GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,035 shares; 2025Q1: 160,168 shares; 2025Q2: 159,491 shares; 2025Q3: 156,456 shares; 2025Q4: 155,635 shares; 2026Q1: 154,232 shares; 2026Q2: 151,685 shares; 2026Q3: 154,116 shares 154,116 $52.9M 9.28% +2,431 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; 2024Q4: 94,785 shares; 2025Q1: 95,617 shares; 2025Q2: 95,842 shares; 2025Q3: 94,151 shares; 2025Q4: 93,751 shares; 2026Q1: 101,855 shares; 2026Q2: 100,250 shares; 2026Q3: 99,989 shares 99,989 $49.9M 8.74% -261 Timeline BRK-A 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; 2024Q4: 54 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $41.1M 7.2% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,844 shares; 2025Q1: 62,107 shares; 2025Q2: 61,780 shares; 2025Q3: 60,963 shares; 2025Q4: 60,242 shares; 2026Q1: 59,681 shares; 2026Q2: 58,458 shares; 2026Q3: 58,246 shares 58,246 $32.3M 5.66% -212 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,226 shares; 2025Q1: 35,604 shares; 2025Q2: 35,405 shares; 2025Q3: 34,863 shares; 2025Q4: 34,817 shares; 2026Q1: 34,545 shares; 2026Q2: 34,211 shares; 2026Q3: 33,963 shares 33,963 $31M 5.44% -248 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,616 shares; 2025Q1: 17,613 shares; 2025Q2: 17,624 shares; 2025Q3: 17,549 shares; 2025Q4: 17,402 shares; 2026Q1: 18,181 shares; 2026Q2: 17,862 shares; 2026Q3: 17,807 shares 17,807 $30.6M 5.36% -55 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,266 shares; 2025Q1: 86,653 shares; 2025Q2: 87,638 shares; 2025Q3: 86,419 shares; 2025Q4: 85,875 shares; 2026Q1: 84,726 shares; 2026Q2: 91,284 shares; 2026Q3: 98,292 shares 98,292 $21.9M 3.84% +7,008 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,714 shares; 2025Q1: 39,829 shares; 2025Q2: 43,867 shares; 2025Q3: 42,909 shares; 2025Q4: 42,656 shares; 2026Q1: 42,644 shares; 2026Q2: 41,643 shares; 2026Q3: 41,571 shares 41,571 $21.3M 3.73% -72 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,484 shares; 2025Q1: 82,138 shares; 2025Q2: 81,345 shares; 2025Q3: 80,154 shares; 2025Q4: 79,792 shares; 2026Q1: 78,940 shares; 2026Q2: 77,042 shares; 2026Q3: 76,870 shares 76,870 $19.1M 3.35% -172 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,304 shares; 2025Q1: 56,751 shares; 2025Q2: 56,460 shares; 2025Q3: 56,520 shares; 2025Q4: 56,396 shares; 2026Q1: 56,035 shares; 2026Q2: 56,302 shares; 2026Q3: 56,418 shares 56,418 $18.7M 3.28% +116 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 494,495 shares; 2025Q1: 555,286 shares; 2025Q2: 607,309 shares; 2025Q3: 787,387 shares; 2025Q4: 812,858 shares; 2026Q1: 950,652 shares; 2026Q2: 973,651 shares; 2026Q3: 1,350,809 shares 1,350,809 $18.2M 3.19% +377,158 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,756 shares; 2025Q1: 165,891 shares; 2025Q2: 164,909 shares; 2025Q3: 161,969 shares; 2025Q4: 159,686 shares; 2026Q1: 156,316 shares; 2026Q2: 152,717 shares; 2026Q3: 147,389 shares 147,389 $13.9M 2.44% -5,328 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,047 shares; 2025Q1: 26,525 shares; 2025Q2: 26,524 shares; 2025Q3: 26,393 shares; 2025Q4: 26,301 shares; 2026Q1: 25,990 shares; 2026Q2: 25,661 shares; 2026Q3: 25,617 shares 25,617 $9.16M 1.61% -44 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,882 shares; 2025Q1: 29,362 shares; 2025Q2: 29,189 shares; 2025Q3: 28,383 shares; 2025Q4: 28,301 shares; 2026Q1: 28,087 shares; 2026Q2: 27,365 shares; 2026Q3: 27,324 shares 27,324 $9.07M 1.59% -41 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; 2024Q4: 62,900 shares; 2025Q1: 62,785 shares; 