AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,552 shares; 2024Q4: 82,438 shares; 2025Q1: 77,684 shares; 2025Q2: 80,752 shares; 2025Q3: 79,018 shares; 2025Q4: 76,733 shares; 2026Q1: 77,600 shares; 2026Q2: 76,362 shares 76,362 $22.1M 2.58% -1,238 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: 12,624 shares; 2024Q4: 12,461 shares; 2025Q1: 11,748 shares; 2025Q2: 11,812 shares; 2025Q3: 11,671 shares; 2025Q4: 12,234 shares; 2026Q1: 12,008 shares; 2026Q2: 11,817 shares 11,817 $16.1M 1.88% -191 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: 38,595 shares; 2024Q4: 38,932 shares; 2025Q1: 37,432 shares; 2025Q2: 38,076 shares; 2025Q3: 37,220 shares; 2025Q4: 35,625 shares; 2026Q1: 41,344 shares; 2026Q2: 41,086 shares 41,086 $15.3M 1.79% -258 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,942 shares; 2024Q4: 18,713 shares; 2025Q1: 19,184 shares; 2025Q2: 20,054 shares; 2025Q3: 22,349 shares; 2025Q4: 26,131 shares; 2026Q1: 38,785 shares; 2026Q2: 35,240 shares 35,240 $14.6M 1.71% -3,545 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,771 shares; 2024Q4: 15,149 shares; 2025Q1: 14,083 shares; 2025Q2: 14,118 shares; 2025Q3: 13,875 shares; 2025Q4: 14,586 shares; 2026Q1: 14,415 shares; 2026Q2: 14,372 shares 14,372 $13.4M 1.57% -43 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: 50,600 shares; 2024Q4: 46,796 shares; 2025Q1: 42,242 shares; 2025Q2: 44,109 shares; 2025Q3: 39,314 shares; 2025Q4: 37,776 shares; 2026Q1: 37,221 shares; 2026Q2: 35,199 shares 35,199 $13.3M 1.55% -2,022 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,351 shares; 2024Q4: 48,698 shares; 2025Q1: 47,570 shares; 2025Q2: 46,977 shares; 2025Q3: 44,049 shares; 2025Q4: 42,561 shares; 2026Q1: 41,995 shares; 2026Q2: 46,831 shares 46,831 $13.3M 1.55% +4,836 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,655 shares; 2024Q4: 112,652 shares; 2025Q1: 103,488 shares; 2025Q2: 105,059 shares; 2025Q3: 104,203 shares; 2025Q4: 108,905 shares; 2026Q1: 110,625 shares; 2026Q2: 110,309 shares 110,309 $12.9M 1.51% -316 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: 169,711 shares; 2024Q4: 165,540 shares; 2025Q1: 162,451 shares; 2025Q2: 162,846 shares; 2025Q3: 150,740 shares; 2025Q4: 151,113 shares; 2026Q1: 100,650 shares; 2026Q2: 106,058 shares 106,058 $12.5M 1.45% +5,408 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: 23,037 shares; 2024Q4: 23,867 shares; 2025Q1: 23,503 shares; 2025Q2: 23,624 shares; 2025Q3: 23,367 shares; 2025Q4: 24,291 shares; 2026Q1: 24,079 shares; 2026Q2: 23,750 shares 23,750 $12.3M 1.44% -329 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,455 shares; 2024Q4: 38,483 shares; 2025Q1: 36,382 shares; 2025Q2: 36,333 shares; 2025Q3: 36,001 shares; 2025Q4: 36,374 shares; 2026Q1: 36,121 shares; 2026Q2: 35,965 shares 35,965 $12.3M 1.43% -156 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: 285 shares; 2024Q4: 807 shares; 2025Q1: 6,512 shares; 2025Q2: 7,240 shares; 2025Q3: 10,913 shares; 2025Q4: 9,744 shares; 2026Q1: 9,597 shares; 2026Q2: 10,188 shares 10,188 $12.2M 1.43% +591 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,780 shares; 2024Q4: 88,430 shares; 2025Q1: 83,978 shares; 2025Q2: 84,753 shares; 2025Q3: 83,986 shares; 2025Q4: 85,136 shares; 2026Q1: 109,948 shares; 2026Q2: 103,889 shares 103,889 $12.1M 1.42% -6,059 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,953 shares; 2024Q4: 52,681 shares; 2025Q1: 52,787 shares; 2025Q2: 53,392 shares; 2025Q3: 52,735 shares; 2025Q4: 53,340 shares; 2026Q1: 52,006 shares; 2026Q2: 54,910 shares 54,910 $12.1M 1.41% +2,904 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: 35,373 shares; 2024Q4: 34,976 shares; 2025Q1: 35,407 shares; 2025Q2: 35,597 shares; 2025Q3: 34,949 shares; 2025Q4: 33,273 shares; 2026Q1: 32,970 shares; 2026Q2: 33,512 shares 33,512 $11.9M 1.39% +542 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,525 shares; 2024Q4: 47,482 shares; 2025Q1: 46,372 shares; 2025Q2: 47,506 shares; 2025Q3: 47,629 shares; 2025Q4: 54,972 shares; 2026Q1: 40,424 shares; 2026Q2: 39,548 shares 39,548 $11.8M 1.38% -876 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: 142,442 shares; 2024Q4: 140,380 shares; 2025Q1: 140,069 shares; 2025Q2: 142,496 shares; 2025Q3: 160,040 shares; 2025Q4: 137,085 shares; 2026Q1: 133,938 shares; 2026Q2: 131,600 shares 131,600 $11.6M 1.35% -2,338 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,472 shares; 2024Q4: 120,921 shares; 2025Q1: 116,996 shares; 2025Q2: 118,363 shares; 2025Q3: 118,582 shares; 2025Q4: 120,708 shares; 2026Q1: 159,660 shares; 2026Q2: 150,896 shares 150,896 $11.5M 1.35% -8,764 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,352 shares; 