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; 2024Q4: 465,839 shares; 2025Q1: 465,611 shares; 2025Q2: 455,909 shares; 2025Q3: 455,081 shares; 2025Q4: 453,872 shares; 2026Q1: 453,109 shares; 2026Q2: 452,660 shares; 2026Q3: 452,369 shares 452,369 $38.9M 11.56% -291 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,716 shares; 2025Q1: 69,110 shares; 2025Q2: 66,710 shares; 2025Q3: 65,236 shares; 2025Q4: 64,270 shares; 2026Q1: 64,006 shares; 2026Q2: 253,707 shares; 2026Q3: 252,751 shares 252,751 $31.7M 9.4% -956 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,726 shares; 2025Q1: 118,069 shares; 2025Q2: 114,125 shares; 2025Q3: 113,836 shares; 2025Q4: 113,949 shares; 2026Q1: 111,015 shares; 2026Q2: 109,904 shares; 2026Q3: 105,963 shares 105,963 $26.3M 7.8% -3,941 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,190 shares; 2025Q1: 120,190 shares; 2025Q2: 120,190 shares; 2025Q3: 107,190 shares; 2025Q4: 107,190 shares; 2026Q1: 107,190 shares; 2026Q2: 107,154 shares; 2026Q3: 107,155 shares 107,155 $26.2M 7.78% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 192,999 shares; 2025Q1: 188,596 shares; 2025Q2: 183,040 shares; 2025Q3: 182,133 shares; 2025Q4: 182,434 shares; 2026Q1: 181,368 shares; 2026Q2: 179,719 shares; 2026Q3: 177,997 shares 177,997 $19M 5.64% -1,722 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; 2024Q4: 167,199 shares; 2025Q1: 163,845 shares; 2025Q2: 154,222 shares; 2025Q3: 180,767 shares; 2025Q4: 189,688 shares; 2026Q1: 189,923 shares; 2026Q2: 188,437 shares; 2026Q3: 188,593 shares 188,593 $13.3M 3.95% +156 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,599 shares; 2025Q1: 203,686 shares; 2025Q2: 193,147 shares; 2025Q3: 166,490 shares; 2025Q4: 167,983 shares; 2026Q1: 168,028 shares; 2026Q2: 165,149 shares; 2026Q3: 162,905 shares 162,905 $9.66M 2.87% -2,244 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332,721 shares; 2026Q2: 342,791 shares; 2026Q3: 352,818 shares 352,818 $8.54M 2.54% +10,027 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,727 shares; 2025Q1: 157,457 shares; 2025Q2: 143,231 shares; 2025Q3: 138,038 shares; 2025Q4: 129,078 shares; 2026Q1: 122,506 shares; 2026Q2: 119,596 shares; 2026Q3: 119,574 shares 119,574 $7.99M 2.37% -22 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,946 shares; 2025Q1: 24,899 shares; 2025Q2: 22,792 shares; 2025Q3: 24,245 shares; 2025Q4: 23,485 shares; 2026Q1: 23,475 shares; 2026Q2: 22,441 shares; 2026Q3: 22,622 shares 22,622 $7.53M 2.24% +181 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,720 shares; 2025Q1: 30,438 shares; 2025Q2: 29,303 shares; 2025Q3: 27,534 shares; 2025Q4: 26,856 shares; 2026Q1: 24,835 shares; 2026Q2: 24,589 shares; 2026Q3: 24,288 shares 24,288 $6.75M 2% -301 Timeline BLV 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; 2024Q4: 94,267 shares; 2025Q1: 92,468 shares; 2025Q2: 91,514 shares; 2025Q3: 92,898 shares; 2025Q4: 95,289 shares; 2026Q1: 97,243 shares; 2026Q2: 99,799 shares; 2026Q3: 104,271 shares 104,271 $6.54M 1.94% +4,472 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,692 shares; 2025Q1: 57,686 shares; 2025Q2: 61,479 shares; 2025Q3: 59,228 shares; 2025Q4: 75,161 shares; 2026Q1: 61,077 shares; 2026Q2: 62,249 shares; 2026Q3: 62,649 shares 62,649 $6.3M 1.87% +400 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,978 shares; 2025Q1: 25,406 shares; 2025Q2: 24,423 shares; 2025Q3: 25,626 shares; 2025Q4: 23,576 shares; 2026Q1: 23,700 shares; 2026Q2: 22,375 shares; 2026Q3: 22,855 shares 22,855 $5.22M 1.55% +480 