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: 106,532 shares; 2024Q4: 106,532 shares; 2025Q1: 105,398 shares; 2025Q2: 105,540 shares; 2025Q3: 105,540 shares; 2025Q4: 105,290 shares; 2026Q1: not loaded; 2026Q2: 104,790 shares 104,790 $34.3M 8.77% 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: 146,295 shares; 2024Q4: 140,995 shares; 2025Q1: 142,765 shares; 2025Q2: 141,056 shares; 2025Q3: 137,381 shares; 2025Q4: 133,291 shares; 2026Q1: not loaded; 2026Q2: 133,706 shares 133,706 $26.8M 6.84% 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: 21,265 shares; 2024Q4: 20,765 shares; 2025Q1: 20,765 shares; 2025Q2: 20,765 shares; 2025Q3: 20,765 shares; 2025Q4: 20,615 shares; 2026Q1: not loaded; 2026Q2: 19,965 shares 19,965 $23M 5.89% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,886 shares; 2024Q4: 80,736 shares; 2025Q1: 79,866 shares; 2025Q2: 73,116 shares; 2025Q3: 73,351 shares; 2025Q4: 73,166 shares; 2026Q1: not loaded; 2026Q2: 71,901 shares 71,901 $20.8M 5.32% 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: 44,685 shares; 2024Q4: 44,786 shares; 2025Q1: 43,870 shares; 2025Q2: 42,428 shares; 2025Q3: 42,398 shares; 2025Q4: 41,673 shares; 2026Q1: not loaded; 2026Q2: 44,698 shares 44,698 $16.7M 4.26% 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: 62,217 shares; 2024Q4: 61,717 shares; 2025Q1: 61,717 shares; 2025Q2: 62,317 shares; 2025Q3: 63,017 shares; 2025Q4: 62,517 shares; 2026Q1: not loaded; 2026Q2: 60,217 shares 60,217 $15.4M 3.93% 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: 41,274 shares; 2024Q4: 41,459 shares; 2025Q1: 40,886 shares; 2025Q2: 49,216 shares; 2025Q3: 48,816 shares; 2025Q4: 48,616 shares; 2026Q1: not loaded; 2026Q2: 47,916 shares 47,916 $12.1M 3.08% 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: 43,527 shares; 2024Q4: 43,327 shares; 2025Q1: 43,042 shares; 2025Q2: 37,912 shares; 2025Q3: 38,302 shares; 2025Q4: 41,080 shares; 2026Q1: not loaded; 2026Q2: 47,805 shares 47,805 $11.4M 2.91% Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,008 shares; 2025Q1: 28,910 shares; 2025Q2: 27,160 shares; 2025Q3: 25,660 shares; 2025Q4: 25,010 shares; 2026Q1: not loaded; 2026Q2: 23,310 shares 23,310 $10.1M 2.58% 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: 24,110 shares; 2024Q4: 24,360 shares; 2025Q1: 30,535 shares; 2025Q2: 25,585 shares; 2025Q3: 27,660 shares; 2025Q4: 27,660 shares; 2026Q1: not loaded; 2026Q2: 27,620 shares 27,620 $9.76M 2.5% 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: 45,111 shares; 2024Q4: 44,721 shares; 2025Q1: 44,084 shares; 2025Q2: 66,161 shares; 2025Q3: 63,198 shares; 2025Q4: 62,660 shares; 2026Q1: not loaded; 2026Q2: 63,410 shares 63,410 $9.3M 2.38% 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: 40,062 shares; 2024Q4: 40,362 shares; 2025Q1: 43,780 shares; 2025Q2: 52,943 shares; 2025Q3: 53,093 shares; 2025Q4: 65,293 shares; 2026Q1: not loaded; 2026Q2: 67,643 shares 67,643 $8.69M 2.22% 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: 25,135 shares; 2024Q4: 25,065 shares; 2025Q1: 24,815 shares; 2025Q2: 25,215 shares; 2025Q3: 24,815 shares; 2025Q4: 24,910 shares; 2026Q1: not loaded; 2026Q2: 29,465 shares 29,465 $8.29M 2.12% 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: 42,924 shares; 2024Q4: 42,874 shares; 2025Q1: 42,407 shares; 2025Q2: 41,740 shares; 2025Q3: 43,090 shares; 2025Q4: 47,650 shares; 2026Q1: not loaded; 2026Q2: 52,590 shares 52,590 $7.71M 1.97% 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: 71,106 shares; 2024Q4: 70,531 shares; 2025Q1: 68,531 shares; 2025Q2: 67,631 shares; 2025Q3: 67,431 shares; 2025Q4: 66,756 shares; 2026Q1: not loaded; 2026Q2: 65,016 shares 65,016 $7.64M 1.95% 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: 11,830 shares; 2024Q4: 12,828 shares; 2025Q1: 13,078 shares; 2025Q2: 11,928 shares; 2025Q3: 15,303 shares; 2025Q4: 18,003 shares; 2026Q1: not loaded; 2026Q2: 19,003 shares 19,003 $6.88M 1.76% 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: 15,084 shares; 2024Q4: 14,959 shares; 2025Q1: 14,959 shares; 2025Q2: 14,959 shares; 2025Q3: 14,959 shares; 2025Q4: 14,959 shares; 2026Q1: