NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304,875 shares; 2024Q4: 1,264,534 shares; 2025Q1: 1,246,037 shares; 2025Q2: 1,223,444 shares; 2025Q3: 1,195,791 shares; 2025Q4: 1,168,935 shares; 2026Q1: 1,121,658 shares; 2026Q2: 1,106,105 shares 1,106,105 $221M 8.16% -15,553 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: 671,557 shares; 2024Q4: 663,751 shares; 2025Q1: 659,579 shares; 2025Q2: 646,618 shares; 2025Q3: 640,269 shares; 2025Q4: 638,610 shares; 2026Q1: 620,176 shares; 2026Q2: 630,130 shares 630,130 $182M 6.72% +9,954 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: 560,626 shares; 2024Q4: 552,581 shares; 2025Q1: 550,040 shares; 2025Q2: 539,619 shares; 2025Q3: 533,198 shares; 2025Q4: 519,703 shares; 2026Q1: 490,866 shares; 2026Q2: 484,108 shares 484,108 $173M 6.38% -6,758 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: 557,834 shares; 2024Q4: 554,528 shares; 2025Q1: 549,055 shares; 2025Q2: 543,256 shares; 2025Q3: 537,493 shares; 2025Q4: 532,948 shares; 2026Q1: 525,799 shares; 2026Q2: 587,556 shares 587,556 $140M 5.16% +61,757 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: 260,329 shares; 2024Q4: 261,089 shares; 2025Q1: 259,915 shares; 2025Q2: 257,679 shares; 2025Q3: 255,207 shares; 2025Q4: 255,140 shares; 2026Q1: 254,393 shares; 2026Q2: 259,061 shares 259,061 $96.6M 3.56% +4,668 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: 97,047 shares; 2024Q4: 95,953 shares; 2025Q1: 94,456 shares; 2025Q2: 93,358 shares; 2025Q3: 92,296 shares; 2025Q4: 91,843 shares; 2026Q1: 91,179 shares; 2026Q2: 90,548 shares 90,548 $84.7M 3.12% -631 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: 259,373 shares; 2024Q4: 256,808 shares; 2025Q1: 253,452 shares; 2025Q2: 247,779 shares; 2025Q3: 244,635 shares; 2025Q4: 242,902 shares; 2026Q1: 238,085 shares; 2026Q2: 237,816 shares 237,816 $81.6M 3.01% -269 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,754 shares; 2024Q4: 103,724 shares; 2025Q1: 103,336 shares; 2025Q2: 105,733 shares; 2025Q3: 110,837 shares; 2025Q4: 112,924 shares; 2026Q1: 114,956 shares; 2026Q2: 116,046 shares 116,046 $79.7M 2.94% +1,090 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747,044 shares; 2024Q4: 743,613 shares; 2025Q1: 737,735 shares; 2025Q2: 729,714 shares; 2025Q3: 717,015 shares; 2025Q4: 706,669 shares; 2026Q1: 694,693 shares; 2026Q2: 687,273 shares 687,273 $74.7M 2.75% -7,420 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: 139,843 shares; 2024Q4: 139,029 shares; 2025Q1: 138,033 shares; 2025Q2: 136,249 shares; 2025Q3: 134,771 shares; 2025Q4: 137,885 shares; 2026Q1: 135,265 shares; 2026Q2: 134,982 shares 134,982 $67.5M 2.49% -283 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,800 shares; 2024Q4: 33,918 shares; 2025Q1: 33,985 shares; 2025Q2: 34,034 shares; 2025Q3: 33,339 shares; 2025Q4: 33,346 shares; 2026Q1: 33,717 shares; 2026Q2: 33,895 shares 33,895 $67.4M 2.49% +178 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: 51,252 shares; 2024Q4: 53,478 shares; 2025Q1: 55,461 shares; 2025Q2: 54,615 shares; 2025Q3: 54,142 shares; 2025Q4: 54,026 shares; 2026Q1: 54,032 shares; 2026Q2: 54,340 shares 54,340 $65.2M 2.4% +308 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: 203,656 shares; 2024Q4: 201,855 shares; 2025Q1: 200,036 shares; 2025Q2: 197,271 shares; 2025Q3: 195,831 shares; 2025Q4: 193,920 shares; 2026Q1: 194,410 shares; 2026Q2: 194,762 shares 194,762 $63.8M 2.35% +352 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: 100,674 shares; 2024Q4: 104,256 shares; 2025Q1: 105,420 shares; 2025Q2: 106,864 shares; 2025Q3: 106,375 shares; 2025Q4: 105,817 shares; 2026Q1: 106,985 shares; 2026Q2: 107,930 shares 107,930 $60.8M 2.24% +945 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: 21,988 shares; 2024Q4: 57,234 shares; 2025Q1: 99,460 shares; 2025Q2: 131,441 shares; 2025Q3: 140,227 shares; 2025Q4: 157,191 shares; 2026Q1: 151,363 shares; 2026Q2: 154,929 shares 154,929 $52.8M 1.95% +3,566 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: 195,415 shares; 2024Q4: 192,096 shares; 2025Q1: 190,500 shares; 2025Q2: 186,925 shares; 2025Q3: 184,381 shares; 2025Q4: 180,072 shares; 2026Q1: 172,449 shares; 2026Q2: 171,211 shares 171,211 $46.6M 1.72% -1,238 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: 39,369 shares; 2024Q4: 40,145 shares; 2025Q1: 42,457 shares; 2025Q2: 42,009 shares; 2025Q3: 41,745 shares; 2025Q4: 42,243 shares; 2026Q1: 43,669 shares; 2026Q2: 43,923 shares 43,923 $44.4M 1.64% +254 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: 346,403 shares; 2024Q4: 355,627 shares; 2025Q1: 364,261 shares; 2025Q2: 376,725 shares; 2025Q3: 377,436 shares; 2025Q4: 386,021 shares; 2026Q1: 389,981 shares; 2026Q2: 391,940 shares 391,940 $44.4M 1.64% +1,959 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: 189,045 shares; 2024Q4: 180,429 shares; 2025Q1: 175,956 shares; 2025Q2: 174,167 shares; 2025Q3: 172,245 shares; 2025Q4: 172,475 shares; 2026Q1: 170,284 shares; 2026Q2: 170,118 shares 170,118 $43.2M 1.59% -166 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: 88,103 shares; 2024Q4: 102,679 shares; 