Skip to content
Disclosery

SUMITOMO LIFE INSURANCE CO

Follow

13F filer, CIK 937760, TOKYO, Japan

SUMITOMO LIFE INSURANCE CO reported $1,474,317,199 across 265 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 46.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-028716

Period
2025-06-30
Reported value
$1.47B
Holdings
265
Top 10 weight
46.15%
New
12
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVWnew+3,030,000$139M
VNQnew+260,707$23.2M
KKRnew+56,800$7.56M
CMEadded+23,833$6.57M
SPOTnew+4,698$3.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VYMexited-5,773,322-$745M
SCHDexited-18,570,000-$519M
EMBexited-1,143,647-$104M
TIPreduced-587,549-$64.7M
GSGexited-2,208,431-$50.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001140361-25-028716, largest first. % of portfolio is the value over $1,474,317,199, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030,000 shares 3,030,000$139M9.45%newTimeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,136 shares; 2024Q4: 1,461,746 shares; 2025Q1: 1,607,733 shares; 2025Q2: 1,020,184 shares 1,020,184$112M7.61%-587,549Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,221 shares; 2024Q4: 546,348 shares; 2025Q1: 541,993 shares; 2025Q2: 546,084 shares 546,084$86.3M5.85%+4,091Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,275 shares; 2024Q4: 161,701 shares; 2025Q1: 165,764 shares; 2025Q2: 166,757 shares 166,757$82.9M5.63%+993Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,357 shares; 2024Q4: 273,640 shares; 2025Q1: 288,715 shares; 2025Q2: 284,078 shares 284,078$58.3M3.95%-4,637Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,789 shares; 2024Q4: 3,101,835 shares; 2025Q1: 3,347,454 shares; 2025Q2: 2,167,247 shares 2,167,247$45.3M3.08%-1,180,207Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,159 shares; 2024Q4: 182,699 shares; 2025Q1: 184,765 shares; 2025Q2: 200,893 shares 200,893$44.1M2.99%+16,128Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,580 shares; 2024Q4: 52,731 shares; 2025Q1: 55,817 shares; 2025Q2: 56,879 shares 56,879$42M2.85%+1,062Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,383 shares; 2024Q4: 144,851 shares; 2025Q1: 139,062 shares; 2025Q2: 135,738 shares 135,738$37.4M2.54%-3,324Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,810 shares; 2024Q4: 176,433 shares; 2025Q1: 178,794 shares; 2025Q2: 184,544 shares 184,544$32.5M2.21%+5,750Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,419 shares; 2024Q4: 104,387 shares; 2025Q1: 105,260 shares; 2025Q2: 102,272 shares 102,272$29.6M2.01%-2,988Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,613 shares; 2024Q4: 25,089 shares; 2025Q1: 30,720 shares; 2025Q2: 31,080 shares 31,080$24.2M1.64%+360Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,462 shares; 2024Q4: 524,956 shares; 2025Q1: not reported; 2025Q2: 260,707 shares 260,707$23.2M1.57%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 17,157 shares; 2025Q1: 15,306 shares; 2025Q2: 18,178 shares 18,178$18.7M1.27%+2,872Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,927 shares; 2024Q4: 32,304 shares; 2025Q1: 34,657 shares; 2025Q2: 31,402 shares 31,402$17.6M1.2%-3,255Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,377 shares; 2024Q4: 71,205 shares; 2025Q1: 97,358 shares; 2025Q2: 97,754 shares 97,754$15.6M1.06%+396Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 26,838 shares; 2025Q1: 29,037 shares; 2025Q2: 28,704 shares 28,704$15.1M1.03%-333Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,800 shares; 2024Q4: 382,200 shares; 2025Q1: 248,600 shares; 2025Q2: 236,100 shares 236,100$14.1M0.96%-12,500Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,742 shares; 2024Q4: 118,144 shares; 2025Q1: 124,459 shares; 2025Q2: 139,427 shares 139,427$13.6M0.92%+14,968Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,993 shares; 2024Q4: 20,574 shares; 2025Q1: 24,684 shares; 2025Q2: 24,787 shares 24,787$13.5M0.91%+103Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 25,441 shares; 2025Q1: 23,972 shares; 2025Q2: 18,986 shares 18,986$13.4M0.91%-4,986Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,271 shares; 2024Q4: 118,018 shares; 2025Q1: 122,767 shares; 2025Q2: 133,160 shares 133,160$12.4M0.84%+10,393Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,464 shares; 2024Q4: 44,348 shares; 2025Q1: 54,099 shares; 2025Q2: 51,258 shares 51,258$11.7M0.8%-2,841Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,764 shares; 2024Q4: 70,222 shares; 2025Q1: 69,206 shares; 2025Q2: 65,443 shares 65,443$11.6M0.79%-3,763Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,760 shares; 2024Q4: 99,858 shares; 2025Q1: 111,481 shares; 2025Q2: 104,938 shares 104,938$11.3M0.76%-6,543Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,600 shares; 2025Q1: 37,300 shares; 