not loaded; 2026Q2: 14,959 shares 14,959 $5.59M 1.43% Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,421 shares; 2025Q3: 15,030 shares; 2025Q4: 15,030 shares; 2026Q1: not loaded; 2026Q2: 15,030 shares 15,030 $5.17M 1.32% 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: 11,887 shares; 2024Q4: 11,887 shares; 2025Q1: 11,887 shares; 2025Q2: 11,887 shares; 2025Q3: 11,887 shares; 2025Q4: 11,887 shares; 2026Q1: not loaded; 2026Q2: 11,887 shares 11,887 $4.84M 1.24% 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: 10,649 shares; 2024Q4: 10,849 shares; 2025Q1: 10,849 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares; 2025Q4: 14,049 shares; 2026Q1: not loaded; 2026Q2: 13,049 shares 13,049 $4.81M 1.23% 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: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 4,525 shares; 2026Q1: not loaded; 2026Q2: 4,475 shares 4,475 $4.76M 1.22% 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: 3,550 shares; 2025Q4: 7,550 shares; 2026Q1: not loaded; 2026Q2: 7,550 shares 7,550 $4.39M 1.12% 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: 17,738 shares; 2024Q4: 17,738 shares; 2025Q1: 17,738 shares; 2025Q2: 15,738 shares; 2025Q3: 15,738 shares; 2025Q4: 15,738 shares; 2026Q1: not loaded; 2026Q2: 15,738 shares 15,738 $4.28M 1.1% 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: 48,875 shares; 2024Q4: 53,900 shares; 2025Q1: 53,900 shares; 2025Q2: 53,000 shares; 2025Q3: 55,900 shares; 2025Q4: 69,350 shares; 2026Q1: not loaded; 2026Q2: 72,300 shares 72,300 $4.17M 1.07% 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: 19,974 shares; 2024Q4: 19,809 shares; 2025Q1: 19,475 shares; 2025Q2: 17,046 shares; 2025Q3: 17,146 shares; 2025Q4: 16,946 shares; 2026Q1: not loaded; 2026Q2: 16,211 shares 16,211 $4.12M 1.05% 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: 69,808 shares; 2024Q4: 69,558 shares; 2025Q1: 68,533 shares; 2025Q2: 67,508 shares; 2025Q3: 67,508 shares; 2025Q4: 67,783 shares; 2026Q1: not loaded; 2026Q2: 70,483 shares 70,483 $4.02M 1.03% 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: 73,273 shares; 2024Q4: 70,260 shares; 2025Q1: 64,739 shares; 2025Q2: 80,407 shares; 2025Q3: 84,900 shares; 2025Q4: 112,943 shares; 2026Q1: not loaded; 2026Q2: 153,923 shares 153,923 $3.71M 0.95% 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; 2024Q3: 9,375 shares; 2024Q4: 48,180 shares; 2025Q1: 48,186 shares; 2025Q2: 48,186 shares; 2025Q3: 48,186 shares; 2025Q4: 48,186 shares; 2026Q1: not loaded; 2026Q2: 113,686 shares 113,686 $3.59M 0.92% 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: 26,400 shares; 2024Q4: 26,258 shares; 2025Q1: 25,975 shares; 2025Q2: 25,691 shares; 2025Q3: 25,291 shares; 2025Q4: 25,144 shares; 2026Q1: not loaded; 2026Q2: 24,544 shares 24,544 $3.32M 0.85% 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: 33,543 shares; 2024Q4: 33,543 shares; 2025Q1: 32,843 shares; 2025Q2: 35,213 shares; 2025Q3: 35,213 shares; 2025Q4: 35,213 shares; 2026Q1: not loaded; 2026Q2: 35,213 shares 35,213 $3.23M 0.83% 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: 39,556 shares; 2024Q4: 39,556 shares; 2025Q1: 39,556 shares; 2025Q2: 39,556 shares; 2025Q3: 39,556 shares; 2025Q4: 39,556 shares; 2026Q1: not loaded; 2026Q2: 39,556 shares 39,556 $3.21M 0.82% 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: 9,394 shares; 2024Q4: 9,540 shares; 2025Q1: 9,541 shares; 2025Q2: 9,246 shares; 2025Q3: 9,246 shares; 2025Q4: 9,246 shares; 2026Q1: not loaded; 2026Q2: 9,146 shares 9,146 $3.14M 0.8% 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: 2,951 shares; 2024Q4: 3,154 shares; 2025Q1: 3,155 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: not loaded; 2026Q2: 3,155 shares 3,155 $2.95M 0.75% 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: 24,856 shares; 2024Q4: 24,706 shares; 2025Q1: 23,806 shares; 2025Q2: 23,056 shares; 2025Q3: 22,616 shares; 2025Q4: 22,616 shares; 2026Q1: not loaded; 2026Q2: 22,016 shares 22,016 $2.58M 0.66% 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: not loaded; 2026Q2: 3,400 shares 3,400 $2.57M 0.66% 