AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,682 shares; 2024Q4: 299,003 shares; 2025Q1: 294,384 shares; 2025Q2: 291,066 shares; 2025Q3: 296,946 shares; 2025Q4: 294,508 shares; 2026Q1: 288,442 shares; 2026Q2: 286,446 shares 286,446 $82.9M 5.69% -1,996 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: 442,940 shares; 2024Q4: 441,213 shares; 2025Q1: 426,963 shares; 2025Q2: 434,204 shares; 2025Q3: 432,866 shares; 2025Q4: 416,196 shares; 2026Q1: 413,824 shares; 2026Q2: 412,569 shares 412,569 $82.6M 5.67% -1,255 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 185,780 shares; 2025Q1: 183,055 shares; 2025Q2: 181,801 shares; 2025Q3: 177,717 shares; 2025Q4: 165,618 shares; 2026Q1: 162,414 shares; 2026Q2: 154,321 shares 154,321 $58.3M 4% -8,093 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: 138,994 shares; 2024Q4: 140,030 shares; 2025Q1: 143,288 shares; 2025Q2: 146,754 shares; 2025Q3: 152,472 shares; 2025Q4: 151,006 shares; 2026Q1: 145,072 shares; 2026Q2: 145,252 shares 145,252 $51.9M 3.57% +180 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: 134,813 shares; 2024Q4: 133,703 shares; 2025Q1: 133,422 shares; 2025Q2: 132,068 shares; 2025Q3: 136,176 shares; 2025Q4: 134,970 shares; 2026Q1: 133,582 shares; 2026Q2: 135,630 shares 135,630 $50.6M 3.48% +2,048 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: 134,527 shares; 2024Q4: 134,226 shares; 2025Q1: 137,175 shares; 2025Q2: 137,474 shares; 2025Q3: 143,121 shares; 2025Q4: 139,404 shares; 2026Q1: 136,861 shares; 2026Q2: 135,777 shares 135,777 $44.4M 3.05% -1,084 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: 150,210 shares; 2024Q4: 153,290 shares; 2025Q1: 163,242 shares; 2025Q2: 166,341 shares; 2025Q3: 173,509 shares; 2025Q4: 172,806 shares; 2026Q1: 172,108 shares; 2026Q2: 175,202 shares 175,202 $30.9M 2.12% +3,094 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: 101,450 shares; 2024Q4: 103,078 shares; 2025Q1: 103,989 shares; 2025Q2: 106,414 shares; 2025Q3: 113,773 shares; 2025Q4: 112,556 shares; 2026Q1: 113,843 shares; 2026Q2: 115,286 shares 115,286 $27.5M 1.89% +1,443 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: 29,904 shares; 2024Q4: 30,387 shares; 2025Q1: 31,182 shares; 2025Q2: 37,388 shares; 2025Q3: 39,047 shares; 2025Q4: 39,582 shares; 2026Q1: 35,594 shares; 2026Q2: 36,755 shares 36,755 $27.4M 1.89% +1,161 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: 40,553 shares; 2024Q4: 40,433 shares; 2025Q1: 39,694 shares; 2025Q2: 38,561 shares; 2025Q3: 38,464 shares; 2025Q4: 37,636 shares; 2026Q1: 37,340 shares; 2026Q2: 37,009 shares 37,009 $27.3M 1.87% -331 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: 73,524 shares; 2024Q4: 72,190 shares; 2025Q1: 71,064 shares; 2025Q2: 71,334 shares; 2025Q3: 73,034 shares; 2025Q4: 73,895 shares; 2026Q1: 73,742 shares; 2026Q2: 72,132 shares 72,132 $24.7M 1.7% -1,610 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,519 shares; 2024Q4: 35,609 shares; 2025Q1: 35,504 shares; 2025Q2: 35,469 shares; 2025Q3: 35,789 shares; 2025Q4: 35,516 shares; 2026Q1: 35,615 shares; 2026Q2: 32,972 shares 32,972 $23.7M 1.63% -2,643 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: 7,218 shares; 2024Q4: 7,503 shares; 2025Q1: 7,499 shares; 2025Q2: 7,475 shares; 2025Q3: 7,543 shares; 2025Q4: 7,502 shares; 2026Q1: 7,517 shares; 2026Q2: 75,665 shares 75,665 $22.8M 1.57% +68,148 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: 22,055 shares; 2024Q4: 21,602 shares; 2025Q1: 21,929 shares; 2025Q2: 22,045 shares; 2025Q3: 22,956 shares; 2025Q4: 22,677 shares; 2026Q1: 23,664 shares; 2026Q2: 23,339 shares 23,339 $21.8M 1.5% -325 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,005 shares; 2024Q4: 33,185 shares; 2025Q1: 32,655 shares; 2025Q2: 31,705 shares; 2025Q3: 31,885 shares; 2025Q4: 30,825 shares; 2026Q1: 32,269 shares; 2026Q2: 32,440 shares 32,440 $21.3M 1.46% +171 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: 62,043 shares; 2024Q4: 62,002 shares; 2025Q1: 63,672 shares; 2025Q2: 64,557 shares; 2025Q3: 64,195 shares; 2025Q4: 63,126 shares; 2026Q1: 61,697 shares; 2026Q2: 59,885 shares 59,885 $21.2M 1.45% -1,812 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: 76,962 shares; 2024Q4: 77,453 shares; 2025Q1: 77,780 shares; 2025Q2: 76,223 shares; 2025Q3: 76,731 shares; 2025Q4: 77,076 shares; 2026Q1: 76,399 shares; 2026Q2: 77,452 shares 77,452 $19.5M 1.34% +1,053 Timeline FLRN 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: 281,386 shares; 2024Q4: 290,576 shares; 2025Q1: 380,190 shares; 2025Q2: 472,670 shares; 2025Q3: 509,483 shares; 2025Q4: 571,863 shares; 2026Q1: 559,881 shares; 2026Q2: 629,278 shares 629,278 $19.4M 1.33% +69,397 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: 235,799 shares; 2024Q4: 235,015 shares; 2025Q1: 229,972 shares; 2025Q2: 205,883 shares; 2025Q3: 209,116 shares; 2025Q4: 211,389 shares; 2026Q1: 211,198 shares; 2026Q2: 213,247 shares 213,247 $18.7M 1.29% +2,049 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: 101,714 shares; 2024Q4: 103,742 shares; 2025Q1: 105,017 shares; 2025Q2: 107,699 shares; 2025Q3: 115,209 shares; 2025Q4: 118,851 shares; 2026Q1: 119,811 shares; 2026Q2: 119,671 shares 119,671 $18.1M 1.25% -140 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: 38,031 shares; 2024Q4: 36,886 shares; 2025Q1: 36,733 shares; 2025Q2: 36,332 shares; 2025Q3: 36,184 shares; 2025Q4: 36,698 shares; 2026Q1: 36,296 shares; 2026Q2: 34,933 shares 34,933 $17.9M 1.23% -1,363 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: 7,830 shares; 2024Q4: 9,173 shares; 2025Q1: 9,567 shares; 2025Q2: 10,436 shares; 2025Q3: 11,945 shares; 2025Q4: 12,022 shares; 2026Q1: 12,057 shares; 2026Q2: 12,634 shares 12,634 $15.2M 1.04% +577 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: 48,555 shares; 2024Q4: 46,510 shares; 2025Q1: 46,096 shares; 2025Q2: 46,644 shares; 2025Q3: 45,316 shares; 2025Q4: 44,269 shares; 2026Q1: 42,104 shares; 2026Q2: 41,827 shares 41,827 $14.4M 0.99% -277 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: 41,625 shares; 2024Q4: 41,355 shares; 2025Q1: 42,001 shares; 2025Q2: 42,391 shares; 2025Q3: 42,366 shares; 2025Q4: 45,187 shares; 2026Q1: 46,431 shares; 2026Q2: 45,651 shares 45,651 $14.4M 0.99% -780 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: 67,159 shares; 2024Q4: 60,730 shares; 2025Q1: 57,263 shares; 2025Q2: 55,731 shares; 2025Q3: 56,323 shares; 2025Q4: 56,188 shares; 2026Q1: 56,524 shares; 2026Q2: 55,938 shares 55,938 $14.2M 0.98% -586 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: 112,189 shares; 2024Q4: 110,552 shares; 2025Q1: 110,899 shares; 2025Q2: 110,780 shares; 2025Q3: 116,240 shares; 2025Q4: 116,169 shares; 2026Q1: 115,969 shares; 2026Q2: 115,738 shares 115,738 $13.6M 0.93% -231 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: 34,485 shares; 2024Q4: 34,163 shares; 2025Q1: 35,313 shares; 2025Q2: 35,313 shares; 2025Q3: 57,033 shares; 2025Q4: 73,786 shares; 2026Q1: 85,224 shares; 2026Q2: 93,164 shares 93,164 $13M 0.9% +7,940 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,755 shares; 2025Q2: 6,608 shares; 2025Q3: 6,833 shares; 2025Q4: 6,155 shares; 2026Q1: 6,498 shares; 2026Q2: 6,572 shares 6,572 $13M 0.89% +74 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: 17,551 shares; 2024Q4: 17,651 shares; 2025Q1: 17,651 shares; 2025Q2: 17,626 shares; 2025Q3: 17,626 shares; 2025Q4: 17,626 shares; 2026Q1: 17,626 shares; 2026Q2: 17,551 shares 17,551 $12.7M 0.87% -75 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: 43,104 shares; 2024Q4: 42,322 shares; 2025Q1: 42,047 shares; 2025Q2: 40,777 shares; 2025Q3: 41,376 shares; 2025Q4: 41,019 shares; 2026Q1: 40,647 shares; 2026Q2: 32,628 shares 32,628 $11.5M 0.79% -8,019 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 50,083 shares; 2026Q2: 60,174 shares 60,174 $11.4M 0.78% +10,091 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: 