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: 16,634 shares; 2024Q4: 16,877 shares; 2025Q1: 17,112 shares; 2025Q2: 16,848 shares; 2025Q3: 17,381 shares; 2025Q4: 18,808 shares; 2026Q1: 33,243 shares; 2026Q2: 34,271 shares 34,271 $9.13M 2.92% +1,028 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: 35,848 shares; 2024Q4: 36,172 shares; 2025Q1: 36,636 shares; 2025Q2: 36,692 shares; 2025Q3: 36,885 shares; 2025Q4: 35,277 shares; 2026Q1: 33,836 shares; 2026Q2: 33,979 shares 33,979 $8.71M 2.79% +143 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: 53,498 shares; 2024Q4: 46,832 shares; 2025Q1: 47,442 shares; 2025Q2: 47,733 shares; 2025Q3: 46,906 shares; 2025Q4: 45,568 shares; 2026Q1: 38,978 shares; 2026Q2: 40,180 shares 40,180 $8.65M 2.77% +1,202 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: 18,586 shares; 2024Q4: 18,318 shares; 2025Q1: 18,885 shares; 2025Q2: 18,962 shares; 2025Q3: 19,171 shares; 2025Q4: 19,310 shares; 2026Q1: 19,386 shares; 2026Q2: 25,399 shares 25,399 $8.43M 2.7% +6,013 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: 59,855 shares; 2024Q4: 59,681 shares; 2025Q1: 58,646 shares; 2025Q2: 51,827 shares; 2025Q3: 52,841 shares; 2025Q4: 52,612 shares; 2026Q1: 56,596 shares; 2026Q2: 77,837 shares 77,837 $8.23M 2.64% +21,241 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,122 shares; 2025Q3: 42,668 shares; 2025Q4: 42,308 shares; 2026Q1: 57,985 shares; 2026Q2: 94,960 shares 94,960 $8.11M 2.6% +36,975 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 28,651 shares; 2026Q1: 31,169 shares; 2026Q2: 32,743 shares 32,743 $8.05M 2.58% +1,574 Timeline CDW CDW CORP More: the full row for CDW 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: 31,393 shares; 2026Q1: 42,841 shares; 2026Q2: 52,501 shares 52,501 $7.76M 2.49% +9,660 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: 5,530 shares; 2024Q4: 5,680 shares; 2025Q1: 22,240 shares; 2025Q2: 27,295 shares; 2025Q3: 33,720 shares; 2025Q4: 36,432 shares; 2026Q1: 38,395 shares; 2026Q2: 45,436 shares 45,436 $7.71M 2.47% +7,041 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,937 shares; 2024Q4: 123,414 shares; 2025Q1: 108,785 shares; 2025Q2: 108,100 shares; 2025Q3: 108,184 shares; 2025Q4: 92,903 shares; 2026Q1: 86,726 shares; 2026Q2: 88,896 shares 88,896 $7.69M 2.46% +2,170 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: 39,962 shares; 2024Q4: 40,086 shares; 2025Q1: 39,751 shares; 2025Q2: 39,834 shares; 2025Q3: 41,817 shares; 2025Q4: 41,003 shares; 2026Q1: 38,797 shares; 2026Q2: 39,010 shares 39,010 $7.68M 2.46% +213 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: 45,119 shares; 2024Q4: 45,630 shares; 2025Q1: 51,221 shares; 2025Q2: 51,998 shares; 2025Q3: 52,891 shares; 2025Q4: 56,656 shares; 2026Q1: 47,010 shares; 2026Q2: 47,766 shares 47,766 $7.1M 2.27% +756 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,968 shares; 2025Q2: 117,681 shares; 2025Q3: 135,095 shares; 2025Q4: 142,273 shares; 2026Q1: 113,056 shares; 2026Q2: 117,178 shares 117,178 $7.09M 2.27% +4,122 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: 38,113 shares; 2024Q4: 53,723 shares; 2025Q1: 52,954 shares; 2025Q2: 52,462 shares; 2025Q3: 46,583 shares; 2025Q4: 44,023 shares; 2026Q1: 43,398 shares; 2026Q2: 44,535 shares 44,535 $6.95M 2.23% +1,137 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,661 shares; 2024Q4: 62,706 shares; 2025Q1: 79,379 shares; 2025Q2: 72,335 shares; 2025Q3: 72,904 shares; 2025Q4: 71,218 shares; 2026Q1: 71,303 shares; 2026Q2: 73,163 shares 73,163 $6.92M 