AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 142,248 shares 142,248 $47.4M 4.8% +119 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 184,721 shares 184,721 $42.2M 4.27% -2,242 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,288 shares 68,288 $35M 3.55% +627 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,903 shares 60,903 $31.1M 3.15% -229 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; 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; 2026Q3: 46,770 shares 46,770 $28.6M 2.9% -208 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,797 shares 32,797 $26.6M 2.69% +32 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 89,551 shares 89,551 $23.7M 2.4% +721 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; 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; 2026Q3: 19,984 shares 19,984 $23.1M 2.34% -30 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,494 shares; 2025Q1: 183,668 shares; 2025Q2: 185,216 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 204,960 shares 204,960 $19.2M 1.94% new 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; 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; 2026Q3: 57,630 shares 57,630 $19.1M 1.93% +489 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; 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; 2026Q3: 77,332 shares 77,332 $18.9M 1.92% +174 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,451 shares 52,451 $17.9M 1.81% +390 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,126 shares 50,126 $17.6M 1.78% +419 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; 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; 2026Q3: 69,232 shares 69,232 $17.2M 1.75% +1,274 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 61,433 shares 61,433 $16.1M 1.63% +629 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; 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; 2026Q3: 37,577 shares 37,577 $14.9M 1.51% +69 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; 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; 2026Q3: 271,025 shares 271,025 $14.8M 1.49% +975 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; 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; 2026Q3: 67,816 shares 67,816 $13.8M 1.4% +548 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,571 shares 65,571 $13.4M 1.36% +1,614 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; 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; 2026Q3: 133,192 shares 133,192 $13M 1.32% +1,369 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,936 shares 35,936 $12.9M 1.31% +600 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,163 shares 82,163 $12.6M 1.28% +1,141 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,742 shares 29,742 $12.5M 1.27% +1,023 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; 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; 2026Q3: 13,813 shares 13,813 $12.4M 1.26% +191 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,432 shares 103,432 $12.4M 1.26% +11 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; 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; 2026Q3: 142,387 shares 142,387 $12.3M 1.24% +3,051 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,400 shares 103,400 $11.6M 1.17% +1,197 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; 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; 2026Q3: 15,965 shares 15,965 $11.6M 1.17% +367 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 62,614 shares 62,614 $11.5M 1.17% +88 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 136,394 shares 136,394 $11.3M 1.14% +2,186 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; 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; 2026Q3: 22,643 shares 22,643 $11.3M 1.14% +108 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; 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; 2026Q3: 38,491 shares 38,491 $11M 1.11% +699 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; 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; 2026Q3: 52,895 shares 52,895 $10.7M 1.09% +1,524 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; 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; 2026Q3: 19,704 shares 19,704 $10M 1.02% +388 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; 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; 2026Q3: 10,896 shares 10,896 $9.92M 1% +180 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,611 shares; 2026Q3: 68,827 shares 68,827 $9.79M 0.99% +216 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60,096 shares 60,096 $9.78M 0.99% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,366 shares 26,366 $9.35M 0.95% +1,445 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,142 shares 38,142 $8.81M 0.89% +1,721 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 80,168 shares 80,168 $8.33M 0.84% +1,587 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; 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; 2026Q3: 29,906 shares 29,906 $7.72M 0.78% -282 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; 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; 2026Q3: 52,858 shares 52,858 $7.68M 0.78% +1,223 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; 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; 2026Q3: 158,982 shares 158,982 $7.36M 0.75% +9,954 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; 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; 2026Q3: 84,839 shares 84,839 $7.2M 0.73% +2,674 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; 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; 2026Q3: 35,004 shares 35,004 $7.03M 0.71% +2,216 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,138 shares 9,138 $7M 0.71% -19 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,376 shares 6,376 $6.75M 0.68% +92 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; 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; 2026Q3: 62,548 shares 62,548 $6.73M 0.68% +1,074 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; 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; 2026Q3: 24,987 shares 24,987 $6.62M 0.67% +18,959 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; 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; 2026Q3: 56,359 shares 56,359 $6.43M 0.65% +1,889 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; 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; 2026Q3: 35,265 shares 35,265 $6.19M 0.63% +1,121 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; 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; 2026Q3: 19,108 shares 19,108 $5.9M 0.6% -106 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; 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; 2026Q3: 40,203 shares 40,203 $5.84M 0.59% +1,925 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; 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; 2026Q3: 26,205 shares 26,205 $5.83M 0.59% -30 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; 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; 2026Q3: 95,921 shares 95,921 $5.23M 0.53% -138 