NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,820 shares; 2024Q4: 233,435 shares; 2025Q1: 234,309 shares; 2025Q2: 234,581 shares; 2025Q3: 234,489 shares; 2025Q4: 234,518 shares; 2026Q1: 234,455 shares; 2026Q2: 234,396 shares 234,396 $46.9M 21.84% -59 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: 67,480 shares; 2024Q4: 66,497 shares; 2025Q1: 66,603 shares; 2025Q2: 65,330 shares; 2025Q3: 66,592 shares; 2025Q4: 66,436 shares; 2026Q1: 66,442 shares; 2026Q2: 66,421 shares 66,421 $19.2M 8.95% -21 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: 37,214 shares; 2024Q4: 37,092 shares; 2025Q1: 35,630 shares; 2025Q2: 31,536 shares; 2025Q3: 31,884 shares; 2025Q4: 31,909 shares; 2026Q1: 31,941 shares; 2026Q2: 31,391 shares 31,391 $18.2M 8.49% -550 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 16,580 shares; 2025Q1: 16,820 shares; 2025Q2: 16,910 shares; 2025Q3: 16,940 shares; 2025Q4: 16,965 shares; 2026Q1: 22,609 shares; 2026Q2: 22,659 shares 22,659 $7.73M 3.6% +50 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,895 shares; 2024Q4: 45,845 shares; 2025Q1: 45,755 shares; 2025Q2: 46,080 shares; 2025Q3: 46,080 shares; 2025Q4: 45,980 shares; 2026Q1: 45,980 shares; 2026Q2: 45,720 shares 45,720 $7.02M 3.27% -260 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: 4,750 shares; 2024Q4: 4,906 shares; 2025Q1: 5,028 shares; 2025Q2: 5,028 shares; 2025Q3: 5,234 shares; 2025Q4: 5,207 shares; 2026Q1: 5,203 shares; 2026Q2: 5,210 shares 5,210 $6.25M 2.91% +7 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: 14,460 shares; 2025Q1: not reported; 2025Q2: 14,498 shares; 2025Q3: not reported; 2025Q4: 14,475 shares; 2026Q1: 14,441 shares; 2026Q2: 14,387 shares 14,387 $6.23M 2.9% -54 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: 15,146 shares; 2024Q4: 15,177 shares; 2025Q1: 15,787 shares; 2025Q2: 16,275 shares; 2025Q3: 16,165 shares; 2025Q4: 16,228 shares; 2026Q1: 16,224 shares; 2026Q2: 16,223 shares 16,223 $6.13M 2.85% -1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 5,323 shares; 2025Q1: 5,393 shares; 2025Q2: 5,578 shares; 2025Q3: 6,484 shares; 2025Q4: 6,451 shares; 2026Q1: 5,941 shares; 2026Q2: 5,074 shares 5,074 $5.86M 2.73% -867 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: 11,318 shares; 2024Q4: 11,218 shares; 2025Q1: 11,213 shares; 2025Q2: 11,214 shares; 2025Q3: 11,229 shares; 2025Q4: 11,273 shares; 2026Q1: 11,294 shares; 2026Q2: 11,325 shares 11,325 $4.05M 1.88% +31 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: 3,740 shares; 2024Q4: 3,845 shares; 2025Q1: 4,127 shares; 2025Q2: 4,026 shares; 2025Q3: 4,125 shares; 2025Q4: 4,141 shares; 2026Q1: 4,121 shares; 2026Q2: 4,091 shares 4,091 $3.12M 1.45% -30 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: 5,891 shares; 2024Q4: 5,871 shares; 2025Q1: 5,868 shares; 2025Q2: 5,568 shares; 2025Q3: 5,587 shares; 2025Q4: 5,626 shares; 2026Q1: 5,633 shares; 2026Q2: 5,461 shares 5,461 $3.08M 1.43% -172 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,080 shares; 2024Q4: 8,065 shares; 2025Q1: 8,065 shares; 2025Q2: 8,065 shares; 2025Q3: 8,084 shares; 2025Q4: 8,099 shares; 2026Q1: 8,099 shares; 2026Q2: 8,134 shares 8,134 $2.87M 1.34% +35 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: 6,727 shares; 2024Q4: 6,686 shares; 2025Q1: 7,110 shares; 2025Q2: 7,419 shares; 2025Q3: 7,533 shares; 2025Q4: 7,643 shares; 2026Q1: 7,674 shares; 2026Q2: 7,713 shares 7,713 $2.52M 1.18% +39 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: 