2.22% +1,860 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,802 shares; 2025Q1: 52,564 shares; 2025Q2: 53,795 shares; 2025Q3: 67,098 shares; 2025Q4: 62,738 shares; 2026Q1: 63,331 shares; 2026Q2: 65,043 shares 65,043 $6.78M 2.17% +1,712 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: 48,026 shares; 2024Q4: 54,618 shares; 2025Q1: 63,123 shares; 2025Q2: 49,090 shares; 2025Q3: 51,379 shares; 2025Q4: 50,860 shares; 2026Q1: 50,754 shares; 2026Q2: 51,508 shares 51,508 $6.71M 2.15% +754 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,407 shares; 2024Q4: 28,193 shares; 2025Q1: 28,751 shares; 2025Q2: 28,752 shares; 2025Q3: 24,306 shares; 2025Q4: 22,125 shares; 2026Q1: 22,196 shares; 2026Q2: 22,782 shares 22,782 $6.69M 2.14% +586 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,615 shares; 2024Q4: 236,523 shares; 2025Q1: 239,514 shares; 2025Q2: 239,838 shares; 2025Q3: 213,051 shares; 2025Q4: 210,493 shares; 2026Q1: 208,857 shares; 2026Q2: 215,362 shares 215,362 $6.67M 2.13% +6,505 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: 115,135 shares; 2024Q4: 114,109 shares; 2025Q1: 107,466 shares; 2025Q2: 85,958 shares; 2025Q3: 79,606 shares; 2025Q4: 79,252 shares; 2026Q1: 78,636 shares; 2026Q2: 57,439 shares 57,439 $6.66M 2.13% -21,197 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,308 shares; 2024Q4: 46,922 shares; 2025Q1: 45,957 shares; 2025Q2: 45,442 shares; 2025Q3: 45,501 shares; 2025Q4: 44,371 shares; 2026Q1: 44,895 shares; 2026Q2: 46,146 shares 46,146 $6.55M 2.1% +1,251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,315 shares; 2026Q2: 38,822 shares 38,822 $6.44M 2.06% +24,507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,825 shares 37,825 $6.26M 2.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,557 shares; 2024Q4: 30,153 shares; 2025Q1: 29,849 shares; 2025Q2: 29,749 shares; 2025Q3: 25,664 shares; 2025Q4: 28,259 shares; 2026Q1: 24,126 shares; 2026Q2: 24,654 shares 24,654 $6.07M 1.94% +528 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: 32,592 shares; 2024Q4: 33,167 shares; 2025Q1: 20,590 shares; 2025Q2: 20,749 shares; 2025Q3: 21,184 shares; 2025Q4: 20,939 shares; 2026Q1: 21,386 shares; 2026Q2: 21,818 shares 21,818 $6.02M 1.93% +432 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: 27,256 shares; 2024Q4: 27,688 shares; 2025Q1: 40,204 shares; 2025Q2: 40,363 shares; 2025Q3: 41,052 shares; 2025Q4: 46,896 shares; 2026Q1: 52,218 shares; 2026Q2: 53,121 shares 53,121 $5.87M 1.88% +903 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,229 shares; 2024Q4: 21,597 shares; 2025Q1: 21,436 shares; 2025Q2: 21,129 shares; 2025Q3: 21,050 shares; 2025Q4: 20,639 shares; 2026Q1: 20,435 shares; 2026Q2: 20,972 shares 20,972 $5.62M 1.8% +537 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: not reported; 2024Q4: not reported; 2025Q1: 50,136 shares; 2025Q2: 51,359 shares; 2025Q3: 51,942 shares; 2025Q4: 51,455 shares; 2026Q1: 51,265 shares; 2026Q2: 52,820 shares 52,820 $5.56M 1.78% +1,555 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: 18,590 shares; 2024Q4: 18,433 shares; 2025Q1: 18,373 shares; 2025Q2: 18,397 shares; 2025Q3: 15,894 shares; 2025Q4: 17,517 shares; 2026Q1: 17,057 shares; 2026Q2: 17,603 shares 17,603 $5.19M 1.66% +546 Timeline INTU INTUIT More: the full row for INTUIT 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: 2,899 shares; 2026Q2: 15,976 shares 15,976 $5.05M 1.62% +13,077 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,894 shares; 2025Q3: 238,643 shares; 2025Q4: 246,193 shares; 2026Q1: 