AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,033 shares; 2024Q4: 232,223 shares; 2025Q1: 217,882 shares; 2025Q2: 216,279 shares; 2025Q3: 209,300 shares; 2025Q4: 200,245 shares; 2026Q1: 197,131 shares; 2026Q2: 185,609 shares 185,609 $53.7M 4.96% -11,522 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: 142,646 shares; 2024Q4: 142,234 shares; 2025Q1: 137,128 shares; 2025Q2: 135,234 shares; 2025Q3: 132,104 shares; 2025Q4: 128,188 shares; 2026Q1: 129,181 shares; 2026Q2: 129,122 shares 129,122 $48.2M 4.45% -59 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: 369,840 shares; 2024Q4: 368,501 shares; 2025Q1: 365,257 shares; 2025Q2: 364,793 shares; 2025Q3: 362,837 shares; 2025Q4: 356,997 shares; 2026Q1: 355,443 shares; 2026Q2: 345,913 shares 345,913 $40.6M 3.75% -9,530 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: 65,253 shares; 2024Q4: 66,685 shares; 2025Q1: 68,541 shares; 2025Q2: 74,929 shares; 2025Q3: 82,824 shares; 2025Q4: 80,053 shares; 2026Q1: 79,645 shares; 2026Q2: 79,856 shares 79,856 $33.2M 3.06% +211 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: 40,887 shares; 2024Q4: 40,664 shares; 2025Q1: 40,105 shares; 2025Q2: 39,445 shares; 2025Q3: 39,019 shares; 2025Q4: 38,902 shares; 2026Q1: 38,848 shares; 2026Q2: 38,343 shares 38,343 $28.6M 2.64% -505 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: 103,455 shares; 2024Q4: 103,138 shares; 2025Q1: 103,038 shares; 2025Q2: 101,709 shares; 2025Q3: 101,653 shares; 2025Q4: 100,077 shares; 2026Q1: 99,699 shares; 2026Q2: 98,850 shares 98,850 $27.8M 2.57% -849 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: 71,948 shares; 2024Q4: 73,210 shares; 2025Q1: 73,491 shares; 2025Q2: 74,091 shares; 2025Q3: 74,841 shares; 2025Q4: 73,946 shares; 2026Q1: 73,622 shares; 2026Q2: 72,776 shares 72,776 $26.4M 2.43% -846 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: 104,826 shares; 2024Q4: 105,011 shares; 2025Q1: 105,875 shares; 2025Q2: 105,797 shares; 2025Q3: 105,441 shares; 2025Q4: 103,211 shares; 2026Q1: 102,949 shares; 2026Q2: 100,872 shares 100,872 $25.6M 2.36% -2,077 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: 189,520 shares; 2024Q4: 187,473 shares; 2025Q1: 185,738 shares; 2025Q2: 184,538 shares; 2025Q3: 178,848 shares; 2025Q4: 174,816 shares; 2026Q1: 174,596 shares; 2026Q2: 173,929 shares 173,929 $25.5M 2.35% -667 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: 81,231 shares; 2024Q4: 80,923 shares; 2025Q1: 80,883 shares; 2025Q2: 79,278 shares; 2025Q3: 78,439 shares; 2025Q4: 75,437 shares; 2026Q1: 75,497 shares; 2026Q2: 75,182 shares 75,182 $24.6M 2.27% -315 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: 70,302 shares; 2024Q4: 69,650 shares; 2025Q1: 69,174 shares; 2025Q2: 68,284 shares; 2025Q3: 68,059 shares; 2025Q4: 68,165 shares; 2026Q1: 68,188 shares; 2026Q2: 68,745 shares 68,745 $24.2M 2.24% +557 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: 38,539 shares; 2024Q4: 38,347 shares; 2025Q1: 38,162 shares; 2025Q2: 38,027 shares; 2025Q3: 37,945 shares; 2025Q4: 37,084 shares; 2026Q1: 36,843 shares; 2026Q2: 36,633 shares 36,633 $23.2M 2.15% -210 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: 76,764 shares; 2024Q4: 76,252 shares; 2025Q1: 76,290 shares; 2025Q2: 77,369 shares; 2025Q3: 77,447 shares; 2025Q4: 76,854 shares; 2026Q1: 76,609 shares; 2026Q2: 77,662 shares 77,662 $21.6M 2% +1,053 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: 149,327 shares; 2024Q4: 150,988 shares; 2025Q1: 150,168 shares; 2025Q2: 153,329 shares; 2025Q3: 155,271 shares; 2025Q4: 151,804 shares; 2026Q1: 150,966 shares; 2026Q2: 151,730 shares 151,730 $19.8M 1.83% +764 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: 58,005 shares; 2024Q4: 59,591 shares; 2025Q1: 65,734 shares; 2025Q2: 68,782 shares; 2025Q3: 72,294 shares; 2025Q4: 68,858 shares; 2026Q1: 66,439 shares; 2026Q2: 66,123 shares 66,123 $19.7M 1.82% -316 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: 235,501 shares; 2024Q4: 238,587 shares; 2025Q1: 216,197 shares; 2025Q2: 214,363 shares; 2025Q3: 214,759 shares; 2025Q4: 203,979 shares; 2026Q1: 205,870 shares; 2026Q2: 205,689 shares 205,689 $18.7M 1.72% -181 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,999 shares; 2024Q4: 87,649 shares; 2025Q1: 87,649 shares; 2025Q2: 86,699 shares; 2025Q3: 86,079 shares; 2025Q4: 84,756 shares; 2026Q1: 84,181 shares; 2026Q2: 82,638 shares 82,638 $17.1M 1.58% -1,543 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: 19,070 shares; 2024Q4: 19,058 shares; 2025Q1: 18,338 shares; 2025Q2: 18,323 shares; 2025Q3: 18,889 shares; 2025Q4: 14,727 shares; 2026Q1: 14,418 shares; 2026Q2: 14,193 shares 14,193 $17M 1.57% -225 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: 118,357 shares; 2024Q4: 118,046 shares; 2025Q1: 117,261 shares; 2025Q2: 117,166 shares; 2025Q3: 116,865 shares; 2025Q4: 109,785 shares; 2026Q1: 110,159 shares; 2026Q2: 111,203 shares 111,203 $16.3M 1.51% +1,044 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: 89,968 shares; 2024Q4: 88,753 shares; 2025Q1: 66,623 shares; 2025Q2: 65,311 shares; 2025Q3: 65,092 shares; 2025Q4: 63,643 shares; 2026Q1: 63,609 shares; 2026Q2: 62,276 shares 62,276 $15.7M 1.45% -1,333 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: 95,388 shares; 2024Q4: 97,091 shares; 2025Q1: 95,801 shares; 2025Q2: 95,421 shares; 2025Q3: 95,479 shares; 2025Q4: 94,785 shares; 2026Q1: 94,441 shares; 2026Q2: 93,931 shares 93,931 $15.6M 1.44% -510 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: 