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: 58,922 shares; 2024Q4: 60,178 shares; 2025Q1: 60,472 shares; 2025Q2: 60,942 shares; 2025Q3: 61,372 shares; 2025Q4: 61,555 shares; 2026Q1: 61,566 shares; 2026Q2: 61,132 shares 61,132 $44.2M 4.58% -434 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: 116,833 shares; 2024Q4: 135,943 shares; 2025Q1: 135,293 shares; 2025Q2: 116,947 shares; 2025Q3: 134,414 shares; 2025Q4: 134,251 shares; 2026Q1: 133,791 shares; 2026Q2: 142,129 shares 142,129 $41.1M 4.26% +8,338 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: 191,693 shares; 2024Q4: 192,747 shares; 2025Q1: 191,676 shares; 2025Q2: 194,758 shares; 2025Q3: 190,308 shares; 2025Q4: 187,651 shares; 2026Q1: 184,757 shares; 2026Q2: 186,963 shares 186,963 $37.4M 3.88% +2,206 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: 33,036 shares; 2024Q4: 33,273 shares; 2025Q1: 33,258 shares; 2025Q2: 33,847 shares; 2025Q3: 33,945 shares; 2025Q4: 33,770 shares; 2026Q1: 32,974 shares; 2026Q2: 32,765 shares 32,765 $34.9M 3.62% -209 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: 37,116 shares; 2024Q4: 38,530 shares; 2025Q1: 41,117 shares; 2025Q2: 44,057 shares; 2025Q3: 45,993 shares; 2025Q4: 46,219 shares; 2026Q1: 46,690 shares; 2026Q2: 46,978 shares 46,978 $27.3M 2.83% +288 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: 64,618 shares; 2024Q4: 64,856 shares; 2025Q1: 64,233 shares; 2025Q2: 64,335 shares; 2025Q3: 64,190 shares; 2025Q4: 64,081 shares; 2026Q1: 64,478 shares; 2026Q2: 67,661 shares 67,661 $25.2M 2.62% +3,183 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: 21,504 shares; 2024Q4: 21,663 shares; 2025Q1: 20,879 shares; 2025Q2: 20,884 shares; 2025Q3: 20,898 shares; 2025Q4: 20,705 shares; 2026Q1: 19,904 shares; 2026Q2: 20,014 shares 20,014 $24M 2.49% +110 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,703 shares; 2024Q4: 81,311 shares; 2025Q1: 80,785 shares; 2025Q2: 80,709 shares; 2025Q3: 78,564 shares; 2025Q4: 77,795 shares; 2026Q1: 77,133 shares; 2026Q2: 77,158 shares 77,158 $22.8M 2.36% +25 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: 46,747 shares; 2024Q4: 90,537 shares; 2025Q1: 87,350 shares; 2025Q2: 48,074 shares; 2025Q3: 87,545 shares; 2025Q4: 87,726 shares; 2026Q1: 88,262 shares; 2026Q2: 88,830 shares 88,830 $22.6M 2.34% +568 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: 72,772 shares; 2024Q4: 75,755 shares; 2025Q1: 76,895 shares; 2025Q2: 77,869 shares; 2025Q3: 79,554 shares; 2025Q4: 80,008 shares; 2026Q1: 81,005 shares; 2026Q2: 81,022 shares 81,022 $20.7M 2.14% +17 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: 46,989 shares; 2024Q4: 47,745 shares; 2025Q1: 47,379 shares; 2025Q2: 48,398 shares; 2025Q3: 48,634 shares; 2025Q4: 48,522 shares; 2026Q1: 49,393 shares; 2026Q2: 49,707 shares 49,707 $18.8M 1.95% +314 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: 53,005 shares; 2024Q4: 54,381 shares; 2025Q1: 54,188 shares; 2025Q2: 54,502 shares; 2025Q3: 55,641 shares; 2025Q4: 55,756 shares; 2026Q1: 56,272 shares; 2026Q2: 57,141 shares 57,141 $18.7M 1.94% +869 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: 48,652 shares; 2024Q4: 49,838 shares; 2025Q1: 49,868 shares; 2025Q2: 50,208 shares; 2025Q3: 51,353 shares; 2025Q4: 51,539 shares; 2026Q1: 51,506 shares; 2026Q2: 52,061 shares 52,061 $18.4M 1.91% +555 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: 60,195 shares; 2024Q4: 61,196 shares; 2025Q1: 61,570 shares; 2025Q2: 62,474 shares; 2025Q3: 63,371 shares; 2025Q4: 64,445 shares; 2026Q1: 66,438 shares; 2026Q2: 67,958 shares 67,958 $16.2M 1.68% +1,520 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,579 shares; 2024Q4: 261,167 shares; 2025Q1: 263,314 shares; 2025Q2: 266,117 shares; 2025Q3: 266,982 shares; 2025Q4: 266,791 shares; 2026Q1: 268,064 shares; 2026Q2: 270,050 shares 270,050 $15.4M 1.59% +1,986 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: 55,527 shares; 2024Q4: 58,215 shares; 2025Q1: 57,355 shares; 2025Q2: 55,942 shares; 2025Q3: 58,826 shares; 2025Q4: 58,949 shares; 2026Q1: 59,423 shares; 2026Q2: 60,804 shares 60,804 $15.3M 1.59% +1,381 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: 66,855 shares; 2024Q4: 66,939 shares; 2025Q1: 67,075 shares; 2025Q2: 66,314 shares; 2025Q3: 66,637 shares; 2025Q4: 66,512 shares; 2026Q1: 66,691 shares; 2026Q2: 67,268 shares 67,268 $15M 1.55% +577 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: 126,494 shares; 2024Q4: 128,095 shares; 2025Q1: 121,156 shares; 2025Q2: 104,806 shares; 2025Q3: 105,498 shares; 2025Q4: 104,911 shares; 2026Q1: 103,486 shares; 2026Q2: 103,421 shares 103,421 $14.4M 1.5% -65 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: 11,164 shares; 2024Q4: 11,949 shares; 2025Q1: 12,281 shares; 2025Q2: 12,591 shares; 2025Q3: 13,029 shares; 2025Q4: 13,245 shares; 2026Q1: 13,412 shares; 2026Q2: 13,622 shares 13,622 $13.8M 1.43% +210 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: 33,885 shares; 2024Q4: 34,358 shares; 2025Q1: 34,395 shares; 2025Q2: 34,353 shares; 2025Q3: 35,207 shares; 2025Q4: 35,869 shares; 2026Q1: 36,313 shares; 2026Q2: 37,792 shares 37,792 $13.3M 1.38% +1,479 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,629 shares; 2024Q4: 127,388 shares; 2025Q1: 127,852 shares; 2025Q2: 127,036 shares; 2025Q3: 129,344 shares; 2025Q4: 130,418 shares; 2026Q1: 132,679 shares; 2026Q2: 134,208 shares 134,208 $12.8M 1.33% +1,529 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,830 shares; 2024Q4: 31,696 shares; 2025Q1: 32,859 shares; 2025Q2: 33,012 shares; 2025Q3: 33,647 shares; 2025Q4: 34,383 shares; 2026Q1: 36,341 shares; 2026Q2: 37,508 shares 37,508 $12.8M 1.33% +1,167 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,421 shares; 2024Q4: 127,313 shares; 2025Q1: 127,353 shares; 2025Q2: 127,653 shares; 2025Q3: 129,521 shares; 2025Q4: 129,839 shares; 2026Q1: 131,083 shares; 2026Q2: 131,823 shares 131,823 $12.2M 1.26% +740 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: 36,757 shares; 2024Q4: 36,651 shares; 2025Q1: 36,525 shares; 2025Q2: 36,606 shares; 