2025Q2: 51,287 shares 51,287$10.5M0.71%+13,987Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,738 shares; 2024Q4: 19,431 shares; 2025Q1: 23,930 shares; 2025Q2: 25,771 shares 25,771$10.4M0.71%+1,841Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,678 shares; 2024Q4: 83,243 shares; 2025Q1: 168,795 shares; 2025Q2: 146,215 shares 146,215$10.2M0.69%-22,580Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,173 shares; 2024Q4: 22,840 shares; 2025Q1: 21,291 shares; 2025Q2: 24,454 shares 24,454$9.46M0.64%+3,163Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,862 shares; 2024Q4: 93,297 shares; 2025Q1: 122,503 shares; 2025Q2: 122,071 shares 122,071$9.25M0.63%-432Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,700 shares; 2024Q4: 53,300 shares; 2025Q1: 57,600 shares; 2025Q2: 62,900 shares 62,900$9.15M0.62%+5,300Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,540 shares; 2024Q4: 27,003 shares; 2025Q1: 26,649 shares; 2025Q2: 25,316 shares 25,316$8.99M0.61%-1,333Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,900 shares; 2025Q2: 3,400 shares 3,400$8.89M0.6%-500Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,838 shares; 2024Q4: 37,599 shares; 2025Q1: 52,152 shares; 2025Q2: 56,290 shares 56,290$8.78M0.6%+4,138Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,293 shares; 2024Q4: 6,303 shares; 2025Q1: 6,239 shares; 2025Q2: 30,072 shares 30,072$8.29M0.56%+23,833Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,300 shares; 2024Q4: 724,600 shares; 2025Q1: 615,600 shares; 2025Q2: 219,900 shares 219,900$8.25M0.56%-395,700Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,100 shares; 2024Q4: 61,222 shares; 2025Q1: 64,161 shares; 2025Q2: 57,435 shares 57,435$7.6M0.52%-6,726Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,800 shares 56,800$7.56M0.51%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,145 shares; 2024Q4: 50,418 shares; 2025Q1: 40,144 shares; 2025Q2: 23,577 shares 23,577$7.49M0.51%-16,567Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,700 shares; 2024Q4: 76,145 shares; 2025Q1: 51,399 shares; 2025Q2: 58,136 shares 58,136$7.47M0.51%+6,737Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,026 shares; 2024Q4: 179,185 shares; 2025Q1: 177,213 shares; 2025Q2: 153,328 shares 153,328$7.26M0.49%-23,885Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,300 shares; 2024Q4: 279,100 shares; 2025Q1: 440,700 shares; 2025Q2: 110,200 shares 110,200$7.2M0.49%-330,500Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 28,242 shares; 2025Q1: 26,202 shares; 2025Q2: 25,922 shares 25,922$6.76M0.46%-280Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 283,900 shares; 2025Q1: 175,000 shares; 2025Q2: 109,800 shares 109,800$6.59M0.45%-65,200Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,719 shares; 2025Q1: 8,630 shares; 2025Q2: 8,301 shares 8,301$6.54M0.44%-329Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,181 shares; 2025Q1: 1,167 shares; 2025Q2: 1,122 shares 1,122$6.5M0.44%-45Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,055 shares; 2024Q4: 30,429 shares; 2025Q1: 30,067 shares; 2025Q2: 28,708 shares 28,708$6.28M0.43%-1,359Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,900 shares; 2025Q1: 53,200 shares; 2025Q2: 39,300 shares 39,300$5.88M0.4%-13,900Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 10,452 shares; 2025Q1: 10,293 shares; 2025Q2: 11,445 shares 11,445$5.56M0.38%+1,152Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,827 shares; 2024Q4: 18,435 shares; 2025Q1: 18,159 shares; 2025Q2: 29,002 shares 29,002$5.28M0.36%+10,843Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 10,764 shares; 2025Q1: 10,643 shares; 2025Q2: 10,184 shares 10,184$5.19M0.35%-459Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,286 shares; 2024Q4: 13,509 shares; 2025Q1: 14,134 shares; 2025Q2: 3,794 shares 3,794$5.08M0.34%-10,340Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,207 shares; 2024Q4: 18,921 shares; 2025Q1: 18,710 shares; 2025Q2: 15,539 shares 15,539$4.96M0.34%-3,171Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,800 shares; 2024Q4: 567,500 shares; 2025Q1: 1,064,900 shares; 2025Q2: 178,100 shares 178,100$4.75M0.32%-886,800Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,216 shares; 2025Q1: 11,120 shares; 2025Q2: 10,754 shares 10,754$4.7M0.32%-366Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,205 shares; 2024Q4: 46,847 shares; 2025Q1: 49,304 shares; 2025Q2: 47,482 shares 47,482$4.69M0.32%-1,822Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 4,931 shares; 2025Q1: 4,857 shares; 2025Q2: 4,573 shares 4,573$4.53M0.31%-284Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,900 shares; 2024Q4: 50,500 shares; 2025Q1: 20,500 shares; 2025Q2: 7,900 shares 7,900$4.49M0.3%-12,600Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,059 