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: 48,316 shares; 2024Q4: 48,231 shares; 2025Q1: 48,172 shares; 2025Q2: 48,027 shares; 2025Q3: 47,976 shares; 2025Q4: 45,494 shares; 2026Q1: 42,838 shares; 2026Q2: 41,468 shares 41,468 $49.7M 6.04% -1,370 Timeline SPIB 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: 1,206,072 shares; 2024Q4: 1,234,843 shares; 2025Q1: 1,254,198 shares; 2025Q2: 1,231,779 shares; 2025Q3: 1,307,674 shares; 2025Q4: 1,283,687 shares; 2026Q1: 1,311,594 shares; 2026Q2: 1,339,605 shares 1,339,605 $44.8M 5.45% +28,011 Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,918 shares; 2024Q4: 602,184 shares; 2025Q1: 1,178,905 shares; 2025Q2: 1,161,617 shares; 2025Q3: 1,161,617 shares; 2025Q4: 1,101,617 shares; 2026Q1: 1,061,490 shares; 2026Q2: 1,060,922 shares 1,060,922 $39M 4.74% -568 Timeline SPSB 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: 1,016,952 shares; 2024Q4: 1,048,489 shares; 2025Q1: 1,100,339 shares; 2025Q2: 1,085,013 shares; 2025Q3: 1,155,275 shares; 2025Q4: 1,135,263 shares; 2026Q1: 1,163,729 shares; 2026Q2: 1,180,398 shares 1,180,398 $35.4M 4.3% +16,669 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: 90,908 shares; 2024Q4: 91,008 shares; 2025Q1: 93,235 shares; 2025Q2: 92,215 shares; 2025Q3: 99,412 shares; 2025Q4: 195,352 shares; 2026Q1: 188,708 shares; 2026Q2: 183,366 shares 183,366 $34.9M 4.24% -5,342 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,486 shares; 2024Q4: 298,799 shares; 2025Q1: 289,079 shares; 2025Q2: 280,390 shares; 2025Q3: 262,537 shares; 2025Q4: 235,361 shares; 2026Q1: 185,997 shares; 2026Q2: 166,403 shares 166,403 $33.3M 4.05% -19,594 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,455 shares; 2024Q4: 21,203 shares; 2025Q1: 20,633 shares; 2025Q2: 18,508 shares; 2025Q3: 18,026 shares; 2025Q4: 13,861 shares; 2026Q1: 10,952 shares; 2026Q2: 91,198 shares 91,198 $27.5M 3.34% +80,246 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: 130,770 shares; 2024Q4: 127,944 shares; 2025Q1: 126,426 shares; 2025Q2: 128,951 shares; 2025Q3: 122,960 shares; 2025Q4: 111,176 shares; 2026Q1: 96,843 shares; 2026Q2: 90,281 shares 90,281 $26.1M 3.17% -6,562 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: 70,301 shares; 2024Q4: 70,301 shares; 2025Q1: 68,466 shares; 2025Q2: 67,221 shares; 2025Q3: 66,312 shares; 2025Q4: 66,012 shares; 2026Q1: 65,812 shares; 2026Q2: 65,012 shares 65,012 $25.9M 3.14% -800 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: 113,127 shares; 2024Q4: 113,545 shares; 2025Q1: 112,959 shares; 2025Q2: 120,113 shares; 2025Q3: 116,099 shares; 2025Q4: 94,373 shares; 2026Q1: 77,039 shares; 2026Q2: 69,548 shares 69,548 $24.6M 2.99% -7,491 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: 88,240 shares; 2024Q4: 88,248 shares; 2025Q1: 88,090 shares; 2025Q2: 85,875 shares; 2025Q3: 83,662 shares; 2025Q4: 73,819 shares; 2026Q1: 67,754 shares; 2026Q2: 65,547 shares 65,547 $24.5M 2.97% -2,207 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: 99,475 shares; 2024Q4: 95,958 shares; 2025Q1: 101,690 shares; 2025Q2: 99,624 shares; 2025Q3: 98,523 shares; 2025Q4: 91,957 shares; 2026Q1: 79,925 shares; 2026Q2: 74,153 shares 74,153 $17.7M 2.15% -5,772 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,632 shares; 2024Q4: 99,230 shares; 2025Q1: 97,543 shares; 2025Q2: 88,578 shares; 2025Q3: 80,616 shares; 2025Q4: 49,868 shares; 2026Q1: 37,872 shares; 2026Q2: 32,177 shares 32,177 $15.8M 1.92% -5,695 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: 77,752 shares; 2024Q4: 72,508 shares; 2025Q1: 69,570 shares; 2025Q2: 63,513 shares; 2025Q3: 61,497 shares; 2025Q4: 53,160 shares; 2026Q1: 45,361 shares; 2026Q2: 43,067 shares 43,067 $14.1M 1.71% -2,294 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: 24,119 shares; 2024Q4: 23,019 shares; 2025Q1: 21,239 shares; 2025Q2: 19,905 shares; 2025Q3: 19,633 shares; 2025Q4: 18,839 shares; 2026Q1: 18,043 shares; 2026Q2: 17,847 shares 17,847 $13.3M 1.62% -196 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: 