2025Q3: 36,231 shares; 2025Q4: 36,081 shares; 2026Q1: 35,298 shares; 2026Q2: 35,336 shares 35,336 $12.1M 1.26% +38 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,411 shares; 2024Q4: 93,521 shares; 2025Q1: 94,250 shares; 2025Q2: 95,520 shares; 2025Q3: 96,682 shares; 2025Q4: 97,672 shares; 2026Q1: 100,422 shares; 2026Q2: 102,203 shares 102,203 $12M 1.25% +1,781 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: 55,987 shares; 2024Q4: 57,290 shares; 2025Q1: 56,865 shares; 2025Q2: 58,123 shares; 2025Q3: 58,543 shares; 2025Q4: 59,126 shares; 2026Q1: 61,554 shares; 2026Q2: 62,526 shares 62,526 $11.6M 1.2% +972 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: 143,109 shares; 2024Q4: 131,690 shares; 2025Q1: 133,487 shares; 2025Q2: 131,670 shares; 2025Q3: 134,686 shares; 2025Q4: 136,624 shares; 2026Q1: 137,882 shares; 2026Q2: 139,336 shares 139,336 $11.3M 1.17% +1,454 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: 19,133 shares; 2024Q4: 20,109 shares; 2025Q1: 19,648 shares; 2025Q2: 19,729 shares; 2025Q3: 19,859 shares; 2025Q4: 20,216 shares; 2026Q1: 20,777 shares; 2026Q2: 22,535 shares 22,535 $11.3M 1.17% +1,758 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: 39,069 shares; 2024Q4: 48,411 shares; 2025Q1: 51,396 shares; 2025Q2: 51,998 shares; 2025Q3: 55,550 shares; 2025Q4: 57,378 shares; 2026Q1: 58,433 shares; 2026Q2: 63,957 shares 63,957 $10.6M 1.1% +5,524 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: 19,578 shares; 2024Q4: 20,564 shares; 2025Q1: 21,373 shares; 2025Q2: 21,831 shares; 2025Q3: 22,811 shares; 2025Q4: 23,266 shares; 2026Q1: 23,798 shares; 2026Q2: 24,921 shares 24,921 $10.5M 1.09% +1,123 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: 24,567 shares; 2024Q4: 25,564 shares; 2025Q1: 25,612 shares; 2025Q2: 26,233 shares; 2025Q3: 27,305 shares; 2025Q4: 27,632 shares; 2026Q1: 28,100 shares; 2026Q2: 28,719 shares 28,719 $10.4M 1.08% +619 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: 9,568 shares; 2024Q4: 10,198 shares; 2025Q1: 10,164 shares; 2025Q2: 10,163 shares; 2025Q3: 10,270 shares; 2025Q4: 10,401 shares; 2026Q1: 10,523 shares; 2026Q2: 10,716 shares 10,716 $10M 1.04% +193 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,773 shares; 2024Q4: 33,965 shares; 2025Q1: 34,010 shares; 2025Q2: 34,082 shares; 2025Q3: 34,477 shares; 2025Q4: 35,438 shares; 2026Q1: 35,896 shares; 2026Q2: 36,421 shares 36,421 $9.85M 1.02% +525 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: 17,378 shares; 2024Q4: 17,627 shares; 2025Q1: 17,917 shares; 2025Q2: 18,095 shares; 2025Q3: 18,844 shares; 2025Q4: 19,073 shares; 2026Q1: 19,145 shares; 2026Q2: 19,316 shares 19,316 $9.84M 1.02% +171 Timeline IVW 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: 68,611 shares 68,611 $9.44M 0.98% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,793 shares; 2024Q4: 66,016 shares; 2025Q1: 66,704 shares; 2025Q2: 68,216 shares; 2025Q3: 69,477 shares; 2025Q4: 70,279 shares; 2026Q1: 50,348 shares; 2026Q2: 51,371 shares 51,371 $8.95M 0.93% +1,023 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: 69,569 shares; 2024Q4: 70,442 shares; 2025Q1: 69,946 shares; 2025Q2: 70,240 shares; 2025Q3: 72,617 shares; 2025Q4: 73,036 shares; 2026Q1: 74,208 shares; 2026Q2: 78,581 shares 78,581 $8.9M 0.92% +4,373 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: 13,605 shares; 2024Q4: 13,811 shares; 2025Q1: 14,065 shares; 2025Q2: 14,242 shares; 2025Q3: 14,565 shares; 2025Q4: 14,691 shares; 2026Q1: 15,175 shares; 2026Q2: 15,598 shares 15,598 $8.79M 0.91% +423 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: 50,224 shares; 2024Q4: 51,644 shares; 2025Q1: 52,700 shares; 2025Q2: 52,319 shares; 2025Q3: 53,667 shares; 2025Q4: 54,793 shares; 2026Q1: 55,695 shares; 2026Q2: 57,030 shares 57,030 $7.8M 0.81% +1,335 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: 47,435 shares; 2024Q4: 49,395 shares; 2025Q1: 50,085 shares; 2025Q2: 48,300 shares; 2025Q3: 50,325 shares; 2025Q4: 51,133 shares; 2026Q1: 51,137 shares; 2026Q2: 51,635 shares 51,635 $7.57M 0.78% +498 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,552 shares; 2024Q4: 142,516 shares; 2025Q1: 142,920 shares; 2025Q2: 140,647 shares; 2025Q3: 147,582 shares; 2025Q4: 146,983 shares; 2026Q1: 146,788 shares; 2026Q2: 149,028 shares 149,028 $7.42M 0.77% +2,240 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: 10,899 shares; 2024Q4: 13,377 shares; 2025Q1: 14,255 shares; 2025Q2: 27,236 shares; 2025Q3: 29,061 shares; 2025Q4: 29,911 shares; 2026Q1: 30,376 shares; 2026Q2: 32,788 shares 32,788 $7.33M 0.76% +2,412 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: 63,267 shares; 2024Q4: 63,098 shares; 2025Q1: 60,745 shares; 2025Q2: 60,049 shares; 2025Q3: 59,987 shares; 2025Q4: 60,014 shares; 2026Q1: 60,967 shares; 2026Q2: 61,474 shares 61,474 $7.22M 0.75% +507 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,993 shares; 2024Q4: 49,352 shares; 2025Q1: 49,941 shares; 2025Q2: 49,310 shares; 2025Q3: 51,440 shares; 2025Q4: 52,252 shares; 2026Q1: 53,538 shares; 2026Q2: 54,470 shares 54,470 $6.89M 0.71% +932 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: 7,953 shares; 2024Q4: 8,328 shares; 2025Q1: 8,249 shares; 2025Q2: 8,093 shares; 2025Q3: 8,413 shares; 2025Q4: 8,831 shares; 2026Q1: 9,083 shares; 2026Q2: 9,157 shares 9,157 $6.86M 0.71% +74 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: 79,360 shares; 2024Q4: 80,185 shares; 2025Q1: 81,148 shares; 2025Q2: 80,921 shares; 2025Q3: 81,227 shares; 2025Q4: 81,095 shares; 2026Q1: 81,583 shares; 2026Q2: 82,165 shares 82,165 $6.85M 0.71% +582 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: 29,359 shares; 2024Q4: 29,519 shares; 2025Q1: 29,419 shares; 2025Q2: 29,217 shares; 2025Q3: 30,183 shares; 2025Q4: 30,840 shares; 2026Q1: 30,774 shares; 2026Q2: 30,188 shares 30,188 $6.76M 0.7% -586 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,813 shares; 2024Q4: 24,461 shares; 2025Q1: 24,335 shares; 2025Q2: 25,504 shares; 2025Q3: 25,393 shares; 2025Q4: 25,781 shares; 2026Q1: 25,956 shares; 2026Q2: 