AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,896 shares; 2024Q4: 110,826 shares; 2025Q1: 107,351 shares; 2025Q2: 108,508 shares; 2025Q3: 107,519 shares; 2025Q4: 106,086 shares; 2026Q1: 107,787 shares; 2026Q2: 107,732 shares 107,732 $31.2M 6.23% -55 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: 118,426 shares; 2024Q4: 118,500 shares; 2025Q1: 133,436 shares; 2025Q2: 134,398 shares; 2025Q3: 129,317 shares; 2025Q4: 125,605 shares; 2026Q1: 129,499 shares; 2026Q2: 129,513 shares 129,513 $25.9M 5.17% +14 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: 51,975 shares; 2024Q4: 51,626 shares; 2025Q1: 54,615 shares; 2025Q2: 54,343 shares; 2025Q3: 52,957 shares; 2025Q4: 52,064 shares; 2026Q1: 55,073 shares; 2026Q2: 55,939 shares 55,939 $20.9M 4.17% +866 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: 67,265 shares; 2024Q4: 67,022 shares; 2025Q1: 64,591 shares; 2025Q2: 65,588 shares; 2025Q3: 63,282 shares; 2025Q4: 55,213 shares; 2026Q1: 54,357 shares; 2026Q2: 53,553 shares 53,553 $19.1M 3.82% -804 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: 35,229 shares; 2024Q4: 35,450 shares; 2025Q1: 35,325 shares; 2025Q2: 35,336 shares; 2025Q3: 34,664 shares; 2025Q4: 29,576 shares; 2026Q1: 27,537 shares; 2026Q2: 26,073 shares 26,073 $18.9M 3.76% -1,464 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: 63,020 shares; 2024Q4: 63,005 shares; 2025Q1: 62,900 shares; 2025Q2: 65,024 shares; 2025Q3: 64,436 shares; 2025Q4: 63,779 shares; 2026Q1: 65,637 shares; 2026Q2: 66,146 shares 66,146 $15.8M 3.15% +509 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: 47,915 shares; 2024Q4: 47,228 shares; 2025Q1: 45,798 shares; 2025Q2: 45,502 shares; 2025Q3: 43,360 shares; 2025Q4: 42,977 shares; 2026Q1: 43,754 shares; 2026Q2: 42,859 shares 42,859 $14M 2.8% -895 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,144 shares; 2026Q1: 32,575 shares; 2026Q2: 31,651 shares 31,651 $13.7M 2.73% -924 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: 12,529 shares; 2024Q4: 12,508 shares; 2025Q1: 11,574 shares; 2025Q2: 11,874 shares; 2025Q3: 11,623 shares; 2025Q4: 11,035 shares; 2026Q1: 10,694 shares; 2026Q2: 10,522 shares 10,522 $11.2M 2.24% -172 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: 5,227 shares; 2024Q4: 5,271 shares; 2025Q1: 7,813 shares; 2025Q2: 8,180 shares; 2025Q3: 8,501 shares; 2025Q4: 8,457 shares; 2026Q1: 8,879 shares; 2026Q2: 9,201 shares 9,201 $11M 2.2% +322 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: 90,807 shares; 2024Q4: 89,666 shares; 2025Q1: 77,547 shares; 2025Q2: 77,458 shares; 2025Q3: 76,095 shares; 2025Q4: 76,147 shares; 2026Q1: 73,044 shares; 2026Q2: 72,886 shares 72,886 $8.26M 1.65% -158 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: 47,635 shares; 2024Q4: 48,146 shares; 2025Q1: 54,681 shares; 2025Q2: 60,339 shares; 2025Q3: 65,030 shares; 2025Q4: 66,414 shares; 2026Q1: 65,039 shares; 2026Q2: 63,317 shares 63,317 $8.14M 1.62% -1,722 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: not reported; 2025Q1: 17,096 shares; 2025Q2: 18,572 shares; 2025Q3: 19,130 shares; 2025Q4: 18,197 shares; 2026Q1: 20,142 shares; 2026Q2: 21,047 shares 21,047 $7.95M 1.59% +905 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: 35,234 shares; 2024Q4: 35,308 shares; 2025Q1: 35,379 shares; 2025Q2: 36,992 shares; 2025Q3: 33,273 shares; 2025Q4: 31,822 shares; 2026Q1: 31,130 shares; 2026Q2: 30,772 shares 30,772 $7.82M 1.56% -358 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: 3,219 shares; 2024Q4: 6,884 shares; 2025Q1: 10,665 shares; 2025Q2: 12,176 shares; 2025Q3: 16,566 shares; 2025Q4: 19,403 shares; 2026Q1: 22,599 shares; 2026Q2: 22,728 shares 22,728 $7.75M 1.55% +129 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: 48,827 shares; 2024Q4: 48,993 shares; 2025Q1: 60,418 shares; 2025Q2: 61,148 shares; 2025Q3: 56,330 shares; 2025Q4: 51,786 shares; 2026Q1: 53,228 shares; 2026Q2: 53,545 shares 53,545 $7.32M 1.46% +317 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,295 shares; 2024Q4: 76,567 shares; 2025Q1: 70,226 shares; 2025Q2: 72,629 shares; 2025Q3: 72,957 shares; 2025Q4: 71,737 shares; 2026Q1: 72,047 shares; 2026Q2: 71,571 shares 71,571 $7.08M 1.41% -476 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: 21,239 shares; 2024Q4: 21,208 shares; 2025Q1: 20,370 shares; 2025Q2: 21,068 shares; 2025Q3: 21,367 shares; 2025Q4: 20,482 shares; 2026Q1: 19,541 shares; 2026Q2: 19,544 shares 19,544 $6.71M 1.34% +3 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: 19,226 shares; 2024Q4: 17,585 shares; 2025Q1: 20,544 shares; 2025Q2: 19,048 shares; 2025Q3: 19,562 shares; 2025Q4: 37,973 shares; 2026Q1: 35,540 shares; 2026Q2: 34,758 shares 34,758 $6.62M 1.32% -782 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: 35,953 shares; 2024Q4: 35,686 shares; 2025Q1: 36,138 shares; 2025Q2: 36,264 shares; 2025Q3: 35,434 shares; 2025Q4: 34,733 shares; 2026Q1: 