244,767 shares; 2026Q2: 243,759 shares 243,759 $4.9M 1.57% -1,008 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,842 shares; 2024Q4: 49,851 shares; 2025Q1: 65,071 shares; 2025Q2: 56,102 shares; 2025Q3: 48,813 shares; 2025Q4: 38,485 shares; 2026Q1: 38,723 shares; 2026Q2: 11,343 shares 11,343 $4.6M 1.47% -27,380 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: 8,449 shares; 2024Q4: 8,234 shares; 2025Q1: 8,443 shares; 2025Q2: 8,957 shares; 2025Q3: 8,667 shares; 2025Q4: 8,461 shares; 2026Q1: 9,454 shares; 2026Q2: 9,805 shares 9,805 $4.56M 1.46% +351 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 59,744 shares; 2026Q2: 74,174 shares 74,174 $4.46M 1.43% +14,430 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: 195,444 shares; 2024Q4: 208,327 shares; 2025Q1: 252,067 shares; 2025Q2: 230,500 shares; 2025Q3: 258,633 shares; 2025Q4: 240,288 shares; 2026Q1: 237,227 shares; 2026Q2: 173,412 shares 173,412 $4.34M 1.39% -63,815 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: 11,170 shares; 2024Q4: 9,962 shares; 2025Q1: 10,039 shares; 2025Q2: 10,083 shares; 2025Q3: 10,259 shares; 2025Q4: 10,130 shares; 2026Q1: 11,712 shares; 2026Q2: 12,461 shares 12,461 $3.85M 1.23% +749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,501 shares 17,501 $3.32M 1.06% new 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: 11,079 shares; 2024Q4: 10,847 shares; 2025Q1: 10,538 shares; 2025Q2: 12,373 shares; 2025Q3: 11,978 shares; 2025Q4: 11,366 shares; 2026Q1: 10,503 shares; 2026Q2: 10,522 shares 10,522 $3.25M 1.04% +19 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: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,555 shares; 2025Q2: 8,632 shares; 2025Q3: 8,555 shares; 2025Q4: 8,396 shares; 2026Q1: 8,396 shares; 2026Q2: 8,321 shares 8,321 $2.93M 0.94% -75 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: 1,632 shares; 2024Q4: 1,858 shares; 2025Q1: 4,682 shares; 2025Q2: 7,393 shares; 2025Q3: 7,732 shares; 2025Q4: 7,805 shares; 2026Q1: 9,640 shares; 2026Q2: 9,790 shares 9,790 $2.66M 0.85% +150 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: 5,567 shares; 2024Q4: 5,475 shares; 2025Q1: 5,456 shares; 2025Q2: 5,446 shares; 2025Q3: 5,792 shares; 2025Q4: 5,834 shares; 2026Q1: 6,232 shares; 2026Q2: 6,340 shares 6,340 $2.32M 0.74% +108 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: 2,205 shares; 2024Q4: 2,163 shares; 2025Q1: 2,687 shares; 2025Q2: 2,687 shares; 2025Q3: 2,512 shares; 2025Q4: 2,508 shares; 2026Q1: 2,256 shares; 2026Q2: 2,213 shares 2,213 $2.16M 0.69% -43 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,987 shares; 2024Q4: 5,684 shares; 2025Q1: 5,669 shares; 2025Q2: 5,729 shares; 2025Q3: 6,034 shares; 2025Q4: 5,908 shares; 2026Q1: 6,176 shares; 2026Q2: 6,274 shares 6,274 $2.11M 0.68% +98 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: 5,494 shares; 2024Q4: 5,494 shares; 2025Q1: 4,994 shares; 2025Q2: 4,994 shares; 2025Q3: 4,994 shares; 2025Q4: 13,751 shares; 2026Q1: 13,451 shares; 2026Q2: 13,451 shares 13,451 $2.09M 0.67% 0 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: 11,034 shares; 2024Q4: 10,838 shares; 2025Q1: 13,426 shares; 2025Q2: 13,670 shares; 2025Q3: 13,334 shares; 2025Q4: 9,730 shares; 2026Q1: 10,737 shares; 2026Q2: 9,646 shares 9,646 $1.94M 0.62% -1,091 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: 2,213 shares; 2024Q4: 2,270 shares; 2025Q1: 2,745 shares; 2025Q2: 2,872 shares; 2025Q3: 2,939 shares; 2025Q4: 2,968 shares; 2026Q1: 3,167 shares; 2026Q2: 3,257 shares 3,257 $1.87M 0.6% +90 