2025Q2: 62,716 shares; 2025Q3: 60,815 shares; 2025Q4: 60,646 shares; 2026Q1: 60,024 shares; 2026Q2: 60,002 shares; 2026Q3: 60,098 shares 60,098 $8.72M 1.53% +96 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; 2024Q4: 119,065 shares; 2025Q1: 159,324 shares; 2025Q2: 161,910 shares; 2025Q3: 160,714 shares; 2025Q4: 158,481 shares; 2026Q1: 148,986 shares; 2026Q2: 145,935 shares; 2026Q3: 153,236 shares 153,236 $8.43M 1.48% +7,301 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,320 shares; 2025Q1: 41,753 shares; 2025Q2: 41,382 shares; 2025Q3: 41,312 shares; 2025Q4: 41,351 shares; 2026Q1: 79,095 shares; 2026Q2: 84,595 shares; 2026Q3: 87,968 shares 87,968 $8.15M 1.43% +3,373 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,832 shares; 2025Q1: 84,240 shares; 2025Q2: 84,763 shares; 2025Q3: 81,683 shares; 2025Q4: 80,165 shares; 2026Q1: 76,212 shares; 2026Q2: 71,998 shares; 2026Q3: 69,273 shares 69,273 $7.27M 1.28% -2,725 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,354 shares; 2025Q1: 32,865 shares; 2025Q2: 32,416 shares; 2025Q3: 32,027 shares; 2025Q4: 31,900 shares; 2026Q1: 31,702 shares; 2026Q2: 30,324 shares; 2026Q3: 30,204 shares 30,204 $6.99M 1.23% -120 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; 2024Q4: 82,324 shares; 2025Q1: 80,599 shares; 2025Q2: 80,479 shares; 2025Q3: 79,118 shares; 2025Q4: 79,487 shares; 2026Q1: 79,227 shares; 2026Q2: 75,968 shares; 2026Q3: 74,109 shares 74,109 $6.39M 1.12% -1,859 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,942 shares; 2025Q1: 13,830 shares; 2025Q2: 13,729 shares; 2025Q3: 13,707 shares; 2025Q4: 13,493 shares; 2026Q1: 13,267 shares; 2026Q2: 13,208 shares; 2026Q3: 13,185 shares 13,185 $6.25M 1.1% -23 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,078 shares; 2025Q1: 24,979 shares; 2025Q2: 24,608 shares; 2025Q3: 23,394 shares; 2025Q4: 23,663 shares; 2026Q1: 23,603 shares; 2026Q2: 22,417 shares; 2026Q3: 21,743 shares 21,743 $5.77M 1.01% -674 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,917 shares; 2025Q1: 61,652 shares; 2025Q2: 61,560 shares; 2025Q3: 61,205 shares; 2025Q4: 60,073 shares; 2026Q1: 58,158 shares; 2026Q2: 57,109 shares; 2026Q3: 56,777 shares 56,777 $5.57M 0.98% -332 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; 2024Q4: 15,347 shares; 2025Q1: 19,518 shares; 2025Q2: 19,174 shares; 2025Q3: 19,127 shares; 2025Q4: 19,260 shares; 2026Q1: 18,994 shares; 2026Q2: 18,043 shares; 2026Q3: 18,008 shares 18,008 $5.48M 0.96% -35 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; 2024Q4: 22,169 shares; 2025Q1: 21,722 shares; 2025Q2: 21,435 shares; 2025Q3: 20,510 shares; 2025Q4: 20,522 shares; 2026Q1: 19,871 shares; 2026Q2: 19,130 shares; 2026Q3: 18,810 shares 18,810 $5.13M 0.9% -320 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,954 shares; 2025Q1: 82,838 shares; 2025Q2: 82,860 shares; 2025Q3: 81,804 shares; 2025Q4: 165,792 shares; 2026Q1: 149,066 shares; 2026Q2: 148,987 shares; 2026Q3: 179,120 shares 179,120 $4.88M 0.86% +30,133 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,990 shares; 2025Q1: 11,894 shares; 2025Q2: 11,894 shares; 2025Q3: 11,507 shares; 2025Q4: 11,288 shares; 2026Q1: 11,026 shares; 2026Q2: 10,861 shares; 2026Q3: 10,650 shares 10,650 $4.84M 0.85% -211 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,450 shares; 2025Q1: 6,113 shares; 2025Q2: 6,093 shares; 2025Q3: 5,488 shares; 2025Q4: 4,578 shares; 2026Q1: 50,033 shares; 2026Q2: 49,785 shares; 2026Q3: 49,260 shares 49,260 $4.63M 0.81% -525 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,214 shares; 