NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,973 shares; 2024Q4: 151,149 shares; 2025Q1: 151,661 shares; 2025Q2: 153,565 shares; 2025Q3: 155,765 shares; 2025Q4: 158,422 shares; 2026Q1: 161,266 shares; 2026Q2: 161,950 shares 161,950 $32.4M 8.14% +684 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: 47,570 shares; 2025Q1: 49,666 shares; 2025Q2: 52,122 shares; 2025Q3: 53,495 shares; 2025Q4: 51,533 shares; 2026Q1: 51,136 shares; 2026Q2: 48,385 shares 48,385 $21M 5.27% -2,751 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: 24,249 shares; 2024Q4: 24,506 shares; 2025Q1: 24,526 shares; 2025Q2: 24,461 shares; 2025Q3: 23,736 shares; 2025Q4: 22,061 shares; 2026Q1: 21,895 shares; 2026Q2: 21,790 shares 21,790 $12.7M 3.18% -105 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728 shares; 2024Q4: 4,988 shares; 2025Q1: 5,628 shares; 2025Q2: 5,845 shares; 2025Q3: 6,180 shares; 2025Q4: 6,129 shares; 2026Q1: 6,217 shares; 2026Q2: 6,323 shares 6,323 $12.6M 3.16% +106 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: 47,247 shares; 2024Q4: 44,481 shares; 2025Q1: 43,826 shares; 2025Q2: 43,875 shares; 2025Q3: 44,016 shares; 2025Q4: 42,414 shares; 2026Q1: 42,044 shares; 2026Q2: 40,972 shares 40,972 $11.9M 2.98% -1,072 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: 28,292 shares; 2024Q4: 27,183 shares; 2025Q1: 27,278 shares; 2025Q2: 28,496 shares; 2025Q3: 30,457 shares; 2025Q4: 30,199 shares; 2026Q1: 30,227 shares; 2026Q2: 29,809 shares 29,809 $10.7M 2.68% -418 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: 39,572 shares; 2024Q4: 38,863 shares; 2025Q1: 38,860 shares; 2025Q2: 39,652 shares; 2025Q3: 39,857 shares; 2025Q4: 39,740 shares; 2026Q1: 40,229 shares; 2026Q2: 40,185 shares 40,185 $9.58M 2.41% -44 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: 14,964 shares; 2024Q4: 14,997 shares; 2025Q1: 14,948 shares; 2025Q2: 15,084 shares; 2025Q3: 16,208 shares; 2025Q4: 16,382 shares; 2026Q1: 16,621 shares; 2026Q2: 17,224 shares 17,224 $8.62M 2.16% +603 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: 8,358 shares; 2024Q4: 8,398 shares; 2025Q1: 8,382 shares; 2025Q2: 8,543 shares; 2025Q3: 8,648 shares; 2025Q4: 8,744 shares; 2026Q1: 8,853 shares; 2026Q2: 8,824 shares 8,824 $8.25M 2.07% -29 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: 8,044 shares; 2024Q4: 7,473 shares; 2025Q1: 7,474 shares; 2025Q2: 7,430 shares; 2025Q3: 7,309 shares; 2025Q4: 7,110 shares; 2026Q1: 7,116 shares; 2026Q2: 7,087 shares 7,087 $8.18M 2.05% -29 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: 15,501 shares; 2024Q4: 15,875 shares; 2025Q1: 16,466 shares; 2025Q2: 17,337 shares; 2025Q3: 17,888 shares; 2025Q4: 18,160 shares; 2026Q1: 19,248 shares; 2026Q2: 21,084 shares 21,084 $7.86M 1.98% +1,836 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: 18,919 shares; 2024Q4: 18,995 shares; 2025Q1: 19,053 shares; 2025Q2: 19,993 shares; 2025Q3: 20,843 shares; 2025Q4: 20,763 shares; 2026Q1: 21,502 shares; 2026Q2: 21,609 shares 21,609 $7.63M 1.92% +107 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: 4,734 shares; 2024Q4: 6,133 shares; 2025Q1: 7,627 shares; 2025Q2: 8,516 shares; 2025Q3: 10,436 shares; 2025Q4: 10,414 shares; 2026Q1: 9,291 shares; 2026Q2: 9,098 shares 9,098 $6.58M 1.65% -193 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,356 shares; 2024Q4: 17,411 shares; 2025Q1: 17,531 shares; 2025Q2: 17,582 shares; 2025Q3: 17,629 shares; 2025Q4: 17,795 shares; 2026Q1: 17,642 shares; 2026Q2: 17,684 shares 17,684 $5.27M 1.32% +42 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,298 shares; 2024Q4: 14,428 shares; 2025Q1: 16,001 shares; 2025Q2: 17,616 shares; 2025Q3: 17,056 shares; 2025Q4: 18,211 shares; 2026Q1: 18,246 shares; 2026Q2: 17,888 shares 17,888 $5.24M 1.32% -358 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,631 shares; 2024Q4: 53,044 shares; 2025Q1: 54,752 shares; 2025Q2: 107,028 shares; 2025Q3: 106,097 shares; 2025Q4: 107,918 shares; 2026Q1: 109,054 shares; 2026Q2: 108,638 shares 108,638 $5.22M 1.31% -416 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: 25,739 shares; 2024Q4: 27,231 shares; 2025Q1: 28,245 shares; 2025Q2: 30,162 shares; 2025Q3: 31,305 shares; 2025Q4: 30,958 shares; 2026Q1: 29,697 shares; 2026Q2: 27,950 shares 27,950 $5.16M 1.3% -1,747 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: 8,971 shares; 2024Q4: 9,303 shares; 2025Q1: 10,955 shares; 2025Q2: 12,366 shares; 2025Q3: 13,291 shares; 2025Q4: 13,909 shares; 2026Q1: 14,567 shares; 2026Q2: 15,146 shares 15,146 $4.96M 1.25% +579 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: 1,934 shares; 2024Q4: 1,929 shares; 2025Q1: 1,928 shares; 2025Q2: 1,920 shares; 2025Q3: 1,893 shares; 2025Q4: 1,766 shares; 2026Q1: 1,783 shares; 2026Q2: 16,398 shares 16,398 $4.95M 1.24% +14,615 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,856 shares; 2024Q4: 15,520 shares; 2025Q1: 16,310 shares; 2025Q2: 17,756 shares; 2025Q3: 18,583 