2025Q1: 110,729 shares; 2025Q2: 121,336 shares; 2025Q3: 125,578 shares; 2025Q4: 128,597 shares; 2026Q1: 132,988 shares; 2026Q2: 137,569 shares 137,569 $41.7M 1.54% +4,581 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: 86,796 shares; 2024Q4: 86,528 shares; 2025Q1: 85,960 shares; 2025Q2: 84,986 shares; 2025Q3: 83,414 shares; 2025Q4: 82,835 shares; 2026Q1: 81,692 shares; 2026Q2: 81,211 shares 81,211 $40.7M 1.5% -481 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,643 shares; 2024Q4: 161,467 shares; 2025Q1: 202,480 shares; 2025Q2: 378,540 shares; 2025Q3: 419,287 shares; 2025Q4: 436,130 shares; 2026Q1: 484,270 shares; 2026Q2: 512,747 shares 512,747 $36.5M 1.35% +28,477 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: 164,719 shares; 2024Q4: 164,541 shares; 2025Q1: 164,161 shares; 2025Q2: 162,554 shares; 2025Q3: 161,795 shares; 2025Q4: 158,643 shares; 2026Q1: 156,689 shares; 2026Q2: 156,868 shares 156,868 $34.6M 1.27% +179 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: 26,592 shares; 2024Q4: 28,709 shares; 2025Q1: 29,900 shares; 2025Q2: 30,074 shares; 2025Q3: 30,107 shares; 2025Q4: 30,269 shares; 2026Q1: 30,254 shares; 2026Q2: 30,331 shares 30,331 $34.4M 1.27% +77 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: 86,485 shares; 2024Q4: 89,170 shares; 2025Q1: 92,474 shares; 2025Q2: 93,706 shares; 2025Q3: 93,738 shares; 2025Q4: 93,246 shares; 2026Q1: 93,453 shares; 2026Q2: 85,366 shares 85,366 $33.9M 1.25% -8,087 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: 414,170 shares; 2024Q4: 411,870 shares; 2025Q1: 408,558 shares; 2025Q2: 402,344 shares; 2025Q3: 387,767 shares; 2025Q4: 378,517 shares; 2026Q1: 372,243 shares; 2026Q2: 374,676 shares 374,676 $32.9M 1.21% +2,433 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: 113,096 shares; 2024Q4: 109,219 shares; 2025Q1: 107,191 shares; 2025Q2: 105,400 shares; 2025Q3: 103,619 shares; 2025Q4: 101,573 shares; 2026Q1: 93,174 shares; 2026Q2: 93,042 shares 93,042 $32.9M 1.21% -132 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,055 shares; 2024Q4: 132,824 shares; 2025Q1: 132,866 shares; 2025Q2: 134,309 shares; 2025Q3: 137,657 shares; 2025Q4: 141,422 shares; 2026Q1: 141,651 shares; 2026Q2: 139,452 shares 139,452 $31.1M 1.15% -2,199 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: 177,496 shares; 2024Q4: 175,215 shares; 2025Q1: 168,393 shares; 2025Q2: 165,170 shares; 2025Q3: 162,158 shares; 2025Q4: 159,208 shares; 2026Q1: 157,134 shares; 2026Q2: 155,265 shares 155,265 $29.6M 1.09% -1,869 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 5,901 shares; 2025Q1: 6,506 shares; 2025Q2: 6,577 shares; 2025Q3: 7,105 shares; 2025Q4: 7,204 shares; 2026Q1: 33,798 shares; 2026Q2: 58,050 shares 58,050 $27.7M 1.02% +24,252 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,319 shares; 2024Q4: 131,706 shares; 2025Q1: 128,913 shares; 2025Q2: 127,523 shares; 2025Q3: 127,104 shares; 2025Q4: 123,277 shares; 2026Q1: 118,642 shares; 2026Q2: 113,018 shares 113,018 $26.7M 0.99% -5,624 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: 6,129 shares; 2025Q4: 19,034 shares; 2026Q1: 29,488 shares; 2026Q2: 35,433 shares 35,433 $25.5M 0.94% +5,945 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: 83,647 shares; 2024Q4: 119,393 shares; 2025Q1: 132,790 shares; 2025Q2: 141,463 shares; 2025Q3: 143,323 shares; 2025Q4: 147,833 shares; 2026Q1: 148,845 shares; 2026Q2: 165,229 shares 165,229 $25M 0.92% +16,384 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: 65,463 shares; 2024Q4: 67,116 shares; 2025Q1: 68,767 shares; 2025Q2: 69,107 shares; 2025Q3: 70,935 shares; 2025Q4: 72,592 shares; 2026Q1: 75,379 shares; 2026Q2: 307,174 shares 307,174 $24.7M 0.91% +231,795 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: 42,571 shares; 2024Q4: 39,545 shares; 2025Q1: 39,411 shares; 2025Q2: 38,914 shares; 2025Q3: 38,775 shares; 2025Q4: 38,314 shares; 2026Q1: 37,311 shares; 2026Q2: 37,202 shares 37,202 $23.6M 0.87% -109 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: 191,438 shares; 2024Q4: 186,945 shares; 2025Q1: 183,453 shares; 2025Q2: 177,163 shares; 2025Q3: 173,016 shares; 2025Q4: 170,002 shares; 2026Q1: 165,190 shares; 2026Q2: 163,584 shares 163,584 $22.4M 0.82% -1,606 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: 183,625 shares; 2024Q4: 176,436 shares; 2025Q1: 171,777 shares; 2025Q2: 170,030 shares; 2025Q3: 167,051 shares; 2025Q4: 159,766 shares; 2026Q1: 143,692 shares; 2026Q2: 136,188 shares 136,188 $22.3M 0.82% -7,504 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,112 shares; 2024Q4: 33,692 shares; 2025Q1: 33,979 shares; 2025Q2: 36,736 shares; 2025Q3: 38,609 shares; 2025Q4: 44,001 shares; 2026Q1: 45,713 shares; 2026Q2: 237,090 shares 237,090 $20.8M 0.77% +191,377 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: 87,002 shares; 2024Q4: 85,876 shares; 2025Q1: 83,295 shares; 2025Q2: 82,559 shares; 2025Q3: 81,305 shares; 2025Q4: 79,192 shares; 2026Q1: 76,959 shares; 2026Q2: 76,356 shares 76,356 $20.6M 0.76% -603 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: 19,258 shares; 2024Q4: 20,154 shares; 