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: 133,780 shares; 2024Q4: 132,780 shares; 2025Q1: 131,580 shares; 2025Q2: 134,506 shares; 2025Q3: 134,406 shares; 2025Q4: 134,906 shares; 2026Q1: not loaded; 2026Q2: 123,117 shares 123,117 $2.55M 0.65% 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: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: not loaded; 2026Q2: 3,979 shares 3,979 $2.52M 0.65% 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: 62,484 shares; 2024Q4: 62,406 shares; 2025Q1: 61,419 shares; 2025Q2: 63,025 shares; 2025Q3: 63,125 shares; 2025Q4: 60,073 shares; 2026Q1: not loaded; 2026Q2: 59,173 shares 59,173 $2.5M 0.64% 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: 959 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,234 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: not loaded; 2026Q2: 2,034 shares 2,034 $2.44M 0.62% 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: 17,633 shares; 2024Q4: 17,583 shares; 2025Q1: 17,533 shares; 2025Q2: 28,933 shares; 2025Q3: 27,433 shares; 2025Q4: 27,433 shares; 2026Q1: not loaded; 2026Q2: 26,758 shares 26,758 $2.43M 0.62% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,541 shares; 2024Q4: 42,291 shares; 2025Q1: 51,426 shares; 2025Q2: 56,686 shares; 2025Q3: 51,286 shares; 2025Q4: 51,886 shares; 2026Q1: not loaded; 2026Q2: 51,436 shares 51,436 $2.39M 0.61% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,675 shares; 2024Q4: 12,675 shares; 2025Q1: 12,675 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares; 2025Q4: 9,675 shares; 2026Q1: not loaded; 2026Q2: 9,675 shares 9,675 $2.35M 0.6% Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,600 shares; 2024Q4: 47,600 shares; 2025Q1: 47,100 shares; 2025Q2: 46,100 shares; 2025Q3: 45,600 shares; 2025Q4: 44,600 shares; 2026Q1: not loaded; 2026Q2: 44,600 shares 44,600 $2.34M 0.6% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,720 shares; 2024Q4: 8,280 shares; 2025Q1: 8,780 shares; 2025Q2: 8,480 shares; 2025Q3: 8,420 shares; 2025Q4: 9,745 shares; 2026Q1: not loaded; 2026Q2: 10,550 shares 10,550 $2.28M 0.58% Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,340 shares; 2024Q4: 4,995 shares; 2025Q1: 4,795 shares; 2025Q2: 4,595 shares; 2025Q3: 8,120 shares; 2025Q4: 8,120 shares; 2026Q1: not loaded; 2026Q2: 8,120 shares 8,120 $2.27M 0.58% 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: 10,453 shares; 2024Q4: 10,453 shares; 2025Q1: 10,269 shares; 2025Q2: 6,536 shares; 2025Q3: 6,436 shares; 2025Q4: 6,286 shares; 2026Q1: not loaded; 2026Q2: 6,186 shares 6,186 $2.21M 0.57% 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: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: not loaded; 2026Q2: 13,900 shares 13,900 $1.99M 0.51% 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: 2,648 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,656 shares; 2025Q3: 2,656 shares; 2025Q4: 2,656 shares; 2026Q1: not loaded; 2026Q2: 2,656 shares 2,656 $1.98M 0.51% 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: 27,881 shares; 2024Q4: 28,093 shares; 2025Q1: 28,093 shares; 2025Q2: 24,093 shares; 2025Q3: 22,893 shares; 2025Q4: 22,893 shares; 2026Q1: not loaded; 2026Q2: 22,133 shares 22,133 $1.94M 0.5% 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: 9,450 shares; 2024Q4: 9,708 shares; 2025Q1: 9,712 shares; 2025Q2: 9,312 shares; 2025Q3: 9,412 shares; 2025Q4: 10,112 shares; 2026Q1: not loaded; 2026Q2: 11,662 shares 11,662 $1.93M 0.49% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: not loaded; 2026Q2: 5,500 shares 5,500 $1.73M 0.44% 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: 33,900 shares; 2024Q4: 34,900 shares; 2025Q1: 34,900 shares; 2025Q2: 37,325 shares; 2025Q3: 38,125 shares; 2025Q4: 51,425 shares; 2026Q1: not loaded; 2026Q2: 56,325 shares 56,325 $1.72M 0.44% 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: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: not loaded; 2026Q2: 6,150 shares 6,150 $1.66M 0.43% 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: 3,075 shares; 2024Q4: 3,129 shares; 2025Q1: 3,129 shares; 2025Q2: 3,104 shares; 2025Q3: 3,354 shares; 2025Q4: 3,197 shares; 