98,138 shares; 2024Q4: 98,761 shares; 2025Q1: 101,760 shares; 2025Q2: 104,762 shares; 2025Q3: 109,491 shares; 2025Q4: 114,493 shares; 2026Q1: 113,778 shares; 2026Q2: 114,269 shares 114,269 $15.5M 1.43% +491 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,929 shares; 2024Q4: 43,467 shares; 2025Q1: 43,955 shares; 2025Q2: 44,660 shares; 2025Q3: 44,546 shares; 2025Q4: 43,446 shares; 2026Q1: 43,240 shares; 2026Q2: 43,126 shares 43,126 $15.3M 1.41% -114 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: 107,018 shares; 2024Q4: 106,438 shares; 2025Q1: 105,607 shares; 2025Q2: 103,232 shares; 2025Q3: 102,717 shares; 2025Q4: 102,517 shares; 2026Q1: 102,601 shares; 2026Q2: 100,776 shares 100,776 $15.3M 1.41% -1,825 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: 45,662 shares; 2024Q4: 45,231 shares; 2025Q1: 45,270 shares; 2025Q2: 44,996 shares; 2025Q3: 44,996 shares; 2025Q4: 43,588 shares; 2026Q1: 43,496 shares; 2026Q2: 44,093 shares 44,093 $15.1M 1.4% +597 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: 276,180 shares; 2024Q4: 274,095 shares; 2025Q1: 275,485 shares; 2025Q2: 274,435 shares; 2025Q3: 281,006 shares; 2025Q4: 262,516 shares; 2026Q1: 249,472 shares; 2026Q2: 248,570 shares 248,570 $15M 1.39% -902 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: 62,641 shares; 2024Q4: 62,274 shares; 2025Q1: 62,019 shares; 2025Q2: 61,349 shares; 2025Q3: 61,186 shares; 2025Q4: 61,987 shares; 2026Q1: 63,213 shares; 2026Q2: 64,780 shares 64,780 $14.5M 1.34% +1,567 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,770 shares; 2024Q4: 47,823 shares; 2025Q1: 50,754 shares; 2025Q2: 50,935 shares; 2025Q3: 50,689 shares; 2025Q4: 49,937 shares; 2026Q1: 49,546 shares; 2026Q2: 49,170 shares 49,170 $14.3M 1.32% -376 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: 52,155 shares; 2024Q4: 52,013 shares; 2025Q1: 52,041 shares; 2025Q2: 51,952 shares; 2025Q3: 52,081 shares; 2025Q4: 51,454 shares; 2026Q1: 51,408 shares; 2026Q2: 52,377 shares 52,377 $14.2M 1.31% +969 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: 98,629 shares; 2024Q4: 97,397 shares; 2025Q1: 96,557 shares; 2025Q2: 96,147 shares; 2025Q3: 95,193 shares; 2025Q4: 92,537 shares; 2026Q1: 87,673 shares; 2026Q2: 87,241 shares 87,241 $14.1M 1.3% -432 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: 153,781 shares; 2024Q4: 115,587 shares; 2025Q1: 108,421 shares; 2025Q2: 106,345 shares; 2025Q3: 105,029 shares; 2025Q4: 101,079 shares; 2026Q1: 100,161 shares; 2026Q2: 92,171 shares 92,171 $12.9M 1.19% -7,990 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: 70,801 shares; 2024Q4: 70,627 shares; 2025Q1: 69,271 shares; 2025Q2: 69,221 shares; 2025Q3: 69,034 shares; 2025Q4: 67,462 shares; 2026Q1: 67,359 shares; 2026Q2: 67,285 shares 67,285 $12.8M 1.18% -74 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: 12,934 shares; 2025Q1: 12,933 shares; 2025Q2: 12,954 shares; 2025Q3: 12,837 shares; 2025Q4: 12,495 shares; 2026Q1: 12,330 shares; 2026Q2: 12,360 shares 12,360 $11.9M 1.1% +30 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,313 shares; 2024Q4: 38,206 shares; 2025Q1: 37,816 shares; 2025Q2: 37,546 shares; 2025Q3: 37,534 shares; 2025Q4: 37,529 shares; 2026Q1: 37,498 shares; 2026Q2: 37,308 shares 37,308 $11.7M 1.08% -190 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: 121,074 shares; 2024Q4: 121,509 shares; 2025Q1: 121,539 shares; 2025Q2: 121,559 shares; 2025Q3: 119,031 shares; 2025Q4: 117,993 shares; 2026Q1: 110,682 shares; 2026Q2: 119,278 shares 119,278 $10.9M 1.01% +8,596 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: 2,925 shares; 2024Q4: 3,400 shares; 2025Q1: 3,565 shares; 2025Q2: 3,610 shares; 2025Q3: 3,536 shares; 2025Q4: 3,524 shares; 2026Q1: 3,515 shares; 2026Q2: 34,980 shares 34,980 $10.6M 0.97% +31,465 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: 34,180 shares; 2024Q4: 34,089 shares; 2025Q1: 33,578 shares; 2025Q2: 33,323 shares; 2025Q3: 32,991 shares; 2025Q4: 33,015 shares; 2026Q1: 32,974 shares; 2026Q2: 32,954 shares 32,954 $9.9M 0.91% -20 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: 26,725 shares; 2024Q4: 26,988 shares; 2025Q1: 26,458 shares; 2025Q2: 26,183 shares; 2025Q3: 26,151 shares; 2025Q4: 29,292 shares; 2026Q1: 29,237 shares; 2026Q2: 28,634 shares 28,634 $9.45M 0.87% -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: 9,480 shares; 2024Q4: 9,382 shares; 2025Q1: 9,347 shares; 2025Q2: 9,007 shares; 2025Q3: 8,673 shares; 2025Q4: 8,583 shares; 2026Q1: 8,558 shares; 2026Q2: 8,465 shares 8,465 $9.01M 0.83% -93 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: 172,756 shares; 2024Q4: 172,276 shares; 2025Q1: 171,517 shares; 2025Q2: 168,811 shares; 2025Q3: 168,210 shares; 2025Q4: 146,718 shares; 2026Q1: 145,473 shares; 2026Q2: 140,626 shares 140,626 $8.78M 0.81% -4,847 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: 59,601 shares; 2024Q4: 59,908 shares; 2025Q1: 59,604 shares; 2025Q2: 59,052 shares; 2025Q3: 59,179 shares; 2025Q4: 58,440 shares; 2026Q1: 58,177 shares; 2026Q2: 63,221 shares 63,221 $8.64M 0.8% +5,044 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: 14,425 shares; 2024Q4: 29,804 shares; 2025Q1: 31,089 shares; 2025Q2: 34,099 shares; 2025Q3: 55,309 shares; 2025Q4: 47,697 shares; 2026Q1: 47,662 shares; 2026Q2: 48,661 shares 48,661 $8.54M 0.79% +999 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,074 shares; 2024Q4: 76,434 shares; 2025Q1: 76,041 shares; 2025Q2: 75,246 shares; 2025Q3: 72,792 