12,579 shares; 2024Q4: 14,560 shares; 2025Q1: 15,309 shares; 2025Q2: 16,196 shares; 2025Q3: 18,637 shares; 2025Q4: 19,382 shares; 2026Q1: 19,037 shares; 2026Q2: 19,299 shares 19,299 $10.9M 0.75% +262 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: not reported; 2024Q4: 16,800 shares; 2025Q1: 16,370 shares; 2025Q2: 16,082 shares; 2025Q3: 17,095 shares; 2025Q4: 17,367 shares; 2026Q1: 17,468 shares; 2026Q2: 21,216 shares 21,216 $10.6M 0.73% +3,748 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,093 shares; 2024Q4: 37,093 shares; 2025Q1: 37,093 shares; 2025Q2: 37,093 shares; 2025Q3: 40,093 shares; 2025Q4: 40,089 shares; 2026Q1: 39,864 shares; 2026Q2: 38,189 shares 38,189 $9.75M 0.67% -1,675 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: 53,513 shares; 2024Q4: 68,885 shares; 2025Q1: 72,175 shares; 2025Q2: 74,577 shares; 2025Q3: 74,814 shares; 2025Q4: 81,529 shares; 2026Q1: 81,694 shares; 2026Q2: 83,280 shares 83,280 $9.43M 0.65% +1,586 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: 9,005 shares; 2024Q4: 8,975 shares; 2025Q1: 8,915 shares; 2025Q2: 8,255 shares; 2025Q3: 8,709 shares; 2025Q4: 8,732 shares; 2026Q1: 8,857 shares; 2026Q2: 8,841 shares 8,841 $9.41M 0.65% -16 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,352 shares; 2024Q4: 79,970 shares; 2025Q1: 79,165 shares; 2025Q2: 78,450 shares; 2025Q3: 78,295 shares; 2025Q4: 78,040 shares; 2026Q1: 77,600 shares; 2026Q2: 75,853 shares 75,853 $9.34M 0.64% -1,747 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: 79,901 shares; 2024Q4: 76,020 shares; 2025Q1: 73,689 shares; 2025Q2: 68,009 shares; 2025Q3: 67,912 shares; 2025Q4: 65,472 shares; 2026Q1: 63,990 shares; 2026Q2: 62,179 shares 62,179 $9.12M 0.63% -1,811 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: 67,901 shares; 2024Q4: 62,437 shares; 2025Q1: 60,632 shares; 2025Q2: 57,451 shares; 2025Q3: 55,041 shares; 2025Q4: 52,435 shares; 2026Q1: 50,990 shares; 2026Q2: 47,701 shares 47,701 $9.09M 0.62% -3,289 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: 47,802 shares; 2024Q4: 46,510 shares; 2025Q1: 46,160 shares; 2025Q2: 45,195 shares; 2025Q3: 46,245 shares; 2025Q4: 45,780 shares; 2026Q1: 43,112 shares; 2026Q2: 40,355 shares 40,355 $9.04M 0.62% -2,757 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: 47,138 shares; 2024Q4: 45,257 shares; 2025Q1: 46,147 shares; 2025Q2: 46,727 shares; 2025Q3: 48,427 shares; 2025Q4: 48,344 shares; 2026Q1: 47,192 shares; 2026Q2: 47,239 shares 47,239 $8.96M 0.62% +47 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: 28,260 shares; 2024Q4: 28,512 shares; 2025Q1: 27,103 shares; 2025Q2: 17,923 shares; 2025Q3: 21,697 shares; 2025Q4: 21,354 shares; 2026Q1: 20,962 shares; 2026Q2: 21,503 shares 21,503 $8.94M 0.61% +541 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,671 shares; 2024Q4: 115,002 shares; 2025Q1: 127,981 shares; 2025Q2: 124,506 shares; 2025Q3: 142,209 shares; 2025Q4: 167,369 shares; 2026Q1: 173,959 shares; 2026Q2: 172,350 shares 172,350 $8.8M 0.6% -1,609 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: 35,908 shares; 2025Q1: 36,258 shares; 2025Q2: 39,073 shares; 2025Q3: 41,958 shares; 2025Q4: 41,788 shares; 2026Q1: 47,420 shares; 2026Q2: 51,600 shares 51,600 $8.77M 0.6% +4,180 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,475 shares; 2024Q4: 18,920 shares; 2025Q1: 18,983 shares; 2025Q2: 22,774 shares; 2025Q3: 24,739 shares; 2025Q4: 24,595 shares; 2026Q1: 24,470 shares; 2026Q2: 24,965 shares 24,965 $8.51M 0.58% +495 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: 13,318 shares; 2024Q4: 13,115 shares; 2025Q1: 13,170 shares; 2025Q2: 12,989 shares; 2025Q3: 12,954 shares; 2025Q4: 12,704 shares; 2026Q1: 13,066 shares; 2026Q2: 13,359 shares 13,359 $8.47M 0.58% +293 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: 14,360 shares; 2025Q1: 14,290 shares; 2025Q2: 14,290 shares; 2025Q3: 16,210 shares; 2025Q4: 16,170 shares; 2026Q1: 18,470 shares; 2026Q2: 18,420 shares 18,420 $7.98M 0.55% -50 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,450 shares; 2024Q4: 38,600 shares; 2025Q1: 53,020 shares; 2025Q2: 81,420 shares; 2025Q3: 148,850 shares; 2025Q4: 244,150 shares; 2026Q1: 262,865 shares; 2026Q2: 343,065 shares 343,065 $7.95M 0.55% +80,200 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: 56,991 shares; 2024Q4: 54,521 shares; 2025Q1: 56,290 shares; 2025Q2: 55,564 shares; 2025Q3: 58,514 shares; 2025Q4: 58,512 shares; 2026Q1: 57,788 shares; 2026Q2: 57,903 shares 57,903 $7.92M 0.54% +115 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: 7,691 shares; 2024Q4: 7,372 shares; 2025Q1: 7,898 shares; 2025Q2: 8,323 shares; 2025Q3: 11,259 shares; 2025Q4: 13,779 shares; 2026Q1: 15,774 shares; 2026Q2: 20,276 shares 20,276 $7.58M 0.52% +4,502 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 3,030 shares; 2025Q3: 7,555 shares; 2025Q4: 12,042 shares; 2026Q1: 12,362 shares; 2026Q2: 13,477 shares 13,477 $7.58M 0.52% +1,115 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 4,114 shares; 2025Q1: 5,206 shares; 2025Q2: 4,809 shares; 2025Q3: 5,484 shares; 2025Q4: 5,729 shares; 2026Q1: 5,625 shares; 2026Q2: 6,667 shares 6,667 $7.55M 0.52% +1,042 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: 23,586 shares; 2024Q4: 23,487 shares; 2025Q1: 23,056 shares; 2025Q2: 23,067 shares; 2025Q3: 23,754 shares; 2025Q4: 23,424 shares; 2026Q1: 23,172 shares; 2026Q2: 22,823 shares 22,823 $7.53M 0.52% -349 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: not reported; 2024Q4: 11,138 shares; 2025Q1: 10,996 shares; 2025Q2: 11,226 shares; 2025Q3: 11,238 shares; 2025Q4: 12,926 shares; 2026Q1: 13,699 shares; 2026Q2: 14,509 shares 14,509 $7.53M 0.52% +810 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: 115,474 shares; 2024Q4: 114,762 shares; 2025Q1: 108,146 shares; 2025Q2: 108,321 shares; 2025Q3: 120,185 shares; 2025Q4: 119,876 shares; 2026Q1: 119,751 shares; 2026Q2: 119,346 shares 119,346 $6.8M 0.47% -405 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: 43,460 shares; 2024Q4: 40,863 shares; 2025Q1: 40,751 shares; 2025Q2: 38,591 shares; 2025Q3: 40,105 shares; 2025Q4: 39,588 shares; 2026Q1: 40,095 shares; 2026Q2: 40,035 shares 40,035 $6.64M 0.46% -60 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: 19,094 shares; 2024Q4: 17,663 shares; 2025Q1: 17,604 shares; 2025Q2: 13,930 shares; 2025Q3: 13,862 shares; 2025Q4: 13,639 shares; 2026Q1: 13,996 shares; 2026Q2: 13,160 shares 13,160 $6.6M 0.45% -836 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: 28,693 shares; 2024Q4: 28,238 shares; 2025Q1: 28,047 shares; 2025Q2: 26,567 shares; 2025Q3: 26,547 shares; 2025Q4: 25,101 shares; 2026Q1: 24,321 shares; 2026Q2: 24,391 shares 24,391 $6.6M 0.45% +70 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,550 shares; 2024Q4: 41,200 shares; 2025Q1: 73,150 shares; 2025Q2: 136,100 shares; 2025Q3: 192,723 shares; 2025Q4: 224,168 shares; 2026Q1: 233,753 shares; 2026Q2: 260,871 shares 260,871 $6.59M 0.45% +27,118 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,412 shares; 2025Q3: 5,463 shares; 2025Q4: 7,073 shares; 2026Q1: 7,508 shares; 2026Q2: 8,154 shares 8,154 $6.48M 0.45% +646 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,233 shares; 2024Q4: 32,963 shares; 2025Q1: 33,948 shares; 2025Q2: 33,748 shares; 2025Q3: 39,502 shares; 2025Q4: 48,517 shares; 2026Q1: 74,026 shares; 2026Q2: 91,496 shares 91,496 $6.26M 0.43% +17,470 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,129 shares; 2024Q4: 28,008 shares; 2025Q1: 27,976 shares; 2025Q2: 26,889 shares; 2025Q3: 26,347 shares; 2025Q4: 22,481 shares; 2026Q1: 21,778 shares; 2026Q2: 21,263 shares 21,263 $6.23M 0.43% -515 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,810 shares; 2025Q1: 8,510 shares; 2025Q2: 8,510 shares; 2025Q3: 8,935 shares; 2025Q4: 8,935 shares; 2026Q1: 8,725 shares; 2026Q2: 8,685 shares 8,685 $6.19M 