2025Q1: 18,153 shares; 2025Q2: 18,011 shares; 2025Q3: 17,973 shares; 2025Q4: 18,000 shares; 2026Q1: 17,752 shares; 2026Q2: 18,228 shares 18,228 $19.4M 0.72% +476 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: 114,843 shares; 2024Q4: 110,201 shares; 2025Q1: 109,944 shares; 2025Q2: 108,053 shares; 2025Q3: 104,554 shares; 2025Q4: 102,331 shares; 2026Q1: 99,771 shares; 2026Q2: 99,698 shares 99,698 $16.5M 0.61% -73 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,403 shares; 2024Q4: 220,157 shares; 2025Q1: 220,064 shares; 2025Q2: 218,314 shares; 2025Q3: 207,471 shares; 2025Q4: 207,513 shares; 2026Q1: 176,004 shares; 2026Q2: 137,492 shares 137,492 $16.2M 0.6% -38,512 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: 17,250 shares; 2025Q1: 17,066 shares; 2025Q2: 16,914 shares; 2025Q3: 16,770 shares; 2025Q4: 16,701 shares; 2026Q1: 15,945 shares; 2026Q2: 15,559 shares 15,559 $15M 0.55% -386 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: not reported; 2024Q4: 619 shares; 2025Q1: 1,184 shares; 2025Q2: 7,820 shares; 2025Q3: 8,587 shares; 2025Q4: 9,768 shares; 2026Q1: 11,922 shares; 2026Q2: 12,555 shares 12,555 $14.8M 0.54% +633 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,047 shares; 2024Q4: 62,889 shares; 2025Q1: 62,152 shares; 2025Q2: 64,165 shares; 2025Q3: 71,743 shares; 2025Q4: 74,954 shares; 2026Q1: 129,441 shares; 2026Q2: 173,226 shares 173,226 $14.5M 0.53% +43,785 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: 191,869 shares; 2024Q4: 162,043 shares; 2025Q1: 157,991 shares; 2025Q2: 153,754 shares; 2025Q3: 152,524 shares; 2025Q4: 150,320 shares; 2026Q1: 143,086 shares; 2026Q2: 138,094 shares 138,094 $13.3M 0.49% -4,992 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: 100,834 shares; 2024Q4: 100,270 shares; 2025Q1: 99,107 shares; 2025Q2: 98,387 shares; 2025Q3: 95,156 shares; 2025Q4: 92,178 shares; 2026Q1: 90,006 shares; 2026Q2: 89,433 shares 89,433 $13.1M 0.48% -573 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,586 shares; 2024Q4: 148,934 shares; 2025Q1: 149,730 shares; 2025Q2: 160,791 shares; 2025Q3: 173,013 shares; 2025Q4: 187,646 shares; 2026Q1: 203,117 shares; 2026Q2: 212,960 shares 212,960 $12.7M 0.47% +9,843 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: 5,609 shares; 2024Q4: 9,703 shares; 2025Q1: 13,331 shares; 2025Q2: 16,780 shares; 2025Q3: 20,000 shares; 2025Q4: 203,805 shares; 2026Q1: 188,742 shares; 2026Q2: 174,778 shares 174,778 $12.5M 0.46% -13,964 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,991 shares; 2024Q4: 16,517 shares; 2025Q1: 18,658 shares; 2025Q2: 19,810 shares; 2025Q3: 22,964 shares; 2025Q4: 23,852 shares; 2026Q1: 26,446 shares; 2026Q2: 25,348 shares 25,348 $11.6M 0.43% -1,098 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,757 shares; 2024Q4: 35,740 shares; 2025Q1: 35,512 shares; 2025Q2: 35,037 shares; 2025Q3: 34,878 shares; 2025Q4: 34,017 shares; 2026Q1: 34,042 shares; 2026Q2: 33,687 shares 33,687 $11.6M 0.43% -355 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,469 shares; 2024Q4: 34,100 shares; 2025Q1: 34,100 shares; 2025Q2: 34,100 shares; 2025Q3: 34,100 shares; 2025Q4: 32,990 shares; 2026Q1: 32,990 shares; 2026Q2: 32,990 shares 32,990 $11.3M 0.42% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,596 shares 49,596 $11.1M 0.41% new 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: 23,207 shares; 2024Q4: 23,183 shares; 2025Q1: 22,540 shares; 2025Q2: 22,805 shares; 2025Q3: 23,142 shares; 2025Q4: 23,740 shares; 2026Q1: 24,777 shares; 2026Q2: 25,749 shares 25,749 $10.8M 0.4% +972 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: 19,330 shares; 2024Q4: 18,275 shares; 2025Q1: 18,168 shares; 2025Q2: 17,821 shares; 2025Q3: 17,130 shares; 2025Q4: 17,146 shares; 2026Q1: 16,716 shares; 2026Q2: 16,969 shares 16,969 $8.72M 0.32% +253 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: 155,026 shares; 2024Q4: 154,180 shares; 2025Q1: 153,897 shares; 2025Q2: 152,563 shares; 2025Q3: 149,863 shares; 2025Q4: 147,060 shares; 2026Q1: 145,515 shares; 2026Q2: 138,621 shares 138,621 $7.9M 0.29% -6,894 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: 92,051 shares; 2024Q4: 87,270 shares; 2025Q1: 73,949 shares; 2025Q2: 65,690 shares; 2025Q3: 64,278 shares; 2025Q4: 60,939 shares; 2026Q1: 57,291 shares; 2026Q2: 56,175 shares 56,175 $7.61M 0.28% -1,116 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: 63,842 shares; 2024Q4: 64,556 shares; 2025Q1: 53,851 shares; 2025Q2: 46,762 shares; 2025Q3: 44,733 shares; 2025Q4: 47,301 shares; 2026Q1: 48,692 shares; 2026Q2: 57,478 shares 57,478 $7.39M 0.27% +8,786 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: 93,780 shares; 2024Q4: 93,661 shares; 2025Q1: 92,709 shares; 2025Q2: 92,383 shares; 2025Q3: 91,214 shares; 2025Q4: 90,665 shares; 2026Q1: 85,260 shares; 2026Q2: 81,320 shares 81,320 $7.38M 0.27% -3,940 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: 30,414 shares; 2024Q4: 26,048 shares; 2025Q1: 34,112 shares; 2025Q2: 91,481 shares; 2025Q3: 116,465 shares; 2025Q4: 140,522 shares; 2026Q1: 132,814 shares; 2026Q2: 100,095 shares 100,095 $7.22M 0.27% -32,719 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: 5,578 shares; 2024Q4: 7,108 shares; 2025Q1: 8,120 shares; 2025Q2: 8,368 shares; 2025Q3: 8,320 shares; 2025Q4: 8,261 shares; 2026Q1: 8,205 shares; 2026Q2: 8,326 shares 8,326 $6.22M 0.23% +121 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: 50,982 shares; 2024Q4: 50,982 shares; 2025Q1: 50,911 shares; 2025Q2: 50,711 shares; 2025Q3: 50,236 shares; 2025Q4: 50,208 shares; 2026Q1: 49,844 shares; 2026Q2: 52,756 shares 52,756 $6.2M 0.23% +2,912 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,589 shares; 2024Q4: 24,431 shares; 2025Q1: 24,582 shares; 2025Q2: 24,401 shares; 2025Q3: 24,397 shares; 2025Q4: 23,939 shares; 2026Q1: 23,939 shares; 2026Q2: 25,735 shares 25,735 $5.38M 0.2% +1,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,562 shares; 2026Q2: 23,016 shares 23,016 $5.22M 0.19% +16,454 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: 7,585 shares; 2024Q4: 8,097 shares; 2025Q1: 7,543 shares; 2025Q2: 7,543 shares; 2025Q3: 7,543 shares; 2025Q4: 7,543 shares; 2026Q1: 6,826 shares; 2026Q2: 6,826 shares 6,826 $5.11M 0.19% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,317 shares; 2026Q1: 19,277 shares; 2026Q2: 20,048 shares 20,048 $4.98M 0.18% +771 Timeline VTV 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: 14,650 shares; 2024Q4: 17,900 shares; 2025Q1: 17,994 shares; 2025Q2: 18,610 shares; 2025Q3: 18,638 shares; 2025Q4: 21,754 shares; 2026Q1: 22,354 shares; 2026Q2: 22,706 shares 22,706 $4.95M 0.18% +352 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,487 shares; 2024Q4: 71,321 shares; 2025Q1: 68,360 shares; 2025Q2: 64,690 shares; 2025Q3: 62,323 shares; 2025Q4: 56,195 shares; 2026Q1: 53,727 shares; 2026Q2: 50,753 shares 50,753 $4.92M 0.18% -2,974 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,099 shares; 2024Q4: 10,030 shares; 2025Q1: 9,895 shares; 2025Q2: 9,553 shares; 2025Q3: 9,433 shares; 2025Q4: 9,336 shares; 2026Q1: 8,956 shares; 2026Q2: 8,978 shares 8,978 $4.57M 0.17% +22 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: 32,098 shares; 2024Q4: 31,946 shares; 2025Q1: 31,036 shares; 2025Q2: 30,970 shares; 2025Q3: 30,970 shares; 2025Q4: 30,898 shares; 2026Q1: 28,892 shares; 2026Q2: 27,819 shares 27,819 $4.36M 0.16% -1,073 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: 3,195 shares; 2025Q1: 4,938 shares; 2025Q2: 4,139 shares; 2025Q3: 4,850 shares; 2025Q4: 15,327 shares; 2026Q1: 18,414 shares; 2026Q2: 24,987 shares 24,987 $4.24M 0.16% +6,573 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: 52,760 shares; 2024Q4: 53,948 shares; 2025Q1: 52,581 shares; 2025Q2: 52,499 shares; 2025Q3: 50,519 shares; 2025Q4: 47,213 shares; 2026Q1: 46,045 shares; 2026Q2: 43,898 shares 43,898 $4.02M 0.15% -2,147 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: 13,149 shares; 2024Q4: 13,093 shares; 2025Q1: 12,861 shares; 2025Q2: 12,681 shares; 2025Q3: 12,297 shares; 2025Q4: 11,118 shares; 2026Q1: 11,195 shares; 2026Q2: 11,158 shares 11,158 $3.94M 0.15% -37 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: 16,227 shares; 2024Q4: 16,227 shares; 2025Q1: 16,227 shares; 2025Q2: 16,227 shares; 2025Q3: 13,957 shares; 2025Q4: 13,939 shares; 2026Q1: 13,814 shares; 2026Q2: 14,504 shares 14,504 $3.7M 0.14% +690 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: 30,758 shares; 2024Q4: 27,680 shares; 2025Q1: 27,680 shares; 2025Q2: 26,630 shares; 2025Q3: 26,630 shares; 2025Q4: 26,630 shares; 2026Q1: 26,960 shares; 2026Q2: 26,010 shares 26,010 $3.63M 0.13% -950 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 8,774 shares; 2026Q1: 19,439 shares; 2026Q2: 20,253 shares 20,253 $3.21M 0.12% +814 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: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 11,073 shares; 2025Q2: 11,054 shares; 2025Q3: 11,004 shares; 2025Q4: 11,004 shares; 2026Q1: 10,864 shares; 2026Q2: 10,948 shares 10,948 $3.21M 0.12% +84 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: 11,964 shares; 2024Q4: 12,111 shares; 2025Q1: 12,038 shares; 2025Q2: 11,867 shares; 2025Q3: 11,526 shares; 2025Q4: 12,211 shares; 2026Q1: 12,020 shares; 2026Q2: 12,037 shares 12,037 $3.03M 0.11% +17 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: 16,096 shares; 2024Q4: 16,096 shares; 2025Q1: 16,089 shares; 2025Q2: 15,508 shares; 2025Q3: 15,383 shares; 2025Q4: 15,364 shares; 2026Q1: 15,098 shares; 2026Q2: 15,534 shares 15,534 $2.95M 0.11% +436 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: 34,613 shares; 2024Q4: 34,573 shares; 2025Q1: 33,923 shares; 2025Q2: 33,767 shares; 2025Q3: 33,152 shares; 2025Q4: 35,482 shares; 2026Q1: 35,349 shares; 2026Q2: 35,340 shares 35,340 $2.87M 0.11% -9 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: 4,976 shares; 2024Q4: 4,970 shares; 2025Q1: 5,010 shares; 2025Q2: 5,010 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares; 2026Q1: 4,959 shares; 2026Q2: 4,943 shares 4,943 $2.87M 0.11% -16 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,156 shares; 2024Q4: 19,149 shares; 2025Q1: 18,654 shares; 2025Q2: 18,371 shares; 2025Q3: 