2025Q1: 13,813 shares; 2025Q2: 13,149 shares; 2025Q3: 12,401 shares; 2025Q4: 12,452 shares; 2026Q1: 12,497 shares; 2026Q2: 12,497 shares; 2026Q3: 12,402 shares 12,402 $4.21M 0.74% -95 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,894 shares; 2025Q1: 73,336 shares; 2025Q2: 73,689 shares; 2025Q3: 69,939 shares; 2025Q4: 68,863 shares; 2026Q1: 67,875 shares; 2026Q2: 65,323 shares; 2026Q3: 63,118 shares 63,118 $4.08M 0.71% -2,205 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,669 shares; 2025Q1: 14,621 shares; 2025Q2: 14,532 shares; 2025Q3: 13,195 shares; 2025Q4: 11,771 shares; 2026Q1: 11,772 shares; 2026Q2: 11,218 shares; 2026Q3: 11,201 shares 11,201 $4M 0.7% -17 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,001 shares; 2025Q1: 4,479 shares; 2025Q2: 4,486 shares; 2025Q3: 4,594 shares; 2025Q4: 4,761 shares; 2026Q1: 4,548 shares; 2026Q2: 4,821 shares; 2026Q3: 4,898 shares 4,898 $3.75M 0.66% +77 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,451 shares; 2025Q1: 56,253 shares; 2025Q2: 57,854 shares; 2025Q3: 60,934 shares; 2025Q4: 66,331 shares; 2026Q1: 64,960 shares; 2026Q2: 72,265 shares; 2026Q3: 78,569 shares 78,569 $3.73M 0.65% +6,304 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,634 shares; 2025Q1: 72,085 shares; 2025Q2: 71,638 shares; 2025Q3: 124,642 shares; 2025Q4: 124,820 shares; 2026Q1: 63,423 shares; 2026Q2: 63,208 shares; 2026Q3: 63,170 shares 63,170 $3.49M 0.61% -38 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,983 shares; 2025Q1: 28,983 shares; 2025Q2: 57,966 shares; 2025Q3: 57,188 shares; 2025Q4: 69,988 shares; 2026Q1: 69,988 shares; 2026Q2: 69,988 shares; 2026Q3: 69,988 shares 69,988 $3.47M 0.61% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,623 shares; 2025Q1: 4,463 shares; 2025Q2: 4,464 shares; 2025Q3: 4,476 shares; 2025Q4: 4,477 shares; 2026Q1: 4,472 shares; 2026Q2: 4,439 shares; 2026Q3: 4,449 shares 4,449 $3M 0.53% +10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,923 shares; 2025Q1: 6,962 shares; 2025Q2: 9,446 shares; 2025Q3: 9,054 shares; 2025Q4: 8,851 shares; 2026Q1: 8,763 shares; 2026Q2: 8,763 shares; 2026Q3: 8,791 shares 8,791 $2.88M 0.5% +28 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,810 shares; 2025Q1: 23,810 shares; 2025Q2: 23,810 shares; 2025Q3: 23,130 shares; 2025Q4: 17,195 shares; 2026Q1: 17,195 shares; 2026Q2: 14,884 shares; 2026Q3: 29,768 shares 29,768 $2.51M 0.44% +14,884 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,501 shares; 2025Q1: 21,956 shares; 2025Q2: 21,958 shares; 2025Q3: 22,139 shares; 2025Q4: 22,739 shares; 2026Q1: 22,741 shares; 2026Q2: 22,815 shares; 2026Q3: 22,746 shares 22,746 $2.36M 0.41% -69 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; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares; 2026Q2: 4,456 shares; 2026Q3: 4,456 shares 4,456 $2.28M 0.4% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,727 shares; 2025Q1: 24,834 shares; 2025Q2: 26,742 shares; 2025Q3: 29,607 shares; 2025Q4: 36,065 shares; 2026Q1: 34,996 shares; 2026Q2: 42,760 shares; 2026Q3: 48,590 shares 48,590 $2.16M 0.38% +5,830 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,686 shares; 2025Q1: 2,629 shares; 2025Q2: 2,605 shares; 2025Q3: 2,470 shares; 2025Q4: 2,357 shares; 2026Q1: 2,309 shares; 2026Q2: 2,023 shares; 2026Q3: 2,023 shares 2,023 $2.14M 0.38% 0 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; 2024Q4: 2,917 shares; 2025Q1: 3,373 shares; 2025Q2: 3,387 shares; 2025Q3: 3,462 shares; 2025Q4: 3,669 shares; 2026Q1: 3,614 shares; 2026Q2: 22,709 shares; 2026Q3: 22,943 shares 22,943 $2.07M 0.36% +234 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,569 shares; 2025Q1: 23,993 shares; 2025Q2: 24,146 shares; 2025Q3: 23,634 shares; 2025Q4: 23,115 shares; 2026Q1: 21,710 shares; 2026Q2: 21,446 shares; 2026Q3: 21,096 shares 21,096 $2M 0.35% -350 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,334 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares; 2026Q2: 2,355 shares; 2026Q3: 2,355 shares 2,355 $1.94M 0.34% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,115 shares; 2025Q1: 13,812 shares; 2025Q2: 13,733 shares; 2025Q3: 12,848 shares; 2025Q4: 12,156 shares; 2026Q1: 11,835 shares; 2026Q2: 11,371 shares; 2026Q3: 10,745 shares 10,745 $1.93M 0.34% -626 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,219 shares; 2025Q1: 19,965 shares; 2025Q2: 20,786 shares; 2025Q3: 23,149 shares; 2025Q4: 28,697 shares; 2026Q1: 28,288 shares; 2026Q2: 34,590 shares; 2026Q3: 46,423 shares 46,423 $1.85M 0.32% +11,833 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,455 shares; 2025Q1: 7,140 shares; 2025Q2: 7,091 shares; 2025Q3: 7,080 shares; 2025Q4: 6,972 shares; 2026Q1: 6,572 shares; 2026Q2: 6,554 shares; 2026Q3: 6,545 shares 6,545 $1.8M 0.32% -9 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,808 shares; 2025Q1: 16,023 shares; 2025Q2: 15,938 shares; 2025Q3: 15,609 shares; 2025Q4: 15,500 shares; 2026Q1: 15,501 shares; 2026Q2: 14,988 shares; 2026Q3: 13,766 shares 13,766 $1.75M 0.31% -1,222 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,029 shares; 2025Q1: 18,139 shares; 2025Q2: 18,141 shares; 2025Q3: 18,236 shares; 2025Q4: 18,237 shares; 2026Q1: 17,510 shares; 2026Q2: 17,393 shares; 2026Q3: 17,393 shares 17,393 $1.69M 0.3% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,420 shares; 2026Q1: 10,420 shares; 2026Q2: 10,420 shares; 2026Q3: 10,420 shares 10,420 $1.6M 0.28% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: 3,030 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares; 2026Q3: 3,016 shares 3,016 $1.59M 0.28% +26 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,806 shares; 2025Q1: 9,806 shares; 2025Q2: 9,806 shares; 2025Q3: 9,813 shares; 2025Q4: 9,813 shares; 2026Q1: 9,813 shares; 2026Q2: 9,813 shares; 2026Q3: 9,813 shares 9,813 $1.56M 0.27% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,770 shares; 2025Q1: 20,150 shares; 2025Q2: 20,072 shares; 2025Q3: 21,015 shares; 2025Q4: 20,979 shares; 2026Q1: 19,982 shares; 2026Q2: 20,222 shares; 2026Q3: 20,221 shares 20,221 $1.46M 0.26% -1 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,352 shares; 2025Q1: 16,863 shares; 2025Q2: 16,405 shares; 2025Q3: 16,640 shares; 2025Q4: 16,385 shares; 2026Q1: 17,294 shares; 2026Q2: 24,308 shares; 2026Q3: 29,258 shares 29,258 $1.43M 0.25% +4,950 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,034 shares; 2025Q1: 14,305 shares; 2025Q2: 15,331 shares; 2025Q3: 17,015 shares; 2025Q4: 20,441 shares; 2026Q1: 22,446 shares; 2026Q2: 34,501 shares; 2026Q3: 38,438 shares 38,438 $1.42M 0.25% +3,937 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,895 shares; 2025Q1: 10,108 shares; 2025Q2: 10,071 shares; 2025Q3: 10,328 shares; 2025Q4: 10,308 shares; 2026Q1: 10,296 shares; 2026Q2: 10,442 shares; 2026Q3: 10,420 shares 10,420 $1.42M 0.25% -22 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,090 shares; 2025Q1: 3,261 shares; 2025Q2: 3,485 shares; 2025Q3: 3,765 shares; 2025Q4: 4,369 shares; 2026Q1: 4,365 shares; 2026Q2: 4,800 shares; 2026Q3: 4,876 shares 4,876 $1.39M 0.24% +76 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25,275 shares; 