63,902 shares; 2024Q4: 62,433 shares; 2025Q1: 59,374 shares; 2025Q2: 58,115 shares; 2025Q3: 56,487 shares; 2025Q4: 52,923 shares; 2026Q1: 36,578 shares; 2026Q2: 32,068 shares 32,068 $12.1M 1.47% -4,510 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: 57,374 shares; 2024Q4: 53,573 shares; 2025Q1: 48,590 shares; 2025Q2: 51,294 shares; 2025Q3: 50,690 shares; 2025Q4: 48,746 shares; 2026Q1: 45,652 shares; 2026Q2: 45,583 shares 45,583 $11.5M 1.39% -69 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,536 shares; 2024Q4: 45,623 shares; 2025Q1: 45,755 shares; 2025Q2: 45,649 shares; 2025Q3: 44,217 shares; 2025Q4: 36,448 shares; 2026Q1: 34,968 shares; 2026Q2: 33,061 shares 33,061 $11.2M 1.36% -1,907 Timeline XLF 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: 207,646 shares; 2024Q4: 211,895 shares; 2025Q1: 204,252 shares; 2025Q2: 195,202 shares; 2025Q3: 204,284 shares; 2025Q4: 201,030 shares; 2026Q1: 196,096 shares; 2026Q2: 196,199 shares 196,199 $10.5M 1.28% +103 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: 39,586 shares; 2024Q4: 37,949 shares; 2025Q1: 36,842 shares; 2025Q2: 35,351 shares; 2025Q3: 35,404 shares; 2025Q4: 32,735 shares; 2026Q1: 29,846 shares; 2026Q2: 28,649 shares 28,649 $9.83M 1.19% -1,197 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: 122,418 shares; 2024Q4: 118,193 shares; 2025Q1: 119,144 shares; 2025Q2: 128,484 shares; 2025Q3: 126,775 shares; 2025Q4: 98,454 shares; 2026Q1: 87,379 shares; 2026Q2: 78,777 shares 78,777 $9.25M 1.12% -8,602 Timeline SPSM 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: 97,840 shares; 2024Q4: 107,810 shares; 2025Q1: 118,858 shares; 2025Q2: 132,177 shares; 2025Q3: 149,911 shares; 2025Q4: 150,565 shares; 2026Q1: 153,348 shares; 2026Q2: 153,397 shares 153,397 $8.85M 1.07% +49 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,702 shares; 2024Q4: 145,991 shares; 2025Q1: 151,134 shares; 2025Q2: 152,289 shares; 2025Q3: 165,725 shares; 2025Q4: 163,882 shares; 2026Q1: 173,356 shares; 2026Q2: 172,579 shares 172,579 $8.81M 1.07% -777 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: 90,115 shares; 2024Q4: 88,692 shares; 2025Q1: 32,633 shares; 2025Q2: 22,137 shares; 2025Q3: 20,806 shares; 2025Q4: 17,969 shares; 2026Q1: 16,493 shares; 2026Q2: 14,885 shares 14,885 $8.65M 1.05% -1,608 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: 14,214 shares; 2024Q4: 13,212 shares; 2025Q1: 30,808 shares; 2025Q2: 33,911 shares; 2025Q3: 35,711 shares; 2025Q4: 30,958 shares; 2026Q1: 29,194 shares; 2026Q2: 30,503 shares 30,503 $8.58M 1.04% +1,309 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: 10,791 shares; 2024Q4: 13,810 shares; 2025Q1: 20,599 shares; 2025Q2: 21,390 shares; 2025Q3: 21,078 shares; 2025Q4: 19,344 shares; 2026Q1: 15,513 shares; 2026Q2: 15,016 shares 15,016 $8.46M 1.03% -497 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: 74,960 shares; 2024Q4: 69,237 shares; 2025Q1: 68,459 shares; 2025Q2: 66,936 shares; 2025Q3: 64,130 shares; 2025Q4: 52,388 shares; 2026Q1: 43,748 shares; 2026Q2: 39,691 shares 39,691 $8.3M 1.01% -4,057 Timeline XLY 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: 36,115 shares; 2024Q4: 36,482 shares; 2025Q1: 36,129 shares; 2025Q2: 34,991 shares; 2025Q3: 36,838 shares; 2025Q4: 72,594 shares; 2026Q1: 69,989 shares; 2026Q2: 70,000 shares 70,000 $8.21M 1% +11 Timeline XLV 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: 56,842 shares; 2024Q4: 57,283 shares; 2025Q1: 54,381 shares; 2025Q2: 54,071 shares; 2025Q3: 56,545 shares; 2025Q4: 53,697 shares; 2026Q1: 50,398 shares; 2026Q2: 50,164 shares 50,164 $7.96M 0.97% -234 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,337 shares; 2024Q4: 103,425 shares; 2025Q1: 103,073 shares; 2025Q2: 102,654 shares; 2025Q3: 102,609 shares; 2025Q4: 102,409 shares; 2026Q1: 101,740 shares; 2026Q2: 101,692 shares 101,692 $7.96M 0.97% -48 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: 20,063 shares; 2024Q4: 20,331 shares; 2025Q1: 20,281 shares; 2025Q2: 21,339 shares; 