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 1,833 shares; 2026Q1: 2,772 shares; 2026Q2: 3,123 shares 3,123 $1.85M 0.59% +351 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,597 shares; 2024Q4: 15,399 shares; 2025Q1: 23,427 shares; 2025Q2: 24,756 shares; 2025Q3: 25,581 shares; 2025Q4: 35,248 shares; 2026Q1: 37,791 shares; 2026Q2: 42,168 shares 42,168 $1.83M 0.59% +4,377 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,081 shares; 2024Q4: 6,966 shares; 2025Q1: 6,074 shares; 2025Q2: 6,235 shares; 2025Q3: 6,578 shares; 2025Q4: 6,816 shares; 2026Q1: 7,267 shares; 2026Q2: 7,467 shares 7,467 $1.8M 0.58% +200 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I 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: 26,296 shares 26,296 $1.79M 0.57% new 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: 6,496 shares; 2024Q4: 6,421 shares; 2025Q1: 6,672 shares; 2025Q2: 7,109 shares; 2025Q3: 7,692 shares; 2025Q4: 6,830 shares; 2026Q1: 6,159 shares; 2026Q2: 4,957 shares 4,957 $1.77M 0.57% -1,202 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: 8,582 shares; 2024Q4: 8,538 shares; 2025Q1: 8,825 shares; 2025Q2: 8,960 shares; 2025Q3: 9,901 shares; 2025Q4: 10,137 shares; 2026Q1: 10,816 shares; 2026Q2: 11,104 shares 11,104 $1.75M 0.56% +288 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: 2,928 shares; 2024Q4: 2,895 shares; 2025Q1: 3,279 shares; 2025Q2: 3,303 shares; 2025Q3: 3,315 shares; 2025Q4: 3,474 shares; 2026Q1: 3,547 shares; 2026Q2: 3,619 shares 3,619 $1.73M 0.55% +72 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,065 shares; 2024Q4: 18,065 shares; 2025Q1: 18,065 shares; 2025Q2: 18,065 shares; 2025Q3: 18,065 shares; 2025Q4: 18,065 shares; 2026Q1: 18,065 shares; 2026Q2: 18,065 shares 18,065 $1.71M 0.55% 0 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: 5,158 shares; 2024Q4: 5,121 shares; 2025Q1: 5,204 shares; 2025Q2: 5,382 shares; 2025Q3: 5,493 shares; 2025Q4: 5,714 shares; 2026Q1: 4,718 shares; 2026Q2: 4,842 shares 4,842 $1.7M 0.54% +124 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: 3,081 shares; 2024Q4: 3,041 shares; 2025Q1: 3,492 shares; 2025Q2: 3,535 shares; 2025Q3: 3,918 shares; 2025Q4: 4,239 shares; 2026Q1: 4,598 shares; 2026Q2: 5,185 shares 5,185 $1.69M 0.54% +587 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: 3,057 shares; 2024Q4: 2,985 shares; 2025Q1: 3,258 shares; 2025Q2: 3,317 shares; 2025Q3: 3,440 shares; 2025Q4: 3,565 shares; 2026Q1: 3,624 shares; 2026Q2: 3,698 shares 3,698 $1.68M 0.54% +74 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: 2,458 shares; 2024Q4: 2,447 shares; 2025Q1: 2,490 shares; 2025Q2: 2,790 shares; 2025Q3: 3,037 shares; 2025Q4: 3,258 shares; 2026Q1: 3,342 shares; 2026Q2: 3,387 shares 3,387 $1.62M 0.52% +45 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: 6,588 shares; 2024Q4: 6,415 shares; 2025Q1: 12,951 shares; 2025Q2: 14,007 shares; 2025Q3: 14,511 shares; 2025Q4: 14,701 shares; 2026Q1: 16,442 shares; 2026Q2: 16,695 shares 16,695 $1.62M 0.52% +253 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: 18,859 shares; 2024Q4: 18,559 shares; 2025Q1: 19,400 shares; 2025Q2: 19,138 shares; 2025Q3: 15,460 shares; 2025Q4: 12,693 shares; 2026Q1: 12,399 shares; 2026Q2: 10,002 shares 10,002 $1.61M 0.51% -2,397 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 9,071 shares; 2026Q2: 9,226 shares 9,226 $1.57M 0.5% +155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 4,702 shares; 2025Q4: 4,671 shares; 2026Q1: 4,748 shares; 2026Q2: 3,598 shares 3,598 $1.45M 0.47% -1,150 