2026Q1: not loaded; 2026Q2: 3,197 shares 3,197 $1.64M 0.42% 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: 14,456 shares; 2024Q4: 14,942 shares; 2025Q1: 14,898 shares; 2025Q2: 11,898 shares; 2025Q3: 11,898 shares; 2025Q4: 11,898 shares; 2026Q1: not loaded; 2026Q2: 11,423 shares 11,423 $1.56M 0.4% 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: 4,756 shares; 2024Q4: 4,756 shares; 2025Q1: 4,756 shares; 2025Q2: 5,456 shares; 2025Q3: 16,371 shares; 2025Q4: 17,871 shares; 2026Q1: not loaded; 2026Q2: 19,871 shares 19,871 $1.55M 0.4% Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,673 shares; 2024Q4: 9,523 shares; 2025Q1: 9,023 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 8,898 shares; 2026Q1: not loaded; 2026Q2: 11,898 shares 11,898 $1.48M 0.38% 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: 5,669 shares; 2024Q4: 5,619 shares; 2025Q1: 5,369 shares; 2025Q2: not reported; 2025Q3: 7,684 shares; 2025Q4: 7,684 shares; 2026Q1: not loaded; 2026Q2: 7,684 shares 7,684 $1.46M 0.37% Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: not loaded; 2026Q2: 3,900 shares 3,900 $1.45M 0.37% Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 12,110 shares; 2025Q1: 12,112 shares; 2025Q2: 10,112 shares; 2025Q3: 10,112 shares; 2025Q4: 10,112 shares; 2026Q1: not loaded; 2026Q2: 9,612 shares 9,612 $1.26M 0.32% 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: 17,105 shares; 2024Q4: not reported; 2025Q1: 9,655 shares; 2025Q2: 9,155 shares; 2025Q3: 8,955 shares; 2025Q4: 8,955 shares; 2026Q1: not loaded; 2026Q2: 8,955 shares 8,955 $1.25M 0.32% 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: 11,295 shares; 2024Q4: 11,235 shares; 2025Q1: 10,737 shares; 2025Q2: 10,239 shares; 2025Q3: 10,339 shares; 2025Q4: 10,738 shares; 2026Q1: not loaded; 2026Q2: 10,938 shares 10,938 $1.24M 0.32% 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: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: not loaded; 2026Q2: 4,800 shares 4,800 $1.23M 0.31% 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: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,796 shares; 2026Q1: not loaded; 2026Q2: 1,891 shares 1,891 $1.06M 0.27% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: not loaded; 2026Q2: 2,055 shares 2,055 $1.05M 0.27% 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: 2,950 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: not loaded; 2026Q2: 3,275 shares 3,275 $1.03M 0.26% Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,200 shares; 2024Q4: 19,200 shares; 2025Q1: 19,200 shares; 2025Q2: 19,200 shares; 2025Q3: 19,200 shares; 2025Q4: 19,100 shares; 2026Q1: not loaded; 2026Q2: 18,950 shares 18,950 $983K 0.25% Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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 loaded; 2026Q2: 17,239 shares 17,239 $972K 0.25% Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: not loaded; 2026Q2: 5,500 shares 5,500 $947K 0.24% 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: 9,147 shares; 2024Q4: 9,147 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,000 shares; 2025Q4: 5,955 shares; 2026Q1: not loaded; 2026Q2: 5,955 shares 5,955 $902K 0.23% Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: not loaded; 2026Q2: 5,900 shares 5,900 $866K 0.22% Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,032 shares; 2024Q4: 64,578 shares; 2025Q1: 60,669 shares; 2025Q2: 60,393 shares; 2025Q3: 57,959 shares; 2025Q4: 56,911 shares; 2026Q1: not loaded; 2026Q2: 54,304 shares 54,304 $862K 0.22% Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,000 shares; 2025Q4: 9,050 shares; 2026Q1: not loaded; 2026Q2: 8,050 shares 8,050 $801K 0.2% Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,000 shares 1,000 $763K 0.2% 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: 5,310 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,600 shares; 2026Q1: not loaded; 2026Q2: 3,600 shares 3,600 $742K 0.19% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: not loaded; 2026Q2: 2,045 shares 2,045 $724K 0.19% 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000 $705K 