26,235 shares 26,235 $6.23M 0.65% +279 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,608 shares; 2024Q4: 29,373 shares; 2025Q1: 30,252 shares; 2025Q2: 30,766 shares; 2025Q3: 32,229 shares; 2025Q4: 32,619 shares; 2026Q1: 33,384 shares; 2026Q2: 34,144 shares 34,144 $6.13M 0.64% +760 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,121 shares; 2024Q4: 18,381 shares; 2025Q1: 19,283 shares; 2025Q2: 20,015 shares; 2025Q3: 19,971 shares; 2025Q4: 19,831 shares; 2026Q1: 19,743 shares; 2026Q2: 19,214 shares 19,214 $6.04M 0.63% -529 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,560 shares; 2025Q1: 5,612 shares; 2025Q2: 5,699 shares; 2025Q3: 5,914 shares; 2025Q4: 5,961 shares; 2026Q1: 6,116 shares; 2026Q2: 6,284 shares 6,284 $6.04M 0.63% +168 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: 140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 3,545 shares; 2025Q4: 7,265 shares; 2026Q1: 23,029 shares; 2026Q2: 23,901 shares 23,901 $5.17M 0.54% +872 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 95,488 shares; 2025Q1: 95,488 shares; 2025Q2: 95,488 shares; 2025Q3: 95,488 shares; 2025Q4: 95,488 shares; 2026Q1: 96,094 shares; 2026Q2: 96,059 shares 96,059 $5.14M 0.53% -35 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: 46,998 shares; 2024Q4: 46,875 shares; 2025Q1: 48,319 shares; 2025Q2: 49,245 shares; 2025Q3: 49,333 shares; 2025Q4: 50,886 shares; 2026Q1: 52,375 shares; 2026Q2: 51,809 shares 51,809 $5.09M 0.53% -566 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,059 shares; 2024Q4: 12,199 shares; 2025Q1: 12,245 shares; 2025Q2: 11,887 shares; 2025Q3: 12,650 shares; 2025Q4: 12,690 shares; 2026Q1: 12,838 shares; 2026Q2: 13,352 shares 13,352 $4.99M 0.52% +514 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: 25,533 shares; 2024Q4: 27,920 shares; 2025Q1: 28,412 shares; 2025Q2: 29,051 shares; 2025Q3: 33,883 shares; 2025Q4: 34,545 shares; 2026Q1: 35,473 shares; 2026Q2: 38,278 shares 38,278 $4.92M 0.51% +2,805 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: 23,828 shares; 2024Q4: 23,854 shares; 2025Q1: 23,628 shares; 2025Q2: 23,509 shares; 2025Q3: 23,481 shares; 2025Q4: 23,629 shares; 2026Q1: 24,161 shares; 2026Q2: 25,104 shares 25,104 $4.76M 0.49% +943 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,340 shares; 2024Q4: 4,581 shares; 2025Q1: 5,014 shares; 2025Q2: 4,923 shares; 2025Q3: 5,460 shares; 2025Q4: 5,528 shares; 2026Q1: 5,809 shares; 2026Q2: 6,028 shares 6,028 $4.6M 0.48% +219 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,459 shares; 2025Q1: 1,601 shares; 2025Q2: 1,672 shares; 2025Q3: 1,952 shares; 2025Q4: 2,024 shares; 2026Q1: 2,092 shares; 2026Q2: 2,185 shares 2,185 $4.35M 0.45% +93 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,556 shares; 2024Q4: 34,516 shares; 2025Q1: 34,844 shares; 2025Q2: 34,731 shares; 2025Q3: 35,892 shares; 2025Q4: 35,465 shares; 2026Q1: 43,646 shares; 2026Q2: 46,522 shares 46,522 $4.27M 0.44% +2,876 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,436 shares; 2024Q4: 27,957 shares; 2025Q1: 28,616 shares; 2025Q2: 29,500 shares; 2025Q3: 31,453 shares; 2025Q4: 31,727 shares; 2026Q1: 31,991 shares; 2026Q2: 32,855 shares 32,855 $4.15M 0.43% +864 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: 5,624 shares; 2025Q1: 6,408 shares; 2025Q2: 7,786 shares; 2025Q3: 8,214 shares; 2025Q4: 8,610 shares; 2026Q1: 8,710 shares; 2026Q2: 9,485 shares 9,485 $4.11M 0.43% +775 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,349 shares; 2024Q4: 10,975 shares; 2025Q1: 10,841 shares; 2025Q2: 11,810 shares; 2025Q3: 12,606 shares; 2025Q4: 12,893 shares; 2026Q1: 12,829 shares; 2026Q2: 13,011 shares 13,011 $4.07M 0.42% +182 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: 6,879 shares; 2024Q4: 6,862 shares; 2025Q1: 6,604 shares; 2025Q2: 6,633 shares; 2025Q3: 6,708 shares; 2025Q4: 6,683 shares; 2026Q1: 6,835 shares; 2026Q2: 10,770 shares 10,770 $3.85M 0.4% +3,935 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,828 shares; 2024Q4: 8,416 shares; 2025Q1: 8,791 shares; 2025Q2: 9,051 shares; 2025Q3: 9,773 shares; 2025Q4: 9,921 shares; 2026Q1: 10,190 shares; 2026Q2: 10,504 shares 10,504 $3.72M 0.39% +314 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,199 shares; 2024Q4: 43,206 shares; 2025Q1: 33,773 shares; 2025Q2: 33,402 shares; 2025Q3: 33,237 shares; 2025Q4: 33,242 shares; 2026Q1: 33,165 shares; 2026Q2: 29,850 shares 29,850 $3.52M 0.36% -3,315 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: 19,428 shares; 2024Q4: 19,998 shares; 2025Q1: 20,203 shares; 2025Q2: 19,766 shares; 2025Q3: 21,141 shares; 2025Q4: 21,254 shares; 2026Q1: 21,643 shares; 2026Q2: 22,167 shares 22,167 $3.36M 0.35% +524 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,771 shares; 2024Q4: 52,095 shares; 2025Q1: 53,156 shares; 2025Q2: 52,829 shares; 2025Q3: 61,749 shares; 2025Q4: 66,495 shares; 2026Q1: 68,724 shares; 2026Q2: 70,726 shares 70,726 $3.3M 0.34% +2,002 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: 54,425 shares; 2024Q4: 54,450 shares; 2025Q1: 54,774 shares; 2025Q2: 13,744 shares; 2025Q3: 55,561 shares; 2025Q4: 76,029 shares; 2026Q1: 76,131 shares; 2026Q2: 76,191 shares 76,191 $3.28M 0.34% +60 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: 1,165 shares; 2024Q4: 1,151 shares; 2025Q1: 1,152 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,325 shares; 2026Q1: 1,342 shares; 2026Q2: 4,352 shares 4,352 $3.25M 0.34% +3,010 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,186 shares; 2024Q4: 17,479 shares; 2025Q1: 16,390 shares; 2025Q2: 16,733 shares; 2025Q3: 16,780 shares; 2025Q4: 17,204 shares; 2026Q1: 17,421 shares; 2026Q2: 16,947 shares 16,947 $3.19M 0.33% -474 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: 1,426 shares; 2025Q1: 1,466 shares; 2025Q2: 1,472 shares; 2025Q3: 1,586 shares; 2025Q4: 1,620 shares; 2026Q1: 1,688 shares; 2026Q2: 1,852 shares 1,852 $3.14M 0.33% +164 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,763 shares; 2024Q4: 78,555 shares; 2025Q1: 82,680 shares; 2025Q2: 81,953 shares; 2025Q3: 81,130 