IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804,772 shares; 2024Q4: 782,522 shares; 2025Q1: 759,194 shares; 2025Q2: 725,169 shares; 2025Q3: 686,249 shares; 2025Q4: 654,846 shares; 2026Q1: 635,079 shares; 2026Q2: 595,959 shares 595,959 $46M 6.26% -39,120 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,475 shares; 2024Q4: 525,992 shares; 2025Q1: 505,738 shares; 2025Q2: 477,601 shares; 2025Q3: 452,389 shares; 2025Q4: 422,804 shares; 2026Q1: 413,831 shares; 2026Q2: 404,826 shares 404,826 $42.1M 5.73% -9,005 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: 173,325 shares; 2024Q4: 169,550 shares; 2025Q1: 162,866 shares; 2025Q2: 158,474 shares; 2025Q3: 149,944 shares; 2025Q4: 140,101 shares; 2026Q1: 133,339 shares; 2026Q2: 129,063 shares 129,063 $37.3M 5.09% -4,276 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,765 shares; 2024Q4: 465,322 shares; 2025Q1: 446,313 shares; 2025Q2: 514,496 shares; 2025Q3: 533,738 shares; 2025Q4: 504,878 shares; 2026Q1: 500,440 shares; 2026Q2: 501,923 shares 501,923 $29.2M 3.98% +1,483 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: 91,376 shares; 2024Q4: 89,465 shares; 2025Q1: 85,054 shares; 2025Q2: 81,733 shares; 2025Q3: 76,013 shares; 2025Q4: 70,522 shares; 2026Q1: 67,969 shares; 2026Q2: 67,883 shares 67,883 $25.3M 3.45% -86 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: 94,424 shares; 2024Q4: 91,219 shares; 2025Q1: 88,657 shares; 2025Q2: 84,898 shares; 2025Q3: 79,646 shares; 2025Q4: 74,147 shares; 2026Q1: 68,831 shares; 2026Q2: 62,711 shares 62,711 $22.4M 3.05% -6,120 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,993 shares; 2024Q4: 192,325 shares; 2025Q1: 185,048 shares; 2025Q2: 173,885 shares; 2025Q3: 165,739 shares; 2025Q4: 158,609 shares; 2026Q1: 153,949 shares; 2026Q2: 143,922 shares 143,922 $21.3M 2.91% -10,027 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: 85,232 shares; 2024Q4: 83,024 shares; 2025Q1: 79,775 shares; 2025Q2: 77,847 shares; 2025Q3: 70,842 shares; 2025Q4: 64,722 shares; 2026Q1: 63,217 shares; 2026Q2: 62,999 shares 62,999 $20.6M 2.81% -218 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,245 shares; 2024Q4: not reported; 2025Q1: 20,362 shares; 2025Q2: 21,584 shares; 2025Q3: 19,849 shares; 2025Q4: 17,362 shares; 2026Q1: 17,909 shares; 2026Q2: 23,168 shares 23,168 $17.4M 2.36% +5,259 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: 29,382 shares; 2024Q4: 28,528 shares; 2025Q1: 27,210 shares; 2025Q2: 26,621 shares; 2025Q3: 24,693 shares; 2025Q4: 21,987 shares; 2026Q1: 18,570 shares; 2026Q2: 16,262 shares 16,262 $17.3M 2.36% -2,308 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,882 shares; 2024Q4: 21,348 shares; 2025Q1: 20,552 shares; 2025Q2: 19,950 shares; 2025Q3: 18,846 shares; 2025Q4: 17,406 shares; 2026Q1: 17,034 shares; 2026Q2: 16,894 shares 16,894 $16.2M 2.21% -140 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: 79,811 shares; 2024Q4: 77,535 shares; 2025Q1: 74,703 shares; 2025Q2: 73,103 shares; 2025Q3: 69,901 shares; 2025Q4: 64,224 shares; 2026Q1: 62,882 shares; 2026Q2: 63,190 shares 63,190 $16M 2.19% +308 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: 42,724 shares; 2024Q4: 41,989 shares; 2025Q1: 39,762 shares; 2025Q2: 39,173 shares; 2025Q3: 42,099 shares; 2025Q4: 41,076 shares; 2026Q1: 41,419 shares; 2026Q2: 42,003 shares 42,003 $15.9M 2.16% +584 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,920 shares; 2024Q4: 79,178 shares; 2025Q1: 81,072 shares; 2025Q2: 81,076 shares; 2025Q3: 79,343 shares; 2025Q4: 78,088 shares; 2026Q1: 75,220 shares; 2026Q2: 76,679 shares 76,679 $15.3M 2.09% +1,459 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,553 shares; 2024Q4: 190,762 shares; 2025Q1: 182,406 shares; 2025Q2: 238,389 shares; 2025Q3: 245,538 shares; 2025Q4: 237,182 shares; 2026Q1: 240,037 shares; 2026Q2: 252,978 shares 252,978 $14.9M 2.03% +12,941 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: 68,158 shares; 2024Q4: 67,080 shares; 2025Q1: 64,072 shares; 2025Q2: 62,727 shares; 2025Q3: 60,527 shares; 2025Q4: 55,302 shares; 2026Q1: 53,860 shares; 2026Q2: 53,744 shares 53,744 $13.5M 1.84% -116 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: 60,500 shares; 2024Q4: 59,231 shares; 2025Q1: 59,403 shares; 2025Q2: 58,310 shares; 2025Q3: 56,210 shares; 2025Q4: 53,035 shares; 2026Q1: 50,864 shares; 2026Q2: 50,094 shares 50,094 $11.9M 1.63% -770 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,707 shares; 2024Q4: 