34,141 shares; 2026Q2: 34,243 shares 34,243 $6.5M 1.3% +102 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,896 shares; 2024Q4: 108,683 shares; 2025Q1: 133,116 shares; 2025Q2: 133,791 shares; 2025Q3: 127,044 shares; 2025Q4: 125,162 shares; 2026Q1: 127,014 shares; 2026Q2: 126,424 shares 126,424 $6.26M 1.25% -590 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: 1,555 shares; 2024Q4: 1,570 shares; 2025Q1: 5,568 shares; 2025Q2: 6,429 shares; 2025Q3: 6,807 shares; 2025Q4: 7,892 shares; 2026Q1: 8,631 shares; 2026Q2: 9,150 shares 9,150 $5.15M 1.03% +519 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: 16,034 shares; 2024Q4: 15,960 shares; 2025Q1: 15,532 shares; 2025Q2: 15,474 shares; 2025Q3: 15,982 shares; 2025Q4: 15,724 shares; 2026Q1: 15,267 shares; 2026Q2: 15,117 shares 15,117 $5.15M 1.03% -150 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: 11,925 shares; 2024Q4: 11,508 shares; 2025Q1: 11,583 shares; 2025Q2: 11,976 shares; 2025Q3: 11,715 shares; 2025Q4: 11,436 shares; 2026Q1: 11,875 shares; 2026Q2: 11,972 shares 11,972 $5.1M 1.02% +97 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: 87,230 shares; 2024Q4: 87,515 shares; 2025Q1: 89,320 shares; 2025Q2: 91,294 shares; 2025Q3: 87,062 shares; 2025Q4: 83,422 shares; 2026Q1: 87,489 shares; 2026Q2: 88,169 shares 88,169 $5.02M 1% +680 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,990 shares; 2024Q4: 442,634 shares; 2025Q1: 427,010 shares; 2025Q2: 453,260 shares; 2025Q3: 459,670 shares; 2025Q4: 439,745 shares; 2026Q1: 440,393 shares; 2026Q2: 457,054 shares 457,054 $4.95M 0.99% +16,661 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: 13,058 shares; 2024Q4: 13,058 shares; 2025Q1: 13,826 shares; 2025Q2: 13,801 shares; 2025Q3: 13,781 shares; 2025Q4: 13,776 shares; 2026Q1: 13,756 shares; 2026Q2: 13,061 shares 13,061 $4.88M 0.97% -695 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: 38,533 shares; 2024Q4: 37,144 shares; 2025Q1: 32,629 shares; 2025Q2: 33,111 shares; 2025Q3: 31,109 shares; 2025Q4: 29,561 shares; 2026Q1: 29,326 shares; 2026Q2: 29,159 shares 29,159 $4.83M 0.97% -167 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: 14,042 shares; 2024Q4: 14,122 shares; 2025Q1: 14,262 shares; 2025Q2: 14,617 shares; 2025Q3: 14,522 shares; 2025Q4: 14,067 shares; 2026Q1: 13,722 shares; 2026Q2: 13,402 shares 13,402 $4.74M 0.95% -320 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: 34,137 shares; 2024Q4: 33,873 shares; 2025Q1: 33,342 shares; 2025Q2: 32,520 shares; 2025Q3: 32,567 shares; 2025Q4: 32,568 shares; 2026Q1: 32,574 shares; 2026Q2: 32,143 shares 32,143 $4.71M 0.94% -431 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,632 shares; 2024Q4: 17,428 shares; 2025Q1: 17,509 shares; 2025Q2: 17,517 shares; 2025Q3: 17,298 shares; 2025Q4: 17,787 shares; 2026Q1: 17,314 shares; 2026Q2: 17,212 shares 17,212 $4.65M 0.93% -102 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: 20,560 shares; 2024Q4: 20,295 shares; 2025Q1: 20,273 shares; 2025Q2: 20,065 shares; 2025Q3: 19,517 shares; 2025Q4: 19,307 shares; 2026Q1: 18,845 shares; 2026Q2: 18,365 shares 18,365 $4.62M 0.92% -480 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,234 shares; 2024Q4: 36,411 shares; 2025Q1: 36,879 shares; 2025Q2: 38,431 shares; 2025Q3: 38,822 shares; 2025Q4: 40,378 shares; 2026Q1: 33,488 shares; 2026Q2: 24,684 shares 24,684 $4.56M 0.91% -8,804 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,455 shares; 2025Q3: 26,780 shares; 2025Q4: 33,797 shares; 2026Q1: 41,743 shares; 2026Q2: 46,809 shares 46,809 $4.52M 0.9% +5,066 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: 57,224 shares; 2024Q4: 57,713 shares; 2025Q1: 56,308 shares; 2025Q2: 57,220 shares; 2025Q3: 57,005 shares; 2025Q4: 54,750 shares; 2026Q1: 51,220 shares; 2026Q2: 50,922 shares 50,922 $4.47M 0.89% -298 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: 32,142 shares; 2024Q4: 32,092 shares; 2025Q1: 33,058 shares; 2025Q2: 33,805 shares; 2025Q3: 33,123 shares; 2025Q4: 34,217 shares; 2026Q1: 34,567 shares; 2026Q2: 34,152 shares 34,152 $4.32M 0.86% -415 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: 9,554 shares; 2024Q4: 9,446 shares; 2025Q1: 9,824 shares; 2025Q2: 11,395 shares; 2025Q3: 11,742 shares; 2025Q4: 11,703 shares; 2026Q1: 12,442 shares; 2026Q2: 12,719 shares 12,719 $4.3M 0.86% +277 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: 10,736 shares; 2024Q4: 11,107 shares; 2025Q1: 10,776 shares; 2025Q2: 11,400 shares; 2025Q3: 11,690 shares; 2025Q4: 11,934 shares; 2026Q1: 11,680 shares; 2026Q2: 11,650 shares 11,650 $4.22M 0.84% -30 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: 23,014 shares; 2024Q4: 22,753 shares; 2025Q1: 18,297 shares; 2025Q2: 18,865 shares; 2025Q3: 20,956 shares; 2025Q4: 23,259 shares; 2026Q1: 25,956 shares; 2026Q2: 26,902 shares 26,902 $4.21M 0.84% +946 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: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: 