GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,171 shares; 2024Q4: 239,172 shares; 2025Q1: 234,717 shares; 2025Q2: 233,413 shares; 2025Q3: 226,152 shares; 2025Q4: 221,662 shares; 2026Q1: 207,753 shares; 2026Q2: 195,871 shares 195,871 $70M 7.43% -11,882 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: 260,223 shares; 2024Q4: 260,031 shares; 2025Q1: 251,771 shares; 2025Q2: 235,338 shares; 2025Q3: 231,949 shares; 2025Q4: 227,411 shares; 2026Q1: 224,075 shares; 2026Q2: 220,283 shares 220,283 $63.7M 6.77% -3,792 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: 267,670 shares; 2024Q4: 264,323 shares; 2025Q1: 258,789 shares; 2025Q2: 253,044 shares; 2025Q3: 246,975 shares; 2025Q4: 246,702 shares; 2026Q1: 245,339 shares; 2026Q2: 239,934 shares 239,934 $57.2M 6.07% -5,405 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: 151,825 shares; 2024Q4: 151,061 shares; 2025Q1: 143,285 shares; 2025Q2: 137,356 shares; 2025Q3: 134,848 shares; 2025Q4: 129,324 shares; 2026Q1: 128,645 shares; 2026Q2: 121,188 shares 121,188 $45.8M 4.86% -7,457 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: 52,596 shares; 2024Q4: 52,630 shares; 2025Q1: 52,235 shares; 2025Q2: 50,213 shares; 2025Q3: 47,040 shares; 2025Q4: 47,853 shares; 2026Q1: 48,460 shares; 2026Q2: 48,302 shares 48,302 $36.2M 3.84% -158 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: 51,441 shares; 2024Q4: 103,604 shares; 2025Q1: 98,132 shares; 2025Q2: 97,366 shares; 2025Q3: 97,198 shares; 2025Q4: 97,109 shares; 2026Q1: 101,264 shares; 2026Q2: 91,663 shares 91,663 $31.3M 3.32% -9,601 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: 82,276 shares; 2024Q4: 81,676 shares; 2025Q1: 78,850 shares; 2025Q2: 75,357 shares; 2025Q3: 72,504 shares; 2025Q4: 71,111 shares; 2026Q1: 70,685 shares; 2026Q2: 69,437 shares 69,437 $23.8M 2.53% -1,248 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: 85,463 shares; 2024Q4: 84,061 shares; 2025Q1: 81,792 shares; 2025Q2: 76,464 shares; 2025Q3: 72,713 shares; 2025Q4: 72,583 shares; 2026Q1: 71,606 shares; 2026Q2: 68,448 shares 68,448 $22.4M 2.38% -3,158 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: 28,080 shares; 2024Q4: 27,434 shares; 2025Q1: 26,432 shares; 2025Q2: 25,144 shares; 2025Q3: 24,508 shares; 2025Q4: 24,665 shares; 2026Q1: 24,516 shares; 2026Q2: 23,829 shares 23,829 $22.3M 2.37% -687 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: 59,603 shares; 2024Q4: 60,509 shares; 2025Q1: 59,664 shares; 2025Q2: 59,129 shares; 2025Q3: 57,783 shares; 2025Q4: 57,663 shares; 2026Q1: 57,141 shares; 2026Q2: 56,448 shares 56,448 $21.1M 2.24% -693 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: 86,979 shares; 2024Q4: 86,727 shares; 2025Q1: 86,570 shares; 2025Q2: 82,904 shares; 2025Q3: 80,100 shares; 2025Q4: 79,398 shares; 2026Q1: 78,048 shares; 2026Q2: 75,213 shares 75,213 $18.9M 2.01% -2,835 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: 16,745 shares; 2024Q4: 16,356 shares; 2025Q1: 15,347 shares; 2025Q2: 211,530 shares; 2025Q3: 204,115 shares; 2025Q4: 201,746 shares; 2026Q1: 200,503 shares; 2026Q2: 194,916 shares 194,916 $17.9M 1.91% -5,587 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: 15,160 shares; 2024Q4: 15,810 shares; 2025Q1: 53,452 shares; 2025Q2: 58,479 shares; 2025Q3: 64,852 shares; 2025Q4: 68,739 shares; 2026Q1: 73,742 shares; 2026Q2: 81,596 shares 81,596 $16.3M 1.73% +7,854 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: 736 shares; 2024Q4: 736 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 12,107 shares; 2025Q4: 12,680 shares; 2026Q1: 12,966 shares; 2026Q2: 13,020 shares 13,020 $15.6M 1.66% +54 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: 128,342 shares; 2024Q4: 127,780 shares; 2025Q1: 122,610 shares; 2025Q2: 116,869 shares; 2025Q3: 114,144 shares; 2025Q4: 114,399 shares; 2026Q1: 115,826 shares; 2026Q2: 113,821 shares 113,821 $15.6M 1.65% -2,005 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: 204,588 shares; 2024Q4: 204,159 shares; 2025Q1: 194,339 shares; 2025Q2: 185,658 shares; 2025Q3: 180,295 shares; 2025Q4: 176,981 shares; 2026Q1: 173,316 shares; 2026Q2: 169,229 shares 169,229 $14.9M 1.58% -4,087 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: 87,639 shares; 2024Q4: 87,908 shares; 2025Q1: 85,792 shares; 2025Q2: 85,516 shares; 2025Q3: 85,877 shares; 2025Q4: 86,448 shares; 2026Q1: 85,648 shares; 2026Q2: 77,644 