2025Q3: 20,547 shares; 2025Q4: 17,633 shares; 2026Q1: 15,402 shares; 2026Q2: 15,119 shares 15,119 $7.58M 0.92% -283 Timeline XLC 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: 72,198 shares; 2024Q4: 72,064 shares; 2025Q1: 70,223 shares; 2025Q2: 67,528 shares; 2025Q3: 70,736 shares; 2025Q4: 69,308 shares; 2026Q1: 67,827 shares; 2026Q2: 70,666 shares 70,666 $7.57M 0.92% +2,839 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: 103,691 shares; 2024Q4: 103,541 shares; 2025Q1: 104,603 shares; 2025Q2: 95,575 shares; 2025Q3: 92,753 shares; 2025Q4: 82,278 shares; 2026Q1: 62,373 shares; 2026Q2: 54,852 shares 54,852 $7.5M 0.91% -7,521 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: 49,135 shares; 2024Q4: 49,792 shares; 2025Q1: 47,118 shares; 2025Q2: 42,410 shares; 2025Q3: 42,869 shares; 2025Q4: 41,595 shares; 2026Q1: 38,779 shares; 2026Q2: 39,192 shares 39,192 $7.26M 0.88% +413 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: 14,315 shares; 2024Q4: 13,545 shares; 2025Q1: 14,728 shares; 2025Q2: 12,108 shares; 2025Q3: 11,131 shares; 2025Q4: 8,187 shares; 2026Q1: 6,911 shares; 2026Q2: 6,358 shares 6,358 $7.2M 0.88% -553 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,683 shares; 2025Q1: 2,954 shares; 2025Q2: 2,692 shares; 2025Q3: 2,625 shares; 2025Q4: 2,411 shares; 2026Q1: 2,138 shares; 2026Q2: 2,117 shares 2,117 $6.77M 0.82% -21 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: 7,893 shares; 2024Q4: 7,449 shares; 2025Q1: 7,980 shares; 2025Q2: 6,894 shares; 2025Q3: 6,808 shares; 2025Q4: 6,018 shares; 2026Q1: 5,112 shares; 2026Q2: 4,755 shares 4,755 $6.47M 0.79% -357 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 22,377 shares 22,377 $5.72M 0.7% +20,970 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,907 shares; 2025Q2: 56,081 shares; 2025Q3: 51,754 shares; 2025Q4: 42,105 shares; 2026Q1: 35,269 shares; 2026Q2: 32,236 shares 32,236 $5.68M 0.69% -3,033 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,472 shares; 2024Q4: 160,380 shares; 2025Q1: 189,262 shares; 2025Q2: 158,639 shares; 2025Q3: 152,312 shares; 2025Q4: 135,654 shares; 2026Q1: 113,309 shares; 2026Q2: 105,975 shares 105,975 $5.55M 0.67% -7,334 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: 9,469 shares; 2025Q2: 13,813 shares; 2025Q3: 13,325 shares; 2025Q4: 11,426 shares; 2026Q1: 8,886 shares; 2026Q2: 7,277 shares 7,277 $5.24M 0.64% -1,609 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,957 shares; 2024Q4: 58,113 shares; 2025Q1: 62,087 shares; 2025Q2: 67,428 shares; 2025Q3: 66,812 shares; 2025Q4: 60,798 shares; 2026Q1: 50,545 shares; 2026Q2: 53,830 shares 53,830 $4.97M 0.6% +3,285 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: 67,804 shares; 2024Q4: 65,112 shares; 2025Q1: 69,743 shares; 2025Q2: 68,004 shares; 2025Q3: 65,832 shares; 2025Q4: 61,674 shares; 2026Q1: 50,694 shares; 2026Q2: 48,419 shares 48,419 $4.95M 0.6% -2,275 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 26,219 shares 26,219 $4.91M 0.6% new 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: 7,986 shares; 2024Q4: 7,678 shares; 2025Q1: 8,628 shares; 2025Q2: 8,749 shares; 2025Q3: 8,249 shares; 2025Q4: 6,301 shares; 2026Q1: 5,025 shares; 2026Q2: 4,633 shares 4,633 $4.69M 0.57% -392 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: 25,810 shares; 2024Q4: 25,274 shares; 2025Q1: 23,213 shares; 2025Q2: 22,449 shares; 2025Q3: 22,240 shares; 2025Q4: 17,355 shares; 2026Q1: 14,390 shares; 2026Q2: 12,942 shares 12,942 $4.56M 0.55% -1,448 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: 17,598 shares; 2024Q4: 17,436 shares; 2025Q1: 17,274 shares; 2025Q2: 17,070 shares; 2025Q3: 17,103 shares; 2025Q4: 17,157 shares; 2026Q1: 16,892 shares; 2026Q2: 16,796 shares 16,796 $4.54M 0.55% -96 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: 20,061 shares; 2024Q4: 19,427 shares; 2025Q1: 17,626 shares; 2025Q2: 17,493 shares; 2025Q3: 16,902 shares; 2025Q4: 15,877 shares; 2026Q1: 13,709 shares; 2026Q2: 12,964 shares 12,964 $4.46M 