shares; 2025Q4: 69,654 shares; 2026Q1: 68,969 shares; 2026Q2: 68,296 shares 68,296 $8.01M 0.74% -673 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: 88,064 shares; 2024Q4: 87,614 shares; 2025Q1: 86,721 shares; 2025Q2: 85,664 shares; 2025Q3: 85,619 shares; 2025Q4: 85,354 shares; 2026Q1: 85,114 shares; 2026Q2: 84,599 shares 84,599 $7.59M 0.7% -515 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: 11,572 shares; 2024Q4: 11,536 shares; 2025Q1: 10,510 shares; 2025Q2: 10,443 shares; 2025Q3: 10,443 shares; 2025Q4: 10,451 shares; 2026Q1: 10,451 shares; 2026Q2: 10,406 shares 10,406 $7.32M 0.68% -45 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: 8,127 shares; 2024Q4: 8,078 shares; 2025Q1: 8,189 shares; 2025Q2: 8,785 shares; 2025Q3: 9,658 shares; 2025Q4: 9,584 shares; 2026Q1: 9,884 shares; 2026Q2: 10,612 shares 10,612 $7.29M 0.67% +728 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: 38,400 shares; 2024Q4: 38,400 shares; 2025Q1: 38,474 shares; 2025Q2: 38,299 shares; 2025Q3: 38,307 shares; 2025Q4: 38,504 shares; 2026Q1: 38,509 shares; 2026Q2: 38,419 shares 38,419 $6.77M 0.63% -90 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,246 shares; 2024Q4: 87,588 shares; 2025Q1: 87,588 shares; 2025Q2: 84,463 shares; 2025Q3: 84,468 shares; 2025Q4: 82,590 shares; 2026Q1: 82,377 shares; 2026Q2: 82,432 shares 82,432 $6.62M 0.61% +55 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: 42,735 shares; 2024Q4: 42,722 shares; 2025Q1: 43,702 shares; 2025Q2: 44,147 shares; 2025Q3: 47,548 shares; 2025Q4: 37,066 shares; 2026Q1: 37,641 shares; 2026Q2: 39,775 shares 39,775 $6.51M 0.6% +2,134 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,092 shares; 2024Q4: 34,989 shares; 2025Q1: 35,634 shares; 2025Q2: 37,952 shares; 2025Q3: 47,774 shares; 2025Q4: 45,817 shares; 2026Q1: 46,013 shares; 2026Q2: 51,758 shares 51,758 $6.44M 0.59% +5,745 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: 61,372 shares; 2024Q4: 61,212 shares; 2025Q1: 58,997 shares; 2025Q2: 58,662 shares; 2025Q3: 58,006 shares; 2025Q4: 57,931 shares; 2026Q1: 57,339 shares; 2026Q2: 56,724 shares 56,724 $6.42M 0.59% -615 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,590 shares; 2024Q4: 47,555 shares; 2025Q1: 47,820 shares; 2025Q2: 49,840 shares; 2025Q3: 51,576 shares; 2025Q4: 41,308 shares; 2026Q1: 41,443 shares; 2026Q2: 42,092 shares 42,092 $6.37M 0.59% +649 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: 61,850 shares; 2024Q4: 64,948 shares; 2025Q1: 69,043 shares; 2025Q2: 71,945 shares; 2025Q3: 75,484 shares; 2025Q4: 78,328 shares; 2026Q1: 80,188 shares; 2026Q2: 82,122 shares 82,122 $6.33M 0.58% +1,934 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,017 shares; 2024Q4: 187,260 shares; 2025Q1: 189,180 shares; 2025Q2: 189,705 shares; 2025Q3: 189,454 shares; 2025Q4: 189,688 shares; 2026Q1: 190,100 shares; 2026Q2: 192,948 shares 192,948 $6.1M 0.56% +2,848 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: 32,451 shares; 2024Q4: 33,063 shares; 2025Q1: 34,922 shares; 2025Q2: 36,583 shares; 2025Q3: 38,188 shares; 2025Q4: 39,889 shares; 2026Q1: 40,511 shares; 2026Q2: 41,102 shares 41,102 $6.1M 0.56% +591 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: 10,553 shares; 2024Q4: 11,230 shares; 2025Q1: 12,217 shares; 2025Q2: 12,860 shares; 2025Q3: 13,118 shares; 2025Q4: 13,217 shares; 2026Q1: 15,132 shares; 2026Q2: 15,197 shares 15,197 $5.43M 0.5% +65 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: 25,714 shares; 2024Q4: 25,339 shares; 2025Q1: 25,688 shares; 2025Q2: 25,858 shares; 2025Q3: 25,867 shares; 2025Q4: 25,807 shares; 2026Q1: 26,056 shares; 2026Q2: 25,157 shares 25,157 $5.26M 0.49% -899 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,785 shares; 2024Q4: 45,159 shares; 2025Q1: 45,497 shares; 2025Q2: 41,891 shares; 2025Q3: 49,430 shares; 2025Q4: 51,144 shares; 2026Q1: 52,014 shares; 2026Q2: 54,040 shares 54,040 $5.22M 0.48% +2,026 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: 56,671 shares; 2024Q4: 55,946 shares; 2025Q1: 55,946 shares; 2025Q2: 111,782 shares; 2025Q3: 108,936 shares; 2025Q4: 108,836 shares; 2026Q1: 108,773 shares; 2026Q2: 107,368 shares 107,368 $5.16M 0.48% -1,405 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: 35,246 shares; 2024Q4: 35,159 shares; 2025Q1: 33,811 shares; 2025Q2: 32,566 shares; 2025Q3: 32,481 shares; 2025Q4: 32,266 shares; 2026Q1: 32,216 shares; 2026Q2: 32,677 shares 32,677 $4.68M 0.43% +461 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: 27,314 shares; 2024Q4: 32,971 shares; 2025Q1: 33,356 shares; 2025Q2: 34,186 shares; 2025Q3: 34,123 shares; 2025Q4: 35,284 shares; 2026Q1: 35,199 shares; 2026Q2: 35,395 shares 35,395 $4.55M 0.42% +196 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,335 shares; 2024Q4: 20,235 shares; 2025Q1: 20,231 shares; 2025Q2: 19,601 shares; 2025Q3: 19,607 shares; 2025Q4: 19,482 shares; 2026Q1: 19,447 shares; 2026Q2: 19,447 shares 19,447 $4.14M 0.38% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,122 shares; 2024Q4: 55,008 shares; 2025Q1: 54,872 shares; 2025Q2: 54,858 shares; 2025Q3: 54,708 shares; 2025Q4: 54,453 shares; 2026Q1: 54,441 shares; 2026Q2: 54,741 shares 54,741 $4.14M 0.38% +300 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: 56,340 shares; 2024Q4: 56,046 shares; 2025Q1: 59,081 shares; 2025Q2: 61,515 shares; 2025Q3: 61,473 shares; 2025Q4: 56,838 shares; 2026Q1: 50,629 shares; 2026Q2: 52,744 shares 52,744 $4.13M 0.38% +2,115 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: 