MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,297 shares; 2024Q4: 55,982 shares; 2025Q1: 55,875 shares; 2025Q2: 56,740 shares; 2025Q3: 56,378 shares; 2025Q4: 56,127 shares; 2026Q1: 55,851 shares; 2026Q2: 55,117 shares 55,117 $20.7M 8.32% -734 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: 47,459 shares; 2024Q4: 47,256 shares; 2025Q1: 47,110 shares; 2025Q2: 47,235 shares; 2025Q3: 47,135 shares; 2025Q4: 46,819 shares; 2026Q1: 46,054 shares; 2026Q2: 46,666 shares 46,666 $16.5M 6.64% +612 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: 107,564 shares; 2024Q4: 107,079 shares; 2025Q1: 106,245 shares; 2025Q2: 105,963 shares; 2025Q3: 104,760 shares; 2025Q4: 104,173 shares; 2026Q1: 102,782 shares; 2026Q2: 102,214 shares 102,214 $11.6M 4.66% -568 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: 192,438 shares; 2024Q4: 191,659 shares; 2025Q1: 191,637 shares; 2025Q2: 191,642 shares; 2025Q3: 190,500 shares; 2025Q4: 189,684 shares; 2026Q1: 186,014 shares; 2026Q2: 184,029 shares 184,029 $10.5M 4.22% -1,985 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: 30,189 shares; 2024Q4: 29,947 shares; 2025Q1: 29,729 shares; 2025Q2: 29,551 shares; 2025Q3: 29,342 shares; 2025Q4: 29,184 shares; 2026Q1: 28,453 shares; 2026Q2: 28,239 shares 28,239 $9.55M 3.85% -214 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: 19,116 shares; 2024Q4: 19,012 shares; 2025Q1: 18,998 shares; 2025Q2: 18,995 shares; 2025Q3: 18,980 shares; 2025Q4: 18,965 shares; 2026Q1: 18,873 shares; 2026Q2: 18,686 shares 18,686 $9.35M 3.76% -187 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: 9,417 shares; 2024Q4: 9,415 shares; 2025Q1: 9,411 shares; 2025Q2: 9,384 shares; 2025Q3: 9,264 shares; 2025Q4: 9,248 shares; 2026Q1: 9,164 shares; 2026Q2: 9,147 shares 9,147 $9.12M 3.67% -17 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: 23,033 shares; 2024Q4: 22,964 shares; 2025Q1: 22,919 shares; 2025Q2: 23,746 shares; 2025Q3: 23,586 shares; 2025Q4: 23,464 shares; 2026Q1: 23,096 shares; 2026Q2: 23,056 shares 23,056 $7.65M 3.08% -40 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: 32,501 shares; 2024Q4: 32,375 shares; 2025Q1: 32,178 shares; 2025Q2: 28,235 shares; 2025Q3: 28,236 shares; 2025Q4: 28,208 shares; 2026Q1: 27,874 shares; 2026Q2: 27,864 shares 27,864 $7.08M 2.85% -10 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: 19,668 shares; 2024Q4: 19,618 shares; 2025Q1: 19,501 shares; 2025Q2: 19,468 shares; 2025Q3: 19,356 shares; 2025Q4: 19,218 shares; 2026Q1: 18,687 shares; 2026Q2: 18,624 shares 18,624 $6.96M 2.8% -63 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: 24,595 shares; 2024Q4: 25,049 shares; 2025Q1: 24,870 shares; 2025Q2: 24,816 shares; 2025Q3: 25,481 shares; 2025Q4: 25,680 shares; 2026Q1: 25,897 shares; 2026Q2: 26,064 shares 26,064 $6.21M 2.5% +167 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,865 shares; 2024Q4: 37,657 shares; 2025Q1: 37,618 shares; 2025Q2: 37,556 shares; 2025Q3: 37,399 shares; 2025Q4: 37,337 shares; 2026Q1: 36,715 shares; 2026Q2: 36,407 shares 36,407 $5.82M 2.34% -308 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: 40,102 shares; 2024Q4: 38,176 shares; 2025Q1: 38,176 shares; 2025Q2: 40,306 shares; 2025Q3: 41,729 shares; 2025Q4: 41,649 shares; 2026Q1: 41,649 shares; 2026Q2: 40,249 shares 40,249 $5.73M 2.31% -1,400 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: 41,295 shares; 2024Q4: 41,145 shares; 2025Q1: 41,771 shares; 2025Q2: 41,889 shares; 2025Q3: 41,720 shares; 2025Q4: 41,726 shares; 2026Q1: 41,400 shares; 2026Q2: 41,249 shares 41,249 $5.59M 2.25% -151 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: 4,890 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 4,854 shares; 2025Q3: 4,811 shares; 2025Q4: 4,805 shares; 2026Q1: 4,681 shares; 2026Q2: 4,645 shares 4,645 $5.46M 2.2% -36 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: 55,811 shares; 2024Q4: 55,652 shares; 2025Q1: 55,629 shares; 2025Q2: 55,584 shares; 2025Q3: 55,585 shares; 2025Q4: 56,311 shares; 2026Q1: 55,714 shares; 2026Q2: 55,294 shares 55,294 $5.41M 2.18% -420 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: 