shares; 2024Q4: 68,703 shares; 2025Q1: 68,227 shares; 2025Q2: 71,020 shares 71,020$4.46M0.3%+2,793Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,968 shares; 2024Q4: 12,785 shares; 2025Q1: 12,656 shares; 2025Q2: 12,161 shares 12,161$4.34M0.29%-495Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,858 shares; 2024Q4: 8,741 shares; 2025Q1: 8,657 shares; 2025Q2: 8,337 shares 8,337$4.27M0.29%-320Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,858 shares; 2024Q4: 41,557 shares; 2025Q1: 41,267 shares; 2025Q2: 40,146 shares 40,146$4.24M0.29%-1,121Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 11,041 shares; 2025Q1: 10,927 shares; 2025Q2: 10,492 shares 10,492$4.15M0.28%-435Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 22,600 shares; 2025Q1: 16,800 shares; 2025Q2: 13,300 shares 13,300$4.1M0.28%-3,500Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,148 shares; 2024Q4: 12,924 shares; 2025Q1: 12,762 shares; 2025Q2: 10,786 shares 10,786$3.95M0.27%-1,976Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,020 shares; 2024Q4: 39,109 shares; 2025Q1: 38,509 shares; 2025Q2: 36,254 shares 36,254$3.91M0.27%-2,255Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 13,514 shares; 2025Q1: 13,371 shares; 2025Q2: 14,342 shares 14,342$3.86M0.26%+971Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 6,509 shares; 2025Q1: 8,465 shares; 2025Q2: 9,552 shares 9,552$3.61M0.24%+1,087Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares 4,698$3.6M0.24%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 15,282 shares; 2025Q1: 15,129 shares; 2025Q2: 11,975 shares 11,975$3.58M0.24%-3,154Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 23,464 shares; 2025Q1: 23,215 shares; 2025Q2: 22,261 shares 22,261$3.55M0.24%-954Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,291 shares; 2024Q4: 24,959 shares; 2025Q1: 24,847 shares; 2025Q2: 24,168 shares 24,168$3.54M0.24%-679Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,206 shares; 2025Q1: 5,171 shares; 2025Q2: 5,000 shares 5,000$3.49M0.24%-171Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,395 shares; 2025Q1: 35,281 shares; 2025Q2: 33,981 shares 33,981$3.48M0.24%-1,300Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,508 shares; 2024Q4: 16,228 shares; 2025Q1: 15,981 shares; 2025Q2: 15,350 shares 15,350$3.42M0.23%-631Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,062 shares; 2024Q4: 20,688 shares; 2025Q1: 20,498 shares; 2025Q2: 19,770 shares 19,770$3.41M0.23%-728Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,678 shares; 2024Q4: 20,375 shares; 2025Q1: 20,249 shares; 2025Q2: 19,614 shares 19,614$3.4M0.23%-635Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 15,272 shares; 2025Q1: 15,215 shares; 2025Q2: 59,232 shares 59,232$3.28M0.22%+44,017Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7,613 shares; 2025Q1: 7,537 shares; 2025Q2: 7,236 shares 7,236$3.22M0.22%-301Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,893 shares; 2024Q4: 15,524 shares; 2025Q1: 15,290 shares; 2025Q2: 17,105 shares 17,105$3.18M0.22%+1,815Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,352 shares; 2025Q1: 16,257 shares; 2025Q2: 25,732 shares 25,732$3.18M0.22%+9,475Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,307 shares; 2024Q4: 42,419 shares; 2025Q1: 41,769 shares; 2025Q2: 39,322 shares 39,322$3.15M0.21%-2,447Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,058 shares; 2024Q4: 21,599 shares; 2025Q1: 21,275 shares; 2025Q2: 20,028 shares 20,028$3.06M0.21%-1,247Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,933 shares; 2024Q4: 42,139 shares; 2025Q1: 41,810 shares; 2025Q2: 40,150 shares 40,150$3.05M0.21%-1,660Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 7,600 shares; 2025Q1: 123,700 shares; 2025Q2: 61,000 shares 61,000$3M0.2%-62,700Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,652 shares; 2024Q4: 22,253 shares; 2025Q1: 21,937 shares; 2025Q2: 20,651 shares 20,651$2.96M0.2%-1,286Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,629 shares; 2024Q4: 20,598 shares; 2025Q1: 22,811 shares; 2025Q2: 21,934 shares 21,934$2.95M0.2%-877Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,003 shares; 2024Q4: 17,205 shares; 2025Q1: 16,844 shares; 2025Q2: 15,857 shares 15,857$2.94M0.2%-987Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,636 shares; 2024Q4: 22,416 shares; 2025Q1: 22,097 shares; 2025Q2: 20,803 shares 20,803$2.93M0.2%-1,294Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,073 shares; 2024Q4: 13,845 shares; 2025Q1: 13,791 shares; 2025Q2: 13,221 shares 13,221$2.89M0.2%-570Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,699 shares; 2025Q1: 15,194 shares; 2025Q2: 21,038 shares 21,038$2.87M0.19%+5,844Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,784 