2025Q2: 25,099 shares; 2025Q3: 25,054 shares; 2025Q4: 22,589 shares; 2026Q1: 22,187 shares; 2026Q2: 21,673 shares; 2026Q3: 19,366 shares 19,366 $1.26M 0.22% -2,307 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,004 shares; 2025Q1: 5,539 shares; 2025Q2: 6,037 shares; 2025Q3: 5,957 shares; 2025Q4: 5,455 shares; 2026Q1: 5,511 shares; 2026Q2: 5,470 shares; 2026Q3: 5,447 shares 5,447 $1.24M 0.22% -23 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,135 shares 7,135 $1.16M 0.2% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,841 shares; 2025Q1: 4,608 shares; 2025Q2: 4,483 shares; 2025Q3: 4,292 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 4,310 shares; 2026Q3: 4,310 shares 4,310 $1.1M 0.19% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 2,118 shares; 2026Q2: 2,022 shares; 2026Q3: 2,028 shares 2,028 $1.09M 0.19% +6 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,870 shares; 2026Q2: 12,680 shares; 2026Q3: 29,639 shares 29,639 $1.09M 0.19% +16,959 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,651 shares; 2025Q1: 10,651 shares; 2025Q2: 10,650 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 11,129 shares; 2026Q2: 10,988 shares; 2026Q3: 10,976 shares 10,976 $1.07M 0.19% -12 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,278 shares; 2025Q1: 29,912 shares; 2025Q2: 29,912 shares; 2025Q3: 28,012 shares; 2025Q4: 27,500 shares; 2026Q1: 27,572 shares; 2026Q2: 28,464 shares; 2026Q3: 30,141 shares 30,141 $1.04M 0.18% +1,677 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,454 shares; 2025Q1: 6,351 shares; 2025Q2: 6,251 shares; 2025Q3: 6,350 shares; 2025Q4: 6,410 shares; 2026Q1: 6,260 shares; 2026Q2: 6,314 shares; 2026Q3: 6,260 shares 6,260 $913K 0.16% -54 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; 2024Q4: 4,002 shares; 2025Q1: 4,197 shares; 2025Q2: 4,174 shares; 2025Q3: 4,162 shares; 2025Q4: 4,163 shares; 2026Q1: 4,210 shares; 2026Q2: 4,118 shares; 2026Q3: 4,160 shares 4,160 $899K 0.16% +42 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,941 shares; 2025Q1: 23,151 shares; 2025Q2: 23,151 shares; 2025Q3: 23,019 shares; 2025Q4: 22,807 shares; 2026Q1: 20,260 shares; 2026Q2: 19,801 shares; 2026Q3: 19,825 shares 19,825 $886K 0.16% +24 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,390 shares; 2025Q1: 1,737 shares; 2025Q2: 2,911 shares; 2025Q3: 2,206 shares; 2025Q4: 2,852 shares; 2026Q1: 2,979 shares; 2026Q2: 2,611 shares; 2026Q3: 2,489 shares 2,489 $883K 0.15% -122 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares; 2026Q3: 560 shares 560 $851K 0.15% 0 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; 2024Q4: 1,106 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,133 shares; 2026Q3: 1,111 shares 1,111 $848K 0.15% -22 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,650 shares; 2025Q1: 12,666 shares; 2025Q2: 12,666 shares; 2025Q3: 12,676 shares; 2025Q4: 12,676 shares; 2026Q1: 12,671 shares; 2026Q2: 12,639 shares; 2026Q3: 12,639 shares 12,639 $833K 0.15% 0 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; 2024Q4: 3,746 shares; 2025Q1: 3,616 shares; 2025Q2: 3,585 shares; 2025Q3: 3,599 shares; 2025Q4: 3,495 shares; 2026Q1: 3,417 shares; 2026Q2: 2,854 shares; 2026Q3: 2,842 shares 2,842 $810K 0.14% -12 Timeline VT 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; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,885 shares; 2025Q3: 3,235 shares; 2025Q4: 4,017 shares; 2026Q1: 4,050 shares; 2026Q2: 4,946 shares; 2026Q3: 5,010 shares 5,010 $791K 0.14% +64 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,062 