0.54% -745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,198 shares 47,198 $4.41M 0.54% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,332 shares; 2024Q4: 49,914 shares; 2025Q1: 48,365 shares; 2025Q2: 46,981 shares; 2025Q3: 47,072 shares; 2025Q4: 32,697 shares; 2026Q1: 27,253 shares; 2026Q2: 26,268 shares 26,268 $4.38M 0.53% -985 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,743 shares; 2024Q4: 36,491 shares; 2025Q1: 39,744 shares; 2025Q2: 35,558 shares; 2025Q3: 35,681 shares; 2025Q4: 31,509 shares; 2026Q1: 29,917 shares; 2026Q2: 27,549 shares 27,549 $4.32M 0.52% -2,368 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: 16,172 shares; 2024Q4: 16,300 shares; 2025Q1: 19,691 shares; 2025Q2: 42,343 shares; 2025Q3: 43,397 shares; 2025Q4: 41,102 shares; 2026Q1: 35,603 shares; 2026Q2: 33,777 shares 33,777 $4.28M 0.52% -1,826 Timeline XLP 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: 47,914 shares; 2024Q4: 48,721 shares; 2025Q1: 48,661 shares; 2025Q2: 49,028 shares; 2025Q3: 52,741 shares; 2025Q4: 51,862 shares; 2026Q1: 50,676 shares; 2026Q2: 50,709 shares 50,709 $4.21M 0.51% +33 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: 36,868 shares; 2024Q4: 41,580 shares; 2025Q1: 42,014 shares; 2025Q2: 43,055 shares; 2025Q3: 41,204 shares; 2025Q4: 36,996 shares; 2026Q1: 31,869 shares; 2026Q2: 30,389 shares 30,389 $4.11M 0.5% -1,480 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 13,237 shares 13,237 $4.1M 0.5% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,674 shares; 2024Q4: 135,136 shares; 2025Q1: 128,941 shares; 2025Q2: 121,836 shares; 2025Q3: 118,254 shares; 2025Q4: 102,553 shares; 2026Q1: 79,680 shares; 2026Q2: 73,486 shares 73,486 $4.08M 0.5% -6,194 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,563 shares; 2025Q1: 34,446 shares; 2025Q2: 39,411 shares; 2025Q3: 37,411 shares; 2025Q4: 33,136 shares; 2026Q1: 30,179 shares; 2026Q2: 29,522 shares 29,522 $3.98M 0.48% -657 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,765 shares; 2024Q4: 255,893 shares; 2025Q1: 229,106 shares; 2025Q2: 158,737 shares; 2025Q3: 140,443 shares; 2025Q4: 116,591 shares; 2026Q1: 90,253 shares; 2026Q2: 79,778 shares 79,778 $3.79M 0.46% -10,475 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: not reported; 2025Q2: 5,479 shares; 2025Q3: 5,773 shares; 2025Q4: 31,694 shares; 2026Q1: 35,955 shares; 2026Q2: 37,453 shares 37,453 $3.72M 0.45% +1,498 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,104 shares; 2025Q4: 2,216 shares; 2026Q1: 2,159 shares; 2026Q2: 2,155 shares 2,155 $3.66M 0.44% -4 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,927 shares; 2024Q4: 24,834 shares; 2025Q1: 25,556 shares; 2025Q2: 21,453 shares; 2025Q3: 20,373 shares; 2025Q4: 17,386 shares; 2026Q1: 13,886 shares; 2026Q2: 13,389 shares 13,389 $3.55M 0.43% -497 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: 31,631 shares; 2024Q4: 33,339 shares; 2025Q1: 30,929 shares; 2025Q2: 29,970 shares; 2025Q3: 26,640 shares; 2025Q4: 22,391 shares; 2026Q1: 17,869 shares; 2026Q2: 15,469 shares 15,469 $3.45M 0.42% -2,400 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: 9,759 shares; 2024Q4: 5,354 shares; 2025Q1: 12,924 shares; 2025Q2: 53,802 shares; 2025Q3: 55,209 shares; 2025Q4: 50,140 shares; 2026Q1: 40,893 shares; 2026Q2: 38,900 shares 38,900 $3.41M 0.41% -1,993 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: 40,509 shares; 2024Q4: 39,100 shares; 2025Q1: 38,962 shares; 2025Q2: 38,227 shares; 2025Q3: 38,404 shares; 2025Q4: 31,944 shares; 2026Q1: 30,872 shares; 2026Q2: 30,023 shares 30,023 $3.4M 0.41% -849 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,450 shares; 2025Q3: 4,492 shares; 2025Q4: 45,846 shares; 2026Q1: 42,662 shares; 2026Q2: 45,804 shares 45,804 $3.27M 0.4% +3,142 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: 4,579 shares; 2024Q4: 4,502 shares; 2025Q1: 4,439 shares; 2025Q2: 4,321 shares; 2025Q3: 4,357 shares; 2025Q4: 4,338 shares; 2026Q1: 4,532 shares; 2026Q2: 4,519 shares 4,519 $3.18M 0.39% -13 