SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,994 shares; 2024Q4: 19,498 shares; 2025Q1: 20,051 shares; 2025Q2: 20,298 shares; 2025Q3: 19,479 shares; 2025Q4: 19,545 shares; 2026Q1: 17,292 shares; 2026Q2: 17,075 shares 17,075 $12.8M 7.59% -217 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: 52,480 shares; 2024Q4: 51,952 shares; 2025Q1: 52,576 shares; 2025Q2: 51,210 shares; 2025Q3: 49,981 shares; 2025Q4: 52,499 shares; 2026Q1: 29,952 shares; 2026Q2: 28,885 shares 28,885 $9.46M 5.63% -1,067 Timeline BIL 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: 38,691 shares; 2024Q4: 39,097 shares; 2025Q1: 37,526 shares; 2025Q2: 42,872 shares; 2025Q3: 50,355 shares; 2025Q4: 49,546 shares; 2026Q1: 69,736 shares; 2026Q2: 74,141 shares 74,141 $6.79M 4.04% +4,405 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 5,920 shares; 2025Q1: 8,445 shares; 2025Q2: 13,355 shares; 2025Q3: 23,202 shares; 2025Q4: 26,876 shares; 2026Q1: 38,690 shares; 2026Q2: 52,149 shares 52,149 $5.22M 3.11% +13,459 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,846 shares; 2024Q4: 89,063 shares; 2025Q1: 89,824 shares; 2025Q2: 90,218 shares; 2025Q3: 86,203 shares; 2025Q4: 87,686 shares; 2026Q1: 41,429 shares; 2026Q2: 36,428 shares 36,428 $4.98M 2.96% -5,001 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,011 shares; 2024Q4: 8,603 shares; 2025Q1: 8,954 shares; 2025Q2: 9,575 shares; 2025Q3: 10,594 shares; 2025Q4: 11,012 shares; 2026Q1: 9,178 shares; 2026Q2: 57,470 shares 57,470 $4.95M 2.95% +48,292 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,237 shares; 2024Q4: 74,510 shares; 2025Q1: 82,739 shares; 2025Q2: 89,056 shares; 2025Q3: 81,302 shares; 2025Q4: 83,821 shares; 2026Q1: 12,814 shares; 2026Q2: 13,260 shares 13,260 $4.74M 2.82% +446 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: 58,256 shares; 2024Q4: 56,751 shares; 2025Q1: 53,077 shares; 2025Q2: 69,450 shares; 2025Q3: 58,342 shares; 2025Q4: 56,227 shares; 2026Q1: 15,035 shares; 2026Q2: 14,511 shares 14,511 $4.2M 2.5% -524 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,017 shares; 2025Q3: 50,936 shares; 2025Q4: 63,568 shares; 2026Q1: 74,626 shares; 2026Q2: 91,717 shares 91,717 $4.17M 2.48% +17,091 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,818 shares; 2024Q4: 44,865 shares; 2025Q1: 45,005 shares; 2025Q2: 42,366 shares; 2025Q3: 38,293 shares; 2025Q4: 38,754 shares; 2026Q1: 31,885 shares; 2026Q2: 30,758 shares 30,758 $3.04M 1.81% -1,127 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,128 shares; 2024Q4: 11,866 shares; 2025Q1: 16,920 shares; 2025Q2: 14,730 shares; 2025Q3: 17,327 shares; 2025Q4: 20,925 shares; 2026Q1: 5,770 shares; 2026Q2: 6,203 shares 6,203 $2.96M 1.76% +433 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,785 shares; 2024Q4: 22,946 shares; 2025Q1: 24,196 shares; 2025Q2: 25,426 shares; 2025Q3: 25,376 shares; 2025Q4: 25,968 shares; 2026Q1: 24,928 shares; 2026Q2: 26,624 shares 26,624 $2.77M 1.65% +1,696 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 3,749 shares; 2025Q1: 4,024 shares; 2025Q2: 4,268 shares; 2025Q3: 4,505 shares; 2025Q4: 4,784 shares; 2026Q1: 3,671 shares; 2026Q2: 3,745 shares 3,745 $2.67M 1.59% +74 Timeline SJNK 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: 57,070 shares; 2024Q4: 57,545 shares; 2025Q1: 62,960 shares; 2025Q2: 61,740 shares; 2025Q3: 73,660 shares; 2025Q4: 90,514 shares; 2026Q1: 79,379 shares; 2026Q2: 98,996 shares 98,996 $2.48M 1.47% +19,617 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: 20,884 shares; 2024Q4: 24,142 shares; 2025Q1: 27,959 shares; 2025Q2: 24,693 shares; 