15,478 shares; 2024Q4: 15,378 shares; 2025Q1: 14,925 shares; 2025Q2: 14,925 shares; 2025Q3: 14,380 shares; 2025Q4: 11,091 shares; 2026Q1: 11,094 shares; 2026Q2: 11,094 shares 11,094 $4.11M 0.38% 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: 45,394 shares; 2024Q4: 45,394 shares; 2025Q1: 45,467 shares; 2025Q2: 43,817 shares; 2025Q3: 43,828 shares; 2025Q4: 41,907 shares; 2026Q1: 41,907 shares; 2026Q2: 42,092 shares 42,092 $4.03M 0.37% +185 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: 22,142 shares; 2024Q4: 26,666 shares; 2025Q1: 29,201 shares; 2025Q2: 30,909 shares; 2025Q3: 37,316 shares; 2025Q4: 41,537 shares; 2026Q1: 41,724 shares; 2026Q2: 45,805 shares 45,805 $4.02M 0.37% +4,081 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,609 shares; 2024Q4: 56,349 shares; 2025Q1: 56,349 shares; 2025Q2: 55,549 shares; 2025Q3: 55,549 shares; 2025Q4: 55,524 shares; 2026Q1: 55,524 shares; 2026Q2: 55,284 shares 55,284 $3.91M 0.36% -240 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: 20,059 shares; 2024Q4: 20,124 shares; 2025Q1: 20,306 shares; 2025Q2: 20,381 shares; 2025Q3: 20,450 shares; 2025Q4: 20,496 shares; 2026Q1: 20,517 shares; 2026Q2: 20,402 shares 20,402 $3.89M 0.36% -115 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: 37,772 shares; 2024Q4: 37,527 shares; 2025Q1: 37,527 shares; 2025Q2: 36,837 shares; 2025Q3: 36,781 shares; 2025Q4: 36,882 shares; 2026Q1: 36,882 shares; 2026Q2: 36,882 shares 36,882 $3.83M 0.35% 0 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: 8,346 shares; 2024Q4: 9,885 shares; 2025Q1: 10,186 shares; 2025Q2: 10,111 shares; 2025Q3: 10,142 shares; 2025Q4: 10,359 shares; 2026Q1: 10,359 shares; 2026Q2: 10,344 shares 10,344 $3.65M 0.34% -15 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,505 shares; 2024Q4: 9,780 shares; 2025Q1: 9,845 shares; 2025Q2: 9,935 shares; 2025Q3: 10,473 shares; 2025Q4: 10,978 shares; 2026Q1: 10,968 shares; 2026Q2: 10,963 shares 10,963 $3.43M 0.32% -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: 41,202 shares; 2024Q4: 43,573 shares; 2025Q1: 42,473 shares; 2025Q2: 41,468 shares; 2025Q3: 41,505 shares; 2025Q4: 40,932 shares; 2026Q1: 40,932 shares; 2026Q2: 40,749 shares 40,749 $3.31M 0.31% -183 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,363 shares; 2024Q4: 14,621 shares; 2025Q1: 15,047 shares; 2025Q2: 14,602 shares; 2025Q3: 14,893 shares; 2025Q4: 15,037 shares; 2026Q1: 15,111 shares; 2026Q2: 15,581 shares 15,581 $3.12M 0.29% +470 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: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,000 shares; 2025Q2: 5,885 shares; 2025Q3: 5,700 shares; 2025Q4: 5,375 shares; 2026Q1: 5,255 shares; 2026Q2: 20,716 shares 20,716 $2.57M 0.24% +15,461 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: 16,624 shares; 2024Q4: 16,624 shares; 2025Q1: 16,624 shares; 2025Q2: 16,449 shares; 2025Q3: 16,459 shares; 2025Q4: 16,409 shares; 2026Q1: 16,409 shares; 2026Q2: 15,639 shares 15,639 $2.45M 0.23% -770 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: 29,800 shares; 2024Q4: 29,650 shares; 2025Q1: 28,400 shares; 2025Q2: 27,945 shares; 2025Q3: 27,599 shares; 2025Q4: 23,795 shares; 2026Q1: 22,279 shares; 2026Q2: 22,024 shares 22,024 $2.42M 0.22% -255 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,837 shares; 2024Q4: 67,837 shares; 2025Q1: 67,837 shares; 2025Q2: 67,837 shares; 2025Q3: 67,837 shares; 2025Q4: 50,340 shares; 2026Q1: 50,340 shares; 2026Q2: 50,340 shares 50,340 $2.22M 0.2% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,919 shares; 2024Q4: 25,004 shares; 2025Q1: 24,819 shares; 2025Q2: 24,319 shares; 2025Q3: 24,319 shares; 2025Q4: 18,606 shares; 2026Q1: 18,621 shares; 2026Q2: 18,601 shares 18,601 $2.19M 0.2% -20 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: 7,665 shares; 2024Q4: 7,527 shares; 2025Q1: 7,295 shares; 2025Q2: 6,915 shares; 2025Q3: 6,628 shares; 2025Q4: 6,494 shares; 2026Q1: 6,449 shares; 2026Q2: 6,359 shares 6,359 $2.15M 0.2% -90 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: 94,510 shares; 2024Q4: 95,180 shares; 2025Q1: 92,235 shares; 2025Q2: 89,595 shares; 2025Q3: 78,525 shares; 2025Q4: 65,378 shares; 2026Q1: 62,046 shares; 2026Q2: 59,557 shares 59,557 $2.07M 0.19% -2,489 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,244 shares; 2024Q4: 11,244 shares; 2025Q1: 11,244 shares; 2025Q2: 11,244 shares; 2025Q3: 11,244 shares; 2025Q4: 11,244 shares; 2026Q1: 11,244 shares; 2026Q2: 11,244 shares 11,244 $2.01M 0.19% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,642 shares; 2024Q4: 3,640 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,352 shares; 2025Q4: 3,422 shares; 2026Q1: 3,936 shares; 2026Q2: 3,996 shares 3,996 $2M 0.18% +60 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,560 shares; 2024Q4: 15,154 shares; 2025Q1: 15,154 shares; 2025Q2: 15,154 shares; 2025Q3: 15,160 shares; 2025Q4: 14,993 shares; 2026Q1: 14,993 shares; 2026Q2: 13,599 shares 13,599 $1.99M 0.18% -1,394 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: 5,199 shares; 2024Q4: 5,924 shares; 2025Q1: 6,084 shares; 2025Q2: 6,235 shares; 2025Q3: 6,257 shares; 2025Q4: 6,698 shares; 2026Q1: 6,735 shares; 2026Q2: 6,963 shares 6,963 $1.89M 0.17% +228 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: 87,345 shares; 2024Q4: 87,223 shares; 2025Q1: 84,799 shares; 2025Q2: 80,059 shares; 2025Q3: 79,714 shares; 2025Q4: 43,869 shares; 2026Q1: 43,849 shares; 2026Q2: 43,780 shares 43,780 $1.85M 