AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,225 shares; 2025Q1: 82,625 shares; 2025Q2: 79,563 shares; 2025Q3: 76,545 shares; 2025Q4: 76,092 shares; 2026Q1: 72,873 shares; 2026Q2: 73,284 shares; 2026Q3: 70,368 shares 70,368 $23.4M 6.97% -2,916 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,130 shares; 2025Q1: 108,733 shares; 2025Q2: 102,878 shares; 2025Q3: 98,950 shares; 2025Q4: 99,025 shares; 2026Q1: 95,744 shares; 2026Q2: 96,027 shares; 2026Q3: 93,740 shares 93,740 $23.4M 6.95% -2,287 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,876 shares; 2025Q1: 54,290 shares; 2025Q2: 51,672 shares; 2025Q3: 49,673 shares; 2025Q4: 44,826 shares; 2026Q1: 43,762 shares; 2026Q2: 43,970 shares; 2026Q3: 44,063 shares 44,063 $22.6M 6.73% +93 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,596 shares; 2025Q1: 81,653 shares; 2025Q2: 75,671 shares; 2025Q3: 71,031 shares; 2025Q4: 64,210 shares; 2026Q1: 62,634 shares; 2026Q2: 60,959 shares; 2026Q3: 59,517 shares 59,517 $20.3M 6.03% -1,442 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,038 shares; 2025Q1: 24,479 shares; 2025Q2: 23,560 shares; 2025Q3: 22,728 shares; 2025Q4: 22,800 shares; 2026Q1: 21,836 shares; 2026Q2: 21,814 shares; 2026Q3: 21,960 shares 21,960 $15.9M 4.74% +146 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,011 shares; 2025Q1: 54,231 shares; 2025Q2: 53,873 shares; 2025Q3: 53,442 shares; 2025Q4: 49,259 shares; 2026Q1: 46,258 shares; 2026Q2: 46,782 shares; 2026Q3: 45,965 shares 45,965 $15.8M 4.71% -817 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,101 shares; 2025Q1: 79,702 shares; 2025Q2: 77,795 shares; 2025Q3: 74,418 shares; 2025Q4: 68,622 shares; 2026Q1: 66,575 shares; 2026Q2: 66,612 shares; 2026Q3: 65,369 shares 65,369 $14.9M 4.44% -1,243 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,237 shares; 2025Q1: 37,511 shares; 2025Q2: 35,986 shares; 2025Q3: 35,044 shares; 2025Q4: 35,333 shares; 2026Q1: 34,164 shares; 2026Q2: 34,273 shares; 2026Q3: 33,167 shares 33,167 $11.9M 3.55% -1,106 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,330 shares; 2025Q1: 9,524 shares; 2025Q2: 9,170 shares; 2025Q3: 8,856 shares; 2025Q4: 8,925 shares; 2026Q1: 8,687 shares; 2026Q2: 8,779 shares; 2026Q3: 8,416 shares 8,416 $10.5M 3.12% -363 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,943 shares; 2026Q1: 42,696 shares; 2026Q2: 43,786 shares; 2026Q3: 43,491 shares 43,491 $9.05M 2.69% -295 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315,116 shares; 2025Q1: 315,120 shares; 2025Q2: 312,507 shares; 2025Q3: 293,530 shares; 2025Q4: 293,530 shares; 2026Q1: 292,876 shares; 2026Q2: 292,876 shares; 2026Q3: 292,534 shares 292,534 $8.78M 2.61% -342 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,749 shares; 2025Q1: 7,096 shares; 2025Q2: 7,001 shares; 2025Q3: 6,802 shares; 2025Q4: 8,081 shares; 2026Q1: 7,870 shares; 2026Q2: 6,962 shares; 2026Q3: 7,889 shares 7,889 $7.98M 2.37% +927 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,530 shares; 2025Q1: 46,299 shares; 2025Q2: 44,558 shares; 2025Q3: 47,557 shares; 2025Q4: 47,632 shares; 2026Q1: 40,299 shares; 2026Q2: 40,644 shares; 2026Q3: 40,486 shares 40,486 $7.7M 2.29% -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; 2024Q4: 31,752 shares; 2025Q1: 34,345 shares; 2025Q2: 33,429 shares; 2025Q3: 31,949 shares; 2025Q4: 16,399 shares; 2026Q1: 15,523 shares; 2026Q2: 15,795 shares; 2026Q3: 15,537 shares 15,537 $6.17M 