8,433 shares; 2024Q4: 8,958 shares; 2025Q1: 9,101 shares; 2025Q2: 9,136 shares; 2025Q3: 8,853 shares; 2025Q4: 8,853 shares; 2026Q1: 8,683 shares; 2026Q2: 8,449 shares 8,449 $2.52M 1.17% -234 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,254 shares; 2025Q1: 4,464 shares; 2025Q2: 4,589 shares; 2025Q3: 5,226 shares; 2025Q4: 5,461 shares; 2026Q1: 5,445 shares; 2026Q2: 5,544 shares 5,544 $2.31M 1.07% +99 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: 1,500 shares; 2024Q4: 1,633 shares; 2025Q1: 1,728 shares; 2025Q2: 1,703 shares; 2025Q3: 1,854 shares; 2025Q4: 1,909 shares; 2026Q1: 1,910 shares; 2026Q2: 1,882 shares 1,882 $2.21M 1.03% -28 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: 8,328 shares; 2024Q4: 8,359 shares; 2025Q1: 8,333 shares; 2025Q2: 8,373 shares; 2025Q3: 8,347 shares; 2025Q4: 8,350 shares; 2026Q1: 8,353 shares; 2026Q2: 8,572 shares 8,572 $2.16M 1% +219 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 5,507 shares; 2025Q1: 5,558 shares; 2025Q2: 5,560 shares; 2025Q3: 5,602 shares; 2025Q4: 5,598 shares; 2026Q1: 5,633 shares; 2026Q2: 5,623 shares 5,623 $1.9M 0.89% -10 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: 5,031 shares; 2024Q4: 4,884 shares; 2025Q1: 4,701 shares; 2025Q2: 4,762 shares; 2025Q3: 4,764 shares; 2025Q4: 4,768 shares; 2026Q1: 4,704 shares; 2026Q2: 4,660 shares 4,660 $1.74M 0.81% -44 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: 10,356 shares; 2024Q4: 10,175 shares; 2025Q1: 10,084 shares; 2025Q2: 10,102 shares; 2025Q3: 9,995 shares; 2025Q4: 9,842 shares; 2026Q1: 9,507 shares; 2026Q2: 8,932 shares 8,932 $1.65M 0.77% -575 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: 12,521 shares; 2024Q4: 12,336 shares; 2025Q1: 12,505 shares; 2025Q2: 12,717 shares; 2025Q3: 12,797 shares; 2025Q4: 12,901 shares; 2026Q1: 13,201 shares; 2026Q2: 13,303 shares 13,303 $1.56M 0.73% +102 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: 4,723 shares; 2024Q4: 5,152 shares; 2025Q1: 6,080 shares; 2025Q2: 6,700 shares; 2025Q3: 6,803 shares; 2025Q4: 6,786 shares; 2026Q1: 6,617 shares; 2026Q2: 6,329 shares 6,329 $1.51M 0.7% -288 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: 2,729 shares; 2024Q4: 2,755 shares; 2025Q1: 2,830 shares; 2025Q2: 2,848 shares; 2025Q3: 2,854 shares; 2025Q4: 2,853 shares; 2026Q1: 2,853 shares; 2026Q2: 2,854 shares 2,854 $1.47M 0.68% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,962 shares; 2024Q4: 2,902 shares; 2025Q1: 3,081 shares; 2025Q2: 3,155 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares; 2026Q1: 3,388 shares; 2026Q2: 3,423 shares 3,423 $1.46M 0.68% +35 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 778 shares; 2025Q2: 833 shares; 2025Q3: 934 shares; 2025Q4: 1,256 shares; 2026Q1: 1,334 shares; 2026Q2: 1,369 shares 1,369 $1.38M 0.64% +35 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,831 shares; 2024Q4: 10,916 shares; 2025Q1: 10,850 shares; 2025Q2: 10,255 shares; 2025Q3: 10,326 shares; 2025Q4: 10,428 shares; 2026Q1: 9,604 shares; 2026Q2: 9,436 shares 9,436 $1.38M 0.64% -168 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: 3,577 shares; 2024Q4: 3,496 shares; 2025Q1: 3,606 shares; 2025Q2: 3,636 shares; 2025Q3: 3,635 shares; 2025Q4: 3,629 shares; 2026Q1: 3,629 shares; 2026Q2: 3,720 shares 3,720 $1.31M 0.61% +91 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,700 shares; 2024Q4: 8,978 shares; 2025Q1: 9,638 shares; 2025Q2: 10,398 shares; 2025Q3: 