares; 2026Q1: 3,322 shares; 2026Q2: 3,315 shares 3,315 $383K 0.08% -7 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $371K 0.08% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,653 shares; 2025Q3: 1,701 shares; 2025Q4: 1,542 shares; 2026Q1: 1,404 shares; 2026Q2: 1,561 shares 1,561 $359K 0.08% +157 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 349 shares; 2025Q4: 351 shares; 2026Q1: 353 shares; 2026Q2: 354 shares 354 $358K 0.08% +1 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,293 shares; 2025Q2: 1,272 shares; 2025Q3: 1,280 shares; 2025Q4: 1,287 shares; 2026Q1: 1,293 shares; 2026Q2: 1,299 shares 1,299 $348K 0.08% +6 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 541 shares; 2026Q2: 541 shares 541 $334K 0.07% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 7,114 shares 7,114 $331K 0.07% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares; 2025Q3: 6,968 shares; 2025Q4: 7,202 shares; 2026Q1: 7,268 shares; 2026Q2: 7,688 shares 7,688 $316K 0.07% +420 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 657 shares; 2025Q2: 1,815 shares; 2025Q3: 660 shares; 2025Q4: 844 shares; 2026Q1: 845 shares; 2026Q2: 742 shares 742 $289K 0.06% -103 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,564 shares; 2024Q4: 8,808 shares; 2025Q1: 7,837 shares; 2025Q2: 1,527 shares; 2025Q3: 1,613 shares; 2025Q4: 1,594 shares; 2026Q1: 1,248 shares; 2026Q2: 1,210 shares 1,210 $288K 0.06% -38 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 780 shares; 2026Q1: 735 shares; 2026Q2: 570 shares 570 $285K 0.06% -165 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,280 shares; 2025Q4: 2,320 shares; 2026Q1: 2,313 shares; 2026Q2: 2,279 shares 2,279 $279K 0.06% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $268K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: not reported; 2026Q2: 1,557 shares 1,557 $264K 0.06% new Timeline VT 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: 1,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $263K 0.06% 0 Timeline XLB 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: 5,040 shares 5,040 $256K 0.06% new Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $254K 0.06% 0 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,840 shares; 2024Q4: 12,840 shares; 2025Q1: 12,840 shares; 2025Q2: 12,840 shares; 2025Q3: 7,940 shares; 2025Q4: 7,440 shares; 2026Q1: 6,440 shares; 2026Q2: 6,140 shares 6,140 $241K 0.05% -300 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 1,058 shares; 2025Q1: 1,133 shares; 2025Q2: 1,464 shares; 2025Q3: 1,470 shares; 2025Q4: 1,374 shares; 2026Q1: 1,379 shares; 2026Q2: 1,054 shares 1,054 $239K 0.05% -325 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,238 shares; 2026Q2: 1,241 shares 1,241 $235K 0.05% +3 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,001 shares 3,001 $225K 0.05% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 918 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $224K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares; 2026Q2: 1,518 shares 1,518 $206K 0.04% -18 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,404 shares; 2024Q4: not reported; 2025Q1: 22,404 shares; 2025Q2: 22,404 shares; 2025Q3: 22,404 shares; 2025Q4: 22,404 shares; 2026Q1: 22,404 shares; 2026Q2: 22,404 shares 22,404 $69.7K 0.02% 0 Timeline