2025Q3: 24,930 shares; 2025Q4: 30,039 shares; 2026Q1: 6,539 shares; 2026Q2: 6,537 shares 6,537 $2.44M 1.45% -2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,450 shares; 2024Q4: 24,668 shares; 2025Q1: 25,678 shares; 2025Q2: 26,570 shares; 2025Q3: 25,577 shares; 2025Q4: 26,135 shares; 2026Q1: 20,648 shares; 2026Q2: 21,473 shares 21,473 $2.34M 1.39% +825 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,450 shares; 2024Q4: 50,777 shares; 2025Q1: 57,723 shares; 2025Q2: 60,450 shares; 2025Q3: 48,448 shares; 2025Q4: 46,055 shares; 2026Q1: 20,283 shares; 2026Q2: 19,820 shares 19,820 $2.24M 1.34% -463 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,455 shares; 2024Q4: 3,636 shares; 2025Q1: 3,823 shares; 2025Q2: 3,870 shares; 2025Q3: 3,863 shares; 2025Q4: 3,991 shares; 2026Q1: 2,955 shares; 2026Q2: 3,035 shares 3,035 $2.24M 1.33% +80 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,568 shares; 2024Q4: 21,330 shares; 2025Q1: 19,506 shares; 2025Q2: 25,330 shares; 2025Q3: 18,615 shares; 2025Q4: 14,976 shares; 2026Q1: 8,705 shares; 2026Q2: 8,256 shares 8,256 $2.1M 1.25% -449 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,511 shares; 2025Q2: 18,887 shares; 2025Q3: 37,570 shares; 2025Q4: 41,483 shares; 2026Q1: 50,178 shares; 2026Q2: 63,845 shares 63,845 $2.02M 1.2% +13,667 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 821 shares; 2025Q1: 893 shares; 2025Q2: 14,325 shares; 2025Q3: 16,472 shares; 2025Q4: 18,503 shares; 2026Q1: 18,860 shares; 2026Q2: 20,079 shares 20,079 $1.85M 1.1% +1,219 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,949 shares; 2024Q4: 26,656 shares; 2025Q1: 27,135 shares; 2025Q2: 26,409 shares; 2025Q3: 25,361 shares; 2025Q4: 24,344 shares; 2026Q1: 23,002 shares; 2026Q2: 22,862 shares 22,862 $1.76M 1.05% -140 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,662 shares; 2025Q2: 12,763 shares; 2025Q3: 22,192 shares; 2025Q4: 24,436 shares; 2026Q1: 26,375 shares; 2026Q2: 34,701 shares 34,701 $1.75M 1.04% +8,326 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 22,860 shares; 2025Q3: 7,075 shares; 2025Q4: 8,425 shares; 2026Q1: 8,405 shares; 2026Q2: 8,988 shares 8,988 $1.72M 1.02% +583 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 413 shares; 2026Q1: 424 shares; 2026Q2: 5,599 shares 5,599 $1.69M 1% +5,175 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,534 shares; 2025Q1: 3,969 shares; 2025Q2: 4,771 shares; 2025Q3: 5,275 shares; 2025Q4: 5,909 shares; 2026Q1: 5,211 shares; 2026Q2: 7,457 shares 7,457 $1.63M 0.97% +2,246 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,163 shares; 2025Q1: 28,092 shares; 2025Q2: 25,662 shares; 2025Q3: 19,552 shares; 2025Q4: 3,212 shares; 2026Q1: not reported; 2026Q2: 3,713 shares 3,713 $1.61M 0.96% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,809 shares; 2024Q4: 66,947 shares; 2025Q1: 68,781 shares; 2025Q2: 70,765 shares; 2025Q3: 68,257 shares; 2025Q4: 67,285 shares; 2026Q1: 55,753 shares; 2026Q2: 57,981 shares 57,981 $1.56M 0.93% +2,228 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872 shares; 2024Q4: 2,866 shares; 2025Q1: 2,958 shares; 2025Q2: 2,881 shares; 2025Q3: 2,631 shares; 2025Q4: 2,632 shares; 2026Q1: 2,228 shares; 2026Q2: 2,074 shares 2,074 $1.55M 0.92% -154 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 755 shares; 2025Q1: 325 shares; 2025Q2: 698 shares; 2025Q3: 1,038 shares; 2025Q4: 1,284 shares; 2026Q1: 1,330 shares; 2026Q2: 1,926 shares 1,926 $1.46M 0.87% +596 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 5,243 shares; 2025Q1: 4,900 shares; 2025Q2: 7,583 shares; 2025Q3: 4,326 shares; 