shares; 2025Q4: 19,213 shares; 2026Q1: 19,260 shares; 2026Q2: 18,899 shares 18,899 $4.92M 1.24% -361 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,737 shares; 2024Q4: 21,182 shares; 2025Q1: 21,710 shares; 2025Q2: 22,517 shares; 2025Q3: 22,536 shares; 2025Q4: 22,439 shares; 2026Q1: 21,300 shares; 2026Q2: 21,115 shares 21,115 $4.85M 1.22% -185 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: 12,121 shares; 2024Q4: 11,846 shares; 2025Q1: 11,328 shares; 2025Q2: 11,653 shares; 2025Q3: 12,283 shares; 2025Q4: 12,685 shares; 2026Q1: 12,661 shares; 2026Q2: 12,108 shares 12,108 $4.57M 1.15% -553 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,726 shares; 2024Q4: 8,946 shares; 2025Q1: 9,512 shares; 2025Q2: 10,433 shares; 2025Q3: 10,924 shares; 2025Q4: 11,457 shares; 2026Q1: 12,086 shares; 2026Q2: 12,855 shares 12,855 $4.53M 1.14% +769 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: 24,607 shares; 2024Q4: 22,888 shares; 2025Q1: 21,682 shares; 2025Q2: 18,996 shares; 2025Q3: 18,159 shares; 2025Q4: 17,511 shares; 2026Q1: 17,150 shares; 2026Q2: 16,829 shares 16,829 $4.3M 1.08% -321 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,096 shares; 2024Q4: 13,549 shares; 2025Q1: 17,235 shares; 2025Q2: 20,084 shares; 2025Q3: 22,431 shares; 2025Q4: 23,700 shares; 2026Q1: 24,493 shares; 2026Q2: 24,578 shares 24,578 $4.27M 1.07% +85 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: 40,978 shares; 2024Q4: 40,619 shares; 2025Q1: 40,427 shares; 2025Q2: 40,112 shares; 2025Q3: 38,470 shares; 2025Q4: 37,961 shares; 2026Q1: 36,346 shares; 2026Q2: 35,375 shares 35,375 $4.16M 1.04% -971 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,285 shares; 2024Q4: 5,310 shares; 2025Q1: 4,844 shares; 2025Q2: 5,519 shares; 2025Q3: 5,774 shares; 2025Q4: 5,683 shares; 2026Q1: 5,744 shares; 2026Q2: 5,693 shares 5,693 $4.06M 1.02% -51 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,218 shares; 2024Q4: 9,749 shares; 2025Q1: 10,095 shares; 2025Q2: 10,336 shares; 2025Q3: 11,478 shares; 2025Q4: 11,782 shares; 2026Q1: 12,129 shares; 2026Q2: 12,433 shares 12,433 $3.96M 0.99% +304 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 2,009 shares; 2025Q2: 2,205 shares; 2025Q3: 2,687 shares; 2025Q4: 2,777 shares; 2026Q1: 2,769 shares; 2026Q2: 2,783 shares 2,783 $3.85M 0.97% +14 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: 26,360 shares; 2024Q4: 25,493 shares; 2025Q1: 22,872 shares; 2025Q2: 22,643 shares; 2025Q3: 22,078 shares; 2025Q4: 20,848 shares; 2026Q1: 20,420 shares; 2026Q2: 19,731 shares 19,731 $3.74M 0.94% -689 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,789 shares; 2024Q4: 51,124 shares; 2025Q1: 52,265 shares; 2025Q2: 47,450 shares; 2025Q3: 47,372 shares; 2025Q4: 46,649 shares; 2026Q1: 46,142 shares; 2026Q2: 46,310 shares 46,310 $3.72M 0.93% +168 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: 24,005 shares; 2024Q4: 25,685 shares; 2025Q1: 27,762 shares; 2025Q2: 28,388 shares; 2025Q3: 28,796 shares; 2025Q4: 25,542 shares; 2026Q1: 26,064 shares; 2026Q2: 27,611 shares 27,611 $3.61M 0.91% +1,547 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 2,432 shares; 2025Q4: 4,355 shares; 2026Q1: 6,443 shares; 2026Q2: 7,462 shares 7,462 $3.56M 0.89% +1,019 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,949 shares; 2024Q4: 13,850 shares; 2025Q1: 13,315 shares; 2025Q2: 14,590 shares; 2025Q3: 14,595 shares; 2025Q4: 14,953 shares; 2026Q1: 14,840 shares; 2026Q2: 15,262 shares 15,262 $3.56M 0.89% +422 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: 22,523 shares; 2024Q4: 22,639 shares; 2025Q1: 23,013 shares; 2025Q2: 23,956 shares; 2025Q3: 24,884 shares; 2025Q4: 24,769 shares; 2026Q1: 24,217 shares; 2026Q2: 23,789 shares 23,789 $3.49M 0.88% -428 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: 26,861 shares; 2024Q4: 27,551 shares; 2025Q1: 27,778 shares; 2025Q2: 27,795 shares; 2025Q3: 28,296 shares; 2025Q4: 27,255 shares; 2026Q1: 27,067 shares; 2026Q2: 22,728 shares 22,728 $3.44M 0.86% -4,339 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: 2,736 shares; 2024Q4: 2,880 shares; 2025Q1: 3,096 shares; 2025Q2: 3,217 shares; 2025Q3: 3,379 shares; 2025Q4: 3,175 shares; 2026Q1: 3,207 shares; 2026Q2: 3,182 shares 3,182 $3.39M 0.85% -25 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,599 shares; 2024Q4: 13,331 shares; 2025Q1: 13,947 shares; 2025Q2: 14,685 shares; 2025Q3: 16,442 shares; 2025Q4: 17,303 shares; 2026Q1: 18,379 shares; 2026Q2: 18,798 shares 18,798 $3.38M 0.85% +419 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: 21,602 shares; 2024Q4: 22,592 shares; 2025Q1: 22,666 shares; 2025Q2: 23,463 shares; 2025Q3: 24,113 shares; 2025Q4: 25,433 shares; 2026Q1: 26,554 shares; 2026Q2: 26,501 shares 26,501 $3.35M 0.84% -53 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 624 shares; 2025Q1: 945 shares; 2025Q2: 1,226 shares; 2025Q3: 1,379 shares; 2025Q4: 1,787 shares; 2026Q1: 2,569 shares; 2026Q2: 