87,639 shares; 2024Q4: 90,221 shares; 2025Q1: 90,348 shares; 2025Q2: 90,435 shares; 2025Q3: 89,871 shares; 2025Q4: 89,230 shares; 2026Q1: 88,124 shares; 2026Q2: 87,736 shares 87,736 $5.07M 2.04% -388 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,607 shares; 2024Q4: 69,466 shares; 2025Q1: 69,179 shares; 2025Q2: 68,718 shares; 2025Q3: 68,555 shares; 2025Q4: 68,322 shares; 2026Q1: 66,540 shares; 2026Q2: 65,790 shares 65,790 $4.9M 1.97% -750 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: 32,252 shares; 2024Q4: 32,163 shares; 2025Q1: 32,163 shares; 2025Q2: 32,014 shares; 2025Q3: 32,015 shares; 2025Q4: 32,093 shares; 2026Q1: 31,744 shares; 2026Q2: 31,664 shares 31,664 $4.79M 1.93% -80 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: 10,955 shares; 2024Q4: 10,958 shares; 2025Q1: 10,958 shares; 2025Q2: 11,093 shares; 2025Q3: 11,093 shares; 2025Q4: 10,928 shares; 2026Q1: 10,948 shares; 2026Q2: 12,047 shares 12,047 $4.31M 1.73% +1,099 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: 52,674 shares; 2024Q4: 53,376 shares; 2025Q1: 53,365 shares; 2025Q2: 53,216 shares; 2025Q3: 53,217 shares; 2025Q4: 53,166 shares; 2026Q1: 52,846 shares; 2026Q2: 52,841 shares 52,841 $4.29M 1.73% -5 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: 50,941 shares; 2024Q4: 50,772 shares; 2025Q1: 50,676 shares; 2025Q2: 49,472 shares; 2025Q3: 49,343 shares; 2025Q4: 49,285 shares; 2026Q1: 48,725 shares; 2026Q2: 48,707 shares 48,707 $4.07M 1.64% -18 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: 4,905 shares; 2024Q4: 4,880 shares; 2025Q1: 4,872 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 4,998 shares; 2026Q1: 5,072 shares; 2026Q2: 5,051 shares 5,051 $3.77M 1.52% -21 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: 10,288 shares; 2024Q4: 10,288 shares; 2025Q1: 10,288 shares; 2025Q2: 10,292 shares; 2025Q3: 10,292 shares; 2025Q4: 10,287 shares; 2026Q1: 10,187 shares; 2026Q2: 11,191 shares 11,191 $3.47M 1.4% +1,004 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,559 shares; 2025Q1: 1,581 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 1,591 shares; 2026Q1: 1,615 shares; 2026Q2: 1,650 shares 1,650 $3.22M 1.3% +35 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: 21,650 shares; 2024Q4: 21,650 shares; 2025Q1: 19,650 shares; 2025Q2: 19,650 shares; 2025Q3: 19,650 shares; 2025Q4: 17,595 shares; 2026Q1: 17,580 shares; 2026Q2: 15,580 shares 15,580 $3.12M 1.25% -2,000 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: 8,940 shares; 2024Q4: 8,904 shares; 2025Q1: 8,888 shares; 2025Q2: 8,872 shares; 2025Q3: 8,872 shares; 2025Q4: 8,872 shares; 2026Q1: 8,638 shares; 2026Q2: 8,593 shares 8,593 $2.69M 1.08% -45 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: 9,011 shares; 2024Q4: 8,997 shares; 2025Q1: 8,968 shares; 2025Q2: 8,963 shares; 2025Q3: 8,963 shares; 2025Q4: 8,943 shares; 2026Q1: 8,671 shares; 2026Q2: 8,649 shares 8,649 $2.43M 0.98% -22 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: 7,234 shares; 2024Q4: 7,197 shares; 2025Q1: 7,185 shares; 2025Q2: 7,178 shares; 2025Q3: 7,166 shares; 2025Q4: 7,166 shares; 2026Q1: 7,000 shares; 2026Q2: 6,961 shares 6,961 $2.39M 0.96% -39 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,705 shares; 2026Q1: 39,654 shares; 2026Q2: 39,095 shares 39,095 $2.35M 0.95% -559 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: 8,676 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,426 shares; 2025Q3: 8,426 shares; 2025Q4: 8,426 shares; 2026Q1: 8,426 shares; 2026Q2: 8,426 shares 8,426 $2.35M 0.94% 0 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: 14,218 shares; 2024Q4: 12,624 shares; 2025Q1: 12,424 shares; 2025Q2: 13,608 shares; 2025Q3: 13,108 shares; 2025Q4: 13,108 shares; 2026Q1: 13,108 shares; 2026Q2: 13,108 shares 13,108 $2.32M 0.93% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,029 shares; 2024Q4: 24,078 shares; 2025Q1: 24,003 shares; 2025Q2: 23,884 shares; 2025Q3: 24,163 shares; 2025Q4: 20,778 shares; 2026Q1: 20,449 shares; 2026Q2: 20,198 shares 20,198 $2.17M 0.87% -251 