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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $844M 56.03% 0 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: 665,529 shares; 2024Q4: 612,886 shares; 2025Q1: 593,415 shares; 2025Q2: 591,687 shares; 2025Q3: 587,848 shares; 2025Q4: 575,922 shares; 2026Q1: 554,232 shares; 2026Q2: 528,907 shares 528,907 $189M 12.55% -25,325 Timeline BKLN 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: 2,483,848 shares; 2024Q4: 2,483,848 shares; 2025Q1: 2,483,848 shares; 2025Q2: 2,483,848 shares; 2025Q3: 2,483,848 shares; 2025Q4: 2,483,848 shares; 2026Q1: 2,483,848 shares; 2026Q2: 2,483,848 shares 2,483,848 $50.6M 3.36% 0 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: 100,566 shares; 2024Q4: 100,566 shares; 2025Q1: 100,566 shares; 2025Q2: 101,555 shares; 2025Q3: 102,555 shares; 2025Q4: 102,555 shares; 2026Q1: 102,555 shares; 2026Q2: 102,555 shares 102,555 $35.2M 2.34% 0 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: 136,918 shares; 2024Q4: 136,918 shares; 2025Q1: 136,918 shares; 2025Q2: 136,918 shares; 2025Q3: 136,918 shares; 2025Q4: 129,204 shares; 2026Q1: 117,095 shares; 2026Q2: 109,067 shares 109,067 $27.7M 1.84% -8,028 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,165 shares; 2024Q4: 343,165 shares; 2025Q1: 343,165 shares; 2025Q2: 343,165 shares; 2025Q3: 343,165 shares; 2025Q4: 343,165 shares; 2026Q1: 343,165 shares; 2026Q2: 343,165 shares 343,165 $27.4M 1.82% 0 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: 104,963 shares; 2024Q4: 104,963 shares; 2025Q1: 104,963 shares; 2025Q2: 104,963 shares; 2025Q3: 104,963 shares; 2025Q4: 104,963 shares; 2026Q1: 104,963 shares; 2026Q2: 101,443 shares 101,443 $25.5M 1.69% -3,520 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,196 shares; 2024Q4: 570,196 shares; 2025Q1: 570,196 shares; 2025Q2: 570,196 shares; 2025Q3: 570,196 shares; 2025Q4: 570,196 shares; 2026Q1: 570,196 shares; 2026Q2: 570,196 shares 570,196 $25.5M 1.69% 0 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: 87,999 shares; 2024Q4: 88,549 shares; 2025Q1: 82,602 shares; 2025Q2: 73,621 shares; 2025Q3: 65,840 shares; 2025Q4: 57,755 shares; 2026Q1: 45,415 shares; 2026Q2: 36,709 shares 36,709 $25.2M 1.67% -8,706 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: 123,691 shares; 2024Q4: 123,691 shares; 2025Q1: 123,691 shares; 2025Q2: 125,019 shares; 2025Q3: 125,019 shares; 2025Q4: 118,202 shares; 2026Q1: 116,848 shares; 2026Q2: 114,729 shares 114,729 $19.4M 1.29% -2,119 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: 23,560 shares; 2024Q4: 23,560 shares; 2025Q1: 23,694 shares; 2025Q2: 24,673 shares; 2025Q3: 27,878 shares; 2025Q4: 27,878 shares; 2026Q1: 31,780 shares; 2026Q2: 36,013 shares 36,013 $18M 1.2% +4,233 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: 7,544 shares; 2025Q3: 41,494 shares; 2025Q4: 164,238 shares; 2026Q1: 188,125 shares; 2026Q2: 233,617 shares 233,617 $16.8M 1.11% +45,492 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,772 shares; 2024Q4: 231,772 shares; 2025Q1: 190,549 shares; 2025Q2: 162,092 shares; 2025Q3: 135,587 shares; 2025Q4: 113,567 shares; 2026Q1: 102,018 shares; 2026Q2: 93,406 shares 93,406 $15.1M 1% -8,612 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,703 shares; 2024Q4: 31,793 shares; 2025Q1: 31,793 shares; 2025Q2: 30,438 shares; 2025Q3: 30,438 shares; 2025Q4: 29,045 shares; 2026Q1: 29,045 shares; 2026Q2: 29,045 shares 29,045 $14.8M 0.98% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,689 shares; 2024Q4: 31,689 shares; 2025Q1: 31,689 shares; 2025Q2: 31,689 shares; 2025Q3: 31,689 shares; 2025Q4: 31,689 shares; 2026Q1: 31,689 shares; 2026Q2: 31,689 