2,847 shares 2,847 $3.23M 0.81% +278 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: 14,304 shares; 2024Q4: 14,638 shares; 2025Q1: 14,668 shares; 2025Q2: 13,625 shares; 2025Q3: 13,595 shares; 2025Q4: 13,996 shares; 2026Q1: 13,752 shares; 2026Q2: 14,367 shares 14,367 $3.17M 0.8% +615 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: 7,356 shares; 2025Q2: 8,848 shares; 2025Q3: 9,926 shares; 2025Q4: 10,792 shares; 2026Q1: 11,743 shares; 2026Q2: 12,690 shares 12,690 $3.15M 0.79% +947 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,750 shares; 2025Q1: 4,782 shares; 2025Q2: 4,992 shares; 2025Q3: 5,480 shares; 2025Q4: 6,210 shares; 2026Q1: 6,381 shares; 2026Q2: 6,630 shares 6,630 $2.96M 0.74% +249 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: 13,597 shares; 2024Q4: 11,639 shares; 2025Q1: 10,246 shares; 2025Q2: 9,440 shares; 2025Q3: 8,573 shares; 2025Q4: 8,506 shares; 2026Q1: 8,457 shares; 2026Q2: 8,476 shares 8,476 $2.91M 0.73% +19 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: 14,633 shares; 2024Q4: 13,681 shares; 2025Q1: 14,189 shares; 2025Q2: 15,804 shares; 2025Q3: 16,917 shares; 2025Q4: 18,599 shares; 2026Q1: 21,842 shares; 2026Q2: 23,924 shares 23,924 $2.82M 0.71% +2,082 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,809 shares 19,809 $2.71M 0.68% new 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: 35,816 shares; 2024Q4: 35,611 shares; 2025Q1: 34,218 shares; 2025Q2: 33,391 shares; 2025Q3: 33,073 shares; 2025Q4: 31,159 shares; 2026Q1: 30,743 shares; 2026Q2: 30,557 shares 30,557 $2.68M 0.67% -186 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST 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: 30,916 shares; 2026Q1: 32,825 shares; 2026Q2: 62,452 shares 62,452 $2.62M 0.66% +29,627 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 3,370 shares; 2025Q1: 3,642 shares; 2025Q2: 3,575 shares; 2025Q3: 3,288 shares; 2025Q4: 2,598 shares; 2026Q1: 2,688 shares; 2026Q2: 2,665 shares 2,665 $2.57M 0.65% -23 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,868 shares; 2024Q4: 4,147 shares; 2025Q1: 4,338 shares; 2025Q2: 4,492 shares; 2025Q3: 4,376 shares; 2025Q4: 4,543 shares; 2026Q1: 4,685 shares; 2026Q2: 5,013 shares 5,013 $2.55M 0.64% +328 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: 2,935 shares; 2024Q4: 2,723 shares; 2025Q1: 2,650 shares; 2025Q2: 2,613 shares; 2025Q3: 2,640 shares; 2025Q4: 2,622 shares; 2026Q1: 2,525 shares; 2026Q2: 3,430 shares 3,430 $2.53M 0.63% +905 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,755 shares; 2025Q1: 4,839 shares; 2025Q2: 5,099 shares; 2025Q3: 5,506 shares; 2025Q4: 5,669 shares; 2026Q1: 5,793 shares; 2026Q2: 5,883 shares 5,883 $2.34M 0.59% +90 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,896 shares; 2025Q1: 4,096 shares; 2025Q2: 4,358 shares; 2025Q3: 4,353 shares; 2025Q4: 4,011 shares; 2026Q1: 3,650 shares; 2026Q2: 3,564 shares 3,564 $2.22M 0.56% -86 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: 5,452 shares; 2024Q4: 5,574 shares; 2025Q1: 6,070 shares; 2025Q2: 6,248 shares; 2025Q3: 6,523 shares; 2025Q4: 6,819 shares; 2026Q1: 6,007 shares; 2026Q2: 6,344 shares 6,344 $2.18M 0.55% +337 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: 2,946 shares; 2024Q4: 2,736 shares; 2025Q1: 2,301 shares; 2025Q2: 2,446 shares; 2025Q3: 2,259 shares; 2025Q4: 1,955 shares; 2026Q1: 1,864 shares; 2026Q2: 1,811 shares 1,811 $2.17M 0.55% -53 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,169 shares; 2024Q4: 11,207 shares; 2025Q1: 11,709 shares; 2025Q2: 11,914 shares; 2025Q3: 12,345 shares; 2025Q4: 12,501 shares; 2026Q1: 12,577 shares; 2026Q2: 13,062 shares 13,062 $2.14M 0.54% +485 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: 25,240 shares; 2024Q4: 25,863 shares; 2025Q1: 26,233 shares; 2025Q2: 27,720 shares; 2025Q3: 28,207 shares; 2025Q4: 27,372 shares; 2026Q1: 24,382 shares; 2026Q2: 21,270 shares 21,270 $1.93M 0.48% -3,112 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: 2,791 shares; 2025Q4: 5,196 shares; 2026Q1: 7,121 shares; 2026Q2: 10,206 shares 10,206 $1.73M 0.44% +3,085 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: 8,559 shares; 2024Q4: 8,345 shares; 2025Q1: 8,135 shares; 2025Q2: 8,402 shares; 2025Q3: 9,276 shares; 2025Q4: 11,383 shares; 2026Q1: 12,284 shares; 2026Q2: 13,521 shares 13,521 $1.68M 0.42% +1,237 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,354 shares; 2025Q1: 35,510 shares; 2025Q2: 27,469 shares; 2025Q3: 21,733 shares; 2025Q4: 17,552 shares; 2026Q1: 12,977 shares; 2026Q2: 11,474 shares 11,474 $1.65M 0.41% -1,503 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 7,847 shares; 2025Q1: 9,399 shares; 2025Q2: 10,057 shares; 2025Q3: 12,800 shares; 2025Q4: 16,268 shares; 2026Q1: 16,509 shares; 2026Q2: 18,015 shares 18,015 $1.63M 0.41% +1,506 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,959 shares; 2024Q4: 55,013 shares; 2025Q1: 57,639 shares; 2025Q2: 58,986 shares; 