2025Q4: 4,138 shares; 2026Q1: 1,198 shares; 2026Q2: 1,195 shares 1,195 $1.43M 0.85% -3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,206 shares; 2024Q4: 10,721 shares; 2025Q1: 12,102 shares; 2025Q2: 11,106 shares; 2025Q3: 11,140 shares; 2025Q4: 10,764 shares; 2026Q1: 9,487 shares; 2026Q2: 9,616 shares 9,616 $1.43M 0.85% +129 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 5,271 shares; 2025Q4: 6,694 shares; 2026Q1: 7,164 shares; 2026Q2: 9,754 shares 9,754 $1.41M 0.84% +2,590 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: 62,991 shares; 2024Q4: 58,200 shares; 2025Q1: 56,468 shares; 2025Q2: 60,544 shares; 2025Q3: 66,780 shares; 2025Q4: 72,944 shares; 2026Q1: 5,969 shares; 2026Q2: 5,468 shares 5,468 $1.3M 0.78% -501 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 817 shares; 2026Q1: 815 shares; 2026Q2: 1,102 shares 1,102 $1.29M 0.77% +287 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,164 shares; 2024Q4: 202,843 shares; 2025Q1: 210,758 shares; 2025Q2: 205,191 shares; 2025Q3: 197,824 shares; 2025Q4: 198,892 shares; 2026Q1: 118,927 shares; 2026Q2: 116,480 shares 116,480 $1.26M 0.75% -2,447 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 2,503 shares; 2025Q1: 3,102 shares; 2025Q2: 3,006 shares; 2025Q3: 3,153 shares; 2025Q4: 3,604 shares; 2026Q1: 1,454 shares; 2026Q2: 1,877 shares 1,877 $1.23M 0.73% +423 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,533 shares; 2024Q4: 13,485 shares; 2025Q1: 13,443 shares; 2025Q2: 10,768 shares; 2025Q3: 10,056 shares; 2025Q4: 9,799 shares; 2026Q1: 4,504 shares; 2026Q2: 4,476 shares 4,476 $1.22M 0.72% -28 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: 57,354 shares; 2024Q4: 57,817 shares; 2025Q1: 78,450 shares; 2025Q2: 72,856 shares; 2025Q3: 72,014 shares; 2025Q4: 76,101 shares; 2026Q1: 6,316 shares; 2026Q2: 5,918 shares 5,918 $1.18M 0.7% -398 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,081 shares; 2024Q4: 11,042 shares; 2025Q1: 9,437 shares; 2025Q2: 8,237 shares; 2025Q3: 7,872 shares; 2025Q4: 7,772 shares; 2026Q1: 6,561 shares; 2026Q2: 5,161 shares 5,161 $1.15M 0.69% -1,400 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: 3,585 shares; 2024Q4: 3,484 shares; 2025Q1: 4,848 shares; 2025Q2: 2,029 shares; 2025Q3: 1,632 shares; 2025Q4: 1,621 shares; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $1.11M 0.66% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 2,114 shares; 2025Q4: 2,554 shares; 2026Q1: 2,449 shares; 2026Q2: 2,913 shares 2,913 $1.09M 0.65% +464 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 8,737 shares; 2025Q3: 18,246 shares; 2025Q4: 19,564 shares; 2026Q1: 22,849 shares; 2026Q2: 22,867 shares 22,867 $1.08M 0.64% +18 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,300 shares; 2024Q4: 50,735 shares; 2025Q1: 42,990 shares; 2025Q2: 54,228 shares; 2025Q3: 49,388 shares; 2025Q4: 44,343 shares; 2026Q1: 21,482 shares; 2026Q2: 21,392 shares 21,392 $1.07M 0.63% -90 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,166 shares 3,166 $1.06M 0.63% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,074 shares; 2024Q4: 19,888 shares; 2025Q1: 20,507 shares; 2025Q2: 20,396 shares; 2025Q3: 19,445 shares; 2025Q4: 19,883 shares; 2026Q1: 17,505 shares; 2026Q2: 17,273 shares 17,273 $1.06M 0.63% -232 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,320 shares; 2025Q1: 9,623 shares; 2025Q2: 16,484 shares; 2025Q3: 19,939 shares; 2025Q4: 20,555 shares; 2026Q1: 20,750 shares; 2026Q2: 20,692 shares 20,692 $1.06M 0.63% -58 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 244 shares; 2025Q1: 278 shares; 2025Q2: 295 