10,353 shares; 2025Q4: 10,496 shares; 2026Q1: 10,654 shares; 2026Q2: 11,226 shares 11,226 $1.31M 0.61% +572 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: 10,475 shares; 2024Q4: 9,732 shares; 2025Q1: 9,704 shares; 2025Q2: 9,053 shares; 2025Q3: 9,031 shares; 2025Q4: 8,969 shares; 2026Q1: 9,052 shares; 2026Q2: 9,239 shares 9,239 $1.26M 0.59% +187 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: 3,957 shares; 2024Q4: 3,715 shares; 2025Q1: 3,696 shares; 2025Q2: 3,703 shares; 2025Q3: 3,477 shares; 2025Q4: 3,385 shares; 2026Q1: 3,365 shares; 2026Q2: 3,320 shares 3,320 $1.2M 0.56% -45 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,536 shares; 2024Q4: 3,627 shares; 2025Q1: 3,592 shares; 2025Q2: 3,580 shares; 2025Q3: 3,561 shares; 2025Q4: 3,551 shares; 2026Q1: 3,522 shares; 2026Q2: 3,518 shares 3,518 $1.2M 0.56% -4 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: 1,507 shares; 2024Q4: 1,787 shares; 2025Q1: 2,312 shares; 2025Q2: 2,333 shares; 2025Q3: 2,328 shares; 2025Q4: 2,398 shares; 2026Q1: 2,380 shares; 2026Q2: 2,378 shares 2,378 $1.14M 0.53% -2 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,116 shares; 2025Q2: 3,166 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,161 shares; 2026Q2: 3,142 shares 3,142 $1.08M 0.5% -19 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,443 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares; 2026Q2: 1,443 shares 1,443 $1.08M 0.5% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,940 shares; 2025Q3: 3,963 shares; 2025Q4: 3,970 shares; 2026Q1: 4,058 shares; 2026Q2: 4,079 shares 4,079 $1.04M 0.49% +21 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 958 shares; 2025Q1: 974 shares; 2025Q2: 951 shares; 2025Q3: 946 shares; 2025Q4: 907 shares; 2026Q1: 911 shares; 2026Q2: 1,056 shares 1,056 $1.03M 0.48% +145 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,230 shares; 2024Q4: 46,455 shares; 2025Q1: 46,390 shares; 2025Q2: 45,990 shares; 2025Q3: 46,010 shares; 2025Q4: 45,715 shares; 2026Q1: 45,735 shares; 2026Q2: 45,610 shares 45,610 $1.03M 0.48% -125 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,820 shares; 2024Q4: 4,820 shares; 2025Q1: 4,820 shares; 2025Q2: 4,820 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares; 2026Q1: 4,820 shares; 2026Q2: 4,820 shares 4,820 $995K 0.46% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 7,271 shares; 2025Q1: 4,767 shares; 2025Q2: 4,021 shares; 2025Q3: 3,905 shares; 2025Q4: 3,914 shares; 2026Q1: 2,362 shares; 2026Q2: 2,264 shares 2,264 $977K 0.45% -98 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,313 shares; 2025Q1: 2,363 shares; 2025Q2: 2,392 shares; 2025Q3: 2,425 shares; 2025Q4: 2,432 shares; 2026Q1: 2,457 shares; 2026Q2: 2,551 shares 2,551 $957K 0.45% +94 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: 5,339 shares; 2024Q4: 5,195 shares; 2025Q1: 5,427 shares; 2025Q2: 4,978 shares; 2025Q3: 5,020 shares; 2025Q4: 5,018 shares; 2026Q1: 5,003 shares; 2026Q2: 5,035 shares 5,035 $955K 0.44% +32 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,855 shares; 2024Q4: 5,809 shares; 2025Q1: 6,162 shares; 2025Q2: 8,368 shares; 2025Q3: 10,283 shares; 2025Q4: 9,981 shares; 2026Q1: 9,848 shares; 2026Q2: 10,561 shares 10,561 $918K 0.43% +713 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: 6,398 shares; 2024Q4: 6,437 shares; 2025Q1: 6,391 shares; 2025Q2: 6,135 shares; 2025Q3: 6,036 shares; 2025Q4: 6,035 shares; 2026Q1: 5,953 shares; 2026Q2: 5,940 