18,405 shares; 2025Q4: 18,268 shares; 2026Q1: 18,064 shares; 2026Q2: 17,772 shares 17,772 $2.54M 0.09% -292 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: 3,476 shares; 2024Q4: 3,541 shares; 2025Q1: 3,561 shares; 2025Q2: 3,333 shares; 2025Q3: 3,397 shares; 2025Q4: 3,501 shares; 2026Q1: 3,307 shares; 2026Q2: 3,385 shares 3,385 $2.49M 0.09% +78 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 9,850 shares; 2026Q1: 10,088 shares; 2026Q2: 10,088 shares 10,088 $2.45M 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,138 shares 6,138 $2.32M 0.09% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares; 2026Q2: 18,664 shares 18,664 $2.32M 0.09% +13,998 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: 59,537 shares; 2024Q4: 55,859 shares; 2025Q1: 52,472 shares; 2025Q2: 44,335 shares; 2025Q3: 44,174 shares; 2025Q4: 41,816 shares; 2026Q1: 40,941 shares; 2026Q2: 38,549 shares 38,549 $2.23M 0.08% -2,392 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 49,700 shares; 2026Q2: 49,700 shares 49,700 $2.15M 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $2.14M 0.08% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,923 shares; 2024Q4: 101,923 shares; 2025Q1: 101,923 shares; 2025Q2: 99,451 shares; 2025Q3: 96,931 shares; 2025Q4: 92,488 shares; 2026Q1: 92,488 shares; 2026Q2: 92,488 shares 92,488 $2.06M 0.08% 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; 2024Q3: 5,527 shares; 2024Q4: 5,459 shares; 2025Q1: 5,220 shares; 2025Q2: 5,210 shares; 2025Q3: 5,558 shares; 2025Q4: 5,575 shares; 2026Q1: 5,528 shares; 2026Q2: 5,531 shares 5,531 $2.05M 0.08% +3 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: 7,082 shares; 2024Q4: 6,932 shares; 2025Q1: 6,910 shares; 2025Q2: 6,750 shares; 2025Q3: 6,384 shares; 2025Q4: 6,979 shares; 2026Q1: 6,959 shares; 2026Q2: 7,268 shares 7,268 $2.04M 0.08% +309 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,230 shares; 2024Q4: 71,770 shares; 2025Q1: 62,192 shares; 2025Q2: 29,558 shares; 2025Q3: 27,938 shares; 2025Q4: 24,279 shares; 2026Q1: 19,123 shares; 2026Q2: 17,563 shares 17,563 $2M 0.07% -1,560 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,557 shares; 2024Q4: 24,557 shares; 2025Q1: 24,557 shares; 2025Q2: 24,557 shares; 2025Q3: 24,557 shares; 2025Q4: 24,557 shares; 2026Q1: 24,557 shares; 2026Q2: 24,590 shares 24,590 $1.83M 0.07% +33 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: 5,583 shares; 2024Q4: 5,527 shares; 2025Q1: 5,746 shares; 2025Q2: 5,744 shares; 2025Q3: 5,693 shares; 2025Q4: 5,753 shares; 2026Q1: 5,889 shares; 2026Q2: 6,315 shares 6,315 $1.76M 0.06% +426 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: 5,139 shares; 2024Q4: 5,139 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,451 shares; 2025Q4: 4,421 shares; 2026Q1: 4,783 shares; 2026Q2: 4,802 shares 4,802 $1.74M 0.06% +19 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: 9,204 shares; 2024Q4: 9,204 shares; 2025Q1: 9,203 shares; 2025Q2: 9,203 shares; 2025Q3: 9,203 shares; 2025Q4: 9,203 shares; 2026Q1: 9,203 shares; 2026Q2: 9,203 shares 9,203 $1.7M 0.06% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 33,600 shares; 2025Q3: 33,600 shares; 2025Q4: 33,600 shares; 2026Q1: 33,600 shares; 2026Q2: 33,600 shares 33,600 $1.61M 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,415 shares; 2024Q4: 32,588 shares; 2025Q1: 23,154 shares; 2025Q2: 22,984 shares; 2025Q3: 23,034 shares; 2025Q4: 23,034 shares; 2026Q1: 23,134 shares; 2026Q2: 22,880 shares 22,880 $1.57M 0.06% -254 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: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares; 2026Q2: 5,110 shares 5,110 $1.54M 0.06% +3,320 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,806 shares; 2024Q4: 54,224 shares; 2025Q1: 51,547 shares; 2025Q2: 43,086 shares; 2025Q3: 34,489 shares; 2025Q4: 25,924 shares; 2026Q1: 23,625 shares; 2026Q2: 14,774 shares 14,774 $1.41M 0.05% -8,851 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,222 shares; 2026Q1: 13,272 shares; 2026Q2: 12,922 shares 12,922 $1.39M 0.05% -350 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,839 shares; 2026Q1: 42,839 shares; 2026Q2: 42,914 shares 42,914 $1.37M 0.05% +75 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,546 shares; 2024Q4: 8,546 shares; 2025Q1: 8,545 shares; 2025Q2: 8,545 shares; 2025Q3: 8,545 shares; 2025Q4: 8,454 shares; 2026Q1: 8,454 shares; 2026Q2: 8,413 shares 8,413 $1.36M 0.05% -41 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,650 shares; 2025Q3: 2,638 shares; 2025Q4: 5,276 shares; 2026Q1: 5,276 shares; 2026Q2: 6,876 shares 6,876 $1.31M 0.05% +1,600 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: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,695 shares 1,695 $1.29M 0.05% -20 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: 13,282 shares; 2024Q4: 12,999 shares; 2025Q1: 13,206 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 11,761 shares; 2026Q1: 11,779 shares; 2026Q2: 11,609 shares 11,609 $1.21M 0.04% -170 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 9,100 shares 9,100 $1.17M 0.04% new 