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,976 shares; 2025Q1: 9,840 shares; 2025Q2: 8,704 shares; 2025Q3: 8,947 shares; 2025Q4: 9,623 shares; 2026Q1: 8,636 shares; 2026Q2: 9,690 shares; 2026Q3: 9,991 shares 9,991 $5.12M 1.52% +301 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,923 shares; 2025Q2: 19,787 shares; 2025Q3: 68,738 shares; 2025Q4: 64,311 shares; 2026Q1: 91,463 shares; 2026Q2: 81,692 shares; 2026Q3: 56,350 shares 56,350 $4.27M 1.27% -25,342 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,761 shares; 2025Q1: 48,374 shares; 2025Q2: 41,184 shares; 2025Q3: 40,761 shares; 2025Q4: 39,335 shares; 2026Q1: 39,328 shares; 2026Q2: 38,309 shares; 2026Q3: 37,516 shares 37,516 $3.9M 1.16% -793 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,217 shares; 2025Q1: 24,575 shares; 2025Q2: 25,022 shares; 2025Q3: 25,233 shares; 2025Q4: 24,871 shares; 2026Q1: 22,968 shares; 2026Q2: 22,652 shares; 2026Q3: 21,223 shares 21,223 $3.37M 1% -1,429 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,473 shares; 2025Q1: 14,571 shares; 2025Q2: 13,932 shares; 2025Q3: 13,876 shares; 2025Q4: 13,278 shares; 2026Q1: 13,104 shares; 2026Q2: 12,424 shares; 2026Q3: 12,428 shares 12,428 $3.29M 0.98% +4 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; 2024Q4: 858 shares; 2025Q1: 855 shares; 2025Q2: 845 shares; 2025Q3: 1,923 shares; 2025Q4: 1,849 shares; 2026Q1: 1,862 shares; 2026Q2: 2,695 shares; 2026Q3: 2,692 shares 2,692 $3.11M 0.92% -3 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,698 shares; 2025Q1: 8,738 shares; 2025Q2: 8,533 shares; 2025Q3: 8,766 shares; 2025Q4: 8,522 shares; 2026Q1: 8,611 shares; 2026Q2: 8,365 shares; 2026Q3: 8,402 shares 8,402 $3.02M 0.9% +37 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; 2024Q4: 39,866 shares; 2025Q1: 39,828 shares; 2025Q2: 38,615 shares; 2025Q3: 38,379 shares; 2025Q4: 35,629 shares; 2026Q1: 35,475 shares; 2026Q2: 26,594 shares; 2026Q3: 26,603 shares 26,603 $2.86M 0.85% +9 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,289 shares; 2025Q1: 5,546 shares; 2025Q2: 3,958 shares; 2025Q3: 4,000 shares; 2025Q4: 3,721 shares; 2026Q1: 6,125 shares; 2026Q2: 5,990 shares; 2026Q3: 8,036 shares 8,036 $2.82M 0.84% +2,046 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 960 shares; 2025Q3: 1,022 shares; 2025Q4: 964 shares; 2026Q1: 2,976 shares; 2026Q2: 4,788 shares; 2026Q3: 4,770 shares 4,770 $2.63M 0.78% -18 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,435 shares; 2025Q1: 6,609 shares; 2025Q2: 6,773 shares; 2025Q3: 7,629 shares; 2025Q4: 7,268 shares; 2026Q1: 7,322 shares; 2026Q2: 7,201 shares; 2026Q3: 7,226 shares 7,226 $2.49M 0.74% +25 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,504 shares; 2025Q1: 2,518 shares; 2025Q2: 2,415 shares; 2025Q3: 2,394 shares; 2025Q4: 2,256 shares; 2026Q1: 2,217 shares; 2026Q2: 2,186 shares; 2026Q3: 2,179 shares 2,179 $2.31M 0.68% -7 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; 2024Q4: 10,083 shares; 2025Q1: 10,173 shares; 2025Q2: 9,450 shares; 2025Q3: 9,401 shares; 2025Q4: 9,329 shares; 2026Q1: 7,964 shares; 2026Q2: 29,363 shares; 2026Q3: 29,032 shares 29,032 $2.28M 0.68% -331 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,556 shares; 2025Q1: 131,812 shares; 2025Q2: 131,236 shares; 2025Q3: 131,832 shares; 2025Q4: 132,465 shares; 2026Q1: 67,232 shares; 2026Q2: 67,184 shares; 2026Q3: 67,987 shares 67,987 $2.27M 0.67% +803 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; 2024Q4: 16,648 shares; 2025Q1: 16,627 shares; 2025Q2: 15,834 shares; 2025Q3: 16,033 shares; 2025Q4: 