AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,737 shares; 2024Q4: 218,110 shares; 2025Q1: 205,312 shares; 2025Q2: 181,506 shares; 2025Q3: 168,061 shares; 2025Q4: 157,984 shares; 2026Q1: 153,740 shares; 2026Q2: 149,990 shares 149,990 $43.4M 5.73% -3,750 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: 280,362 shares; 2024Q4: 263,333 shares; 2025Q1: 255,306 shares; 2025Q2: 244,683 shares; 2025Q3: 200,896 shares; 2025Q4: 191,148 shares; 2026Q1: 185,979 shares; 2026Q2: 200,504 shares 200,504 $40.1M 5.3% +14,525 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: 146,088 shares; 2024Q4: 135,957 shares; 2025Q1: 129,081 shares; 2025Q2: 110,758 shares; 2025Q3: 95,462 shares; 2025Q4: 96,602 shares; 2026Q1: 94,002 shares; 2026Q2: 92,642 shares 92,642 $34.6M 4.56% -1,360 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: 248,974 shares; 2024Q4: 229,824 shares; 2025Q1: 258,923 shares; 2025Q2: 197,860 shares; 2025Q3: 112,421 shares; 2025Q4: 101,829 shares; 2026Q1: 106,312 shares; 2026Q2: 96,598 shares 96,598 $34.5M 4.56% -9,714 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: 239,024 shares; 2024Q4: 177,614 shares; 2025Q1: 155,228 shares; 2025Q2: 182,712 shares; 2025Q3: 154,387 shares; 2025Q4: 147,036 shares; 2026Q1: 143,049 shares; 2026Q2: 140,037 shares 140,037 $33.4M 4.41% -3,012 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: 180,886 shares; 2024Q4: 148,981 shares; 2025Q1: 142,994 shares; 2025Q2: 137,406 shares; 2025Q3: 110,468 shares; 2025Q4: 86,540 shares; 2026Q1: 84,123 shares; 2026Q2: 82,019 shares 82,019 $31M 4.09% -2,104 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,537 shares; 2025Q4: 41,722 shares; 2026Q1: 40,499 shares; 2026Q2: 40,440 shares 40,440 $23.5M 3.1% -59 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: 98,484 shares; 2024Q4: 92,961 shares; 2025Q1: 89,529 shares; 2025Q2: 88,983 shares; 2025Q3: 47,372 shares; 2025Q4: 33,787 shares; 2026Q1: 32,883 shares; 2026Q2: 28,062 shares 28,062 $20.3M 2.68% -4,821 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,607 shares; 2026Q1: 6,417 shares; 2026Q2: 64,132 shares 64,132 $19.3M 2.56% +57,715 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: 52,656 shares; 2024Q4: 49,830 shares; 2025Q1: 19,792 shares; 2025Q2: 5,762 shares; 2025Q3: 5,732 shares; 2025Q4: 5,744 shares; 2026Q1: 33,020 shares; 2026Q2: 53,217 shares 53,217 $18.3M 2.41% +20,197 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: 20,255 shares; 2024Q4: 15,261 shares; 2025Q1: 14,029 shares; 2025Q2: 13,967 shares; 2025Q3: 19,238 shares; 2025Q4: 18,282 shares; 2026Q1: 14,939 shares; 2026Q2: 14,919 shares 14,919 $17.9M 2.36% -20 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221,862 shares; 2025Q2: 174,002 shares; 2025Q3: 246,386 shares; 2025Q4: 300,564 shares; 2026Q1: 291,830 shares; 2026Q2: 327,301 shares 327,301 $17.8M 2.35% +35,471 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 99,200 shares; 2025Q4: 137,575 shares; 2026Q1: 133,532 shares; 2026Q2: 152,176 shares 152,176 $17.3M 2.28% +18,644 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 27,337 shares; 2025Q4: 25,853 shares; 2026Q1: 25,109 shares; 2026Q2: 26,461 shares 26,461 $14.3M 1.89% +1,352 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: 24,982 shares; 2024Q4: 23,591 shares; 2025Q1: 20,161 shares; 2025Q2: 19,873 shares; 2025Q3: 31,059 shares; 2025Q4: 29,692 shares; 2026Q1: 28,967 shares; 2026Q2: 23,816 shares 23,816 $13.4M 1.77% -5,151 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245,232 shares; 2025Q3: 326,779 shares; 2025Q4: 404,838 shares; 2026Q1: 395,097 shares; 2026Q2: 392,287 shares 392,287 $12.8M 1.7% -2,810 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,322 shares; 2024Q4: 4,078 shares; 2025Q1: 3,897 shares; 2025Q2: 4,338 shares; 2025Q3: 2,411 shares; 2025Q4: 4,053 shares; 2026Q1: 3,940 shares; 2026Q2: 3,804 shares 3,804 $12.2M 1.61% -136 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,635 shares; 2024Q4: 25,972 shares; 2025Q1: 24,892 shares; 2025Q2: 24,772 shares; 2025Q3: 20,446 shares; 2025Q4: 19,362 shares; 2026Q1: 18,893 shares; 2026Q2: 31,354 shares 31,354 $11.2M 1.47% +12,461 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,635 shares; 2025Q4: 64,470 shares; 2026Q1: 62,732 shares; 2026Q2: 62,638 shares 62,638 $11M 1.46% -94 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,670 shares; 2025Q3: 145,787 shares; 2025Q4: 137,546 shares; 2026Q1: 133,479 shares; 2026Q2: 68,572 shares 68,572 $10.5M 1.39% -64,907 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 30,221 shares; 2025Q4: 42,928 shares; 2026Q1: 41,659 shares; 2026Q2: 41,612 shares 41,612 $10.5M 1.38% -47 