shares; 2025Q3: 5,062 shares; 2025Q4: 5,062 shares; 2026Q1: 5,062 shares; 2026Q2: 5,062 shares; 2026Q3: 5,062 shares 5,062 $782K 0.14% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,337 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,272 shares; 2025Q4: 2,267 shares; 2026Q1: 2,210 shares; 2026Q2: 1,990 shares; 2026Q3: 1,984 shares 1,984 $782K 0.14% -6 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; 2024Q4: 11,031 shares; 2025Q1: 11,278 shares; 2025Q2: 11,573 shares; 2025Q3: 12,474 shares; 2025Q4: 12,456 shares; 2026Q1: 12,452 shares; 2026Q2: 12,704 shares; 2026Q3: 12,693 shares 12,693 $753K 0.13% -11 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,769 shares; 2025Q1: 8,680 shares; 2025Q2: 8,567 shares; 2025Q3: 9,861 shares; 2025Q4: 9,863 shares; 2026Q1: 9,747 shares; 2026Q2: 10,408 shares; 2026Q3: 10,399 shares 10,399 $735K 0.13% -9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,157 shares; 2025Q4: 2,062 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares; 2026Q3: 1,988 shares 1,988 $715K 0.13% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 886 shares; 2025Q1: 1,058 shares; 2025Q2: 1,109 shares; 2025Q3: 1,064 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 957 shares; 2026Q3: 961 shares 961 $699K 0.12% +4 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,360 shares; 2025Q1: 13,457 shares; 2025Q2: 13,457 shares; 2025Q3: 13,317 shares; 2025Q4: 19,945 shares; 2026Q1: 19,216 shares; 2026Q2: 18,278 shares; 2026Q3: 18,396 shares 18,396 $671K 0.12% +118 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares; 2026Q2: 1,519 shares; 2026Q3: 1,467 shares 1,467 $646K 0.11% -52 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares; 2026Q3: 7,300 shares 7,300 $614K 0.11% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,020 shares; 2025Q1: 9,738 shares; 2025Q2: 9,892 shares; 2025Q3: 9,339 shares; 2025Q4: 9,340 shares; 2026Q1: 7,968 shares; 2026Q2: 7,819 shares; 2026Q3: 7,819 shares 7,819 $590K 0.1% 0 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; 2024Q4: 7,011 shares; 2025Q1: 7,012 shares; 2025Q2: 7,014 shares; 2025Q3: 7,042 shares; 2025Q4: 7,199 shares; 2026Q1: 7,201 shares; 2026Q2: 7,094 shares; 2026Q3: 7,096 shares 7,096 $568K 0.1% +2 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,260 shares; 2025Q1: 11,624 shares; 2025Q2: 12,127 shares; 2025Q3: 12,292 shares; 2025Q4: 12,067 shares; 2026Q1: 12,067 shares; 2026Q2: 14,417 shares; 2026Q3: 15,458 shares 15,458 $568K 0.1% +1,041 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,870 shares; 2026Q2: 4,360 shares; 2026Q3: 4,560 shares 4,560 $548K 0.1% +200 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,221 shares; 2025Q1: 50,458 shares; 2025Q2: 48,407 shares; 2025Q3: 11,342 shares; 2025Q4: 10,468 shares; 2026Q1: 9,863 shares; 2026Q2: 7,181 shares; 2026Q3: 6,383 shares 6,383 $546K 0.1% -798 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,061 shares; 2025Q1: 2,921 shares; 2025Q2: 2,866 shares; 2025Q3: 2,887 shares; 2025Q4: 2,888 shares; 2026Q1: 2,888 shares; 2026Q2: 2,678 shares; 2026Q3: 2,770 shares 2,770 $515K 0.09% +92 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; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,175 shares; 2026Q3: 1,175 shares 1,175 $505K 0.09% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,266 shares 3,266 $493K 0.09% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares; 2026Q3: 1,780 shares 1,780 $492K 0.09% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,206 shares; 2026Q3: 15,427 shares 15,427 $478K 0.08% +5,221 