3,515 shares; 2025Q2: 3,500 shares; 2025Q3: 3,495 shares; 2025Q4: 3,495 shares; 2026Q1: 3,495 shares; 2026Q2: 3,495 shares 3,495 $4.11M 0.82% 0 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: 24,102 shares; 2024Q4: 24,171 shares; 2025Q1: 29,448 shares; 2025Q2: 28,955 shares; 2025Q3: 28,954 shares; 2025Q4: 28,133 shares; 2026Q1: 27,334 shares; 2026Q2: 26,988 shares 26,988 $4.09M 0.82% -346 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: 56,377 shares; 2024Q4: 55,410 shares; 2025Q1: 51,610 shares; 2025Q2: 51,328 shares; 2025Q3: 50,863 shares; 2025Q4: 50,648 shares; 2026Q1: 50,000 shares; 2026Q2: 49,840 shares 49,840 $4.05M 0.81% -160 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: 7,746 shares; 2024Q4: 7,762 shares; 2025Q1: 6,786 shares; 2025Q2: 6,814 shares; 2025Q3: 6,657 shares; 2025Q4: 7,245 shares; 2026Q1: 7,441 shares; 2026Q2: 7,505 shares 7,505 $3.89M 0.78% +64 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: 3,957 shares; 2024Q4: 3,960 shares; 2025Q1: 4,146 shares; 2025Q2: 4,517 shares; 2025Q3: 4,264 shares; 2025Q4: 4,014 shares; 2026Q1: 3,960 shares; 2026Q2: 3,844 shares 3,844 $3.89M 0.78% -116 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: 11,910 shares; 2024Q4: 12,036 shares; 2025Q1: 12,489 shares; 2025Q2: 12,987 shares; 2025Q3: 13,675 shares; 2025Q4: 14,184 shares; 2026Q1: 14,242 shares; 2026Q2: 14,156 shares 14,156 $3.85M 0.77% -86 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: 35,208 shares; 2024Q4: 35,323 shares; 2025Q1: 34,363 shares; 2025Q2: 34,279 shares; 2025Q3: 34,019 shares; 2025Q4: 33,929 shares; 2026Q1: 33,734 shares; 2026Q2: 32,065 shares 32,065 $3.77M 0.75% -1,669 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: 16,190 shares; 2024Q4: 16,040 shares; 2025Q1: 16,499 shares; 2025Q2: 16,741 shares; 2025Q3: 16,394 shares; 2025Q4: 16,297 shares; 2026Q1: 16,144 shares; 2026Q2: 16,464 shares 16,464 $3.63M 0.72% +320 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: 16,782 shares; 2024Q4: 16,482 shares; 2025Q1: 12,370 shares; 2025Q2: 12,155 shares; 2025Q3: 12,905 shares; 2025Q4: 12,715 shares; 2026Q1: 12,625 shares; 2026Q2: 12,299 shares 12,299 $3.46M 0.69% -326 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: 22,575 shares; 2024Q4: 22,561 shares; 2025Q1: 22,984 shares; 2025Q2: 23,575 shares; 2025Q3: 23,339 shares; 2025Q4: 23,162 shares; 2026Q1: 23,632 shares; 2026Q2: 23,993 shares 23,993 $3.43M 0.69% +361 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: 4,815 shares; 2024Q4: 4,910 shares; 2025Q1: 5,788 shares; 2025Q2: 6,281 shares; 2025Q3: 6,755 shares; 2025Q4: 7,025 shares; 2026Q1: 6,834 shares; 2026Q2: 6,848 shares 6,848 $3.43M 0.68% +14 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: 10,392 shares; 2024Q4: 10,457 shares; 2025Q1: 8,314 shares; 2025Q2: 8,383 shares; 2025Q3: 8,556 shares; 2025Q4: 9,227 shares; 2026Q1: 10,376 shares; 2026Q2: 10,547 shares 10,547 $3.32M 0.66% +171 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: 150,723 shares; 2024Q4: 153,077 shares; 2025Q1: 163,294 shares; 2025Q2: 162,748 shares; 2025Q3: 161,482 shares; 2025Q4: 161,769 shares; 2026Q1: 158,640 shares; 2026Q2: 154,592 shares 154,592 $3.2M 0.64% -4,048 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,056 shares; 2024Q4: 12,185 shares; 2025Q1: 11,212 shares; 2025Q2: 11,451 shares; 2025Q3: 12,582 shares; 2025Q4: 13,848 shares; 2026Q1: 13,686 shares; 2026Q2: 13,857 shares 13,857 $2.85M 0.57% +171 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: 9,910 shares; 2024Q4: 9,953 shares; 2025Q1: 9,060 shares; 2025Q2: 9,383 shares; 2025Q3: 9,993 shares; 2025Q4: 13,832 shares; 2026Q1: 14,805 shares; 2026Q2: 15,925 shares 15,925 $2.67M 0.53% +1,120 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: 16,668 shares; 2024Q4: 17,272 shares; 2025Q1: 18,411 shares; 2025Q2: 20,414 shares; 2025Q3: 19,999 shares; 2025Q4: 19,795 shares; 2026Q1: 19,388 shares; 2026Q2: 19,119 shares 19,119 $2.59M 0.52% -269 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: 30,301 shares; 2024Q4: 30,112 shares; 2025Q1: 26,197 shares; 2025Q2: 26,579 shares; 2025Q3: 26,092 shares; 2025Q4: 25,806 shares; 2026Q1: 27,427 shares; 2026Q2: 28,195 shares 28,195 $2.56M 0.51% +768 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,650 shares; 2024Q4: 30,043 shares; 2025Q1: 31,681 shares; 2025Q2: 31,428 shares; 2025Q3: 31,436 shares; 2025Q4: 31,161 shares; 2026Q1: 33,583 shares; 2026Q2: 33,106 shares 33,106 $2.49M 0.5% -477 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: 5,435 shares; 2024Q4: 5,600 shares; 2025Q1: 7,487 shares; 2025Q2: 7,374 shares; 2025Q3: 7,527 shares; 2025Q4: 7,565 shares; 2026Q1: 7,558 shares; 2026Q2: 30,755 shares 30,755 $2.48M 0.49% +23,197 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: not reported; 2025Q2: not reported; 2025Q3: 3,438 shares; 2025Q4: 9,715 shares; 2026Q1: 10,605 