1.84% -258 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,248 shares; 2025Q1: 41,700 shares; 2025Q2: 40,186 shares; 2025Q3: 39,149 shares; 2025Q4: 39,283 shares; 2026Q1: 37,902 shares; 2026Q2: 38,130 shares; 2026Q3: 37,026 shares 37,026 $6.08M 1.81% -1,104 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,413 shares; 2026Q1: 29,122 shares; 2026Q2: 29,756 shares; 2026Q3: 28,958 shares 28,958 $5.58M 1.66% -798 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,882 shares; 2025Q1: 27,909 shares; 2025Q2: 26,477 shares; 2025Q3: 25,585 shares; 2025Q4: 25,677 shares; 2026Q1: 24,783 shares; 2026Q2: 25,103 shares; 2026Q3: 24,279 shares 24,279 $5.37M 1.6% -824 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,796 shares; 2025Q1: 131,564 shares; 2025Q2: 124,401 shares; 2025Q3: 120,542 shares; 2025Q4: 117,204 shares; 2026Q1: 114,203 shares; 2026Q2: 114,372 shares; 2026Q3: 110,037 shares 110,037 $5.36M 1.6% -4,335 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,020 shares; 2025Q1: 21,962 shares; 2025Q2: 20,696 shares; 2025Q3: 20,114 shares; 2025Q4: 20,195 shares; 2026Q1: 19,587 shares; 2026Q2: 19,651 shares; 2026Q3: 19,199 shares 19,199 $5.27M 1.57% -452 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,108 shares; 2025Q1: 20,647 shares; 2025Q2: 19,903 shares; 2025Q3: 19,209 shares; 2025Q4: 19,357 shares; 2026Q1: 18,557 shares; 2026Q2: 19,152 shares; 2026Q3: 18,885 shares 18,885 $5.14M 1.53% -267 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66,849 shares 66,849 $5.06M 1.51% new 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; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,234 shares; 2025Q4: 8,448 shares; 2026Q1: 7,829 shares; 2026Q2: 8,059 shares; 2026Q3: 7,620 shares 7,620 $5M 1.49% -439 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,984 shares; 2025Q1: 40,872 shares; 2025Q2: 39,385 shares; 2025Q3: 38,156 shares; 2025Q4: 38,204 shares; 2026Q1: 36,998 shares; 2026Q2: 36,950 shares; 2026Q3: 36,361 shares 36,361 $4.99M 1.49% -589 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,092 shares; 2025Q1: 65,865 shares; 2025Q2: 63,281 shares; 2025Q3: 60,869 shares; 2025Q4: 60,822 shares; 2026Q1: 58,769 shares; 2026Q2: 58,380 shares; 2026Q3: 56,098 shares 56,098 $4.83M 1.44% -2,282 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; 2024Q4: 64,530 shares; 2025Q1: 71,879 shares; 2025Q2: 67,964 shares; 2025Q3: 65,632 shares; 2025Q4: 65,856 shares; 2026Q1: 63,414 shares; 2026Q2: 63,410 shares; 2026Q3: 61,746 shares 61,746 $4.23M 1.26% -1,664 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; 2024Q4: 35,886 shares; 2025Q1: 35,378 shares; 2025Q2: 33,381 shares; 2025Q3: 32,063 shares; 2025Q4: 32,241 shares; 2026Q1: 31,113 shares; 2026Q2: 31,527 shares; 2026Q3: 31,184 shares 31,184 $4.13M 1.23% -343 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,482 shares; 2026Q2: 4,541 shares; 2026Q3: 4,582 shares 4,582 $4.12M 1.23% +41 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,383 shares; 2025Q1: 13,783 shares; 2025Q2: 13,332 shares; 2025Q3: 13,046 shares; 2025Q4: 13,016 shares; 2026Q1: 12,601 shares; 2026Q2: 12,658 shares; 2026Q3: 12,328 shares 12,328 $4.01M 1.19% -330 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,121 shares; 2025Q1: 123,117 shares; 2025Q2: 122,133 shares; 2025Q3: 123,092 shares; 2025Q4: 122,252 shares; 2026Q1: 116,422 shares; 2026Q2: 115,548 shares; 2026Q3: 115,394 shares 115,394 $3.93M 1.17% -154 