shares 77,644 $14.3M 1.52% -8,004 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: 138,162 shares; 2024Q4: 146,568 shares; 2025Q1: 145,301 shares; 2025Q2: 145,949 shares; 2025Q3: 143,114 shares; 2025Q4: 145,353 shares; 2026Q1: 122,145 shares; 2026Q2: 110,274 shares 110,274 $14.2M 1.5% -11,871 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: 26,479 shares; 2024Q4: 26,222 shares; 2025Q1: 25,824 shares; 2025Q2: 25,626 shares; 2025Q3: 25,072 shares; 2025Q4: 25,084 shares; 2026Q1: 24,869 shares; 2026Q2: 25,734 shares 25,734 $12.9M 1.37% +865 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,044 shares; 2024Q4: 77,169 shares; 2025Q1: 74,673 shares; 2025Q2: 72,223 shares; 2025Q3: 69,336 shares; 2025Q4: 68,653 shares; 2026Q1: 68,413 shares; 2026Q2: 66,566 shares 66,566 $12.7M 1.35% -1,847 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,733 shares; 2024Q4: 137,487 shares; 2025Q1: 137,419 shares; 2025Q2: 134,689 shares; 2025Q3: 133,091 shares; 2025Q4: 130,393 shares; 2026Q1: 136,448 shares; 2026Q2: 126,601 shares 126,601 $12M 1.27% -9,847 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: 11,890 shares; 2024Q4: 11,795 shares; 2025Q1: 11,608 shares; 2025Q2: 11,520 shares; 2025Q3: 12,295 shares; 2025Q4: 12,166 shares; 2026Q1: 12,355 shares; 2026Q2: 11,448 shares 11,448 $11.9M 1.27% -907 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: 814 shares; 2024Q4: 814 shares; 2025Q1: 11,469 shares; 2025Q2: 16,673 shares; 2025Q3: 21,958 shares; 2025Q4: 23,767 shares; 2026Q1: 26,526 shares; 2026Q2: 26,784 shares 26,784 $11.4M 1.21% +258 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,402 shares; 2024Q4: 20,610 shares; 2025Q1: 19,579 shares; 2025Q2: 19,538 shares; 2025Q3: 19,787 shares; 2025Q4: 98,790 shares; 2026Q1: 109,661 shares; 2026Q2: 113,100 shares 113,100 $11.2M 1.19% +3,439 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: 142,750 shares; 2024Q4: 137,880 shares; 2025Q1: 149,509 shares; 2025Q2: 164,434 shares; 2025Q3: 164,874 shares; 2025Q4: 178,204 shares; 2026Q1: 184,229 shares; 2026Q2: 184,829 shares 184,829 $10.8M 1.14% +600 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: 50,530 shares; 2024Q4: 76,280 shares; 2025Q1: 105,545 shares; 2025Q2: 121,195 shares; 2025Q3: 123,920 shares; 2025Q4: 145,620 shares; 2026Q1: 171,520 shares; 2026Q2: 177,764 shares 177,764 $10.5M 1.11% +6,244 Timeline IQLT 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: 146,727 shares; 2025Q2: 154,742 shares; 2025Q3: 148,042 shares; 2025Q4: 156,467 shares; 2026Q1: 200,306 shares; 2026Q2: 209,381 shares 209,381 $10.4M 1.1% +9,075 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: 22,997 shares; 2024Q4: 23,003 shares; 2025Q1: 22,552 shares; 2025Q2: 21,586 shares; 2025Q3: 21,032 shares; 2025Q4: 25,163 shares; 2026Q1: 25,776 shares; 2026Q2: 25,139 shares 25,139 $10.2M 1.09% -637 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,708 shares; 2024Q4: 49,135 shares; 2025Q1: 50,805 shares; 2025Q2: 49,420 shares; 2025Q3: 48,237 shares; 2025Q4: 48,484 shares; 2026Q1: 48,153 shares; 2026Q2: 46,560 shares 46,560 $9.8M 1.04% -1,593 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: 75,964 shares; 2024Q4: 78,739 shares; 2025Q1: 79,897 shares; 2025Q2: 81,373 shares; 2025Q3: 80,886 shares; 2025Q4: 81,122 shares; 2026Q1: 82,293 shares; 2026Q2: 80,477 shares 80,477 $9.51M 1.01% -1,816 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: 42,672 shares; 2024Q4: 41,947 shares; 2025Q1: 39,694 shares; 2025Q2: 36,051 shares; 2025Q3: 34,871 shares; 2025Q4: 33,366 shares; 2026Q1: 29,687 shares; 2026Q2: 26,179 shares 26,179 $9.25M 0.98% -3,508 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: 60,980 shares; 2024Q4: 60,642 shares; 2025Q1: 59,517 shares; 2025Q2: 59,385 shares; 2025Q3: 59,617 shares; 2025Q4: 60,859 shares; 2026Q1: 60,216 shares; 2026Q2: 58,980 shares 58,980 $9.24M 0.98% -1,236 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,395 shares; 2024Q4: 19,437 shares; 2025Q1: 19,194 shares; 2025Q2: 19,623 shares; 2025Q3: 21,712 shares; 2025Q4: 19,170 shares; 2026Q1: 20,858 shares; 2026Q2: 20,421 shares 20,421 $9.11M 0.97% -437 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,813 shares; 2024Q4: 47,964 shares; 2025Q1: 43,539 shares; 2025Q2: 42,283 shares; 2025Q3: 40,921 shares; 2025Q4: 45,276 shares; 2026Q1: 45,675 shares; 2026Q2: 46,828 shares 46,828 $8.41M 0.89% +1,153 