GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,337 shares; 2025Q1: 37,197 shares; 2025Q2: 36,839 shares; 2025Q3: 36,934 shares; 2025Q4: 30,027 shares; 2026Q1: 29,819 shares; 2026Q2: 29,807 shares 29,807 $10.7M 5.52% -12 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: not loaded; 2024Q4: 12,399 shares; 2025Q1: 13,276 shares; 2025Q2: 13,287 shares; 2025Q3: 13,311 shares; 2025Q4: 11,125 shares; 2026Q1: 9,553 shares; 2026Q2: 9,649 shares 9,649 $10.3M 5.32% +96 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: not loaded; 2024Q4: 26,877 shares; 2025Q1: 26,102 shares; 2025Q2: 25,730 shares; 2025Q3: 25,807 shares; 2025Q4: 25,742 shares; 2026Q1: 25,795 shares; 2026Q2: 29,658 shares 29,658 $9.71M 5.03% +3,863 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: not loaded; 2024Q4: 30,578 shares; 2025Q1: 31,297 shares; 2025Q2: 31,598 shares; 2025Q3: 32,650 shares; 2025Q4: 32,566 shares; 2026Q1: 32,795 shares; 2026Q2: 33,351 shares 33,351 $9.65M 5% +556 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: not loaded; 2024Q4: 102,006 shares; 2025Q1: 164,099 shares; 2025Q2: 161,338 shares; 2025Q3: 166,576 shares; 2025Q4: 119,768 shares; 2026Q1: 105,013 shares; 2026Q2: 68,887 shares 68,887 $9.62M 4.98% -36,126 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,984 shares; 2025Q1: 28,975 shares; 2025Q2: 28,675 shares; 2025Q3: 28,225 shares; 2025Q4: 24,533 shares; 2026Q1: 24,639 shares; 2026Q2: 24,766 shares 24,766 $9.36M 4.85% +127 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: not loaded; 2024Q4: 43,109 shares; 2025Q1: 46,703 shares; 2025Q2: 46,943 shares; 2025Q3: 46,812 shares; 2025Q4: 44,853 shares; 2026Q1: 44,720 shares; 2026Q2: 45,104 shares 45,104 $9.02M 4.68% +384 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,321 shares; 2026Q1: 15,106 shares; 2026Q2: 7,721 shares 7,721 $8.91M 4.62% -7,385 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: not loaded; 2024Q4: 32,617 shares; 2025Q1: 33,149 shares; 2025Q2: 32,416 shares; 2025Q3: 32,861 shares; 2025Q4: 34,546 shares; 2026Q1: 35,248 shares; 2026Q2: 36,000 shares 36,000 $8.58M 4.45% +752 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: not loaded; 2024Q4: 8,868 shares; 2025Q1: 9,957 shares; 2025Q2: 9,598 shares; 2025Q3: 9,692 shares; 2025Q4: 11,553 shares; 2026Q1: 13,526 shares; 2026Q2: 10,296 shares 10,296 $7.86M 4.07% -3,230 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: not loaded; 2024Q4: 14,879 shares; 2025Q1: 16,947 shares; 2025Q2: 16,692 shares; 2025Q3: 16,702 shares; 2025Q4: 17,105 shares; 2026Q1: 20,164 shares; 2026Q2: 20,750 shares 20,750 $7.74M 4.01% +586 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: not loaded; 2024Q4: 16,872 shares; 2025Q1: 17,168 shares; 2025Q2: 16,690 shares; 2025Q3: 16,787 shares; 2025Q4: 17,568 shares; 2026Q1: 19,133 shares; 2026Q2: 21,412 shares 21,412 $7.35M 3.81% +2,279 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: not loaded; 2024Q4: 11,403 shares; 2025Q1: 11,342 shares; 2025Q2: 11,069 shares; 2025Q3: 11,043 shares; 2025Q4: 10,964 shares; 2026Q1: 11,604 shares; 2026Q2: 12,536 shares 12,536 $7.06M 3.66% +932 