223,157 shares; 2025Q1: 220,006 shares; 2025Q2: 215,775 shares; 2025Q3: 208,049 shares; 2025Q4: 195,143 shares; 2026Q1: 191,872 shares; 2026Q2: 186,625 shares 186,625 $11.1M 1.52% -5,247 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: 94,238 shares; 2024Q4: 92,698 shares; 2025Q1: 90,086 shares; 2025Q2: 88,023 shares; 2025Q3: 84,261 shares; 2025Q4: 76,125 shares; 2026Q1: 72,742 shares; 2026Q2: 72,717 shares 72,717 $10.7M 1.45% -25 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: 55,928 shares; 2024Q4: 54,613 shares; 2025Q1: 52,570 shares; 2025Q2: 51,554 shares; 2025Q3: 49,306 shares; 2025Q4: 45,428 shares; 2026Q1: 44,150 shares; 2026Q2: 44,255 shares 44,255 $9.86M 1.34% +105 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: 37,081 shares; 2024Q4: 36,309 shares; 2025Q1: 34,389 shares; 2025Q2: 33,462 shares; 2025Q3: 31,599 shares; 2025Q4: 28,724 shares; 2026Q1: 27,407 shares; 2026Q2: 27,446 shares 27,446 $9.68M 1.32% +39 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: 66,807 shares; 2024Q4: 65,414 shares; 2025Q1: 64,191 shares; 2025Q2: 63,534 shares; 2025Q3: 61,296 shares; 2025Q4: 55,610 shares; 2026Q1: 53,373 shares; 2026Q2: 54,730 shares 54,730 $9.07M 1.24% +1,357 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: 100,207 shares; 2024Q4: 97,208 shares; 2025Q1: 91,769 shares; 2025Q2: 90,071 shares; 2025Q3: 85,180 shares; 2025Q4: 76,076 shares; 2026Q1: 71,688 shares; 2026Q2: 70,975 shares 70,975 $8.34M 1.14% -713 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: 36,615 shares; 2024Q4: 35,927 shares; 2025Q1: 34,479 shares; 2025Q2: 33,440 shares; 2025Q3: 32,110 shares; 2025Q4: 29,247 shares; 2026Q1: 28,153 shares; 2026Q2: 28,457 shares 28,457 $7.69M 1.05% +304 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,040 shares; 2024Q4: 79,127 shares; 2025Q1: 75,839 shares; 2025Q2: 71,453 shares; 2025Q3: 67,230 shares; 2025Q4: 59,407 shares; 2026Q1: 54,586 shares; 2026Q2: 53,461 shares 53,461 $7.24M 0.99% -1,125 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,393 shares; 2024Q4: 111,765 shares; 2025Q1: 103,266 shares; 2025Q2: 98,232 shares; 2025Q3: 91,782 shares; 2025Q4: 80,956 shares; 2026Q1: 77,249 shares; 2026Q2: 77,136 shares 77,136 $7.03M 0.96% -113 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: 61,576 shares; 2024Q4: 60,258 shares; 2025Q1: 58,101 shares; 2025Q2: 57,184 shares; 2025Q3: 55,514 shares; 2025Q4: 49,956 shares; 2026Q1: 47,676 shares; 2026Q2: 48,254 shares 48,254 $6.91M 0.94% +578 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: 9,360 shares; 2024Q4: 18,447 shares; 2025Q1: 18,315 shares; 2025Q2: 17,829 shares; 2025Q3: 18,118 shares; 2025Q4: 16,874 shares; 2026Q1: 19,271 shares; 2026Q2: 19,401 shares 19,401 $6.62M 0.9% +130 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: not reported; 2024Q4: 6,722 shares; 2025Q1: 6,905 shares; 2025Q2: 7,008 shares; 2025Q3: 6,822 shares; 2025Q4: 6,209 shares; 2026Q1: 6,147 shares; 2026Q2: 6,408 shares 6,408 $6.48M 0.88% +261 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: 80,224 shares; 2024Q4: 79,044 shares; 2025Q1: 76,088 shares; 2025Q2: 74,603 shares; 2025Q3: 72,630 shares; 2025Q4: 66,237 shares; 2026Q1: 64,269 shares; 2026Q2: 65,921 shares 65,921 $6.31M 0.86% +1,652 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; 2024Q3: 14,214 shares; 2024Q4: 14,041 shares; 2025Q1: 13,661 shares; 2025Q2: 13,437 shares; 2025Q3: 12,853 shares; 2025Q4: 11,576 shares; 2026Q1: 11,348 shares; 2026Q2: 11,520 shares 11,520 $5.87M 0.8% +172 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: 106,790 shares; 2024Q4: 104,317 shares; 2025Q1: 103,132 shares; 2025Q2: 99,655 shares; 2025Q3: 97,482 shares; 2025Q4: 89,617 shares; 2026Q1: 86,757 shares; 2026Q2: 88,767 shares 88,767 $5.36M 0.73% +2,010 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: 20,917 shares; 2024Q4: 20,360 shares; 2025Q1: 19,782 shares; 2025Q2: 19,172 shares; 2025Q3: 17,832 shares; 2025Q4: 16,679 shares; 2026Q1: 15,834 shares; 2026Q2: 15,586 shares 15,586 $5.35M 0.73% -248 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,416 shares; 2024Q4: 84,735 shares; 2025Q1: 82,696 shares; 2025Q2: 81,471 shares; 2025Q3: 79,933 shares; 2025Q4: 73,545 shares; 2026Q1: 71,066 shares; 2026Q2: 73,176 shares 73,176 $5.27M 0.72% +2,110 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: 42,455 shares; 2024Q4: 41,966 shares; 2025Q1: 40,387 shares; 2025Q2: 40,937 shares; 2025Q3: 40,298 shares; 2025Q4: 37,258 