14,951 shares; 2026Q1: 14,936 shares; 2026Q2: 14,628 shares; 2026Q3: 14,621 shares 14,621 $2.22M 0.66% -7 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; 2024Q4: 9,557 shares; 2025Q1: 9,584 shares; 2025Q2: 9,255 shares; 2025Q3: 9,224 shares; 2025Q4: 8,930 shares; 2026Q1: 8,922 shares; 2026Q2: 8,655 shares; 2026Q3: 8,612 shares 8,612 $2.22M 0.66% -43 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; 2024Q4: 33,042 shares; 2025Q1: 33,347 shares; 2025Q2: 32,477 shares; 2025Q3: 32,397 shares; 2025Q4: 31,433 shares; 2026Q1: 31,399 shares; 2026Q2: 29,462 shares; 2026Q3: 29,064 shares 29,064 $2.2M 0.65% -398 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,646 shares; 2025Q1: 20,456 shares; 2025Q2: 19,953 shares; 2025Q3: 19,872 shares; 2025Q4: 19,187 shares; 2026Q1: 19,334 shares; 2026Q2: 21,116 shares; 2026Q3: 21,410 shares 21,410 $2.12M 0.63% +294 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; 2024Q4: 8,249 shares; 2025Q1: 8,195 shares; 2025Q2: 7,588 shares; 2025Q3: 7,786 shares; 2025Q4: 7,747 shares; 2026Q1: 8,666 shares; 2026Q2: 10,107 shares; 2026Q3: 11,435 shares 11,435 $2.1M 0.62% +1,328 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,557 shares; 2025Q1: 26,472 shares; 2025Q2: 19,341 shares; 2025Q3: 19,295 shares; 2025Q4: 19,247 shares; 2026Q1: 19,247 shares; 2026Q2: 19,183 shares; 2026Q3: 18,462 shares 18,462 $2.07M 0.62% -721 Timeline JMST 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 6,364 shares; 2025Q4: 12,087 shares; 2026Q1: 15,955 shares; 2026Q2: 22,920 shares; 2026Q3: 39,141 shares 39,141 $1.98M 0.59% +16,221 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; 2024Q4: 15,841 shares; 2025Q1: 15,618 shares; 2025Q2: 15,150 shares; 2025Q3: 14,400 shares; 2025Q4: 13,796 shares; 2026Q1: 13,418 shares; 2026Q2: 13,574 shares; 2026Q3: 13,622 shares 13,622 $1.98M 0.59% +48 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; 2024Q4: 30,051 shares; 2025Q1: 33,538 shares; 2025Q2: 32,708 shares; 2025Q3: 32,696 shares; 2025Q4: 33,344 shares; 2026Q1: 33,553 shares; 2026Q2: 33,522 shares; 2026Q3: 33,551 shares 33,551 $1.94M 0.58% +29 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; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 477 shares; 2025Q4: 434 shares; 2026Q1: 568 shares; 2026Q2: 4,873 shares; 2026Q3: 4,874 shares 4,874 $1.92M 0.57% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,151 shares; 2025Q1: 17,030 shares; 2025Q2: 16,591 shares; 2025Q3: 16,542 shares; 2025Q4: 16,537 shares; 2026Q1: 17,099 shares; 2026Q2: 18,596 shares; 2026Q3: 18,516 shares 18,516 $1.82M 0.54% -80 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; 2024Q4: 2,245 shares; 2025Q1: 2,186 shares; 2025Q2: 2,066 shares; 2025Q3: 2,154 shares; 2025Q4: 2,041 shares; 2026Q1: 2,039 shares; 2026Q2: 2,001 shares; 2026Q3: 1,993 shares 1,993 $1.81M 0.54% -8 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; 2024Q4: 8,055 shares; 2025Q1: 8,042 shares; 2025Q2: 6,691 shares; 2025Q3: 6,964 shares; 2025Q4: 6,726 shares; 2026Q1: 6,711 shares; 2026Q2: 6,420 shares; 2026Q3: 6,346 shares 6,346 $1.81M 0.54% -74 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,326 shares; 2025Q1: 14,454 shares; 2025Q2: 14,076 shares; 2025Q3: 14,044 shares; 2025Q4: 13,971 shares; 2026Q1: 14,038 shares; 2026Q2: 13,844 shares; 2026Q3: 13,792 shares 13,792 $1.79M 0.53% -52 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,524 shares; 2025Q1: 8,522 shares; 2025Q2: 8,229 shares; 2025Q3: 8,175 shares; 2025Q4: 7,784 shares; 2026Q1: 7,791 shares; 2026Q2: 7,659 shares; 2026Q3: 