2024Q4: 34,854 shares; 2025Q1: 34,217 shares; 2025Q2: 34,325 shares; 2025Q3: 34,056 shares; 2025Q4: 36,488 shares; 2026Q1: 49,385 shares; 2026Q2: 50,215 shares 50,215 $11.2M 1.31% +830 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,257 shares; 2024Q4: 61,908 shares; 2025Q1: 59,692 shares; 2025Q2: 60,140 shares; 2025Q3: 60,163 shares; 2025Q4: 64,064 shares; 2026Q1: 87,602 shares; 2026Q2: 84,940 shares 84,940 $11.2M 1.3% -2,662 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 23,635 shares; 2026Q2: 22,695 shares 22,695 $11.1M 1.3% -940 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,267 shares; 2025Q2: 70,079 shares; 2025Q3: 80,906 shares; 2025Q4: 63,290 shares; 2026Q1: 52,880 shares; 2026Q2: 62,586 shares 62,586 $11M 1.29% +9,706 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,406 shares; 2024Q4: 126,738 shares; 2025Q1: 118,562 shares; 2025Q2: 119,198 shares; 2025Q3: 132,379 shares; 2025Q4: 137,386 shares; 2026Q1: 142,695 shares; 2026Q2: 169,855 shares 169,855 $10.9M 1.27% +27,160 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,907 shares; 2024Q4: 28,312 shares; 2025Q1: 28,483 shares; 2025Q2: 28,893 shares; 2025Q3: 28,691 shares; 2025Q4: 29,066 shares; 2026Q1: 29,267 shares; 2026Q2: 31,373 shares 31,373 $10.8M 1.26% +2,106 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,824 shares; 2024Q4: 19,473 shares; 2025Q1: 19,642 shares; 2025Q2: 19,875 shares; 2025Q3: 20,420 shares; 2025Q4: 30,391 shares; 2026Q1: 46,708 shares; 2026Q2: 46,828 shares 46,828 $10.8M 1.26% +120 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,064 shares; 2024Q4: 38,059 shares; 2025Q1: 39,972 shares; 2025Q2: 40,302 shares; 2025Q3: 39,483 shares; 2025Q4: 36,621 shares; 2026Q1: 34,741 shares; 2026Q2: 36,645 shares 36,645 $10.6M 1.24% +1,904 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: 26,777 shares; 2024Q4: 26,405 shares; 2025Q1: 26,556 shares; 2025Q2: 27,030 shares; 2025Q3: 26,763 shares; 2025Q4: 27,191 shares; 2026Q1: 27,262 shares; 2026Q2: 30,013 shares 30,013 $10.6M 1.24% +2,751 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: 165,606 shares; 2024Q4: 152,366 shares; 2025Q1: 141,206 shares; 2025Q2: 144,378 shares; 2025Q3: 141,219 shares; 2025Q4: 143,189 shares; 2026Q1: 88,217 shares; 2026Q2: 93,445 shares 93,445 $10.6M 1.24% +5,228 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: 64,663 shares; 2024Q4: 64,911 shares; 2025Q1: 63,036 shares; 2025Q2: 63,344 shares; 2025Q3: 63,177 shares; 2025Q4: 73,588 shares; 2026Q1: 107,298 shares; 2026Q2: 107,571 shares 107,571 $10.6M 1.23% +273 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,561 shares; 2024Q4: 48,229 shares; 2025Q1: 46,027 shares; 2025Q2: 46,940 shares; 2025Q3: 51,552 shares; 2025Q4: 47,419 shares; 2026Q1: 26,524 shares; 2026Q2: 26,398 shares 26,398 $10.5M 1.22% -126 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: 3,513 shares; 2024Q4: 3,250 shares; 2025Q1: 3,393 shares; 2025Q2: 4,469 shares; 2025Q3: 4,819 shares; 2025Q4: 4,977 shares; 2026Q1: 5,195 shares; 2026Q2: 31,711 shares 31,711 $10.4M 1.21% +26,516 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,010 shares; 2024Q4: 36,982 shares; 2025Q1: 36,121 shares; 2025Q2: 36,311 shares; 2025Q3: 35,811 shares; 2025Q4: 35,776 shares; 2026Q1: 35,517 shares; 2026Q2: 36,966 shares 36,966 $10.3M 1.2% +1,449 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,556 shares; 2026Q2: 24,690 shares 24,690 $10.3M 1.2% +134 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,411 shares; 2024Q4: 64,991 shares; 2025Q1: 61,491 shares; 2025Q2: 61,590 shares; 2025Q3: 60,066 shares; 2025Q4: 58,526 shares; 2026Q1: 59,706 shares; 2026Q2: 59,371 shares 59,371 $10.2M 1.19% -335 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: not reported; 2024Q4: 10,572 shares; 2025Q1: 10,018 shares; 2025Q2: 10,080 shares; 2025Q3: 10,103 shares; 2025Q4: 10,408 shares; 2026Q1: 10,387 shares; 2026Q2: 10,621 shares 10,621 $10.2M 1.19% +234 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: 33,585 shares; 2024Q4: 32,677 shares; 2025Q1: 33,041 shares; 2025Q2: 33,893 shares; 2025Q3: 38,304 shares; 2025Q4: 34,576 shares; 2026Q1: 23,890 shares; 2026Q2: 28,008 shares 28,008 $10.1M 1.18% +4,118 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: 49,064 shares; 2024Q4: 51,095 shares; 2025Q1: 50,971 shares; 2025Q2: 52,151 shares; 2025Q3: 51,651 shares; 2025Q4: 49,491 shares; 2026Q1: 35,344 shares; 2026Q2: 39,870 shares 39,870 $10.1M 1.18% +4,526 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: 24,954 shares; 2024Q4: 26,072 shares; 2025Q1: 24,020 shares; 2025Q2: 24,580 shares; 2025Q3: 24,279 shares; 2025Q4: 25,608 shares; 2026Q1: 26,960 shares; 2026Q2: 29,508 