shares; 2025Q3: 332 shares; 2025Q4: 353 shares; 2026Q1: 355 shares; 2026Q2: 330 shares 330 $1.05M 0.63% -25 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,070 shares; 2025Q2: 31,888 shares; 2025Q3: 45,606 shares; 2025Q4: 51,129 shares; 2026Q1: 54,222 shares; 2026Q2: 51,793 shares 51,793 $1.04M 0.62% -2,429 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: 3,609 shares; 2025Q1: 4,086 shares; 2025Q2: 3,684 shares; 2025Q3: 2,811 shares; 2025Q4: 2,793 shares; 2026Q1: 2,747 shares; 2026Q2: 2,629 shares 2,629 $1.03M 0.61% -118 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: 11,361 shares; 2024Q4: 11,957 shares; 2025Q1: 11,637 shares; 2025Q2: 6,452 shares; 2025Q3: 6,850 shares; 2025Q4: 5,509 shares; 2026Q1: not reported; 2026Q2: 887 shares 887 $1.02M 0.61% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,417 shares; 2025Q2: 3,064 shares; 2025Q3: 4,095 shares; 2025Q4: 4,600 shares; 2026Q1: 4,457 shares; 2026Q2: 4,566 shares 4,566 $997K 0.59% +109 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: 11,142 shares; 2024Q4: 11,141 shares; 2025Q1: 12,987 shares; 2025Q2: 13,097 shares; 2025Q3: 16,291 shares; 2025Q4: 23,258 shares; 2026Q1: 1,640 shares; 2026Q2: 1,722 shares 1,722 $970K 0.58% +82 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,465 shares; 2024Q4: 17,195 shares; 2025Q1: 18,967 shares; 2025Q2: 19,140 shares; 2025Q3: 19,855 shares; 2025Q4: 21,234 shares; 2026Q1: 25,081 shares; 2026Q2: 31,213 shares 31,213 $952K 0.57% +6,132 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; 2024Q3: 10,655 shares; 2024Q4: 15,206 shares; 2025Q1: 16,014 shares; 2025Q2: 10,631 shares; 2025Q3: 10,837 shares; 2025Q4: 3,030 shares; 2026Q1: 1,176 shares; 2026Q2: 1,279 shares 1,279 $925K 0.55% +103 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,205 shares; 2024Q4: 25,112 shares; 2025Q1: 28,382 shares; 2025Q2: 35,510 shares; 2025Q3: 41,054 shares; 2025Q4: 35,396 shares; 2026Q1: 1,635 shares; 2026Q2: 1,561 shares 1,561 $907K 0.54% -74 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 2,061 shares; 2025Q1: 1,902 shares; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 2,677 shares; 2026Q1: 2,087 shares; 2026Q2: 2,164 shares 2,164 $899K 0.54% +77 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: 102,202 shares; 2024Q4: 107,469 shares; 2025Q1: 94,355 shares; 2025Q2: 99,560 shares; 2025Q3: 93,873 shares; 2025Q4: 100,148 shares; 2026Q1: 5,743 shares; 2026Q2: 5,882 shares 5,882 $863K 0.51% +139 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 3,667 shares; 2025Q1: 7,291 shares; 2025Q2: 6,270 shares; 2025Q3: 5,824 shares; 2025Q4: 16,288 shares; 2026Q1: 4,175 shares; 2026Q2: 4,297 shares 4,297 $819K 0.49% +122 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,401 shares; 2025Q3: 2,441 shares; 2025Q4: 2,852 shares; 2026Q1: 2,940 shares; 2026Q2: 2,934 shares 2,934 $789K 0.47% -6 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,920 shares; 2025Q2: 1,789 shares; 2025Q3: 1,290 shares; 2025Q4: 1,267 shares; 2026Q1: 1,538 shares; 2026Q2: 3,020 shares 3,020 $787K 0.47% +1,482 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,914 shares; 2024Q4: 7,060 shares; 2025Q1: 9,987 shares; 2025Q2: 5,260 shares; 2025Q3: 5,280 shares; 2025Q4: 5,582 shares; 2026Q1: 886 shares; 2026Q2: 767 shares 767 $775K 0.46% -119 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,060 shares; 2024Q4: 5,492 shares; 2025Q1: 8,155 shares; 2025Q2: 6,179 shares; 2025Q3: 4,164 shares; 2025Q4: 4,108 shares; 2026Q1: 353 shares; 2026Q2: 383 shares 383 $762K 0.45% +30 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: 13,228 shares; 