shares; 2025Q4: 79,454 shares; 2026Q1: 104,498 shares; 2026Q2: 103,881 shares 103,881 $2.91M 0.3% -617 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 7,477 shares; 2025Q1: 7,361 shares; 2025Q2: 6,956 shares; 2025Q3: 7,598 shares; 2025Q4: 7,591 shares; 2026Q1: 7,754 shares; 2026Q2: 7,846 shares 7,846 $2.91M 0.3% +92 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,497 shares; 2024Q4: 19,445 shares; 2025Q1: 19,428 shares; 2025Q2: 19,712 shares; 2025Q3: 19,593 shares; 2025Q4: 19,653 shares; 2026Q1: 19,945 shares; 2026Q2: 20,368 shares 20,368 $2.79M 0.29% +423 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,304 shares; 2024Q4: 10,154 shares; 2025Q1: 11,076 shares; 2025Q2: 11,167 shares; 2025Q3: 12,278 shares; 2025Q4: 12,441 shares; 2026Q1: 12,545 shares; 2026Q2: 12,849 shares 12,849 $2.78M 0.29% +304 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: 18,398 shares; 2024Q4: 18,398 shares; 2025Q1: 17,678 shares; 2025Q2: 17,568 shares; 2025Q3: 17,227 shares; 2025Q4: 16,871 shares; 2026Q1: 16,871 shares; 2026Q2: 16,888 shares 16,888 $2.65M 0.27% +17 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,119 shares; 2025Q1: 1,981 shares; 2025Q2: 1,960 shares; 2025Q3: 1,933 shares; 2025Q4: 1,985 shares; 2026Q1: 2,059 shares; 2026Q2: 2,217 shares 2,217 $2.6M 0.27% +158 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,511 shares; 2024Q4: 39,057 shares; 2025Q1: 35,686 shares; 2025Q2: 17,140 shares; 2025Q3: 35,686 shares; 2025Q4: 35,686 shares; 2026Q1: 35,686 shares; 2026Q2: 35,770 shares 35,770 $2.57M 0.27% +84 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,935 shares; 2024Q4: 126,748 shares; 2025Q1: 122,357 shares; 2025Q2: 117,612 shares; 2025Q3: 106,450 shares; 2025Q4: 98,065 shares; 2026Q1: 93,745 shares; 2026Q2: 106,195 shares 106,195 $2.56M 0.26% +12,450 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,131 shares; 2024Q4: 23,438 shares; 2025Q1: 27,171 shares; 2025Q2: 31,721 shares; 2025Q3: 39,223 shares; 2025Q4: 40,705 shares; 2026Q1: 42,068 shares; 2026Q2: 44,665 shares 44,665 $2.42M 0.25% +2,597 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,725 shares; 2024Q4: 10,212 shares; 2025Q1: 10,973 shares; 2025Q2: 10,924 shares; 2025Q3: 11,866 shares; 2025Q4: 12,287 shares; 2026Q1: 12,544 shares; 2026Q2: 13,657 shares 13,657 $2.4M 0.25% +1,113 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: 12,401 shares; 2024Q4: 13,087 shares; 2025Q1: 13,074 shares; 2025Q2: 13,001 shares; 2025Q3: 15,122 shares; 2025Q4: 15,820 shares; 2026Q1: 16,308 shares; 2026Q2: 16,002 shares 16,002 $2.37M 0.25% -306 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: 44,740 shares; 2024Q4: 43,474 shares; 2025Q1: 41,315 shares; 2025Q2: 40,717 shares; 2025Q3: 38,501 shares; 2025Q4: 37,305 shares; 2026Q1: 40,167 shares; 2026Q2: 40,231 shares 40,231 $2.32M 0.24% +64 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: 36,079 shares; 2024Q4: 35,577 shares; 2025Q1: 35,007 shares; 2025Q2: 33,452 shares; 2025Q3: 32,633 shares; 2025Q4: 29,212 shares; 2026Q1: 28,083 shares; 2026Q2: 23,770 shares 23,770 $2.29M 0.24% -4,313 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: 9,422 shares; 2024Q4: 11,089 shares; 2025Q1: 11,346 shares; 2025Q2: 12,430 shares; 2025Q3: 15,491 shares; 2025Q4: 15,563 shares; 2026Q1: 16,050 shares; 2026Q2: 16,691 shares 16,691 $2.26M 0.23% +641 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: 2,601 shares; 2024Q4: 6,563 shares; 2025Q1: 7,454 shares; 2025Q2: 7,477 shares; 2025Q3: 9,900 shares; 2025Q4: 10,048 shares; 2026Q1: 10,157 shares; 2026Q2: 10,505 shares 10,505 $2.2M 0.23% +348 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,591 shares; 2024Q4: 59,591 shares; 2025Q1: 58,619 shares; 2025Q2: 58,619 shares; 2025Q3: 57,053 shares; 2025Q4: 57,053 shares; 2026Q1: 57,053 shares; 2026Q2: 57,053 shares 57,053 $2.08M 0.22% 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: 3,908 shares; 2024Q4: 4,539 shares; 2025Q1: 4,651 shares; 2025Q2: 4,589 shares; 2025Q3: 4,984 shares; 2025Q4: 5,025 shares; 2026Q1: 5,109 shares; 2026Q2: 5,150 shares 5,150 $2.05M 0.21% +41 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: 23,530 shares; 2024Q4: 26,985 shares; 2025Q1: 27,730 shares; 2025Q2: 26,600 shares; 2025Q3: 30,565 shares; 2025Q4: 30,467 shares; 2026Q1: 30,962 shares; 2026Q2: 32,984 shares 32,984 $2.04M 0.21% +2,022 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,864 shares; 2024Q4: 7,816 shares; 2025Q1: 7,829 shares; 2025Q2: 7,739 shares; 2025Q3: 7,667 shares; 2025Q4: 7,617 shares; 2026Q1: 7,619 shares; 2026Q2: 7,626 shares 7,626 $1.89M 0.2% +7 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: 9,597 shares; 2024Q4: 9,756 shares; 2025Q1: 9,757 shares; 2025Q2: 9,758 shares; 2025Q3: 9,687 shares; 2025Q4: 9,689 shares; 2026Q1: 9,714 shares; 2026Q2: 9,697 shares 9,697 $1.85M 0.19% -17 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: 9,816 shares; 2024Q4: 10,301 shares; 2025Q1: 10,155 shares; 2025Q2: 11,785 shares; 2025Q3: 11,338 shares; 2025Q4: 14,762 shares; 2026Q1: 16,885 shares; 2026Q2: 17,779 shares 17,779 $1.82M 0.19% +894 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,084 shares; 2024Q4: 17,133 shares; 2025Q1: 17,112 shares; 2025Q2: 17,165 shares; 2025Q3: 17,102 shares; 2025Q4: 17,324 shares; 2026Q1: 17,239 shares; 2026Q2: 17,183 shares 17,183 $1.79M 0.19% -56 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 8,997 shares; 2025Q1: 10,072 shares; 2025Q2: 9,854 shares; 2025Q3: 12,343 shares; 2025Q4: 12,812 shares; 2026Q1: 13,749 shares; 2026Q2: 14,887 shares 14,887 $1.74M 0.18% +1,138 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 7,941 shares; 2025Q1: 10,807 shares; 2025Q2: 9,400 shares; 2025Q3: 14,150 shares; 2025Q4: 15,028 shares; 2026Q1: 15,042 shares; 2026Q2: 17,029 shares 17,029 $1.73M 0.18% +1,987 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: 1,225 shares; 2024Q4: 1,371 shares; 2025Q1: 1,348 shares; 2025Q2: 2,486 shares; 2025Q3: 4,232 shares; 2025Q4: 4,504 shares; 2026Q1: 3,962 shares; 2026Q2: 4,167 shares 4,167 $1.73M 0.18% +205 