shares; 2026Q1: 36,378 shares; 2026Q2: 38,063 shares 38,063 $5.21M 0.71% +1,685 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,449 shares; 2024Q4: 63,040 shares; 2025Q1: 61,056 shares; 2025Q2: 65,931 shares; 2025Q3: 64,338 shares; 2025Q4: 61,984 shares; 2026Q1: 62,364 shares; 2026Q2: 67,144 shares 67,144 $4.93M 0.67% +4,780 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: 12,138 shares; 2024Q4: 12,114 shares; 2025Q1: 12,740 shares; 2025Q2: 13,030 shares; 2025Q3: 12,712 shares; 2025Q4: 11,843 shares; 2026Q1: 11,522 shares; 2026Q2: 11,523 shares 11,523 $4.85M 0.66% +1 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: not reported; 2024Q4: 31,930 shares; 2025Q1: 32,627 shares; 2025Q2: 31,537 shares; 2025Q3: 30,431 shares; 2025Q4: 27,923 shares; 2026Q1: 25,968 shares; 2026Q2: 25,779 shares 25,779 $4.76M 0.65% -189 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: 49,478 shares; 2024Q4: 48,522 shares; 2025Q1: 50,173 shares; 2025Q2: 49,739 shares; 2025Q3: 47,726 shares; 2025Q4: 43,011 shares; 2026Q1: 40,587 shares; 2026Q2: 41,082 shares 41,082 $4.65M 0.63% +495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,131 shares; 2025Q4: 15,579 shares; 2026Q1: 15,736 shares; 2026Q2: 16,136 shares 16,136 $4.54M 0.62% +400 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: 7,278 shares; 2024Q4: 7,188 shares; 2025Q1: 7,310 shares; 2025Q2: 7,216 shares; 2025Q3: 7,013 shares; 2025Q4: 6,384 shares; 2026Q1: 6,262 shares; 2026Q2: 6,218 shares 6,218 $4.43M 0.6% -44 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: 9,208 shares; 2024Q4: 9,048 shares; 2025Q1: 9,240 shares; 2025Q2: 9,241 shares; 2025Q3: 8,963 shares; 2025Q4: 9,064 shares; 2026Q1: 8,702 shares; 2026Q2: 7,865 shares 7,865 $4.43M 0.6% -837 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: 63,132 shares; 2024Q4: 61,923 shares; 2025Q1: 59,556 shares; 2025Q2: 58,326 shares; 2025Q3: 56,786 shares; 2025Q4: 50,051 shares; 2026Q1: 45,295 shares; 2026Q2: 43,937 shares 43,937 $4.32M 0.59% -1,358 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: 84,799 shares; 2024Q4: 82,999 shares; 2025Q1: 81,135 shares; 2025Q2: 86,762 shares; 2025Q3: 85,030 shares; 2025Q4: 76,121 shares; 2026Q1: 74,866 shares; 2026Q2: 79,604 shares 79,604 $4.32M 0.59% +4,738 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; 2024Q3: 16,522 shares; 2024Q4: 16,171 shares; 2025Q1: 15,935 shares; 2025Q2: 15,380 shares; 2025Q3: 14,072 shares; 2025Q4: 12,505 shares; 2026Q1: 11,747 shares; 2026Q2: 11,601 shares 11,601 $4.3M 0.59% -146 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: 14,601 shares; 2024Q4: 14,374 shares; 2025Q1: 14,229 shares; 2025Q2: 14,124 shares; 2025Q3: 12,725 shares; 2025Q4: 11,422 shares; 2026Q1: 11,191 shares; 2026Q2: 11,020 shares 11,020 $4.14M 0.56% -171 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: 18,469 shares 18,469 $4.14M 0.56% 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: 18,660 shares 18,660 $4.13M 0.56% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,384 shares; 2024Q4: 31,384 shares; 2025Q1: 29,939 shares; 2025Q2: 28,089 shares; 2025Q3: 26,764 shares; 2025Q4: 26,114 shares; 2026Q1: 26,114 shares; 2026Q2: 25,719 shares 25,719 $4.04M 0.55% -395 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: 39,089 shares; 2024Q4: 37,565 shares; 2025Q1: 37,609 shares; 2025Q2: 35,717 shares; 2025Q3: 33,316 shares; 2025Q4: 30,933 shares; 2026Q1: 30,745 shares; 2026Q2: 31,131 shares 31,131 $4M 0.54% +386 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,808 shares; 2024Q4: 46,131 shares; 2025Q1: 44,868 shares; 2025Q2: 43,577 shares; 2025Q3: 41,703 shares; 2025Q4: 37,628 shares; 2026Q1: 36,617 shares; 2026Q2: 36,997 shares 36,997 $3.99M 0.54% +380 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,264 shares; 2024Q4: 25,355 shares; 2025Q1: 24,593 shares; 2025Q2: 23,886 shares; 2025Q3: 22,272 shares; 2025Q4: 20,601 shares; 2026Q1: 19,272 shares; 2026Q2: 18,809 shares 18,809 $3.93M 0.54% -463 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: not reported; 2024Q4: not reported; 2025Q1: 16,733 shares; 2025Q2: 17,366 shares; 2025Q3: 18,018 shares; 2025Q4: 13,707 shares; 2026Q1: 12,732 shares; 2026Q2: 12,801 shares 12,801 $3.81M 0.52% +69 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,515 shares; 2024Q4: 12,292 shares; 2025Q1: 12,331 shares; 2025Q2: 11,878 shares; 2025Q3: 11,471 shares; 2025Q4: 10,751 shares; 2026Q1: 10,321 shares; 2026Q2: 10,368 shares 10,368 $3.67M 0.5% +47 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,898 shares; 2024Q4: 16,918 shares; 2025Q1: 16,341 shares; 2025Q2: 16,200 shares; 2025Q3: 16,363 shares; 2025Q4: 15,196 shares; 2026Q1: 14,903 shares; 2026Q2: 15,272 shares 15,272 $3.37M 0.46% +369 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,826 shares; 2024Q4: 50,383 shares; 2025Q1: 49,377 shares; 2025Q2: 48,757 shares; 2025Q3: 48,017 shares; 2025Q4: 44,547 shares; 2026Q1: 43,677 shares; 2026Q2: 42,878 shares 42,878 $3.35M 0.46% -799 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,474 shares; 2025Q4: 21,981 shares; 2026Q1: 22,112 shares; 2026Q2: 22,646 shares 22,646 $3.27M 0.45% +534 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,645 shares; 2025Q1: 1,311 shares; 2025Q2: 1,267 shares; 2025Q3: 1,201 shares; 2025Q4: 1,226 shares; 2026Q1: 1,131 shares; 2026Q2: 11,084 shares 11,084 $3.25M 0.44% +9,953 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,791 shares; 2024Q4: 87,064 shares; 2025Q1: 86,917 shares; 2025Q2: 88,605 shares; 2025Q3: 89,461 shares; 2025Q4: 78,304 shares; 2026Q1: 72,972 shares; 2026Q2: 76,691 shares 76,691 $3.25M 0.44% +3,719 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,354 shares; 2026Q1: 4,863 shares; 2026Q2: 5,582 shares 5,582 $3.24M 0.44% +719 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,825 shares; 2025Q2: 41,360 shares; 2025Q3: 67,610 shares; 2025Q4: 75,875 shares; 2026Q1: 96,275 shares; 2026Q2: 101,816 shares 101,816 $3.23M 0.44% +5,541 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,248 shares; 2024Q4: 41,445 shares; 2025Q1: 40,104 shares; 2025Q2: 39,404 shares; 2025Q3: 38,078 shares; 2025Q4: 33,877 shares; 2026Q1: 32,484 shares; 2026Q2: 33,383 shares 33,383 $3.16M 0.43% +899 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,163 shares; 2024Q4: 42,341 shares; 2025Q1: 40,753 shares; 2025Q2: 40,195 shares; 2025Q3: 40,094 shares; 2025Q4: 37,187 shares; 2026Q1: 36,613 shares; 2026Q2: 37,234 shares 37,234 $3.11M 0.42% +621 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,698 shares; 2024Q4: 5,426 shares; 2025Q1: 5,328 shares; 2025Q2: 5,331 shares; 2025Q3: 5,276 shares; 2025Q4: 5,018 shares; 2026Q1: 4,768 shares; 2026Q2: 4,837 shares 4,837 $3.07M 0.42% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 2,172 shares; 2026Q1: 2,458 shares; 2026Q2: 2,519 shares 2,519 $3.02M 0.41% +61 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,077 shares; 2024Q4: 65,149 shares; 2025Q1: 64,860 shares; 2025Q2: 61,382 shares; 2025Q3: 57,552 shares; 2025Q4: 53,860 shares; 2026Q1: 51,532 shares; 2026Q2: 50,736 shares 50,736 $2.89M 0.39% -796 Timeline EFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,479 shares; 2026Q2: 38,274 shares 38,274 $2.79M 0.38% +795 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,937 shares; 2024Q4: 142,746 shares; 2025Q1: 131,937 shares; 2025Q2: 131,041 shares; 2025Q3: 136,489 shares; 2025Q4: 135,650 shares; 2026Q1: 140,310 shares; 2026Q2: 137,845 shares 137,845 $2.63M 0.36% -2,465 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: 24,523 shares; 2024Q4: 23,934 shares; 2025Q1: 23,309 shares; 2025Q2: 23,095 shares; 2025Q3: 22,295 shares; 2025Q4: 20,903 shares; 2026Q1: 19,653 shares; 2026Q2: 19,645 shares 19,645 $2.42M 0.33% -8 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79,741 shares 79,741 $2.34M 0.32% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,953 shares; 2024Q4: 28,712 shares; 2025Q1: 28,407 shares; 2025Q2: 28,853 shares; 2025Q3: 28,047 shares; 2025Q4: 27,433 shares; 2026Q1: 26,356 shares; 2026Q2: 26,529 shares 26,529 $2.33M 0.32% +173 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,202 shares; 2024Q4: 120,742 shares; 2025Q1: 116,579 shares; 2025Q2: 112,814 shares; 2025Q3: 109,286 shares; 2025Q4: 91,660 shares; 2026Q1: 83,487 shares; 2026Q2: 93,983 shares 93,983 $2.26M 0.31% +10,496 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,640 shares; 2024Q4: 10,525 shares; 2025Q1: 12,530 shares; 2025Q2: 14,925 shares; 2025Q3: 14,980 shares; 2025Q4: 7,610 shares; 2026Q1: 7,510 shares; 2026Q2: 23,237 shares 23,237 $2.24M 0.31% +15,727 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,451 shares; 2024Q4: 28,636 shares; 2025Q1: 29,286 shares; 2025Q2: 29,861 shares; 2025Q3: 29,106 shares; 2025Q4: 14,421 shares; 2026Q1: 13,822 shares; 2026Q2: 28,550 shares 28,550 $2.16M 0.29% +14,728 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: 2,656 shares; 2024Q4: 3,738 