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 12,541 shares 12,541 $2.98M 0.36% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,309 shares; 2025Q3: 9,127 shares; 2025Q4: 7,978 shares; 2026Q1: 6,783 shares; 2026Q2: 5,870 shares 5,870 $2.91M 0.35% -913 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,788 shares; 2024Q4: 24,828 shares; 2025Q1: 26,736 shares; 2025Q2: 24,337 shares; 2025Q3: 24,287 shares; 2025Q4: 29,541 shares; 2026Q1: 13,543 shares; 2026Q2: 14,041 shares 14,041 $2.88M 0.35% +498 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: 92,731 shares; 2024Q4: 90,951 shares; 2025Q1: 94,200 shares; 2025Q2: 96,449 shares; 2025Q3: 95,375 shares; 2025Q4: 87,993 shares; 2026Q1: 66,313 shares; 2026Q2: 61,429 shares 61,429 $2.86M 0.35% -4,884 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: 24,196 shares; 2024Q4: 23,031 shares; 2025Q1: 22,772 shares; 2025Q2: 21,596 shares; 2025Q3: 21,596 shares; 2025Q4: 18,541 shares; 2026Q1: 17,876 shares; 2026Q2: 17,138 shares 17,138 $2.84M 0.35% -738 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,498 shares; 2024Q4: 46,244 shares; 2025Q1: 46,244 shares; 2025Q2: 46,175 shares; 2025Q3: 45,884 shares; 2025Q4: 37,958 shares; 2026Q1: 36,210 shares; 2026Q2: 36,210 shares 36,210 $2.77M 0.34% 0 Timeline XLE 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: 36,952 shares; 2024Q4: 38,028 shares; 2025Q1: 33,991 shares; 2025Q2: 30,799 shares; 2025Q3: 30,446 shares; 2025Q4: 57,881 shares; 2026Q1: 53,000 shares; 2026Q2: 51,987 shares 51,987 $2.76M 0.34% -1,013 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: 97,736 shares; 2024Q4: 96,628 shares; 2025Q1: 89,143 shares; 2025Q2: 81,758 shares; 2025Q3: 81,078 shares; 2025Q4: 61,614 shares; 2026Q1: 50,637 shares; 2026Q2: 47,649 shares 47,649 $2.72M 0.33% -2,988 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: 58,127 shares; 2024Q4: 61,504 shares; 2025Q1: 61,390 shares; 2025Q2: 59,772 shares; 2025Q3: 59,753 shares; 2025Q4: 57,985 shares; 2026Q1: 51,173 shares; 2026Q2: 46,158 shares 46,158 $2.67M 0.32% -5,015 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; 2024Q3: 23,555 shares; 2024Q4: 22,459 shares; 2025Q1: 14,853 shares; 2025Q2: 15,018 shares; 2025Q3: 13,481 shares; 2025Q4: 12,405 shares; 2026Q1: 9,752 shares; 2026Q2: 8,134 shares 8,134 $2.38M 0.29% -1,618 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: 20,875 shares; 2024Q4: 19,279 shares; 2025Q1: 18,556 shares; 2025Q2: 18,603 shares; 2025Q3: 18,427 shares; 2025Q4: 17,323 shares; 2026Q1: 16,416 shares; 2026Q2: 15,925 shares 15,925 $2.34M 0.28% -491 Timeline SPMD 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: 11,845 shares; 2024Q4: 14,194 shares; 2025Q1: 16,297 shares; 2025Q2: 23,400 shares; 2025Q3: 30,111 shares; 2025Q4: 31,765 shares; 2026Q1: 33,515 shares; 2026Q2: 33,727 shares 33,727 $2.28M 0.28% +212 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $2.14M 0.26% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,848 shares; 2024Q4: 13,441 shares; 2025Q1: 13,309 shares; 2025Q2: 10,893 shares; 2025Q3: 11,102 shares; 2025Q4: 9,107 shares; 2026Q1: 8,087 shares; 2026Q2: 7,963 shares 7,963 $2.02M 0.25% -124 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: 2,985 shares; 2024Q4: 3,115 shares; 2025Q1: 2,845 shares; 2025Q2: 2,815 shares; 2025Q3: 2,740 shares; 2025Q4: 2,867 shares; 2026Q1: 2,720 shares; 2026Q2: 2,710 shares 2,710 $2M 0.24% -10 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,130 shares; 2025Q2: 46,437 shares; 2025Q3: 44,960 shares; 2025Q4: 39,060 shares; 2026Q1: 32,912 shares; 2026Q2: 36,258 shares 36,258 $1.86M 0.23% +3,346 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: 20,280 shares; 2024Q4: 20,280 shares; 2025Q1: 20,190 shares; 2025Q2: 20,190 shares; 2025Q3: 20,190 shares; 2025Q4: 19,000 shares; 2026Q1: 18,510 shares; 2026Q2: 18,133 shares 18,133 $1.74M 0.21% -377 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: 7,165 shares; 2024Q4: 8,665 shares; 2025Q1: 6,653 shares; 2025Q2: 6,730 shares; 2025Q3: 6,765 shares; 