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,879 shares; 2025Q1: 41,981 shares; 2025Q2: 79,421 shares; 2025Q3: 76,639 shares; 2025Q4: 76,846 shares; 2026Q1: 73,890 shares; 2026Q2: 75,901 shares; 2026Q3: 75,266 shares 75,266 $3.73M 1.11% -635 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; 2024Q4: 5,767 shares; 2025Q1: 6,032 shares; 2025Q2: 5,800 shares; 2025Q3: 5,675 shares; 2025Q4: 5,700 shares; 2026Q1: 5,504 shares; 2026Q2: 5,532 shares; 2026Q3: 5,353 shares 5,353 $3.61M 1.08% -179 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,806 shares; 2025Q1: 6,332 shares; 2025Q2: 6,142 shares; 2025Q3: 5,876 shares; 2025Q4: 5,931 shares; 2026Q1: 5,699 shares; 2026Q2: 5,789 shares; 2026Q3: 5,668 shares 5,668 $3.07M 0.91% -121 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,173 shares; 2025Q1: 16,118 shares; 2025Q2: 15,338 shares; 2025Q3: 14,859 shares; 2025Q4: 14,381 shares; 2026Q1: 14,009 shares; 2026Q2: 13,703 shares; 2026Q3: 12,974 shares 12,974 $2.98M 0.89% -729 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; 2024Q4: 25,086 shares; 2025Q1: 25,046 shares; 2025Q2: 23,902 shares; 2025Q3: 22,964 shares; 2025Q4: 21,496 shares; 2026Q1: 21,989 shares; 2026Q2: 22,024 shares; 2026Q3: 21,162 shares 21,162 $2.92M 0.87% -862 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,293 shares; 2025Q1: 4,334 shares; 2025Q2: 4,227 shares; 2025Q3: 4,162 shares; 2025Q4: 21,045 shares; 2026Q1: 20,248 shares; 2026Q2: 20,984 shares; 2026Q3: 20,557 shares 20,557 $2.75M 0.82% -427 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; 2024Q4: 8,297 shares; 2025Q1: 8,519 shares; 2025Q2: 8,139 shares; 2025Q3: 7,847 shares; 2025Q4: 7,824 shares; 2026Q1: 7,479 shares; 2026Q2: 7,464 shares; 2026Q3: 7,188 shares 7,188 $2.64M 0.79% -276 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,020 shares; 2025Q1: 5,502 shares; 2025Q2: 5,350 shares; 2025Q3: 5,127 shares; 2025Q4: 5,169 shares; 2026Q1: 4,975 shares; 2026Q2: 5,072 shares; 2026Q3: 4,911 shares 4,911 $2.27M 0.68% -161 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,821 shares; 2025Q1: 28,738 shares; 2025Q2: 27,135 shares; 2025Q3: 25,932 shares; 2025Q4: 24,164 shares; 2026Q1: 24,202 shares; 2026Q2: 24,341 shares; 2026Q3: 23,756 shares 23,756 $2.23M 0.66% -585 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,386 shares; 2025Q1: 13,879 shares; 2025Q2: 13,409 shares; 2025Q3: 13,113 shares; 2025Q4: 12,442 shares; 2026Q1: 12,467 shares; 2026Q2: 12,553 shares; 2026Q3: 11,667 shares 11,667 $2.14M 0.64% -886 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,376 shares; 2025Q1: 30,487 shares; 2025Q2: 29,112 shares; 2025Q3: 28,188 shares; 2025Q4: 26,620 shares; 2026Q1: 27,168 shares; 2026Q2: 27,853 shares; 2026Q3: 27,134 shares 27,134 $2.12M 0.63% -719 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,827 shares; 2025Q1: 21,500 shares; 2025Q2: 20,900 shares; 2025Q3: 20,176 shares; 2025Q4: 19,682 shares; 2026Q1: 19,582 shares; 2026Q2: 20,104 shares; 2026Q3: 19,714 shares 19,714 $2.1M 0.62% -390 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,525 shares; 2026Q1: 47,855 shares; 2026Q2: 48,069 shares; 2026Q3: 47,313 shares 47,313 $2.06M 0.61% -756 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,735 shares; 2025Q1: 11,740 shares; 2025Q2: 11,430 shares; 2025Q3: 11,017 shares; 2025Q4: 11,115 shares; 2026Q1: 10,698 shares; 2026Q2: 10,958 shares; 2026Q3: 10,684 shares 10,684 $1.97M 0.59% -274 