2025Q3: 57,563 shares; 2025Q4: 39,602 shares; 2026Q1: 39,372 shares; 2026Q2: 39,396 shares 39,396 $1.63M 0.41% +24 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,589 shares; 2024Q4: 7,607 shares; 2025Q1: 7,483 shares; 2025Q2: 7,535 shares; 2025Q3: 7,229 shares; 2025Q4: 7,240 shares; 2026Q1: 7,056 shares; 2026Q2: 7,033 shares 7,033 $1.6M 0.4% -23 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: 2,249 shares; 2024Q4: 2,915 shares; 2025Q1: 2,963 shares; 2025Q2: 3,562 shares; 2025Q3: 4,340 shares; 2025Q4: 4,509 shares; 2026Q1: 5,431 shares; 2026Q2: 5,826 shares 5,826 $1.58M 0.4% +395 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,335 shares; 2024Q4: 4,715 shares; 2025Q1: 5,558 shares; 2025Q2: 6,098 shares; 2025Q3: 6,990 shares; 2025Q4: 8,239 shares; 2026Q1: 8,106 shares; 2026Q2: 7,500 shares 7,500 $1.54M 0.39% -606 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: 25,698 shares; 2024Q4: 24,328 shares; 2025Q1: 24,288 shares; 2025Q2: 22,573 shares; 2025Q3: 22,530 shares; 2025Q4: 19,213 shares; 2026Q1: 19,105 shares; 2026Q2: 18,857 shares 18,857 $1.53M 0.38% -248 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,327 shares; 2024Q4: 12,698 shares; 2025Q1: 12,783 shares; 2025Q2: 13,821 shares; 2025Q3: 15,225 shares; 2025Q4: 15,667 shares; 2026Q1: 15,911 shares; 2026Q2: 15,717 shares 15,717 $1.5M 0.38% -194 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,322 shares; 2024Q4: 11,985 shares; 2025Q1: 12,107 shares; 2025Q2: 13,120 shares; 2025Q3: 10,756 shares; 2025Q4: 10,249 shares; 2026Q1: 13,033 shares; 2026Q2: 13,931 shares 13,931 $1.5M 0.38% +898 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,553 shares; 2024Q4: 5,547 shares; 2025Q1: 5,703 shares; 2025Q2: 5,789 shares; 2025Q3: 5,897 shares; 2025Q4: 6,519 shares; 2026Q1: 6,385 shares; 2026Q2: 6,215 shares 6,215 $1.48M 0.37% -170 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,078 shares; 2024Q4: 47,957 shares; 2025Q1: 66,106 shares; 2025Q2: 73,449 shares; 2025Q3: 83,694 shares; 2025Q4: 82,404 shares; 2026Q1: 81,323 shares; 2026Q2: 79,696 shares 79,696 $1.48M 0.37% -1,627 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,192 shares; 2024Q4: 18,479 shares; 2025Q1: 18,808 shares; 2025Q2: 18,823 shares; 2025Q3: 19,551 shares; 2025Q4: 20,320 shares; 2026Q1: 19,174 shares; 2026Q2: 19,315 shares 19,315 $1.46M 0.37% +141 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: 30,704 shares; 2024Q4: 29,238 shares; 2025Q1: 27,724 shares; 2025Q2: 27,507 shares; 2025Q3: 26,059 shares; 2025Q4: 25,245 shares; 2026Q1: 23,810 shares; 2026Q2: 23,839 shares 23,839 $1.44M 0.36% +29 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,677 shares; 2025Q1: 84,083 shares; 2025Q2: 111,007 shares; 2025Q3: 149,840 shares; 2025Q4: 152,971 shares; 2026Q1: 150,729 shares; 2026Q2: 147,845 shares 147,845 $1.4M 0.35% -2,884 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: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,277 shares; 2025Q3: 1,279 shares; 2025Q4: 1,244 shares; 2026Q1: 1,330 shares; 2026Q2: 1,333 shares 1,333 $1.35M 0.34% +3 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: 6,771 shares; 2024Q4: 6,778 shares; 2025Q1: 6,735 shares; 2025Q2: 6,302 shares; 2025Q3: 6,307 shares; 2025Q4: 6,210 shares; 2026Q1: 6,074 shares; 2026Q2: 6,023 shares 6,023 $1.34M 0.34% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 3,046 shares; 2026Q1: 6,636 shares; 2026Q2: 9,049 shares 9,049 $1.33M 0.33% +2,413 Timeline AFIX ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 44,761 shares; 2025Q4: 37,792 shares; 2026Q1: 50,130 shares; 2026Q2: 50,346 shares 50,346 $1.25M 0.31% +216 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,598 shares; 2025Q4: 5,532 shares; 2026Q1: 7,878 shares; 2026Q2: 8,180 shares 8,180 $1.18M 0.3% +302 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: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,860 shares; 2025Q2: 2,900 shares; 2025Q3: 2,875 shares; 2025Q4: 2,910 shares; 2026Q1: 3,037 shares; 2026Q2: 3,032 shares 3,032 $1.14M 0.29% -5 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: 1,666 shares; 2024Q4: 1,579 shares; 2025Q1: 1,582 shares; 2025Q2: 1,544 shares; 2025Q3: 1,535 shares; 2025Q4: 1,524 shares; 2026Q1: 1,496 shares; 2026Q2: 1,695 shares 1,695 $1.07M 0.27% +199 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: 6,091 shares; 2024Q4: 2,891 shares; 2025Q1: 2,891 shares; 2025Q2: 2,626 shares; 2025Q3: 2,241 shares; 2025Q4: 2,270 shares; 2026Q1: 2,470 shares; 2026Q2: 2,548 shares 2,548 $1.07M 0.27% +78 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: not reported; 2025Q3: 3,650 shares; 2025Q4: 7,865 shares; 2026Q1: 6,792 shares; 2026Q2: 6,922 shares 6,922 $1.06M 0.27% +130 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: 2,532 shares; 2024Q4: 2,280 shares; 2025Q1: 2,104 shares; 2025Q2: 2,107 shares; 2025Q3: 2,071 shares; 2025Q4: 2,023 shares; 2026Q1: 2,038 shares; 2026Q2: 2,070 shares 2,070 $1.06M 