shares; 2025Q1: 8,102 shares; 2025Q2: 9,958 shares; 2025Q3: 10,888 shares; 2025Q4: 10,705 shares; 2026Q1: not reported; 2026Q2: 10,939 shares 10,939 $2.08M 0.28% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,784 shares; 2026Q2: 21,978 shares 21,978 $2.01M 0.27% +18,194 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 9,125 shares; 2025Q1: 12,540 shares; 2025Q2: 14,345 shares; 2025Q3: 14,260 shares; 2025Q4: 10,615 shares; 2026Q1: 11,589 shares; 2026Q2: 22,967 shares 22,967 $1.9M 0.26% +11,378 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: not reported; 2024Q4: 448 shares; 2025Q1: not reported; 2025Q2: 3,336 shares; 2025Q3: 3,679 shares; 2025Q4: 3,614 shares; 2026Q1: 3,595 shares; 2026Q2: 3,706 shares 3,706 $1.86M 0.25% +111 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 1,300 shares; 2025Q4: 1,457 shares; 2026Q1: 1,548 shares; 2026Q2: 1,630 shares 1,630 $1.85M 0.25% +82 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,574 shares; 2024Q4: 20,515 shares; 2025Q1: 20,038 shares; 2025Q2: 20,174 shares; 2025Q3: 19,389 shares; 2025Q4: 14,677 shares; 2026Q1: 13,715 shares; 2026Q2: 5,685 shares 5,685 $1.81M 0.25% -8,030 Timeline SPSB 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: 45,066 shares; 2024Q4: 53,227 shares; 2025Q1: 52,762 shares; 2025Q2: 57,964 shares; 2025Q3: 52,359 shares; 2025Q4: 48,742 shares; 2026Q1: 55,640 shares; 2026Q2: 58,812 shares 58,812 $1.76M 0.24% +3,172 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,880 shares; 2024Q4: 6,793 shares; 2025Q1: 6,982 shares; 2025Q2: 6,971 shares; 2025Q3: 6,743 shares; 2025Q4: 6,160 shares; 2026Q1: 5,778 shares; 2026Q2: 5,436 shares 5,436 $1.71M 0.23% -342 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: 8,045 shares; 2024Q4: 8,427 shares; 2025Q1: 8,411 shares; 2025Q2: 7,548 shares; 2025Q3: 6,870 shares; 2025Q4: 6,005 shares; 2026Q1: 5,249 shares; 2026Q2: 4,749 shares 4,749 $1.68M 0.23% -500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: not reported; 2025Q1: 4,143 shares; 2025Q2: 4,658 shares; 2025Q3: 7,343 shares; 2025Q4: 7,945 shares; 2026Q1: 9,370 shares; 2026Q2: 10,710 shares 10,710 $1.67M 0.23% +1,340 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: 831 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 3,170 shares; 2025Q3: 3,650 shares; 2025Q4: 3,456 shares; 2026Q1: 3,355 shares; 2026Q2: 3,258 shares 3,258 $1.63M 0.22% -97 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: 10,784 shares; 2024Q4: 11,001 shares; 2025Q1: 11,590 shares; 2025Q2: 11,727 shares; 2025Q3: 11,395 shares; 2025Q4: 11,545 shares; 2026Q1: 10,803 shares; 2026Q2: 10,888 shares 10,888 $1.6M 0.22% +85 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 4,311 shares; 2026Q2: 8,900 shares 8,900 $1.56M 0.21% +4,589 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,114 shares; 2025Q1: 79,532 shares; 2025Q2: 81,743 shares; 2025Q3: 83,016 shares; 2025Q4: 61,380 shares; 2026Q1: 60,622 shares; 2026Q2: 63,103 shares 63,103 $1.55M 0.21% +2,481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,864 shares; 2026Q1: 2,897 shares; 2026Q2: 3,590 shares 3,590 $1.53M 0.21% +693 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: 5,998 shares; 2024Q4: 5,897 shares; 2025Q1: 6,104 shares; 2025Q2: 6,253 shares; 2025Q3: 5,861 shares; 2025Q4: 5,422 shares; 2026Q1: 4,672 shares; 2026Q2: 4,447 shares 4,447 $1.5M 0.2% -225 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: 17,023 shares; 2024Q4: 16,635 shares; 2025Q1: 16,428 shares; 2025Q2: 15,869 shares; 2025Q3: 4,044 shares; 2025Q4: 2,296 shares; 2026Q1: 2,091 shares; 2026Q2: 2,054 shares 2,054 $1.49M 0.2% -37 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,788 shares; 2025Q3: 13,466 shares; 2025Q4: 10,963 shares; 2026Q1: 10,459 shares; 2026Q2: 11,573 shares 11,573 $1.46M 0.2% +1,114 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,394 shares; 2026Q2: 3,273 shares 3,273 $1.42M 0.19% +1,879 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 3,626 shares; 2025Q1: 3,723 shares; 2025Q2: 3,771 shares; 2025Q3: 3,533 shares; 2025Q4: 3,224 shares; 2026Q1: 3,058 shares; 2026Q2: 2,798 shares 2,798 $1.28M 0.17% -260 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,999 shares; 2026Q2: 7,545 shares 7,545 $1.28M 0.17% +3,546 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: 21,153 shares; 2024Q4: 19,582 shares; 2025Q1: 20,574 shares; 2025Q2: 21,091 shares; 2025Q3: 20,274 shares; 2025Q4: 17,874 shares; 2026Q1: 17,113 shares; 