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: 15,885 shares; 2024Q4: 15,762 shares; 2025Q1: 15,457 shares; 2025Q2: 14,838 shares; 2025Q3: 14,564 shares; 2025Q4: 14,409 shares; 2026Q1: 13,857 shares; 2026Q2: 14,481 shares 14,481 $8.16M 0.87% +624 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: 35,268 shares; 2024Q4: 34,725 shares; 2025Q1: 33,972 shares; 2025Q2: 32,546 shares; 2025Q3: 31,025 shares; 2025Q4: 30,808 shares; 2026Q1: 29,833 shares; 2026Q2: 28,721 shares 28,721 $8M 0.85% -1,112 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,030 shares; 2024Q4: 58,411 shares; 2025Q1: 57,672 shares; 2025Q2: 55,972 shares; 2025Q3: 54,318 shares; 2025Q4: 51,372 shares; 2026Q1: 51,113 shares; 2026Q2: 48,365 shares 48,365 $7.91M 0.84% -2,748 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: 23,758 shares; 2024Q4: 23,559 shares; 2025Q1: 22,816 shares; 2025Q2: 22,356 shares; 2025Q3: 21,579 shares; 2025Q4: 23,379 shares; 2026Q1: 24,565 shares; 2026Q2: 24,628 shares 24,628 $7.75M 0.82% +63 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: 127,568 shares; 2024Q4: 130,647 shares; 2025Q1: 125,817 shares; 2025Q2: 124,467 shares; 2025Q3: 125,619 shares; 2025Q4: 118,236 shares; 2026Q1: 121,741 shares; 2026Q2: 122,026 shares 122,026 $7.06M 0.75% +285 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,116 shares; 2024Q4: 13,106 shares; 2025Q1: 12,951 shares; 2025Q2: 18,678 shares; 2025Q3: 21,253 shares; 2025Q4: 26,408 shares; 2026Q1: 34,803 shares; 2026Q2: 41,864 shares 41,864 $6.98M 0.74% +7,061 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,210 shares; 2024Q4: 12,305 shares; 2025Q1: 12,612 shares; 2025Q2: 13,307 shares; 2025Q3: 13,135 shares; 2025Q4: 13,135 shares; 2026Q1: 13,156 shares; 2026Q2: 13,158 shares 13,158 $6.93M 0.74% +2 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: 12,703 shares; 2024Q4: 12,692 shares; 2025Q1: 12,346 shares; 2025Q2: 12,435 shares; 2025Q3: 12,530 shares; 2025Q4: 12,489 shares; 2026Q1: 12,379 shares; 2026Q2: 11,891 shares 11,891 $6.66M 0.71% -488 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: 16,931 shares; 2025Q1: 16,231 shares; 2025Q2: 16,231 shares; 2025Q3: 16,231 shares; 2025Q4: 16,156 shares; 2026Q1: 15,431 shares; 2026Q2: 15,213 shares 15,213 $6.59M 0.7% -218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,395 shares; 2025Q3: 33,509 shares; 2025Q4: 41,751 shares; 2026Q1: 48,594 shares; 2026Q2: 49,990 shares 49,990 $6.58M 0.7% +1,396 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: 50,513 shares; 2024Q4: 45,889 shares; 2025Q1: 45,230 shares; 2025Q2: 43,730 shares; 2025Q3: 43,725 shares; 2025Q4: 43,910 shares; 2026Q1: 44,680 shares; 2026Q2: 43,739 shares 43,739 $6.49M 0.69% -941 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,837 shares; 2024Q4: 48,438 shares; 2025Q1: 46,122 shares; 2025Q2: 44,093 shares; 2025Q3: 45,580 shares; 2025Q4: 45,704 shares; 2026Q1: 34,349 shares; 2026Q2: 33,233 shares 33,233 $6.42M 0.68% -1,116 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,835 shares; 2024Q4: 67,760 shares; 2025Q1: 82,160 shares; 2025Q2: 84,010 shares; 2025Q3: 82,635 shares; 2025Q4: 90,425 shares; 2026Q1: 103,050 shares; 2026Q2: 119,365 shares 119,365 $6.12M 0.65% +16,315 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,398 shares; 2026Q2: 34,484 shares 34,484 $6.08M 0.65% +16,086 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,675 shares; 2024Q4: 88,975 shares; 2025Q1: 86,475 shares; 2025Q2: 82,175 shares; 2025Q3: 79,265 shares; 2025Q4: 79,145 shares; 2026Q1: 79,830 shares; 2026Q2: 77,905 shares 77,905 $6.01M 0.64% -1,925 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: 19,529 shares; 2024Q4: 18,251 shares; 2025Q1: 17,950 shares; 2025Q2: 17,795 shares; 2025Q3: 17,526 shares; 2025Q4: 17,686 shares; 2026Q1: 17,341 shares; 2026Q2: 16,719 shares 16,719 $5.7M 0.6% -622 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,741 shares; 2024Q4: 24,992 shares; 2025Q1: 24,239 shares; 2025Q2: 23,122 shares; 2025Q3: 22,511 shares; 2025Q4: 23,367 shares; 2026Q1: 23,114 shares; 2026Q2: 21,756 shares 21,756 $5.68M 0.6% -1,358 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: 25,507 shares; 2024Q4: 25,212 shares; 2025Q1: 28,888 shares; 2025Q2: 30,318 shares; 2025Q3: 32,650 shares; 2025Q4: 33,566 shares; 2026Q1: 35,433 shares; 2026Q2: 40,297 shares 40,297 $5.46M 0.58% +4,864 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,601 