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,558 shares; 2024Q4: 14,856 shares; 2025Q1: 14,413 shares; 2025Q2: 13,483 shares; 2025Q3: 16,098 shares; 2025Q4: 17,072 shares; 2026Q1: 17,845 shares; 2026Q2: 17,397 shares 17,397 $1.66M 0.17% -448 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: 988 shares; 2024Q4: 1,002 shares; 2025Q1: 1,092 shares; 2025Q2: 1,801 shares; 2025Q3: 2,002 shares; 2025Q4: 2,084 shares; 2026Q1: 2,086 shares; 2026Q2: 2,306 shares 2,306 $1.64M 0.17% +220 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: 6,904 shares; 2024Q4: 7,741 shares; 2025Q1: 7,765 shares; 2025Q2: 7,583 shares; 2025Q3: 8,889 shares; 2025Q4: 9,620 shares; 2026Q1: 10,031 shares; 2026Q2: 10,346 shares 10,346 $1.62M 0.17% +315 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,582 shares; 2024Q4: 13,584 shares; 2025Q1: 10,652 shares; 2025Q2: 9,921 shares; 2025Q3: 10,972 shares; 2025Q4: 10,998 shares; 2026Q1: 11,222 shares; 2026Q2: 11,498 shares 11,498 $1.61M 0.17% +276 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: 721 shares; 2024Q4: 4,276 shares; 2025Q1: 4,301 shares; 2025Q2: 746 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares; 2026Q1: 4,302 shares; 2026Q2: 4,302 shares 4,302 $1.58M 0.16% 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: 2,177 shares; 2024Q4: 2,319 shares; 2025Q1: 2,483 shares; 2025Q2: 2,611 shares; 2025Q3: 2,850 shares; 2025Q4: 14,413 shares; 2026Q1: 14,303 shares; 2026Q2: 15,267 shares 15,267 $1.52M 0.16% +964 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: 4,907 shares; 2024Q4: 8,209 shares; 2025Q1: 8,209 shares; 2025Q2: 4,907 shares; 2025Q3: 8,209 shares; 2025Q4: 8,259 shares; 2026Q1: 8,209 shares; 2026Q2: 8,271 shares 8,271 $1.5M 0.16% +62 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 2,638 shares; 2025Q1: 4,127 shares; 2025Q2: 5,984 shares; 2025Q3: 7,415 shares; 2025Q4: 8,854 shares; 2026Q1: 9,069 shares; 2026Q2: 10,298 shares 10,298 $1.47M 0.15% +1,229 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: 44,157 shares; 2024Q4: 44,231 shares; 2025Q1: 39,233 shares; 2025Q2: 39,308 shares; 2025Q3: 39,386 shares; 2025Q4: 39,464 shares; 2026Q1: 40,034 shares; 2026Q2: 39,047 shares 39,047 $1.44M 0.15% -987 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: 30,134 shares; 2024Q4: 30,675 shares; 2025Q1: 30,581 shares; 2025Q2: 28,817 shares; 2025Q3: 28,989 shares; 2025Q4: 27,695 shares; 2026Q1: 24,760 shares; 2026Q2: 24,649 shares 24,649 $1.43M 0.15% -111 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,165 shares; 2024Q4: 4,146 shares; 2025Q1: 4,152 shares; 2025Q2: 4,189 shares; 2025Q3: 4,220 shares; 2025Q4: 4,126 shares; 2026Q1: 4,092 shares; 2026Q2: 4,099 shares 4,099 $1.39M 0.14% +7 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 3,482 shares; 2025Q1: 4,483 shares; 2025Q2: 5,338 shares; 2025Q3: 6,975 shares; 2025Q4: 7,126 shares; 2026Q1: 7,367 shares; 2026Q2: 8,168 shares 8,168 $1.35M 0.14% +801 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: 3,280 shares; 2025Q2: 3,075 shares; 2025Q3: 5,024 shares; 2025Q4: 6,109 shares; 2026Q1: 6,715 shares; 2026Q2: 7,538 shares 7,538 $1.33M 0.14% +823 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: 106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,405 shares; 2026Q2: 3,474 shares 3,474 $1.29M 0.13% +1,069 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: 12,664 shares; 2024Q4: 16,084 shares; 2025Q1: 15,805 shares; 2025Q2: 12,243 shares; 2025Q3: 15,769 shares; 2025Q4: 15,854 shares; 2026Q1: 15,670 shares; 2026Q2: 13,605 shares 13,605 $1.23M 0.13% -2,065 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: 1,206 shares; 2024Q4: 1,271 shares; 2025Q1: 1,274 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 793 shares; 2026Q1: 1,771 shares; 2026Q2: 1,775 shares 1,775 $1.22M 0.13% +4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 11,719 shares; 2025Q1: 15,228 shares; 2025Q2: 14,954 shares; 2025Q3: 19,619 shares; 2025Q4: 22,209 shares; 2026Q1: 24,288 shares; 2026Q2: 29,985 shares 29,985 $1.18M 0.12% +5,697 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: 33,506 shares; 2024Q4: 33,174 shares; 2025Q1: 26,877 shares; 2025Q2: 26,903 shares; 2025Q3: 27,492 shares; 2025Q4: 27,151 shares; 2026Q1: 26,412 shares; 2026Q2: 26,316 shares 26,316 $1.11M 0.12% -96 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,590 shares; 2025Q1: 57,590 shares; 2025Q2: 57,590 shares; 2025Q3: 57,590 shares; 2025Q4: 57,590 shares; 2026Q1: 57,590 shares; 2026Q2: 57,590 shares 57,590 $1.09M 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 2,082 shares; 2025Q3: 2,055 shares; 2025Q4: 2,078 shares; 2026Q1: 2,073 shares; 2026Q2: 8,700 shares 8,700 $1.08M 0.11% +6,627 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: 2,087 shares; 2024Q4: 3,307 shares; 2025Q1: 3,201 shares; 2025Q2: 1,945 shares; 2025Q3: 3,207 shares; 2025Q4: 3,210 shares; 2026Q1: 3,213 shares; 2026Q2: 3,052 shares 3,052 $1.05M 0.11% -161 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 6,859 shares 6,859 $1.04M 0.11% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,405 shares; 2024Q4: 27,917 shares; 2025Q1: 27,747 shares; 2025Q2: 27,520 shares; 2025Q3: 26,975 shares; 2025Q4: 26,278 shares; 2026Q1: 25,580 shares; 2026Q2: 24,003 shares 24,003 $1.02M 0.11% -1,577 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,519 shares; 2024Q4: 15,534 shares; 2025Q1: 14,929 shares; 2025Q2: 15,016 shares; 2025Q3: 15,176 shares; 2025Q4: 14,853 shares; 2026Q1: 14,931 shares; 2026Q2: 14,488 shares 14,488 $984K 0.1% -443 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,849 shares; 2024Q4: 17,038 shares; 2025Q1: 17,487 shares; 2025Q2: 17,260 shares; 2025Q3: 17,905 shares; 2025Q4: 17,612 shares; 2026Q1: 18,531 shares; 2026Q2: 18,369 shares 18,369 $963K 0.1% -162 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 27,723 shares; 2025Q1: 29,169 shares; 2025Q2: 29,124 shares; 2025Q3: 32,122 shares; 2025Q4: 32,467 shares; 2026Q1: 30,987 shares; 2026Q2: 30,371 shares 30,371 $960K 0.1% -616 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,926 