shares 5,940 $900K 0.42% -13 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: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,035 shares; 2025Q4: 2,040 shares; 2026Q1: 2,043 shares; 2026Q2: 2,043 shares 2,043 $859K 0.4% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $830K 0.39% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 5,586 shares; 2025Q1: 5,580 shares; 2025Q2: 5,578 shares; 2025Q3: 5,581 shares; 2025Q4: 5,499 shares; 2026Q1: 5,503 shares; 2026Q2: 5,511 shares 5,511 $789K 0.37% +8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,752 shares; 2025Q1: 1,737 shares; 2025Q2: 1,622 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $781K 0.36% 0 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: 739 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 694 shares; 2025Q3: 780 shares; 2025Q4: 792 shares; 2026Q1: 767 shares; 2026Q2: 779 shares 779 $728K 0.34% +12 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,222 shares; 2025Q2: 5,222 shares; 2025Q3: 5,222 shares; 2025Q4: 5,222 shares; 2026Q1: 5,222 shares; 2026Q2: 5,222 shares 5,222 $718K 0.33% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 2,505 shares; 2025Q1: 2,441 shares; 2025Q2: 2,458 shares; 2025Q3: 2,608 shares; 2025Q4: 2,568 shares; 2026Q1: 2,519 shares; 2026Q2: 2,363 shares 2,363 $704K 0.33% -156 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,672 shares; 2024Q4: 7,627 shares; 2025Q1: 9,172 shares; 2025Q2: 9,425 shares; 2025Q3: 9,944 shares; 2025Q4: 10,113 shares; 2026Q1: 10,008 shares; 2026Q2: 9,658 shares 9,658 $697K 0.32% -350 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: 5,420 shares; 2024Q4: 5,361 shares; 2025Q1: 5,386 shares; 2025Q2: 5,381 shares; 2025Q3: 5,365 shares; 2025Q4: 5,227 shares; 2026Q1: 4,736 shares; 2026Q2: 4,398 shares 4,398 $689K 0.32% -338 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 3,189 shares; 2025Q1: 2,936 shares; 2025Q2: 2,711 shares; 2025Q3: 2,646 shares; 2025Q4: 2,640 shares; 2026Q1: 2,611 shares; 2026Q2: 2,444 shares 2,444 $687K 0.32% -167 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: 12,041 shares; 2024Q4: 11,964 shares; 2025Q1: 14,661 shares; 2025Q2: 13,781 shares; 2025Q3: 11,764 shares; 2025Q4: 11,774 shares; 2026Q1: 11,804 shares; 2026Q2: 11,808 shares 11,808 $680K 0.32% +4 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: 2,957 shares; 2024Q4: 2,860 shares; 2025Q1: 2,949 shares; 2025Q2: 3,015 shares; 2025Q3: 3,049 shares; 2025Q4: 3,053 shares; 2026Q1: 3,007 shares; 2026Q2: 3,065 shares 3,065 $676K 0.31% +58 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: 1,307 shares; 2024Q4: 1,277 shares; 2025Q1: 1,247 shares; 2025Q2: 1,300 shares; 2025Q3: 1,224 shares; 2025Q4: 1,250 shares; 2026Q1: 1,197 shares; 2026Q2: 1,296 shares 1,296 $649K 0.3% +99 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,953 shares; 2025Q4: 4,147 shares; 2026Q1: 5,426 shares; 2026Q2: 6,241 shares 6,241 $626K 0.29% +815 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222 shares; 2024Q4: 2,442 shares; 2025Q1: 2,162 shares; 2025Q2: 2,107 shares; 2025Q3: 2,088 shares; 2025Q4: 2,073 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares 2,073 $623K 0.29% 0 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: 2,773 shares 2,773 $621K 0.29% new 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: 2,773 shares 2,773 $613K 0.29% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 1,317 shares; 2025Q1: 1,299 shares; 2025Q2: 1,287 shares; 