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; 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; 2026Q3: 34,236 shares 34,236 $5.1M 0.52% +1,381 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,604 shares 51,604 $5.08M 0.51% -205 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,417 shares 26,417 $4.9M 0.5% +1,313 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,920 shares 24,920 $4.64M 0.47% +1,019 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,151 shares 14,151 $4.42M 0.45% +799 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; 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; 2026Q3: 48,309 shares 48,309 $4.41M 0.45% +1,787 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; 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; 2026Q3: 2,251 shares 2,251 $4.08M 0.41% +66 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; 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; 2026Q3: 29,850 shares 29,850 $3.75M 0.38% 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; 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; 2026Q3: 10,892 shares 10,892 $3.75M 0.38% +122 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,115 shares 13,115 $3.74M 0.38% +104 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; 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; 2026Q3: 11,092 shares 11,092 $3.68M 0.37% +588 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; 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; 2026Q3: 4,778 shares 4,778 $3.64M 0.37% +426 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,524 shares; 2025Q1: 3,549 shares; 2025Q2: 3,752 shares; 2025Q3: 3,877 shares; 2025Q4: 41,819 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47,641 shares 47,641 $3.31M 0.34% new 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; 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; 2026Q3: 10,077 shares 10,077 $3.31M 0.34% +592 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,076 shares 17,076 $3.31M 0.34% +129 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,906 shares 1,906 $3.29M 0.33% +54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 110,446 shares 110,446 $3.15M 0.32% +4,251 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; 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; 2026Q3: 16,700 shares 16,700 $3.12M 0.32% +1,813 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; 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; 2026Q3: 93,092 shares 93,092 $3.1M 0.31% -10,789 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; 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; 2026Q3: 23,353 shares 23,353 $3.09M 0.31% +1,186 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 73,848 shares 73,848 $2.98M 0.3% +3,122 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 76,364 shares 76,364 $2.91M 0.3% +173 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; 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; 2026Q3: 8,064 shares 8,064 $2.87M 0.29% +218 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; 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; 2026Q3: 2,779 shares 2,779 $2.64M 0.27% +562 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; 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; 2026Q3: 21,728 shares 21,728 $2.58M 0.26% +1,360 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; 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; 2026Q3: 36,233 shares 36,233 $2.44M 0.25% +463 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; 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; 2026Q3: 38,864 shares 38,864 $2.43M 0.25% -1,367 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,969 shares 16,969 $2.42M 0.24% +81 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,318 shares 10,318 $2.37M 0.24% -28 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,495 shares 16,495 $2.24M 0.23% +493 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,468 shares 16,468 $2.21M 0.22% +1,201 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,962 shares 13,962 $2.2M 0.22% +305 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; 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; 2026Q3: 20,752 shares 20,752 $2.18M 0.22% -3,018 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,501 shares 46,501 $2.16M 0.22% +1,836 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,101 shares 17,101 $2.14M 0.22% -82 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,179 shares 11,179 $2.1M 0.21% +674 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,510 shares 16,510 $2.09M 0.21% -181 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; 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; 2026Q3: 11,865 shares 11,865 $2.06M 0.21% -984 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; 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; 2026Q3: 5,046 shares 5,046 $2.05M 0.21% -104 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; 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; 2026Q3: 9,240 shares 9,240 $2.05M 0.21% -457 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; 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; 2026Q3: 57,053 shares 57,053 $2.03M 0.21% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,272 shares 21,272 $2.02M 0.2% +3,875 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; 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; 2026Q3: 7,623 shares 7,623 $1.94M 0.2% -3 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,426 shares 10,426 $1.87M 0.19% +128 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; 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; 2026Q3: 33,178 shares 33,178 $1.8M 0.18% +194 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; 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; 2026Q3: 36,914 shares 36,914 $1.74M 0.18% +6,929 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; 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; 2026Q3: 8,936 shares 8,936 $1.71M 0.17% +665 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,965 shares 17,965 $1.69M 0.17% +186 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,664 shares 12,664 $1.64M 0.17% +1,166 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; 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; 2026Q3: 4,302 shares 4,302 $1.64M 0.17% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,878 shares 18,878 $1.64M 0.17% +1,849 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares; 2026Q3: 10,701 shares 10,701 $1.61M 0.16% +7,936 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; 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; 2026Q3: 4,383 shares 4,383 $1.61M 0.16% +216 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; 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; 2026Q3: 8,226 shares 8,226 $1.51M 0.15% +688 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; 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; 2026Q3: 39,110 shares 39,110 $1.39M 0.14% +63 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; 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; 2026Q3: 23,970 