shares 31,689 $14.4M 0.95% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares; 2026Q2: 25,500 shares 25,500 $13.2M 0.88% 0 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: 66,269 shares; 2024Q4: 66,269 shares; 2025Q1: 64,712 shares; 2025Q2: 64,712 shares; 2025Q3: 64,712 shares; 2025Q4: 64,712 shares; 2026Q1: 64,712 shares; 2026Q2: 64,712 shares 64,712 $12.3M 0.82% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,952 shares; 2024Q4: 144,952 shares; 2025Q1: 144,952 shares; 2025Q2: 144,952 shares; 2025Q3: 144,952 shares; 2025Q4: 144,952 shares; 2026Q1: 144,952 shares; 2026Q2: 144,952 shares 144,952 $11.3M 0.75% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,021 shares; 2024Q4: 119,021 shares; 2025Q1: 119,021 shares; 2025Q2: 119,021 shares; 2025Q3: 119,021 shares; 2025Q4: 119,021 shares; 2026Q1: 119,021 shares; 2026Q2: 119,021 shares 119,021 $9.92M 0.66% 0 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: 33,288 shares; 2024Q4: 33,288 shares; 2025Q1: 32,239 shares; 2025Q2: 32,239 shares; 2025Q3: 32,239 shares; 2025Q4: 30,529 shares; 2026Q1: 30,529 shares; 2026Q2: 30,529 shares 30,529 $7.39M 0.49% 0 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: 50,832 shares; 2024Q4: 50,832 shares; 2025Q1: 51,986 shares; 2025Q2: 51,986 shares; 2025Q3: 51,986 shares; 2025Q4: 51,986 shares; 2026Q1: 51,986 shares; 2026Q2: 51,986 shares 51,986 $7.11M 0.47% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,200 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 32,200 shares; 2026Q1: 32,200 shares; 2026Q2: 32,200 shares 32,200 $6.86M 0.46% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,997 shares; 2024Q4: 22,997 shares; 2025Q1: 22,997 shares; 2025Q2: 22,997 shares; 2025Q3: 22,997 shares; 2025Q4: 20,556 shares; 2026Q1: 16,246 shares; 2026Q2: 16,246 shares 16,246 $6.09M 0.4% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,547 shares; 2024Q4: 17,547 shares; 2025Q1: 17,547 shares; 2025Q2: 17,547 shares; 2025Q3: 16,913 shares; 2025Q4: 16,355 shares; 2026Q1: 15,185 shares; 2026Q2: 15,185 shares 15,185 $6.04M 0.4% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,873 shares; 2024Q4: 19,873 shares; 2025Q1: 19,873 shares; 2025Q2: 20,144 shares; 2025Q3: 20,144 shares; 2025Q4: 20,144 shares; 2026Q1: 20,144 shares; 2026Q2: 20,144 shares 20,144 $5.61M 0.37% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares; 2026Q2: 14,035 shares 14,035 $4.75M 0.32% -1,565 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,141 shares; 2024Q4: 81,141 shares; 2025Q1: 81,141 shares; 2025Q2: 81,141 shares; 2025Q3: 81,141 shares; 2025Q4: 81,141 shares; 2026Q1: 81,141 shares; 2026Q2: 81,141 shares 81,141 $4.68M 0.31% 0 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: 42,800 shares; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 42,800 shares; 2025Q3: 42,800 shares; 2025Q4: 38,455 shares; 2026Q1: 38,455 shares; 2026Q2: 35,985 shares 35,985 $4.53M 0.3% -2,470 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: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 10,283 shares; 2025Q3: 10,283 shares; 2025Q4: 10,283 shares; 2026Q1: 9,794 shares; 2026Q2: 9,794 shares 9,794 $3.65M 0.24% 0 Timeline VGIT 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: 54,954 shares; 2024Q4: 54,954 shares; 2025Q1: 54,954 shares; 2025Q2: 54,954 shares; 2025Q3: 54,954 shares; 2025Q4: 54,954 shares; 2026Q1: 54,954 shares; 2026Q2: 54,954 shares 54,954 $3.24M 0.22% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,626 shares; 2024Q4: 63,226 shares; 2025Q1: 63,226 shares; 2025Q2: 63,226 shares; 2025Q3: 63,226 shares; 2025Q4: 49,400 shares; 2026Q1: 49,400 shares; 2026Q2: 49,400 shares 49,400 $3.02M 0.2% 0 