0.27% +32 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: 4,290 shares; 2024Q4: 4,299 shares; 2025Q1: 4,261 shares; 2025Q2: 4,351 shares; 2025Q3: 4,128 shares; 2025Q4: 4,071 shares; 2026Q1: 3,876 shares; 2026Q2: 3,836 shares 3,836 $1.04M 0.26% -40 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: 11,104 shares; 2024Q4: 11,583 shares; 2025Q1: 11,627 shares; 2025Q2: 12,136 shares; 2025Q3: 11,411 shares; 2025Q4: 8,270 shares; 2026Q1: 7,759 shares; 2026Q2: 7,507 shares 7,507 $1.02M 0.26% -252 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: 11,350 shares; 2025Q1: 19,470 shares; 2025Q2: 21,970 shares; 2025Q3: 27,315 shares; 2025Q4: 38,835 shares; 2026Q1: 34,975 shares; 2026Q2: 34,605 shares 34,605 $1.01M 0.25% -370 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,026 shares; 2024Q4: 80,206 shares; 2025Q1: 66,090 shares; 2025Q2: 54,698 shares; 2025Q3: 50,191 shares; 2025Q4: 46,697 shares; 2026Q1: 45,715 shares; 2026Q2: 48,794 shares 48,794 $979K 0.25% +3,079 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,252 shares; 2025Q1: 2,134 shares; 2025Q2: 2,135 shares; 2025Q3: 2,093 shares; 2025Q4: 2,077 shares; 2026Q1: 1,985 shares; 2026Q2: 1,913 shares 1,913 $947K 0.24% -72 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: 883 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 893 shares; 2026Q2: 1,327 shares 1,327 $911K 0.23% +434 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,803 shares; 2024Q4: 14,473 shares; 2025Q1: 14,991 shares; 2025Q2: 17,225 shares; 2025Q3: 20,093 shares; 2025Q4: 20,539 shares; 2026Q1: 20,982 shares; 2026Q2: 21,123 shares 21,123 $911K 0.23% +141 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: 952 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 782 shares; 2025Q3: 2,900 shares; 2025Q4: 3,693 shares; 2026Q1: 5,189 shares; 2026Q2: 5,699 shares 5,699 $893K 0.22% +510 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,169 shares; 2025Q3: 1,024 shares; 2025Q4: 1,032 shares; 2026Q1: 1,135 shares; 2026Q2: 1,159 shares 1,159 $868K 0.22% +24 Timeline SMOT 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: 13,379 shares; 2024Q4: 19,679 shares; 2025Q1: 19,437 shares; 2025Q2: 20,335 shares; 2025Q3: 21,462 shares; 2025Q4: 21,923 shares; 2026Q1: 22,043 shares; 2026Q2: 22,137 shares 22,137 $860K 0.22% +94 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: 2,655 shares; 2024Q4: 2,602 shares; 2025Q1: 2,570 shares; 2025Q2: 2,526 shares; 2025Q3: 2,531 shares; 2025Q4: 2,537 shares; 2026Q1: 2,551 shares; 2026Q2: 2,549 shares 2,549 $841K 0.21% -2 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 2,657 shares; 2025Q1: 2,613 shares; 2025Q2: 2,165 shares; 2025Q3: 2,175 shares; 2025Q4: 2,186 shares; 2026Q1: 2,063 shares; 2026Q2: 2,041 shares 2,041 $821K 0.21% -22 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 4,376 shares; 2025Q1: 5,248 shares; 2025Q2: 5,293 shares; 2025Q3: 5,129 shares; 2025Q4: 5,125 shares; 2026Q1: 3,673 shares; 2026Q2: 3,679 shares 3,679 $819K 0.21% +6 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: 3,411 shares; 2024Q4: 3,876 shares; 2025Q1: 3,155 shares; 2025Q2: 3,482 shares; 2025Q3: 3,540 shares; 2025Q4: 4,344 shares; 2026Q1: 4,711 shares; 2026Q2: 6,532 shares 6,532 $804K 0.2% +1,821 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,610 shares; 2025Q3: 4,730 shares; 2025Q4: 9,047 shares; 2026Q1: 13,772 shares; 2026Q2: 15,117 shares 15,117 $791K 0.2% +1,345 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: 3,610 shares; 2024Q4: 3,616 shares; 2025Q1: 3,576 shares; 2025Q2: 3,614 shares; 2025Q3: 3,610 shares; 2025Q4: 3,622 shares; 2026Q1: 3,496 shares; 2026Q2: 3,449 shares 3,449 $772K 0.19% -47 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: 2,650 shares; 2024Q4: 2,513 shares; 2025Q1: 2,169 shares; 2025Q2: 2,174 shares; 2025Q3: 2,178 shares; 2025Q4: 2,129 shares; 2026Q1: 2,065 shares; 2026Q2: 2,041 shares 2,041 $756K 0.19% -24 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,490 shares; 2025Q3: 2,753 shares; 2025Q4: 4,719 shares; 2026Q1: 3,633 shares; 2026Q2: 3,353 shares 3,353 $732K 0.18% -280 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: 4,346 shares; 2024Q4: 4,501 shares; 2025Q1: 4,312 shares; 2025Q2: 4,459 shares; 2025Q3: 4,396 shares; 2025Q4: 4,281 shares; 2026Q1: 4,400 shares; 2026Q2: 4,302 shares 4,302 $713K 0.18% -98 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: 5,221 shares; 2024Q4: 4,176 shares; 2025Q1: 3,367 shares; 2025Q2: 3,277 shares; 2025Q3: 2,947 shares; 2025Q4: 2,898 shares; 2026Q1: 2,814 shares; 2026Q2: 2,833 shares 2,833 $713K 0.18% +19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: 3,274 shares; 2025Q1: 3,183 shares; 2025Q2: 3,065 shares; 2025Q3: 3,034 shares; 2025Q4: 3,001 shares; 2026Q1: 2,768 shares; 2026Q2: 2,614 shares 2,614 $682K 0.17% -154 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,293 shares; 2024Q4: 6,724 shares; 2025Q1: 7,669 shares; 2025Q2: 8,006 shares; 