0.43% -40 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: 16,413 shares; 2024Q4: 16,258 shares; 2025Q1: 16,042 shares; 2025Q2: 16,705 shares; 2025Q3: 16,784 shares; 2025Q4: 16,384 shares; 2026Q1: 16,956 shares; 2026Q2: 16,503 shares 16,503 $5.98M 0.41% -453 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,444 shares; 2024Q4: 17,444 shares; 2025Q1: 17,444 shares; 2025Q2: 17,444 shares; 2025Q3: 17,444 shares; 2025Q4: 16,139 shares; 2026Q1: 16,139 shares; 2026Q2: 16,139 shares 16,139 $5.75M 0.39% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,272 shares; 2024Q4: 43,882 shares; 2025Q1: 43,860 shares; 2025Q2: 43,677 shares; 2025Q3: 45,807 shares; 2025Q4: 43,987 shares; 2026Q1: 36,867 shares; 2026Q2: 33,465 shares 33,465 $5.69M 0.39% -3,402 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: 2,420 shares; 2024Q4: 2,054 shares; 2025Q1: 2,506 shares; 2025Q2: 2,505 shares; 2025Q3: 2,423 shares; 2025Q4: 2,509 shares; 2026Q1: 2,602 shares; 2026Q2: 2,859 shares 2,859 $5.69M 0.39% +257 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,385 shares; 2024Q4: 6,260 shares; 2025Q1: 6,370 shares; 2025Q2: 7,186 shares; 2025Q3: 7,731 shares; 2025Q4: 8,375 shares; 2026Q1: 9,020 shares; 2026Q2: 14,633 shares 14,633 $5.42M 0.37% +5,613 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,700 shares; 2024Q4: 27,400 shares; 2025Q1: 31,900 shares; 2025Q2: 43,250 shares; 2025Q3: 88,670 shares; 2025Q4: 199,540 shares; 2026Q1: 203,090 shares; 2026Q2: 223,130 shares 223,130 $5.4M 0.37% +20,040 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: 59,246 shares; 2024Q4: 54,032 shares; 2025Q1: 51,708 shares; 2025Q2: 49,487 shares; 2025Q3: 46,964 shares; 2025Q4: 45,817 shares; 2026Q1: 39,830 shares; 2026Q2: 38,644 shares 38,644 $5.23M 0.36% -1,186 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: 35,498 shares; 2024Q4: 33,573 shares; 2025Q1: 32,313 shares; 2025Q2: 32,713 shares; 2025Q3: 43,778 shares; 2025Q4: 46,252 shares; 2026Q1: 48,702 shares; 2026Q2: 49,960 shares 49,960 $5.19M 0.36% +1,258 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 4,395 shares; 2025Q2: 4,448 shares; 2025Q3: 9,408 shares; 2025Q4: 9,488 shares; 2026Q1: 9,833 shares; 2026Q2: 10,418 shares 10,418 $4.98M 0.34% +585 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,637 shares; 2024Q4: 11,397 shares; 2025Q1: 10,907 shares; 2025Q2: 11,404 shares; 2025Q3: 11,504 shares; 2025Q4: 11,374 shares; 2026Q1: 11,594 shares; 2026Q2: 11,709 shares 11,709 $4.65M 0.32% +115 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: 4,649 shares; 2025Q1: 4,617 shares; 2025Q2: 4,683 shares; 2025Q3: 4,783 shares; 2025Q4: 4,771 shares; 2026Q1: 4,902 shares; 2026Q2: 4,807 shares 4,807 $4.62M 0.32% -95 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,345 shares; 2024Q4: 33,380 shares; 2025Q1: 32,520 shares; 2025Q2: 30,145 shares; 2025Q3: 29,015 shares; 2025Q4: 28,830 shares; 2026Q1: 28,280 shares; 2026Q2: 27,970 shares 27,970 $4.56M 0.31% -310 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY 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: 166,650 shares; 2026Q1: 157,150 shares; 2026Q2: 148,550 shares 148,550 $4.51M 0.31% -8,600 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: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,517 shares; 2025Q2: 5,517 shares; 2025Q3: 6,232 shares; 2025Q4: 6,221 shares; 2026Q1: 6,221 shares; 2026Q2: 6,221 shares 6,221 $4.38M 0.3% 0 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: 31,385 shares; 2024Q4: 35,417 shares; 2025Q1: 35,797 shares; 2025Q2: 35,347 shares; 2025Q3: 43,002 shares; 2025Q4: 49,247 shares; 2026Q1: 49,772 shares; 2026Q2: 49,870 shares 49,870 $4.34M 0.3% +98 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: 29,838 shares; 2024Q4: 30,327 shares; 2025Q1: 29,701 shares; 2025Q2: 29,901 shares; 2025Q3: 31,204 shares; 2025Q4: 30,791 shares; 2026Q1: 30,472 shares; 2026Q2: 30,269 shares 30,269 $4.33M 0.3% -203 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,885 shares; 2024Q4: 17,369 shares; 2025Q1: 18,146 shares; 2025Q2: 18,004 shares; 2025Q3: 17,722 shares; 2025Q4: 18,456 shares; 2026Q1: 13,824 shares; 2026Q2: 10,597 shares 10,597 $4.32M 0.3% -3,227 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: 92,212 shares; 2024Q4: 81,412 shares; 2025Q1: 86,212 shares; 2025Q2: 86,212 shares; 2025Q3: 89,212 shares; 2025Q4: 89,212 shares; 2026Q1: 89,212 shares; 2026Q2: 89,212 shares 89,212 $4.24M 0.29% 0 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: 24,967 shares; 2024Q4: 24,217 shares; 2025Q1: 25,767 shares; 2025Q2: 25,767 shares; 2025Q3: 28,317 shares; 2025Q4: 28,316 shares; 2026Q1: 28,286 shares; 2026Q2: 26,577 shares 26,577 $4.17M 0.29% -1,709 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: 41,389 shares; 2024Q4: 36,164 shares; 2025Q1: 39,725 shares; 2025Q2: 30,839 shares; 2025Q3: 31,834 shares; 2025Q4: 31,609 shares; 2026Q1: 31,407 shares; 2026Q2: 31,382 shares 31,382 $4.03M 0.28% -25 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: 3,093 shares; 2024Q4: 3,068 shares; 2025Q1: 2,969 shares; 2025Q2: 7,325 shares; 2025Q3: 8,153 shares; 2025Q4: 8,914 shares; 2026Q1: 9,217 shares; 2026Q2: 10,106 shares 10,106 $4.02M 0.28% +889 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: 18,057 shares; 2024Q4: 17,056 shares; 2025Q1: 17,051 shares; 2025Q2: 16,865 shares; 2025Q3: 16,655 shares; 2025Q4: 15,470 shares; 2026Q1: 15,430 shares; 2026Q2: 14,723 shares 14,723 $4M 0.28% -707 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 2,147 shares; 2025Q1: 4,433 shares; 2025Q2: 4,957 shares; 2025Q3: 5,983 shares; 2025Q4: 6,519 shares; 2026Q1: 15,494 shares; 2026Q2: 18,654 shares 18,654 $3.97M 0.27% +3,160 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,634 shares; 2024Q4: 12,104 shares; 2025Q1: 12,069 shares; 2025Q2: 12,439 shares; 2025Q3: 14,729 shares; 2025Q4: 16,214 shares; 2026Q1: 16,469 shares; 2026Q2: 18,572 shares 18,572 $3.96M 0.27% +2,103 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: 13,614 shares; 2024Q4: 13,614 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,366 shares; 2025Q4: 13,456 shares; 2026Q1: 13,456 shares; 2026Q2: 18,781 shares 18,781 $3.93M 0.27% +5,325 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,350 shares; 2024Q4: 46,500 shares; 2025Q1: 70,200 shares; 2025Q2: 78,535 shares; 2025Q3: 90,735 shares; 2025Q4: 130,442 shares; 2026Q1: 157,647 shares; 2026Q2: 176,047 shares 176,047 $3.84M 0.26% +18,400 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,630 shares; 2024Q4: 11,503 shares; 2025Q1: 9,994 shares; 2025Q2: 9,999 shares; 2025Q3: 10,069 shares; 2025Q4: 10,359 shares; 2026Q1: 9,940 shares; 2026Q2: 10,166 shares 10,166 $3.82M 0.26% +226 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: 41,404 shares; 2024Q4: 40,479 shares; 2025Q1: 36,579 shares; 2025Q2: 34,129 shares; 2025Q3: 29,679 shares; 2025Q4: 28,271 shares; 2026Q1: 26,191 shares; 2026Q2: 26,378 shares 26,378 $3.68M 0.25% +187 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: 15,628 shares; 2024Q4: 14,793 shares; 2025Q1: 19,263 shares; 2025Q2: 20,669 shares; 2025Q3: 22,903 shares; 2025Q4: 28,682 shares; 2026Q1: 35,209 shares; 2026Q2: 38,126 shares 38,126 $3.68M 0.25% +2,917 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: 48,539 shares; 2024Q4: 47,023 shares; 2025Q1: 45,523 shares; 2025Q2: 43,346 shares; 2025Q3: 46,228 shares; 2025Q4: 45,790 shares; 2026Q1: 43,107 shares; 2026Q2: 39,785 shares 39,785 $3.61M 0.25% -3,322 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: 28,032 shares; 2024Q4: 29,852 shares; 2025Q1: 29,567 shares; 2025Q2: 30,134 shares; 2025Q3: 29,534 shares; 2025Q4: 29,386 shares; 2026Q1: 25,972 shares; 2026Q2: 27,922 shares 27,922 $3.27M 0.22% +1,950 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: 10,262 shares; 2024Q4: 10,157 shares; 2025Q1: 9,105 shares; 2025Q2: 8,795 shares; 2025Q3: 8,947 shares; 2025Q4: 