shares; 2024Q4: 26,679 shares; 2025Q1: 26,487 shares; 2025Q2: 26,087 shares; 2025Q3: 25,689 shares; 2025Q4: 26,688 shares; 2026Q1: 26,438 shares; 2026Q2: 24,376 shares 24,376 $5.28M 0.56% -2,062 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,166 shares; 2024Q4: 95,346 shares; 2025Q1: 94,297 shares; 2025Q2: 97,677 shares; 2025Q3: 95,152 shares; 2025Q4: 96,936 shares; 2026Q1: 98,431 shares; 2026Q2: 99,486 shares 99,486 $4.64M 0.49% +1,055 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,165 shares; 2025Q3: 4,110 shares; 2025Q4: 7,110 shares; 2026Q1: 30,620 shares; 2026Q2: 58,810 shares 58,810 $4.24M 0.45% +28,190 Timeline VCSH 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: 77,653 shares; 2024Q4: 75,803 shares; 2025Q1: 73,106 shares; 2025Q2: 68,941 shares; 2025Q3: 64,521 shares; 2025Q4: 59,471 shares; 2026Q1: 55,821 shares; 2026Q2: 52,401 shares 52,401 $4.14M 0.44% -3,420 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: 7,625 shares; 2024Q4: 7,426 shares; 2025Q1: 7,326 shares; 2025Q2: 7,281 shares; 2025Q3: 7,276 shares; 2025Q4: 7,271 shares; 2026Q1: 7,271 shares; 2026Q2: 28,793 shares 28,793 $3.58M 0.38% +21,522 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: 20,119 shares; 2024Q4: 20,777 shares; 2025Q1: 20,660 shares; 2025Q2: 18,168 shares; 2025Q3: 19,289 shares; 2025Q4: 19,294 shares; 2026Q1: 15,277 shares; 2026Q2: 14,382 shares 14,382 $3.57M 0.38% -895 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: 13,421 shares; 2024Q4: 11,364 shares; 2025Q1: 10,789 shares; 2025Q2: 10,653 shares; 2025Q3: 10,543 shares; 2025Q4: 10,538 shares; 2026Q1: 10,538 shares; 2026Q2: 13,210 shares 13,210 $3.35M 0.36% +2,672 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: 8,387 shares; 2024Q4: 8,277 shares; 2025Q1: 7,980 shares; 2025Q2: 7,815 shares; 2025Q3: 7,625 shares; 2025Q4: 7,510 shares; 2026Q1: 7,340 shares; 2026Q2: 7,127 shares 7,127 $2.97M 0.32% -213 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: 34,611 shares; 2024Q4: 34,121 shares; 2025Q1: 33,345 shares; 2025Q2: 33,003 shares; 2025Q3: 32,160 shares; 2025Q4: 32,010 shares; 2026Q1: 32,355 shares; 2026Q2: 31,775 shares 31,775 $2.88M 0.31% -580 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: 5,316 shares; 2024Q4: 5,447 shares; 2025Q1: 5,342 shares; 2025Q2: 5,351 shares; 2025Q3: 5,399 shares; 2025Q4: 5,298 shares; 2026Q1: 5,200 shares; 2026Q2: 3,742 shares 3,742 $2.79M 0.3% -1,458 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 18,311 shares 18,311 $2.72M 0.29% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 5,257 shares; 2025Q1: 5,251 shares; 2025Q2: 5,182 shares; 2025Q3: 5,167 shares; 2025Q4: 5,137 shares; 2026Q1: 5,137 shares; 2026Q2: 5,087 shares 5,087 $2.55M 0.27% -50 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: 33,622 shares; 2024Q4: 32,798 shares; 2025Q1: 27,298 shares; 2025Q2: 25,406 shares; 2025Q3: 23,898 shares; 2025Q4: 23,678 shares; 2026Q1: 23,478 shares; 2026Q2: 23,103 shares 23,103 $2.55M 0.27% -375 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: 11,084 shares; 2024Q4: 10,171 shares; 2025Q1: 9,452 shares; 2025Q2: 8,867 shares; 2025Q3: 8,536 shares; 2025Q4: 7,767 shares; 2026Q1: 7,556 shares; 2026Q2: 6,846 shares 6,846 $2.41M 0.26% -710 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,628 shares; 2024Q4: 22,426 shares; 2025Q1: 22,572 shares; 2025Q2: 24,498 shares; 2025Q3: 28,138 shares; 2025Q4: 29,577 shares; 2026Q1: 19,468 shares; 2026Q2: 11,706 shares 11,706 $2.4M 0.25% -7,762 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: 20,834 shares; 2024Q4: 20,982 shares; 2025Q1: 17,968 shares; 2025Q2: 15,728 shares; 2025Q3: 15,481 shares; 2025Q4: 15,131 shares; 2026Q1: 14,826 shares; 2026Q2: 13,726 shares 13,726 $2.28M 0.24% -1,100 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.24% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,253 shares; 2024Q4: 3,648 shares; 2025Q1: 3,598 shares; 2025Q2: 3,773 shares; 2025Q3: 4,083 shares; 2025Q4: 4,033 shares; 2026Q1: 4,033 shares; 2026Q2: 4,058 shares 4,058 $2.08M 0.22% +25 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: 15,477 shares; 2024Q4: 14,466 shares; 2025Q1: 14,300 shares; 2025Q2: 12,850 shares; 2025Q3: 12,850 shares; 2025Q4: 12,761 shares; 2026Q1: 13,886 shares; 2026Q2: 13,936 shares 13,936 $2.04M 0.22% +50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,008 