2025Q3: 8,395 shares; 2025Q4: 6,975 shares; 2026Q1: 6,767 shares; 2026Q2: 5,992 shares 5,992 $680K 0.17% -775 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,213 shares; 2024Q4: 12,081 shares; 2025Q1: 12,126 shares; 2025Q2: 12,174 shares; 2025Q3: 12,516 shares; 2025Q4: 12,388 shares; 2026Q1: 12,439 shares; 2026Q2: 16,137 shares 16,137 $680K 0.17% +3,698 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 8,084 shares; 2026Q2: 9,752 shares 9,752 $679K 0.17% +1,668 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 845 shares; 2026Q1: 959 shares; 2026Q2: 1,014 shares 1,014 $665K 0.17% +55 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: 2,624 shares; 2024Q4: 3,165 shares; 2025Q1: 2,925 shares; 2025Q2: 3,080 shares; 2025Q3: 2,818 shares; 2025Q4: 2,505 shares; 2026Q1: 2,032 shares; 2026Q2: 1,948 shares 1,948 $664K 0.17% -84 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 987 shares; 2026Q2: 917 shares 917 $660K 0.17% -70 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,827 shares; 2024Q4: 29,648 shares; 2025Q1: 29,018 shares; 2025Q2: 28,870 shares; 2025Q3: 24,623 shares; 2025Q4: 16,127 shares; 2026Q1: 12,618 shares; 2026Q2: 8,692 shares 8,692 $633K 0.16% -3,926 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 3,704 shares; 2025Q1: 3,962 shares; 2025Q2: 3,732 shares; 2025Q3: 4,157 shares; 2025Q4: 4,080 shares; 2026Q1: 4,571 shares; 2026Q2: 4,688 shares 4,688 $558K 0.14% +117 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: 11,735 shares; 2024Q4: 3,406 shares; 2025Q1: 2,697 shares; 2025Q2: 2,094 shares; 2025Q3: 1,343 shares; 2025Q4: 1,344 shares; 2026Q1: 1,347 shares; 2026Q2: 1,331 shares 1,331 $553K 0.14% -16 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: 5,575 shares; 2024Q4: 4,060 shares; 2025Q1: 2,680 shares; 2025Q2: 3,141 shares; 2025Q3: 3,747 shares; 2025Q4: 3,801 shares; 2026Q1: 4,183 shares; 2026Q2: 4,719 shares 4,719 $551K 0.14% +536 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,390 shares; 2024Q4: 9,950 shares; 2025Q1: 11,795 shares; 2025Q2: 12,760 shares; 2025Q3: 14,118 shares; 2025Q4: 14,938 shares; 2026Q1: 15,558 shares; 2026Q2: 15,958 shares 15,958 $543K 0.14% +400 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,361 shares; 2024Q4: 5,376 shares; 2025Q1: 5,055 shares; 2025Q2: 5,241 shares; 2025Q3: 5,913 shares; 2025Q4: 5,183 shares; 2026Q1: 5,122 shares; 2026Q2: 5,100 shares 5,100 $530K 0.13% -22 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 642 shares; 2025Q1: 485 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 512 shares; 2026Q1: 513 shares; 2026Q2: 500 shares 500 $521K 0.13% -13 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 3,031 shares; 2025Q1: 3,241 shares; 2025Q2: 3,698 shares; 2025Q3: 5,479 shares; 2025Q4: 6,250 shares; 2026Q1: 4,601 shares; 2026Q2: 4,506 shares 4,506 $514K 0.13% -95 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,816 shares; 2024Q4: 5,537 shares; 2025Q1: 5,158 shares; 2025Q2: 4,995 shares; 2025Q3: 4,504 shares; 2025Q4: 3,703 shares; 2026Q1: 2,830 shares; 2026Q2: 2,173 shares 2,173 $500K 0.13% -657 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 868 shares; 2025Q1: 1,084 shares; 2025Q2: 1,228 shares; 2025Q3: 1,345 shares; 2025Q4: 6,775 shares; 2026Q1: 6,626 shares; 2026Q2: 6,945 shares 6,945 $496K 0.12% +319 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 474 shares; 2025Q1: 817 shares; 2025Q2: 1,077 shares; 2025Q3: 1,087 shares; 2025Q4: 1,041 shares; 2026Q1: 1,048 shares; 2026Q2: 1,098 shares 1,098 $495K 0.12% +50 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 2,925 shares; 2026Q1: 3,940 shares; 2026Q2: 4,941 shares 4,941 $491K 0.12% +1,001 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: 180 shares; 2024Q4: 178 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 162 shares; 2025Q4: 157 shares; 2026Q1: 153 shares; 2026Q2: 151 shares 151 $483K 0.12% -2 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: 6,025 shares; 2024Q4: 5,904 shares; 2025Q1: 5,933 shares; 2025Q2: 5,965 shares; 2025Q3: 5,821 shares; 2025Q4: 5,766 shares; 2026Q1: 5,798 shares; 2026Q2: 5,831 shares 5,831 $482K 0.12% +33 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: 1,405 shares; 2024Q4: 1,377 shares; 2025Q1: 1,365 shares; 2025Q2: 1,345 shares; 2025Q3: 1,233 shares; 2025Q4: 1,235 shares; 2026Q1: 1,214 shares; 2026Q2: 1,206 shares 1,206 $479K 0.12% -8 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,577 shares; 2024Q4: 60,187 shares; 2025Q1: 24,024 shares; 2025Q2: 19,119 shares; 2025Q3: 10,452 shares; 2025Q4: 6,598 shares; 2026Q1: 6,297 shares; 2026Q2: 5,072 shares 5,072 $465K 0.12% -1,225 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,962 shares; 2024Q4: 43,482 shares; 2025Q1: 41,490 shares; 2025Q2: 42,265 shares; 2025Q3: 31,678 shares; 2025Q4: 11,640 shares; 2026Q1: 10,622 shares; 2026Q2: 9,530 shares 9,530 $457K 0.11% -1,092 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 3,305 