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: 6,885 shares; 2024Q4: 6,775 shares; 2025Q1: 6,689 shares; 2025Q2: 6,540 shares; 2025Q3: 6,035 shares; 2025Q4: 5,894 shares; 2026Q1: 5,464 shares; 2026Q2: 5,186 shares 5,186 $1.16M 0.04% -278 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,123 shares; 2024Q4: 6,123 shares; 2025Q1: 6,123 shares; 2025Q2: 6,114 shares; 2025Q3: 6,448 shares; 2025Q4: 6,448 shares; 2026Q1: 6,392 shares; 2026Q2: 6,339 shares 6,339 $1.15M 0.04% -53 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,332 shares; 2024Q4: 44,190 shares; 2025Q1: 43,277 shares; 2025Q2: 35,984 shares; 2025Q3: 32,295 shares; 2025Q4: 25,686 shares; 2026Q1: 24,287 shares; 2026Q2: 24,397 shares 24,397 $1.13M 0.04% +110 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: 7,345 shares; 2024Q4: 7,303 shares; 2025Q1: 7,248 shares; 2025Q2: 7,148 shares; 2025Q3: 7,123 shares; 2025Q4: 7,063 shares; 2026Q1: 6,998 shares; 2026Q2: 7,381 shares 7,381 $1.08M 0.04% +383 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: 2,649 shares; 2024Q4: 2,708 shares; 2025Q1: 2,276 shares; 2025Q2: 2,236 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,718 shares; 2026Q2: 2,743 shares 2,743 $1.03M 0.04% +25 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: 50,747 shares; 2024Q4: 51,198 shares; 2025Q1: 49,988 shares; 2025Q2: 48,749 shares; 2025Q3: 47,584 shares; 2025Q4: 46,779 shares; 2026Q1: 46,779 shares; 2026Q2: 48,320 shares 48,320 $1M 0.04% +1,541 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: 6,749 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 26,849 shares; 2026Q1: 26,849 shares; 2026Q2: 26,849 shares 26,849 $987K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,700 shares; 2026Q1: 18,200 shares; 2026Q2: 18,200 shares 18,200 $987K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares; 2026Q2: 4,091 shares 4,091 $974K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,888 shares; 2024Q4: 25,543 shares; 2025Q1: 25,048 shares; 2025Q2: 25,542 shares; 2025Q3: 24,995 shares; 2025Q4: 20,413 shares; 2026Q1: 22,677 shares; 2026Q2: 22,086 shares 22,086 $935K 0.03% -591 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: 100,099 shares; 2024Q4: 63,606 shares; 2025Q1: 55,057 shares; 2025Q2: 44,651 shares; 2025Q3: 39,197 shares; 2025Q4: 38,061 shares; 2026Q1: 38,032 shares; 2026Q2: 38,632 shares 38,632 $930K 0.03% +600 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,242 shares; 2024Q4: 5,217 shares; 2025Q1: 5,217 shares; 2025Q2: 5,217 shares; 2025Q3: 5,217 shares; 2025Q4: 5,217 shares; 2026Q1: 5,217 shares; 2026Q2: 5,217 shares 5,217 $857K 0.03% 0 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: 2,247 shares; 2024Q4: not reported; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,414 shares; 2025Q4: 7,114 shares; 2026Q1: 8,821 shares; 2026Q2: 8,821 shares 8,821 $844K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,504 shares; 2024Q4: 9,504 shares; 2025Q1: 9,367 shares; 2025Q2: 9,157 shares; 2025Q3: 9,179 shares; 2025Q4: 9,179 shares; 2026Q1: 9,479 shares; 2026Q2: 9,479 shares 9,479 $792K 0.03% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,575 shares; 2024Q4: 6,555 shares; 2025Q1: 5,374 shares; 2025Q2: 5,447 shares; 2025Q3: 5,479 shares; 2025Q4: 5,486 shares; 2026Q1: 5,559 shares; 2026Q2: 5,775 shares 5,775 $764K 0.03% +216 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: 8,024 shares; 2024Q4: 6,650 shares; 2025Q1: 6,514 shares; 2025Q2: 5,455 shares; 2025Q3: 3,613 shares; 2025Q4: 3,612 shares; 2026Q1: 3,512 shares; 2026Q2: 7,410 shares 7,410 $757K 0.03% +3,898 Timeline VBK 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: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,061 shares; 2026Q1: 2,061 shares; 2026Q2: 2,061 shares 2,061 $754K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,129 shares; 2024Q4: 16,206 shares; 2025Q1: 12,842 shares; 2025Q2: 12,297 shares; 2025Q3: 12,431 shares; 2025Q4: 12,358 shares; 2026Q1: 14,204 shares; 2026Q2: 12,329 shares 12,329 $745K 0.03% -1,875 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 4,237 shares; 2025Q2: 4,987 shares; 2025Q3: 4,137 shares; 2025Q4: 5,262 shares; 2026Q1: 6,302 shares; 2026Q2: 6,160 shares 6,160 $719K 0.03% -142 Timeline KEQU KEWAUNEE SCIENTIFIC CORP More: the full row for KEWAUNEE 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: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $710K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 11,506 shares; 2026Q1: 11,378 shares; 2026Q2: 11,377 shares 11,377 $684K 0.03% -1 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: 8,420 shares; 2024Q4: 8,420 shares; 2025Q1: 8,418 shares; 2025Q2: 11,918 shares; 2025Q3: 11,918 shares; 2025Q4: 20,418 shares; 2026Q1: 15,418 shares; 2026Q2: 7,999 shares 7,999 $661K 0.02% -7,419 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 2,000 shares 2,000 $635K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 4,004 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares; 2026Q1: 4,004 shares; 2026Q2: 4,004 shares 4,004 $633K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares; 