2026Q2: 17,557 shares 17,557 $1.27M 0.17% +444 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,202 shares; 2024Q4: 11,331 shares; 2025Q1: 11,098 shares; 2025Q2: 11,098 shares; 2025Q3: 11,093 shares; 2025Q4: 10,848 shares; 2026Q1: 10,273 shares; 2026Q2: 10,463 shares 10,463 $1.23M 0.17% +190 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,635 shares; 2026Q2: 11,830 shares 11,830 $1.22M 0.17% +195 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: 1,760 shares; 2025Q1: 2,882 shares; 2025Q2: 3,721 shares; 2025Q3: 4,976 shares; 2025Q4: 4,316 shares; 2026Q1: 4,299 shares; 2026Q2: 4,929 shares 4,929 $1.21M 0.17% +630 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: 5,484 shares; 2024Q4: 5,454 shares; 2025Q1: 5,408 shares; 2025Q2: 4,788 shares; 2025Q3: 4,523 shares; 2025Q4: 4,458 shares; 2026Q1: 4,008 shares; 2026Q2: 3,927 shares 3,927 $1.18M 0.16% -81 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,275 shares; 2024Q4: 9,245 shares; 2025Q1: 9,320 shares; 2025Q2: 9,483 shares; 2025Q3: 9,985 shares; 2025Q4: 10,735 shares; 2026Q1: 10,348 shares; 2026Q2: 10,193 shares 10,193 $1.1M 0.15% -155 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,145 shares; 2025Q1: 22,135 shares; 2025Q2: 20,710 shares; 2025Q3: 20,845 shares; 2025Q4: 20,675 shares; 2026Q1: 21,025 shares; 2026Q2: 20,435 shares 20,435 $1.07M 0.15% -590 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,105 shares; 2024Q4: 22,747 shares; 2025Q1: 21,570 shares; 2025Q2: 21,824 shares; 2025Q3: 21,159 shares; 2025Q4: 17,308 shares; 2026Q1: 14,406 shares; 2026Q2: 13,832 shares 13,832 $1.05M 0.14% -574 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,484 shares; 2024Q4: 6,934 shares; 2025Q1: 7,034 shares; 2025Q2: 9,344 shares; 2025Q3: 10,069 shares; 2025Q4: 10,084 shares; 2026Q1: 9,599 shares; 2026Q2: 9,709 shares 9,709 $1.03M 0.14% +110 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,402 shares 7,402 $1.01M 0.14% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,633 shares; 2024Q4: 6,633 shares; 2025Q1: 6,633 shares; 2025Q2: 6,633 shares; 2025Q3: 6,588 shares; 2025Q4: 6,580 shares; 2026Q1: 6,570 shares; 2026Q2: 6,573 shares 6,573 $971K 0.13% +3 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,317 shares; 2025Q1: 18,762 shares; 2025Q2: 20,697 shares; 2025Q3: 20,907 shares; 2025Q4: 19,887 shares; 2026Q1: 17,920 shares; 2026Q2: 17,510 shares 17,510 $958K 0.13% -410 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: 1,081 shares; 2026Q2: 2,522 shares 2,522 $943K 0.13% +1,441 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $941K 0.13% new 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; 2024Q3: 17,699 shares; 2024Q4: 16,223 shares; 2025Q1: 16,809 shares; 2025Q2: 15,741 shares; 2025Q3: 14,949 shares; 2025Q4: 10,599 shares; 2026Q1: 9,176 shares; 2026Q2: 9,744 shares 9,744 $938K 0.13% +568 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 170 shares; 2025Q4: 7,513 shares; 2026Q1: 10,563 shares; 2026Q2: 12,925 shares 12,925 $923K 0.13% +2,362 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,324 shares; 2024Q4: 9,259 shares; 2025Q1: 8,873 shares; 2025Q2: 8,873 shares; 2025Q3: 8,160 shares; 2025Q4: 7,057 shares; 2026Q1: 6,612 shares; 2026Q2: 5,379 shares 5,379 $915K 0.12% -1,233 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,709 shares; 2024Q4: 27,145 shares; 2025Q1: 27,370 shares; 2025Q2: 27,358 shares; 2025Q3: 26,094 shares; 2025Q4: 23,279 shares; 2026Q1: 12,995 shares; 2026Q2: 6,791 shares 6,791 $881K 0.12% -6,204 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: 3,889 shares; 2025Q1: 3,889 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 7,778 shares; 2026Q1: 4,378 shares; 2026Q2: 4,328 shares 4,328 $825K 0.11% -50 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: 1,063 shares; 2024Q4: 1,129 shares; 2025Q1: 958 shares; 2025Q2: 1,045 shares; 2025Q3: 5,358 shares; 2025Q4: 5,352 shares; 2026Q1: 4,988 shares; 2026Q2: 5,166 shares 5,166 $809K 0.11% +178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,044 shares; 2025Q4: 8,662 shares; 2026Q1: 9,454 shares; 2026Q2: 8,820 shares 8,820 $800K 0.11% -634 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: 1,867 shares; 2024Q4: 1,837 shares; 2025Q1: 1,807 shares; 2025Q2: 1,822 shares; 2025Q3: 1,792 shares; 2025Q4: 1,742 shares; 2026Q1: 1,632 shares; 2026Q2: 1,553 shares 1,553 $798K 0.11% -79 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 4,474 shares; 2025Q1: 5,208 shares; 