shares; 2024Q4: 24,348 shares; 2025Q1: 24,155 shares; 2025Q2: 23,153 shares 23,153$2.77M0.19%-1,002Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,951 shares; 2025Q1: 1,921 shares; 2025Q2: 1,808 shares 1,808$2.75M0.19%-113Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: 9,499 shares; 2025Q1: 9,353 shares; 2025Q2: 8,805 shares 8,805$2.75M0.19%-548Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 105,300 shares; 2025Q1: 74,300 shares; 2025Q2: 48,000 shares 48,000$2.71M0.18%-26,300Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 9,076 shares; 2025Q1: 8,984 shares; 2025Q2: 14,901 shares 14,901$2.71M0.18%+5,917Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 10,654 shares; 2025Q1: 10,493 shares; 2025Q2: 9,879 shares 9,879$2.69M0.18%-614Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 9,766 shares; 2025Q1: 9,619 shares; 2025Q2: 9,055 shares 9,055$2.65M0.18%-564Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 7,117 shares; 2025Q1: 7,009 shares; 2025Q2: 6,599 shares 6,599$2.56M0.17%-410Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,794 shares; 2024Q4: 38,965 shares; 2025Q1: 38,381 shares; 2025Q2: 36,132 shares 36,132$2.56M0.17%-2,249Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,123 shares; 2025Q1: 4,163 shares; 2025Q2: 11,959 shares 11,959$2.54M0.17%+7,796Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,003 shares; 2024Q4: 68,794 shares; 2025Q1: 74,807 shares; 2025Q2: 17,799 shares 17,799$2.53M0.17%-57,008Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,758 shares; 2024Q4: 21,221 shares; 2025Q1: 20,985 shares; 2025Q2: 19,755 shares 19,755$2.45M0.17%-1,230Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 10,035 shares; 2025Q1: 9,973 shares; 2025Q2: 9,339 shares 9,339$2.4M0.16%-634Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,326 shares; 2025Q1: 4,308 shares; 2025Q2: 4,124 shares 4,124$2.38M0.16%-184Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 8,291 shares; 2025Q1: 8,166 shares; 2025Q2: 7,688 shares 7,688$2.37M0.16%-478Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,672 shares; 2024Q4: 16,260 shares; 2025Q1: 16,079 shares; 2025Q2: 15,137 shares 15,137$2.33M0.16%-942Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,707 shares; 2024Q4: 35,800 shares; 2025Q1: 35,405 shares; 2025Q2: 33,331 shares 33,331$2.31M0.16%-2,074Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 10,300 shares; 2025Q1: 10,146 shares; 2025Q2: 9,552 shares 9,552$2.27M0.15%-594Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,244 shares; 2024Q4: 28,510 shares; 2025Q1: 28,205 shares; 2025Q2: 26,553 shares 26,553$2.26M0.15%-1,652Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 9,723 shares; 2025Q1: 9,660 shares; 2025Q2: 9,281 shares 9,281$2.23M0.15%-379Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 13,800 shares; 2025Q1: 13,799 shares; 2025Q2: 24,243 shares 24,243$2.2M0.15%+10,444Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,506 shares; 2025Q1: 4,455 shares; 2025Q2: 4,195 shares 4,195$2.13M0.14%-260Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 16,635 shares; 2025Q1: 16,450 shares; 2025Q2: 15,487 shares 15,487$2.04M0.14%-963Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,161 shares; 2024Q4: 6,011 shares; 2025Q1: 5,943 shares; 2025Q2: 5,595 shares 5,595$1.92M0.13%-348Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,794 shares; 2024Q4: 26,138 shares; 2025Q1: 25,746 shares; 2025Q2: 24,237 shares 24,237$1.92M0.13%-1,509Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,791 shares; 2024Q4: 20,463 shares; 2025Q1: 20,231 shares; 2025Q2: 14,345 shares 14,345$1.89M0.13%-5,886Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,523 shares; 2024Q4: 11,239 shares; 2025Q1: 11,115 shares; 2025Q2: 10,464 shares 10,464$1.89M0.13%-651Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,528 shares 3,528$1.87M0.13%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,231 shares; 2025Q1: 4,209 shares; 2025Q2: 3,942 shares 3,942$1.85M0.13%-267Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,011 shares; 2025Q1: 21,300 shares; 2025Q2: 4,881 shares 4,881$1.82M0.12%-16,419Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 23,400 shares; 2025Q1: 23,138 shares; 2025Q2: 21,783 shares 21,783$1.81M0.12%-1,355Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 3,427 shares; 2025Q1: 3,439 shares; 2025Q2: 3,354 shares 3,354$1.8M0.12%-85Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,835 shares; 2025Q1: 1,823 shares; 2025Q2: 1,708 shares 1,708$1.79M0.12%-115Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,822 shares; 2024Q4: 17,331 shares; 2025Q1: 17,166 shares; 2025Q2: 16,160 shares 16,160$1.79M0.12%-1,006Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,012 shares; 2025Q1: 7,967 shares; 2025Q2: 7,461 shares 