shares 29,508 $10.1M 1.18% +2,548 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,359 shares; 2024Q4: 12,224 shares; 2025Q1: 11,099 shares; 2025Q2: 11,532 shares; 2025Q3: 11,819 shares; 2025Q4: 11,749 shares; 2026Q1: 9,085 shares; 2026Q2: 10,138 shares 10,138 $9.92M 1.16% +1,053 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: 70,608 shares; 2024Q4: 71,167 shares; 2025Q1: 70,441 shares; 2025Q2: 71,147 shares; 2025Q3: 68,679 shares; 2025Q4: 71,169 shares; 2026Q1: 105,888 shares; 2026Q2: 109,046 shares 109,046 $9.89M 1.15% +3,158 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,601 shares; 2024Q4: 34,299 shares; 2025Q1: 34,557 shares; 2025Q2: 35,092 shares; 2025Q3: 34,915 shares; 2025Q4: 35,630 shares; 2026Q1: 35,455 shares; 2026Q2: 36,515 shares 36,515 $9.88M 1.15% +1,060 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,898 shares; 2024Q4: 78,939 shares; 2025Q1: 78,777 shares; 2025Q2: 79,783 shares; 2025Q3: 78,312 shares; 2025Q4: 73,268 shares; 2026Q1: 75,709 shares; 2026Q2: 83,398 shares 83,398 $9.86M 1.15% +7,689 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: 2,464 shares; 2024Q4: 2,720 shares; 2025Q1: 3,022 shares; 2025Q2: 3,542 shares; 2025Q3: 4,362 shares; 2025Q4: 4,814 shares; 2026Q1: 42,361 shares; 2026Q2: 44,162 shares 44,162 $9.84M 1.15% +1,801 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; 2024Q3: 21,394 shares; 2024Q4: 21,219 shares; 2025Q1: 20,908 shares; 2025Q2: 21,166 shares; 2025Q3: 20,917 shares; 2025Q4: 20,992 shares; 2026Q1: 21,839 shares; 2026Q2: 24,125 shares 24,125 $9.83M 1.15% +2,286 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,348 shares; 2025Q2: 9,801 shares; 2025Q3: 13,550 shares; 2025Q4: 18,516 shares; 2026Q1: 29,054 shares; 2026Q2: 29,027 shares 29,027 $9.82M 1.15% -27 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,778 shares; 2024Q4: 169,378 shares; 2025Q1: 170,400 shares; 2025Q2: 172,654 shares; 2025Q3: 172,210 shares; 2025Q4: 181,218 shares; 2026Q1: 180,016 shares; 2026Q2: 174,671 shares 174,671 $9.79M 1.14% -5,345 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: 26,107 shares; 2024Q4: 26,622 shares; 2025Q1: 25,704 shares; 2025Q2: 25,964 shares; 2025Q3: 25,567 shares; 2025Q4: 26,439 shares; 2026Q1: 26,650 shares; 2026Q2: 31,079 shares 31,079 $9.78M 1.14% +4,429 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: 71,291 shares; 2024Q4: 74,923 shares; 2025Q1: 73,506 shares; 2025Q2: 74,876 shares; 2025Q3: 74,832 shares; 2025Q4: 73,149 shares; 2026Q1: 72,475 shares; 2026Q2: 71,369 shares 71,369 $9.67M 1.13% -1,106 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; 2024Q3: 92,163 shares; 2024Q4: 94,805 shares; 2025Q1: 95,305 shares; 2025Q2: 96,701 shares; 2025Q3: 98,184 shares; 2025Q4: 105,600 shares; 2026Q1: 104,252 shares; 2026Q2: 104,479 shares 104,479 $9.58M 1.12% +227 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: 53,134 shares; 2024Q4: 49,295 shares; 2025Q1: 45,174 shares; 2025Q2: 45,286 shares; 2025Q3: 45,120 shares; 2025Q4: 50,999 shares; 2026Q1: 51,728 shares; 2026Q2: 55,902 shares 55,902 $9.51M 1.11% +4,174 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,221 shares; 2024Q4: 44,247 shares; 2025Q1: 42,153 shares; 2025Q2: 42,259 shares; 2025Q3: 41,854 shares; 2025Q4: 44,310 shares; 2026Q1: 62,643 shares; 2026Q2: 66,397 shares 66,397 $9.09M 1.06% +3,754 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: 77,628 shares; 2024Q4: 78,640 shares; 2025Q1: 77,680 shares; 2025Q2: 79,445 shares; 2025Q3: 80,137 shares; 2025Q4: 91,169 shares; 2026Q1: 91,413 shares; 2026Q2: 92,883 shares 92,883 $9M 1.05% +1,470 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: 39,078 shares; 2024Q4: 194,010 shares; 2025Q1: 193,040 shares; 2025Q2: 195,025 shares; 2025Q3: 192,436 shares; 2025Q4: 194,311 shares; 2026Q1: 197,679 shares; 2026Q2: 284,547 shares 284,547 $8.99M 1.05% +86,868 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: 51,915 shares; 2024Q4: 53,434 shares; 2025Q1: 53,746 shares; 2025Q2: 54,366 shares; 2025Q3: 54,382 shares; 2025Q4: 57,800 shares; 2026Q1: 57,944 shares; 2026Q2: 61,179 shares 61,179 $8.97M 1.05% +3,235 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: 97,978 shares; 2024Q4: 102,234 shares; 2025Q1: 98,834 shares; 2025Q2: 100,206 shares; 2025Q3: 99,311 shares; 2025Q4: 100,037 shares; 2026Q1: 100,264 shares; 2026Q2: 114,041 shares 114,041 $8.92M 1.04% +13,777 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,590 shares; 2025Q2: 81,220 shares; 2025Q3: 101,601 shares; 2025Q4: 106,859 shares; 2026Q1: 112,872 shares; 2026Q2: 126,077 shares 126,077 $8.89M 1.04% +13,205 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: 1,162 shares; 2024Q4: 1,271 