2025Q3: 1,223 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares 1,191 $597K 0.28% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,486 shares; 2026Q2: 2,322 shares 2,322 $591K 0.28% +836 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: 7,808 shares; 2024Q4: 7,777 shares; 2025Q1: 7,751 shares; 2025Q2: 8,001 shares; 2025Q3: 7,952 shares; 2025Q4: 7,947 shares; 2026Q1: 6,881 shares; 2026Q2: 6,490 shares 6,490 $589K 0.27% -391 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,335 shares; 2025Q1: 1,518 shares; 2025Q2: 1,500 shares; 2025Q3: 1,519 shares; 2025Q4: 1,469 shares; 2026Q1: 1,485 shares; 2026Q2: 1,480 shares 1,480 $589K 0.27% -5 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: 1,329 shares; 2024Q4: 1,334 shares; 2025Q1: 1,990 shares; 2025Q2: 1,970 shares; 2025Q3: 2,101 shares; 2025Q4: 2,090 shares; 2026Q1: 2,096 shares; 2026Q2: 2,090 shares 2,090 $588K 0.27% -6 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: 5,864 shares; 2024Q4: 5,472 shares; 2025Q1: 5,475 shares; 2025Q2: 5,478 shares; 2025Q3: 5,481 shares; 2025Q4: 5,533 shares; 2026Q1: 6,155 shares; 2026Q2: 6,206 shares 6,206 $573K 0.27% +51 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: 2,617 shares; 2024Q4: 2,208 shares; 2025Q1: 2,167 shares; 2025Q2: 2,143 shares; 2025Q3: 2,135 shares; 2025Q4: 2,119 shares; 2026Q1: 2,103 shares; 2026Q2: 2,104 shares 2,104 $569K 0.26% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,835 shares; 2025Q3: 4,835 shares; 2025Q4: 4,835 shares; 2026Q1: 4,775 shares; 2026Q2: 4,885 shares 4,885 $558K 0.26% +110 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,462 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,447 shares 1,447 $513K 0.24% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,189 shares; 2024Q4: 6,691 shares; 2025Q1: 6,612 shares; 2025Q2: 6,515 shares; 2025Q3: 6,419 shares; 2025Q4: 6,372 shares; 2026Q1: 6,375 shares; 2026Q2: 6,300 shares 6,300 $513K 0.24% -75 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,752 shares; 2025Q1: not reported; 2025Q2: 2,785 shares; 2025Q3: not reported; 2025Q4: 2,735 shares; 2026Q1: 2,743 shares; 2026Q2: 3,009 shares 3,009 $511K 0.24% +266 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,775 shares; 2024Q4: 13,785 shares; 2025Q1: 14,306 shares; 2025Q2: 14,423 shares; 2025Q3: 14,593 shares; 2025Q4: 14,712 shares; 2026Q1: 14,738 shares; 2026Q2: 14,798 shares 14,798 $473K 0.22% +60 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,320 shares; 2024Q4: 19,042 shares; 2025Q1: 21,287 shares; 2025Q2: 21,326 shares; 2025Q3: 21,811 shares; 2025Q4: 23,461 shares; 2026Q1: 25,559 shares; 2026Q2: 25,651 shares 25,651 $455K 0.21% +92 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,175 shares; 2024Q4: 14,235 shares; 2025Q1: 13,985 shares; 2025Q2: 13,560 shares; 2025Q3: 13,525 shares; 2025Q4: 13,290 shares; 2026Q1: 12,690 shares; 2026Q2: 12,690 shares 12,690 $449K 0.21% 0 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: 2,699 shares; 2024Q4: 2,602 shares; 2025Q1: 2,036 shares; 2025Q2: 1,855 shares; 2025Q3: 1,710 shares; 2025Q4: 1,684 shares; 2026Q1: 1,699 shares; 2026Q2: 1,700 shares 1,700 $432K 0.2% +1 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 593 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 619 shares; 2026Q2: 620 shares 620 $426K 0.2% +1 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 786 shares; 2025Q4: 4,035 shares; 2026Q1: 4,130 shares; 2026Q2: 4,130 shares 4,130 $410K 