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $2.16M 0.87% 0 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: 6,958 shares; 2024Q4: 6,958 shares; 2025Q1: 6,958 shares; 2025Q2: 6,958 shares; 2025Q3: 6,958 shares; 2025Q4: 6,958 shares; 2026Q1: 6,958 shares; 2026Q2: 6,958 shares 6,958 $1.88M 0.76% 0 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: 5,749 shares; 2024Q4: 5,749 shares; 2025Q1: 5,749 shares; 2025Q2: 5,749 shares; 2025Q3: 5,679 shares; 2025Q4: 5,628 shares; 2026Q1: 5,628 shares; 2026Q2: 5,178 shares 5,178 $1.83M 0.74% -450 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: 11,854 shares; 2024Q4: 13,839 shares; 2025Q1: 13,992 shares; 2025Q2: 14,118 shares; 2025Q3: 15,396 shares; 2025Q4: 16,856 shares; 2026Q1: 17,483 shares; 2026Q2: 17,483 shares 17,483 $1.79M 0.72% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,221 shares; 2024Q4: 17,594 shares; 2025Q1: 17,594 shares; 2025Q2: 17,059 shares; 2025Q3: 16,824 shares; 2025Q4: 16,797 shares; 2026Q1: 16,526 shares; 2026Q2: 15,906 shares 15,906 $1.65M 0.67% -620 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: 10,088 shares; 2024Q4: 10,071 shares; 2025Q1: 10,072 shares; 2025Q2: 9,306 shares; 2025Q3: 9,206 shares; 2025Q4: 9,065 shares; 2026Q1: 8,926 shares; 2026Q2: 8,927 shares 8,927 $1.51M 0.61% +1 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,548 shares; 2024Q4: 25,894 shares; 2025Q1: 26,255 shares; 2025Q2: 26,367 shares; 2025Q3: 26,107 shares; 2025Q4: 17,785 shares; 2026Q1: 17,553 shares; 2026Q2: 17,739 shares 17,739 $1.44M 0.58% +186 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: 1,471 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,441 shares; 2026Q1: 1,771 shares; 2026Q2: 1,771 shares 1,771 $1.22M 0.49% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,918 shares; 2024Q4: 23,743 shares; 2025Q1: 23,132 shares; 2025Q2: 23,088 shares; 2025Q3: 23,072 shares; 2025Q4: 18,468 shares; 2026Q1: 17,733 shares; 2026Q2: 17,684 shares 17,684 $1.2M 0.48% -49 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: 6,216 shares; 2024Q4: 6,681 shares; 2025Q1: 6,681 shares; 2025Q2: 7,084 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares; 2026Q2: 7,084 shares 7,084 $1.18M 0.47% 0 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: 3,097 shares; 2024Q4: 3,095 shares; 2025Q1: 3,034 shares; 2025Q2: 2,911 shares; 2025Q3: 2,895 shares; 2025Q4: 2,871 shares; 2026Q1: 2,846 shares; 2026Q2: 2,846 shares 2,846 $1.18M 0.47% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,788 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares; 2026Q1: 3,551 shares; 2026Q2: 3,551 shares 3,551 $1.13M 0.46% 0 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: 4,879 shares; 2024Q4: 4,879 shares; 2025Q1: 4,879 shares; 2025Q2: 4,879 shares; 2025Q3: 4,879 shares; 2025Q4: 4,879 shares; 2026Q1: 4,879 shares; 2026Q2: 4,879 shares 4,879 $1.02M 0.41% 0 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: 9,692 shares; 2024Q4: 9,692 shares; 2025Q1: 9,692 shares; 2025Q2: 9,692 shares; 2025Q3: 9,692 shares; 2025Q4: 9,692 shares; 2026Q1: 9,692 shares; 2026Q2: 9,692 shares 9,692 $1.02M 0.41% 0 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: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $1.01M 0.41% 0 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: 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 $1.01M 0.41% 0 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: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,938 shares; 2026Q1: 1,938 shares; 2026Q2: 1,938 shares 1,938 $987K 0.4% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,461 shares; 2026Q2: 2,461 shares 2,461 $907K 0.36% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares 7,400 $898K 0.36% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO 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: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $853K 0.34% 0 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: 2,065 shares; 2024Q4: 3,866 shares; 2025Q1: 3,911 shares; 2025Q2: 3,911 shares; 2025Q3: 3,911 shares; 2025Q4: 3,903 shares; 2026Q1: 3,934 shares; 2026Q2: 3,934 