shares; 2024Q4: 12,112 shares; 2025Q1: 12,017 shares; 2025Q2: 12,017 shares; 2025Q3: 11,842 shares; 2025Q4: 11,567 shares; 2026Q1: 11,402 shares; 2026Q2: 10,509 shares 10,509 $1.99M 0.21% -893 Timeline ISHG 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: 13,693 shares; 2025Q3: 13,718 shares; 2025Q4: 17,843 shares; 2026Q1: 21,093 shares; 2026Q2: 26,808 shares 26,808 $1.99M 0.21% +5,715 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: 63,852 shares; 2024Q4: 51,505 shares; 2025Q1: 58,805 shares; 2025Q2: 56,055 shares; 2025Q3: 53,780 shares; 2025Q4: 53,530 shares; 2026Q1: 51,681 shares; 2026Q2: 39,333 shares 39,333 $1.98M 0.21% -12,348 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: 19,330 shares; 2024Q4: 19,210 shares; 2025Q1: 18,195 shares; 2025Q2: 16,940 shares; 2025Q3: 16,365 shares; 2025Q4: 16,225 shares; 2026Q1: 15,670 shares; 2026Q2: 14,360 shares 14,360 $1.97M 0.21% -1,310 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: 9,052 shares; 2024Q4: 8,598 shares; 2025Q1: 8,398 shares; 2025Q2: 7,993 shares; 2025Q3: 7,993 shares; 2025Q4: 7,978 shares; 2026Q1: 7,953 shares; 2026Q2: 7,948 shares 7,948 $1.96M 0.21% -5 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: 8,945 shares; 2024Q4: 8,303 shares; 2025Q1: 7,598 shares; 2025Q2: 6,718 shares; 2025Q3: 6,573 shares; 2025Q4: 6,472 shares; 2026Q1: 5,917 shares; 2026Q2: 5,427 shares 5,427 $1.84M 0.19% -490 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,675 shares; 2026Q1: 36,738 shares; 2026Q2: 36,408 shares 36,408 $1.84M 0.19% -330 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 23,757 shares; 2026Q2: 42,397 shares 42,397 $1.81M 0.19% +18,640 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,642 shares; 2025Q1: 33,668 shares; 2025Q2: 32,815 shares; 2025Q3: 29,135 shares; 2025Q4: 29,947 shares; 2026Q1: 29,517 shares; 2026Q2: 29,091 shares 29,091 $1.79M 0.19% -426 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,908 shares; 2024Q4: 130,486 shares; 2025Q1: 126,157 shares; 2025Q2: 120,765 shares; 2025Q3: 118,403 shares; 2025Q4: 84,080 shares; 2026Q1: 46,628 shares; 2026Q2: 27,891 shares 27,891 $1.7M 0.18% -18,737 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,990 shares; 2024Q4: 47,090 shares; 2025Q1: 46,370 shares; 2025Q2: 44,220 shares; 2025Q3: 41,300 shares; 2025Q4: 40,490 shares; 2026Q1: 40,580 shares; 2026Q2: 40,510 shares 40,510 $1.69M 0.18% -70 Timeline AVDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,982 shares; 2026Q2: 16,282 shares 16,282 $1.68M 0.18% +5,300 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: 11,436 shares; 2024Q4: 10,781 shares; 2025Q1: 10,167 shares; 2025Q2: 8,902 shares; 2025Q3: 7,857 shares; 2025Q4: 7,727 shares; 2026Q1: 7,552 shares; 2026Q2: 7,477 shares 7,477 $1.65M 0.18% -75 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,879 shares; 2024Q4: 6,118 shares; 2025Q1: 6,028 shares; 2025Q2: 5,878 shares; 2025Q3: 5,853 shares; 2025Q4: 5,828 shares; 2026Q1: 5,643 shares; 2026Q2: 5,643 shares 5,643 $1.53M 0.16% 0 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: 1,060 shares; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: not reported; 2025Q3: 1,635 shares; 2025Q4: 2,443 shares; 2026Q1: 6,116 shares; 2026Q2: 8,504 shares 8,504 $1.42M 0.15% +2,388 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,321 shares; 2025Q3: 27,561 shares; 2025Q4: 23,946 shares; 2026Q1: 24,916 shares; 2026Q2: 24,947 shares 24,947 $1.39M 0.15% +31 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: 5,816 shares; 2024Q4: 5,736 shares; 2025Q1: 5,696 shares; 2025Q2: 5,696 shares; 2025Q3: 5,696 shares; 2025Q4: 5,696 shares; 2026Q1: 5,696 shares; 2026Q2: 5,696 shares 5,696 $1.38M 0.15% 0 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: 6,630 shares; 2024Q4: 6,075 shares; 2025Q1: 5,955 shares; 2025Q2: 4,855 shares; 2025Q3: 4,830 shares; 2025Q4: 4,830 shares; 2026Q1: 4,829 shares; 2026Q2: 4,379 shares 4,379 $1.32M 0.14% -450 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,430 shares; 2024Q4: 8,225 shares; 2025Q1: 8,215 shares; 2025Q2: 7,465 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 7,430 shares; 2026Q2: 6,080 shares 6,080 $1.25M 0.13% -1,350 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: 15,228 shares; 2024Q4: 15,223 shares; 2025Q1: 11,708 shares; 2025Q2: 11,683 shares; 2025Q3: 10,018 shares; 2025Q4: 9,578 shares; 2026Q1: 9,368 shares; 2026Q2: 