8,302 shares; 2026Q1: 8,452 shares; 2026Q2: 14,490 shares 14,490 $3.19M 0.22% +6,038 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,807 shares; 2024Q4: 4,752 shares; 2025Q1: 4,278 shares; 2025Q2: 4,278 shares; 2025Q3: 6,233 shares; 2025Q4: 6,313 shares; 2026Q1: 6,363 shares; 2026Q2: 6,182 shares 6,182 $3.15M 0.22% -181 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,807 shares; 2024Q4: 15,072 shares; 2025Q1: 15,072 shares; 2025Q2: 14,619 shares; 2025Q3: 15,119 shares; 2025Q4: 14,733 shares; 2026Q1: 13,963 shares; 2026Q2: 13,953 shares 13,953 $3.11M 0.21% -10 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: 8,136 shares; 2025Q1: 8,557 shares; 2025Q2: 8,602 shares; 2025Q3: 9,402 shares; 2025Q4: 9,392 shares; 2026Q1: 9,119 shares; 2026Q2: 9,094 shares 9,094 $3.1M 0.21% -25 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: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,152 shares; 2025Q4: 3,152 shares; 2026Q1: 3,152 shares; 2026Q2: 3,152 shares 3,152 $3.08M 0.21% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,352 shares; 2026Q2: 12,103 shares 12,103 $3.01M 0.21% +6,751 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,003 shares; 2024Q4: 37,173 shares; 2025Q1: 39,093 shares; 2025Q2: 40,273 shares; 2025Q3: 40,273 shares; 2025Q4: 39,494 shares; 2026Q1: 38,694 shares; 2026Q2: 36,582 shares 36,582 $2.88M 0.2% -2,112 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: 11,343 shares; 2024Q4: 10,711 shares; 2025Q1: 10,433 shares; 2025Q2: 10,383 shares; 2025Q3: 10,443 shares; 2025Q4: 10,439 shares; 2026Q1: 10,044 shares; 2026Q2: 10,294 shares 10,294 $2.78M 0.19% +250 Timeline IBDR 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: 28,752 shares; 2025Q1: 32,402 shares; 2025Q2: 33,252 shares; 2025Q3: 54,842 shares; 2025Q4: 112,522 shares; 2026Q1: 107,622 shares; 2026Q2: 113,570 shares 113,570 $2.75M 0.19% +5,948 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: 10,473 shares; 2024Q4: 9,672 shares; 2025Q1: 11,663 shares; 2025Q2: 10,838 shares; 2025Q3: 12,353 shares; 2025Q4: 12,332 shares; 2026Q1: 12,412 shares; 2026Q2: 12,347 shares 12,347 $2.73M 0.19% -65 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 266 shares; 2025Q3: 331 shares; 2025Q4: 436 shares; 2026Q1: 492 shares; 2026Q2: 15,096 shares 15,096 $2.69M 0.18% +14,604 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: 9,763 shares; 2024Q4: 10,005 shares; 2025Q1: 10,244 shares; 2025Q2: 8,068 shares; 2025Q3: 8,062 shares; 2025Q4: 8,088 shares; 2026Q1: 8,088 shares; 2026Q2: 7,782 shares 7,782 $2.63M 0.18% -306 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,132 shares; 2024Q4: 26,609 shares; 2025Q1: 24,374 shares; 2025Q2: 24,744 shares; 2025Q3: 23,964 shares; 2025Q4: 23,920 shares; 2026Q1: 22,900 shares; 2026Q2: 22,422 shares 22,422 $2.62M 0.18% -478 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: 53,005 shares; 2024Q4: 48,621 shares; 2025Q1: 43,594 shares; 2025Q2: 43,649 shares; 2025Q3: 48,449 shares; 2025Q4: 47,422 shares; 2026Q1: 45,487 shares; 2026Q2: 45,167 shares 45,167 $2.61M 0.18% -320 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 4,900 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares; 2026Q2: 4,395 shares 4,395 $2.55M 0.18% +600 Timeline IBHG 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: 39,150 shares; 2025Q3: 55,050 shares; 2025Q4: 83,400 shares; 2026Q1: 89,425 shares; 2026Q2: 113,275 shares 113,275 $2.5M 0.17% +23,850 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,986 shares; 2024Q4: 31,646 shares; 2025Q1: 36,883 shares; 2025Q2: 46,968 shares; 2025Q3: 46,688 shares; 2025Q4: 27,090 shares; 2026Q1: 27,445 shares; 2026Q2: 25,125 shares 25,125 $2.49M 0.17% -2,320 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,058 shares; 2024Q4: 4,379 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 5,054 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 5,060 shares 5,060 $2.49M 0.17% +10 Timeline IBTI 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: 18,290 shares; 2025Q4: 108,290 shares; 2026Q1: 106,465 shares; 2026Q2: 106,465 shares 106,465 $2.36M 0.16% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,454 shares; 2025Q1: 8,454 shares; 2025Q2: 8,454 shares; 2025Q3: 8,829 shares; 2025Q4: 8,420 shares; 2026Q1: 8,420 shares; 2026Q2: 8,418 shares 8,418 $2.36M 0.16% -2 Timeline IBHH 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: not reported; 2025Q4: 21,300 shares; 2026Q1: 71,760 shares; 2026Q2: 98,060 shares 98,060 $2.3M 0.16% +26,300 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: 32,177 shares; 2024Q4: 32,592 shares; 2025Q1: 32,103 shares; 2025Q2: 31,937 shares; 2025Q3: 31,084 shares; 2025Q4: 29,384 shares; 2026Q1: 28,283 shares; 2026Q2: 27,983 shares 27,983 $2.27M 0.16% -300 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: 14,445 shares; 2024Q4: 13,910 shares; 2025Q1: 13,605 shares; 2025Q2: 13,605 shares; 2025Q3: 18,155 shares; 2025Q4: 18,252 shares; 2026Q1: 18,252 shares; 2026Q2: 18,252 shares 18,252 $2.27M 0.16% 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: 73,728 shares; 2024Q4: 61,853 shares; 2025Q1: 60,056 shares; 2025Q2: 53,395 shares; 2025Q3: 43,950 shares; 2025Q4: 30,186 shares; 2026Q1: 25,666 shares; 2026Q2: 23,358 shares 23,358 $2.26M 0.16% -2,308 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: 12,821 shares; 2024Q4: 12,533 shares; 2025Q1: 13,196 shares; 2025Q2: 13,426 shares; 2025Q3: 14,487 shares; 2025Q4: 14,287 shares; 2026Q1: 14,009 shares; 2026Q2: 13,957 shares 13,957 $2.26M 0.16% -52 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: 8,113 shares; 2024Q4: 8,628 shares; 2025Q1: 9,105 shares; 2025Q2: 8,105 shares; 2025Q3: 8,104 shares; 2025Q4: 8,104 shares; 2026Q1: 8,104 shares; 2026Q2: 8,010 shares 8,010 $2.25M 0.15% -94 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: 17,091 shares; 2024Q4: 15,651 shares; 2025Q1: 15,651 shares; 2025Q2: 15,475 shares; 2025Q3: 15,289 shares; 2025Q4: 15,129 shares; 2026Q1: 15,059 shares; 2026Q2: 14,834 shares 14,834 $2.2M 0.15% -225 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: 4,688 shares; 2024Q4: 4,688 shares; 2025Q1: 4,688 shares; 2025Q2: 4,488 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares; 2026Q1: 4,358 shares; 2026Q2: 4,358 shares 4,358 $2.16M 0.15% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $2.1M 0.14% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,912 shares; 2024Q4: 28,712 shares; 2025Q1: 27,962 shares; 2025Q2: 25,950 shares; 2025Q3: 24,925 shares; 2025Q4: 24,925 shares; 2026Q1: 25,725 shares; 2026Q2: 25,425 shares 25,425 $2.09M 0.14% -300 Timeline IBTH 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: not reported; 2025Q4: 93,800 shares; 2026Q1: 92,000 shares; 2026Q2: 92,000 shares 92,000 $2.06M 0.14% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,275 shares; 2024Q4: 8,367 shares; 2025Q1: 8,342 shares; 2025Q2: 5,837 shares; 2025Q3: 6,147 shares; 2025Q4: 6,133 shares; 2026Q1: 6,343 shares; 2026Q2: 6,492 shares 6,492 $1.95M 0.13% +149 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: 94,514 shares; 2024Q4: 92,774 shares; 2025Q1: 95,301 shares; 2025Q2: 86,226 shares; 2025Q3: 81,824 shares; 2025Q4: 80,249 shares; 2026Q1: 79,412 shares; 2026Q2: 79,410 shares 79,410 $1.91M 0.13% -2 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: 6,613 shares; 2024Q4: 6,545 shares; 2025Q1: 6,225 shares; 2025Q2: 6,520 shares; 2025Q3: 5,825 shares; 2025Q4: 5,576 shares; 2026Q1: 5,046 shares; 2026Q2: 5,161 shares 5,161 $1.91M 0.13% +115 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.85M 0.13% 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: 19,436 shares; 2024Q4: 19,321 shares; 2025Q1: 19,661 shares; 2025Q2: 19,296 shares; 2025Q3: 20,926 shares; 2025Q4: 20,749 shares; 2026Q1: 19,237 shares; 2026Q2: 19,031 shares 19,031 $1.83M 0.13% -206 Timeline IBHI 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: not reported; 2025Q4: 13,450 shares; 2026Q1: 72,335 shares; 2026Q2: 77,785 shares 77,785 $1.82M 0.12% +5,450 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: 15,576 shares; 2024Q4: 15,576 shares; 2025Q1: 15,951 shares; 2025Q2: 15,967 shares; 2025Q3: 15,547 shares; 2025Q4: 13,313 shares; 2026Q1: 13,273 shares; 2026Q2: 12,318 shares 12,318 $1.81M 0.12% -955 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,450 shares; 2026Q2: 43,970 shares 43,970 $1.76M 0.12% +1,520 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,016 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,056 shares; 2026Q2: 3,426 shares 3,426 $1.74M 0.12% +370 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 19,450 shares; 2025Q1: 19,450 shares; 2025Q2: 19,450 shares; 2025Q3: 19,450 shares; 2025Q4: 19,450 shares; 2026Q1: 19,450 shares; 2026Q2: 19,450 shares 19,450 $1.74M 0.12% 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: 1,947 shares; 2024Q4: 1,895 shares; 2025Q1: 1,393 shares; 2025Q2: 1,399 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,467 shares 1,467 $1.72M 0.12% -12 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: 7,066 shares; 2024Q4: 7,491 shares; 2025Q1: 7,431 shares; 2025Q2: 6,906 shares; 2025Q3: 7,226 shares; 2025Q4: 5,773 shares; 2026Q1: 5,773 shares; 2026Q2: 5,772 shares 5,772 $1.72M 0.12% -1 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,050 shares; 2024Q4: 36,400 shares; 2025Q1: 41,400 shares; 2025Q2: 48,700 shares; 2025Q3: 54,750 shares; 2025Q4: 60,765 shares; 2026Q1: 67,720 shares; 2026Q2: 79,070 shares 79,070 $1.65M 0.11% +11,350 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 797 shares; 2025Q4: 5,070 shares; 2026Q1: 12,980 shares; 2026Q2: 22,620 shares 22,620 $1.62M 0.11% +9,640 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,759 shares 4,759 $1.59M 0.11% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,610 shares; 2024Q4: 51,910 shares; 2025Q1: 52,390 shares; 2025Q2: 51,740 shares; 2025Q3: 51,740 shares; 2025Q4: 51,490 shares; 2026Q1: 52,010 shares; 2026Q2: 52,250 shares 52,250 $1.57M 0.11% +240 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: 15,550 shares; 2024Q4: 15,550 shares; 2025Q1: 15,311 shares; 2025Q2: 15,310 shares; 2025Q3: 15,310 shares; 2025Q4: 15,310 shares; 2026Q1: 15,310 shares; 2026Q2: 15,160 shares 15,160 $1.55M 0.11% -150 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 11,180 shares; 2025Q3: 12,220 shares; 2025Q4: 12,111 shares; 2026Q1: 12,151 shares; 2026Q2: 12,091 shares 12,091 $1.53M 0.11% -60 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: 20,353 shares; 2024Q4: 18,607 shares; 2025Q1: 20,678 shares; 2025Q2: 20,833 shares; 2025Q3: 21,390 shares; 2025Q4: 21,210 shares; 2026Q1: 20,655 shares; 2026Q2: 20,565 shares 20,565 $1.51M 0.1% -90 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.1% 0 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: 3,007 shares; 2024Q4: 3,960 shares; 2025Q1: 4,232 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 3,743 shares; 2026Q1: 3,930 shares; 2026Q2: 3,207 shares 3,207 $1.47M 0.1% -723 Timeline IBTG 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: 16,000 shares; 2025Q3: 17,500 shares; 2025Q4: 62,500 shares; 2026Q1: 61,500 shares; 2026Q2: 61,500 shares 61,500 $1.41M 0.1% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,230 shares; 2024Q4: 13,490 shares; 2025Q1: 13,435 shares; 2025Q2: 13,347 shares; 2025Q3: 13,547 shares; 2025Q4: 13,222 shares; 2026Q1: 12,102 shares; 2026Q2: 11,972 shares 11,972 $1.41M 0.1% -130 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: 16,720 shares; 2024Q4: 16,678 shares; 2025Q1: 19,164 shares; 2025Q2: 19,130 shares; 2025Q3: 17,510 shares; 2025Q4: 7,692 shares; 2026Q1: 6,997 shares; 2026Q2: 6,855 shares 6,855 $1.41M 0.1% -142 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 4,958 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 5,028 shares; 2026Q1: 4,830 shares; 2026Q2: 4,970 shares 4,970 $1.38M 0.1% +140 Timeline SCHB 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: 21,281 shares; 2024Q4: 52,095 shares; 2025Q1: 51,495 shares; 2025Q2: 49,560 shares; 2025Q3: 46,920 shares; 2025Q4: 46,920 shares; 2026Q1: 46,720 shares; 2026Q2: 46,720 shares 46,720 $1.35M 0.09% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,162 shares; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,522 shares; 2026Q1: 9,275 shares; 2026Q2: 8,321 shares 8,321 $1.35M 0.09% -954 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: 6,001 shares 6,001 $1.33M 0.09% new 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: 5,761 shares 5,761 $1.29M 0.09% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,413 shares; 2024Q4: 11,319 shares; 2025Q1: 11,192 shares; 2025Q2: 10,478 shares; 2025Q3: 9,516 shares; 2025Q4: 8,464 shares; 2026Q1: 5,410 shares; 2026Q2: 5,085 shares 5,085 $1.25M 0.09% -325 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: 3,305 shares; 2024Q4: 3,434 shares; 2025Q1: 3,334 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares; 2026Q2: 2,894 shares 2,894 $1.23M 0.08% 0 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: 20,361 shares; 2024Q4: 20,361 shares; 2025Q1: 17,561 shares; 2025Q2: 17,637 shares; 2025Q3: 17,337 shares; 2025Q4: 17,337 shares; 2026Q1: 15,337 shares; 2026Q2: 14,587 shares 14,587 $1.21M 0.08% -750 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703 shares; 2024Q4: 711 shares; 2025Q1: 795 shares; 2025Q2: 833 shares; 2025Q3: 942 shares; 2025Q4: 862 shares; 2026Q1: 722 shares; 2026Q2: 375 shares 375 $1.2M 0.08% -347 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,350 shares; 2026Q2: 7,350 shares 7,350 $1.17M 0.08% 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: 3,465 shares; 2024Q4: 2,865 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $1.16M 0.08% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,434 shares; 2025Q1: 3,209 shares; 2025Q2: 3,213 shares; 2025Q3: 3,117 shares; 2025Q4: 2,990 shares; 2026Q1: 2,794 shares; 2026Q2: 14,057 shares 14,057 $1.16M 0.08% +11,263 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2025Q4: not reported; 2026Q1: 12,976 shares; 2026Q2: 12,642 shares 12,642 $1.12M 0.08% -334 Timeline BANK OF AMER CORP 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 894 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $1.11M 0.08% 0 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,079 shares; 2024Q4: 6,804 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,374 shares; 2025Q4: 6,374 shares; 2026Q1: 6,454 shares; 2026Q2: 6,577 shares 6,577 $1.11M 0.08% +123 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: 12,840 shares; 2024Q4: 12,690 shares; 2025Q1: 11,590 shares; 2025Q2: 23,180 shares; 2025Q3: 23,092 shares; 2025Q4: 23,092 shares; 2026Q1: 20,692 shares; 2026Q2: 22,692 shares 22,692 $1.09M 0.07% +2,000 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $1.09M 0.07% 0 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: 24,636 shares; 2024Q4: 24,636 shares; 2025Q1: 24,636 shares; 2025Q2: 24,636 shares; 2025Q3: 24,536 shares; 2025Q4: 23,786 shares; 2026Q1: 21,536 shares; 2026Q2: 21,536 shares 21,536 $1.09M 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,905 shares; 2024Q4: 2,730 shares; 2025Q1: 2,682 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares; 2026Q2: 5,605 shares 5,605 $1.07M 0.07% +100 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,494 shares; 2024Q4: 9,144 shares; 2025Q1: 8,844 shares; 2025Q2: 8,784 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares; 2026Q2: 8,784 shares 8,784 $1.07M 0.07% 0 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: 32,247 shares; 2024Q4: 31,418 shares; 2025Q1: 29,896 shares; 2025Q2: 26,934 shares; 2025Q3: 24,491 shares; 2025Q4: 18,549 shares; 2026Q1: 12,296 shares; 2026Q2: 8,460 shares 8,460 $1.05M 0.07% -3,836 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,700 