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: 28,722 shares; 2024Q4: 28,722 shares; 2025Q1: 28,722 shares; 2025Q2: 28,722 shares; 2025Q3: 28,722 shares; 2025Q4: 26,512 shares; 2026Q1: 23,094 shares; 2026Q2: 20,525 shares 20,525 $3.01M 0.2% -2,569 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,764 shares; 2024Q4: 43,764 shares; 2025Q1: 43,764 shares; 2025Q2: 43,764 shares; 2025Q3: 43,764 shares; 2025Q4: 65,646 shares; 2026Q1: 65,646 shares; 2026Q2: 65,646 shares 65,646 $2.8M 0.19% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,870 shares; 2024Q4: 32,870 shares; 2025Q1: 32,870 shares; 2025Q2: 32,870 shares; 2025Q3: 32,870 shares; 2025Q4: 32,870 shares; 2026Q1: 32,870 shares; 2026Q2: 30,604 shares 30,604 $2.78M 0.18% -2,266 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,180 shares; 2024Q4: 56,180 shares; 2025Q1: 56,180 shares; 2025Q2: 56,180 shares; 2025Q3: 56,180 shares; 2025Q4: 56,180 shares; 2026Q1: 53,112 shares; 2026Q2: 35,220 shares 35,220 $2.72M 0.18% -17,892 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,562 shares; 2024Q4: 13,562 shares; 2025Q1: 13,562 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 13,562 shares; 2026Q1: 13,562 shares; 2026Q2: 13,562 shares 13,562 $2.41M 0.16% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $2.33M 0.15% 0 Timeline VHT 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: 18,744 shares; 2024Q4: 18,870 shares; 2025Q1: 19,016 shares; 2025Q2: 19,016 shares; 2025Q3: 19,016 shares; 2025Q4: 19,016 shares; 2026Q1: 12,409 shares; 2026Q2: 6,967 shares 6,967 $2.08M 0.14% -5,442 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,382 shares; 2024Q4: 14,382 shares; 2025Q1: 14,382 shares; 2025Q2: 14,382 shares; 2025Q3: 14,382 shares; 2025Q4: 14,382 shares; 2026Q1: 14,382 shares; 2026Q2: 14,382 shares 14,382 $1.98M 0.13% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,546 shares; 2024Q4: 21,546 shares; 2025Q1: 21,546 shares; 2025Q2: 21,546 shares; 2025Q3: 21,546 shares; 2025Q4: 21,546 shares; 2026Q1: 21,546 shares; 2026Q2: 21,546 shares 21,546 $1.91M 0.13% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,911 shares; 2024Q4: 8,911 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 6,358 shares; 2025Q4: 6,358 shares; 2026Q1: 6,358 shares; 2026Q2: 6,358 shares 6,358 $1.75M 0.12% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,075 shares; 2025Q3: 21,075 shares; 2025Q4: 21,075 shares; 2026Q1: 21,075 shares; 2026Q2: 21,075 shares 21,075 $1.55M 0.1% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 5,901 shares; 2025Q2: 5,901 shares; 2025Q3: 5,901 shares; 2025Q4: 5,901 shares; 2026Q1: 5,901 shares; 2026Q2: 5,901 shares 5,901 $1.48M 0.1% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $1.41M 0.09% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $1.31M 0.09% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,898 shares; 2024Q4: 20,898 shares; 2025Q1: 20,898 shares; 2025Q2: 20,898 shares; 2025Q3: 20,898 shares; 2025Q4: 20,898 shares; 2026Q1: 20,898 shares; 2026Q2: 20,898 shares 20,898 $1.21M 0.08% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,267 shares; 2024Q4: 39,267 shares; 2025Q1: 39,267 shares; 2025Q2: 39,267 shares; 2025Q3: 39,267 shares; 2025Q4: 39,267 shares; 2026Q1: 39,267 shares; 2026Q2: 39,267 shares 39,267 $1.14M 0.08% 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: 8,812 shares; 2024Q4: 8,812 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,812 shares; 2026Q1: 8,812 shares; 2026Q2: 8,812 shares 8,812 $1.13M 0.08% 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: 23,512 shares; 2024Q4: 23,512 shares; 2025Q1: 23,512 shares; 2025Q2: 23,512 shares; 2025Q3: 23,512 shares; 2025Q4: 23,512 