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,312 shares; 2025Q1: 4,524 shares; 2025Q2: 4,403 shares; 2025Q3: 4,316 shares; 2025Q4: 4,321 shares; 2026Q1: 4,153 shares; 2026Q2: 4,241 shares; 2026Q3: 4,132 shares 4,132 $1.84M 0.55% -109 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,737 shares; 2025Q1: 47,175 shares; 2025Q2: 46,223 shares; 2025Q3: 44,979 shares; 2025Q4: 44,479 shares; 2026Q1: 43,301 shares; 2026Q2: 44,219 shares; 2026Q3: 43,012 shares 43,012 $1.74M 0.52% -1,207 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: 3,231 shares; 2025Q3: 3,165 shares; 2025Q4: 3,187 shares; 2026Q1: 3,052 shares; 2026Q2: 3,168 shares; 2026Q3: 3,137 shares 3,137 $1.71M 0.51% -31 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,612 shares; 2025Q1: 7,294 shares; 2025Q2: 7,111 shares; 2025Q3: 6,878 shares; 2025Q4: 6,884 shares; 2026Q1: 6,614 shares; 2026Q2: 6,845 shares; 2026Q3: 6,885 shares 6,885 $1.63M 0.49% +40 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,849 shares; 2025Q1: 8,264 shares; 2025Q2: 7,906 shares; 2025Q3: 7,684 shares; 2025Q4: 7,734 shares; 2026Q1: 7,410 shares; 2026Q2: 7,577 shares; 2026Q3: 7,404 shares 7,404 $1.53M 0.46% -173 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,464 shares; 2025Q1: 44,462 shares; 2025Q2: 42,981 shares; 2025Q3: 42,981 shares; 2025Q4: 42,558 shares; 2026Q1: 42,558 shares; 2026Q2: 42,558 shares; 2026Q3: 42,958 shares 42,958 $1.4M 0.42% +400 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; 2024Q4: 40,621 shares; 2025Q1: 41,962 shares; 2025Q2: 39,838 shares; 2025Q3: 38,713 shares; 2025Q4: 20,572 shares; 2026Q1: 39,205 shares; 2026Q2: 38,896 shares; 2026Q3: 36,721 shares 36,721 $1.39M 0.41% -2,175 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,387 shares; 2025Q1: not reported; 2025Q2: 13,049 shares; 2025Q3: 13,299 shares; 2025Q4: 13,436 shares; 2026Q1: 12,866 shares; 2026Q2: 13,221 shares; 2026Q3: 12,799 shares 12,799 $1.37M 0.41% -422 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 931 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,480 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,489 shares; 2026Q3: 1,491 shares 1,491 $1.14M 0.34% +2 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,558 shares; 2025Q1: 18,996 shares; 2025Q2: 18,496 shares; 2025Q3: 17,813 shares; 2025Q4: 17,977 shares; 2026Q1: 17,226 shares; 2026Q2: 17,606 shares; 2026Q3: 17,291 shares 17,291 $1.1M 0.33% -315 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,043 shares; 2026Q3: 23,500 shares 23,500 $1.08M 0.32% -543 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,366 shares; 2025Q1: 1,346 shares; 2025Q2: 1,350 shares; 2025Q3: 1,362 shares; 2025Q4: 1,360 shares; 2026Q1: 1,348 shares; 2026Q2: 1,349 shares; 2026Q3: 1,348 shares 1,348 $1.03M 0.31% -1 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,786 shares; 2025Q1: 21,451 shares; 2025Q2: 20,747 shares; 2025Q3: 20,408 shares; 2025Q4: 20,523 shares; 2026Q1: 19,646 shares; 2026Q2: 20,240 shares; 2026Q3: 20,247 shares 20,247 $904K 0.27% +7 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,726 shares; 2025Q1: 31,326 shares; 2025Q2: 30,942 shares; 2025Q3: 29,758 shares; 2025Q4: 30,034 shares; 2026Q1: 28,786 shares; 2026Q2: 29,629 shares; 2026Q3: 28,904 shares 28,904 $885K 0.26% -725 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,122 shares; 2025Q1: 37,041 shares; 2025Q2: 35,040 shares; 2025Q3: 33,977 shares; 2025Q4: 17,506 shares; 