2024Q4: 14,576 shares; 2025Q1: 12,155 shares; 2025Q2: 11,797 shares; 2025Q3: 10,952 shares; 2025Q4: 16,052 shares; 2026Q1: 5,642 shares; 2026Q2: 4,517 shares 4,517 $749K 0.45% -1,125 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 9,048 shares; 2025Q1: 7,316 shares; 2025Q2: 5,578 shares; 2025Q3: 8,548 shares; 2025Q4: 8,433 shares; 2026Q1: 4,005 shares; 2026Q2: 3,896 shares 3,896 $720K 0.43% -109 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,166 shares; 2024Q4: 20,253 shares; 2025Q1: 20,064 shares; 2025Q2: 20,021 shares; 2025Q3: 17,066 shares; 2025Q4: 16,819 shares; 2026Q1: 14,033 shares; 2026Q2: 13,380 shares 13,380 $717K 0.43% -653 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 5,916 shares; 2025Q1: 6,291 shares; 2025Q2: 9,329 shares; 2025Q3: 13,176 shares; 2025Q4: 14,154 shares; 2026Q1: 7,686 shares; 2026Q2: 7,560 shares 7,560 $715K 0.43% -126 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,554 shares; 2024Q4: 8,503 shares; 2025Q1: 9,603 shares; 2025Q2: 10,836 shares; 2025Q3: 11,332 shares; 2025Q4: 12,207 shares; 2026Q1: 12,424 shares; 2026Q2: 16,264 shares 16,264 $709K 0.42% +3,840 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 2,083 shares; 2025Q1: 2,221 shares; 2025Q2: 2,298 shares; 2025Q3: 2,353 shares; 2025Q4: 2,389 shares; 2026Q1: 1,607 shares; 2026Q2: 1,332 shares 1,332 $696K 0.41% -275 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,275 shares 9,275 $685K 0.41% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,815 shares; 2024Q4: 93,479 shares; 2025Q1: 103,918 shares; 2025Q2: 105,889 shares; 2025Q3: 64,364 shares; 2025Q4: 67,332 shares; 2026Q1: 10,924 shares; 2026Q2: 11,385 shares 11,385 $649K 0.39% +461 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: 2,775 shares; 2024Q4: 2,645 shares; 2025Q1: 2,772 shares; 2025Q2: 6,369 shares; 2025Q3: 3,291 shares; 2025Q4: 3,703 shares; 2026Q1: 1,280 shares; 2026Q2: 1,223 shares 1,223 $628K 0.37% -57 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,393 shares; 2024Q4: 8,441 shares; 2025Q1: 7,236 shares; 2025Q2: 6,928 shares; 2025Q3: 10,313 shares; 2025Q4: 10,507 shares; 2026Q1: 1,511 shares; 2026Q2: 990 shares 990 $628K 0.37% -521 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,425 shares; 2025Q1: 2,155 shares; 2025Q2: 4,264 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,245 shares; 2026Q2: 7,113 shares 7,113 $619K 0.37% +3,868 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,962 shares 11,962 $597K 0.36% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,378 shares; 2024Q4: 4,340 shares; 2025Q1: 4,321 shares; 2025Q2: 4,312 shares; 2025Q3: 3,996 shares; 2025Q4: 3,930 shares; 2026Q1: 3,837 shares; 2026Q2: 3,777 shares 3,777 $597K 0.36% -60 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 reported; 2024Q4: not reported; 2025Q1: 964 shares; 2025Q2: 900 shares; 2025Q3: 592 shares; 2025Q4: 2,266 shares; 2026Q1: 502 shares; 2026Q2: 638 shares 638 $597K 0.36% +136 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,025 shares 7,025 $585K 0.35% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,393 shares; 2024Q4: 7,496 shares; 2025Q1: 7,432 shares; 2025Q2: 7,398 shares; 2025Q3: 7,014 shares; 2025Q4: 6,921 shares; 2026Q1: 5,949 shares; 2026Q2: 6,056 shares 6,056 $584K 0.35% +107 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,140 shares; 2024Q4: 4,514 shares; 2025Q1: 5,183 shares; 2025Q2: 4,954 shares; 2025Q3: 5,093 shares; 2025Q4: 5,132 shares; 2026Q1: 4,882 shares; 2026Q2: 3,111 shares 3,111 $563K 0.33% -1,771 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,818 shares; 2024Q4: 3,881 shares; 