MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,077 shares; 2024Q4: 66,077 shares; 2025Q1: 77,222 shares; 2025Q2: 77,222 shares; 2025Q3: 77,222 shares 77,222 $40M 15.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,740 shares; 2024Q4: 119,740 shares; 2025Q1: 119,740 shares; 2025Q2: 119,740 shares; 2025Q3: 119,740 shares 119,740 $29.1M 10.98% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,690 shares; 2024Q4: 66,690 shares; 2025Q1: 78,680 shares; 2025Q2: 78,680 shares; 2025Q3: 78,680 shares 78,680 $20M 7.56% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,200 shares; 2024Q4: 265,200 shares; 2025Q1: 66,300 shares; 2025Q2: 66,300 shares; 2025Q3: 66,300 shares 66,300 $12.4M 4.67% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,230 shares; 2024Q4: 32,230 shares; 2025Q1: 34,475 shares; 2025Q2: 34,475 shares; 2025Q3: 34,475 shares 34,475 $12.2M 4.59% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,748 shares; 2024Q4: 106,748 shares; 2025Q1: 106,748 shares; 2025Q2: 35,583 shares; 2025Q3: 105,780 shares 105,780 $12.1M 4.57% +70,197 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,856 shares; 2024Q4: 31,856 shares; 2025Q1: 34,176 shares; 2025Q2: 34,176 shares; 2025Q3: 34,176 shares 34,176 $11.7M 4.4% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,400 shares; 2024Q4: 98,400 shares; 2025Q1: 98,400 shares; 2025Q2: 98,400 shares; 2025Q3: 98,400 shares 98,400 $11.3M 4.25% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,209 shares; 2024Q4: 70,209 shares; 2025Q1: 70,209 shares; 2025Q2: 23,403 shares; 2025Q3: 48,359 shares 48,359 $10.6M 4.01% +24,956 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,220 shares; 2024Q4: 28,220 shares; 2025Q1: 52,430 shares; 2025Q2: 52,430 shares; 2025Q3: 52,430 shares 52,430 $8.06M 3.04% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,620 shares; 2024Q4: 127,620 shares; 2025Q1: 127,620 shares; 2025Q2: 76,572 shares; 2025Q3: 76,572 shares 76,572 $7.89M 2.98% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 9,303 shares; 2025Q1: 11,353 shares; 2025Q2: 11,353 shares; 2025Q3: 11,353 shares 11,353 $7.75M 2.92% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 20,775 shares; 2025Q1: 24,290 shares; 2025Q2: 24,290 shares; 2025Q3: 24,290 shares 24,290 $7.72M 2.91% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares 21,350 $7.46M 2.81% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,140 shares; 2024Q4: 12,140 shares; 2025Q1: 32,170 shares; 2025Q2: 32,170 shares; 2025Q3: 32,170 shares 32,170 $5.91M 2.23% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,390 shares; 2024Q4: 86,390 shares; 2025Q1: 86,390 shares; 2025Q2: 86,390 shares; 2025Q3: 86,390 shares 86,390 $5.73M 2.16% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,450 shares; 2025Q1: 63,730 shares; 2025Q2: 63,730 shares; 2025Q3: 63,730 shares 63,730 $5.49M 2.07% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 15,985 shares; 2025Q1: 30,855 shares; 2025Q2: 30,855 shares; 2025Q3: 30,855 shares 30,855 $5.4M 2.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,532 shares; 2024Q4: 43,532 shares; 2025Q1: 43,532 shares; 2025Q2: 14,511 shares; 2025Q3: 22,691 shares 22,691 $5.38M 2.03% +8,180 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 14,938 shares; 2025Q1: 25,738 shares; 2025Q2: 25,738 shares; 2025Q3: 21,682 shares 21,682 $5.35M 2.02% -4,056 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares; 2025Q3: 15,160 shares 15,160 $5.25M 1.98% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares 10,080 $4.61M 1.74% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 4,924 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares 4,924 $4.53M 1.71% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares 13,950 $3.82M 1.44% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 44,450 shares; 2025Q2: 44,450 shares; 2025Q3: 44,450 shares 44,450 $3.36M 1.27% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,050 shares; 2024Q4: 25,050 shares; 2025Q1: 25,050 shares; 2025Q2: 25,050 shares; 2025Q3: 25,050 shares 25,050 $2.11M 0.79% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 2,366 shares; 2025Q2: 2,366 shares; 2025Q3: 2,427 shares 2,427 $1.85M 0.7% +61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares 3,720 $1.66M 0.63% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,505 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,435 shares 7,435 $1.51M 0.57% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,915 shares; 2025Q2: not reported; 2025Q3: 6,514 shares 6,514 $922K 0.35% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,639 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares 1,549 $437K 0.16% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,073 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares 1,693 $406K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,772 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares 3,398 $402K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,622 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares 2,542 $392K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,732 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares 4,252 $371K 0.14% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,387 shares; 2025Q2: 6,797 shares; 2025Q3: 6,797 shares 6,797 $366K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,474 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares 3,825 $343K 0.13% 0 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,696 shares; 2025Q2: 7,899 shares; 2025Q3: 7,899 shares 7,899 $333K 0.13% 0 Timeline XLE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,142 shares; 2025Q2: 3,714 shares; 2025Q3: 3,714 shares 3,714 $332K 0.13% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,493 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares 4,173 $327K 0.12% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,411 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares 2,285 $318K 0.12% 0 Timeline