7,698 shares 7,698 $1.78M 0.53% +39 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; 2024Q4: 6,145 shares; 2025Q1: 6,548 shares; 2025Q2: 6,850 shares; 2025Q3: 7,775 shares; 2025Q4: 7,240 shares; 2026Q1: 7,227 shares; 2026Q2: 6,941 shares; 2026Q3: 6,988 shares 6,988 $1.74M 0.52% +47 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; 2024Q4: 5,612 shares; 2025Q1: 5,630 shares; 2025Q2: 5,500 shares; 2025Q3: 5,624 shares; 2025Q4: 5,213 shares; 2026Q1: 4,657 shares; 2026Q2: 3,921 shares; 2026Q3: 3,913 shares 3,913 $1.55M 0.46% -8 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; 2024Q4: 5,031 shares; 2025Q1: 5,029 shares; 2025Q2: 4,888 shares; 2025Q3: 4,888 shares; 2025Q4: 4,714 shares; 2026Q1: 4,714 shares; 2026Q2: 4,664 shares; 2026Q3: 4,689 shares 4,689 $1.55M 0.46% +25 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,572 shares; 2025Q1: 3,542 shares; 2025Q2: 3,417 shares; 2025Q3: 3,321 shares; 2025Q4: 3,156 shares; 2026Q1: 3,154 shares; 2026Q2: 3,083 shares; 2026Q3: 3,083 shares 3,083 $1.46M 0.43% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,382 shares; 2025Q1: 5,463 shares; 2025Q2: 4,596 shares; 2025Q3: 4,456 shares; 2025Q4: 4,354 shares; 2026Q1: 4,351 shares; 2026Q2: 4,227 shares; 2026Q3: 4,144 shares 4,144 $1.43M 0.42% -83 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,238 shares; 2025Q1: 4,364 shares; 2025Q2: 3,469 shares; 2025Q3: 3,460 shares; 2025Q4: 3,380 shares; 2026Q1: 3,430 shares; 2026Q2: 3,208 shares; 2026Q3: 3,188 shares 3,188 $1.34M 0.4% -20 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,177 shares; 2025Q3: 4,187 shares; 2025Q4: 3,855 shares; 2026Q1: 3,851 shares; 2026Q2: 3,920 shares; 2026Q3: 3,882 shares 3,882 $1.32M 0.39% -38 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; 2024Q4: 1,890 shares; 2025Q1: 1,896 shares; 2025Q2: 1,953 shares; 2025Q3: 1,940 shares; 2025Q4: 1,773 shares; 2026Q1: 1,823 shares; 2026Q2: 1,730 shares; 2026Q3: 1,814 shares 1,814 $1.32M 0.39% +84 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,384 shares; 2025Q1: 5,381 shares; 2025Q2: 5,266 shares; 2025Q3: 5,109 shares; 2025Q4: 4,769 shares; 2026Q1: 4,764 shares; 2026Q2: 4,681 shares; 2026Q3: 4,674 shares 4,674 $1.28M 0.38% -7 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,581 shares; 2025Q1: 17,147 shares; 2025Q2: 16,111 shares; 2025Q3: 16,876 shares; 2025Q4: 15,196 shares; 2026Q1: 12,635 shares; 2026Q2: 12,185 shares; 2026Q3: 12,126 shares 12,126 $1.26M 0.37% -59 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,826 shares; 2025Q1: 11,246 shares; 2025Q2: 10,954 shares; 2025Q3: 11,504 shares; 2025Q4: 10,519 shares; 2026Q1: 15,303 shares; 2026Q2: 5,014 shares; 2026Q3: 17,046 shares 17,046 $1.19M 0.35% +12,032 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; 2024Q4: 3,936 shares; 2025Q1: 3,954 shares; 2025Q2: 3,791 shares; 2025Q3: 3,773 shares; 2025Q4: 3,575 shares; 2026Q1: 3,571 shares; 2026Q2: 3,485 shares; 2026Q3: 3,470 shares 3,470 $1.15M 0.34% -15 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,447 shares; 2025Q1: 21,250 shares; 2025Q2: 20,769 shares; 2025Q3: 20,720 shares; 2025Q4: 21,516 shares; 2026Q1: 21,497 shares; 2026Q2: 21,069 shares; 2026Q3: 21,029 shares 21,029 $1.15M 0.34% -40 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,958 shares; 2026Q2: 10,623 shares; 2026Q3: 10,582 shares 10,582 $1.15M 0.34% -41 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; 2024Q4: 2,191 shares; 2025Q1: 2,278 shares; 2025Q2: 2,132 shares; 2025Q3: 2,127 shares; 2025Q4: 2,025 shares; 2026Q1: 1,944 shares; 2026Q2: 