shares; 2025Q1: 7,543 shares; 2025Q2: 9,259 shares; 2025Q3: 12,502 shares; 2025Q4: 14,269 shares; 2026Q1: 15,960 shares; 2026Q2: 16,976 shares 16,976 $8.72M 1.02% +1,016 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: 29,531 shares; 2024Q4: 30,110 shares; 2025Q1: 29,548 shares; 2025Q2: 29,970 shares; 2025Q3: 29,796 shares; 2025Q4: 29,818 shares; 2026Q1: 29,854 shares; 2026Q2: 31,907 shares 31,907 $8.62M 1.01% +2,053 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,802 shares; 2025Q4: 23,631 shares; 2026Q1: 37,107 shares; 2026Q2: 34,378 shares 34,378 $8.54M 1% -2,729 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; 2024Q3: 30,516 shares; 2024Q4: 32,359 shares; 2025Q1: 33,619 shares; 2025Q2: 35,526 shares; 2025Q3: 36,045 shares; 2025Q4: 40,711 shares; 2026Q1: 41,673 shares; 2026Q2: 55,723 shares 55,723 $8.43M 0.98% +14,050 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,081 shares; 2024Q4: 49,616 shares; 2025Q1: 49,589 shares; 2025Q2: 49,962 shares; 2025Q3: 50,432 shares; 2025Q4: 52,000 shares; 2026Q1: 52,106 shares; 2026Q2: 61,106 shares 61,106 $8.42M 0.98% +9,000 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,396 shares; 2024Q4: 123,519 shares; 2025Q1: 122,922 shares; 2025Q2: 123,774 shares; 2025Q3: 124,978 shares; 2025Q4: 138,076 shares; 2026Q1: 140,878 shares; 2026Q2: 142,795 shares 142,795 $8.26M 0.96% +1,917 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: 49,941 shares; 2024Q4: 53,256 shares; 2025Q1: 55,449 shares; 2025Q2: 57,452 shares; 2025Q3: 57,483 shares; 2025Q4: 58,405 shares; 2026Q1: 58,984 shares; 2026Q2: 60,531 shares 60,531 $8.2M 0.96% +1,547 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,992 shares; 2024Q4: 106,170 shares; 2025Q1: 109,254 shares; 2025Q2: 116,178 shares; 2025Q3: 116,187 shares; 2025Q4: 131,593 shares; 2026Q1: 135,125 shares; 2026Q2: 193,333 shares 193,333 $7.94M 0.93% +58,208 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: 60,645 shares; 2024Q4: 57,644 shares; 2025Q1: 54,573 shares; 2025Q2: 54,858 shares; 2025Q3: 52,250 shares; 2025Q4: 59,459 shares; 2026Q1: 58,322 shares; 2026Q2: 61,537 shares 61,537 $7.58M 0.88% +3,215 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,471 shares; 2024Q4: 10,471 shares; 2025Q1: 10,477 shares; 2025Q2: 10,470 shares; 2025Q3: 10,470 shares; 2025Q4: 10,470 shares; 2026Q1: 10,470 shares; 2026Q2: 10,470 shares 10,470 $7.19M 0.84% 0 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: 48,267 shares; 2024Q4: 51,843 shares; 2025Q1: 52,370 shares; 2025Q2: 53,497 shares; 2025Q3: 54,167 shares; 2025Q4: 66,603 shares; 2026Q1: 69,257 shares; 2026Q2: 99,018 shares 99,018 $7.12M 0.83% +29,761 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; 2024Q3: 28,036 shares; 2024Q4: 28,673 shares; 2025Q1: 28,932 shares; 2025Q2: 29,830 shares; 2025Q3: 36,084 shares; 2025Q4: 35,958 shares; 2026Q1: 48,042 shares; 2026Q2: 54,367 shares 54,367 $6.77M 0.79% +6,325 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: 953 shares; 2025Q1: 1,159 shares; 2025Q2: 1,294 shares; 2025Q3: 10,260 shares; 2025Q4: 12,556 shares; 2026Q1: 23,151 shares; 2026Q2: 25,820 shares 25,820 $6.74M 0.79% +2,669 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,866 shares; 2024Q4: 94,376 shares; 2025Q1: 92,186 shares; 2025Q2: 94,198 shares; 2025Q3: 93,087 shares; 2025Q4: 90,449 shares; 2026Q1: 88,599 shares; 2026Q2: 36,899 shares 36,899 $6.24M 0.73% -51,700 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,298 shares; 2024Q4: 109,002 shares; 2025Q1: 120,240 shares; 2025Q2: 141,794 shares; 2025Q3: 142,041 shares; 2025Q4: 145,870 shares; 2026Q1: 146,079 shares; 2026Q2: 145,608 shares 145,608 $6.03M 0.7% -471 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,228 shares; 2025Q3: 105,351 shares; 2025Q4: 107,823 shares; 2026Q1: 108,340 shares; 2026Q2: 107,955 shares 107,955 $5.78M 0.67% -385 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,904 shares; 2024Q4: 17,929 shares; 2025Q1: 19,601 shares; 2025Q2: 20,298 shares; 2025Q3: 20,832 shares; 2025Q4: 21,891 shares; 2026Q1: 30,921 shares; 2026Q2: 45,054 shares 45,054 $4.11M 0.48% +14,133 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 5,107 shares; 2025Q1: 5,107 shares; 2025Q2: 7,177 shares; 2025Q3: 7,133 shares; 2025Q4: 5,911 shares; 2026Q1: 5,431 shares; 2026Q2: 5,431 shares 5,431 $4M 0.47% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE 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: 68,713 shares; 2026Q2: 72,483 shares 72,483 $3.65M 0.43% +3,770 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: 11,270 shares; 2024Q4: 10,894 shares; 2025Q1: 11,347 shares; 2025Q2: 13,883 shares; 2025Q3: 14,542 shares; 2025Q4: 14,321 