shares; 2026Q2: 11,113 shares 11,113 $2.48M 0.49% +508 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: 82,769 shares; 2024Q4: 79,362 shares; 2025Q1: 64,256 shares; 2025Q2: 62,135 shares; 2025Q3: 59,404 shares; 2025Q4: 57,628 shares; 2026Q1: 60,676 shares; 2026Q2: 58,409 shares 58,409 $2.47M 0.49% -2,267 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: 8,849 shares; 2024Q4: 8,639 shares; 2025Q1: 7,500 shares; 2025Q2: 7,473 shares; 2025Q3: 7,233 shares; 2025Q4: 6,522 shares; 2026Q1: 6,486 shares; 2026Q2: 6,518 shares 6,518 $2.3M 0.46% +32 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: 6,956 shares; 2024Q4: 6,990 shares; 2025Q1: 6,182 shares; 2025Q2: 6,033 shares; 2025Q3: 5,879 shares; 2025Q4: 4,320 shares; 2026Q1: 3,548 shares; 2026Q2: 3,427 shares 3,427 $2.17M 0.43% -121 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: 742 shares; 2024Q4: not reported; 2025Q1: 4,476 shares; 2025Q2: 4,693 shares; 2025Q3: 4,959 shares; 2025Q4: 7,078 shares; 2026Q1: 7,600 shares; 2026Q2: 7,714 shares 7,714 $2.13M 0.42% +114 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: 21,532 shares; 2024Q4: 21,317 shares; 2025Q1: 20,257 shares; 2025Q2: 19,802 shares; 2025Q3: 18,672 shares; 2025Q4: 18,192 shares; 2026Q1: 17,462 shares; 2026Q2: 16,512 shares 16,512 $2.01M 0.4% -950 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,674 shares; 2024Q4: 32,236 shares; 2025Q1: 42,624 shares; 2025Q2: 43,090 shares; 2025Q3: 40,445 shares; 2025Q4: 39,312 shares; 2026Q1: 37,779 shares; 2026Q2: 36,055 shares 36,055 $1.93M 0.39% -1,724 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: 9,021 shares; 2024Q4: 9,466 shares; 2025Q1: 11,583 shares; 2025Q2: 11,805 shares; 2025Q3: 12,350 shares; 2025Q4: 12,525 shares; 2026Q1: 12,525 shares; 2026Q2: 12,894 shares 12,894 $1.91M 0.38% +369 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,277 shares; 2024Q4: 24,277 shares; 2025Q1: 24,362 shares; 2025Q2: 23,622 shares; 2025Q3: 23,657 shares; 2025Q4: 23,767 shares; 2026Q1: 25,026 shares; 2026Q2: 24,571 shares 24,571 $1.8M 0.36% -455 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: 24,211 shares; 2024Q4: 23,642 shares; 2025Q1: 26,376 shares; 2025Q2: 28,231 shares; 2025Q3: 26,404 shares; 2025Q4: 23,108 shares; 2026Q1: 19,212 shares; 2026Q2: 17,149 shares 17,149 $1.65M 0.33% -2,063 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: 4,286 shares; 2024Q4: 4,524 shares; 2025Q1: 4,972 shares; 2025Q2: 5,287 shares; 2025Q3: 5,289 shares; 2025Q4: 4,932 shares; 2026Q1: 5,125 shares; 2026Q2: 4,967 shares 4,967 $1.64M 0.33% -158 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: 13,296 shares; 2024Q4: 11,931 shares; 2025Q1: 14,320 shares; 2025Q2: 14,298 shares; 2025Q3: 14,850 shares; 2025Q4: 14,537 shares; 2026Q1: 14,589 shares; 2026Q2: 14,413 shares 14,413 $1.54M 0.31% -176 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.54M 0.31% 0 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: not reported; 2025Q3: not reported; 2025Q4: 12,174 shares; 2026Q1: 18,714 shares; 2026Q2: 21,187 shares 21,187 $1.51M 0.3% +2,473 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,429 shares; 2024Q4: 6,106 shares; 2025Q1: 7,216 shares; 2025Q2: 7,138 shares; 2025Q3: 6,775 shares; 2025Q4: 13,199 shares; 2026Q1: 12,744 shares; 2026Q2: 12,603 shares 12,603 $1.48M 0.3% -141 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: 10,075 shares; 2024Q4: 9,706 shares; 2025Q1: 11,753 shares; 2025Q2: 12,671 shares; 2025Q3: 11,678 shares; 2025Q4: 11,362 shares; 2026Q1: 10,059 shares; 2026Q2: 9,237 shares 9,237 $1.47M 0.29% -822 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: 7,972 shares; 2024Q4: 7,800 shares; 2025Q1: 9,286 shares; 2025Q2: 8,828 shares; 2025Q3: 8,546 shares; 2025Q4: 8,333 shares; 2026Q1: 8,022 shares; 2026Q2: 7,709 shares 7,709 $1.43M 0.29% -313 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: 30,154 shares; 2024Q4: 29,764 shares; 2025Q1: 27,539 shares; 2025Q2: 27,279 shares; 2025Q3: 25,734 shares; 2025Q4: 25,334 shares; 2026Q1: 26,002 shares; 2026Q2: 24,547 shares 24,547 $1.41M 0.28% -1,455 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: 10,008 shares; 2024Q4: 9,865 shares; 2025Q1: 8,160 shares; 2025Q2: 8,435 shares; 2025Q3: 8,263 shares; 2025Q4: 4,286 shares; 2026Q1: 3,807 shares; 2026Q2: 3,318 shares 3,318 $1.38M 0.28% -489 Timeline VNQ 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: 68,854 shares; 2024Q4: 69,989 shares; 2025Q1: 52,309 shares; 2025Q2: 35,023 shares; 2025Q3: 27,250 shares; 2025Q4: 15,854 shares; 2026Q1: 14,742 shares; 2026Q2: 13,870 shares 13,870 $1.34M 0.27% -872 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,912 shares; 2024Q4: 69,124 shares; 2025Q1: 62,775 shares; 2025Q2: 65,205 shares; 2025Q3: 68,445 shares; 2025Q4: 68,334 shares; 2026Q1: 69,538 shares; 2026Q2: 70,279 shares 70,279 $1.31M 0.26% +741 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: 