2026Q2: 1,864 shares 1,864 $616K 0.02% +106 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,150 shares; 2025Q3: 5,150 shares; 2025Q4: 18,920 shares; 2026Q1: 18,470 shares; 2026Q2: 18,470 shares 18,470 $615K 0.02% 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: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,081 shares; 2025Q2: 2,966 shares; 2025Q3: 2,489 shares; 2025Q4: 2,471 shares; 2026Q1: 1,841 shares; 2026Q2: 1,763 shares 1,763 $601K 0.02% -78 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,832 shares; 2026Q2: 1,815 shares 1,815 $599K 0.02% -17 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,245 shares; 2024Q4: 30,245 shares; 2025Q1: 26,840 shares; 2025Q2: 24,273 shares; 2025Q3: 24,277 shares; 2025Q4: 24,277 shares; 2026Q1: 24,223 shares; 2026Q2: 24,426 shares 24,426 $585K 0.02% +203 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,364 shares 6,364 $580K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,157 shares 1,157 $575K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,872 shares; 2024Q4: 3,872 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,901 shares; 2025Q4: 3,901 shares; 2026Q1: 3,901 shares; 2026Q2: 3,901 shares 3,901 $534K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,793 shares; 2024Q4: 5,793 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares; 2025Q4: 5,526 shares; 2026Q1: 4,737 shares; 2026Q2: 4,837 shares 4,837 $531K 0.02% +100 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 23,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $528K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,785 shares; 2024Q4: 61,055 shares; 2025Q1: 44,374 shares; 2025Q2: 39,840 shares; 2025Q3: 30,435 shares; 2025Q4: 28,261 shares; 2026Q1: 26,940 shares; 2026Q2: 12,669 shares 12,669 $520K 0.02% -14,271 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 4,930 shares; 2025Q1: 4,798 shares; 2025Q2: 4,781 shares; 2025Q3: 5,081 shares; 2025Q4: 5,160 shares; 2026Q1: 5,079 shares; 2026Q2: 5,105 shares 5,105 $492K 0.02% +26 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $492K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares; 2026Q2: 2,498 shares 2,498 $489K 0.02% 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: 20,951 shares; 2024Q4: 7,789 shares; 2025Q1: 4,334 shares; 2025Q2: 4,224 shares; 2025Q3: 4,648 shares; 2025Q4: 4,564 shares; 2026Q1: 4,564 shares; 2026Q2: 4,564 shares 4,564 $472K 0.02% 0 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: 4,391 shares; 2024Q4: 4,391 shares; 2025Q1: 4,375 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares; 2026Q2: 4,209 shares 4,209 $464K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 4,485 shares; 2025Q1: 4,485 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 4,418 shares 4,418 $459K 0.02% -42 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,997 shares; 2024Q4: 11,997 shares; 2025Q1: 11,997 shares; 2025Q2: 11,997 shares; 2025Q3: 11,997 shares; 2025Q4: 11,997 shares; 2026Q1: 11,997 shares; 2026Q2: 11,997 shares 11,997 $443K 0.02% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $439K 0.02% new 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: 346 shares; 2024Q4: 346 shares; 2025Q1: 348 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 336 shares 336 $429K 0.02% -3 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: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,366 shares; 2026Q1: 2,366 shares; 2026Q2: 2,366 shares 2,366 $415K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,316 shares; 2025Q3: 6,316 shares; 2025Q4: 5,354 shares; 2026Q1: 5,229 shares; 2026Q2: 5,304 shares 5,304 $411K 0.02% +75 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $409K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,402 shares; 2024Q4: 3,402 shares; 2025Q1: 3,402 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,402 shares; 2026Q2: 3,402 shares 3,402 $400K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,220 shares; 2024Q4: 5,220 shares; 2025Q1: 5,219 shares; 2025Q2: 5,219 shares; 2025Q3: 5,219 shares; 2025Q4: 5,219 shares; 2026Q1: 5,219 shares; 2026Q2: 5,219 shares 5,219 $399K 0.01% 0 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: 19,248 shares; 2024Q4: 19,248 shares; 2025Q1: 18,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,992 shares 15,992 $393K 0.01% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 970 shares; 2026Q2: 970 shares 970 $390K 0.01% 0 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: 5,075 shares; 2024Q4: 5,550 shares; 2025Q1: 5,027 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares; 2026Q1: 4,783 shares; 2026Q2: 4,984 shares 4,984 $384K 0.01% +201 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $374K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $372K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $370K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,939 shares; 2024Q4: 8,639 shares; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 6,705 shares; 2025Q4: 6,175 shares; 2026Q1: 6,407 shares; 2026Q2: 6,407 shares 6,407 $369K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,839 