2025Q4: 5,113 shares; 2026Q1: 4,876 shares; 2026Q2: 4,842 shares 4,842 $1.73M 0.21% -34 Timeline XLU 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: 22,456 shares; 2024Q4: 22,303 shares; 2025Q1: 21,902 shares; 2025Q2: 21,117 shares; 2025Q3: 22,013 shares; 2025Q4: 41,787 shares; 2026Q1: 38,304 shares; 2026Q2: 37,524 shares 37,524 $1.7M 0.21% -780 Timeline XLRE 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: 22,282 shares; 2024Q4: 24,109 shares; 2025Q1: 27,084 shares; 2025Q2: 29,227 shares; 2025Q3: 33,455 shares; 2025Q4: 34,468 shares; 2026Q1: 35,994 shares; 2026Q2: 35,843 shares 35,843 $1.58M 0.19% -151 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: 9,480 shares; 2024Q4: 9,380 shares; 2025Q1: 8,305 shares; 2025Q2: 8,305 shares; 2025Q3: 8,298 shares; 2025Q4: 7,883 shares; 2026Q1: 7,650 shares; 2026Q2: 6,902 shares 6,902 $1.55M 0.19% -748 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: 10,362 shares; 2024Q4: 9,869 shares; 2025Q1: 9,769 shares; 2025Q2: 9,719 shares; 2025Q3: 9,759 shares; 2025Q4: 9,642 shares; 2026Q1: 7,966 shares; 2026Q2: 7,655 shares 7,655 $1.45M 0.18% -311 Timeline XLB 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: 11,691 shares; 2024Q4: 12,778 shares; 2025Q1: 13,276 shares; 2025Q2: 12,887 shares; 2025Q3: 13,817 shares; 2025Q4: 27,937 shares; 2026Q1: 28,013 shares; 2026Q2: 28,380 shares 28,380 $1.44M 0.18% +367 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,840 shares; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,649 shares; 2026Q1: 3,649 shares; 2026Q2: 3,640 shares 3,640 $1.36M 0.17% -9 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: 12,426 shares; 2024Q4: 12,426 shares; 2025Q1: 12,426 shares; 2025Q2: 12,426 shares; 2025Q3: 12,435 shares; 2025Q4: 11,087 shares; 2026Q1: 11,087 shares; 2026Q2: 11,104 shares 11,104 $1.31M 0.16% +17 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: 18,490 shares; 2024Q4: 18,182 shares; 2025Q1: 16,782 shares; 2025Q2: 15,505 shares; 2025Q3: 15,085 shares; 2025Q4: 11,725 shares; 2026Q1: 8,670 shares; 2026Q2: 8,816 shares 8,816 $1.29M 0.16% +146 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,146 shares; 2024Q4: 26,283 shares; 2025Q1: 24,722 shares; 2025Q2: 19,398 shares; 2025Q3: 19,125 shares; 2025Q4: 18,182 shares; 2026Q1: 3,390 shares; 2026Q2: 3,108 shares 3,108 $1.29M 0.16% -282 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: 2,609 shares; 2024Q4: 2,644 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,629 shares; 2025Q4: 1,429 shares; 2026Q1: 1,254 shares; 2026Q2: 1,154 shares 1,154 $1.23M 0.15% -100 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: 9,615 shares; 2024Q4: 9,615 shares; 2025Q1: 9,615 shares; 2025Q2: 9,615 shares; 2025Q3: 9,645 shares; 2025Q4: 4,545 shares; 2026Q1: 4,295 shares; 2026Q2: 4,295 shares 4,295 $1.1M 0.13% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,495 shares; 2025Q2: 4,480 shares; 2025Q3: 4,440 shares; 2025Q4: 4,370 shares; 2026Q1: 4,250 shares; 2026Q2: 4,270 shares 4,270 $1.08M 0.13% +20 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,278 shares; 2024Q4: 11,278 shares; 2025Q1: 11,278 shares; 2025Q2: 11,278 shares; 2025Q3: 12,053 shares; 2025Q4: 12,753 shares; 2026Q1: 12,753 shares; 2026Q2: 9,715 shares 9,715 $1.03M 0.13% -3,038 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: 893 shares; 2024Q4: 887 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 807 shares 807 $948K 0.12% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,782 shares; 2024Q4: 18,047 shares; 2025Q1: 15,737 shares; 2025Q2: 14,466 shares; 2025Q3: 14,290 shares; 2025Q4: 11,614 shares; 2026Q1: 9,359 shares; 2026Q2: 9,015 shares 9,015 $937K 0.11% -344 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: 10,594 shares; 2024Q4: 10,594 shares; 2025Q1: 10,309 shares; 2025Q2: 10,299 shares; 2025Q3: 10,299 shares; 2025Q4: 10,411 shares; 2026Q1: 10,261 shares; 2026Q2: 10,048 shares 10,048 $912K 0.11% -213 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: 15,818 shares; 2024Q4: 