0.18% Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,150 shares; 2025Q1: 5,100 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: not loaded; 2026Q2: 4,600 shares 4,600 $701K 0.18% 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,100 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: not loaded; 2026Q2: 6,350 shares 6,350 $697K 0.18% Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,500 shares; 2026Q1: not loaded; 2026Q2: 6,600 shares 6,600 $693K 0.18% Timeline RH RH More: the full row for RH 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: 2,000 shares; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000 $659K 0.17% Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: not loaded; 2026Q2: 8,500 shares 8,500 $641K 0.16% 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: not reported; 2026Q1: not loaded; 2026Q2: 1,400 shares 1,400 $604K 0.15% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: not loaded; 2026Q2: 1,420 shares 1,420 $597K 0.15% 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: 9,043 shares; 2024Q4: 9,043 shares; 2025Q1: 8,593 shares; 2025Q2: 8,493 shares; 2025Q3: 8,493 shares; 2025Q4: 8,493 shares; 2026Q1: not loaded; 2026Q2: 8,493 shares 8,493 $580K 0.15% 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: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: not loaded; 2026Q2: 1,337 shares 1,337 $570K 0.15% Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 6,489 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares; 2025Q3: 6,489 shares; 2025Q4: 6,489 shares; 2026Q1: not loaded; 2026Q2: 6,489 shares 6,489 $562K 0.14% 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: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,870 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: not loaded; 2026Q2: 2,470 shares 2,470 $553K 0.14% 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: 8,186 shares; 2024Q4: 8,186 shares; 2025Q1: 8,186 shares; 2025Q2: 9,161 shares; 2025Q3: 9,161 shares; 2025Q4: 9,161 shares; 2026Q1: not loaded; 2026Q2: 9,161 shares 9,161 $553K 0.14% Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: not loaded; 2026Q2: 3,700 shares 3,700 $550K 0.14% 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: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 5,899 shares; 2025Q3: 5,899 shares; 2025Q4: 5,899 shares; 2026Q1: not loaded; 2026Q2: 5,899 shares 5,899 $544K 0.14% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,066 shares; 2024Q4: 10,066 shares; 2025Q1: 10,066 shares; 2025Q2: 10,066 shares; 2025Q3: 10,066 shares; 2025Q4: 10,066 shares; 2026Q1: not loaded; 2026Q2: 10,066 shares 10,066 $538K 0.14% 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 loaded; 2026Q2: 2,351 shares 2,351 $526K 0.13% 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: 2,853 shares; 2024Q4: 2,753 shares; 2025Q1: 2,372 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: not loaded; 2026Q2: 1,940 shares 1,940 $524K 0.13% 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 loaded; 2026Q2: 2,349 shares 2,349 $519K 0.13% 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: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 3,024 shares; 2025Q2: 1,932 shares; 2025Q3: 1,641 shares; 2025Q4: 3,282 shares; 2026Q1: not loaded; 2026Q2: 2,682 shares 2,682 $511K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not loaded; 2026Q2: 1,000 shares 1,000 $509K 0.13% 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: 16,108 shares; 2024Q4: 16,108 shares; 2025Q1: 16,108 shares; 2025Q2: 14,608 shares; 2025Q3: 14,608 shares; 2025Q4: 14,608 shares; 2026Q1: not loaded; 2026Q2: 14,608 shares 14,608 $508K 0.13% 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: not loaded; 2026Q2: 1,832 shares 1,832 $505K 0.13% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares; 2026Q1: not loaded; 2026Q2: 6,125 shares 6,125 $498K 0.13% Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: not loaded; 2026Q2: 7,200 shares 7,200 $497K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 5,000 shares 5,000 $496K 0.13% 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: not loaded; 2026Q2: 1,400 shares 