shares; 2024Q4: 15,383 shares; 2025Q1: 14,223 shares; 2025Q2: 14,418 shares; 2025Q3: 14,418 shares; 2025Q4: 14,118 shares; 2026Q1: 13,175 shares; 2026Q2: 13,538 shares 13,538 $978K 0.07% +363 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,025 shares; 2024Q4: 10,950 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares; 2026Q2: 11,498 shares 11,498 $973K 0.07% -252 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: 44,708 shares; 2024Q4: 43,474 shares; 2025Q1: 45,315 shares; 2025Q2: 41,492 shares; 2025Q3: 46,292 shares; 2025Q4: 46,292 shares; 2026Q1: 46,292 shares; 2026Q2: 46,292 shares 46,292 $958K 0.07% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,931 shares; 2026Q1: 5,679 shares; 2026Q2: 5,679 shares 5,679 $927K 0.06% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,419 shares; 2024Q4: 35,569 shares; 2025Q1: 33,322 shares; 2025Q2: 26,863 shares; 2025Q3: 24,430 shares; 2025Q4: 24,005 shares; 2026Q1: 19,540 shares; 2026Q2: 19,240 shares 19,240 $922K 0.06% -300 Timeline IBIE 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: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 33,500 shares; 2026Q2: 34,000 shares 34,000 $894K 0.06% +500 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,352 shares; 2024Q4: 19,961 shares; 2025Q1: 16,661 shares; 2025Q2: 17,561 shares; 2025Q3: 17,561 shares; 2025Q4: 18,361 shares; 2026Q1: 17,261 shares; 2026Q2: 17,251 shares 17,251 $885K 0.06% -10 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: not reported; 2024Q4: 14,998 shares; 2025Q1: 8,740 shares; 2025Q2: 8,740 shares; 2025Q3: 9,640 shares; 2025Q4: 9,636 shares; 2026Q1: 9,636 shares; 2026Q2: 9,636 shares 9,636 $872K 0.06% 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: 2,270 shares; 2024Q4: 2,303 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,403 shares; 2026Q2: 2,353 shares 2,353 $867K 0.06% -50 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,657 shares; 2025Q1: 5,305 shares; 2025Q2: 4,565 shares; 2025Q3: 4,535 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares; 2026Q2: 4,035 shares 4,035 $850K 0.06% -350 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 6,166 shares; 2025Q1: 6,168 shares; 2025Q2: 6,091 shares; 2025Q3: 6,219 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $835K 0.06% 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,190 shares; 2025Q4: 1,340 shares; 2026Q1: 1,285 shares; 2026Q2: 1,112 shares 1,112 $833K 0.06% -173 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,355 shares; 2024Q4: 150,000 shares; 2025Q1: 131,105 shares; 2025Q2: 121,355 shares; 2025Q3: 115,345 shares; 2025Q4: 68,995 shares; 2026Q1: 63,030 shares; 2026Q2: 28,785 shares 28,785 $832K 0.06% -34,245 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: 2,476 shares; 2024Q4: 2,533 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,605 shares; 2026Q2: 10,172 shares 10,172 $820K 0.06% +7,567 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,498 shares; 2024Q4: 9,190 shares; 2025Q1: 8,881 shares; 2025Q2: 8,931 shares; 2025Q3: 9,201 shares; 2025Q4: 8,022 shares; 2026Q1: 14,841 shares; 2026Q2: 3,125 shares 3,125 $816K 0.06% -11,716 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: 2,344 shares; 2024Q4: 2,444 shares; 2025Q1: 2,446 shares; 2025Q2: 2,446 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares; 2026Q1: 2,054 shares; 2026Q2: 2,245 shares 2,245 $795K 0.05% +191 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: 15,128 shares; 2024Q4: 14,630 shares; 2025Q1: 15,492 shares; 2025Q2: 15,618 shares; 2025Q3: 15,078 shares; 2025Q4: 14,578 shares; 2026Q1: 13,778 shares; 2026Q2: 13,428 shares 13,428 $774K 0.05% -350 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: 27,056 shares; 2024Q4: 24,885 shares; 2025Q1: 24,915 shares; 2025Q2: 24,692 shares; 2025Q3: 23,212 shares; 2025Q4: 18,230 shares; 2026Q1: 18,230 shares; 2026Q2: 18,138 shares 18,138 $768K 0.05% -92 Timeline VGT 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: 804 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 6,344 shares 6,344 $758K 0.05% +5,551 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $743K 0.05% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,958 shares; 2024Q4: 17,858 shares; 2025Q1: 17,858 shares; 2025Q2: 17,858 shares; 2025Q3: 17,858 shares; 2025Q4: 17,858 shares; 2026Q1: 17,616 shares; 2026Q2: 17,616 shares 17,616 $735K 0.05% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,975 shares; 2024Q4: 18,975 shares; 2025Q1: 18,975 shares; 2025Q2: 18,975 shares; 2025Q3: 18,975 shares; 2025Q4: 18,975 shares; 2026Q1: 18,975 shares; 2026Q2: 18,975 shares 18,975 $727K 0.05% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $717K 0.05% 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: 32,782 shares; 2024Q4: 29,191 shares; 2025Q1: 28,281 shares; 2025Q2: 26,191 shares; 2025Q3: 22,321 shares; 2025Q4: 21,921 shares; 2026Q1: 20,651 shares; 2026Q2: 17,365 shares 17,365 $713K 0.05% -3,286 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,030 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $703K 0.05% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,749 shares 4,749 $681K 0.05% new 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: 4,867 shares; 2024Q4: 4,817 shares; 2025Q1: 4,782 shares; 2025Q2: 4,672 shares; 2025Q3: 4,637 shares; 2025Q4: 4,537 shares; 2026Q1: 4,266 shares; 2026Q2: 4,487 shares 4,487 $679K 0.05% +221 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 7,201 shares; 2025Q4: 7,193 shares; 2026Q1: 7,193 shares; 2026Q2: 7,193 shares 7,193 $677K 0.05% 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: 8,341 shares; 2024Q4: 12,041 shares; 2025Q1: 12,436 shares; 2025Q2: 14,221 shares; 2025Q3: 13,857 shares; 2025Q4: 11,652 shares; 2026Q1: 10,871 shares; 2026Q2: 3,980 shares 3,980 $668K 0.05% -6,891 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: 473 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $662K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares 2,778 $661K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,314 shares; 2026Q1: 1,324 shares; 2026Q2: 5,313 shares 5,313 $660K 0.05% +3,989 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,399 shares; 2024Q4: 3,499 shares; 2025Q1: 3,199 shares; 2025Q2: 3,049 shares; 2025Q3: 3,609 shares; 2025Q4: 3,609 shares; 2026Q1: 3,609 shares; 2026Q2: 4,229 shares 4,229 $660K 0.05% +620 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,676 shares; 2024Q4: 9,407 shares; 2025Q1: 9,272 shares; 2025Q2: 8,987 shares; 2025Q3: 8,351 shares; 2025Q4: 8,094 shares; 2026Q1: 7,492 shares; 2026Q2: 7,285 shares 7,285 $646K 0.04% -207 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: 2,370 shares; 2024Q4: 2,365 shares; 2025Q1: 2,380 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,705 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $646K 0.04% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,592 shares; 2025Q2: 3,645 shares; 2025Q3: 7,145 shares; 2025Q4: 8,040 shares; 2026Q1: 6,295 shares; 2026Q2: 5,770 shares 5,770 $641K 0.04% -525 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,233 shares; 2024Q4: 19,533 shares; 2025Q1: 19,400 shares; 2025Q2: 20,400 shares; 2025Q3: 20,150 shares; 2025Q4: 22,650 shares; 2026Q1: 21,450 shares; 2026Q2: 20,100 shares 20,100 $613K 0.04% -1,350 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: 3,254 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares; 2025Q3: 3,348 shares; 2025Q4: 3,348 shares; 2026Q1: 3,348 shares; 2026Q2: 3,348 shares 3,348 $606K 0.04% 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: 11,220 shares; 2024Q4: 11,070 shares; 2025Q1: 11,070 shares; 2025Q2: 8,420 shares; 2025Q3: 8,419 shares; 2025Q4: 8,144 shares; 2026Q1: 8,144 shares; 2026Q2: 7,056 shares 7,056 $590K 0.04% -1,088 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $582K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,359 