15,281 shares; 2025Q1: 13,302 shares; 2025Q2: 11,195 shares; 2025Q3: 10,884 shares; 2025Q4: 8,275 shares; 2026Q1: 8,125 shares; 2026Q2: 6,926 shares 6,926 $890K 0.11% -1,199 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: 10,707 shares; 2024Q4: 10,607 shares; 2025Q1: 10,563 shares; 2025Q2: 10,502 shares; 2025Q3: 10,487 shares; 2025Q4: 6,962 shares; 2026Q1: 6,162 shares; 2026Q2: 6,149 shares 6,149 $880K 0.11% -13 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: 2,056 shares; 2024Q4: 2,018 shares; 2025Q1: 1,912 shares; 2025Q2: 1,832 shares; 2025Q3: 1,697 shares; 2025Q4: 1,482 shares; 2026Q1: 1,022 shares; 2026Q2: 924 shares 924 $864K 0.11% -98 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,512 shares; 2025Q3: 3,500 shares; 2025Q4: 3,584 shares; 2026Q1: 3,584 shares; 2026Q2: 3,689 shares 3,689 $740K 0.09% +105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 4,219 shares; 2025Q1: 4,218 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,636 shares; 2026Q1: 4,626 shares; 2026Q2: 4,618 shares 4,618 $685K 0.08% -8 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 879 shares 879 $658K 0.08% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,111 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,139 shares 1,139 $585K 0.07% -8 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: 494 shares 494 $570K 0.07% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 10,203 shares; 2026Q1: 10,203 shares; 2026Q2: 10,226 shares 10,226 $551K 0.07% +23 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: 1,915 shares; 2024Q4: 1,816 shares; 2025Q1: 1,583 shares; 2025Q2: 1,424 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,087 shares; 2026Q2: 995 shares 995 $507K 0.06% -92 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: 37,304 shares; 2024Q4: 26,487 shares; 2025Q1: 23,983 shares; 2025Q2: 22,166 shares; 2025Q3: 22,312 shares; 2025Q4: 13,833 shares; 2026Q1: 11,889 shares; 2026Q2: 11,869 shares 11,869 $503K 0.06% -20 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $471K 0.06% 0 Timeline SPYG 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: 6,102 shares; 2024Q4: 5,722 shares; 2025Q1: 5,435 shares; 2025Q2: 5,082 shares; 2025Q3: 4,936 shares; 2025Q4: 4,490 shares; 2026Q1: 4,067 shares; 2026Q2: 3,881 shares 3,881 $462K 0.06% -186 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: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,481 shares; 2025Q2: 1,516 shares; 2025Q3: 1,481 shares; 2025Q4: 1,089 shares; 2026Q1: 1,308 shares; 2026Q2: 1,300 shares 1,300 $443K 0.05% -8 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,812 shares 2,812 $409K 0.05% -5 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: 1,905 shares; 2024Q4: 1,780 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,468 shares; 2026Q1: 1,443 shares; 2026Q2: 1,430 shares 1,430 $387K 0.05% -13 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: 4,602 shares; 2025Q1: 4,587 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 2,456 shares; 2026Q2: 2,456 shares 2,456 $377K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $371K 0.05% 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: 37,666 shares; 2025Q3: 41,103 shares; 2025Q4: 62,193 shares; 2026Q1: 93,547 shares; 2026Q2: 4,217 shares 4,217 $371K 0.05% -89,330 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,666 shares; 2025Q1: 3,217 shares; 2025Q2: 3,064 shares; 2025Q3: 3,064 shares; 2025Q4: 1,942 shares; 2026Q1: 1,692 shares; 2026Q2: 1,687 shares 1,687 $365K 0.04% -5 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: 4,813 shares; 2024Q4: 4,413 shares; 2025Q1: 4,413 shares; 2025Q2: 4,413 shares; 2025Q3: 4,433 shares; 2025Q4: 4,610 shares; 2026Q1: 4,470 shares; 2026Q2: 4,469 shares 4,469 $363K 0.04% -1 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: 10,459 shares; 2024Q4: 10,088 shares; 2025Q1: 9,519 shares; 2025Q2: 9,144 shares; 2025Q3: 9,144 shares; 2025Q4: 5,174 shares; 2026Q1: 4,374 shares; 2026Q2: 4,258 shares 4,258 $356K 0.04% -116 