AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 33,472 shares 33,472 $11.1M 5.52% +121 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: 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; 2026Q3: 21,108 shares 21,108 $10.8M 5.36% +358 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: 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; 2026Q3: 40,781 shares 40,781 $10.8M 5.35% +30,485 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: 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; 2026Q3: 30,164 shares 30,164 $10.4M 5.14% +357 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: 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; 2026Q3: 45,398 shares 45,398 $10.4M 5.13% +294 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: 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; 2026Q3: 29,458 shares 29,458 $9.75M 4.83% -200 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: 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; 2026Q3: 12,795 shares 12,795 $9.28M 4.59% +259 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: 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; 2026Q3: 36,450 shares 36,450 $9.08M 4.5% +450 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: 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; 2026Q3: 25,075 shares 25,075 $8.81M 4.36% +309 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: 17,321 shares; 2026Q1: 15,106 shares; 2026Q2: 7,721 shares; 2026Q3: 7,796 shares 7,796 $8.3M 4.11% +75 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: 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; 2026Q3: 68,479 shares 68,479 $8.23M 4.08% -408 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: 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; 2026Q3: 9,709 shares 9,709 $7.87M 3.9% +60 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: 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; 2026Q3: 21,645 shares 21,645 $7.78M 3.85% +233 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: 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; 2026Q3: 26,070 shares 26,070 $6.82M 3.38% -28 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 58,409 shares 58,409 $6.53M 3.23% +782 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: 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; 2026Q3: 90,485 shares 90,485 $6.3M 3.12% +2,087 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: 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; 2026Q3: 30,549 shares 30,549 $6.24M 3.09% +346 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: 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; 2026Q3: 29,640 shares 29,640 $6.04M 2.99% +451 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: 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; 2026Q3: 25,804 shares 25,804 $5.92M 2.93% +360 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,737 shares 24,737 $5.47M 2.71% +332 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: 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; 2026Q3: 5,338 shares 5,338 $4.86M 2.41% +120 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: 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; 2026Q3: 13,039 shares 13,039 $4.63M 2.29% +340 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,818 shares; 2026Q1: 33,685 shares; 2026Q2: 46,582 shares; 2026Q3: 43,398 shares 43,398 $4.29M 2.12% -3,184 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: 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; 2026Q3: 16,532 shares 16,532 $3.82M 1.89% +327 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: 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; 2026Q3: 24,195 shares 24,195 $3.52M 1.74% +401 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; 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; 2026Q3: 27,069 shares 27,069 $3.5M 1.74% +427 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; 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; 2026Q3: 8,641 shares 8,641 $2.4M 1.19% +147 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; 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; 2026Q3: 13,635 shares 13,635 $2.23M 1.11% +369 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; 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; 2026Q3: 16,100 shares 16,100 $1.98M 0.98% -457 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,578 shares; 2026Q3: 15,770 shares 15,770 $839K 0.42% +9,192 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; 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; 2026Q3: 7,936 shares 7,936 $731K 0.36% -271 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: 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; 2026Q3: 1,000 shares 1,000 $552K 0.27% -3 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: 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; 2026Q3: 5,366 shares 5,366 $524K 0.26% -427 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; 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; 2026Q3: 905 shares 905 $479K 0.24% -41 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; 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; 2026Q3: 1,623 shares 1,623 $378K 0.19% +1 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: 618 shares; 2025Q1: 626 shares; 2025Q2: 635 shares; 2025Q3: 629 shares; 2025Q4: 355 shares; 2026Q1: 360 shares; 2026Q2: 2,805 shares; 2026Q3: 2,807 shares 2,807 $353K 0.17% +2 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: 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; 2026Q3: 1,527 shares 1,527 $340K 0.17% +3 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; 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; 2026Q3: 1,299 shares 1,299 $300K 0.15% -7 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; 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; 2026Q3: 578 shares 578 $292K 0.14% -23 Timeline