shares; 2025Q1: 2,434 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,323 shares; 2026Q1: 1,891 shares; 2026Q2: 1,865 shares 1,865 $565K 0.04% -26 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,841 shares; 2025Q1: 53,911 shares; 2025Q2: 54,061 shares; 2025Q3: 36,311 shares; 2025Q4: 12,470 shares; 2026Q1: 12,445 shares; 2026Q2: 11,945 shares 11,945 $555K 0.04% -500 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,041 shares; 2026Q2: 4,031 shares 4,031 $551K 0.04% -10 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: 4,085 shares; 2024Q4: 4,112 shares; 2025Q1: 4,620 shares; 2025Q2: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 4,548 shares; 2026Q1: 4,548 shares; 2026Q2: 7,454 shares 7,454 $547K 0.04% +2,906 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: not reported; 2024Q4: 5,901 shares; 2025Q1: 4,619 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 4,093 shares; 2026Q1: 4,093 shares; 2026Q2: 4,093 shares 4,093 $535K 0.04% 0 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: 2,425 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,505 shares; 2026Q2: 2,505 shares 2,505 $533K 0.04% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,286 shares; 2024Q4: 9,958 shares; 2025Q1: 9,508 shares; 2025Q2: 9,508 shares; 2025Q3: 9,348 shares; 2025Q4: 9,348 shares; 2026Q1: 9,006 shares; 2026Q2: 8,602 shares 8,602 $522K 0.04% -404 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 3,811 shares 3,811 $517K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $515K 0.04% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,231 shares; 2024Q4: 11,753 shares; 2025Q1: 11,772 shares; 2025Q2: 10,831 shares; 2025Q3: 12,231 shares; 2025Q4: 11,831 shares; 2026Q1: 8,981 shares; 2026Q2: 8,469 shares 8,469 $512K 0.04% -512 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $505K 0.03% 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: 4,092 shares; 2024Q4: 2,100 shares; 2025Q1: 4,092 shares; 2025Q2: 4,092 shares; 2025Q3: 4,092 shares; 2025Q4: 4,092 shares; 2026Q1: 4,092 shares; 2026Q2: 4,092 shares 4,092 $496K 0.03% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,371 shares; 2025Q4: 3,271 shares; 2026Q1: 3,071 shares; 2026Q2: 2,670 shares 2,670 $494K 0.03% -401 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: 4,313 shares; 2024Q4: 4,126 shares; 2025Q1: 4,038 shares; 2025Q2: 4,038 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares; 2026Q2: 4,388 shares 4,388 $482K 0.03% 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: 18,752 shares; 2024Q4: 17,202 shares; 2025Q1: 16,477 shares; 2025Q2: 16,477 shares; 2025Q3: 12,887 shares; 2025Q4: 11,432 shares; 2026Q1: 11,432 shares; 2026Q2: 9,782 shares 9,782 $480K 0.03% -1,650 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $473K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 4,435 shares; 2025Q1: 4,435 shares; 2025Q2: 4,435 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares; 2026Q2: 4,935 shares 4,935 $472K 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,799 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares; 2026Q1: 3,799 shares; 2026Q2: 3,799 shares 3,799 $456K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,768 shares; 2024Q4: 5,888 shares; 2025Q1: 5,906 shares; 2025Q2: 5,768 shares; 2025Q3: 5,768 shares; 2025Q4: 5,768 shares; 2026Q1: 5,388 shares; 2026Q2: 5,175 shares 5,175 $438K 0.03% -213 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,390 shares; 2024Q4: 20,305 shares; 2025Q1: 23,115 shares; 2025Q2: 20,875 shares; 2025Q3: 12,846 shares; 2025Q4: 11,390 shares; 2026Q1: 5,935 shares; 2026Q2: 3,295 shares 3,295 $438K 0.03% -2,640 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $437K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 17,130 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 15,720 shares; 2025Q4: 14,940 shares; 2026Q1: 14,940 shares; 2026Q2: 14,820 shares 14,820 $436K 0.03% -120 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: 2,474 shares; 2026Q1: 2,694 shares; 2026Q2: 2,234 shares 2,234 $435K 0.03% -460 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $434K 0.03% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,925 shares; 2024Q4: 7,927 shares; 2025Q1: 7,930 shares; 2025Q2: 7,392 shares; 2025Q3: 6,472 shares; 2025Q4: 5,230 shares; 2026Q1: 4,546 shares; 2026Q2: 2,766 shares 2,766 $433K 0.03% -1,780 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,922 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares; 2026Q2: 4,122 shares 4,122 $429K 0.03% 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: 745 shares; 2024Q4: 750 shares; 2025Q1: 870 shares; 2025Q2: 810 shares; 2025Q3: 1,110 shares; 2025Q4: 850 shares; 2026Q1: 840 shares; 2026Q2: 820 shares 820 $428K 0.03% -20 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,103 shares; 2024Q4: 5,198 shares; 2025Q1: 6,346 shares; 2025Q2: 5,924 shares; 2025Q3: 6,324 shares; 2025Q4: 6,164 shares; 2026Q1: 6,164 shares; 2026Q2: 5,954 shares 5,954 $426K 0.03% -210 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,756 shares; 2026Q2: 2,756 shares 2,756 $425K 0.03% 0 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: 6,243 shares; 2024Q4: 6,943 shares; 2025Q1: 7,149 shares; 2025Q2: 6,910 shares; 2025Q3: 6,866 shares; 2025Q4: 20,871 shares; 2026Q1: not reported; 2026Q2: 5,107 shares 5,107 $423K 0.03% new 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $421K 0.03% 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $419K 0.03% 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: 7,743 shares; 2024Q4: 7,386 shares; 2025Q1: 7,226 shares; 2025Q2: 7,226 shares; 2025Q3: 7,226 shares; 2025Q4: 5,876 shares; 2026Q1: 5,876 shares; 2026Q2: 5,876 shares 5,876 $419K 0.03% 0 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 8,974 shares 8,974 $414K 0.03% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,130 shares; 2025Q1: 1,670 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,150 shares 1,150 $413K 0.03% -300 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $412K 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,575 shares; 2026Q1: 4,575 shares; 2026Q2: 4,395 shares 4,395 $405K 0.03% -180 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: 4,713 shares; 2024Q4: 3,163 shares; 2025Q1: 2,950 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 2,950 shares; 2026Q2: 14,750 shares 14,750 $404K 0.03% +11,800 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 9,750 shares; 2025Q4: 12,750 shares; 2026Q1: 15,750 shares; 2026Q2: 15,750 shares 15,750 $403K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,366 shares; 2025Q1: 5,596 shares; 2025Q2: 5,596 shares; 2025Q3: 5,596 shares; 2025Q4: 5,596 shares; 2026Q1: 5,596 shares; 2026Q2: 5,596 shares 5,596 $403K 0.03% 0 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: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $402K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,591 shares; 2024Q4: 5,211 shares; 2025Q1: 5,101 shares; 2025Q2: 5,321 shares; 2025Q3: 5,321 shares; 2025Q4: 4,326 shares; 2026Q1: 3,756 shares; 2026Q2: 3,756 shares 3,756 $402K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 6,815 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares; 2026Q1: 5,065 shares; 2026Q2: 5,065 shares 5,065 $391K 0.03% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,773 shares; 2024Q4: 4,773 shares; 2025Q1: 4,773 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares; 2026Q1: 4,773 shares; 2026Q2: 4,773 shares 4,773 $389K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 1,658 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,684 shares 1,684 $375K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $371K 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,755 shares; 2024Q4: 1,755 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $363K 0.02% 