0.19% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,356 shares; 2024Q4: 3,181 shares; 2025Q1: 3,256 shares; 2025Q2: 3,662 shares; 2025Q3: 3,798 shares; 2025Q4: 3,759 shares; 2026Q1: 3,956 shares; 2026Q2: 4,008 shares 4,008 $410K 0.19% +52 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,201 shares; 2024Q4: 3,261 shares; 2025Q1: 3,425 shares; 2025Q2: 3,395 shares; 2025Q3: 4,087 shares; 2025Q4: 4,700 shares; 2026Q1: 4,600 shares; 2026Q2: 2,879 shares 2,879 $406K 0.19% -1,721 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,199 shares; 2025Q2: 5,509 shares; 2025Q3: 6,397 shares; 2025Q4: 6,464 shares; 2026Q1: 6,513 shares; 2026Q2: 6,648 shares 6,648 $402K 0.19% +135 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: 1,025 shares; 2026Q2: 1,195 shares 1,195 $400K 0.19% +170 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $400K 0.19% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 968 shares; 2025Q3: 1,373 shares; 2025Q4: 1,583 shares; 2026Q1: 1,653 shares; 2026Q2: 1,803 shares 1,803 $390K 0.18% +150 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 3,636 shares; 2025Q1: 3,329 shares; 2025Q2: 3,076 shares; 2025Q3: 3,003 shares; 2025Q4: 3,007 shares; 2026Q1: 3,010 shares; 2026Q2: 3,029 shares 3,029 $389K 0.18% +19 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: 1,588 shares; 2024Q4: 1,479 shares; 2025Q1: 1,437 shares; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 968 shares; 2026Q1: 922 shares; 2026Q2: 923 shares 923 $384K 0.18% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 5,804 shares; 2025Q1: 5,819 shares; 2025Q2: 5,548 shares; 2025Q3: 5,807 shares; 2025Q4: 5,318 shares; 2026Q1: 4,866 shares; 2026Q2: 4,871 shares 4,871 $357K 0.17% +5 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 4,101 shares; 2025Q1: 4,019 shares; 2025Q2: 4,218 shares; 2025Q3: 4,168 shares; 2025Q4: 3,773 shares; 2026Q1: 3,586 shares; 2026Q2: 3,591 shares 3,591 $353K 0.16% +5 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,186 shares; 2025Q2: 1,126 shares; 2025Q3: 1,232 shares; 2025Q4: 1,222 shares; 2026Q1: 1,237 shares; 2026Q2: 1,393 shares 1,393 $346K 0.16% +156 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $339K 0.16% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $330K 0.15% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 4,632 shares 4,632 $328K 0.15% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,670 shares; 2024Q4: 6,040 shares; 2025Q1: 6,165 shares; 2025Q2: 6,155 shares; 2025Q3: 5,842 shares; 2025Q4: 5,782 shares; 2026Q1: 5,782 shares; 2026Q2: 5,782 shares 5,782 $313K 0.15% 0 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: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,548 shares; 2025Q2: 1,523 shares; 2025Q3: 1,468 shares; 2025Q4: 1,442 shares; 2026Q1: 1,401 shares; 2026Q2: 1,402 shares 1,402 $312K 0.15% +1 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares; 2026Q2: 1,595 shares 1,595 $308K 0.14% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,709 shares; 2025Q1: 1,454 shares; 2025Q2: 1,259 shares; 2025Q3: 1,147 shares; 2025Q4: not reported; 2026Q1: 1,153 shares; 2026Q2: 1,166 shares 1,166 $298K 0.14% +13 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: 2,884 shares; 2024Q4: 2,690 shares; 2025Q1: 2,413 shares; 2025Q2: 2,248 shares; 2025Q3: 2,183 shares; 2025Q4: 2,144 shares; 2026Q1: 2,019 shares; 2026Q2: 1,999 shares 1,999 $293K 0.14% -20 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $284K 