shares; 2026Q1: 23,512 shares; 2026Q2: 23,512 shares 23,512 $1.13M 0.07% 0 Timeline VWO 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: 10,579 shares; 2024Q4: 13,167 shares; 2025Q1: 15,745 shares; 2025Q2: 15,745 shares; 2025Q3: 15,745 shares; 2025Q4: 15,745 shares; 2026Q1: 15,745 shares; 2026Q2: 15,745 shares 15,745 $940K 0.06% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,201 shares; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 45,403 shares; 2025Q3: 45,403 shares; 2025Q4: 45,403 shares; 2026Q1: 45,403 shares; 2026Q2: 45,403 shares 45,403 $938K 0.06% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 6,107 shares; 2026Q1: 6,107 shares; 2026Q2: 6,149 shares 6,149 $931K 0.06% +42 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,728 shares; 2024Q4: 17,728 shares; 2025Q1: 17,728 shares; 2025Q2: 17,728 shares; 2025Q3: 17,728 shares; 2025Q4: 17,728 shares; 2026Q1: 17,728 shares; 2026Q2: 17,728 shares 17,728 $907K 0.06% 0 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: 10,631 shares; 2024Q4: 10,631 shares; 2025Q1: 10,631 shares; 2025Q2: 10,631 shares; 2025Q3: 10,631 shares; 2025Q4: 10,631 shares; 2026Q1: 10,631 shares; 2026Q2: 10,631 shares 10,631 $879K 0.06% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 6,403 shares; 2025Q3: 6,403 shares; 2025Q4: 6,403 shares; 2026Q1: 6,403 shares; 2026Q2: 6,403 shares 6,403 $851K 0.06% 0 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: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 2,300 shares 2,300 $847K 0.06% +1,800 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,903 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,903 shares; 2026Q1: 4,903 shares; 2026Q2: 4,903 shares 4,903 $734K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares; 2026Q2: 2,942 shares 2,942 $696K 0.05% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,381 shares; 2024Q4: 35,381 shares; 2025Q1: 35,381 shares; 2025Q2: 35,381 shares; 2025Q3: 35,381 shares; 2025Q4: 35,381 shares; 2026Q1: 35,381 shares; 2026Q2: 35,381 shares 35,381 $684K 0.05% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $680K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,634 shares; 2026Q1: 4,291 shares; 2026Q2: 4,298 shares 4,298 $673K 0.04% +7 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $616K 0.04% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares; 2026Q2: 24,500 shares 24,500 $608K 0.04% 0 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: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,931 shares; 2025Q2: 4,931 shares; 2025Q3: 4,931 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares; 2026Q2: 4,931 shares 4,931 $570K 0.04% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares; 2026Q1: 3,964 shares; 2026Q2: 39,640 shares 39,640 $560K 0.04% +35,676 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $282K 0.02% 0 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: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $261K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $258K 0.02% 0 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $222K 0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $157K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $152K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $124K 0.01% 0 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $94K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 233 shares 233 $84.4K 0.01% 0 Timeline UG UNITED GUARDIAN INC More: the full row for UNITED GUARDIAN 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: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $67.8K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $8.11K <0.01% 0 Timeline