2025Q1: 2,753 shares; 2025Q2: 5,451 shares; 2025Q3: 3,245 shares; 2025Q4: 3,010 shares; 2026Q1: 974 shares; 2026Q2: 1,533 shares 1,533 $555K 0.33% +559 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,685 shares; 2024Q4: 13,031 shares; 2025Q1: 12,655 shares; 2025Q2: 14,008 shares; 2025Q3: 12,743 shares; 2025Q4: 12,573 shares; 2026Q1: 4,850 shares; 2026Q2: 10,568 shares 10,568 $554K 0.33% +5,718 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,462 shares; 2024Q4: 7,648 shares; 2025Q1: 7,657 shares; 2025Q2: 7,513 shares; 2025Q3: 6,630 shares; 2025Q4: 13,195 shares; 2026Q1: 11,577 shares; 2026Q2: 10,346 shares 10,346 $549K 0.33% -1,231 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,865 shares 7,865 $548K 0.33% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 6,321 shares; 2025Q1: 6,331 shares; 2025Q2: 7,292 shares; 2025Q3: 3,017 shares; 2025Q4: 3,192 shares; 2026Q1: 3,245 shares; 2026Q2: 3,606 shares 3,606 $546K 0.33% +361 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,628 shares 3,628 $530K 0.32% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 6,373 shares; 2025Q1: 6,377 shares; 2025Q2: 6,413 shares; 2025Q3: 5,987 shares; 2025Q4: 6,798 shares; 2026Q1: 5,844 shares; 2026Q2: 6,302 shares 6,302 $524K 0.31% +458 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,322 shares; 2024Q4: 9,649 shares; 2025Q1: 9,947 shares; 2025Q2: 9,673 shares; 2025Q3: 9,665 shares; 2025Q4: 9,781 shares; 2026Q1: 8,466 shares; 2026Q2: 8,761 shares 8,761 $523K 0.31% +295 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,687 shares; 2025Q4: 7,774 shares; 2026Q1: 7,626 shares; 2026Q2: 7,541 shares 7,541 $518K 0.31% -85 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: 11,538 shares; 2024Q4: 5,508 shares; 2025Q1: 9,173 shares; 2025Q2: 6,926 shares; 2025Q3: 10,224 shares; 2025Q4: 14,603 shares; 2026Q1: 1,269 shares; 2026Q2: 1,354 shares 1,354 $511K 0.3% +85 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 5,353 shares; 2025Q1: 5,674 shares; 2025Q2: 5,708 shares; 2025Q3: 5,558 shares; 2025Q4: 11,154 shares; 2026Q1: 10,227 shares; 2026Q2: 10,451 shares 10,451 $474K 0.28% +224 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,379 shares 5,379 $464K 0.28% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $457K 0.27% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $440K 0.26% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,451 shares; 2024Q4: 8,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,700 shares 4,700 $439K 0.26% new Timeline VDC 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: 2,552 shares; 2024Q4: 2,535 shares; 2025Q1: 2,516 shares; 2025Q2: 2,438 shares; 2025Q3: 2,058 shares; 2025Q4: 2,057 shares; 2026Q1: 1,908 shares; 2026Q2: 1,916 shares 1,916 $432K 0.26% +8 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,908 shares; 2026Q2: 3,911 shares 3,911 $428K 0.25% +3 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: 5,355 shares; 2024Q4: 2,401 shares; 2025Q1: 2,597 shares; 2025Q2: 7,930 shares; 2025Q3: 6,009 shares; 2025Q4: 6,808 shares; 2026Q1: 1,314 shares; 2026Q2: 1,233 shares 1,233 $423K 0.25% -81 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,795 shares; 2026Q2: 5,353 shares 5,353 $415K 0.25% +2,558 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares 796 $390K 0.23% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,625 shares 2,625 $384K 0.23% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,230 shares 3,230 $383K 0.23% new Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,197 shares 5,197 $368K 0.22% new 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; 