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,236 shares; 2024Q4: 32,231 shares; 2025Q1: 45,019 shares; 2025Q2: 55,596 shares; 2025Q3: 45,504 shares; 2025Q4: 43,000 shares; 2026Q1: 41,731 shares; 2026Q2: 41,806 shares 41,806 $10.1M 1.34% +75 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: 46,231 shares; 2024Q4: 43,313 shares; 2025Q1: 41,335 shares; 2025Q2: 49,388 shares; 2025Q3: 40,570 shares; 2025Q4: 38,509 shares; 2026Q1: 37,553 shares; 2026Q2: 37,199 shares 37,199 $10.1M 1.34% -354 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,685 shares 12,685 $10.1M 1.33% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,757 shares; 2024Q4: 53,957 shares; 2025Q1: 51,594 shares; 2025Q2: 86,888 shares; 2025Q3: 42,955 shares; 2025Q4: 40,661 shares; 2026Q1: 39,409 shares; 2026Q2: 39,470 shares 39,470 $9.55M 1.26% +61 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,962 shares; 2025Q2: 24,612 shares; 2025Q3: 27,650 shares; 2025Q4: 26,188 shares; 2026Q1: 25,520 shares; 2026Q2: 25,359 shares 25,359 $9.52M 1.26% -161 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 24,733 shares; 2025Q2: 38,665 shares; 2025Q3: 31,426 shares; 2025Q4: 43,722 shares; 2026Q1: 40,909 shares; 2026Q2: 40,927 shares 40,927 $9.04M 1.19% +18 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,627 shares; 2025Q4: 52,689 shares; 2026Q1: 51,140 shares; 2026Q2: 51,062 shares 51,062 $8.67M 1.15% -78 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: 27,718 shares; 2024Q4: 53,719 shares; 2025Q1: 65,643 shares; 2025Q2: 64,727 shares; 2025Q3: 30,701 shares; 2025Q4: 43,898 shares; 2026Q1: 31,752 shares; 2026Q2: 44,273 shares 44,273 $8.43M 1.11% +12,521 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,741 shares; 2026Q1: 55,428 shares; 2026Q2: 45,247 shares 45,247 $8.36M 1.1% -10,181 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: 8,599 shares; 2024Q4: 7,888 shares; 2025Q1: 7,804 shares; 2025Q2: 7,919 shares; 2025Q3: 7,939 shares; 2025Q4: 54,059 shares; 2026Q1: 52,837 shares; 2026Q2: 52,149 shares 52,149 $7.65M 1.01% -688 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: 39,196 shares; 2024Q4: 36,807 shares; 2025Q1: 35,232 shares; 2025Q2: 35,078 shares; 2025Q3: 4,239 shares; 2025Q4: 4,200 shares; 2026Q1: 4,328 shares; 2026Q2: 21,096 shares 21,096 $7.44M 0.98% +16,768 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: 21,961 shares; 2024Q4: 21,932 shares; 2025Q1: 21,795 shares; 2025Q2: 21,427 shares; 2025Q3: 21,098 shares; 2025Q4: 21,098 shares; 2026Q1: 20,907 shares; 2026Q2: 20,446 shares 20,446 $7.22M 0.95% -461 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: 15,034 shares; 2024Q4: 13,725 shares; 2025Q1: 12,807 shares; 2025Q2: 11,808 shares; 2025Q3: 15,364 shares; 2025Q4: 16,164 shares; 2026Q1: 12,271 shares; 2026Q2: 68,833 shares 68,833 $6.63M 0.87% +56,562 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,293 shares 12,293 $6.43M 0.85% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,793 shares; 2024Q4: 65,946 shares; 2025Q1: 65,946 shares; 2025Q2: 65,946 shares; 2025Q3: 65,991 shares; 2025Q4: 65,991 shares; 2026Q1: 65,953 shares; 2026Q2: 76,161 shares 76,161 $6.38M 0.84% +10,208 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: 56,546 shares; 2024Q4: 53,331 shares; 2025Q1: 51,184 shares; 2025Q2: 30,730 shares; 2025Q3: 25,453 shares; 2025Q4: 24,162 shares; 2026Q1: 23,471 shares; 2026Q2: 23,205 shares 23,205 $6.27M 0.83% -266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,197 shares 19,197 $6.04M 0.8% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,978 shares; 2024Q4: 1,176,749 shares; 2025Q1: 1,129,988 shares; 2025Q2: 1,081,687 shares; 2025Q3: 1,076,957 shares; 2025Q4: 1,044,972 shares; 2026Q1: 195,687 shares; 2026Q2: 197,359 shares 197,359 $5.81M 0.77% +1,672 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,778 shares 38,778 $5.55M 0.73% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,267 shares; 2024Q4: 25,637 shares; 2025Q1: 24,609 shares; 2025Q2: 24,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,046 shares; 2026Q2: 28,132 shares 28,132 $5.47M 0.72% +86 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,829 shares; 2026Q2: 3,818 shares 3,818 $5.09M 0.67% -11 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: 14,736 shares; 2024Q4: 17,254 shares; 2025Q1: 16,693 shares; 2025Q2: 14,099 shares; 2025Q3: 14,369 shares; 2025Q4: 14,369 shares; 2026Q1: 14,416 shares; 2026Q2: 11,599 shares 11,599 $5M 0.66% -2,817 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: 19,090 shares; 2024Q4: 18,335 shares; 2025Q1: 17,216 shares; 2025Q2: 16,433 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares; 2026Q1: 15,712 shares; 2026Q2: 