shares 3,934 $852K 0.34% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $839K 0.34% 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: 14,233 shares; 2024Q4: 15,233 shares; 2025Q1: 15,233 shares; 2025Q2: 15,233 shares; 2025Q3: 15,233 shares; 2025Q4: 14,233 shares; 2026Q1: 14,208 shares; 2026Q2: 14,208 shares 14,208 $819K 0.33% 0 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.3% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 10,500 shares; 2025Q1: 11,373 shares; 2025Q2: 11,704 shares; 2025Q3: 11,704 shares; 2025Q4: 14,687 shares; 2026Q1: 15,150 shares; 2026Q2: 16,269 shares 16,269 $668K 0.27% +1,119 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: 9,213 shares; 2024Q4: 9,161 shares; 2025Q1: 8,654 shares; 2025Q2: 8,206 shares; 2025Q3: 7,956 shares; 2025Q4: 15,168 shares; 2026Q1: 12,890 shares; 2026Q2: 12,346 shares 12,346 $656K 0.26% -544 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 800 shares; 2025Q4: 800 shares; 2026Q1: 780 shares; 2026Q2: 755 shares 755 $634K 0.26% -25 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: 4,593 shares; 2024Q4: 4,593 shares; 2025Q1: 4,593 shares; 2025Q2: 4,593 shares; 2025Q3: 4,593 shares; 2025Q4: 4,593 shares; 2026Q1: 4,593 shares; 2026Q2: 4,593 shares 4,593 $600K 0.24% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares; 2026Q1: 1,724 shares; 2026Q2: 1,724 shares 1,724 $569K 0.23% 0 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: 732 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 728 shares; 2025Q4: 720 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $521K 0.21% 0 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: 4,747 shares; 2024Q4: 4,497 shares; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,497 shares; 2025Q4: 4,497 shares; 2026Q1: 4,326 shares; 2026Q2: 4,221 shares 4,221 $496K 0.2% -105 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: 825 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $492K 0.2% 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: 10,146 shares; 2024Q4: 10,146 shares; 2025Q1: 10,146 shares; 2025Q2: 10,146 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares; 2026Q1: 10,023 shares; 2026Q2: 10,023 shares 10,023 $476K 0.19% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,237 shares; 2024Q4: 28,483 shares; 2025Q1: 27,014 shares; 2025Q2: 26,886 shares; 2025Q3: 25,967 shares; 2025Q4: 21,740 shares; 2026Q1: 19,859 shares; 2026Q2: 19,784 shares 19,784 $467K 0.19% -75 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares 1,397 $439K 0.18% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 900 shares; 2026Q2: 900 shares 900 $435K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $429K 0.17% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,934 shares; 2025Q2: 2,935 shares; 2025Q3: 2,934 shares; 2025Q4: 2,934 shares; 2026Q1: 2,935 shares; 2026Q2: 2,936 shares 2,936 $411K 0.17% +1 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,439 shares; 2024Q4: 34,237 shares; 2025Q1: 34,238 shares; 2025Q2: 10,220 shares; 2025Q3: 10,052 shares; 2025Q4: 10,053 shares; 2026Q1: 9,647 shares; 2026Q2: 9,643 shares 9,643 $394K 0.16% -4 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $371K 0.15% new 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: 4,196 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares; 2025Q3: 4,196 shares; 2025Q4: 4,196 shares; 2026Q1: 4,196 shares; 2026Q2: 4,196 shares 4,196 $368K 0.15% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 983 shares; 2026Q2: 983 shares 983 $364K 0.15% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,306 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: 4,306 shares; 2025Q3: 4,306 shares; 2025Q4: 4,306 shares; 2026Q1: 4,306 shares; 2026Q2: 4,306 shares 4,306 $361K 0.15% 0 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 533 shares; 2026Q1: 512 shares; 2026Q2: 512 shares 512 $357K 0.14% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,219 shares; 2024Q4: 4,219 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 4,219 shares; 2026Q1: 4,219 shares; 2026Q2: 4,219 shares 4,219 $346K 