GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,740 shares; 2024Q4: 119,740 shares; 2025Q1: 119,740 shares; 2025Q2: 119,740 shares; 2025Q3: 119,740 shares; 2025Q4: 119,740 shares; 2026Q1: 119,740 shares; 2026Q2: 119,740 shares 119,740 $42.8M 12.99% 0 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: 66,077 shares; 2024Q4: 66,077 shares; 2025Q1: 77,222 shares; 2025Q2: 77,222 shares; 2025Q3: 77,222 shares; 2025Q4: 77,222 shares; 2026Q1: 77,222 shares; 2026Q2: 77,222 shares 77,222 $28.8M 8.74% 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; 2024Q3: 66,690 shares; 2024Q4: 66,690 shares; 2025Q1: 78,680 shares; 2025Q2: 78,680 shares; 2025Q3: 78,680 shares; 2025Q4: 78,680 shares; 2026Q1: 84,350 shares; 2026Q2: 84,350 shares 84,350 $24.4M 7.41% 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; 2024Q3: 265,200 shares; 2024Q4: 265,200 shares; 2025Q1: 66,300 shares; 2025Q2: 66,300 shares; 2025Q3: 66,300 shares; 2025Q4: 66,300 shares; 2026Q1: 66,300 shares; 2026Q2: 85,985 shares 85,985 $17.2M 5.22% +19,685 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,717 shares; 2026Q2: 14,298 shares 14,298 $16.5M 5.01% +4,581 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,400 shares; 2024Q4: 98,400 shares; 2025Q1: 98,400 shares; 2025Q2: 98,400 shares; 2025Q3: 98,400 shares; 2025Q4: 98,400 shares; 2026Q1: 98,400 shares; 2026Q2: 98,400 shares 98,400 $13.3M 4.05% 0 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: 87,390 shares; 2024Q4: 87,390 shares; 2025Q1: 87,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,329 shares; 2026Q1: 35,329 shares; 2026Q2: 35,329 shares 35,329 $12.5M 3.79% 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: 31,856 shares; 2024Q4: 31,856 shares; 2025Q1: 34,176 shares; 2025Q2: 34,176 shares; 2025Q3: 34,176 shares; 2025Q4: 34,176 shares; 2026Q1: 34,176 shares; 2026Q2: 34,176 shares 34,176 $11.7M 3.56% 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; 2024Q3: 70,209 shares; 2024Q4: 70,209 shares; 2025Q1: 70,209 shares; 2025Q2: 23,403 shares; 2025Q3: 48,359 shares; 2025Q4: 48,359 shares; 2026Q1: 48,359 shares; 2026Q2: 48,359 shares 48,359 $11.5M 3.5% 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; 2024Q3: 127,620 shares; 2024Q4: 127,620 shares; 2025Q1: 127,620 shares; 2025Q2: 76,572 shares; 2025Q3: 76,572 shares; 2025Q4: 76,572 shares; 2026Q1: 96,073 shares; 2026Q2: 96,073 shares 96,073 $10.9M 3.3% 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; 2024Q3: 15,985 shares; 2024Q4: 15,985 shares; 2025Q1: 30,855 shares; 2025Q2: 30,855 shares; 2025Q3: 30,855 shares; 2025Q4: 30,855 shares; 2026Q1: 30,855 shares; 2026Q2: 30,855 shares 30,855 $10.8M 3.28% 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; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 21,350 shares; 2026Q2: 21,350 shares 21,350 $10.6M 3.21% 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; 2024Q3: 106,748 shares; 2024Q4: 106,748 shares; 2025Q1: 106,748 shares; 2025Q2: 35,583 shares; 2025Q3: 105,780 shares; 2025Q4: 105,780 shares; 2026Q1: 105,780 shares; 2026Q2: 105,780 shares 105,780 $10.2M 3.09% 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; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 2,366 shares; 2025Q2: 2,366 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares; 2026Q1: 8,039 shares; 2026Q2: 8,039 shares 8,039 $9.64M 2.93% 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; 2024Q3: 12,140 shares; 2024Q4: 12,140 shares; 2025Q1: 32,170 shares; 2025Q2: 32,170 shares; 2025Q3: 32,170 shares; 2025Q4: 32,170 shares; 2026Q1: 32,170 shares; 2026Q2: 32,170 shares 32,170 $9.59M 2.91% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,189 shares; 2026Q2: 24,189 shares 24,189 $9.14M 2.77% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,909 shares; 2024Q4: 10,909 shares; 2025Q1: 15,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,565 shares; 2026Q1: 13,565 shares; 2026Q2: 16,500 shares 16,500 $8.27M 2.51% +2,935 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,695 shares; 2026Q2: 26,950 shares 26,950 $8.13M 2.47% +24,255 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: 28,220 shares; 2024Q4: 28,220 shares; 2025Q1: 52,430 shares; 2025Q2: 52,430 shares; 2025Q3: 52,430 shares; 2025Q4: 52,430 shares; 2026Q1: 52,430 shares; 2026Q2: 52,430 shares 52,430 $7.69M 2.33% 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; 2024Q3: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 44,450 shares; 2025Q2: 44,450 shares; 2025Q3: 44,450 shares; 2025Q4: 44,450 shares; 2026Q1: 82,603 shares; 2026Q2: 82,603 shares 82,603 $7.25M 2.2% 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; 2024Q3: 86,390 shares; 2024Q4: 86,390 shares; 2025Q1: 86,390 shares; 2025Q2: 86,390 shares; 2025Q3: 86,390 shares; 2025Q4: 86,390 shares; 2026Q1: 86,390 shares; 2026Q2: 86,390 shares 86,390 $7.02M 2.13% 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; 2024Q3: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares; 2025Q4: 10,080 shares; 2026Q1: 10,080 shares; 2026Q2: 10,080 shares 10,080 $6.39M 1.94% 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; 2024Q3: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 4,924 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 36,984 shares; 2026Q1: 63,867 shares; 2026Q2: 63,064 shares 63,064 $6.26M 1.9% -803 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; 2024Q3: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares; 2025Q3: 15,160 shares; 2025Q4: 15,160 shares; 2026Q1: 15,160 shares; 2026Q2: 15,160 shares 15,160 $5.22M 1.58% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,607 shares 9,607 $4.99M 1.51% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,050 shares; 2024Q4: 25,050 shares; 2025Q1: 25,050 shares; 2025Q2: 25,050 shares; 2025Q3: 25,050 shares; 2025Q4: 25,050 shares; 2026Q1: 31,501 shares; 2026Q2: 31,501 shares 31,501 $4.84M 1.47% 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: 13,950 shares; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 13,950 shares; 2026Q2: 13,950 shares 13,950 $3.89M 1.18% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 4,328 shares 4,328 $3.12M 0.95% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,915 shares; 2025Q2: not reported; 2025Q3: 6,514 shares; 2025Q4: 6,514 shares; 2026Q1: 8,688 shares; 2026Q2: 8,688 shares 8,688 $3.08M 0.93% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,142 shares; 2025Q2: 3,714 shares; 2025Q3: 3,714 shares; 2025Q4: not reported; 2026Q1: 33,949 shares; 2026Q2: 33,949 shares 33,949 $1.8M 0.55% 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: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares; 2026Q2: 3,720 shares 3,720 $1.48M 0.45% 0 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $482K 0.15% 0 Timeline