14,721 shares 14,721 $4.82M 0.64% -991 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,630 shares; 2026Q2: 51,774 shares 51,774 $4.77M 0.63% +144 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: 25,808 shares; 2024Q4: 26,458 shares; 2025Q1: 26,208 shares; 2025Q2: 26,132 shares; 2025Q3: 27,545 shares; 2025Q4: 28,945 shares; 2026Q1: 12,190 shares; 2026Q2: 48,760 shares 48,760 $3.93M 0.52% +36,570 Timeline VTV 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: 22,331 shares; 2024Q4: 20,011 shares; 2025Q1: 19,461 shares; 2025Q2: 19,461 shares; 2025Q3: 18,144 shares; 2025Q4: 17,359 shares; 2026Q1: 17,336 shares; 2026Q2: 17,336 shares 17,336 $3.78M 0.5% 0 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: 5,331 shares; 2024Q4: 4,652 shares; 2025Q1: 4,373 shares; 2025Q2: 3,820 shares; 2025Q3: 3,917 shares; 2025Q4: 3,917 shares; 2026Q1: 3,664 shares; 2026Q2: 3,537 shares 3,537 $3.58M 0.47% -127 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 3,162 shares; 2025Q4: 3,162 shares; 2026Q1: 3,204 shares; 2026Q2: 3,053 shares 3,053 $3.52M 0.47% -151 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: 314,916 shares; 2024Q4: 242,099 shares; 2025Q1: 140,228 shares; 2025Q2: 139,195 shares; 2025Q3: 193,514 shares; 2025Q4: 106,348 shares; 2026Q1: 32,465 shares; 2026Q2: 29,888 shares 29,888 $3.51M 0.46% -2,577 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,534 shares; 2024Q4: 19,395 shares; 2025Q1: 15,084 shares; 2025Q2: 10,388 shares; 2025Q3: 8,752 shares; 2025Q4: 8,442 shares; 2026Q1: 8,309 shares; 2026Q2: 8,401 shares 8,401 $3.42M 0.45% +92 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: 65,797 shares; 2024Q4: 109,395 shares; 2025Q1: 63,265 shares; 2025Q2: 88,530 shares; 2025Q3: 12,533 shares; 2025Q4: 13,314 shares; 2026Q1: 13,419 shares; 2026Q2: 12,648 shares 12,648 $3.21M 0.42% -771 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,371 shares; 2024Q4: 8,146 shares; 2025Q1: 6,721 shares; 2025Q2: 6,746 shares; 2025Q3: 6,758 shares; 2025Q4: 5,758 shares; 2026Q1: 4,123 shares; 2026Q2: 4,123 shares 4,123 $3.04M 0.4% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 4,276 shares; 2025Q1: 3,850 shares; 2025Q2: 3,899 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,845 shares 3,845 $2.87M 0.38% 0 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: 68,935 shares; 2024Q4: 65,338 shares; 2025Q1: 62,596 shares; 2025Q2: 12,220 shares; 2025Q3: 11,806 shares; 2025Q4: 11,806 shares; 2026Q1: 11,714 shares; 2026Q2: 11,338 shares 11,338 $2.85M 0.38% -376 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: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 2,917 shares; 2025Q2: 2,852 shares; 2025Q3: 2,846 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,667 shares 2,667 $2.84M 0.38% -179 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: 10,231 shares; 2024Q4: 9,495 shares; 2025Q1: 8,373 shares; 2025Q2: 7,682 shares; 2025Q3: 7,647 shares; 2025Q4: 7,647 shares; 2026Q1: 7,269 shares; 2026Q2: 7,216 shares 7,216 $2.44M 0.32% -53 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,410 shares; 2024Q4: 36,735 shares; 2025Q1: 36,735 shares; 2025Q2: 36,485 shares; 2025Q3: 34,785 shares; 2025Q4: 40,650 shares; 2026Q1: 7,640 shares; 2026Q2: 7,640 shares 7,640 $2.32M 0.31% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,175 shares; 2024Q4: 10,219 shares; 2025Q1: 9,785 shares; 2025Q2: 9,295 shares; 2025Q3: 9,260 shares; 2025Q4: 9,210 shares; 2026Q1: 9,096 shares; 2026Q2: 8,962 shares 8,962 $2.29M 0.3% -134 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $2.23M 0.29% 0 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: 134,596 shares; 2024Q4: 123,356 shares; 2025Q1: 60,574 shares; 2025Q2: 59,408 shares; 2025Q3: 15,698 shares; 2025Q4: 15,543 shares; 2026Q1: 15,264 shares; 2026Q2: 14,863 shares 14,863 $2.18M 0.29% -401 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: 18,702 shares; 2024Q4: 17,705 shares; 2025Q1: 17,071 shares; 2025Q2: 16,066 shares; 2025Q3: 16,081 shares; 2025Q4: 16,061 shares; 2026Q1: 16,746 shares; 2026Q2: 15,904 shares 15,904 $2.17M 0.29% -842 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,717 shares; 2024Q4: 153,201 shares; 2025Q1: 110,791 shares; 2025Q2: 72,535 shares; 2025Q3: 73,190 shares; 2025Q4: 73,415 shares; 2026Q1: 73,715 shares; 2026Q2: 73,715 shares 73,715 $2.13M 0.28% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,332 shares; 2024Q4: 4,932 shares; 2025Q1: 4,456 shares; 2025Q2: 4,460 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares; 2026Q1: 4,663 shares; 2026Q2: 4,342 shares 4,342 $2.01M 0.27% -321 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 4,040 shares; 2025Q1: 3,999 