0.13% new 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: 3,432 shares; 2024Q4: 3,133 shares; 2025Q1: 3,000 shares; 2025Q2: 2,961 shares; 2025Q3: 2,984 shares; 2025Q4: 2,985 shares; 2026Q1: 2,986 shares; 2026Q2: 2,886 shares 2,886 $276K 0.13% -100 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: 390 shares; 2026Q2: 375 shares 375 $270K 0.13% -15 Timeline XBI 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: 2,543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $266K 0.12% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,683 shares; 2024Q4: 2,433 shares; 2025Q1: 2,433 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,293 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $266K 0.12% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,920 shares; 2024Q4: 8,832 shares; 2025Q1: 9,684 shares; 2025Q2: 5,450 shares; 2025Q3: 5,760 shares; 2025Q4: 4,795 shares; 2026Q1: 3,595 shares; 2026Q2: 3,357 shares 3,357 $255K 0.12% -238 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $255K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares; 2025Q3: 2,173 shares; 2025Q4: 2,172 shares; 2026Q1: 2,173 shares; 2026Q2: 2,244 shares 2,244 $254K 0.12% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 347 shares 347 $247K 0.12% new 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: 2,328 shares; 2024Q4: 1,931 shares; 2025Q1: 1,915 shares; 2025Q2: 1,886 shares; 2025Q3: 1,735 shares; 2025Q4: 1,659 shares; 2026Q1: 1,475 shares; 2026Q2: 1,483 shares 1,483 $246K 0.11% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: not reported; 2026Q2: 333 shares 333 $245K 0.11% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares; 2026Q1: 2,585 shares; 2026Q2: 2,645 shares 2,645 $239K 0.11% +60 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: 968 shares; 2026Q2: 964 shares 964 $237K 0.11% -4 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 2,674 shares 2,674 $237K 0.11% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 962 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 962 shares 962 $236K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $236K 0.11% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 902 shares; 2026Q1: 902 shares; 2026Q2: 897 shares 897 $230K 0.11% -5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 443 shares 443 $219K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $217K 0.1% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,510 shares 4,510 $216K 0.1% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares; 2026Q2: 1,541 shares 1,541 $211K 0.1% +3 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares; 2026Q2: 1,702 shares 1,702 $210K 0.1% +1 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,120 shares; 2024Q4: 5,120 shares; 2025Q1: 5,120 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 5,120 shares; 2026Q1: 5,120 shares; 2026Q2: 4,950 shares 4,950 $208K 0.1% -170 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,581 shares; 2025Q1: 6,581 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,662 shares; 2026Q2: 5,663 shares 5,663 $208K 0.1% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,305 shares 1,305 $206K 0.1% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 810 shares; 2025Q4: 810 shares; 2026Q1: not reported; 2026Q2: 810 shares 810 $202K 0.09% new 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: 2,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,482 shares 2,482 $202K 0.09% new Timeline