1,671 shares; 2026Q3: 1,721 shares 1,721 $1.05M 0.31% +50 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; 2024Q4: 11,407 shares; 2025Q1: 11,409 shares; 2025Q2: 10,952 shares; 2025Q3: 10,980 shares; 2025Q4: 10,870 shares; 2026Q1: 10,856 shares; 2026Q2: 10,389 shares; 2026Q3: 10,365 shares 10,365 $1.04M 0.31% -24 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; 2024Q4: 20,796 shares; 2025Q1: 20,796 shares; 2025Q2: 20,798 shares; 2025Q3: 21,066 shares; 2025Q4: 18,450 shares; 2026Q1: 18,452 shares; 2026Q2: 18,552 shares; 2026Q3: 18,622 shares 18,622 $1.01M 0.3% +70 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,220 shares; 2026Q3: 6,257 shares 6,257 $1.01M 0.3% +37 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,154 shares; 2025Q1: 8,404 shares; 2025Q2: 7,938 shares; 2025Q3: 7,898 shares; 2025Q4: 7,948 shares; 2026Q1: 7,942 shares; 2026Q2: 7,454 shares; 2026Q3: 7,453 shares 7,453 $968K 0.29% -1 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; 2024Q4: 3,018 shares; 2025Q1: 2,941 shares; 2025Q2: 2,314 shares; 2025Q3: 2,722 shares; 2025Q4: 2,612 shares; 2026Q1: 2,567 shares; 2026Q2: 2,580 shares; 2026Q3: 2,597 shares 2,597 $953K 0.28% +17 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; 2024Q4: 11,032 shares; 2025Q1: 11,032 shares; 2025Q2: 11,071 shares; 2025Q3: 11,071 shares; 2025Q4: 10,710 shares; 2026Q1: 10,710 shares; 2026Q2: 10,782 shares; 2026Q3: 10,918 shares 10,918 $874K 0.26% +136 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,565 shares 11,565 $860K 0.26% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,750 shares; 2025Q1: 3,757 shares; 2025Q2: 3,437 shares; 2025Q3: 3,417 shares; 2025Q4: 3,224 shares; 2026Q1: 3,223 shares; 2026Q2: 3,103 shares; 2026Q3: 3,100 shares 3,100 $854K 0.25% -3 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; 2024Q4: 4,385 shares; 2025Q1: 4,440 shares; 2025Q2: 3,934 shares; 2025Q3: 3,922 shares; 2025Q4: 3,798 shares; 2026Q1: 3,749 shares; 2026Q2: 3,558 shares; 2026Q3: 3,532 shares 3,532 $836K 0.25% -26 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares; 2026Q1: 1,950 shares; 2026Q2: 2,097 shares; 2026Q3: 2,700 shares 2,700 $811K 0.24% +603 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,879 shares; 2025Q1: 2,885 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares; 2026Q2: 2,884 shares; 2026Q3: 2,890 shares 2,890 $800K 0.24% +6 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; 2024Q4: 7,263 shares; 2025Q1: 7,624 shares; 2025Q2: 6,740 shares; 2025Q3: 7,425 shares; 2025Q4: 7,639 shares; 2026Q1: 7,682 shares; 2026Q2: 7,481 shares; 2026Q3: 7,452 shares 7,452 $777K 0.23% -29 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,052 shares; 2025Q1: 2,763 shares; 2025Q2: 2,310 shares; 2025Q3: 2,247 shares; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares; 2026Q2: 2,014 shares; 2026Q3: 2,037 shares 2,037 $723K 0.21% +23 Timeline JMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,520 shares 14,520 $691K 0.21% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,790 shares; 2025Q1: 13,593 shares; 2025Q2: 13,242 shares; 2025Q3: 13,217 shares; 2025Q4: 13,376 shares; 2026Q1: 13,446 shares; 2026Q2: 12,707 shares; 2026Q3: 12,684 shares 12,684 $689K 0.2% -23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,085 shares; 2026Q3: 4,109 shares 4,109 $669K 0.2% +24 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; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,338 shares; 2025Q3: 1,533 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,379 shares; 2026Q3: 1,323 