shares; 2025Q2: 19,277 shares; 2025Q3: 15,324 shares; 2025Q4: 3,991 shares; 2026Q1: 3,991 shares; 2026Q2: 3,904 shares 3,904 $1.96M 0.26% -87 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: 24,693 shares; 2024Q4: 23,188 shares; 2025Q1: 22,275 shares; 2025Q2: 21,245 shares; 2025Q3: 19,348 shares; 2025Q4: 18,670 shares; 2026Q1: 17,512 shares; 2026Q2: 16,534 shares 16,534 $1.94M 0.26% -978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,298 shares; 2025Q3: 13,677 shares; 2025Q4: 13,877 shares; 2026Q1: 16,636 shares; 2026Q2: 14,989 shares 14,989 $1.7M 0.22% -1,647 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,547 shares; 2024Q4: 115,555 shares; 2025Q1: 105,240 shares; 2025Q2: 96,848 shares; 2025Q3: 102,978 shares; 2025Q4: 105,909 shares; 2026Q1: 104,899 shares; 2026Q2: 100,019 shares 100,019 $1.64M 0.22% -4,880 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,575 shares; 2024Q4: 21,093 shares; 2025Q1: 18,814 shares; 2025Q2: 14,604 shares; 2025Q3: 14,604 shares; 2025Q4: 14,604 shares; 2026Q1: 14,604 shares; 2026Q2: 18,339 shares 18,339 $1.61M 0.21% +3,735 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,971 shares; 2024Q4: 90,085 shares; 2025Q1: 82,454 shares; 2025Q2: 72,399 shares; 2025Q3: 78,466 shares; 2025Q4: 81,711 shares; 2026Q1: 81,786 shares; 2026Q2: 77,826 shares 77,826 $1.6M 0.21% -3,960 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,066 shares; 2024Q4: 59,437 shares; 2025Q1: 53,477 shares; 2025Q2: 48,073 shares; 2025Q3: 55,637 shares; 2025Q4: 75,302 shares; 2026Q1: 74,652 shares; 2026Q2: 72,502 shares 72,502 $1.53M 0.2% -2,150 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,807 shares; 2024Q4: 107,589 shares; 2025Q1: 94,669 shares; 2025Q2: 90,202 shares; 2025Q3: 94,289 shares; 2025Q4: 96,889 shares; 2026Q1: 96,154 shares; 2026Q2: 91,061 shares 91,061 $1.52M 0.2% -5,093 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,716 shares; 2024Q4: 98,910 shares; 2025Q1: 84,580 shares; 2025Q2: 79,928 shares; 2025Q3: 83,399 shares; 2025Q4: 83,399 shares; 2026Q1: 82,724 shares; 2026Q2: 77,459 shares 77,459 $1.44M 0.19% -5,265 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: 4,187 shares; 2024Q4: 3,771 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 7,542 shares; 2026Q1: 7,542 shares; 2026Q2: 7,542 shares 7,542 $1.44M 0.19% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,726 shares; 2024Q4: 38,729 shares; 2025Q1: 38,914 shares; 2025Q2: 38,914 shares; 2025Q3: 38,984 shares; 2025Q4: 39,244 shares; 2026Q1: 39,154 shares; 2026Q2: 38,609 shares 38,609 $1.42M 0.19% -545 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,107 shares; 2024Q4: 4,413 shares; 2025Q1: 7,242 shares; 2025Q2: 7,674 shares; 2025Q3: 7,966 shares; 2025Q4: 8,600 shares; 2026Q1: 8,675 shares; 2026Q2: 8,467 shares 8,467 $1.38M 0.18% -208 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: 9,698 shares; 2024Q4: 8,591 shares; 2025Q1: 8,339 shares; 2025Q2: 8,399 shares; 2025Q3: 8,863 shares; 2025Q4: 8,863 shares; 2026Q1: 9,048 shares; 2026Q2: 7,219 shares 7,219 $1.37M 0.18% -1,829 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,064 shares; 2025Q1: 3,812 shares; 2025Q2: 3,598 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares; 2026Q1: 4,192 shares; 2026Q2: 3,793 shares 3,793 $1.34M 0.18% -399 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: 5,577 shares; 2024Q4: 4,832 shares; 2025Q1: 4,438 shares; 2025Q2: 3,477 shares; 2025Q3: 3,697 shares; 2025Q4: 3,725 shares; 2026Q1: 3,355 shares; 2026Q2: 3,152 shares 3,152 $1.34M 0.18% -203 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,508 shares; 2024Q4: 27,919 shares; 2025Q1: 27,636 shares; 2025Q2: 28,041 shares; 2025Q3: 27,584 shares; 2025Q4: 27,584 shares; 2026Q1: 27,584 shares; 2026Q2: 27,024 shares 27,024 $1.28M 0.17% -560 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: 98,005 shares; 2024Q4: 92,281 shares; 2025Q1: 55,930 shares; 2025Q2: 56,475 shares; 2025Q3: 46,864 shares; 2025Q4: 5,954 shares; 2026Q1: 6,191 shares; 2026Q2: 8,386 shares 8,386 $1.27M 0.17% +2,195 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: 8,735 shares; 2024Q4: 8,244 shares; 2025Q1: 7,928 shares; 2025Q2: 7,927 shares; 2025Q3: 8,096 shares; 2025Q4: 8,096 shares; 2026Q1: 8,170 shares; 2026Q2: 7,468 shares 7,468 $1.24M 0.16% -702 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,420 shares; 2024Q4: 78,841 shares; 2025Q1: 64,661 shares; 2025Q2: 60,533 shares; 2025Q3: 61,733 shares; 2025Q4: 61,348 shares; 2026Q1: 60,848 shares; 2026Q2: 60,343 shares 60,343 $1.23M 0.16% -505 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,034 shares; 2024Q4: 76,024 shares; 2025Q1: 64,649 shares; 2025Q2: 61,863 