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 8,814 shares; 2025Q3: 8,814 shares; 2025Q4: 8,814 shares; 2026Q1: 8,814 shares; 2026Q2: 9,509 shares 9,509 $918K 0.1% +695 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,887 shares; 2025Q1: 10,887 shares; 2025Q2: 10,887 shares; 2025Q3: 10,887 shares; 2025Q4: 10,954 shares; 2026Q1: 10,954 shares; 2026Q2: 11,526 shares 11,526 $870K 0.09% +572 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,005 shares; 2026Q2: 2,576 shares 2,576 $862K 0.09% +1,571 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: 1,896 shares; 2024Q4: 2,506 shares; 2025Q1: 2,954 shares; 2025Q2: 2,460 shares; 2025Q3: 4,583 shares; 2025Q4: 4,837 shares; 2026Q1: 5,209 shares; 2026Q2: 6,325 shares 6,325 $857K 0.09% +1,116 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 4,015 shares; 2026Q2: 10,358 shares 10,358 $834K 0.09% +6,343 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: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 718 shares 718 $828K 0.09% -37 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: 1,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,248 shares; 2025Q4: 14,956 shares; 2026Q1: 13,919 shares; 2026Q2: 16,966 shares 16,966 $813K 0.08% +3,047 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,050 shares; 2024Q4: 8,071 shares; 2025Q1: 8,096 shares; 2025Q2: 16,229 shares; 2025Q3: 16,061 shares; 2025Q4: 16,087 shares; 2026Q1: 15,628 shares; 2026Q2: 15,653 shares 15,653 $752K 0.08% +25 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,224 shares; 2024Q4: 12,775 shares; 2025Q1: 4,023 shares; 2025Q2: 4,010 shares; 2025Q3: 4,135 shares; 2025Q4: 4,146 shares; 2026Q1: 4,173 shares; 2026Q2: 4,346 shares 4,346 $749K 0.08% +173 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: 2,034 shares; 2024Q4: 2,043 shares; 2025Q1: 2,049 shares; 2025Q2: 3,102 shares; 2025Q3: 3,103 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $736K 0.08% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,750 shares; 2024Q4: 39,158 shares; 2025Q1: 38,844 shares; 2025Q2: 38,948 shares; 2025Q3: 39,012 shares; 2025Q4: 36,746 shares; 2026Q1: 36,202 shares; 2026Q2: 31,770 shares 31,770 $732K 0.08% -4,432 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,614 shares; 2024Q4: 7,317 shares; 2025Q1: 7,255 shares; 2025Q2: 7,215 shares; 2025Q3: 6,910 shares; 2025Q4: 6,859 shares; 2026Q1: 6,869 shares; 2026Q2: 6,510 shares 6,510 $720K 0.07% -359 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 2,816 shares; 2025Q1: 4,620 shares; 2025Q2: 4,875 shares; 2025Q3: 5,280 shares; 2025Q4: 5,172 shares; 2026Q1: 4,987 shares; 2026Q2: 6,171 shares 6,171 $710K 0.07% +1,184 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,708 shares; 2025Q1: 1,915 shares; 2025Q2: 2,447 shares; 2025Q3: 2,504 shares; 2025Q4: 3,313 shares; 2026Q1: 3,556 shares; 2026Q2: 3,411 shares 3,411 $699K 0.07% -145 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,734 shares; 2024Q4: 2,665 shares; 2025Q1: 2,265 shares; 2025Q2: 2,267 shares; 2025Q3: 2,269 shares; 2025Q4: 2,241 shares; 2026Q1: 2,243 shares; 2026Q2: 2,215 shares 2,215 $697K 0.07% -28 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,282 shares; 2024Q4: 6,289 shares; 2025Q1: 6,115 shares; 2025Q2: 6,119 shares; 2025Q3: 6,122 shares; 2025Q4: 6,126 shares; 2026Q1: 5,898 shares; 2026Q2: 5,902 shares 5,902 $692K 0.07% +4 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,894 shares; 2024Q4: 31,152 shares; 2025Q1: 30,150 shares; 2025Q2: 30,190 shares; 2025Q3: 29,598 shares; 2025Q4: 29,724 shares; 2026Q1: 28,491 shares; 2026Q2: 28,578 shares 28,578 $678K 0.07% +87 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,367 shares; 2024Q4: 7,714 shares; 2025Q1: 9,255 shares; 2025Q2: 11,997 shares; 2025Q3: 13,685 shares; 2025Q4: 13,934 shares; 2026Q1: 13,553 shares; 2026Q2: 13,797 shares 13,797 $670K 0.07% +244 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: 363 shares; 2024Q4: not reported; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: 1,294 shares; 2026Q1: 1,494 shares; 2026Q2: 2,217 shares 2,217 $661K 0.07% +723 Timeline IUSV 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: 5,943 shares; 2025Q3: 5,971 shares; 2025Q4: 5,971 shares; 2026Q1: 5,971 shares; 2026Q2: 5,971 shares 5,971 $658K 0.07% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,593 shares; 2026Q2: 11,619 shares 11,619 $655K 0.07% +26 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,736 shares; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: not reported; 2025Q3: 8,415 shares; 2025Q4: 8,475 shares; 2026Q1: 10,253 shares; 2026Q2: 10,313 shares 10,313 $649K 0.07% +60 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 4,758 shares; 2026Q2: 6,424 shares 6,424 $639K 0.07% +1,666 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 3,558 shares; 2025Q4: 3,558 shares; 2026Q1: 3,558 shares; 2026Q2: 3,590 shares 3,590 $634K 0.07% +32 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: 1,812 shares; 2024Q4: 1,813 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,076 shares; 2025Q4: 2,251 shares; 2026Q1: 3,474 shares; 2026Q2: 4,222 shares 4,222 $619K 0.06% +748 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,360 shares; 2025Q3: 8,383 shares; 2025Q4: 8,383 shares; 2026Q1: 8,383 shares; 2026Q2: 8,383 shares 8,383 $606K 0.06% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,327 shares; 2024Q4: 4,093 shares; 2025Q1: 4,825 shares; 2025Q2: 3,886 shares; 2025Q3: 5,283 shares; 2025Q4: 5,375 shares; 2026Q1: 5,056 shares; 2026Q2: 5,385 shares 5,385 $605K 0.06% +329 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,930 shares; 2025Q1: 1,934 shares; 2025Q2: 1,017 shares; 2025Q3: 1,862 shares; 2025Q4: 1,866 shares; 2026Q1: 1,870 shares; 2026Q2: 1,873 shares 1,873 $596K 0.06% +3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,283 shares; 2025Q1: 2,346 shares; 2025Q2: 2,338 shares; 2025Q3: 2,287 shares; 2025Q4: 2,293 shares; 2026Q1: 2,284 shares; 2026Q2: 2,678 shares 2,678 $590K 0.06% +394 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,670 shares; 