1,400 $441K 0.11% Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 11,074 shares; 2025Q2: 11,074 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares; 2026Q1: not loaded; 2026Q2: 11,074 shares 11,074 $424K 0.11% Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: not loaded; 2026Q2: 400 shares 400 $405K 0.1% 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: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: not loaded; 2026Q2: 995 shares 995 $351K 0.09% Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 5,867 shares; 2025Q1: 5,878 shares; 2025Q2: 5,760 shares; 2025Q3: 5,749 shares; 2025Q4: 5,449 shares; 2026Q1: not loaded; 2026Q2: 5,449 shares 5,449 $338K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000 $313K 0.08% 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: not reported; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: not loaded; 2026Q2: 820 shares 820 $310K 0.08% 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: not reported; 2026Q1: not loaded; 2026Q2: 2,500 shares 2,500 $292K 0.07% 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: 4,900 shares; 2024Q4: 4,817 shares; 2025Q1: 4,817 shares; 2025Q2: 4,609 shares; 2025Q3: 4,609 shares; 2025Q4: 4,609 shares; 2026Q1: not loaded; 2026Q2: 4,526 shares 4,526 $290K 0.07% Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: not loaded; 2026Q2: 2,450 shares 2,450 $276K 0.07% Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,145 shares; 2024Q4: 4,759 shares; 2025Q1: 4,295 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 3,795 shares; 2026Q1: not loaded; 2026Q2: 3,795 shares 3,795 $275K 0.07% 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: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 1,750 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 2,334 shares; 2026Q1: not loaded; 2026Q2: 2,334 shares 2,334 $274K 0.07% 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: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,340 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: not loaded; 2026Q2: 907 shares 907 $266K 0.07% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: not loaded; 2026Q2: 2,320 shares 2,320 $265K 0.07% Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: not loaded; 2026Q2: 3,550 shares 3,550 $255K 0.07% Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: not loaded; 2026Q2: 2,600 shares 2,600 $248K 0.06% Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q1: not loaded; 2026Q2: 1,637 shares 1,637 $247K 0.06% Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: not loaded; 2026Q2: 1,100 shares 1,100 $247K 0.06% 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: 488 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: not loaded; 2026Q2: 488 shares 488 $244K 0.06% Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares; 2025Q4: 6,480 shares; 2026Q1: not loaded; 2026Q2: 6,480 shares 6,480 $239K 0.06% Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: not loaded; 2026Q2: 3,030 shares 3,030 $239K 0.06% 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: 858 shares; 2024Q4: 858 shares; 2025Q1: 675 shares; 2025Q2: 492 shares; 2025Q3: 499 shares; 2025Q4: 316 shares; 2026Q1: not loaded; 2026Q2: 316 shares 316 $237K 0.06% Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,118 shares; 2024Q4: 5,618 shares; 2025Q1: 5,618 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 3,300 shares; 2026Q1: not loaded; 2026Q2: 3,300 shares 3,300 $237K 0.06% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000 $235K 0.06% Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,183 shares; 2025Q2: 1,046 shares; 2025Q3: 946 shares; 2025Q4: 855 shares; 2026Q1: not loaded; 2026Q2: 855 shares 855 $223K 0.06% 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: 2,144 shares; 2024Q4: not reported; 2025Q1: 2,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,144 shares 2,144 $219K 0.06% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000 $208K 0.05% Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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 loaded; 2026Q2: 7,000 shares 7,000 $205K 0.05% Timeline