shares; 2024Q4: 11,839 shares; 2025Q1: 11,839 shares; 2025Q2: 11,030 shares; 2025Q3: 10,806 shares; 2025Q4: 10,806 shares; 2026Q1: 10,371 shares; 2026Q2: 10,371 shares 10,371 $361K 0.01% 0 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: 372 shares; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 497 shares 497 $350K 0.01% +125 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,481 shares; 2025Q3: 3,794 shares; 2025Q4: 3,823 shares; 2026Q1: 4,208 shares; 2026Q2: 4,208 shares 4,208 $346K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 2,174 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares; 2026Q2: 2,207 shares 2,207 $345K 0.01% -134 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,316 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares 3,316 $345K 0.01% 0 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: 2,370 shares; 2024Q4: 2,765 shares; 2025Q1: 2,786 shares; 2025Q2: 2,765 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $342K 0.01% 0 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; 2024Q3: 54,357 shares; 2024Q4: 52,275 shares; 2025Q1: 35,849 shares; 2025Q2: 21,698 shares; 2025Q3: 7,890 shares; 2025Q4: 5,191 shares; 2026Q1: 3,515 shares; 2026Q2: 2,854 shares 2,854 $337K 0.01% -661 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,280 shares 3,280 $333K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,073 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 836 shares 836 $332K 0.01% +13 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 280 shares 280 $323K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,302 shares 2,302 $322K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,989 shares; 2025Q2: 4,989 shares; 2025Q3: 4,264 shares; 2025Q4: 4,264 shares; 2026Q1: 4,264 shares; 2026Q2: 4,264 shares 4,264 $313K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,525 shares 4,525 $307K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 4,013 shares; 2025Q1: 4,013 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,442 shares; 2026Q2: 3,442 shares 3,442 $299K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,805 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 2,598 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $297K 0.01% 0 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: 40,292 shares; 2024Q4: 28,474 shares; 2025Q1: 12,606 shares; 2025Q2: 3,820 shares; 2025Q3: 3,120 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares; 2026Q2: 2,695 shares 2,695 $290K 0.01% 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; 2024Q3: not reported; 2024Q4: 2,004 shares; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares; 2026Q2: 2,004 shares 2,004 $276K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $272K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,396 shares; 2025Q3: 1,101 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,008 shares 1,008 $272K 0.01% -16 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: 538 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 519 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 508 shares 508 $267K 0.01% -7 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $263K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 3,659 shares; 2026Q2: 3,659 shares 3,659 $263K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $259K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 2,613 shares; 2025Q1: 2,451 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares; 2026Q2: 2,160 shares 2,160 $258K 0.01% -110 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,834 shares; 2024Q4: 5,834 shares; 2025Q1: 4,104 shares; 2025Q2: 3,493 shares; 2025Q3: 3,055 shares; 2025Q4: 2,103 shares; 2026Q1: 1,912 shares; 2026Q2: 1,513 shares 1,513 $257K 0.01% -399 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,070 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,035 shares; 2025Q4: 2,868 shares; 2026Q1: 2,868 shares; 2026Q2: 2,820 shares 2,820 $253K 0.01% -48 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,958 shares; 2024Q4: 3,958 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 3,957 shares; 2026Q1: 3,957 shares; 2026Q2: 2,985 shares 2,985 $253K 0.01% -972 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $252K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $226K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $224K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,000 shares 4,000 $213K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,696 shares; 2026Q2: 6,696 shares 6,696 $212K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 876 shares; 2025Q2: 732 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $212K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 5,377 shares; 2025Q1: 5,299 shares; 2025Q2: 2,714 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691 shares; 2026Q2: 1,571 shares 1,571 $205K 0.01% -120 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 90 shares 90 $205K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,605 shares; 2026Q2: 1,605 shares 1,605 $203K 0.01% 0 Timeline