12,256 shares; 2024Q4: 12,061 shares; 2025Q1: 11,911 shares; 2025Q2: 11,841 shares; 2025Q3: 11,776 shares; 2025Q4: 11,896 shares; 2026Q1: 12,164 shares; 2026Q2: 11,824 shares 11,824 $1.31M 0.26% -340 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: 10,328 shares; 2024Q4: 10,328 shares; 2025Q1: 10,328 shares; 2025Q2: 10,328 shares; 2025Q3: 10,328 shares; 2025Q4: 10,328 shares; 2026Q1: 10,328 shares; 2026Q2: 10,308 shares 10,308 $1.3M 0.26% -20 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,709 shares; 2026Q1: 6,582 shares; 2026Q2: 10,840 shares 10,840 $1.26M 0.25% +4,258 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: 31,165 shares; 2024Q4: 29,983 shares; 2025Q1: 32,115 shares; 2025Q2: 32,928 shares; 2025Q3: 33,021 shares; 2025Q4: 32,010 shares; 2026Q1: 30,865 shares; 2026Q2: 29,879 shares 29,879 $1.23M 0.24% -986 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: 6,599 shares; 2024Q4: 6,860 shares; 2025Q1: 9,296 shares; 2025Q2: 10,701 shares; 2025Q3: 12,023 shares; 2025Q4: 11,457 shares; 2026Q1: 9,185 shares; 2026Q2: 8,793 shares 8,793 $1.22M 0.24% -392 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,685 shares; 2024Q4: 11,090 shares; 2025Q1: 10,625 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,555 shares; 2026Q1: 10,475 shares; 2026Q2: 10,430 shares 10,430 $1.2M 0.24% -45 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: 61,510 shares; 2024Q4: 56,745 shares; 2025Q1: 52,275 shares; 2025Q2: 52,035 shares; 2025Q3: 50,365 shares; 2025Q4: 49,755 shares; 2026Q1: 50,078 shares; 2026Q2: 49,223 shares 49,223 $1.19M 0.24% -855 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,223 shares; 2024Q4: 6,138 shares; 2025Q1: 6,028 shares; 2025Q2: 6,077 shares; 2025Q3: 6,126 shares; 2025Q4: 6,160 shares; 2026Q1: 6,170 shares; 2026Q2: 6,218 shares 6,218 $1.08M 0.22% +48 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: 15,705 shares; 2024Q4: 15,615 shares; 2025Q1: 15,140 shares; 2025Q2: 15,028 shares; 2025Q3: 14,933 shares; 2025Q4: 14,633 shares; 2026Q1: 15,173 shares; 2026Q2: 14,713 shares 14,713 $1.06M 0.21% -460 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: 6,370 shares; 2024Q4: 6,360 shares; 2025Q1: 6,015 shares; 2025Q2: 5,968 shares; 2025Q3: 5,833 shares; 2025Q4: 5,813 shares; 2026Q1: 5,918 shares; 2026Q2: 5,728 shares 5,728 $1.04M 0.21% -190 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: 1,059 shares; 2025Q1: 1,056 shares; 2025Q2: 1,063 shares; 2025Q3: 1,049 shares; 2025Q4: 1,047 shares; 2026Q1: 1,045 shares; 2026Q2: 1,037 shares 1,037 $997K 0.2% -8 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,895 shares; 2024Q4: 11,845 shares; 2025Q1: 11,080 shares; 2025Q2: 10,990 shares; 2025Q3: 10,540 shares; 2025Q4: 10,049 shares; 2026Q1: 11,099 shares; 2026Q2: 10,924 shares 10,924 $996K 0.2% -175 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: 1,012 shares; 2024Q4: 986 shares; 2025Q1: 1,025 shares; 2025Q2: 1,219 shares; 2025Q3: 1,217 shares; 2025Q4: 1,225 shares; 2026Q1: 1,333 shares; 2026Q2: 1,322 shares 1,322 $990K 0.2% -11 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: 10,382 shares; 2024Q4: 10,247 shares; 2025Q1: 10,012 shares; 2025Q2: 9,952 shares; 2025Q3: 9,687 shares; 2025Q4: 9,327 shares; 2026Q1: 9,712 shares; 2026Q2: 9,687 shares 9,687 $927K 0.19% -25 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,209 shares; 2024Q4: 15,842 shares; 2025Q1: 12,977 shares; 2025Q2: 11,323 shares; 2025Q3: 10,505 shares; 2025Q4: 9,324 shares; 2026Q1: 8,642 shares; 2026Q2: 8,517 shares 8,517 $916K 0.18% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,016 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares; 2026Q1: 8,139 shares; 2026Q2: 8,619 shares 8,619 $895K 0.18% +480 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: 4,438 shares; 2024Q4: 4,388 shares; 2025Q1: 4,325 shares; 2025Q2: 4,140 shares; 2025Q3: 4,075 shares; 2025Q4: 3,990 shares; 2026Q1: 3,952 shares; 2026Q2: 3,907 shares 3,907 $875K 0.17% -45 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: 4,892 shares; 2024Q4: 4,875 shares; 2025Q1: 5,309 shares; 2025Q2: 5,577 shares; 2025Q3: 4,514 shares; 2025Q4: 1,593 shares; 2026Q1: 1,745 shares; 2026Q2: 1,717 shares 1,717 $875K 0.17% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,381 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $870K 0.17% 0 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: 11,228 shares; 2024Q4: 11,228 shares; 2025Q1: 11,048 shares; 2025Q2: 11,068 shares; 2025Q3: 10,998 shares; 2025Q4: 10,288 shares; 2026Q1: 10,313 shares; 2026Q2: 10,183 shares 10,183 $862K 0.17% -130 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,114 shares; 2024Q4: 4,059 shares; 2025Q1: 4,003 shares; 2025Q2: 3,971 shares; 2025Q3: 3,766 shares; 2025Q4: 3,461 shares; 2026Q1: 3,726 shares; 2026Q2: 3,726 shares 3,726 $834K 0.17% 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: 7,365 shares; 2024Q4: 