7,461$1.78M0.12%-506Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,258 shares; 2024Q4: 8,054 shares; 2025Q1: 8,007 shares; 2025Q2: 7,499 shares 7,499$1.73M0.12%-508Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,547 shares; 2025Q2: 5,028 shares 5,028$1.65M0.11%+2,481Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 12,922 shares; 2025Q1: 12,794 shares; 2025Q2: 12,043 shares 12,043$1.64M0.11%-751Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,004 shares; 2025Q1: 5,969 shares; 2025Q2: 5,589 shares 5,589$1.62M0.11%-380Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 10,424 shares; 2025Q1: 10,364 shares; 2025Q2: 9,705 shares 9,705$1.59M0.11%-659Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,346 shares; 2024Q4: 12,089 shares; 2025Q1: 11,907 shares; 2025Q2: 7,528 shares 7,528$1.56M0.11%-4,379Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,583 shares; 2024Q4: 38,304 shares; 2025Q1: 38,274 shares; 2025Q2: 35,843 shares 35,843$1.55M0.11%-2,431Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,557 shares; 2024Q4: 17,975 shares; 2025Q1: 17,968 shares; 2025Q2: 16,827 shares 16,827$1.55M0.1%-1,141Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,953 shares; 2024Q4: 24,193 shares; 2025Q1: 24,194 shares; 2025Q2: 22,657 shares 22,657$1.53M0.1%-1,537Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,487 shares; 2025Q1: 5,437 shares; 2025Q2: 5,139 shares 5,139$1.51M0.1%-298Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,679 shares; 2024Q4: 22,012 shares; 2025Q1: 21,788 shares; 2025Q2: 20,592 shares 20,592$1.51M0.1%-1,196Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,089 shares; 2025Q2: 5,243 shares 5,243$1.51M0.1%+2,154Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,749 shares; 2025Q1: 5,747 shares; 2025Q2: 5,382 shares 5,382$1.5M0.1%-365Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,751 shares; 2025Q1: 5,691 shares; 2025Q2: 5,357 shares 5,357$1.43M0.1%-334Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,694 shares 15,694$1.43M0.1%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,411 shares; 2024Q4: 52,810 shares; 2025Q1: 52,272 shares; 2025Q2: 49,402 shares 49,402$1.43M0.1%-2,870Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 1,741 shares; 2025Q1: 1,687 shares; 2025Q2: 1,595 shares 1,595$1.43M0.1%-92Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 20,014 shares; 2025Q1: 4,632 shares; 2025Q2: 4,378 shares 4,378$1.41M0.1%-254Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 14,594 shares; 2025Q1: 14,594 shares; 2025Q2: 13,961 shares 13,961$1.41M0.1%-633Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 6,749 shares; 2025Q1: 6,711 shares; 2025Q2: 6,284 shares 6,284$1.39M0.09%-427Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,676 shares; 2025Q2: 64,495 shares 64,495$1.39M0.09%+41,819Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 4,901 shares; 2025Q1: 4,851 shares; 2025Q2: 4,584 shares 4,584$1.37M0.09%-267Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,732 shares; 2025Q1: 12,606 shares; 2025Q2: 11,914 shares 11,914$1.37M0.09%-692Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,470 shares; 2025Q1: 7,427 shares; 2025Q2: 6,955 shares 6,955$1.37M0.09%-472Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 3,882 shares; 2025Q1: 3,816 shares; 2025Q2: 3,606 shares 3,606$1.35M0.09%-210Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,141 shares; 2024Q4: 43,916 shares; 2025Q1: 43,480 shares; 2025Q2: 41,092 shares 41,092$1.34M0.09%-2,388Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,609 shares; 2024Q4: 36,589 shares; 2025Q1: 35,988 shares; 2025Q2: 34,235 shares 34,235$1.28M0.09%-1,753Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: 6,489 shares; 2025Q1: 6,424 shares; 2025Q2: 6,070 shares 6,070$1.27M0.09%-354Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 14,233 shares; 2025Q1: 14,089 shares; 2025Q2: 13,315 shares 13,315$1.21M0.08%-774Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,210 shares; 2024Q4: 14,586 shares; 2025Q1: 14,279 shares; 2025Q2: 13,495 shares 13,495$1.21M0.08%-784Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 10,358 shares; 2025Q1: 10,464 shares; 2025Q2: 9,761 shares 9,761$1.2M0.08%-703Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 6,373 shares; 2025Q1: 6,307 shares; 2025Q2: 5,962 shares 5,962$1.2M0.08%-345Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,269 shares; 2025Q1: 6,230 shares; 2025Q2: 3,405 shares 3,405$1.2M0.08%-2,825