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: 10,949 shares; 2024Q4: 8,706 shares; 2025Q1: 8,381 shares; 2025Q2: 7,714 shares; 2025Q3: 7,459 shares; 2025Q4: 4,121 shares; 2026Q1: 3,446 shares; 2026Q2: 3,434 shares 3,434 $355K 0.04% -12 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,612 shares; 2024Q4: 47,962 shares; 2025Q1: 47,965 shares; 2025Q2: 41,215 shares; 2025Q3: 39,215 shares; 2025Q4: 36,715 shares; 2026Q1: 36,715 shares; 2026Q2: 36,714 shares 36,714 $339K 0.04% -1 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: 41,267 shares; 2024Q4: 36,897 shares; 2025Q1: 35,479 shares; 2025Q2: 34,419 shares; 2025Q3: 34,313 shares; 2025Q4: 23,101 shares; 2026Q1: 16,763 shares; 2026Q2: 16,204 shares 16,204 $335K 0.04% -559 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: 6,638 shares; 2024Q4: 5,830 shares; 2025Q1: 4,045 shares; 2025Q2: 3,297 shares; 2025Q3: 3,323 shares; 2025Q4: 2,925 shares; 2026Q1: 2,640 shares; 2026Q2: 2,034 shares 2,034 $333K 0.04% -606 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: 7,815 shares; 2024Q4: 5,416 shares; 2025Q1: 4,736 shares; 2025Q2: 3,535 shares; 2025Q3: 3,435 shares; 2025Q4: 3,395 shares; 2026Q1: 3,345 shares; 2026Q2: 3,335 shares 3,335 $321K 0.04% -10 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $314K 0.04% 0 Timeline SPYV 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: 8,180 shares; 2024Q4: 7,760 shares; 2025Q1: 7,353 shares; 2025Q2: 6,668 shares; 2025Q3: 6,462 shares; 2025Q4: 5,771 shares; 2026Q1: 5,464 shares; 2026Q2: 5,162 shares 5,162 $314K 0.04% -302 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: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,097 shares 2,097 $288K 0.04% +22 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $287K 0.03% 0 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: 46,106 shares; 2024Q4: 47,003 shares; 2025Q1: 46,507 shares; 2025Q2: 38,994 shares; 2025Q3: 37,182 shares; 2025Q4: 34,727 shares; 2026Q1: 32,928 shares; 2026Q2: 1,434 shares 1,434 $273K 0.03% -31,494 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,212 shares; 2025Q1: 1,880 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,290 shares; 2026Q1: 765 shares; 2026Q2: 525 shares 525 $267K 0.03% -240 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,268 shares; 2025Q3: 1,250 shares; 2025Q4: 702 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $253K 0.03% 0 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: 177,214 shares; 2024Q4: 156,097 shares; 2025Q1: 36,392 shares; 2025Q2: 29,410 shares; 2025Q3: 28,764 shares; 2025Q4: 16,444 shares; 2026Q1: 11,909 shares; 2026Q2: 10,405 shares 10,405 $251K 0.03% -1,504 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,872 shares; 2024Q4: 56,700 shares; 2025Q1: 58,218 shares; 2025Q2: 56,055 shares; 2025Q3: 51,278 shares; 2025Q4: 1,555 shares; 2026Q1: 1,417 shares; 2026Q2: 1,121 shares 1,121 $234K 0.03% -296 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,383 shares; 2025Q4: 3,083 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $228K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $224K 0.03% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $218K 0.03% 0 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; 2024Q3: 5,463 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,140 shares 5,140 $212K 0.03% 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: 12,510 shares; 2024Q4: 10,528 shares; 2025Q1: 10,209 shares; 2025Q2: 5,989 shares; 2025Q3: 6,889 shares; 2025Q4: 4,089 shares; 2026Q1: 3,889 shares; 2026Q2: 3,620 shares 3,620 $209K 0.03% -269 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: 1,164 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,181 shares; 2026Q1: 1,172 shares; 2026Q2: 1,168 shares 1,168 $205K 0.02% -4 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,150 shares; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 13,150 shares; 2025Q3: 13,150 shares; 2025Q4: 13,150 shares; 2026Q1: 13,150 shares; 2026Q2: 13,150 shares 13,150 $17.8K <0.01% 0 Timeline