shares; 2026Q1: 14,835 shares; 2026Q2: 15,081 shares 15,081 $3.59M 0.42% +246 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,297 shares; 2025Q3: 6,297 shares; 2025Q4: 6,297 shares; 2026Q1: 6,297 shares; 2026Q2: 6,297 shares 6,297 $3.29M 0.38% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,971 shares; 2024Q4: 24,691 shares; 2025Q1: 27,751 shares; 2025Q2: 30,074 shares; 2025Q3: 31,289 shares; 2025Q4: 33,250 shares; 2026Q1: 49,586 shares; 2026Q2: 76,310 shares 76,310 $3.18M 0.37% +26,724 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,507 shares; 2024Q4: 38,078 shares; 2025Q1: 36,881 shares; 2025Q2: 39,250 shares; 2025Q3: 40,496 shares; 2025Q4: 43,816 shares; 2026Q1: 45,720 shares; 2026Q2: 59,478 shares 59,478 $3.01M 0.35% +13,758 Timeline TFLO 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: 52,412 shares; 2026Q2: 55,463 shares 55,463 $2.81M 0.33% +3,051 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,138 shares; 2024Q4: 17,772 shares; 2025Q1: 20,114 shares; 2025Q2: 26,989 shares; 2025Q3: 38,578 shares; 2025Q4: 41,283 shares; 2026Q1: 57,761 shares; 2026Q2: 55,881 shares 55,881 $2.73M 0.32% -1,880 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: 6,122 shares; 2024Q4: 5,558 shares; 2025Q1: 5,950 shares; 2025Q2: 11,093 shares; 2025Q3: 11,520 shares; 2025Q4: 6,742 shares; 2026Q1: 7,229 shares; 2026Q2: 7,524 shares 7,524 $2.66M 0.31% +295 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,871 shares; 2024Q4: 8,871 shares; 2025Q1: 8,871 shares; 2025Q2: 10,013 shares; 2025Q3: 10,013 shares; 2025Q4: 10,013 shares; 2026Q1: 10,246 shares; 2026Q2: 10,246 shares 10,246 $2.48M 0.29% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 4,282 shares; 2025Q1: 4,904 shares; 2025Q2: 5,866 shares; 2025Q3: 6,552 shares; 2025Q4: 5,387 shares; 2026Q1: 5,567 shares; 2026Q2: 5,057 shares 5,057 $2.42M 0.28% -510 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: 762 shares; 2025Q2: 914 shares; 2025Q3: 1,241 shares; 2025Q4: 1,140 shares; 2026Q1: 1,168 shares; 2026Q2: 1,194 shares 1,194 $2.38M 0.28% +26 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: 1,206 shares; 2024Q4: 1,170 shares; 2025Q1: 1,136 shares; 2025Q2: 1,228 shares; 2025Q3: 1,305 shares; 2025Q4: 15,503 shares; 2026Q1: 27,783 shares; 2026Q2: 29,936 shares 29,936 $2.14M 0.25% +2,153 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,873 shares; 2025Q1: 1,936 shares; 2025Q2: 2,332 shares; 2025Q3: 3,312 shares; 2025Q4: 3,689 shares; 2026Q1: 3,877 shares; 2026Q2: 4,232 shares 4,232 $2.1M 0.25% +355 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,817 shares; 2025Q1: 8,343 shares; 2025Q2: 13,127 shares; 2025Q3: 19,781 shares; 2025Q4: 29,800 shares; 2026Q1: 46,324 shares; 2026Q2: 41,849 shares 41,849 $2.01M 0.23% -4,475 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,902 shares; 2024Q4: 143,432 shares; 2025Q1: 141,167 shares; 2025Q2: 141,824 shares; 2025Q3: 141,029 shares; 2025Q4: 161,306 shares; 2026Q1: 162,241 shares; 2026Q2: 34,107 shares 34,107 $1.97M 0.23% -128,134 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: 72,503 shares; 2024Q4: 70,703 shares; 2025Q1: 72,368 shares; 2025Q2: 74,108 shares; 2025Q3: 74,486 shares; 2025Q4: 81,244 shares; 2026Q1: 54,361 shares; 2026Q2: 15,624 shares 15,624 $1.93M 0.23% -38,737 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,734 shares; 2025Q4: 4,980 shares; 2026Q1: 10,927 shares; 2026Q2: 11,649 shares 11,649 $1.82M 0.21% +722 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,025 shares; 2025Q1: 1,560 shares; 2025Q2: 2,565 shares; 2025Q3: 2,231 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares; 2026Q2: 2,285 shares 2,285 $1.71M 0.2% +54 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: 2,208 shares; 2024Q4: 2,216 shares; 2025Q1: 2,172 shares; 2025Q2: 2,509 shares; 2025Q3: 2,691 shares; 2025Q4: 2,832 shares; 2026Q1: 2,992 shares; 2026Q2: 3,325 shares 3,325 $1.66M 0.19% +333 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: not reported; 2024Q4: not reported; 2025Q1: 3,694 shares; 2025Q2: 8,028 shares; 2025Q3: 8,618 shares; 2025Q4: 7,486 shares; 2026Q1: 7,746 shares; 2026Q2: 8,306 shares 8,306 $1.66M 0.19% +560 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 2,122 shares; 2026Q1: 4,960 shares; 2026Q2: 5,547 shares 5,547 $1.62M 0.19% +587 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 2,816 shares; 2025Q1: 2,982 shares; 2025Q2: 3,481 shares; 2025Q3: 4,296 shares; 2025Q4: 4,771 shares; 2026Q1: 5,593 shares; 2026Q2: 7,530 shares 7,530 $1.6M 0.19% +1,937 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 2,724 shares; 2025Q1: 2,879 shares; 2025Q2: 3,237 shares; 2025Q3: 3,941 shares; 2025Q4: 3,974 