shares; 2025Q3: 63,513 shares; 2025Q4: 63,513 shares; 2026Q1: 62,738 shares; 2026Q2: 58,438 shares 58,438 $1.15M 0.15% -4,300 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: 2,551 shares; 2024Q4: 2,488 shares; 2025Q1: 2,451 shares; 2025Q2: 2,472 shares; 2025Q3: 2,486 shares; 2025Q4: 2,483 shares; 2026Q1: 2,558 shares; 2026Q2: 2,287 shares 2,287 $1.14M 0.15% -271 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: 24,666 shares; 2024Q4: 22,073 shares; 2025Q1: 12,244 shares; 2025Q2: 11,712 shares; 2025Q3: 12,136 shares; 2025Q4: 12,136 shares; 2026Q1: 12,136 shares; 2026Q2: 19,817 shares 19,817 $1.13M 0.15% +7,681 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,238 shares; 2024Q4: 5,238 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $1.12M 0.15% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,710 shares 4,710 $1.05M 0.14% new 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: 97,357 shares; 2024Q4: 92,533 shares; 2025Q1: 89,350 shares; 2025Q2: 106,041 shares; 2025Q3: 16,244 shares; 2025Q4: 16,183 shares; 2026Q1: 11,917 shares; 2026Q2: 11,481 shares 11,481 $1.04M 0.14% -436 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,710 shares 4,710 $1.04M 0.14% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares; 2026Q2: 6,325 shares 6,325 $1.03M 0.14% +1,663 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: 6,941 shares; 2024Q4: 6,666 shares; 2025Q1: 6,487 shares; 2025Q2: 11,229 shares; 2025Q3: 11,894 shares; 2025Q4: 13,172 shares; 2026Q1: 13,699 shares; 2026Q2: 12,305 shares 12,305 $1M 0.13% -1,394 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,837 shares; 2024Q4: 66,578 shares; 2025Q1: 57,078 shares; 2025Q2: 55,923 shares; 2025Q3: 55,773 shares; 2025Q4: 55,773 shares; 2026Q1: 54,988 shares; 2026Q2: 50,268 shares 50,268 $981K 0.13% -4,720 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares 1,393 $980K 0.13% 0 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,325 shares; 2025Q1: 16,575 shares; 2025Q2: 12,128 shares; 2025Q3: 15,928 shares; 2025Q4: 46,878 shares; 2026Q1: 46,878 shares; 2026Q2: 47,378 shares 47,378 $979K 0.13% +500 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $968K 0.13% 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: 11,667 shares; 2024Q4: 14,851 shares; 2025Q1: 14,304 shares; 2025Q2: 13,746 shares; 2025Q3: 13,958 shares; 2025Q4: 15,683 shares; 2026Q1: 15,771 shares; 2026Q2: 12,113 shares 12,113 $948K 0.13% -3,658 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,615 shares; 2024Q4: 15,671 shares; 2025Q1: 15,873 shares; 2025Q2: 21,056 shares; 2025Q3: 17,565 shares; 2025Q4: 53,390 shares; 2026Q1: 9,390 shares; 2026Q2: 9,350 shares 9,350 $928K 0.12% -40 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,374 shares; 2024Q4: 18,122 shares; 2025Q1: 17,376 shares; 2025Q2: 16,494 shares; 2025Q3: 14,735 shares; 2025Q4: 14,735 shares; 2026Q1: 14,545 shares; 2026Q2: 13,969 shares 13,969 $872K 0.12% -576 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,759 shares; 2024Q4: 26,277 shares; 2025Q1: 26,637 shares; 2025Q2: 26,832 shares; 2025Q3: 26,977 shares; 2025Q4: 27,334 shares; 2026Q1: 27,134 shares; 2026Q2: 27,134 shares 27,134 $860K 0.11% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares; 2026Q2: 1,181 shares 1,181 $850K 0.11% 0 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: 99,283 shares; 2024Q4: 93,856 shares; 2025Q1: 90,308 shares; 2025Q2: 7,135 shares; 2025Q3: 6,472 shares; 2025Q4: 6,412 shares; 2026Q1: 6,347 shares; 2026Q2: 6,123 shares 6,123 $829K 0.11% -224 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: 32,012 shares; 2024Q4: 22,219 shares; 2025Q1: 21,119 shares; 2025Q2: 2,585 shares; 2025Q3: 1,915 shares; 2025Q4: 2,033 shares; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares 1,984 $825K 0.11% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,136 shares; 2024Q4: 8,467 shares; 2025Q1: 8,240 shares; 2025Q2: 8,120 shares; 2025Q3: 8,661 shares; 2025Q4: 9,111 shares; 2026Q1: 9,220 shares; 2026Q2: 6,421 shares 6,421 $790K 0.1% -2,799 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 2,773 shares; 2025Q1: 2,267 shares; 2025Q2: 2,259 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,188 shares; 2026Q2: 2,236 shares 2,236 $757K 0.1% +48 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,817 shares; 2024Q4: 24,899 shares; 2025Q1: 21,235 shares; 2025Q2: 17,399 shares; 2025Q3: 17,839 shares; 2025Q4: 19,134 shares; 2026Q1: 20,509 shares; 2026Q2: 26,844 shares 26,844 $744K 0.1% +6,335 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,381 shares; 2024Q4: 13,282 shares; 2025Q1: 12,503 shares; 2025Q2: 11,644 shares; 2025Q3: 12,000 shares; 2025Q4: 11,363 