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: 2,700 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 2,848 shares; 2026Q2: 2,848 shares 2,848 $360K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: not reported; 2025Q1: 3,161 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,261 shares; 2026Q1: 3,061 shares; 2026Q2: 3,461 shares 3,461 $358K 0.02% +400 Timeline IBDX 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: 12,250 shares; 2025Q1: 11,600 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,325 shares; 2026Q1: 12,325 shares; 2026Q2: 14,025 shares 14,025 $353K 0.02% +1,700 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: not reported; 2025Q4: not reported; 2026Q1: 905 shares; 2026Q2: 911 shares 911 $342K 0.02% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $332K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $323K 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: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares; 2026Q2: 4,724 shares 4,724 $323K 0.02% -1 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $318K 0.02% 0 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: 1,575 shares; 2024Q4: 1,832 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $316K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 8,320 shares; 2026Q1: 6,920 shares; 2026Q2: 6,945 shares 6,945 $315K 0.02% +25 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 1,145 shares 1,145 $308K 0.02% new 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: 2,030 shares; 2024Q4: 1,640 shares; 2025Q1: 1,540 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,420 shares 1,420 $307K 0.02% -20 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: not reported; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,250 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $302K 0.02% 0 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: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares 3,225 $296K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,518 shares 1,518 $289K 0.02% -2 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $287K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,345 shares; 2024Q4: 5,315 shares; 2025Q1: 5,175 shares; 2025Q2: 5,170 shares; 2025Q3: 4,555 shares; 2025Q4: 4,135 shares; 2026Q1: 2,485 shares; 2026Q2: 1,250 shares 1,250 $287K 0.02% -1,235 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $283K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,622 shares; 2025Q3: 1,657 shares; 2025Q4: 1,712 shares; 2026Q1: 1,812 shares; 2026Q2: 1,781 shares 1,781 $283K 0.02% -31 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,439 shares; 2026Q1: 2,439 shares; 2026Q2: 2,400 shares 2,400 $282K 0.02% -39 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 4,215 shares; 2026Q2: 3,565 shares 3,565 $282K 0.02% -650 Timeline BSV 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: 3,828 shares; 2024Q4: 3,528 shares; 2025Q1: 3,528 shares; 2025Q2: 3,528 shares; 2025Q3: 3,348 shares; 2025Q4: 3,548 shares; 2026Q1: 3,548 shares; 2026Q2: 3,588 shares 3,588 $280K 0.02% +40 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $276K 0.02% 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: 4,436 shares; 2024Q4: 8,871 shares; 2025Q1: not reported; 2025Q2: 8,371 shares; 2025Q3: 8,371 shares; 2025Q4: 7,591 shares; 2026Q1: 7,591 shares; 2026Q2: 7,591 shares 7,591 $274K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,585 shares; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,860 shares; 2026Q1: 1,460 shares; 2026Q2: 1,475 shares 1,475 $273K 0.02% +15 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: 1,869 shares; 2024Q4: 1,871 shares; 2025Q1: 1,873 shares; 2025Q2: 1,876 shares; 2025Q3: 1,878 shares; 2025Q4: 1,785 shares; 2026Q1: 1,787 shares; 2026Q2: 1,789 shares 1,789 $272K 0.02% +2 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,900 shares 5,900 $268K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $268K 0.02% 0 Timeline IBMR 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: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 10,550 shares; 2026Q2: 10,550 shares 10,550 $268K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $267K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares; 2026Q2: 3,471 shares 3,471 $258K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $254K 0.02% 0 Timeline IBMP 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: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $254K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: not reported; 2025Q1: 937 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918 $253K 0.02% 0 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: 2,440 shares; 2024Q4: 2,425 shares; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $250K 0.02% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,333 shares; 2024Q4: 11,024 shares; 2025Q1: 12,424 shares; 2025Q2: 13,099 shares; 2025Q3: 12,277 shares; 2025Q4: 10,040 shares; 2026Q1: 9,365 shares; 2026Q2: 9,365 shares 9,365 $250K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,790 shares; 2026Q1: 5,790 shares; 2026Q2: 4,020 shares 4,020 $242K 0.02% -1,770 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,070 shares; 2024Q4: 34,960 shares; 2025Q1: 22,125 shares; 2025Q2: 19,512 shares; 2025Q3: 17,455 shares; 2025Q4: 14,690 shares; 2026Q1: 12,216 shares; 2026Q2: 9,685 shares 9,685 $238K 0.02% -2,531 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $236K 0.02% 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: 3,230 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 3,075 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,235 shares; 2026Q2: 2,335 shares 2,335 $230K 0.02% -900 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 2,346 shares; 2025Q2: 2,259 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares; 2026Q2: 2,243 shares 2,243 $229K 0.02% 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: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 775 shares 775 $225K 0.02% -400 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,735 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $225K 0.02% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $222K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,850 shares 1,850 $217K 0.01% new Timeline IDEV 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,434 shares 2,434 $217K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares 213 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $214K 0.01% 0 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,510 shares; 2026Q2: 2,200 shares 2,200 $210K 0.01% -310 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 7,690 shares; 2025Q4: 3,490 shares; 2026Q1: not reported; 2026Q2: 1,660 shares 1,660 $210K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 10,880 shares; 2025Q1: 10,880 shares; 2025Q2: 9,810 shares; 2025Q3: 7,710 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,610 shares 5,610 $207K 0.01% new Timeline IBTJ 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: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $206K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $206K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,230 shares; 2026Q2: 2,230 shares 2,230 $204K 0.01% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,587 shares 2,587 $202K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $202K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,770 shares; 2024Q4: 6,320 shares; 2025Q1: 6,320 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 6,020 shares; 2026Q1: not reported; 2026Q2: 6,020 shares 6,020 $201K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,751 shares; 2024Q4: 29,502 shares; 2025Q1: 29,502 shares; 2025Q2: 29,502 shares; 2025Q3: 29,502 shares; 2025Q4: 19,668 shares; 2026Q1: 19,668 shares; 2026Q2: 19,668 shares 19,668 $44.3K <0.01% 0 Timeline