2026Q1: 17,066 shares; 2026Q2: 17,616 shares; 2026Q3: 17,209 shares 17,209 $778K 0.23% -407 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,853 shares; 2026Q1: 46,932 shares; 2026Q2: 49,502 shares; 2026Q3: 50,501 shares 50,501 $758K 0.23% +999 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,931 shares; 2025Q1: 2,136 shares; 2025Q2: 1,911 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares; 2026Q3: 1,720 shares 1,720 $604K 0.18% 0 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; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares; 2026Q3: 1,575 shares 1,575 $600K 0.18% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,822 shares; 2025Q1: 13,523 shares; 2025Q2: 12,938 shares; 2025Q3: 12,576 shares; 2025Q4: 12,030 shares; 2026Q1: 11,766 shares; 2026Q2: 12,152 shares; 2026Q3: 11,823 shares 11,823 $592K 0.18% -329 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,038 shares; 2025Q1: 19,877 shares; 2025Q2: 19,347 shares; 2025Q3: 18,677 shares; 2025Q4: 18,677 shares; 2026Q1: 18,123 shares; 2026Q2: 18,762 shares; 2026Q3: 17,747 shares 17,747 $584K 0.17% -1,015 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,167 shares; 2025Q1: 7,395 shares; 2025Q2: 7,165 shares; 2025Q3: 6,904 shares; 2025Q4: 6,905 shares; 2026Q1: 6,692 shares; 2026Q2: 6,864 shares; 2026Q3: 6,708 shares 6,708 $573K 0.17% -156 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,064 shares; 2025Q1: 9,392 shares; 2025Q2: 8,919 shares; 2025Q3: 8,176 shares; 2025Q4: 7,621 shares; 2026Q1: 7,177 shares; 2026Q2: 7,016 shares; 2026Q3: 6,437 shares 6,437 $567K 0.17% -579 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,300 shares; 2026Q3: 5,503 shares 5,503 $494K 0.15% +3,203 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,415 shares; 2025Q1: 8,275 shares; 2025Q2: 7,075 shares; 2025Q3: 7,011 shares; 2025Q4: 7,011 shares; 2026Q1: 7,011 shares; 2026Q2: 7,011 shares; 2026Q3: 7,011 shares 7,011 $494K 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; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares; 2026Q3: 1,599 shares 1,599 $444K 0.13% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,324 shares; 2026Q2: 2,240 shares; 2026Q3: 2,931 shares 2,931 $417K 0.12% +691 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 426 shares; 2025Q1: 524 shares; 2025Q2: 489 shares; 2025Q3: 413 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares; 2026Q3: 403 shares 403 $366K 0.11% 0 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; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares; 2026Q3: 881 shares 881 $330K 0.1% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 602 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: not reported; 2026Q3: 587 shares 587 $292K 0.09% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,885 shares; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares; 2026Q3: 2,085 shares 2,085 $284K 0.08% +200 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares; 2026Q3: 2,986 shares 2,986 $258K 0.08% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,661 shares 3,661 $254K 0.08% new 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; 2024Q4: 653 shares; 2025Q1: 764 shares; 2025Q2: 264 shares; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: not reported; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $248K 0.07% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,066 shares 1,066 $243K 0.07% new Timeline