shares; 2026Q1: 10,280 shares; 2026Q2: 9,925 shares 9,925 $728K 0.1% -355 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,267 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 11,054 shares; 2025Q3: 10,341 shares; 2025Q4: 10,141 shares; 2026Q1: 10,141 shares; 2026Q2: 11,954 shares 11,954 $714K 0.09% +1,813 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: 10,793 shares; 2024Q4: 10,041 shares; 2025Q1: 9,459 shares; 2025Q2: 8,611 shares; 2025Q3: 8,527 shares; 2025Q4: 8,527 shares; 2026Q1: 8,527 shares; 2026Q2: 8,150 shares 8,150 $690K 0.09% -377 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: 10,719 shares; 2024Q4: 10,082 shares; 2025Q1: 7,133 shares; 2025Q2: 7,209 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $658K 0.09% 0 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: 1,647 shares; 2025Q1: 618 shares; 2025Q2: 642 shares; 2025Q3: 846 shares; 2025Q4: 831 shares; 2026Q1: 759 shares; 2026Q2: 666 shares 666 $640K 0.08% -93 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,075 shares; 2024Q4: 4,395 shares; 2025Q1: 4,318 shares; 2025Q2: 4,328 shares; 2025Q3: 4,592 shares; 2025Q4: 4,542 shares; 2026Q1: 4,571 shares; 2026Q2: 2,106 shares 2,106 $596K 0.08% -2,465 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: 4,960 shares; 2024Q4: 6,966 shares; 2025Q1: 4,990 shares; 2025Q2: 4,743 shares; 2025Q3: 4,617 shares; 2025Q4: 4,755 shares; 2026Q1: 4,691 shares; 2026Q2: 4,623 shares 4,623 $594K 0.08% -68 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION 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: 1,406 shares; 2026Q2: 2,202 shares 2,202 $589K 0.08% +796 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,696 shares; 2024Q4: 7,831 shares; 2025Q1: 6,863 shares; 2025Q2: 5,496 shares; 2025Q3: 5,561 shares; 2025Q4: 5,861 shares; 2026Q1: 5,861 shares; 2026Q2: 6,385 shares 6,385 $586K 0.08% +524 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 4,833 shares; 2026Q2: 8,288 shares 8,288 $578K 0.08% +3,455 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,862 shares; 2024Q4: 5,593 shares; 2025Q1: 5,422 shares; 2025Q2: 5,406 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 11,159 shares; 2026Q2: 9,106 shares 9,106 $573K 0.08% -2,053 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,721 shares; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 4,721 shares; 2026Q1: 4,721 shares; 2026Q2: 4,721 shares 4,721 $555K 0.07% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 658 shares; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 725 shares 725 $543K 0.07% +54 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,415 shares; 2024Q4: 4,381 shares; 2025Q1: 4,286 shares; 2025Q2: 4,149 shares; 2025Q3: 4,679 shares; 2025Q4: 4,679 shares; 2026Q1: 4,898 shares; 2026Q2: 4,003 shares 4,003 $539K 0.07% -895 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 9,681 shares 9,681 $537K 0.07% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,710 shares; 2024Q4: 12,800 shares; 2025Q1: 9,975 shares; 2025Q2: 7,608 shares; 2025Q3: 7,966 shares; 2025Q4: 6,688 shares; 2026Q1: 6,838 shares; 2026Q2: 6,838 shares 6,838 $527K 0.07% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,078 shares; 2026Q1: 3,078 shares; 2026Q2: 3,078 shares 3,078 $503K 0.07% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,350 shares; 2026Q1: 3,286 shares; 2026Q2: 3,286 shares 3,286 $500K 0.07% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,224 shares; 2026Q2: 5,387 shares 5,387 $497K 0.07% -837 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,866 shares; 2026Q1: 1,985 shares; 2026Q2: 1,576 shares 1,576 $493K 0.07% -409 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,566 shares; 2024Q4: 20,602 shares; 2025Q1: 20,602 shares; 2025Q2: 20,602 shares; 2025Q3: 20,602 shares; 2025Q4: 23,402 shares; 2026Q1: 23,057 shares; 2026Q2: 21,177 shares 21,177 $490K 0.06% -1,880 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: 98,676 shares; 2024Q4: 205,941 shares; 2025Q1: 16,132 shares; 2025Q2: 14,680 shares; 2025Q3: 14,661 shares; 2025Q4: 13,531 shares; 2026Q1: 13,518 shares; 2026Q2: 11,874 shares 11,874 $487K 0.06% -1,644 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 3,503 shares; 2025Q1: 3,452 shares; 2025Q2: 1,752 shares; 2025Q3: 1,984 shares; 2025Q4: 1,462 shares; 2026Q1: 1,551 shares; 2026Q2: 1,230 shares 1,230 $474K 0.06% -321 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,180 shares; 2024Q4: 3,490 shares; 2025Q1: 4,709 shares; 2025Q2: 4,234 shares; 2025Q3: 4,737 shares; 2025Q4: 4,333 shares; 2026Q1: 6,207 shares; 2026Q2: 3,961 shares 3,961 $469K 0.06% -2,246 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: 3,426 