shares; 2026Q1: 4,116 shares; 2026Q2: 4,798 shares 4,798 $1.59M 0.19% +682 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,637 shares; 2024Q4: 8,119 shares; 2025Q1: 9,833 shares; 2025Q2: 12,535 shares; 2025Q3: 15,503 shares; 2025Q4: 16,717 shares; 2026Q1: 17,193 shares; 2026Q2: 15,217 shares 15,217 $1.58M 0.18% -1,976 Timeline MSCI MSCI INC More: the full row for MSCI 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: 2,764 shares; 2026Q2: 2,819 shares 2,819 $1.58M 0.18% +55 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: 4,328 shares; 2024Q4: 4,058 shares; 2025Q1: 2,485 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,003 shares; 2026Q1: 3,138 shares; 2026Q2: 12,501 shares 12,501 $1.55M 0.18% +9,363 Timeline VTI 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: 4,179 shares; 2024Q4: 4,179 shares; 2025Q1: 4,382 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,382 shares; 2026Q1: 4,382 shares; 2026Q2: 4,179 shares 4,179 $1.55M 0.18% -203 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: 1,718 shares; 2024Q4: 1,899 shares; 2025Q1: 2,107 shares; 2025Q2: 2,522 shares; 2025Q3: 2,940 shares; 2025Q4: 2,944 shares; 2026Q1: 3,822 shares; 2026Q2: 4,491 shares 4,491 $1.52M 0.18% +669 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,160 shares; 2025Q1: 1,218 shares; 2025Q2: 1,526 shares; 2025Q3: 2,152 shares; 2025Q4: 3,225 shares; 2026Q1: 3,614 shares; 2026Q2: 3,594 shares 3,594 $1.5M 0.17% -20 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: 5,534 shares; 2024Q4: 6,093 shares; 2025Q1: 6,660 shares; 2025Q2: 8,196 shares; 2025Q3: 9,927 shares; 2025Q4: 10,431 shares; 2026Q1: 10,648 shares; 2026Q2: 8,871 shares 8,871 $1.47M 0.17% -1,777 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 4,853 shares; 2025Q1: 5,473 shares; 2025Q2: 5,675 shares; 2025Q3: 5,732 shares; 2025Q4: 5,968 shares; 2026Q1: 8,170 shares; 2026Q2: 11,671 shares 11,671 $1.46M 0.17% +3,501 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 988 shares; 2025Q1: 1,143 shares; 2025Q2: 1,268 shares; 2025Q3: 1,565 shares; 2025Q4: 1,741 shares; 2026Q1: 2,561 shares; 2026Q2: 3,166 shares 3,166 $1.43M 0.17% +605 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: 1,541 shares; 2024Q4: 1,546 shares; 2025Q1: 1,535 shares; 2025Q2: 1,751 shares; 2025Q3: 1,867 shares; 2025Q4: 2,122 shares; 2026Q1: 2,311 shares; 2026Q2: 2,526 shares 2,526 $1.42M 0.17% +215 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; 2024Q3: 17,350 shares; 2024Q4: 17,350 shares; 2025Q1: 17,350 shares; 2025Q2: 18,878 shares; 2025Q3: 18,878 shares; 2025Q4: 18,878 shares; 2026Q1: 18,878 shares; 2026Q2: 18,878 shares 18,878 $1.35M 0.16% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,039 shares; 2024Q4: 15,509 shares; 2025Q1: 15,803 shares; 2025Q2: 16,177 shares; 2025Q3: 16,554 shares; 2025Q4: 17,072 shares; 2026Q1: 12,749 shares; 2026Q2: 13,197 shares 13,197 $1.31M 0.15% +448 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,097 shares; 2025Q1: 8,059 shares; 2025Q2: 8,819 shares; 2025Q3: 9,475 shares; 2025Q4: 10,285 shares; 2026Q1: 15,309 shares; 2026Q2: 24,079 shares 24,079 $1.3M 0.15% +8,770 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,752 shares; 2025Q1: 2,027 shares; 2025Q2: 2,199 shares; 2025Q3: 2,453 shares; 2025Q4: 2,315 shares; 2026Q1: 2,447 shares; 2026Q2: 2,801 shares 2,801 $1.26M 0.15% +354 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,088 shares; 2024Q4: 131,935 shares; 2025Q1: 133,723 shares; 2025Q2: 135,623 shares; 2025Q3: 134,759 shares; 2025Q4: 139,378 shares; 2026Q1: 91,836 shares; 2026Q2: 20,005 shares 20,005 $1.24M 0.14% -71,831 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: 12,276 shares; 2025Q1: 14,295 shares; 2025Q2: 9,284 shares; 2025Q3: 9,305 shares; 2025Q4: 9,565 shares; 2026Q1: 12,546 shares; 2026Q2: 17,319 shares 17,319 $1.21M 0.14% +4,773 Timeline IT GARTNER INC More: the full row for GARTNER 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: 8,746 shares; 2026Q2: 8,917 shares 8,917 $1.16M 0.13% +171 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,201 shares; 2025Q3: 4,475 shares; 2025Q4: 4,730 shares; 2026Q1: 7,168 shares; 2026Q2: 10,242 shares 10,242 $1.14M 0.13% +3,074 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,209 shares; 2024Q4: 2,533 shares; 2025Q1: 2,766 shares; 2025Q2: 3,302 shares; 2025Q3: 4,164 shares; 2025Q4: 4,941 shares; 2026Q1: 5,492 shares; 2026Q2: 6,427 shares 6,427 $1.07M 0.13% +935 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 333 shares; 2025Q1: 355 shares; 2025Q2: 5,961 shares; 2025Q3: 6,630 shares; 2025Q4: 6,935 shares; 2026Q1: 8,661 shares; 2026Q2: 11,510 shares 11,510 $1.06M 0.12% +2,849 