shares 1,323 $659K 0.2% -56 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,981 shares; 2025Q1: 21,062 shares; 2025Q2: 19,029 shares; 2025Q3: 18,939 shares; 2025Q4: 17,855 shares; 2026Q1: 17,836 shares; 2026Q2: 9,094 shares; 2026Q3: 18,676 shares 18,676 $584K 0.17% +9,582 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares; 2026Q3: 1,079 shares 1,079 $539K 0.16% -55 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,458 shares; 2026Q2: 5,536 shares; 2026Q3: 5,536 shares 5,536 $518K 0.15% 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; 2024Q4: 5,998 shares; 2025Q1: 6,114 shares; 2025Q2: 6,200 shares; 2025Q3: 6,201 shares; 2025Q4: 6,032 shares; 2026Q1: 6,033 shares; 2026Q2: 6,048 shares; 2026Q3: 5,889 shares 5,889 $488K 0.14% -159 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; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares; 2026Q2: 1,714 shares; 2026Q3: 1,714 shares 1,714 $488K 0.14% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,736 shares 1,736 $479K 0.14% new 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; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,357 shares; 2025Q3: 1,359 shares; 2025Q4: 1,311 shares; 2026Q1: 1,313 shares; 2026Q2: 1,315 shares; 2026Q3: 1,323 shares 1,323 $471K 0.14% +8 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; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 3,732 shares; 2026Q3: 3,736 shares 3,736 $470K 0.14% +4 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares; 2026Q3: 262 shares 262 $456K 0.14% +11 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 435 shares; 2026Q1: not reported; 2026Q2: 410 shares; 2026Q3: 1,669 shares 1,669 $442K 0.13% +1,259 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,374 shares; 2025Q3: 1,512 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,375 shares; 2026Q3: 1,391 shares 1,391 $434K 0.13% +16 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; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 773 shares; 2026Q2: 643 shares; 2026Q3: 545 shares 545 $416K 0.12% -98 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,519 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 585 shares; 2026Q3: 549 shares 549 $414K 0.12% -36 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares; 2026Q3: 2,465 shares 2,465 $410K 0.12% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,789 shares; 2025Q1: 29,789 shares; 2025Q2: 29,820 shares; 2025Q3: 30,364 shares; 2025Q4: 32,394 shares; 2026Q1: 32,394 shares; 2026Q2: 32,394 shares; 2026Q3: 27,344 shares 27,344 $378K 0.11% -5,050 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares; 2026Q2: 2,386 shares; 2026Q3: 2,101 shares 2,101 $359K 0.11% -285 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,435 shares; 2026Q3: 3,694 shares 3,694 $347K 0.1% -1,741 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,521 shares; 2026Q3: 1,263 shares 1,263 $344K 0.1% -258 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,036 shares 2,036 $331K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 323 shares; 2026Q1: 347 shares; 2026Q2: 341 shares; 2026Q3: 346 shares 346 $329K 0.1% +5 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares; 2026Q2: 1,144 shares; 2026Q3: 927 shares 927 $328K 0.1% -217 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 689 shares; 2026Q3: 700 shares 700 $319K 0.09% +11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 529 shares; 2026Q3: 561 shares 561 $287K 0.09% +32 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,727 shares; 2025Q1: 1,727 