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,599 shares; 2025Q1: 1,584 shares; 2025Q2: 1,497 shares 1,497$1.19M0.08%-87Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,470 shares; 2024Q4: 52,018 shares; 2025Q1: 51,502 shares; 2025Q2: 48,673 shares 48,673$1.18M0.08%-2,829Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,713 shares; 2025Q1: 4,667 shares; 2025Q2: 4,410 shares 4,410$1.18M0.08%-257Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares 2,275$1.17M0.08%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,485 shares; 2024Q4: 24,018 shares; 2025Q1: 23,862 shares; 2025Q2: 14,427 shares 14,427$1.16M0.08%-9,435Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,609 shares; 2025Q1: 4,679 shares; 2025Q2: 8,333 shares 8,333$1.16M0.08%+3,654Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,426 shares 3,426$1.13M0.08%-246Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,059 shares; 2024Q4: 20,439 shares; 2025Q1: 20,418 shares; 2025Q2: 19,046 shares 19,046$1.12M0.08%-1,372Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,820 shares; 2025Q2: 2,652 shares 2,652$1.12M0.08%-168Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 16,940 shares; 2025Q1: 17,114 shares; 2025Q2: 15,963 shares 15,963$1.1M0.07%-1,151Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,353 shares; 2025Q1: 11,353 shares; 2025Q2: 10,589 shares 10,589$1.09M0.07%-764Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,154 shares; 2025Q1: 11,040 shares; 2025Q2: 10,434 shares 10,434$1.09M0.07%-606Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,330 shares; 2025Q1: 6,320 shares; 2025Q2: 5,895 shares 5,895$1.08M0.07%-425Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 6,599 shares; 2025Q1: 6,591 shares; 2025Q2: 6,149 shares 6,149$1.07M0.07%-442Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,740 shares 18,740$1.06M0.07%newTimeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,041 shares; 2025Q1: 5,980 shares; 2025Q2: 5,650 shares 5,650$1.04M0.07%-330Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 9,220 shares; 2025Q1: 9,219 shares; 2025Q2: 8,599 shares 8,599$1.01M0.07%-620Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,598 shares; 2025Q1: 2,609 shares; 2025Q2: 2,453 shares 2,453$1.01M0.07%-156Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,358 shares 3,358$985K0.07%-242Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,091 shares; 2024Q4: 21,392 shares; 2025Q1: 21,230 shares; 2025Q2: 19,933 shares 19,933$981K0.07%-1,297Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 769 shares; 2025Q1: 776 shares; 2025Q2: 10,859 shares 10,859$979K0.07%+10,083Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,292 shares; 2025Q2: 13,982 shares 13,982$951K0.06%-310Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 2,088 shares 2,088$922K0.06%+735Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,706 shares; 2025Q1: 4,674 shares; 2025Q2: 4,417 shares 4,417$916K0.06%-257Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,365 shares; 2025Q1: 2,351 shares; 2025Q2: 2,223 shares 2,223$909K0.06%-128Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,773 shares; 2024Q4: 29,396 shares; 2025Q1: 29,533 shares; 2025Q2: 27,914 shares 27,914$892K0.06%-1,619Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,825 shares; 2024Q4: 13,082 shares; 2025Q1: 13,084 shares; 2025Q2: 12,217 shares 12,217$868K0.06%-867Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,641 shares; 2024Q4: 20,160 shares; 2025Q1: 20,235 shares; 2025Q2: 19,127 shares 19,127$867K0.06%-1,108Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 10,040 shares; 2025Q1: 10,040 shares; 2025Q2: 9,638 shares 9,638$825K0.06%-402Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,025 shares; 2025Q1: 5,005 shares; 2025Q2: 2,825 shares 2,825$823K0.06%-2,180Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 8,275 shares; 2025Q1: 8,392 shares; 2025Q2: 7,932 shares 7,932$823K0.06%-460Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,255 shares; 2025Q1: 3,257 shares; 2025Q2: 3,126 shares 3,126$800K0.05%-131Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares 2,493$798K0.05%newTimeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,079 shares 2,079$796K0.05%-87Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,173 shares; 2025Q1: 2,195 shares; 2025Q2: 2,047 shares 2,047$796K0.05%-148Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,099 shares; 2024Q4: 18,270 shares; 2025Q1: 18,107 shares; 2025Q2: 17,351 shares 17,351$785K0.05%-756Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 18,219 shares; 2025Q1: 18,212 shares; 2025Q2: 8,992 shares 8,992$784K0.05%-9,220Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,023 shares; 2025Q1: 10,861 shares; 2025Q2: 10,288 shares 10,288$780K0.05%-573Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,835 shares; 2025Q1: 8,877 shares; 2025Q2: 8,390 shares 8,390$769K0.05%-487Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,321 shares; 2025Q1: 3,236 shares; 2025Q2: 3,101 shares 3,101$767K0.05%-135Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,141 shares; 