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,488 shares; 2025Q1: 4,488 shares; 2025Q2: 4,488 shares; 2025Q3: 4,488 shares; 2025Q4: 4,488 shares; 2026Q1: 4,488 shares; 2026Q2: 4,488 shares; 2026Q3: 4,488 shares 4,488 $454K 0.08% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,687 shares; 2025Q1: 9,626 shares; 2025Q2: 9,537 shares; 2025Q3: 8,188 shares; 2025Q4: 7,986 shares; 2026Q1: 7,496 shares; 2026Q2: 5,737 shares; 2026Q3: 5,287 shares 5,287 $453K 0.08% -450 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,724 shares; 2026Q3: 2,700 shares 2,700 $444K 0.08% -24 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares; 2026Q3: 10,300 shares 10,300 $442K 0.08% 0 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; 2024Q4: 5,060 shares; 2025Q1: 4,960 shares; 2025Q2: 4,060 shares; 2025Q3: 4,480 shares; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares; 2026Q2: 3,860 shares; 2026Q3: 3,834 shares 3,834 $412K 0.07% -26 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; 2024Q4: 608 shares; 2025Q1: 613 shares; 2025Q2: 622 shares; 2025Q3: 664 shares; 2025Q4: 639 shares; 2026Q1: 591 shares; 2026Q2: 603 shares; 2026Q3: 581 shares 581 $407K 0.07% -22 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,583 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares; 2026Q2: 2,216 shares; 2026Q3: 2,215 shares 2,215 $406K 0.07% -1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,931 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,868 shares; 2025Q4: 2,969 shares; 2026Q1: 2,955 shares; 2026Q2: 2,508 shares; 2026Q3: 2,525 shares 2,525 $400K 0.07% +17 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,275 shares; 2025Q2: 21,290 shares; 2025Q3: 21,243 shares; 2025Q4: 16,347 shares; 2026Q1: 15,693 shares; 2026Q2: 14,265 shares; 2026Q3: 14,228 shares 14,228 $388K 0.07% -37 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,236 shares; 2025Q3: 5,236 shares; 2025Q4: 5,692 shares; 2026Q1: 5,692 shares; 2026Q2: 5,692 shares; 2026Q3: 5,692 shares 5,692 $387K 0.07% 0 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; 2024Q4: 6,186 shares; 2025Q1: 6,161 shares; 2025Q2: 6,161 shares; 2025Q3: 6,161 shares; 2025Q4: 6,961 shares; 2026Q1: 6,961 shares; 2026Q2: 7,034 shares; 2026Q3: 7,034 shares 7,034 $383K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,962 shares; 2025Q1: 10,962 shares; 2025Q2: 10,962 shares; 2025Q3: 10,973 shares; 2025Q4: 10,953 shares; 2026Q1: 10,733 shares; 2026Q2: 10,733 shares; 2026Q3: 10,553 shares 10,553 $374K 0.07% -180 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,797 shares; 2025Q1: 13,441 shares; 2025Q2: 13,424 shares; 2025Q3: 13,109 shares; 2025Q4: 12,927 shares; 2026Q1: 1,054 shares; 2026Q2: 1,051 shares; 2026Q3: 1,050 shares 1,050 $367K 0.06% -1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 2,783 shares; 2026Q2: 2,049 shares; 2026Q3: 1,768 shares 1,768 $361K 0.06% -281 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,805 shares 9,805 $358K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares; 2026Q3: 1,246 shares 1,246 $346K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,641 shares; 2025Q4: 6,641 shares; 2026Q1: 6,641 shares; 2026Q2: 5,710 shares; 2026Q3: 5,786 shares 5,786 $334K 0.06% +76 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,858 shares; 2025Q4: 4,398 shares; 2026Q1: 4,828 shares; 2026Q2: 3,686 shares; 2026Q3: 3,686 shares 3,686 $324K 0.06% 0 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; 2024Q4: 2,060 shares; 2025Q1: 1,920 shares; 2025Q2: 1,570 shares; 2025Q3: 1,591 