9,618 shares 9,618 $1.25M 0.13% +250 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: 2,345 shares; 2024Q4: 11,515 shares; 2025Q1: 11,936 shares; 2025Q2: 10,886 shares; 2025Q3: 10,236 shares; 2025Q4: 9,156 shares; 2026Q1: 9,184 shares; 2026Q2: 9,899 shares 9,899 $1.23M 0.13% +715 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,353 shares; 2026Q1: 2,353 shares; 2026Q2: 1,691 shares 1,691 $1.19M 0.13% -662 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: 1,035 shares; 2025Q1: 1,051 shares; 2025Q2: 1,151 shares; 2025Q3: 1,146 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,153 shares 1,153 $1.11M 0.12% +22 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 8,441 shares; 2026Q2: 12,221 shares 12,221 $1.11M 0.12% +3,780 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: 10,071 shares; 2024Q4: 10,211 shares; 2025Q1: 10,051 shares; 2025Q2: 10,051 shares; 2025Q3: 10,046 shares; 2025Q4: 10,046 shares; 2026Q1: 9,396 shares; 2026Q2: 9,396 shares 9,396 $1.06M 0.11% 0 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: 5,300 shares; 2024Q4: 5,216 shares; 2025Q1: 5,131 shares; 2025Q2: 5,046 shares; 2025Q3: 4,681 shares; 2025Q4: 4,656 shares; 2026Q1: 4,656 shares; 2026Q2: 4,721 shares 4,721 $1.06M 0.11% +65 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,019 shares; 2024Q4: 14,674 shares; 2025Q1: 13,914 shares; 2025Q2: 13,489 shares; 2025Q3: 8,276 shares; 2025Q4: 7,871 shares; 2026Q1: 4,625 shares; 2026Q2: 3,250 shares 3,250 $1.03M 0.11% -1,375 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: 7,220 shares; 2024Q4: 6,830 shares; 2025Q1: 7,600 shares; 2025Q2: 7,575 shares; 2025Q3: 7,540 shares; 2025Q4: 7,290 shares; 2026Q1: 7,365 shares; 2026Q2: 7,380 shares 7,380 $1.01M 0.11% +15 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares; 2026Q2: 3,522 shares 3,522 $990K 0.11% +1,745 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: 5,459 shares; 2024Q4: 5,349 shares; 2025Q1: 5,175 shares; 2025Q2: 4,350 shares; 2025Q3: 3,649 shares; 2025Q4: 3,209 shares; 2026Q1: 3,089 shares; 2026Q2: 3,005 shares 3,005 $957K 0.1% -84 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: 38,226 shares; 2024Q4: 33,194 shares; 2025Q1: 14,425 shares; 2025Q2: 12,200 shares; 2025Q3: 11,509 shares; 2025Q4: 10,034 shares; 2026Q1: 9,470 shares; 2026Q2: 9,320 shares 9,320 $897K 0.1% -150 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: 58,070 shares; 2024Q4: 54,634 shares; 2025Q1: 27,497 shares; 2025Q2: 20,238 shares; 2025Q3: 13,920 shares; 2025Q4: 8,899 shares; 2026Q1: 8,864 shares; 2026Q2: 8,339 shares 8,339 $852K 0.09% -525 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,950 shares; 2025Q1: 2,955 shares; 2025Q2: 3,005 shares; 2025Q3: 3,380 shares; 2025Q4: 3,400 shares; 2026Q1: 3,500 shares; 2026Q2: 3,705 shares 3,705 $841K 0.09% +205 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 275 shares; 2026Q2: 2,750 shares 2,750 $830K 0.09% +2,475 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 6,375 shares; 2025Q1: 5,700 shares; 2025Q2: 5,435 shares; 2025Q3: 4,860 shares; 2025Q4: 4,660 shares; 2026Q1: 4,985 shares; 2026Q2: 5,002 shares 5,002 $812K 0.09% +17 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,151 shares; 2024Q4: 9,151 shares; 2025Q1: 9,151 shares; 2025Q2: 9,151 shares; 2025Q3: 9,151 shares; 2025Q4: 9,151 shares; 2026Q1: 9,151 shares; 2026Q2: 9,151 shares 9,151 $727K 0.08% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,745 shares; 2025Q1: 1,695 shares; 2025Q2: 1,645 shares; 2025Q3: 1,630 shares; 2025Q4: 1,620 shares; 2026Q1: 1,420 shares; 2026Q2: 1,415 shares 1,415 $721K 0.08% -5 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: 4,157 shares; 2024Q4: 4,087 shares; 2025Q1: 3,980 shares; 2025Q2: 3,880 shares; 2025Q3: 3,410 shares; 2025Q4: 3,300 shares; 2026Q1: 2,850 shares; 2026Q2: 4,800 shares 4,800 $703K 0.07% +1,950 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: 8,158 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,658 shares 28,658 $690K 0.07% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $685K 0.07% 0 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,250 shares; 2024Q4: 36,250 shares; 2025Q1: 36,117 shares; 2025Q2: 36,117 shares; 2025Q3: 36,117 shares; 2025Q4: 35,867 shares; 2026Q1: 23,067 shares; 2026Q2: 21,067 shares 21,067 $614K 0.07% -2,000 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: 2,953 shares; 