7,165 shares; 2025Q1: 6,995 shares; 2025Q2: 6,995 shares; 2025Q3: 6,625 shares; 2025Q4: 6,625 shares; 2026Q1: 6,625 shares; 2026Q2: 6,575 shares 6,575 $831K 0.17% -50 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: 107,811 shares; 2024Q4: 97,740 shares; 2025Q1: 26,476 shares; 2025Q2: 23,666 shares; 2025Q3: 12,288 shares; 2025Q4: 9,330 shares; 2026Q1: 6,045 shares; 2026Q2: 5,895 shares 5,895 $823K 0.16% -150 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: 2,576 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 2,623 shares; 2025Q3: 2,408 shares; 2025Q4: 2,419 shares; 2026Q1: 2,219 shares; 2026Q2: 2,057 shares 2,057 $817K 0.16% -162 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; 2024Q3: 21,192 shares; 2024Q4: 20,517 shares; 2025Q1: 19,377 shares; 2025Q2: 19,227 shares; 2025Q3: 18,372 shares; 2025Q4: 18,080 shares; 2026Q1: 17,060 shares; 2026Q2: 16,067 shares 16,067 $800K 0.16% -993 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: 2,145 shares; 2026Q2: 3,186 shares 3,186 $791K 0.16% +1,041 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.15% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 4,893 shares; 2025Q1: 2,925 shares; 2025Q2: 2,690 shares; 2025Q3: 2,590 shares; 2025Q4: 2,345 shares; 2026Q1: 2,345 shares; 2026Q2: 2,330 shares 2,330 $742K 0.15% -15 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: 9,973 shares; 2024Q4: 9,751 shares; 2025Q1: 8,587 shares; 2025Q2: 8,037 shares; 2025Q3: 7,275 shares; 2025Q4: 6,830 shares; 2026Q1: 6,056 shares; 2026Q2: 5,651 shares 5,651 $738K 0.15% -405 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: 1,393 shares; 2024Q4: 1,358 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,151 shares; 2025Q4: 1,076 shares; 2026Q1: 1,038 shares; 2026Q2: 1,018 shares 1,018 $726K 0.14% -20 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 7,853 shares; 2025Q1: 7,668 shares; 2025Q2: 7,568 shares; 2025Q3: 7,548 shares; 2025Q4: 7,398 shares; 2026Q1: 7,392 shares; 2026Q2: 6,727 shares 6,727 $725K 0.14% -665 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: 11,300 shares; 2024Q4: 11,230 shares; 2025Q1: 10,960 shares; 2025Q2: 10,935 shares; 2025Q3: 10,515 shares; 2025Q4: 10,450 shares; 2026Q1: 10,780 shares; 2026Q2: 10,360 shares 10,360 $707K 0.14% -420 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: 3,299 shares; 2024Q4: 3,179 shares; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 3,259 shares; 2025Q4: 4,287 shares; 2026Q1: 4,524 shares; 2026Q2: 4,660 shares 4,660 $683K 0.14% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,725 shares; 2026Q2: 2,625 shares 2,625 $671K 0.13% -100 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,104 shares; 2024Q4: 10,109 shares; 2025Q1: 10,998 shares; 2025Q2: 10,485 shares; 2025Q3: 9,419 shares; 2025Q4: 9,181 shares; 2026Q1: 8,498 shares; 2026Q2: 8,045 shares 8,045 $668K 0.13% -453 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: 2,525 shares; 2024Q4: 2,401 shares; 2025Q1: 2,875 shares; 2025Q2: 3,000 shares; 2025Q3: 2,985 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 2,905 shares 2,905 $647K 0.13% -60 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,650 shares; 2024Q4: 13,600 shares; 2025Q1: 13,045 shares; 2025Q2: 12,945 shares; 2025Q3: 12,825 shares; 2025Q4: 13,055 shares; 2026Q1: 13,395 shares; 2026Q2: 13,285 shares 13,285 $619K 0.12% -110 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,009 shares; 2024Q4: 10,009 shares; 2025Q1: 9,816 shares; 2025Q2: 9,631 shares; 2025Q3: 8,815 shares; 2025Q4: 8,815 shares; 2026Q1: 8,700 shares; 2026Q2: 7,397 shares 7,397 $613K 0.12% -1,303 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,895 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,570 shares; 2025Q4: 3,470 shares; 2026Q1: 3,420 shares; 2026Q2: 3,345 shares 3,345 $567K 0.11% -75 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,440 shares; 2024Q4: 8,380 shares; 2025Q1: 8,380 shares; 2025Q2: 8,380 shares; 2025Q3: 8,380 shares; 2025Q4: 8,380 shares; 2026Q1: 8,380 shares; 2026Q2: 6,105 shares 6,105 $511K 0.1% -2,275 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,526 shares; 2025Q1: 2,976 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $504K 0.1% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,601 shares; 2024Q4: 7,656 shares; 2025Q1: 7,722 shares; 2025Q2: 8,715 shares; 2025Q3: 8,700 shares; 2025Q4: 8,780 shares; 2026Q1: 9,084 shares; 2026Q2: 7,813 shares 7,813 $500K 0.1% -1,271 Timeline PFXF 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: 40,199 shares; 2024Q4: 39,224 shares; 2025Q1: 35,129 shares; 2025Q2: 35,379 shares; 2025Q3: 34,951 shares; 2025Q4: 30,651 shares; 2026Q1: 27,801 shares; 2026Q2: 28,026 shares 28,026 $500K 0.1% +225 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: 6,736 shares; 2024Q4: 6,451 shares; 2025Q1: 6,255 shares; 2025Q2: 6,323 shares; 2025Q3: 6,213 shares; 2025Q4: 5,893 shares; 