2025Q2: 5,753 shares; 2025Q3: 5,603 shares; 2025Q4: 4,908 shares; 2026Q1: 5,443 shares; 2026Q2: 5,844 shares 5,844 $792K 0.11% +401 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,196 shares; 2025Q3: 10,203 shares; 2025Q4: 9,885 shares; 2026Q1: 9,789 shares; 2026Q2: 9,877 shares 9,877 $778K 0.11% +88 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,169 shares; 2026Q2: 14,694 shares 14,694 $775K 0.11% -475 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 4,378 shares; 2025Q4: 4,124 shares; 2026Q1: 4,164 shares; 2026Q2: 4,554 shares 4,554 $764K 0.1% +390 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,043 shares; 2025Q1: 1,398 shares; 2025Q2: 1,610 shares; 2025Q3: 1,744 shares; 2025Q4: 1,705 shares; 2026Q1: 1,864 shares; 2026Q2: 1,649 shares 1,649 $751K 0.1% -215 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,176 shares; 2024Q4: 14,764 shares; 2025Q1: 14,809 shares; 2025Q2: 15,066 shares; 2025Q3: 14,151 shares; 2025Q4: 12,312 shares; 2026Q1: 12,107 shares; 2026Q2: 10,299 shares 10,299 $740K 0.1% -1,808 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares; 2026Q2: 15,198 shares 15,198 $707K 0.1% +6,198 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,403 shares; 2025Q2: 6,055 shares; 2025Q3: 6,830 shares; 2025Q4: 6,302 shares; 2026Q1: 6,465 shares; 2026Q2: 6,989 shares 6,989 $699K 0.1% +524 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,341 shares; 2024Q4: 3,381 shares; 2025Q1: 3,288 shares; 2025Q2: 2,359 shares; 2025Q3: 2,106 shares; 2025Q4: 1,836 shares; 2026Q1: 1,810 shares; 2026Q2: 1,712 shares 1,712 $642K 0.09% -98 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,175 shares; 2024Q4: 10,090 shares; 2025Q1: 10,621 shares; 2025Q2: 10,886 shares; 2025Q3: 10,186 shares; 2025Q4: 9,328 shares; 2026Q1: 9,194 shares; 2026Q2: 9,136 shares 9,136 $632K 0.09% -58 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,963 shares; 2025Q4: 3,901 shares; 2026Q1: 4,400 shares; 2026Q2: 5,015 shares 5,015 $624K 0.08% +615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,651 shares; 2026Q1: 4,384 shares; 2026Q2: 5,343 shares 5,343 $623K 0.08% +959 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,078 shares; 2024Q4: not reported; 2025Q1: 14,101 shares; 2025Q2: 14,429 shares; 2025Q3: 14,609 shares; 2025Q4: 15,167 shares; 2026Q1: 3,942 shares; 2026Q2: 4,339 shares 4,339 $618K 0.08% +397 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,656 shares; 2024Q4: 4,877 shares; 2025Q1: 5,347 shares; 2025Q2: 7,706 shares; 2025Q3: 7,687 shares; 2025Q4: 7,212 shares; 2026Q1: 7,088 shares; 2026Q2: 7,099 shares 7,099 $614K 0.08% +11 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685 shares; 2024Q4: 688 shares; 2025Q1: 743 shares; 2025Q2: 824 shares; 2025Q3: 767 shares; 2025Q4: 575 shares; 2026Q1: 551 shares; 2026Q2: 559 shares 559 $583K 0.08% +8 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: 1,939 shares; 2024Q4: 1,928 shares; 2025Q1: 1,589 shares; 2025Q2: 1,639 shares; 2025Q3: 1,825 shares; 2025Q4: 1,414 shares; 2026Q1: 1,310 shares; 2026Q2: 1,595 shares 1,595 $578K 0.08% +285 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 6,938 shares; 2025Q1: 6,938 shares; 2025Q2: 6,938 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares; 2026Q1: 7,323 shares; 2026Q2: 7,323 shares 7,323 $561K 0.08% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,381 shares; 2024Q4: 6,746 shares; 2025Q1: 7,676 shares; 2025Q2: 7,932 shares; 2025Q3: 8,422 shares; 2025Q4: 8,096 shares; 2026Q1: 8,150 shares; 2026Q2: 8,366 shares 8,366 $556K 0.08% +216 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,654 shares; 2024Q4: 7,538 shares; 2025Q1: 7,554 shares; 2025Q2: 7,526 shares; 2025Q3: 7,064 shares; 2025Q4: 6,270 shares; 2026Q1: 5,987 shares; 2026Q2: 5,719 shares 5,719 $554K 0.08% -268 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,565 shares; 2024Q4: not reported; 2025Q1: 8,565 shares; 2025Q2: 8,565 shares; 2025Q3: 8,565 shares; 2025Q4: 8,565 shares; 2026Q1: 8,565 shares; 2026Q2: 8,565 shares 8,565 $524K 0.07% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 10,616 shares; 2026Q1: 12,200 shares; 2026Q2: 15,507 shares 15,507 $490K 0.07% +3,307 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,183 shares; 2024Q4: 6,408 shares; 2025Q1: 5,823 shares; 2025Q2: 5,775 shares; 2025Q3: 5,650 shares; 2025Q4: 4,609 shares; 2026Q1: 4,451 shares; 2026Q2: 4,870 shares 4,870 $470K 0.06% +419 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: 