2024Q4: 3,153 shares; 2025Q1: 3,078 shares; 2025Q2: 2,938 shares; 2025Q3: 2,398 shares; 2025Q4: 2,348 shares; 2026Q1: 2,128 shares; 2026Q2: 1,978 shares 1,978 $580K 0.06% -150 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS 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: 18,595 shares 18,595 $556K 0.06% new Timeline CGW 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: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,418 shares; 2025Q3: 8,418 shares; 2025Q4: 8,418 shares; 2026Q1: 8,418 shares; 2026Q2: 8,418 shares 8,418 $553K 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,742 shares; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares; 2025Q4: 3,819 shares; 2026Q1: 3,819 shares; 2026Q2: 3,738 shares 3,738 $547K 0.06% -81 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: 6,090 shares; 2024Q4: 6,040 shares; 2025Q1: 5,935 shares; 2025Q2: 5,935 shares; 2025Q3: 5,535 shares; 2025Q4: 5,410 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $525K 0.06% 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,730 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $524K 0.06% 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: 12,307 shares; 2024Q4: 12,757 shares; 2025Q1: 12,973 shares; 2025Q2: 13,498 shares; 2025Q3: 13,173 shares; 2025Q4: 6,989 shares; 2026Q1: 7,752 shares; 2026Q2: 7,177 shares 7,177 $516K 0.05% -575 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: 36,300 shares; 2024Q4: 36,300 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: 31,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $486K 0.05% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,255 shares; 2025Q3: 31,405 shares; 2025Q4: 18,389 shares; 2026Q1: 10,849 shares; 2026Q2: 6,459 shares 6,459 $476K 0.05% -4,390 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: 750 shares; 2024Q4: 740 shares; 2025Q1: 660 shares; 2025Q2: 610 shares; 2025Q3: 580 shares; 2025Q4: 550 shares; 2026Q1: 470 shares; 2026Q2: 460 shares 460 $450K 0.05% -10 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $445K 0.05% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $441K 0.05% 0 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,975 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares; 2026Q1: 13,025 shares; 2026Q2: 13,025 shares 13,025 $437K 0.05% 0 Timeline ECML EA SERIES TRUST More: the full row for EA 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: not reported; 2026Q2: 11,000 shares 11,000 $426K 0.05% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares 1,524 $420K 0.04% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,841 shares; 2024Q4: 6,841 shares; 2025Q1: 6,841 shares; 2025Q2: 6,841 shares; 2025Q3: 6,841 shares; 2025Q4: 4,101 shares; 2026Q1: 4,101 shares; 2026Q2: 4,101 shares 4,101 $419K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,883 shares; 2024Q4: 11,101 shares; 2025Q1: 7,774 shares; 2025Q2: 7,524 shares; 2025Q3: 6,774 shares; 2025Q4: 6,774 shares; 2026Q1: 7,349 shares; 2026Q2: 7,249 shares 7,249 $413K 0.04% -100 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,135 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $400K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,244 shares; 2024Q4: 4,244 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: 4,244 shares; 2025Q4: 3,484 shares; 2026Q1: 3,484 shares; 2026Q2: 3,484 shares 3,484 $381K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,825 shares; 2024Q4: 8,075 shares; 2025Q1: 7,925 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares; 2026Q1: 4,625 shares; 2026Q2: 4,625 shares 4,625 $376K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 5,337 shares; 2025Q1: not reported; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares; 2026Q2: 3,172 shares 3,172 $373K 0.04% -25 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: 163 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,149 shares 5,149 $368K 0.04% new 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: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,150 shares; 2025Q3: 1,125 shares; 2025Q4: 1,085 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $362K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $340K 0.04% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $339K 0.04% 0 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: 1,276 shares; 2024Q4: 1,361 shares; 2025Q1: 1,276 