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 7,513 shares; 2025Q3: 8,555 shares; 2025Q4: 9,459 shares; 2026Q1: 14,777 shares; 2026Q2: 22,817 shares 22,817 $974K 0.11% +8,040 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,657 shares; 2024Q4: 5,628 shares; 2025Q1: 5,583 shares; 2025Q2: 4,774 shares; 2025Q3: 4,763 shares; 2025Q4: 4,635 shares; 2026Q1: 4,635 shares; 2026Q2: 4,388 shares 4,388 $963K 0.11% -247 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: 5,299 shares; 2024Q4: 5,276 shares; 2025Q1: 5,276 shares; 2025Q2: 5,323 shares; 2025Q3: 5,214 shares; 2025Q4: 5,188 shares; 2026Q1: 5,188 shares; 2026Q2: 5,195 shares 5,195 $960K 0.11% +7 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: 6,367 shares; 2024Q4: 4,281 shares; 2025Q1: 4,314 shares; 2025Q2: 4,969 shares; 2025Q3: 5,319 shares; 2025Q4: 4,865 shares; 2026Q1: 2,229 shares; 2026Q2: 2,231 shares 2,231 $938K 0.11% +2 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,523 shares; 2024Q4: 10,263 shares; 2025Q1: 12,087 shares; 2025Q2: 13,132 shares; 2025Q3: 15,030 shares; 2025Q4: 13,549 shares; 2026Q1: 6,853 shares; 2026Q2: 7,707 shares 7,707 $932K 0.11% +854 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 8,994 shares; 2025Q1: 10,022 shares; 2025Q2: 10,871 shares; 2025Q3: 12,559 shares; 2025Q4: 13,206 shares; 2026Q1: 5,716 shares; 2026Q2: 7,056 shares 7,056 $812K 0.09% +1,340 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; 2024Q3: 7,690 shares; 2024Q4: 8,878 shares; 2025Q1: 9,890 shares; 2025Q2: 11,063 shares; 2025Q3: 13,197 shares; 2025Q4: 16,463 shares; 2026Q1: 19,745 shares; 2026Q2: 28,450 shares 28,450 $806K 0.09% +8,705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 324 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $771K 0.09% 0 Timeline PWZ 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: 24,763 shares; 2024Q4: 27,626 shares; 2025Q1: 28,141 shares; 2025Q2: 29,340 shares; 2025Q3: 31,939 shares; 2025Q4: 33,047 shares; 2026Q1: 30,983 shares; 2026Q2: 31,256 shares 31,256 $766K 0.09% +273 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,277 shares; 2024Q4: 12,326 shares; 2025Q1: 11,151 shares; 2025Q2: 11,475 shares; 2025Q3: 12,423 shares; 2025Q4: 12,925 shares; 2026Q1: 12,053 shares; 2026Q2: 12,144 shares 12,144 $700K 0.08% +91 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: 3,331 shares; 2024Q4: 2,926 shares; 2025Q1: 2,924 shares; 2025Q2: 3,417 shares; 2025Q3: 3,297 shares; 2025Q4: 3,226 shares; 2026Q1: 3,144 shares; 2026Q2: 3,142 shares 3,142 $596K 0.07% -2 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares; 2026Q2: 2,769 shares 2,769 $593K 0.07% +112 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,667 shares; 2024Q4: 68,871 shares; 2025Q1: 70,877 shares; 2025Q2: 73,206 shares; 2025Q3: 73,119 shares; 2025Q4: 80,617 shares; 2026Q1: 75,679 shares; 2026Q2: 4,824 shares 4,824 $585K 0.07% -70,855 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,498 shares; 2025Q4: 1,333 shares; 2026Q1: 1,356 shares; 2026Q2: 1,572 shares 1,572 $562K 0.07% +216 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: 4,556 shares; 2025Q1: 4,550 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares; 2026Q2: 4,697 shares 4,697 $548K 0.06% +66 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,559 shares; 2025Q3: 3,497 shares; 2025Q4: 3,521 shares; 2026Q1: 3,497 shares; 2026Q2: 3,708 shares 3,708 $507K 0.06% +211 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: 19,489 shares; 2024Q4: 19,546 shares; 2025Q1: 20,331 shares; 2025Q2: 20,603 shares; 2025Q3: 1,154 shares; 2025Q4: 1,042 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $496K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,847 shares; 2024Q4: 105,824 shares; 2025Q1: 101,570 shares; 2025Q2: 104,270 shares; 2025Q3: 104,889 shares; 2025Q4: 6,834 shares; 2026Q1: 4,659 shares; 2026Q2: 4,432 shares 4,432 $453K 0.05% -227 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,602 shares; 2024Q4: 3,269 shares; 2025Q1: 3,250 shares; 2025Q2: 2,715 shares; 2025Q3: 2,772 shares; 2025Q4: 2,765 shares; 2026Q1: 2,485 shares; 2026Q2: 2,245 shares 2,245 $449K 0.05% -240 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $439K 0.05% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,032 shares; 2024Q4: 3,032 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares; 2026Q1: 3,032 shares; 2026Q2: 3,032 shares 3,032 $424K 0.05% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 3,330 shares; 2026Q1: 3,330 shares; 2026Q2: 3,330 shares 3,330 $408K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,558 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares 1,706 $404K 0.05% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,912 