shares; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares; 2026Q2: 3,305 shares 3,305 $455K 0.11% 0 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: 2,805 shares; 2024Q4: 2,832 shares; 2025Q1: 2,839 shares; 2025Q2: 3,226 shares; 2025Q3: 3,250 shares; 2025Q4: 3,274 shares; 2026Q1: 3,295 shares; 2026Q2: 3,299 shares 3,299 $451K 0.11% +4 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,268 shares; 2026Q2: 1,298 shares 1,298 $443K 0.11% +30 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: 13,681 shares; 2024Q4: 2,487 shares; 2025Q1: 1,996 shares; 2025Q2: 1,754 shares; 2025Q3: 1,700 shares; 2025Q4: 1,697 shares; 2026Q1: 1,699 shares; 2026Q2: 1,697 shares 1,697 $431K 0.11% -2 Timeline MOAT 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: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 4,060 shares; 2026Q1: 4,060 shares; 2026Q2: 4,060 shares 4,060 $422K 0.11% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 2,958 shares; 2025Q1: 2,818 shares; 2025Q2: 2,835 shares; 2025Q3: 2,848 shares; 2025Q4: 2,868 shares; 2026Q1: 2,784 shares; 2026Q2: 2,697 shares 2,697 $422K 0.11% -87 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 393 shares; 2025Q2: 5,070 shares; 2025Q3: 4,920 shares; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares; 2026Q2: 4,570 shares 4,570 $421K 0.11% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,839 shares; 2024Q4: 2,854 shares; 2025Q1: 2,867 shares; 2025Q2: 2,935 shares; 2025Q3: 2,793 shares; 2025Q4: 2,806 shares; 2026Q1: 2,715 shares; 2026Q2: 2,481 shares 2,481 $419K 0.11% -234 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,334 shares; 2025Q2: 2,840 shares; 2025Q3: 3,473 shares; 2025Q4: 3,521 shares; 2026Q1: 3,460 shares; 2026Q2: 3,314 shares 3,314 $398K 0.1% -146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,308 shares 6,308 $397K 0.1% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,614 shares; 2024Q4: 2,627 shares; 2025Q1: 2,665 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares; 2026Q2: 2,668 shares 2,668 $396K 0.1% +41 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; 2024Q3: 4,953 shares; 2024Q4: 4,774 shares; 2025Q1: 4,812 shares; 2025Q2: 4,533 shares; 2025Q3: 6,676 shares; 2025Q4: 6,268 shares; 2026Q1: 6,350 shares; 2026Q2: 6,425 shares 6,425 $391K 0.1% +75 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: 1,366 shares; 2024Q4: 1,306 shares; 2025Q1: 1,307 shares; 2025Q2: 1,324 shares; 2025Q3: 1,267 shares; 2025Q4: 1,268 shares; 2026Q1: 1,229 shares; 2026Q2: 1,230 shares 1,230 $387K 0.1% +1 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: 11,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $382K 0.1% new 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: not reported; 2025Q4: not reported; 2026Q1: 3,005 shares; 2026Q2: 3,840 shares 3,840 $382K 0.1% +835 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,253 shares; 2024Q4: 4,441 shares; 2025Q1: 4,255 shares; 2025Q2: 2,411 shares; 2025Q3: 2,414 shares; 2025Q4: 2,417 shares; 2026Q1: 2,348 shares; 2026Q2: 2,352 shares 2,352 $343K 0.09% +4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,315 shares 2,315 $339K 0.09% +115 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: 3,106 shares; 2024Q4: 3,113 shares; 2025Q1: 2,970 shares; 2025Q2: 3,070 shares; 2025Q3: 3,169 shares; 2025Q4: 3,099 shares; 2026Q1: 2,805 shares; 2026Q2: 2,810 shares 2,810 $330K 0.08% +5 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,462 shares 4,462 $322K 0.08% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 4,734 shares; 2025Q1: 4,753 shares; 2025Q2: 4,774 shares; 2025Q3: 4,792 shares; 2025Q4: 4,811 shares; 2026Q1: 4,828 shares; 2026Q2: 4,836 shares 4,836 $300K 0.08% +8 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,093 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 2,043 shares; 2026Q2: 2,039 shares 2,039 $298K 0.07% -4 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 3,130 shares; 2026Q2: 3,130 shares 3,130 $296K 0.07% 0 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: 2,800 shares; 2024Q4: 2,860 shares; 2025Q1: 2,421 shares; 2025Q2: 2,595 shares; 2025Q3: 2,147 shares; 2025Q4: 2,150 shares; 2026Q1: 2,060 shares; 2026Q2: 2,064 shares 2,064 $295K 0.07% +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: 3,891 shares; 2024Q4: 3,739 shares; 2025Q1: 3,664 shares; 2025Q2: 3,679 shares; 2025Q3: 3,425 shares; 2025Q4: 3,321 shares; 2026Q1: 3,332 shares; 2026Q2: 3,587 shares 3,587 $281K 0.07% +255 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,085 shares; 2025Q1: 2,097 shares; 2025Q2: 2,107 shares; 2025Q3: 1,829 shares; 2025Q4: 1,337 shares; 2026Q1: 1,342 shares; 2026Q2: 1,346 shares 1,346 $279K 0.07% +4 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,878 shares; 2026Q1: 1,499 shares; 2026Q2: 1,513 shares 1,513 $274K 0.07% +14 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 3,196 shares; 2025Q2: 3,247 shares; 2025Q3: 2,713 shares; 2025Q4: 2,137 