2024Q3: 4,927 shares; 2024Q4: 4,396 shares; 2025Q1: 8,820 shares; 2025Q2: 11,406 shares; 2025Q3: 6,122 shares; 2025Q4: 7,081 shares; 2026Q1: not reported; 2026Q2: 1,201 shares 1,201 $358K 0.21% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,411 shares; 2024Q4: 11,520 shares; 2025Q1: 8,725 shares; 2025Q2: 7,076 shares; 2025Q3: 7,806 shares; 2025Q4: 10,048 shares; 2026Q1: 7,488 shares; 2026Q2: 6,788 shares 6,788 $357K 0.21% -700 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,828 shares; 2025Q1: 2,726 shares; 2025Q2: 2,809 shares; 2025Q3: 4,149 shares; 2025Q4: 3,450 shares; 2026Q1: 1,293 shares; 2026Q2: 1,225 shares 1,225 $345K 0.2% -68 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,519 shares; 2024Q4: 23,231 shares; 2025Q1: 10,116 shares; 2025Q2: 29,318 shares; 2025Q3: 29,632 shares; 2025Q4: 9,734 shares; 2026Q1: 4,069 shares; 2026Q2: 4,109 shares 4,109 $334K 0.2% +40 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,057 shares; 2024Q4: 3,663 shares; 2025Q1: 3,645 shares; 2025Q2: 3,804 shares; 2025Q3: 3,590 shares; 2025Q4: 3,445 shares; 2026Q1: 2,290 shares; 2026Q2: 2,066 shares 2,066 $328K 0.2% -224 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,395 shares 3,395 $327K 0.19% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,046 shares 2,046 $321K 0.19% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,617 shares; 2024Q4: 7,128 shares; 2025Q1: 8,382 shares; 2025Q2: 11,038 shares; 2025Q3: 7,243 shares; 2025Q4: 10,352 shares; 2026Q1: 1,496 shares; 2026Q2: 1,439 shares 1,439 $317K 0.19% -57 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,212 shares; 2024Q4: 6,447 shares; 2025Q1: 8,167 shares; 2025Q2: 8,455 shares; 2025Q3: 5,176 shares; 2025Q4: 7,894 shares; 2026Q1: 842 shares; 2026Q2: 861 shares 861 $304K 0.18% +19 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,909 shares 4,909 $299K 0.18% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,278 shares; 2025Q1: 1,279 shares; 2025Q2: 1,280 shares; 2025Q3: 1,281 shares; 2025Q4: 1,282 shares; 2026Q1: 1,255 shares; 2026Q2: 1,255 shares 1,255 $299K 0.18% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,826 shares; 2025Q4: 5,386 shares; 2026Q1: 3,902 shares; 2026Q2: 3,852 shares 3,852 $291K 0.17% -50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,350 shares; 2024Q4: 3,812 shares; 2025Q1: 3,255 shares; 2025Q2: 4,209 shares; 2025Q3: 3,074 shares; 2025Q4: 2,972 shares; 2026Q1: 1,916 shares; 2026Q2: 1,492 shares 1,492 $283K 0.17% -424 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 4,718 shares; 2025Q1: 4,674 shares; 2025Q2: 4,573 shares; 2025Q3: 4,411 shares; 2025Q4: 4,131 shares; 2026Q1: 3,246 shares; 2026Q2: 2,932 shares 2,932 $281K 0.17% -314 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,334 shares; 2024Q4: 10,044 shares; 2025Q1: 10,227 shares; 2025Q2: 15,432 shares; 2025Q3: 10,047 shares; 2025Q4: 10,549 shares; 2026Q1: 7,663 shares; 2026Q2: 3,313 shares 3,313 $274K 0.16% -4,350 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,831 shares; 2024Q4: 8,831 shares; 2025Q1: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 8,831 shares; 2025Q4: 8,831 shares; 2026Q1: 8,831 shares; 2026Q2: 8,831 shares 8,831 $271K 0.16% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 2,139 shares; 2025Q1: 2,052 shares; 2025Q2: 1,938 shares; 2025Q3: 1,719 shares; 2025Q4: 1,741 shares; 2026Q1: 737 shares; 2026Q2: 735 shares 735 $271K 0.16% -2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,725 shares; 2024Q4: 15,525 shares; 2025Q1: 15,725 shares; 2025Q2: 13,525 shares; 2025Q3: 14,050 shares; 2025Q4: 15,850 shares; 