0.17% -69 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,729 shares; 2024Q4: 35,829 shares; 2025Q1: 37,249 shares; 2025Q2: 37,249 shares; 2025Q3: 38,149 shares; 2025Q4: 37,964 shares; 2026Q1: 37,943 shares; 2026Q2: 36,268 shares 36,268 $1.83M 0.17% -1,675 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: 23,512 shares; 2024Q4: 23,512 shares; 2025Q1: 23,512 shares; 2025Q2: 23,012 shares; 2025Q3: 23,020 shares; 2025Q4: 22,820 shares; 2026Q1: 22,864 shares; 2026Q2: 22,864 shares 22,864 $1.75M 0.16% 0 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: 4,272 shares; 2024Q4: 4,271 shares; 2025Q1: 4,612 shares; 2025Q2: 4,592 shares; 2025Q3: 4,675 shares; 2025Q4: 5,032 shares; 2026Q1: 6,939 shares; 2026Q2: 7,006 shares 7,006 $1.67M 0.15% +67 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: 7,398 shares 7,398 $1.66M 0.15% 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: 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: 1,280 shares 1,280 $1.64M 0.15% -20 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 7,392 shares 7,392 $1.63M 0.15% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,259 shares; 2025Q1: 3,259 shares; 2025Q2: 3,259 shares; 2025Q3: 3,263 shares; 2025Q4: 3,278 shares; 2026Q1: 3,133 shares; 2026Q2: 3,133 shares 3,133 $1.63M 0.15% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 5,336 shares; 2026Q2: 4,271 shares 4,271 $1.6M 0.15% -1,065 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: 27,976 shares; 2024Q4: 26,197 shares; 2025Q1: 23,147 shares; 2025Q2: 22,707 shares; 2025Q3: 20,522 shares; 2025Q4: 18,978 shares; 2026Q1: 18,403 shares; 2026Q2: 18,028 shares 18,028 $1.51M 0.14% -375 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: 10,828 shares; 2024Q4: 10,700 shares; 2025Q1: 10,940 shares; 2025Q2: 11,103 shares; 2025Q3: 14,185 shares; 2025Q4: 14,908 shares; 2026Q1: 15,701 shares; 2026Q2: 17,604 shares 17,604 $1.46M 0.13% +1,903 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,488 shares; 2026Q2: 1,488 shares 1,488 $1.46M 0.13% 0 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: 7,213 shares; 2024Q4: 7,213 shares; 2025Q1: 7,246 shares; 2025Q2: 6,696 shares; 2025Q3: 6,702 shares; 2025Q4: 6,627 shares; 2026Q1: 6,627 shares; 2026Q2: 6,595 shares 6,595 $1.45M 0.13% -32 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: 5,581 shares; 2024Q4: 5,581 shares; 2025Q1: 5,626 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,457 shares; 2026Q1: 5,457 shares; 2026Q2: 5,957 shares 5,957 $1.41M 0.13% +500 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: 156,671 shares; 2024Q4: 133,175 shares; 2025Q1: 133,175 shares; 2025Q2: 132,984 shares; 2025Q3: 72,448 shares; 2025Q4: 69,879 shares; 2026Q1: 68,235 shares; 2026Q2: 68,040 shares 68,040 $1.41M 0.13% -195 Timeline SDY 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: 9,815 shares; 2024Q4: 9,643 shares; 2025Q1: 9,643 shares; 2025Q2: 9,643 shares; 2025Q3: 9,643 shares; 2025Q4: 9,486 shares; 2026Q1: 9,418 shares; 2026Q2: 9,178 shares 9,178 $1.4M 0.13% -240 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: 21,190 shares; 2024Q4: 21,190 shares; 2025Q1: 21,718 shares; 2025Q2: 22,674 shares; 2025Q3: 16,482 shares; 2025Q4: 18,244 shares; 2026Q1: 19,097 shares; 2026Q2: 19,577 shares 19,577 $1.39M 0.13% +480 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: 16,313 shares; 2024Q4: 16,589 shares; 2025Q1: 16,589 shares; 2025Q2: 16,589 shares; 2025Q3: 16,642 shares; 2025Q4: 17,047 shares; 2026Q1: 16,962 shares; 2026Q2: 16,837 shares 16,837 $1.39M 0.13% -125 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: 13,234 shares; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 13,150 shares; 2025Q3: 13,150 shares; 2025Q4: 26,300 shares; 2026Q1: 26,370 shares; 2026Q2: 26,120 shares 26,120 $1.39M 0.13% -250 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: 30,619 shares; 2024Q4: 30,737 shares; 2025Q1: 31,113 shares; 2025Q2: 31,512 shares; 2025Q3: 32,071 shares; 2025Q4: 32,956 shares; 2026Q1: 33,211 shares; 2026Q2: 33,037 shares 33,037 $1.36M 0.13% -174 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,008 shares; 2025Q4: 5,061 shares; 2026Q1: 5,061 shares; 2026Q2: 5,061 shares 5,061 $1.33M 0.12% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,342 shares; 2024Q4: 14,342 shares; 2025Q1: 14,342 shares; 2025Q2: 13,617 shares; 2025Q3: 13,578 shares; 2025Q4: 13,578 shares; 2026Q1: 13,580 shares; 2026Q2: 13,377 shares 13,377 $1.32M 0.12% -203 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,542 shares; 2024Q4: 13,200 shares; 2025Q1: 12,604 shares; 2025Q2: 12,704 shares; 2025Q3: 12,514 shares; 2025Q4: 12,649 shares; 2026Q1: 12,571 shares; 2026Q2: 12,571 shares 12,571 $1.31M 0.12% 0 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: 19,878 shares; 2024Q4: 19,978 shares; 2025Q1: 19,968 shares; 2025Q2: 20,539 shares; 2025Q3: 20,539 shares; 2025Q4: 20,539 shares; 2026Q1: 20,693 shares; 2026Q2: 20,693 shares 20,693 $1.24M 0.11% 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: 2,680 shares; 2024Q4: 2,798 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 3,009 shares; 2025Q4: 3,216 shares; 2026Q1: 3,264 shares; 2026Q2: 3,248 shares 3,248 $1.23M 0.11% -16 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 2,245 shares; 2025Q1: 2,345 shares; 2025Q2: 2,755 shares; 2025Q3: 3,255 shares; 2025Q4: 5,870 shares; 2026Q1: 5,050 shares; 2026Q2: 5,235 shares 5,235 $1.2M 0.11% +185 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,034 