2025Q1: 6,205 shares; 2025Q2: 5,863 shares 5,863$759K0.05%-342Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 8,162 shares; 2025Q1: 8,108 shares; 2025Q2: 7,612 shares 7,612$751K0.05%-496Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 9,746 shares; 2025Q1: 9,616 shares; 2025Q2: 3,999 shares 3,999$745K0.05%-5,617Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 11,087 shares; 2025Q1: 11,233 shares; 2025Q2: 10,657 shares 10,657$738K0.05%-576Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,059 shares; 2025Q1: 6,884 shares; 2025Q2: 6,703 shares 6,703$720K0.05%-181Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,678 shares; 2024Q4: 43,558 shares; 2025Q1: 21,100 shares; 2025Q2: 20,055 shares 20,055$716K0.05%-1,045Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 10,758 shares; 2025Q1: 10,750 shares; 2025Q2: 10,028 shares 10,028$714K0.05%-722Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,999 shares 1,999$700K0.05%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,501 shares; 2025Q1: 6,461 shares; 2025Q2: 2,560 shares 2,560$699K0.05%-3,901Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,191 shares 3,191$696K0.05%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,118 shares 2,118$691K0.05%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,610 shares; 2024Q4: 12,117 shares; 2025Q1: 12,306 shares; 2025Q2: 11,700 shares 11,700$682K0.05%-606Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,401 shares; 2025Q1: 4,471 shares; 2025Q2: 4,235 shares 4,235$681K0.05%-236Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,561 shares; 2025Q1: 5,532 shares; 2025Q2: 5,258 shares 5,258$678K0.05%-274Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 6,003 shares; 2025Q1: 6,094 shares; 2025Q2: 5,708 shares 5,708$674K0.05%-386Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,757 shares; 2025Q1: 7,838 shares; 2025Q2: 7,336 shares 7,336$673K0.05%-502Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 3,145 shares; 2025Q1: 3,171 shares; 2025Q2: 2,976 shares 2,976$658K0.04%-195Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 8,957 shares; 2025Q1: 9,069 shares; 2025Q2: 8,633 shares 8,633$655K0.04%-436Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,617 shares; 2025Q1: 5,702 shares; 2025Q2: 5,421 shares 5,421$645K0.04%-281Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,367 shares; 2025Q1: 2,397 shares; 2025Q2: 2,281 shares 2,281$643K0.04%-116Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 11,617 shares; 2025Q1: 11,766 shares; 2025Q2: 11,200 shares 11,200$633K0.04%-566Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 15,240 shares; 2025Q1: 15,437 shares; 2025Q2: 14,678 shares 14,678$631K0.04%-759Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,081 shares; 2024Q4: 8,135 shares; 2025Q1: 5,566 shares; 2025Q2: 1,882 shares 1,882$625K0.04%-3,684Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,683 shares; 2025Q1: 14,662 shares; 2025Q2: 6,562 shares 6,562$624K0.04%-8,100Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,324 shares; 2024Q4: 21,917 shares; 2025Q1: 22,226 shares; 2025Q2: 20,864 shares 20,864$613K0.04%-1,362Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,729 shares; 2025Q1: 4,793 shares; 2025Q2: 4,479 shares 4,479$602K0.04%-314Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 2,754 shares; 2025Q1: 2,705 shares; 2025Q2: 2,605 shares 2,605$592K0.04%-100Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 23,215 shares; 2025Q1: 23,026 shares; 2025Q2: 10,807 shares 10,807$588K0.04%-12,219Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 11,708 shares; 2025Q1: 11,851 shares; 2025Q2: 11,249 shares 11,249$583K0.04%-602Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 3,842 shares 3,842$581K0.04%-135Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 9,043 shares; 2025Q1: 9,173 shares; 2025Q2: 8,722 shares 8,722$578K0.04%-451Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,216 shares; 2024Q4: 13,687 shares; 2025Q1: 13,873 shares; 2025Q2: 13,175 shares 13,175$572K0.04%-698Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 7,992 shares; 2025Q1: 8,092 shares; 2025Q2: 7,677 shares 7,677$571K0.04%-415Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,172 shares; 2024Q4: 17,248 shares; 2025Q1: 16,943 shares; 2025Q2: 16,280 shares 16,280$550K0.04%-663Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,452 shares; 2025Q1: 1,413 shares; 2025Q2: 1,354 shares 1,354$547K0.04%-59Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 7,516 shares; 2025Q1: 7,613 shares; 2025Q2: 7,223 shares 7,223$520K0.04%-390Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 6,590 shares; 2025Q1: 6,518 shares; 2025Q2: 6,137 shares 6,137$517K0.04%-381Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 11,857 shares; 2025Q1: 5,178 