shares; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares 1,729 $271K 0.07% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: not reported; 2026Q1: 2,127 shares; 2026Q2: 2,127 shares 2,127 $269K 0.07% 0 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: 1,567 shares; 2024Q4: 1,537 shares; 2025Q1: 1,527 shares; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 1,527 shares; 2026Q1: 1,432 shares; 2026Q2: 1,372 shares 1,372 $267K 0.07% -60 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 3,296 shares; 2025Q1: 3,320 shares; 2025Q2: 3,346 shares; 2025Q3: 3,371 shares; 2025Q4: 3,396 shares; 2026Q1: 3,396 shares; 2026Q2: 3,396 shares 3,396 $260K 0.07% 0 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: 953 shares; 2024Q4: 949 shares; 2025Q1: 950 shares; 2025Q2: 559 shares; 2025Q3: 536 shares; 2025Q4: 537 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $259K 0.06% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,252 shares; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 5,404 shares; 2025Q3: 5,454 shares; 2025Q4: 5,504 shares; 2026Q1: 5,515 shares; 2026Q2: 5,527 shares 5,527 $258K 0.06% +12 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,177 shares; 2024Q4: 8,175 shares; 2025Q1: 9,892 shares; 2025Q2: 10,666 shares; 2025Q3: 10,000 shares; 2025Q4: 5,221 shares; 2026Q1: 4,959 shares; 2026Q2: 4,878 shares 4,878 $257K 0.06% -81 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC 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: 710 shares 710 $252K 0.06% new 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: 5,848 shares; 2024Q4: 4,823 shares; 2025Q1: 4,836 shares; 2025Q2: 3,928 shares; 2025Q3: 2,713 shares; 2025Q4: 2,721 shares; 2026Q1: 2,604 shares; 2026Q2: 2,452 shares 2,452 $251K 0.06% -152 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 1,367 shares; 2025Q1: 1,398 shares; 2025Q2: 1,530 shares; 2025Q3: 1,533 shares; 2025Q4: 1,537 shares; 2026Q1: 1,499 shares; 2026Q2: 1,503 shares 1,503 $250K 0.06% +4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,358 shares; 2025Q4: 1,291 shares; 2026Q1: not reported; 2026Q2: 1,191 shares 1,191 $249K 0.06% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,230 shares; 2025Q3: 6,230 shares; 2025Q4: 5,830 shares; 2026Q1: 5,830 shares; 2026Q2: 5,830 shares 5,830 $249K 0.06% 0 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: not reported; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $248K 0.06% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 1,579 shares; 2025Q4: 1,864 shares; 2026Q1: 2,915 shares; 2026Q2: 2,814 shares 2,814 $244K 0.06% -101 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 763 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 633 shares 633 $237K 0.06% -30 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: 806 shares; 2024Q4: 807 shares; 2025Q1: 808 shares; 2025Q2: 710 shares; 2025Q3: 692 shares; 2025Q4: 693 shares; 2026Q1: 694 shares; 2026Q2: 696 shares 696 $235K 0.06% +2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 630 shares; 2025Q1: 602 shares; 2025Q2: 623 shares; 2025Q3: 624 shares; 2025Q4: 585 shares; 2026Q1: 558 shares; 2026Q2: 448 shares 448 $233K 0.06% -110 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,956 shares; 2024Q4: 21,782 shares; 2025Q1: 23,251 shares; 2025Q2: 23,528 shares; 2025Q3: 12,780 shares; 2025Q4: 11,359 shares; 2026Q1: 11,661 shares; 2026Q2: 10,862 shares 10,862 $232K 0.06% -799 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 2,597 shares; 2025Q4: 2,598 shares; 2026Q1: 2,598 shares; 2026Q2: 2,448 shares 2,448 $225K 0.06% -150 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 595 shares 595 $221K 0.06% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,445 shares; 2026Q2: 1,437 shares 1,437 $221K 0.06% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,378 shares 2,378 $218K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $215K 0.05% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,481 shares 1,481 $215K 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 7,128 shares; 2025Q1: 7,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,621 shares; 2026Q2: 5,653 shares 5,653 $208K 0.05% +32 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 4,034 shares; 2026Q1: 4,034 shares; 2026Q2: 4,034 shares 4,034 $206K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,280 shares 4,280 $203K 0.05% new 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; 2024Q3: 1,282 shares; 2024Q4: 1,285 shares; 2025Q1: 1,024 shares; 2025Q2: 975 shares; 2025Q3: 751 shares; 2025Q4: 747 shares; 2026Q1: 749 shares; 2026Q2: 699 shares 699 $203K 0.05% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $201K 0.05% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,174 shares; 2024Q4: 14,241 shares; 2025Q1: 14,241 shares; 2025Q2: 14,293 shares; 2025Q3: 14,293 shares; 2025Q4: 14,333 shares; 2026Q1: 14,333 shares; 2026Q2: 14,371 shares 14,371 $198K 0.05% +38 Timeline