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,619 shares 2,619 $1.2M 0.11% -115 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: 1,166 shares; 2025Q4: 1,016 shares; 2026Q1: 1,026 shares; 2026Q2: 1,019 shares 1,019 $1.18M 0.11% -7 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,790 shares; 2024Q4: 31,790 shares; 2025Q1: 31,790 shares; 2025Q2: 30,790 shares; 2025Q3: 30,790 shares; 2025Q4: 21,160 shares; 2026Q1: 21,160 shares; 2026Q2: 20,885 shares 20,885 $1.15M 0.11% -275 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: 15,743 shares; 2024Q4: 15,751 shares; 2025Q1: 15,651 shares; 2025Q2: 14,732 shares; 2025Q3: 14,326 shares; 2025Q4: 10,849 shares; 2026Q1: 10,803 shares; 2026Q2: 10,303 shares 10,303 $1.11M 0.1% -500 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: 13,571 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,286 shares; 2025Q4: 15,256 shares; 2026Q1: 13,784 shares; 2026Q2: 14,784 shares 14,784 $1.1M 0.1% +1,000 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,813 shares; 2024Q4: 33,082 shares; 2025Q1: 33,082 shares; 2025Q2: 33,082 shares; 2025Q3: 33,093 shares; 2025Q4: 33,082 shares; 2026Q1: 33,082 shares; 2026Q2: 33,082 shares 33,082 $1.08M 0.1% 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: 50,235 shares; 2024Q4: 50,313 shares; 2025Q1: 47,986 shares; 2025Q2: 43,786 shares; 2025Q3: 43,266 shares; 2025Q4: 41,961 shares; 2026Q1: 40,835 shares; 2026Q2: 44,085 shares 44,085 $1.06M 0.1% +3,250 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: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,907 shares; 2025Q4: 3,928 shares; 2026Q1: 3,928 shares; 2026Q2: 3,905 shares 3,905 $1.06M 0.1% -23 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 6,035 shares; 2025Q3: 6,235 shares; 2025Q4: 6,210 shares; 2026Q1: 6,210 shares; 2026Q2: 6,210 shares 6,210 $1.05M 0.1% 0 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: 6,938 shares; 2024Q4: 7,488 shares; 2025Q1: 8,169 shares; 2025Q2: 8,169 shares; 2025Q3: 8,330 shares; 2025Q4: 9,500 shares; 2026Q1: 9,892 shares; 2026Q2: 10,937 shares 10,937 $1.05M 0.1% +1,045 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: 26,735 shares; 2024Q4: 26,660 shares; 2025Q1: 11,269 shares; 2025Q2: 11,229 shares; 2025Q3: 11,249 shares; 2025Q4: 11,249 shares; 2026Q1: 11,277 shares; 2026Q2: 11,277 shares 11,277 $1.04M 0.1% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,717 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 13,242 shares; 2025Q3: 13,217 shares; 2025Q4: 13,192 shares; 2026Q1: 13,192 shares; 2026Q2: 13,192 shares 13,192 $1.01M 0.09% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,637 shares; 2024Q4: 16,192 shares; 2025Q1: 11,030 shares; 2025Q2: 11,032 shares; 2025Q3: 11,034 shares; 2025Q4: 11,261 shares; 2026Q1: 11,262 shares; 2026Q2: 11,264 shares 11,264 $963K 0.09% +2 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,032 shares; 2024Q4: 8,031 shares; 2025Q1: 7,860 shares; 2025Q2: 7,689 shares; 2025Q3: 7,684 shares; 2025Q4: 7,684 shares; 2026Q1: 7,684 shares; 2026Q2: 7,684 shares 7,684 $956K 0.09% 0 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: 20,035 shares; 2024Q4: 20,315 shares; 2025Q1: 20,185 shares; 2025Q2: 17,585 shares; 2025Q3: 16,846 shares; 2025Q4: 15,815 shares; 2026Q1: 15,679 shares; 2026Q2: 16,490 shares 16,490 $950K 0.09% +811 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,704 shares; 2026Q1: 2,607 shares; 2026Q2: 2,574 shares 2,574 $942K 0.09% -33 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,137 shares; 2024Q4: 8,970 shares; 2025Q1: 8,470 shares; 2025Q2: 8,475 shares; 2025Q3: 8,470 shares; 2025Q4: 8,106 shares; 2026Q1: 8,106 shares; 2026Q2: 8,106 shares 8,106 $887K 0.08% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,778 shares; 2024Q4: 5,778 shares; 2025Q1: 5,218 shares; 2025Q2: 4,893 shares; 2025Q3: 4,887 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares; 2026Q2: 4,812 shares 4,812 $837K 0.08% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,470 shares 5,470 $826K 0.08% new 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 3,006 shares 3,006 $769K 0.07% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares 1,928 $760K 0.07% 0 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: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,039 shares; 2025Q2: 2,079 shares; 2025Q3: 2,275 shares; 2025Q4: 2,286 shares; 2026Q1: 2,286 shares; 2026Q2: 9,149 shares 9,149 $737K 0.07% +6,863 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: 6,532 shares; 2024Q4: 6,257 shares; 2025Q1: 6,257 shares; 2025Q2: 6,257 shares; 2025Q3: 6,257 shares; 2025Q4: 6,257 shares; 2026Q1: 6,257 shares; 2026Q2: 6,257 shares 6,257 $735K 0.07% 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: 5,706 shares; 2024Q4: 5,706 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,106 shares; 2026Q1: 5,234 shares; 2026Q2: 5,234 shares 5,234 $720K 0.07% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 3,210 shares 3,210 $704K 0.07% -155 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $701K 0.06% 0 Timeline SCHF 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: 11,552 shares; 2024Q4: 23,104 shares; 2025Q1: 25,280 shares; 2025Q2: 25,452 shares; 2025Q3: 25,452 shares; 2025Q4: 25,220 shares; 2026Q1: 25,220 shares; 2026Q2: 25,220 shares 25,220 $699K 0.