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: not reported; 2026Q3: 1,427 shares 1,427 $284K 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares; 2026Q2: 332 shares; 2026Q3: 348 shares 348 $282K 0.08% +16 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177 shares; 2026Q3: 251 shares 251 $267K 0.08% +74 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; 2024Q4: 41,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,841 shares; 2026Q1: 10,408 shares; 2026Q2: 5,434 shares; 2026Q3: 2,853 shares 2,853 $261K 0.08% -2,581 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 376 shares; 2025Q1: 377 shares; 2025Q2: 381 shares; 2025Q3: 406 shares; 2025Q4: 3,550 shares; 2026Q1: 3,410 shares; 2026Q2: 3,471 shares; 2026Q3: 3,683 shares 3,683 $256K 0.08% +212 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,020 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 985 shares 985 $252K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 134 shares 134 $243K 0.07% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: not reported; 2025Q3: 983 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares; 2026Q3: 917 shares 917 $240K 0.07% +47 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,094 shares; 2025Q1: 2,165 shares; 2025Q2: not reported; 2025Q3: 2,711 shares; 2025Q4: not reported; 2026Q1: 1,844 shares; 2026Q2: not reported; 2026Q3: 1,867 shares 1,867 $234K 0.07% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,221 shares; 2025Q1: 5,224 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares; 2026Q1: 4,951 shares; 2026Q2: 4,966 shares; 2026Q3: 4,975 shares 4,975 $230K 0.07% +9 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 439 shares; 2026Q3: 438 shares 438 $229K 0.07% -1 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,935 shares; 2026Q2: 2,935 shares; 2026Q3: 2,961 shares 2,961 $228K 0.07% +26 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 105 shares; 2025Q3: 110 shares; 2025Q4: 130 shares; 2026Q1: 148 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $225K 0.07% 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; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares; 2026Q2: 2,595 shares; 2026Q3: 2,595 shares 2,595 $222K 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,157 shares 1,157 $216K 0.06% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,211 shares; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares; 2026Q2: 2,842 shares; 2026Q3: 2,842 shares 2,842 $212K 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares; 2026Q2: not reported; 2026Q3: 1,030 shares 1,030 $210K 0.06% new Timeline JPST 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,172 shares 4,172 $210K 0.06% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676 shares; 2026Q3: 679 shares 679 $209K 0.06% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,145 shares; 2026Q2: 614 shares; 2026Q3: 635 shares 635 $209K 0.06% +21 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,465 shares; 2026Q3: 1,457 shares 1,457 $208K 0.06% -8 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,676 shares; 2025Q1: 3,705 shares; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,310 shares; 2026Q1: 3,303 shares; 2026Q2: 2,938 shares; 2026Q3: 3,014 shares 3,014 $206K 0.06% +76 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,829 shares; 2025Q4: 2,737 shares; 2026Q1: 2,737 shares; 2026Q2: 2,637 shares; 2026Q3: 2,125 shares 2,125 $202K 0.06% -512 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,941 shares 2,941 $202K 0.06% new Timeline