GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,819 $8.57M 5.41% -208 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 32,795 $8.32M 5.25% +229 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 44,720 $7.8M 4.92% -133 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 24,639 $7.63M 4.81% +106 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; 2024Q2: restricted; 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 25,795 $7.59M 4.79% +53 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 20,164 $7.46M 4.71% +3,059 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; 2024Q2: restricted; 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 35,248 $7.34M 4.63% +702 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 73,122 $7.03M 4.43% -2,250 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,553 $6.77M 4.27% -1,572 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; 2024Q2: restricted; 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 11,604 $6.64M 4.19% +640 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,133 $5.78M 3.65% +1,565 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; 2024Q2: restricted; 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 23,825 $5.47M 3.45% -1,068 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 49,125 $5.39M 3.4% +369 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; 2024Q2: restricted; 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 13,526 $5.28M 3.33% +1,973 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,321 shares; 2026Q1: 15,106 shares 15,106 $5.1M 3.22% -2,215 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 24,043 $4.97M 3.14% -7,490 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 21,925 $4.77M 3.01% -56 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 105,013 $4.63M 2.92% -14,755 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,452 $4.63M 2.92% +1,469 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,943 $4.28M 2.7% +4,288 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; 2024Q2: restricted; 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 4,245 $4.23M 2.67% -532 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,288 $4.11M 2.59% +439 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,157 $4.09M 2.58% -228 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,818 shares; 2026Q1: 33,685 shares 33,685 $3.46M 2.18% +5,867 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; 2024Q2: restricted; 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 23,560 $3.4M 2.15% -318 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; 2024Q2: restricted; 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 22,117 $3.01M 1.9% -270 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; 2024Q2: restricted; 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 8,278 $2.4M 1.52% -1,380 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; 2024Q2: restricted; 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 13,388 $2.31M 1.46% -52 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; 2024Q2: restricted; 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 15,675 $1.53M 0.97% +307 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; 2024Q2: restricted; 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 7,724 $611K 0.39% +75 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,208 $603K 0.38% -491 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; 2024Q2: restricted; 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 6,072 $571K 0.36% -686 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; 2024Q2: restricted; 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 1,165 $495K 0.31% -195 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; 2024Q2: restricted; 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 2,482 $486K 0.31% -140 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; 2024Q2: restricted; 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 953 $360K 0.23% -307 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; 2024Q2: restricted; 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 1,520 $321K 0.2% +4 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; 2024Q2: restricted; 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 1,239 $315K 0.2% +4 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; 2024Q2: restricted; 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 935 $305K 0.19% +8 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 626 shares; 2025Q2: 635 shares; 2025Q3: 629 shares; 2025Q4: 355 shares; 2026Q1: 360 shares 360 $251K 0.16% +5 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,954 shares; 2025Q1: 2,315 shares; 2025Q2: 2,164 shares; 2025Q3: 2,112 shares; 2025Q4: 1,552 shares; 2026Q1: 908 shares 908 $222K 0.14% -644 Timeline