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: not loaded; 2024Q4: 38,807 shares; 2025Q1: 41,201 shares; 2025Q2: 40,919 shares; 2025Q3: 43,276 shares; 2025Q4: 48,756 shares; 2026Q1: 49,125 shares; 2026Q2: 57,627 shares 57,627 $6.76M 3.5% +8,502 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: not loaded; 2024Q4: 21,126 shares; 2025Q1: 23,280 shares; 2025Q2: 23,103 shares; 2025Q3: 23,828 shares; 2025Q4: 21,981 shares; 2026Q1: 21,925 shares; 2026Q2: 26,098 shares 26,098 $6.57M 3.4% +4,173 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: not loaded; 2024Q4: 21,859 shares; 2025Q1: 23,740 shares; 2025Q2: 23,273 shares; 2025Q3: 24,033 shares; 2025Q4: 24,893 shares; 2026Q1: 23,825 shares; 2026Q2: 29,189 shares 29,189 $6.51M 3.37% +5,364 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,197 shares; 2025Q1: 7,886 shares; 2025Q2: 7,426 shares; 2025Q3: 7,129 shares; 2025Q4: 75,372 shares; 2026Q1: 73,122 shares; 2026Q2: 88,398 shares 88,398 $6.31M 3.27% +15,276 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: not loaded; 2024Q4: 16,574 shares; 2025Q1: 11,900 shares; 2025Q2: 12,121 shares; 2025Q3: 12,221 shares; 2025Q4: 10,983 shares; 2026Q1: 12,452 shares; 2026Q2: 12,699 shares 12,699 $5.34M 2.77% +247 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: not loaded; 2024Q4: 27,801 shares; 2025Q1: 30,544 shares; 2025Q2: 30,968 shares; 2025Q3: 32,462 shares; 2025Q4: 31,533 shares; 2026Q1: 24,043 shares; 2026Q2: 30,203 shares 30,203 $5.01M 2.59% +6,160 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: not loaded; 2024Q4: 3,452 shares; 2025Q1: 3,628 shares; 2025Q2: 3,553 shares; 2025Q3: 3,661 shares; 2025Q4: 4,777 shares; 2026Q1: 4,245 shares; 2026Q2: 5,218 shares 5,218 $4.88M 2.53% +973 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,555 shares; 2025Q1: 16,190 shares; 2025Q2: 15,940 shares; 2025Q3: 16,009 shares; 2025Q4: 17,849 shares; 2026Q1: 18,288 shares; 2026Q2: 24,405 shares 24,405 $4.76M 2.46% +6,117 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: not loaded; 2024Q4: 12,993 shares; 2025Q1: 13,583 shares; 2025Q2: 13,405 shares; 2025Q3: 13,933 shares; 2025Q4: 13,385 shares; 2026Q1: 13,157 shares; 2026Q2: 16,205 shares 16,205 $4.38M 2.27% +3,048 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,818 shares; 2026Q1: 33,685 shares; 2026Q2: 46,582 shares 46,582 $4.23M 2.19% +12,897 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,887 shares; 2025Q1: 17,987 shares; 2025Q2: 17,904 shares; 2025Q3: 18,641 shares; 2025Q4: 18,655 shares; 2026Q1: 22,943 shares; 2026Q2: 25,444 shares 25,444 $3.99M 2.07% +2,501 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,660 shares; 2025Q1: 21,248 shares; 2025Q2: 20,711 shares; 2025Q3: 20,827 shares; 2025Q4: 22,387 shares; 2026Q1: 22,117 shares; 2026Q2: 26,642 shares 26,642 $3.51M 1.82% +4,525 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: not loaded; 2024Q4: 22,623 shares; 2025Q1: 25,864 shares; 2025Q2: 25,545 shares; 2025Q3: 25,831 shares; 2025Q4: 23,878 shares; 2026Q1: 23,560 shares; 2026Q2: 23,794 shares 23,794 $3.49M 1.81% +234 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,627 shares; 