2026Q1: 14,350 shares; 2026Q2: 14,050 shares 14,050 $269K 0.16% -300 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,655 shares; 2025Q4: 1,640 shares; 2026Q1: 1,594 shares; 2026Q2: 1,499 shares 1,499 $265K 0.16% -95 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,091 shares; 2024Q4: 16,882 shares; 2025Q1: 15,583 shares; 2025Q2: 16,017 shares; 2025Q3: 15,088 shares; 2025Q4: 24,483 shares; 2026Q1: 6,793 shares; 2026Q2: 6,187 shares 6,187 $262K 0.16% -606 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,450 shares; 2025Q1: 2,297 shares; 2025Q2: 2,258 shares; 2025Q3: 2,040 shares; 2025Q4: 2,066 shares; 2026Q1: 1,491 shares; 2026Q2: 1,375 shares 1,375 $255K 0.15% -116 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,506 shares; 2024Q4: 5,242 shares; 2025Q1: 4,840 shares; 2025Q2: 4,824 shares; 2025Q3: 4,854 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,165 shares 2,165 $254K 0.15% new Timeline KRE 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: 21,372 shares; 2024Q4: 21,477 shares; 2025Q1: 21,879 shares; 2025Q2: 19,914 shares; 2025Q3: 19,756 shares; 2025Q4: 16,671 shares; 2026Q1: 3,429 shares; 2026Q2: 3,372 shares 3,372 $252K 0.15% -57 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,379 shares; 2024Q4: 15,764 shares; 2025Q1: 11,314 shares; 2025Q2: 7,104 shares; 2025Q3: 6,689 shares; 2025Q4: 9,829 shares; 2026Q1: 8,333 shares; 2026Q2: 5,333 shares 5,333 $248K 0.15% -3,000 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,086 shares 1,086 $243K 0.14% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 1,100 shares; 2026Q2: 1,193 shares 1,193 $240K 0.14% +93 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 21,800 shares; 2025Q4: 23,000 shares; 2026Q1: 39,500 shares; 2026Q2: 37,500 shares 37,500 $237K 0.14% -2,000 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 4,037 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares; 2026Q1: 3,303 shares; 2026Q2: 3,102 shares 3,102 $234K 0.14% -201 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,036 shares 1,036 $229K 0.14% new Timeline S&P GLOBAL INC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $219K 0.13% new ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,854 shares; 2024Q4: 11,307 shares; 2025Q1: 11,797 shares; 2025Q2: 7,865 shares; 2025Q3: 2,820 shares; 2025Q4: 3,570 shares; 2026Q1: 3,723 shares; 2026Q2: 2,193 shares 2,193 $213K 0.13% -1,530 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 987 shares 987 $206K 0.12% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,127 shares; 2024Q4: 15,692 shares; 2025Q1: 7,515 shares; 2025Q2: 46,651 shares; 2025Q3: 23,599 shares; 2025Q4: 13,011 shares; 2026Q1: not reported; 2026Q2: 3,578 shares 3,578 $206K 0.12% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,876 shares; 2024Q4: 7,502 shares; 2025Q1: 6,563 shares; 2025Q2: 8,799 shares; 2025Q3: 6,542 shares; 2025Q4: 6,794 shares; 2026Q1: 457 shares; 2026Q2: 410 shares 410 $205K 0.12% -47 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $202K 0.12% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,700 shares; 2026Q2: 11,200 shares 11,200 $151K 0.09% -500 Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,938 shares; 2026Q2: 10,938 shares 10,938 $148K 0.09% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,268 shares; 2026Q1: 236,278 shares; 2026Q2: 206,329 shares 206,329 $141K 0.08% -29,949 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 11,500 shares; 2025Q2: 21,500 shares; 2025Q3: 23,000 shares; 2025Q4: 33,000 shares; 2026Q1: 33,000 shares; 2026Q2: 33,000 shares 33,000 $92.1K 0.05% 0 Timeline