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 906 shares; 2026Q1: 906 shares; 2026Q2: 906 shares 906 $328K 0.03% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $327K 0.03% 0 Timeline DMAX 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: 9,550 shares; 2025Q2: 9,550 shares; 2025Q3: 9,550 shares; 2025Q4: 9,550 shares; 2026Q1: 15,350 shares; 2026Q2: 11,800 shares 11,800 $323K 0.03% -3,550 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,675 shares; 2024Q4: 6,775 shares; 2025Q1: not reported; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares; 2026Q2: 6,775 shares 6,775 $322K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,920 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $322K 0.03% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 921 shares; 2025Q1: 745 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 600 shares; 2026Q2: 420 shares 420 $309K 0.03% -180 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $307K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 3,500 shares; 2025Q2: 3,100 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $300K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 3,220 shares 3,220 $295K 0.03% 0 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: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $272K 0.03% new 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: 726 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 575 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 225 shares 225 $255K 0.03% -150 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: 809 shares; 2024Q4: 809 shares; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 3,136 shares 3,136 $253K 0.03% +2,352 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $252K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,011 shares; 2026Q2: 961 shares 961 $250K 0.03% -50 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,346 shares; 2024Q4: 7,778 shares; 2025Q1: 6,166 shares; 2025Q2: 5,156 shares; 2025Q3: 5,156 shares; 2025Q4: 4,988 shares; 2026Q1: 2,888 shares; 2026Q2: 2,802 shares 2,802 $248K 0.03% -86 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: 832 shares; 2024Q4: 697 shares; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $239K 0.03% 0 Timeline VCIT 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: not reported; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $238K 0.03% 0 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: 2,128 shares; 2024Q4: 2,448 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares 1,928 $237K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,240 shares; 2026Q2: 2,265 shares 2,265 $235K 0.02% +25 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,223 shares; 2024Q4: 53,227 shares; 2025Q1: 46,534 shares; 2025Q2: 46,984 shares; 2025Q3: 52,893 shares; 2025Q4: 8,378 shares; 2026Q1: 4,673 shares; 2026Q2: 4,752 shares 4,752 $233K 0.02% +79 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $229K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,486 shares 1,486 $225K 0.02% +100 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 800 shares 800 $225K 0.02% -648 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: 605 shares; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $218K 0.02% new 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: 369 shares 369 $215K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 1,200 shares 1,200 $214K 0.02% +1,148 Timeline STTK SHATTUCK LABS INC More: the full row for SHATTUCK LABS 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: 30,000 shares 30,000 $208K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $206K 0.02% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $205K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $204K 0.02% new 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: 836 shares; 2024Q4: 866 shares; 2025Q1: 796 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 746 shares 746 $202K 0.02% 0 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: 1,565 shares; 2024Q4: 1,675 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $201K 0.02% 0 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,740 shares; 2024Q4: 25,770 shares; 2025Q1: 30,270 shares; 2025Q2: 23,250 shares; 2025Q3: 17,250 shares; 2025Q4: 17,250 shares; 2026Q1: 15,600 shares; 2026Q2: 12,100 shares 12,100 $89.7K 0.01% -3,500 Timeline