2025Q1: 8,933 shares; 2025Q2: 8,874 shares; 2025Q3: 8,963 shares; 2025Q4: 9,658 shares; 2026Q1: 8,278 shares; 2026Q2: 8,494 shares 8,494 $2.49M 1.29% +216 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,618 shares; 2025Q1: 13,962 shares; 2025Q2: 13,606 shares; 2025Q3: 13,839 shares; 2025Q4: 13,440 shares; 2026Q1: 13,388 shares; 2026Q2: 13,266 shares 13,266 $2.17M 1.12% -122 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,382 shares; 2025Q1: 19,049 shares; 2025Q2: 19,174 shares; 2025Q3: 19,351 shares; 2025Q4: 15,368 shares; 2026Q1: 15,675 shares; 2026Q2: 16,557 shares 16,557 $1.97M 1.02% +882 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,189 shares; 2025Q1: 8,717 shares; 2025Q2: 8,861 shares; 2025Q3: 9,108 shares; 2025Q4: 7,649 shares; 2026Q1: 7,724 shares; 2026Q2: 8,207 shares 8,207 $745K 0.39% +483 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,196 shares; 2025Q2: 1,255 shares; 2025Q3: 1,222 shares; 2025Q4: 927 shares; 2026Q1: 935 shares; 2026Q2: 946 shares 946 $590K 0.31% +11 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: not loaded; 2024Q4: 10,548 shares; 2025Q1: 10,040 shares; 2025Q2: 8,879 shares; 2025Q3: 8,161 shares; 2025Q4: 6,758 shares; 2026Q1: 6,072 shares; 2026Q2: 5,793 shares 5,793 $535K 0.28% -279 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: not loaded; 2024Q4: 2,234 shares; 2025Q1: 2,171 shares; 2025Q2: 2,011 shares; 2025Q3: 1,946 shares; 2025Q4: 1,699 shares; 2026Q1: 1,208 shares; 2026Q2: 1,003 shares 1,003 $515K 0.27% -205 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,621 shares; 2025Q1: 1,674 shares; 2025Q2: 1,648 shares; 2025Q3: 1,639 shares; 2025Q4: 1,235 shares; 2026Q1: 1,239 shares; 2026Q2: 1,306 shares 1,306 $371K 0.19% +67 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: not loaded; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,507 shares; 2025Q3: 1,511 shares; 2025Q4: 1,516 shares; 2026Q1: 1,520 shares; 2026Q2: 1,524 shares 1,524 $362K 0.19% +4 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,578 shares 6,578 $349K 0.18% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,910 shares; 2025Q1: 3,674 shares; 2025Q2: 3,570 shares; 2025Q3: 3,375 shares; 2025Q4: 2,622 shares; 2026Q1: 2,482 shares; 2026Q2: 1,622 shares 1,622 $344K 0.18% -860 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: not loaded; 2024Q4: 618 shares; 2025Q1: 626 shares; 2025Q2: 635 shares; 2025Q3: 629 shares; 2025Q4: 355 shares; 2026Q1: 360 shares; 2026Q2: 2,805 shares 2,805 $335K 0.17% +2,445 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,931 shares; 2025Q1: 6,802 shares; 2025Q2: 6,711 shares; 2025Q3: 7,046 shares; 2025Q4: 1,260 shares; 2026Q1: 953 shares; 2026Q2: 601 shares 601 $280K 0.15% -352 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,628 shares; 2025Q2: 3,656 shares; 2025Q3: 3,718 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,524 shares 3,524 $215K 0.11% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,772 shares; 2025Q1: 1,691 shares; 2025Q2: 1,654 shares; 2025Q3: 1,656 shares; 2025Q4: 1,360 shares; 2026Q1: 1,165 shares; 2026Q2: 508 shares 508 $207K 0.11% -657 Timeline