shares 23,970 $1.39M 0.14% -679 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,463 shares 13,463 $1.33M 0.13% -142 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; 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; 2026Q3: 4,117 shares 4,117 $1.25M 0.13% +18 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,351 shares 2,351 $1.21M 0.12% +45 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; 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; 2026Q3: 8,799 shares 8,799 $1.19M 0.12% +631 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,015 shares; 2026Q2: 10,358 shares; 2026Q3: 16,444 shares 16,444 $1.12M 0.11% +6,086 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; 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; 2026Q3: 57,590 shares 57,590 $1.12M 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; 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; 2026Q3: 8,737 shares 8,737 $1.09M 0.11% +37 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,346 shares 8,346 $1.08M 0.11% +2,021 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; 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; 2026Q3: 3,055 shares 3,055 $988K 0.1% +3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,792 shares 21,792 $898K 0.09% -2,211 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,736 shares 14,736 $895K 0.09% +248 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; 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; 2026Q3: 11,454 shares 11,454 $895K 0.09% -72 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; 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; 2026Q3: 1,247 shares 1,247 $874K 0.09% -528 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,083 shares 18,083 $871K 0.09% -286 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,867 shares 8,867 $859K 0.09% -642 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; 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; 2026Q3: 6,384 shares 6,384 $854K 0.09% +999 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,403 shares 3,403 $817K 0.08% -8 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; 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; 2026Q3: 2,824 shares 2,824 $806K 0.08% +7 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; 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; 2026Q3: 25,347 shares 25,347 $793K 0.08% -5,024 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,005 shares; 2026Q2: 2,576 shares; 2026Q3: 3,284 shares 3,284 $792K 0.08% +708 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,676 shares 15,676 $776K 0.08% +23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,859 shares; 2026Q3: 7,010 shares 7,010 $767K 0.08% +151 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; 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; 2026Q3: 13,840 shares 13,840 $766K 0.08% +43 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; 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; 2026Q3: 6,257 shares 6,257 $748K 0.08% +86 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,146 shares 2,146 $745K 0.08% +98 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; 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; 2026Q3: 10,584 shares 10,584 $741K 0.08% +271 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; 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; 2026Q3: 4,732 shares 4,732 $740K 0.07% +386 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; 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; 2026Q3: 3,113 shares 3,113 $726K 0.07% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 718 shares; 2026Q3: 673 shares 673 $716K 0.07% -45 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,758 shares; 2026Q2: 6,424 shares; 2026Q3: 8,133 shares 8,133 $709K 0.07% +1,709 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; 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; 2026Q3: 2,488 shares 2,488 $697K 0.07% +271 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; 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; 2026Q3: 6,713 shares 6,713 $686K 0.07% +203 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,956 shares 4,956 $680K 0.07% +734 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,513 shares; 2026Q3: 14,119 shares 14,119 $668K 0.07% -394 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,905 shares 5,905 $660K 0.07% +3 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,971 shares 5,971 $659K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,160 shares 6,160 $657K 0.07% +954 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; 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; 2026Q3: 28,707 shares 28,707 $643K 0.07% +129 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,145 shares 18,145 $642K 0.07% +3,895 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,944 shares 31,944 $641K 0.06% +174 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; 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; 2026Q3: 16,803 shares 16,803 $637K 0.06% -163 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; 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; 2026Q3: 10,883 shares 10,883 $625K 0.06% -71 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; 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; 2026Q3: 8,383 shares 8,383 $619K 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,217 shares 2,217 $611K 0.06% +2 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; 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; 2026Q3: 15,302 shares 15,302 $605K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares; 2026Q2: 1,840 shares; 2026Q3: 2,666 shares 2,666 $603K 0.06% +826 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; 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; 2026Q3: 3,590 shares 3,590 $600K 0.06% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,593 shares; 2026Q2: 11,619 shares; 2026Q3: 11,727 shares 11,727 $593K 0.06% +108 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 978 shares; 2026Q3: 1,034 shares 1,034 $570K 0.06% +56 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,836 shares 7,836 $564K 0.06% +453 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; 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; 2026Q3: 3,059 shares 3,059 $548K 0.06% -400 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; 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; 2026Q3: 15,241 shares 15,241 $548K 0.06% -85 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,896 shares 6,896 $538K 0.05% -22 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; 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; 2026Q3: 2,905 shares 2,905 $535K 0.05% +227 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 1,097 shares; 2026Q2: 1,155 shares; 2026Q3: 1,160 shares 1,160 $529K 0.05% +5 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,858 shares 1,858 $526K 0.05% -15 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; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 4,073 shares; 2026Q3: 4,073 shares 4,073 $512K 0.05% 0 