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 5,354 shares; 2025Q2: 4,403 shares; 2025Q3: 4,388 shares; 2025Q4: 4,210 shares; 2026Q1: 4,060 shares; 2026Q2: 4,035 shares 4,035 $682K 0.06% -25 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,673 shares; 2025Q1: not reported; 2025Q2: 4,361 shares; 2025Q3: 4,061 shares; 2025Q4: 4,061 shares; 2026Q1: 4,110 shares; 2026Q2: 4,110 shares 4,110 $682K 0.06% 0 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: 7,920 shares; 2024Q4: 7,870 shares; 2025Q1: 7,866 shares; 2025Q2: 7,345 shares; 2025Q3: 7,348 shares; 2025Q4: 7,015 shares; 2026Q1: 7,025 shares; 2026Q2: 6,975 shares 6,975 $676K 0.06% -50 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 690 shares; 2025Q3: 692 shares; 2025Q4: 702 shares; 2026Q1: 709 shares; 2026Q2: 715 shares 715 $669K 0.06% +6 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: 5,709 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,699 shares; 2025Q3: 5,700 shares; 2025Q4: 5,701 shares; 2026Q1: 5,702 shares; 2026Q2: 5,703 shares 5,703 $629K 0.06% +1 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,946 shares; 2024Q4: 7,162 shares; 2025Q1: 7,162 shares; 2025Q2: 6,116 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares; 2026Q1: 5,637 shares; 2026Q2: 5,637 shares 5,637 $608K 0.06% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,252 shares; 2024Q4: 12,250 shares; 2025Q1: 12,353 shares; 2025Q2: 12,353 shares; 2025Q3: 12,361 shares; 2025Q4: 12,353 shares; 2026Q1: 12,266 shares; 2026Q2: 12,266 shares 12,266 $602K 0.06% 0 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: 4,318 shares; 2024Q4: 4,319 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,337 shares; 2026Q2: 2,462 shares 2,462 $597K 0.06% +125 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: 1,500 shares; 2024Q4: 1,550 shares; 2025Q1: 1,555 shares; 2025Q2: 1,579 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,588 shares; 2026Q2: 1,588 shares 1,588 $593K 0.05% 0 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: 541 shares; 2024Q4: 497 shares; 2025Q1: 493 shares; 2025Q2: 571 shares; 2025Q3: 654 shares; 2025Q4: 689 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $573K 0.05% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,497 shares; 2024Q4: 7,470 shares; 2025Q1: 7,470 shares; 2025Q2: 7,470 shares; 2025Q3: 7,482 shares; 2025Q4: 7,482 shares; 2026Q1: 7,482 shares; 2026Q2: 7,482 shares 7,482 $573K 0.05% 0 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: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,950 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 2,141 shares; 2026Q2: 1,639 shares 1,639 $564K 0.05% -502 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $546K 0.05% 0 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: 5,829 shares; 2024Q4: 5,828 shares; 2025Q1: 5,846 shares; 2025Q2: 5,793 shares; 2025Q3: 5,784 shares; 2025Q4: 5,709 shares; 2026Q1: 5,311 shares; 2026Q2: 5,311 shares 5,311 $543K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 906 shares; 2025Q1: 1,102 shares; 2025Q2: 1,207 shares; 2025Q3: 1,212 shares; 2025Q4: 1,259 shares; 2026Q1: 1,252 shares; 2026Q2: 1,252 shares 1,252 $534K 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $528K 0.05% 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: 1,003 shares; 2024Q4: 1,523 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares; 2026Q2: 1,541 shares 1,541 $525K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $522K 0.05% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,745 shares; 2024Q4: 5,454 shares; 2025Q1: 5,204 shares; 2025Q2: 4,954 shares; 2025Q3: 5,313 shares; 2025Q4: 5,220 shares; 2026Q1: 5,226 shares; 2026Q2: 5,226 shares 5,226 $517K 0.05% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,840 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: 4,840 shares; 2025Q3: 4,840 shares; 2025Q4: 4,840 shares; 2026Q1: 4,840 shares; 2026Q2: 4,840 shares 4,840 $499K 0.05% 0 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: 11,582 shares; 2026Q2: 11,449 shares 11,449 $496K 0.05% -133 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO 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: 3,013 shares; 2026Q2: 3,013 shares 3,013 $459K 0.04% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,819 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,409 shares; 2026Q2: 2,409 shares 2,409 $454K 0.04% 0 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: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 689 shares; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $449K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 356 shares; 2025Q4: 421 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $448K 0.04% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 3,220 shares 3,220 $440K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $436K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 5 shares; 2025Q4: not reported; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $435K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 4,511 shares; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares; 2026Q2: 4,531 shares 4,531 $424K 0.04% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 216 shares; 2025Q4: not reported; 2026Q1: 4,779 shares; 2026Q2: 4,779 shares 4,779 $416K 0.04% 0 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: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,042 shares; 2025Q4: 1,033 shares; 2026Q1: 1,035 shares; 2026Q2: 1,033 shares 1,033 $411K 0.04% -2 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: 7,950 shares; 2024Q4: 7,860 shares; 2025Q1: 7,810 shares; 2025Q2: 6,630 shares; 