2025Q1: 22,648 shares; 2025Q2: 15,302 shares; 2025Q3: 15,302 shares; 2025Q4: 15,302 shares; 2026Q1: 15,302 shares; 2026Q2: 15,302 shares 15,302 $585K 0.06% 0 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: 8,071 shares; 2024Q4: 8,475 shares; 2025Q1: 8,924 shares; 2025Q2: 12,777 shares; 2025Q3: 11,218 shares; 2025Q4: 10,666 shares; 2026Q1: 8,875 shares; 2026Q2: 14,250 shares 14,250 $585K 0.06% +5,375 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,737 shares; 2024Q4: 8,745 shares; 2025Q1: 8,751 shares; 2025Q2: 8,571 shares; 2025Q3: 8,575 shares; 2025Q4: 7,903 shares; 2026Q1: 7,682 shares; 2026Q2: 6,918 shares 6,918 $578K 0.06% -764 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,921 shares; 2025Q3: 10,817 shares; 2025Q4: 10,743 shares; 2026Q1: 10,915 shares; 2026Q2: 10,954 shares 10,954 $577K 0.06% +39 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 5,449 shares; 2025Q1: 5,449 shares; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,206 shares; 2026Q1: 5,206 shares; 2026Q2: 5,206 shares 5,206 $574K 0.06% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: 6,251 shares; 2025Q1: 6,526 shares; 2025Q2: 7,019 shares; 2025Q3: 7,588 shares; 2025Q4: 8,101 shares; 2026Q1: 8,143 shares; 2026Q2: 7,383 shares 7,383 $569K 0.06% -760 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 1,097 shares; 2026Q2: 1,155 shares 1,155 $552K 0.06% +58 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,523 shares; 2024Q4: 10,523 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 10,523 shares; 2025Q4: 10,523 shares; 2026Q1: 10,523 shares; 2026Q2: 10,523 shares 10,523 $548K 0.06% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,430 shares; 2025Q1: 1,491 shares; 2025Q2: 1,349 shares; 2025Q3: 1,398 shares; 2025Q4: 1,507 shares; 2026Q1: 1,552 shares; 2026Q2: 1,449 shares 1,449 $530K 0.05% -103 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: 2,566 shares; 2024Q4: 2,571 shares; 2025Q1: 2,569 shares; 2025Q2: 2,576 shares; 2025Q3: 2,583 shares; 2025Q4: 2,979 shares; 2026Q1: 3,178 shares; 2026Q2: 3,459 shares 3,459 $524K 0.05% +281 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 11,493 shares; 2025Q1: 11,590 shares; 2025Q2: 17,636 shares; 2025Q3: 12,226 shares; 2025Q4: 13,487 shares; 2026Q1: 14,316 shares; 2026Q2: 15,326 shares 15,326 $519K 0.05% +1,010 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,851 shares; 2025Q4: 2,012 shares; 2026Q1: 2,064 shares; 2026Q2: 2,048 shares 2,048 $502K 0.05% -16 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 978 shares 978 $502K 0.05% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,988 shares; 2024Q4: 18,008 shares; 2025Q1: 17,355 shares; 2025Q2: 17,399 shares; 2025Q3: 17,254 shares; 2025Q4: 17,273 shares; 2026Q1: 17,314 shares; 2026Q2: 17,298 shares 17,298 $501K 0.05% -16 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: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,005 shares; 2025Q2: 3,013 shares; 2025Q3: 2,966 shares; 2025Q4: 2,966 shares; 2026Q1: 2,966 shares; 2026Q2: 2,817 shares 2,817 $500K 0.05% -149 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,667 shares; 2025Q1: 1,739 shares; 2025Q2: 1,745 shares; 2025Q3: 1,751 shares; 2025Q4: 1,756 shares; 2026Q1: 1,763 shares; 2026Q2: 1,773 shares 1,773 $498K 0.05% +10 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,888 shares; 2024Q4: 6,056 shares; 2025Q1: 5,502 shares; 2025Q2: 5,511 shares; 2025Q3: 5,326 shares; 2025Q4: 5,395 shares; 2026Q1: 5,379 shares; 2026Q2: 6,011 shares 6,011 $498K 0.05% +632 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares; 2026Q2: 1,840 shares 1,840 $495K 0.05% +827 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: 7,756 shares; 2024Q4: 7,410 shares; 2025Q1: 6,725 shares; 2025Q2: 6,652 shares; 2025Q3: 6,512 shares; 2025Q4: 6,565 shares; 2026Q1: 6,814 shares; 2026Q2: 6,311 shares 6,311 $494K 0.05% -503 Timeline VGT 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: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 4,073 shares 4,073 $487K 0.05% +3,564 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,077 shares; 2025Q1: 3,081 shares; 2025Q2: 3,086 shares; 2025Q3: 3,090 shares; 2025Q4: 3,096 shares; 2026Q1: 3,100 shares; 2026Q2: 3,104 shares 3,104 $485K 0.05% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,513 shares 14,513 $483K 0.05% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $472K 0.05% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,764 shares; 2026Q2: 3,370 shares 3,370 $459K 0.05% +606 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 1,890 shares; 2025Q3: 1,824 shares; 2025Q4: 1,828 shares; 2026Q1: 1,832 shares; 2026Q2: 1,852 shares 1,852 $449K 0.05% +20 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 1,578 shares; 2025Q1: 1,582 shares; 2025Q2: 1,586 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,588 shares; 2026Q2: 1,589 shares 1,589 $430K 0.04% +1 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,105 shares 1,105 $427K 0.04% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $419K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,101 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,145 shares; 2025Q4: 1,151 shares; 2026Q1: 1,157 shares; 2026Q2: 1,631 shares 1,631 $401K 0.04% +474 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,012 shares; 2026Q2: 1,985 shares 1,985 $386K 0.04% +973 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 9,882 shares; 2025Q1: 9,882 shares; 2025Q2: 9,925 shares; 2025Q3: 11,306 shares; 2025Q4: 11,280 shares; 2026Q1: 11,237 shares; 2026Q2: 11,237 shares 11,237 $382K 0.04% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 3,342 shares; 2025Q1: 3,155 shares; 2025Q2: 3,056 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 2,706 shares; 2026Q2: 2,631 shares 2,631 $371K 0.04% -75 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,348 shares; 2024Q4: 9,348 shares; 2025Q1: 9,348 shares; 2025Q2: 9,348 shares; 2025Q3: 9,348 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $367K 0.04% 0 Timeline VUG 