1,424 shares; 2024Q4: 1,396 shares; 2025Q1: 1,119 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,096 shares; 2026Q1: 1,031 shares; 2026Q2: 899 shares 899 $445K 0.06% -132 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 883 shares; 2025Q3: 808 shares; 2025Q4: 793 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $441K 0.06% 0 Timeline MKSI MKS INC. More: the full row for MKS 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: 909 shares 909 $404K 0.06% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: not reported; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $390K 0.05% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: not reported; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: not reported; 2026Q2: 2,892 shares 2,892 $359K 0.05% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $349K 0.05% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,415 shares; 2025Q4: 5,565 shares; 2026Q1: 5,465 shares; 2026Q2: 6,975 shares 6,975 $332K 0.05% +1,510 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,113 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,663 shares; 2025Q4: 7,326 shares; 2026Q1: 7,326 shares; 2026Q2: 6,502 shares 6,502 $330K 0.05% -824 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,317 shares; 2024Q4: 13,474 shares; 2025Q1: 14,244 shares; 2025Q2: 14,704 shares; 2025Q3: 14,530 shares; 2025Q4: 12,688 shares; 2026Q1: 12,412 shares; 2026Q2: 6,881 shares 6,881 $319K 0.04% -5,531 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW 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: 2,474 shares 2,474 $305K 0.04% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $301K 0.04% 0 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; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,270 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,180 shares; 2026Q1: 1,105 shares; 2026Q2: 990 shares 990 $300K 0.04% -115 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,931 shares; 2024Q4: 3,834 shares; 2025Q1: 3,927 shares; 2025Q2: 2,430 shares; 2025Q3: 2,118 shares; 2025Q4: 1,598 shares; 2026Q1: 1,473 shares; 2026Q2: 1,393 shares 1,393 $296K 0.04% -80 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,130 shares; 2025Q3: 2,230 shares; 2025Q4: 2,339 shares; 2026Q1: 2,171 shares; 2026Q2: 1,946 shares 1,946 $284K 0.04% -225 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,179 shares; 2024Q4: 3,192 shares; 2025Q1: 3,568 shares; 2025Q2: 3,767 shares; 2025Q3: 3,481 shares; 2025Q4: 2,994 shares; 2026Q1: 1,884 shares; 2026Q2: 1,752 shares 1,752 $278K 0.04% -132 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; 2024Q3: 355 shares; 2024Q4: 351 shares; 2025Q1: 359 shares; 2025Q2: 259 shares; 2025Q3: 238 shares; 2025Q4: 168 shares; 2026Q1: 155 shares; 2026Q2: 139 shares 139 $271K 0.04% -16 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,930 shares; 2025Q4: 3,705 shares; 2026Q1: not reported; 2026Q2: 3,830 shares 3,830 $262K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,283 shares 2,283 $252K 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 185 shares 185 $252K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,645 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $245K 0.03% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 4,369 shares; 2025Q4: 4,464 shares; 2026Q1: 4,319 shares; 2026Q2: 4,251 shares 4,251 $236K 0.03% -68 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,405 shares; 2026Q1: 2,400 shares; 2026Q2: 2,050 shares 2,050 $232K 0.03% -350 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 3,260 shares; 2025Q1: 2,654 shares; 2025Q2: 2,277 shares; 2025Q3: 1,880 shares; 2025Q4: not reported; 2026Q1: 1,395 shares; 2026Q2: 1,350 shares 1,350 $207K 0.03% -45 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $203K 0.03% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,780 shares; 2024Q4: 39,043 shares; 2025Q1: 37,123 shares; 2025Q2: 36,129 shares; 2025Q3: 34,304 shares; 2025Q4: 30,525 shares; 2026Q1: 27,838 shares; 2026Q2: 1,711 shares 1,711 $202K 0.03% -26,127 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,775 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,775 shares 3,775 $201K 0.03% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,267 shares; 2024Q4: 22,872 shares; 2025Q1: not reported; 2025Q2: 20,518 shares; 2025Q3: 16,968 shares; 2025Q4: 11,606 shares; 2026Q1: not reported; 2026Q2: 11,137 shares 11,137 $121K 0.02% new Timeline