2025Q3: 6,115 shares; 2025Q4: 4,330 shares; 2026Q1: 4,325 shares; 2026Q2: 4,250 shares 4,250 $406K 0.04% -75 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: 3,157 shares; 2024Q4: 3,100 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $405K 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,335 shares; 2025Q3: 4,337 shares; 2025Q4: 4,317 shares; 2026Q1: 4,317 shares; 2026Q2: 4,315 shares 4,315 $390K 0.04% -2 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,505 shares; 2024Q4: 17,205 shares; 2025Q1: 17,055 shares; 2025Q2: 16,865 shares; 2025Q3: 13,971 shares; 2025Q4: 7,965 shares; 2026Q1: 7,965 shares; 2026Q2: 6,690 shares 6,690 $383K 0.04% -1,275 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: 861 shares; 2024Q4: 869 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 4,300 shares 4,300 $378K 0.03% +3,440 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 18,700 shares; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,704 shares; 2026Q2: 17,704 shares 17,704 $376K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,140 shares; 2025Q2: 9,235 shares; 2025Q3: 9,140 shares; 2025Q4: 9,140 shares; 2026Q1: 9,140 shares; 2026Q2: 9,140 shares 9,140 $330K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,631 shares; 2025Q4: 6,171 shares; 2026Q1: 6,897 shares; 2026Q2: 6,897 shares 6,897 $328K 0.03% 0 Timeline SCHG 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: 2,371 shares; 2024Q4: 9,484 shares; 2025Q1: 9,484 shares; 2025Q2: 9,484 shares; 2025Q3: 9,484 shares; 2025Q4: 9,484 shares; 2026Q1: 9,484 shares; 2026Q2: 9,462 shares 9,462 $320K 0.03% -22 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: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares 1,479 $320K 0.03% 0 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: not reported; 2024Q4: 727 shares; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $307K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: not reported; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $284K 0.03% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,742 shares; 2026Q2: 1,742 shares 1,742 $273K 0.03% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,610 shares; 2024Q4: 4,540 shares; 2025Q1: 4,265 shares; 2025Q2: 4,195 shares; 2025Q3: 3,390 shares; 2025Q4: 2,790 shares; 2026Q1: 2,797 shares; 2026Q2: 2,390 shares 2,390 $269K 0.02% -407 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: 3,227 shares; 2024Q4: not reported; 2025Q1: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: not reported; 2026Q2: 2,599 shares 2,599 $269K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 1,452 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $266K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 7,720 shares; 2025Q1: 7,650 shares; 2025Q2: 6,255 shares; 2025Q3: 5,404 shares; 2025Q4: 3,680 shares; 2026Q1: 3,615 shares; 2026Q2: 3,615 shares 3,615 $265K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,557 shares 1,557 $265K 0.02% new 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: 3,921 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,921 shares; 2025Q3: 3,951 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $260K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,475 shares; 2024Q4: 26,325 shares; 2025Q1: 26,445 shares; 2025Q2: 26,145 shares; 2025Q3: 26,158 shares; 2025Q4: 3,805 shares; 2026Q1: 3,792 shares; 2026Q2: 3,792 shares 3,792 $259K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares 1,148 $254K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 715 shares; 2025Q2: 315 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 325 shares 325 $246K 0.02% -1 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares; 2026Q2: 1,559 shares 1,559 $245K 0.02% +1 Timeline FNDX 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: 7,611 shares; 2025Q4: 7,611 shares; 2026Q1: 7,611 shares; 2026Q2: 7,611 shares 7,611 $237K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 4,513 shares; 2025Q2: 4,513 shares; 2025Q3: 4,513 shares; 2025Q4: 4,513 shares; 2026Q1: 4,513 shares; 2026Q2: 4,513 shares 4,513 $227K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,826 shares; 2024Q4: 7,568 shares; 2025Q1: 6,768 shares; 2025Q2: 6,061 shares; 2025Q3: 4,851 shares; 2025Q4: 3,141 shares; 2026Q1: not reported; 2026Q2: 2,854 shares 2,854 $220K 0.02% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $220K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares 505 $219K 0.02% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,175 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,561 shares; 2025Q4: not reported; 2026Q1: 2,608 shares; 2026Q2: 2,608 shares 2,608 $218K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,589 shares; 2025Q4: not reported; 2026Q1: 1,589 shares; 2026Q2: 7,945 shares 7,945 $218K 0.02% +6,356 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,262 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $213K 0.02% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $209K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 5,015 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,609 shares 4,609 $208K 0.02% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394 shares 394 $206K 0.02% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,301 shares; 2024Q4: 166,124 shares; 2025Q1: 160,713 shares; 2025Q2: 155,388 shares; 2025Q3: 24,375 shares; 2025Q4: 10,084 shares; 2026Q1: not reported; 2026Q2: 8,115 shares 8,115 $201K 0.02% new Timeline