0.14% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: not reported; 2026Q2: 923 shares 923 $344K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $343K 0.14% 0 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: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares; 2026Q2: 1,952 shares 1,952 $342K 0.14% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $314K 0.13% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,642 shares; 2026Q2: 1,642 shares 1,642 $303K 0.12% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares; 2026Q1: 2,345 shares; 2026Q2: 2,345 shares 2,345 $296K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $296K 0.12% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares; 2026Q2: 2,169 shares 2,169 $293K 0.12% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,885 shares; 2024Q4: 46,817 shares; 2025Q1: 40,556 shares; 2025Q2: 40,072 shares; 2025Q3: 38,323 shares; 2025Q4: 31,464 shares; 2026Q1: 28,409 shares; 2026Q2: 26,607 shares 26,607 $293K 0.12% -1,802 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,616 shares; 2024Q4: 8,616 shares; 2025Q1: 8,616 shares; 2025Q2: 8,616 shares; 2025Q3: 7,916 shares; 2025Q4: 7,916 shares; 2026Q1: 7,916 shares; 2026Q2: 7,916 shares 7,916 $291K 0.12% 0 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: 3,995 shares; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: 3,995 shares; 2025Q3: 3,995 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares; 2026Q2: 3,995 shares 3,995 $285K 0.11% 0 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: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares; 2026Q2: 2,179 shares 2,179 $280K 0.11% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,941 shares; 2024Q4: 3,941 shares; 2025Q1: 3,941 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 3,871 shares; 2026Q2: 3,871 shares 3,871 $278K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $262K 0.11% 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: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $260K 0.1% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares; 2026Q2: 2,715 shares 2,715 $260K 0.1% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,559 shares; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,273 shares; 2026Q2: 1,273 shares 1,273 $257K 0.1% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,896 shares 2,896 $252K 0.1% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,469 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: not reported; 2025Q3: 4,469 shares; 2025Q4: not reported; 2026Q1: 4,469 shares; 2026Q2: 4,467 shares 4,467 $238K 0.1% -2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,484 shares; 2024Q4: 5,269 shares; 2025Q1: 5,253 shares; 2025Q2: 5,042 shares; 2025Q3: 5,027 shares; 2025Q4: 4,712 shares; 2026Q1: 4,220 shares; 2026Q2: 3,717 shares 3,717 $238K 0.1% -503 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: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $235K 0.09% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,687 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,687 shares 2,687 $225K 0.09% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,717 shares; 2025Q1: 3,717 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $224K 0.09% 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: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $221K 0.09% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $218K 0.09% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $218K 0.09% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $218K 0.09% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 1,776 shares; 2026Q1: not reported; 2026Q2: 1,776 shares 1,776 $218K 0.09% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares; 2026Q2: 2,495 shares 2,495 $217K 0.09% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,880 shares; 2026Q2: 4,880 shares 4,880 $214K 0.09% 0 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $212K 0.09% 0 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $211K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $209K 0.08% new Timeline