shares; 2024Q4: 3,275 shares; 2025Q1: 3,177 shares; 2025Q2: 3,168 shares; 2025Q3: 3,754 shares; 2025Q4: 3,754 shares; 2026Q1: 3,979 shares; 2026Q2: 3,422 shares 3,422 $433K 0.06% -557 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: 21,552 shares; 2024Q4: 13,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,896 shares; 2026Q2: 9,871 shares 9,871 $418K 0.06% -2,025 Timeline VTEB 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; 2024Q3: 9,445 shares; 2024Q4: 9,445 shares; 2025Q1: 9,445 shares; 2025Q2: 8,085 shares; 2025Q3: 8,085 shares; 2025Q4: 8,085 shares; 2026Q1: 8,085 shares; 2026Q2: 8,085 shares 8,085 $409K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 2,155 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 1,830 shares 1,830 $408K 0.05% -65 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: 5,758 shares; 2024Q4: 4,688 shares; 2025Q1: 4,557 shares; 2025Q2: 4,659 shares; 2025Q3: 5,329 shares; 2025Q4: 5,329 shares; 2026Q1: 5,631 shares; 2026Q2: 4,544 shares 4,544 $399K 0.05% -1,087 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,593 shares; 2024Q4: 4,593 shares; 2025Q1: 4,593 shares; 2025Q2: 4,593 shares; 2025Q3: 4,593 shares; 2025Q4: 4,593 shares; 2026Q1: 4,658 shares; 2026Q2: 4,287 shares 4,287 $393K 0.05% -371 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,479 shares; 2024Q4: 8,479 shares; 2025Q1: 8,479 shares; 2025Q2: 8,479 shares; 2025Q3: 8,479 shares; 2025Q4: 8,379 shares; 2026Q1: 7,945 shares; 2026Q2: 7,195 shares 7,195 $383K 0.05% -750 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,493 shares; 2025Q2: 6,940 shares; 2025Q3: 7,570 shares; 2025Q4: 7,570 shares; 2026Q1: 7,991 shares; 2026Q2: 4,454 shares 4,454 $368K 0.05% -3,537 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 2,301 shares 2,301 $364K 0.05% new Timeline TFI 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: 12,451 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 7,876 shares; 2025Q4: 7,876 shares; 2026Q1: 7,876 shares; 2026Q2: 7,876 shares 7,876 $361K 0.05% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 1,663 shares; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares; 2026Q1: 2,106 shares; 2026Q2: 1,662 shares 1,662 $354K 0.05% -444 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,161 shares; 2025Q1: 8,880 shares; 2025Q2: 6,258 shares; 2025Q3: 7,441 shares; 2025Q4: 7,441 shares; 2026Q1: 5,817 shares; 2026Q2: 4,531 shares 4,531 $349K 0.05% -1,286 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,269 shares; 2024Q4: 171,923 shares; 2025Q1: 117,974 shares; 2025Q2: 116,051 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: 3,107 shares; 2026Q2: 2,926 shares 2,926 $346K 0.05% -181 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $345K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 449 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 568 shares; 2026Q2: 449 shares 449 $339K 0.04% -119 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,443 shares; 2024Q4: 23,312 shares; 2025Q1: 8,821 shares; 2025Q2: 8,596 shares; 2025Q3: 8,596 shares; 2025Q4: 8,851 shares; 2026Q1: 9,351 shares; 2026Q2: 9,351 shares 9,351 $338K 0.04% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $334K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,179 shares; 2025Q4: 4,179 shares; 2026Q1: 4,429 shares; 2026Q2: 3,529 shares 3,529 $330K 0.04% -900 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,670 shares; 2025Q1: 1,142 shares; 2025Q2: 1,124 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $327K 0.04% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,290 shares 1,290 $326K 0.04% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 8,722 shares; 2025Q1: 7,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,206 shares; 2026Q2: 7,956 shares 7,956 $324K 0.04% +750 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 1,569 shares; 2026Q2: 1,603 shares 1,603 $313K 0.04% +34 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,106 shares 4,106 $308K 0.04% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 651 shares; 2026Q2: 816 shares 816 $304K 0.04% +165 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $300K 0.04% 0 Timeline GRDN GUARDIAN PHARMACY SVCS INC More: the full row for GUARDIAN PHARMACY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,790 shares 6,790 $284K 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303 shares; 2026Q2: 285 shares 285 $279K 0.04% -18 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,826 shares; 2026Q2: 2,887 shares 2,887 $276K 0.04% +61 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 783 shares 783 $274K 0.04% +45 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,961 