ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,649 shares; 2025Q1: 63,305 shares; 2025Q2: 63,145 shares 63,145 $13.8M 7.28% -160 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,825 shares; 2025Q1: 64,459 shares; 2025Q2: 65,283 shares 65,283 $13.4M 7.06% +824 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,212 shares; 2025Q1: 33,606 shares; 2025Q2: 33,595 shares 33,595 $12M 6.32% -11 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,742 shares; 2025Q1: 96,264 shares; 2025Q2: 95,745 shares 95,745 $10.6M 5.6% -519 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,093 shares; 2025Q1: 19,078 shares; 2025Q2: 18,977 shares 18,977 $9.65M 5.09% -101 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,743 shares; 2025Q1: 57,833 shares; 2025Q2: 57,844 shares 57,844 $9.21M 4.86% +11 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,034 shares; 2025Q1: 8,245 shares; 2025Q2: 8,235 shares 8,235 $8.57M 4.52% -10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,986 shares; 2025Q1: 88,012 shares; 2025Q2: 87,493 shares 87,493 $8.56M 4.51% -519 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,492 shares; 2025Q1: 23,452 shares; 2025Q2: 23,383 shares 23,383 $8.3M 4.38% -69 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,932 shares; 2025Q1: 45,062 shares; 2025Q2: 44,892 shares 44,892 $6.86M 3.61% -170 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,221 shares; 2025Q1: 26,736 shares; 2025Q2: 26,655 shares 26,655 $6.69M 3.52% -81 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,146 shares; 2025Q1: 21,160 shares; 2025Q2: 21,090 shares 21,090 $6.5M 3.43% -70 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,002 shares; 2025Q1: 83,111 shares; 2025Q2: 82,681 shares 82,681 $5.93M 3.13% -430 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,035 shares; 2025Q1: 82,121 shares; 2025Q2: 82,294 shares 82,294 $5.71M 3.01% +173 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,765 shares; 2025Q1: 18,783 shares; 2025Q2: 18,718 shares 18,718 $5.47M 2.88% -65 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,486 shares; 2025Q1: 18,843 shares; 2025Q2: 19,284 shares 19,284 $5.44M 2.87% +441 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,360 shares; 2025Q1: 35,362 shares; 2025Q2: 36,049 shares 36,049 $5.16M 2.72% +687 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,466 shares; 2025Q1: 61,088 shares; 2025Q2: 60,845 shares 60,845 $4.61M 2.43% -243 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares 3,780 $3.99M 2.11% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,660 shares; 2025Q1: 27,854 shares; 2025Q2: 28,033 shares 28,033 $3.7M 1.95% +179 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,241 shares; 2025Q1: 85,609 shares; 2025Q2: 85,037 shares 85,037 $3.68M 1.94% -572 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,033 shares; 2025Q2: 38,700 shares 38,700 $3.37M 1.78% -333 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,922 shares; 2025Q1: 25,992 shares; 2025Q2: 25,891 shares 25,891 $3.34M 1.76% -101 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,330 shares; 2025Q1: 20,470 shares; 2025Q2: 20,470 shares 20,470 $3.23M 1.7% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,007 shares; 2025Q1: 4,004 shares; 2025Q2: 4,004 shares 4,004 $2.47M 1.3% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,827 shares; 2025Q1: 50,827 shares; 2025Q2: 50,827 shares 50,827 $2.43M 1.28% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,194 shares; 2025Q1: 18,629 shares; 2025Q2: 18,629 shares 18,629 $2.01M 1.06% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,190 shares; 2025Q2: 14,386 shares 14,386 $1.58M 0.83% +196 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,326 shares; 2025Q1: 3,024 shares; 2025Q2: 3,024 shares 3,024 $1.5M 0.79% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares 2,920 $1.29M 0.68% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,218 shares; 2025Q2: 16,370 shares 16,370 $1.27M 0.67% +152 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,490 shares; 2025Q2: 18,490 shares 18,490 $968K 0.51% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares 18,000 $950K 0.5% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,005 shares; 2025Q1: 18,005 shares; 2025Q2: 18,005 shares 18,005 $852K 0.45% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares 4,670 $828K 0.44% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 7,824 shares; 2025Q2: 7,824 shares 7,824 $639K 0.34% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares 4,160 $572K 0.3% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,192 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares 29,000 $526K 0.28% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares 18,000 $486K 0.26% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares 1,120 $435K 0.23% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares 1,781 $415K 0.22% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares 1,780 $391K 0.21% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $341K 0.18% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $292K 0.15% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015 shares 1,015 $280K 0.15% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares 1,166 $265K 0.14% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $245K 0.13% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: not reported; 2025Q2: 3,250 shares 3,250 $234K 0.12% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $224K 0.12% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,128 shares; 2025Q1: not reported; 2025Q2: 2,638 shares 2,638 $211K 0.11% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares 1,767 $211K 0.11% 0 Timeline