2026Q1: 4,864 shares; 2026Q2: 4,794 shares 4,794 $490K 0.1% -70 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,853 shares; 2024Q4: 9,793 shares; 2025Q1: 9,753 shares; 2025Q2: 9,438 shares; 2025Q3: 9,403 shares; 2025Q4: 9,403 shares; 2026Q1: 8,653 shares; 2026Q2: 8,653 shares 8,653 $489K 0.1% 0 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; 2024Q3: 3,565 shares; 2024Q4: 3,566 shares; 2025Q1: 4,408 shares; 2025Q2: 4,397 shares; 2025Q3: 4,149 shares; 2025Q4: 4,010 shares; 2026Q1: 3,712 shares; 2026Q2: 3,754 shares 3,754 $456K 0.09% +42 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,190 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,885 shares 1,885 $439K 0.09% -15 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 5,584 shares; 2025Q1: 4,711 shares; 2025Q2: 4,474 shares; 2025Q3: 3,159 shares; 2025Q4: 6,193 shares; 2026Q1: 7,189 shares; 2026Q2: 8,133 shares 8,133 $432K 0.09% +944 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,138 shares; 2025Q4: 4,138 shares; 2026Q1: 4,138 shares; 2026Q2: 4,138 shares 4,138 $430K 0.09% 0 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: 1,769 shares; 2024Q4: 1,444 shares; 2025Q1: 1,423 shares; 2025Q2: 1,453 shares; 2025Q3: 1,450 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,464 shares 1,464 $429K 0.09% -101 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: 589 shares; 2024Q4: 631 shares; 2025Q1: 488 shares; 2025Q2: 556 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 461 shares; 2026Q2: 457 shares 457 $428K 0.09% -4 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: 4,465 shares; 2024Q4: 4,508 shares; 2025Q1: 4,962 shares; 2025Q2: 4,572 shares; 2025Q3: 4,588 shares; 2025Q4: 8,964 shares; 2026Q1: 8,823 shares; 2026Q2: 9,212 shares 9,212 $418K 0.08% +389 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,070 shares; 2024Q4: 4,045 shares; 2025Q1: 3,980 shares; 2025Q2: 3,755 shares; 2025Q3: 3,650 shares; 2025Q4: 3,670 shares; 2026Q1: 3,770 shares; 2026Q2: 3,860 shares 3,860 $417K 0.08% +90 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: 39,607 shares; 2024Q4: 29,961 shares; 2025Q1: 5,060 shares; 2025Q2: 5,005 shares; 2025Q3: 4,440 shares; 2025Q4: 4,165 shares; 2026Q1: 4,259 shares; 2026Q2: 3,993 shares 3,993 $413K 0.08% -266 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: 1,988 shares; 2024Q4: 1,958 shares; 2025Q1: 2,518 shares; 2025Q2: 2,458 shares; 2025Q3: 2,408 shares; 2025Q4: 2,358 shares; 2026Q1: 2,380 shares; 2026Q2: 2,380 shares 2,380 $385K 0.08% 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: 945 shares; 2024Q4: 943 shares; 2025Q1: 868 shares; 2025Q2: 859 shares; 2025Q3: 839 shares; 2025Q4: 841 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $384K 0.08% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,920 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares; 2026Q2: 6,920 shares 6,920 $363K 0.07% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,962 shares; 2024Q4: 4,867 shares; 2025Q1: 4,712 shares; 2025Q2: 4,712 shares; 2025Q3: 4,137 shares; 2025Q4: 3,762 shares; 2026Q1: 3,435 shares; 2026Q2: 3,265 shares 3,265 $358K 0.07% -170 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,650 shares; 2025Q1: 2,768 shares; 2025Q2: 2,743 shares; 2025Q3: 2,685 shares; 2025Q4: 2,599 shares; 2026Q1: 2,604 shares; 2026Q2: 2,499 shares 2,499 $355K 0.07% -105 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: not reported; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 700 shares; 2026Q2: 2,800 shares 2,800 $348K 0.07% +2,100 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,826 shares; 2026Q1: 2,911 shares; 2026Q2: 2,911 shares 2,911 $346K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,735 shares; 2025Q2: 2,605 shares; 2025Q3: 2,515 shares; 2025Q4: 2,255 shares; 2026Q1: 1,855 shares; 2026Q2: 1,810 shares 1,810 $345K 0.07% -45 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,310 shares; 2025Q4: 2,260 shares; 2026Q1: 2,410 shares; 2026Q2: 2,410 shares 2,410 $337K 0.07% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,598 shares; 2024Q4: 8,613 shares; 2025Q1: 9,714 shares; 2025Q2: 9,388 shares; 2025Q3: 8,122 shares; 2025Q4: 4,860 shares; 2026Q1: 4,487 shares; 2026Q2: 4,302 shares 4,302 $337K 0.07% -185 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: 1,545 shares; 2024Q4: 1,525 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,067 shares 1,067 $334K 0.07% -123 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,415 shares; 2024Q4: 12,415 shares; 2025Q1: 12,090 shares; 2025Q2: 12,090 shares; 2025Q3: 11,965 shares; 2025Q4: 11,790 shares; 2026Q1: 12,240 shares; 2026Q2: 9,065 shares 9,065 $330K 0.07% -3,175 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,371 shares; 2024Q4: 9,371 shares; 2025Q1: 9,331 shares; 2025Q2: 8,900 shares; 2025Q3: 8,590 shares; 2025Q4: 8,340 shares; 2026Q1: 7,980 shares; 2026Q2: 7,980 shares 7,980 $325K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,305 shares; 2025Q3: 5,505 shares; 2025Q4: 5,306 shares; 2026Q1: 5,156 shares; 2026Q2: 5,156 shares 5,156 $311K 0.06% 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: 23,146 shares; 2024Q4: 22,975 shares; 2025Q1: 19,714 shares; 2025Q2: 19,758 shares; 2025Q3: 13,007 shares; 2025Q4: 3,594 shares; 2026Q1: 3,744 shares; 2026Q2: 3,696 shares 3,696 $309K 0.06% -48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 1,868 shares; 2025Q1: 1,693 shares; 2025Q2: 1,734 shares; 2025Q3: 1,709 shares; 2025Q4: 1,639 shares; 2026Q1: 1,544 shares; 2026Q2: 1,539 shares 1,539 $309K 0.06% -5 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 807 shares; 2025Q2: 788 shares; 2025Q3: 561 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 491 shares 491 $306K 0.06% -22 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: 2,250 shares 2,250 $305K 0.06% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,125 shares; 2026Q2: 2,110 shares 2,110 $305K 0.06% -15 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,542 shares; 2024Q4: 6,714 shares; 2025Q1: 8,331 shares; 2025Q2: 9,247 shares; 2025Q3: 6,719 shares; 2025Q4: 6,590 shares; 2026Q1: 7,012 shares; 2026Q2: 6,923 shares 6,923 $305K 0.06% -89 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,770 shares; 2025Q1: 2,010 shares; 2025Q2: 1,882 shares; 2025Q3: 1,862 shares; 2025Q4: 2,031 shares; 2026Q1: 1,931 shares; 2026Q2: 1,856 shares 1,856 $304K 0.06% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares; 2026Q1: 2,219 shares; 2026Q2: 2,219 shares 2,219 $304K 0.06% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: not reported; 2025Q1: 2,538 shares; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 5,696 shares; 2026Q1: 5,763 shares; 2026Q2: 5,624 shares 5,624 $286K 0.06% -139 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: 2,650 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,622 shares; 2025Q3: 2,572 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares; 2026Q2: 2,412 shares 2,412 $283K 0.06% -145 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: 2,148 shares; 2024Q4: 2,148 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 1,967 shares; 2025Q4: 1,847 shares; 2026Q1: 1,802 shares; 2026Q2: 1,762 shares 1,762 $276K 0.06% -40 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: 815 shares; 2026Q2: 815 shares 815 $273K 0.05% 0 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: not reported; 2024Q4: not reported; 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 $269K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,127 shares; 2024Q4: 5,127 shares; 2025Q1: 5,127 shares; 2025Q2: 5,127 shares; 2025Q3: 5,127 shares; 2025Q4: 5,127 shares; 2026Q1: 5,127 shares; 2026Q2: 5,127 shares 5,127 $269K 0.05% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 3,816 shares; 2025Q1: 3,771 shares; 2025Q2: 3,721 shares; 2025Q3: 3,146 shares; 2025Q4: 2,612 shares; 2026Q1: 2,219 shares; 2026Q2: 2,219 shares 2,219 $252K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,170 shares; 2025Q1: 1,143 shares; 2025Q2: 1,116 shares; 2025Q3: 1,061 shares; 2025Q4: 961 shares; 2026Q1: 961 shares; 2026Q2: 961 shares 961 $251K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,454 shares; 2026Q2: 3,454 shares 3,454 $250K 0.05% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $242K 0.05% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,563 shares; 2025Q3: 2,588 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares 2,490 $235K 0.05% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,604 shares; 2026Q1: 7,604 shares; 2026Q2: 7,604 shares 7,604 $232K 0.05% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD 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: 2,542 shares 2,542 $228K 0.05% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $217K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,821 shares; 2024Q4: 7,974 shares; 2025Q1: 8,218 shares; 2025Q2: 8,713 shares; 2025Q3: 9,978 shares; 2025Q4: 3,330 shares; 2026Q1: 1,440 shares; 2026Q2: 1,053 shares 1,053 $216K 0.04% -387 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,511 shares; 2026Q2: 2,508 shares 2,508 $212K 0.04% -3 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: 2,763 shares; 2025Q1: not reported; 2025Q2: 3,093 shares; 2025Q3: 3,063 shares; 2025Q4: 2,977 shares; 2026Q1: not reported; 2026Q2: 2,278 shares 2,278 $206K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $200K 0.04% new 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: 51,828 shares; 2024Q4: 51,345 shares; 2025Q1: 35,322 shares; 2025Q2: 29,801 shares; 2025Q3: 18,105 shares; 2025Q4: 12,800 shares; 2026Q1: 10,568 shares; 2026Q2: 8,154 shares 8,154 $200K 0.04% -2,414 Timeline SEV APTERA MOTORS CORP More: the full row for APTERA MOTORS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,000 shares 16,000 $39.2K 0.01% new Timeline