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,646 shares; 2026Q3: 1,646 shares 1,646 $316K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares; 2026Q3: 1,347 shares 1,347 $315K 0.06% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,953 shares; 2025Q1: 2,123 shares; 2025Q2: 1,652 shares; 2025Q3: 1,654 shares; 2025Q4: 1,656 shares; 2026Q1: 1,658 shares; 2026Q2: 1,660 shares; 2026Q3: 2,201 shares 2,201 $302K 0.05% +541 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $278K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 373 shares; 2026Q3: 372 shares 372 $276K 0.05% -1 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,952 shares; 2026Q3: 7,881 shares 7,881 $274K 0.05% +929 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,197 shares; 2026Q1: 4,846 shares; 2026Q2: 4,846 shares; 2026Q3: 4,484 shares 4,484 $272K 0.05% -362 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,287 shares; 2025Q1: 12,987 shares; 2025Q2: 10,995 shares; 2025Q3: 10,271 shares; 2025Q4: 10,224 shares; 2026Q1: 9,854 shares; 2026Q2: 9,854 shares; 2026Q3: 9,536 shares 9,536 $272K 0.05% -318 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares; 2026Q3: 2,168 shares 2,168 $271K 0.05% 0 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; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $269K 0.05% 0 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; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,187 shares; 2025Q3: 1,225 shares; 2025Q4: 1,177 shares; 2026Q1: 1,211 shares; 2026Q2: 1,229 shares; 2026Q3: 1,222 shares 1,222 $269K 0.05% -7 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,047 shares; 2026Q3: 1,015 shares 1,015 $266K 0.05% -32 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,298 shares 23,298 $263K 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,017 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 2,286 shares; 2025Q4: 2,016 shares; 2026Q1: 2,121 shares; 2026Q2: 2,148 shares; 2026Q3: 1,913 shares 1,913 $263K 0.05% -235 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,430 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares; 2026Q3: 2,406 shares 2,406 $251K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,196 shares; 2026Q1: 5,196 shares; 2026Q2: 5,196 shares; 2026Q3: 5,196 shares 5,196 $241K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $234K 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,514 shares; 2026Q1: 1,490 shares; 2026Q2: 1,386 shares; 2026Q3: 1,378 shares 1,378 $229K 0.04% -8 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares; 2026Q2: 366 shares; 2026Q3: 375 shares 375 $228K 0.04% +9 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,805 shares; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,747 shares; 2026Q1: 2,747 shares; 2026Q2: 2,207 shares; 2026Q3: 2,207 shares 2,207 $228K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,447 shares 1,447 $227K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,150 shares; 2026Q3: 1,180 shares 1,180 $217K 0.04% +30 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,845 shares 1,845 $207K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 402 shares 402 $205K 0.04% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,483 shares; 2026Q1: 14,340 shares; 2026Q2: 14,340 shares; 2026Q3: 14,340 shares 14,340 $59.8K 0.01% 0 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,752 shares; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: not reported; 2025Q4: 10,752 shares; 2026Q1: 10,752 shares; 2026Q2: 10,752 shares; 2026Q3: 10,752 shares 10,752 $10.3K <0.01% 0 Timeline