shares; 2024Q4: 22,412 shares; 2025Q1: 22,412 shares; 2025Q2: 22,540 shares; 2025Q3: 22,810 shares; 2025Q4: 22,810 shares; 2026Q1: 16,645 shares; 2026Q2: 16,645 shares 16,645 $403K 0.05% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,511 shares; 2024Q4: 16,881 shares; 2025Q1: 16,881 shares; 2025Q2: 16,945 shares; 2025Q3: 17,055 shares; 2025Q4: 17,055 shares; 2026Q1: 7,855 shares; 2026Q2: 7,855 shares 7,855 $379K 0.04% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,305 shares; 2024Q4: 17,864 shares; 2025Q1: 17,043 shares; 2025Q2: 16,537 shares; 2025Q3: 16,157 shares; 2025Q4: 15,964 shares; 2026Q1: 15,518 shares; 2026Q2: 15,418 shares 15,418 $374K 0.04% -100 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,897 shares; 2024Q4: 19,897 shares; 2025Q1: 19,003 shares; 2025Q2: 19,003 shares; 2025Q3: 19,003 shares; 2025Q4: 19,003 shares; 2026Q1: 19,003 shares; 2026Q2: 19,003 shares 19,003 $363K 0.04% 0 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: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,648 shares; 2025Q2: 3,376 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 2,625 shares; 2026Q2: 2,706 shares 2,706 $348K 0.04% +81 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,216 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares; 2026Q2: 2,211 shares 2,211 $347K 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; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $330K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,767 shares; 2024Q4: 3,767 shares; 2025Q1: 3,767 shares; 2025Q2: 3,767 shares; 2025Q3: 3,767 shares; 2025Q4: 3,767 shares; 2026Q1: 3,767 shares; 2026Q2: 3,767 shares 3,767 $328K 0.04% 0 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: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares; 2025Q4: 9,435 shares; 2026Q1: 9,695 shares; 2026Q2: 3,915 shares 3,915 $324K 0.04% -5,780 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,602 shares; 2024Q4: 13,602 shares; 2025Q1: 13,602 shares; 2025Q2: 13,602 shares; 2025Q3: 13,602 shares; 2025Q4: 13,602 shares; 2026Q1: 13,602 shares; 2026Q2: 13,602 shares 13,602 $303K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,142 shares; 2026Q2: 7,142 shares 7,142 $302K 0.04% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares; 2026Q1: 8,002 shares; 2026Q2: 8,102 shares 8,102 $298K 0.03% +100 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: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $285K 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,308 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $280K 0.03% 0 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: 5,984 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,672 shares; 2025Q3: 2,663 shares; 2025Q4: 2,568 shares; 2026Q1: 2,568 shares; 2026Q2: 2,567 shares 2,567 $273K 0.03% -1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,180 shares; 2025Q2: 7,365 shares; 2025Q3: 7,180 shares; 2025Q4: not reported; 2026Q1: 7,180 shares; 2026Q2: 8,180 shares 8,180 $262K 0.03% +1,000 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,069 shares; 2024Q4: 22,069 shares; 2025Q1: 22,349 shares; 2025Q2: 22,635 shares; 2025Q3: 22,870 shares; 2025Q4: 22,870 shares; 2026Q1: 10,495 shares; 2026Q2: 10,495 shares 10,495 $254K 0.03% 0 Timeline VO 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: 770 shares; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 3,080 shares 3,080 $248K 0.03% +2,310 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $242K 0.03% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 5,475 shares; 2025Q1: 5,475 shares; 2025Q2: 5,475 shares; 2025Q3: 5,475 shares; 2025Q4: 5,475 shares; 2026Q1: 5,475 shares; 2026Q2: 5,475 shares 5,475 $240K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,042 shares; 2024Q4: 12,606 shares; 2025Q1: 12,606 shares; 2025Q2: 12,606 shares; 2025Q3: 12,606 shares; 2025Q4: 12,606 shares; 2026Q1: 10,420 shares; 2026Q2: 10,420 shares 10,420 $239K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217 shares 217 $231K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 2,784 shares; 2025Q1: 2,520 shares; 2025Q2: 1,954 shares; 2025Q3: 1,875 shares; 2025Q4: 1,806 shares; 2026Q1: 1,805 shares; 2026Q2: 1,673 shares 1,673 $230K 0.03% -132 Timeline EZU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280 $228K 0.03% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,461 shares; 2024Q4: 11,951 shares; 2025Q1: 12,030 shares; 2025Q2: 12,030 shares; 2025Q3: 12,320 shares; 2025Q4: 12,320 shares; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $226K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $211K 0.02% new Timeline