shares 2,961 $272K 0.04% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,351 shares; 2024Q4: 3,843 shares; 2025Q1: 3,209 shares; 2025Q2: 2,833 shares; 2025Q3: 2,922 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,203 shares 2,203 $271K 0.04% new 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: 14,253 shares; 2024Q4: 13,432 shares; 2025Q1: 11,380 shares; 2025Q2: 2,358 shares; 2025Q3: 2,341 shares; 2025Q4: 2,157 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares 2,073 $271K 0.04% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,473 shares; 2026Q2: 1,137 shares 1,137 $271K 0.04% -336 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: 1,992 shares 1,992 $270K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,374 shares; 2024Q4: 15,824 shares; 2025Q1: 15,824 shares; 2025Q2: 15,824 shares; 2025Q3: 15,824 shares; 2025Q4: 10,684 shares; 2026Q1: 10,049 shares; 2026Q2: 8,648 shares 8,648 $264K 0.03% -1,401 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 11,600 shares; 2026Q1: 11,600 shares; 2026Q2: 12,500 shares 12,500 $256K 0.03% +900 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,588 shares; 2025Q1: 11,404 shares; 2025Q2: 10,273 shares; 2025Q3: 11,408 shares; 2025Q4: 10,483 shares; 2026Q1: not reported; 2026Q2: 6,741 shares 6,741 $252K 0.03% new 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: 25,093 shares; 2024Q4: 21,896 shares; 2025Q1: 20,947 shares; 2025Q2: 46,668 shares; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $251K 0.03% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $240K 0.03% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,587 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $239K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $237K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 7,867 shares; 2025Q2: 8,001 shares; 2025Q3: 7,849 shares; 2025Q4: 7,849 shares; 2026Q1: 7,036 shares; 2026Q2: 6,780 shares 6,780 $236K 0.03% -256 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,398 shares; 2026Q1: not reported; 2026Q2: 978 shares 978 $235K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,532 shares; 2025Q2: 45,031 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,753 shares; 2026Q2: 1,389 shares 1,389 $233K 0.03% -364 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,647 shares 5,647 $229K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $229K 0.03% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,937 shares 7,937 $226K 0.03% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,355 shares 12,355 $223K 0.03% new 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: 1,085 shares; 2024Q4: 913 shares; 2025Q1: 802 shares; 2025Q2: 652 shares; 2025Q3: 436 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 433 shares 433 $221K 0.03% -65 Timeline WAB WABTEC More: the full row for WABTEC 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: 818 shares 818 $221K 0.03% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,905 shares; 2024Q4: 14,656 shares; 2025Q1: 14,874 shares; 2025Q2: 14,874 shares; 2025Q3: 14,874 shares; 2025Q4: 16,940 shares; 2026Q1: 15,446 shares; 2026Q2: 28,674 shares 28,674 $220K 0.03% +13,228 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: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,425 shares; 2026Q2: 3,975 shares 3,975 $213K 0.03% -450 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 775 shares; 2025Q4: not reported; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $210K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,556 shares; 2024Q4: 1,487 shares; 2025Q1: 1,441 shares; 2025Q2: 1,563 shares; 2025Q3: not reported; 2025Q4: 731 shares; 2026Q1: 776 shares; 2026Q2: 615 shares 615 $210K 0.03% -161 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 12,646 shares 12,646 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $203K 0.03% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 2,567 shares 2,567 $203K 0.03% new Timeline ADT ADT INC DEL More: the full row for ADT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,359 shares 24,359 $158K 0.02% new Timeline AES AES CORP More: the full row for AES 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: 10,662 shares 10,662 $156K 0.02% new Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 14,460 shares 14,460 $137K 0.02% new Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE 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: 11,076 shares 11,076 $126K 0.02% new Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,753 shares 10,753 $115K 0.02% new Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 16,356 shares 16,356 $88.7K 0.01% new Timeline