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,766 shares; 2025Q1: 4,517 shares; 2025Q2: 4,545 shares; 2025Q3: 4,520 shares; 2025Q4: 4,518 shares; 2026Q1: 5,347 shares; 2026Q2: 4,212 shares 4,212 $1.43M 0.46% -1,135 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,714 shares; 2024Q4: 3,714 shares; 2025Q1: 3,729 shares; 2025Q2: 3,794 shares; 2025Q3: 3,726 shares; 2025Q4: 3,770 shares; 2026Q1: 3,755 shares; 2026Q2: 3,827 shares 3,827 $1.38M 0.44% +72 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: 1,686 shares; 2024Q4: 1,897 shares; 2025Q1: 1,950 shares; 2025Q2: 1,952 shares; 2025Q3: 1,949 shares; 2025Q4: 1,451 shares; 2026Q1: 1,152 shares; 2026Q2: 6,455 shares 6,455 $1.18M 0.38% +5,303 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: 4,387 shares; 2024Q4: 4,370 shares; 2025Q1: 4,409 shares; 2025Q2: 4,570 shares; 2025Q3: 2,848 shares; 2025Q4: 2,845 shares; 2026Q1: 2,848 shares; 2026Q2: 2,811 shares 2,811 $1.16M 0.37% -37 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,425 shares; 2025Q1: 4,127 shares; 2025Q2: 4,071 shares; 2025Q3: 3,685 shares; 2025Q4: 4,065 shares; 2026Q1: 4,822 shares; 2026Q2: 5,123 shares 5,123 $1.1M 0.35% +301 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: 8,116 shares; 2024Q4: 10,258 shares; 2025Q1: 10,428 shares; 2025Q2: 10,568 shares; 2025Q3: 10,801 shares; 2025Q4: 11,708 shares; 2026Q1: 15,161 shares; 2026Q2: 15,165 shares 15,165 $1.07M 0.34% +4 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: 1,027 shares; 2024Q4: 980 shares; 2025Q1: 867 shares; 2025Q2: 918 shares; 2025Q3: 901 shares; 2025Q4: 1,085 shares; 2026Q1: 1,308 shares; 2026Q2: 1,375 shares 1,375 $1.03M 0.33% +67 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 929 shares; 2025Q2: 938 shares; 2025Q3: 929 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 1,007 shares 1,007 $997K 0.32% +15 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: 1,276 shares; 2024Q4: 1,266 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,181 shares; 2026Q1: 1,145 shares; 2026Q2: 1,124 shares 1,124 $916K 0.29% -21 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269 shares; 2024Q4: 8,269 shares; 2025Q1: 8,269 shares; 2025Q2: 8,269 shares; 2025Q3: 8,269 shares; 2025Q4: 8,269 shares; 2026Q1: 8,259 shares; 2026Q2: 8,259 shares 8,259 $899K 0.29% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 4,771 shares; 2025Q1: 4,717 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,107 shares; 2026Q2: 3,966 shares 3,966 $887K 0.28% -141 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: 1,818 shares; 2025Q4: 1,818 shares; 2026Q1: 1,818 shares; 2026Q2: 1,830 shares 1,830 $871K 0.28% +12 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,489 shares; 2024Q4: 208,183 shares; 2025Q1: 221,745 shares; 2025Q2: 193,255 shares; 2025Q3: 196,204 shares; 2025Q4: 40,557 shares; 2026Q1: 38,173 shares; 2026Q2: 35,811 shares 35,811 $858K 0.27% -2,362 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: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,106 shares; 2026Q2: 2,149 shares 2,149 $766K 0.25% +43 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: 1,257 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,222 shares; 2026Q1: 1,234 shares; 2026Q2: 1,245 shares 1,245 $693K 0.22% +11 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: 6,887 shares; 2024Q4: 6,237 shares; 2025Q1: 6,185 shares; 2025Q2: 6,815 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 6,042 shares; 2026Q2: 6,042 shares 6,042 $638K 0.2% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,965 