shares; 2025Q2: 5,003 shares 5,003$505K0.03%-175Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,067 shares; 2025Q1: 3,112 shares; 2025Q2: 2,952 shares 2,952$490K0.03%-160Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,497 shares; 2024Q4: 16,551 shares; 2025Q1: 16,799 shares; 2025Q2: 15,380 shares 15,380$489K0.03%-1,419Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 8,898 shares; 2025Q1: 8,806 shares; 2025Q2: 8,434 shares 8,434$466K0.03%-372Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,723 shares; 2024Q4: 11,286 shares; 2025Q1: 11,448 shares; 2025Q2: 10,698 shares 10,698$449K0.03%-750Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,848 shares; 2025Q1: 4,917 shares; 2025Q2: 4,595 shares 4,595$442K0.03%-322Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,192 shares; 2024Q4: 8,028 shares; 2025Q1: 8,141 shares; 2025Q2: 7,828 shares 7,828$438K0.03%-313Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,112 shares; 2025Q1: 2,320 shares; 2025Q2: 824 shares 824$433K0.03%-1,496Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,624 shares; 2025Q1: 6,731 shares; 2025Q2: 6,291 shares 6,291$425K0.03%-440Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,137 shares; 2024Q4: 19,416 shares; 2025Q1: 19,220 shares; 2025Q2: 18,656 shares 18,656$418K0.03%-564Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,338 shares; 2025Q1: 6,082 shares; 2025Q2: 6,073 shares 6,073$414K0.03%-9Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,419 shares; 2025Q1: 2,454 shares; 2025Q2: 2,360 shares 2,360$407K0.03%-94Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 6,999 shares; 2025Q1: 7,097 shares; 2025Q2: 6,722 shares 6,722$389K0.03%-375Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,850 shares; 2024Q4: 8,476 shares; 2025Q1: 8,383 shares; 2025Q2: 8,099 shares 8,099$375K0.03%-284Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,321 shares; 2025Q1: 3,282 shares; 2025Q2: 3,144 shares 3,144$360K0.02%-138Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,279 shares; 2024Q4: 12,095 shares; 2025Q1: 12,035 shares; 2025Q2: 2,043 shares 2,043$358K0.02%-9,992Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 5,088 shares; 2025Q1: 5,032 shares; 2025Q2: 4,797 shares 4,797$329K0.02%-235Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,060 shares; 2025Q1: 3,056 shares; 2025Q2: 913 shares 913$326K0.02%-2,143Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 4,909 shares; 2025Q1: 4,845 shares; 2025Q2: 4,645 shares 4,645$297K0.02%-200Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 3,366 shares; 2025Q1: 3,331 shares; 2025Q2: 3,190 shares 3,190$287K0.02%-141Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 3,982 shares; 2025Q1: 3,938 shares; 2025Q2: 3,773 shares 3,773$274K0.02%-165Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,155 shares; 2025Q1: 3,117 shares; 2025Q2: 2,963 shares 2,963$273K0.02%-154Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,482 shares; 2025Q1: 5,245 shares; 2025Q2: 5,135 shares 5,135$240K0.02%-110Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,684 shares; 2024Q4: 7,385 shares; 2025Q1: 7,275 shares; 2025Q2: 6,967 shares 6,967$226K0.02%-308Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 12,895 shares; 2025Q1: 12,755 shares; 2025Q2: 12,491 shares 12,491$219K0.01%-264Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,760 shares; 2025Q1: 2,719 shares; 2025Q2: 2,587 shares 2,587$208K0.01%-132Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 1,730 shares; 2025Q1: 1,711 shares; 2025Q2: 1,656 shares 1,656$208K0.01%-55Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 7,879 shares; 2025Q1: 7,807 shares; 2025Q2: 7,478 shares 7,478$198K0.01%-329Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,482 shares; 2024Q4: 9,118 shares; 2025Q1: 9,017 shares; 2025Q2: 8,642 shares 8,642$176K0.01%-375Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VYMVANGUARD WHITEHALL FDS5,773,322$745Mshares
SCHDSCHWAB STRATEGIC TR18,570,000$519Mshares
EMBISHARES TR1,143,647$104Mshares
GSGISHARES S&P GSCI COMMODITY-2,208,431$50.3Mshares
BAHBOOZ ALLEN HAMILTON HLDG COR21,978$2.3Mshares
ACGLARCH CAP GROUP LTD20,954$2.02Mshares
IQVIQVIA HLDGS INC9,872$1.74Mshares
DISCOVER FINL SVCSDISCOVER FINL SVCS8,144$1.39Mshares
LULULULULEMON ATHLETICA INC3,843$1.09Mshares
TTEKTETRA TECH INC NEW29,059$850Kshares
WSCWILLSCOT HLDGS CORP29,688$825Kshares
GXOGXO LOGISTICS INCORPORATED17,888$699Kshares
ENTGENTEGRIS INC7,385$646Kshares
FTVFORTIVE CORP8,398$615Kshares
WYWEYERHAEUSER CO20,810$609Kshares
YETIYETI HLDGS INC17,627$583Kshares
SWKSTANLEY BLACK & DECKER INC5,473$421Kshares
DARDARLING INGREDIENTS INC11,757$367Kshares
SNDKSANDISK CORP1,614$76.8Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-25-028716 base2025-08-05acceptance time not in the bulk data set