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; 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; 2026Q3: 17,338 shares 17,338 $508K 0.05% +40 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; 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; 2026Q3: 1,488 shares 1,488 $503K 0.05% +39 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,516 shares 2,516 $502K 0.05% -115 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; 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; 2026Q3: 10,523 shares 10,523 $484K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,012 shares; 2026Q2: 1,985 shares; 2026Q3: 3,517 shares 3,517 $482K 0.05% +1,532 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,108 shares 3,108 $473K 0.05% +4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,764 shares; 2026Q2: 3,370 shares; 2026Q3: 3,433 shares 3,433 $471K 0.05% +63 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,371 shares; 2025Q1: 2,189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,744 shares 5,744 $469K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,889 shares 1,889 $468K 0.05% +37 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,783 shares 2,783 $463K 0.05% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,413 shares; 2026Q3: 2,399 shares 2,399 $457K 0.05% -14 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,276 shares 5,276 $455K 0.05% -1,035 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,722 shares 1,722 $440K 0.04% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,105 shares; 2026Q3: 1,107 shares 1,107 $430K 0.04% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,405 shares; 2026Q2: 3,474 shares; 2026Q3: 1,115 shares 1,115 $417K 0.04% -2,359 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; 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; 2026Q3: 1,590 shares 1,590 $409K 0.04% +1 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,132 shares 10,132 $404K 0.04% new 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; 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; 2026Q3: 1,773 shares 1,773 $390K 0.04% 0 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; 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; 2026Q3: 3,915 shares 3,915 $389K 0.04% +962 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,786 shares 4,786 $388K 0.04% -1,225 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; 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; 2026Q3: 1,738 shares 1,738 $386K 0.04% +107 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,307 shares; 2026Q2: 2,469 shares; 2026Q3: 3,215 shares 3,215 $384K 0.04% +746 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; 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; 2026Q3: 8,000 shares 8,000 $368K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,807 shares 3,807 $362K 0.04% +463 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; 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; 2026Q3: 11,237 shares 11,237 $359K 0.04% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares; 2026Q2: 867 shares; 2026Q3: 867 shares 867 $348K 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; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 4,020 shares; 2026Q3: 3,830 shares 3,830 $345K 0.03% -190 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares; 2026Q2: 2,513 shares; 2026Q3: 3,415 shares 3,415 $320K 0.03% +902 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; 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; 2026Q3: 11,956 shares 11,956 $314K 0.03% -561 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; 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; 2026Q3: 3,667 shares 3,667 $313K 0.03% +28 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; 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; 2026Q3: 4,509 shares 4,509 $309K 0.03% -24 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; 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; 2026Q3: 3,352 shares 3,352 $304K 0.03% 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; 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; 2026Q3: 2,009 shares 2,009 $298K 0.03% 0 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; 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; 2026Q3: 8,576 shares 8,576 $280K 0.03% +19 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; 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; 2026Q3: 8,413 shares 8,413 $274K 0.03% +17 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; 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; 2026Q3: 9,092 shares 9,092 $273K 0.03% +9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares; 2026Q3: 974 shares 974 $271K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,838 shares; 2026Q3: 3,635 shares 3,635 $269K 0.03% -203 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares; 2026Q3: 3,675 shares 3,675 $262K 0.03% -63 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,196 shares; 2026Q2: 3,207 shares; 2026Q3: 3,272 shares 3,272 $260K 0.03% +65 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 955 shares; 2026Q3: 943 shares 943 $257K 0.03% -12 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares; 2026Q3: 832 shares 832 $256K 0.03% +7 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; 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; 2026Q3: 1,641 shares 1,641 $251K 0.03% +5 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; 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; 2026Q3: 2,548 shares 2,548 $248K 0.03% -146 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,685 shares 10,685 $243K 0.02% +14 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,952 shares 7,952 $233K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 679 shares 679 $231K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,173 shares; 2026Q2: 3,113 shares; 2026Q3: 3,230 shares 3,230 $228K 0.02% +117 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,345 shares 2,345 $221K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares; 2026Q3: 322 shares 322 $216K 0.02% +1 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,949 shares 1,949 $215K 0.02% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,014 shares 2,014 $213K 0.02% -46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares; 2026Q3: 407 shares 407 $213K 0.02% +2 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,798 shares 3,798 $209K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,262 shares 1,262 $207K 0.02% -118 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,426 shares; 2026Q3: 1,436 shares 1,436 $207K 0.02% +10 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,753 shares 3,753 $206K 0.02% -48 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 769 shares 769 $203K 0.02% new 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; 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; 2026Q3: 11,622 shares 11,622 $45.2K <0.01% 0 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; 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; 2026Q3: 10,728 shares 10,728 $41.4K <0.01% -215 Timeline