shares; 2025Q2: 4,511 shares; 2025Q3: 4,481 shares; 2025Q4: 4,734 shares; 2026Q1: 5,278 shares; 2026Q2: 6,915 shares 6,915 $545K 0.17% +1,637 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: 1,706 shares; 2024Q4: 1,619 shares; 2025Q1: 1,629 shares; 2025Q2: 1,619 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,727 shares; 2026Q2: 1,728 shares 1,728 $538K 0.17% +1 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,140 shares; 2025Q1: 1,387 shares; 2025Q2: 1,419 shares; 2025Q3: 1,368 shares; 2025Q4: 1,244 shares; 2026Q1: 1,397 shares; 2026Q2: 1,747 shares 1,747 $472K 0.15% +350 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 3,442 shares; 2025Q3: 3,371 shares; 2025Q4: 3,476 shares; 2026Q1: 3,787 shares; 2026Q2: 4,630 shares 4,630 $441K 0.14% +843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,281 shares; 2026Q1: 1,363 shares; 2026Q2: 1,483 shares 1,483 $432K 0.14% +120 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,521 shares; 2024Q4: 139,435 shares; 2025Q1: 125,620 shares; 2025Q2: 124,440 shares; 2025Q3: 78,626 shares; 2025Q4: 65,746 shares; 2026Q1: 5,237 shares; 2026Q2: 2,925 shares 2,925 $404K 0.13% -2,312 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,255 shares; 2025Q1: 3,995 shares; 2025Q2: 4,241 shares; 2025Q3: 4,160 shares; 2025Q4: 4,281 shares; 2026Q1: 4,695 shares; 2026Q2: 4,614 shares 4,614 $374K 0.12% -81 Timeline T AT&T INC More: the full row for AT&T 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: 14,350 shares; 2025Q4: 14,451 shares; 2026Q1: 14,550 shares; 2026Q2: 14,648 shares 14,648 $341K 0.11% +98 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 1,494 shares 1,494 $323K 0.1% +400 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: 15,187 shares; 2024Q4: 6,559 shares; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 723 shares 723 $300K 0.1% -29 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,503 shares; 2025Q4: 2,540 shares; 2026Q1: 2,727 shares; 2026Q2: 2,762 shares 2,762 $280K 0.09% +35 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,926 shares; 2026Q1: 4,221 shares; 2026Q2: 4,823 shares 4,823 $275K 0.09% +602 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,655 shares; 2026Q2: 3,701 shares 3,701 $265K 0.08% +1,046 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,064 shares 4,064 $252K 0.08% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 7,319 shares; 2026Q2: 7,419 shares 7,419 $245K 0.08% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,652 shares; 2026Q2: 1,652 shares 1,652 $239K 0.08% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,982 shares 4,982 $235K 0.08% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,579 shares 2,579 $233K 0.07% new 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: 3,280 shares; 2025Q2: 3,290 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $231K 0.07% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares 216 $220K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $216K 0.07% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,292 shares; 2024Q4: 37,963 shares; 2025Q1: 41,114 shares; 2025Q2: 41,365 shares; 2025Q3: 41,543 shares; 2025Q4: 38,399 shares; 2026Q1: 31,090 shares; 2026Q2: 1,202 shares 1,202 $210K 0.07% -29,888 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $206K 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,154 shares; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 2,130 shares; 2025Q4: 2,086 shares; 2026Q1: 2,140 shares; 2026Q2: 2,100 shares 2,100 $202K 0.06% -40 Timeline