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: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 4,020 shares 4,020 $346K 0.04% +3,354 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: 458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares; 2025Q4: 2,591 shares; 2026Q1: 2,875 shares; 2026Q2: 2,953 shares 2,953 $339K 0.04% +78 Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,858 shares; 2024Q4: 12,697 shares; 2025Q1: 12,701 shares; 2025Q2: 12,704 shares; 2025Q3: 12,707 shares; 2025Q4: 12,510 shares; 2026Q1: 12,514 shares; 2026Q2: 12,517 shares 12,517 $338K 0.04% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 3,670 shares; 2025Q1: 3,674 shares; 2025Q2: not reported; 2025Q3: 3,681 shares; 2025Q4: 3,633 shares; 2026Q1: 3,636 shares; 2026Q2: 3,639 shares 3,639 $334K 0.03% +3 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,442 shares; 2025Q3: 4,472 shares; 2025Q4: 4,472 shares; 2026Q1: 4,472 shares; 2026Q2: 4,533 shares 4,533 $327K 0.03% +61 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 563 shares 563 $323K 0.03% +10 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,944 shares; 2024Q4: 9,571 shares; 2025Q1: 9,376 shares; 2025Q2: 9,395 shares; 2025Q3: 9,404 shares; 2025Q4: 9,412 shares; 2026Q1: 9,074 shares; 2026Q2: 9,083 shares 9,083 $320K 0.03% +9 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: 2,274 shares; 2026Q1: 2,307 shares; 2026Q2: 2,469 shares 2,469 $317K 0.03% +162 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,567 shares; 2024Q4: 9,597 shares; 2025Q1: 9,234 shares; 2025Q2: 9,243 shares; 2025Q3: 8,956 shares; 2025Q4: 8,984 shares; 2026Q1: 8,539 shares; 2026Q2: 8,557 shares 8,557 $309K 0.03% +18 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: not reported; 2026Q1: not reported; 2026Q2: 3,838 shares 3,838 $304K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 4,326 shares; 2025Q1: 4,464 shares; 2025Q2: 4,650 shares; 2025Q3: 4,651 shares; 2025Q4: 3,842 shares; 2026Q1: 2,773 shares; 2026Q2: 2,694 shares 2,694 $296K 0.03% -79 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: 438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,413 shares 2,413 $295K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $293K 0.03% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,765 shares; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,352 shares; 2026Q1: 3,352 shares; 2026Q2: 3,352 shares 3,352 $291K 0.03% 0 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: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 1,712 shares; 2026Q1: 1,716 shares; 2026Q2: 1,720 shares 1,720 $291K 0.03% +4 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 4,575 shares; 2025Q1: 4,052 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares; 2026Q1: 2,192 shares; 2026Q2: 2,060 shares 2,060 $278K 0.03% -132 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,946 shares; 2025Q4: 8,724 shares; 2026Q1: 8,369 shares; 2026Q2: 8,396 shares 8,396 $266K 0.03% +27 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: 128 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 955 shares 955 $260K 0.03% new 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: 3,611 shares; 2024Q4: 3,620 shares; 2025Q1: 3,630 shares; 2025Q2: 3,445 shares; 2025Q3: 3,434 shares; 2025Q4: 3,446 shares; 2026Q1: 3,455 shares; 2026Q2: 3,344 shares 3,344 $259K 0.03% -111 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,501 shares; 2026Q2: 2,513 shares 2,513 $253K 0.03% +12 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,827 shares; 2025Q1: 1,754 shares; 2025Q2: 1,761 shares; 2025Q3: 1,692 shares; 2025Q4: 1,623 shares; 2026Q1: 1,629 shares; 2026Q2: 1,636 shares 1,636 $253K 0.03% +7 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,026 shares; 2024Q4: 14,044 shares; 2025Q1: 15,397 shares; 2025Q2: 15,419 shares; 2025Q3: 15,444 shares; 2025Q4: 9,238 shares; 2026Q1: 10,653 shares; 2026Q2: 10,671 shares 10,671 $251K 0.03% +18 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares 3,738 $248K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,196 shares; 2026Q2: 3,207 shares 3,207 $245K 0.03% +11 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: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,753 shares; 2026Q1: 3,753 shares; 2026Q2: 3,801 shares 3,801 $232K 0.02% +48 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $231K 0.02% 0 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: 2,110 shares; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares; 2026Q2: 2,009 shares 2,009 $229K 0.02% +1 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: 3,230 shares; 2024Q4: 2,105 shares; 2025Q1: 2,047 shares; 2025Q2: 2,020 shares; 2025Q3: 1,477 shares; 2025Q4: 1,417 shares; 2026Q1: 1,419 shares; 2026Q2: 1,380 shares 1,380 $223K 0.02% -39 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: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,426 shares 1,426 $222K 0.02% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,173 shares; 2026Q2: 3,113 shares 3,113 $222K 0.02% -60 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,246 shares 2,246 $212K 0.02% new 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: 1,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,324 shares 1,324 $210K 0.02% new 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: 2,354 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 2,345 shares; 2026Q2: 2,345 shares 2,345 $208K 0.02% 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: 309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $204K 0.02% new 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: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $201K 0.02% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,656 shares; 2024Q4: 13,846 shares; 2025Q1: 13,821 shares; 2025Q2: 14,022 shares; 2025Q3: 15,108 shares; 2025Q4: 14,008 shares; 2026Q1: 14,204 shares; 2026Q2: 10,943 shares 10,943 $59.3K 0.01% -3,261 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,622 shares; 2025Q4: 11,622 shares; 2026Q1: 11,622 shares; 2026Q2: 11,622 shares 11,622 $48K <0.01% 0 Timeline