GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,010 shares; 2024Q4: 25,588 shares; 2025Q1: 25,982 shares; 2025Q2: 25,809 shares; 2025Q3: 25,801 shares; 2025Q4: 25,622 shares; 2026Q1: 25,158 shares; 2026Q2: 25,325 shares 25,325 $9.05M 5.54% +167 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,861 shares; 2024Q4: 6,187 shares; 2025Q1: 7,046 shares; 2025Q2: 7,015 shares; 2025Q3: 6,981 shares; 2025Q4: 6,842 shares; 2026Q1: 6,609 shares; 2026Q2: 6,646 shares 6,646 $7.81M 4.78% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,072 shares 5,072 $5.85M 3.58% new 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: 12,515 shares; 2024Q4: 13,712 shares; 2025Q1: 12,032 shares; 2025Q2: 11,234 shares; 2025Q3: 11,290 shares; 2025Q4: 11,573 shares; 2026Q1: 11,065 shares; 2026Q2: 13,451 shares 13,451 $5.02M 3.07% +2,386 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,211 shares; 2024Q4: 55,012 shares; 2025Q1: 135,614 shares; 2025Q2: 135,873 shares; 2025Q3: 139,606 shares; 2025Q4: 133,807 shares; 2026Q1: 130,834 shares; 2026Q2: 131,151 shares 131,151 $5.01M 3.07% +317 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,065 shares; 2024Q4: 44,195 shares; 2025Q1: 44,335 shares; 2025Q2: 41,628 shares; 2025Q3: 41,113 shares; 2025Q4: 41,302 shares; 2026Q1: 40,790 shares; 2026Q2: 41,526 shares 41,526 $4.45M 2.72% +736 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,632 shares; 2024Q4: 10,844 shares; 2025Q1: 11,531 shares; 2025Q2: 12,042 shares; 2025Q3: 12,802 shares; 2025Q4: 14,056 shares; 2026Q1: not reported; 2026Q2: 15,535 shares 15,535 $4.37M 2.67% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,454 shares; 2024Q4: 16,578 shares; 2025Q1: 16,610 shares; 2025Q2: 16,048 shares; 2025Q3: 16,552 shares; 2025Q4: 16,488 shares; 2026Q1: 16,184 shares; 2026Q2: 17,021 shares 17,021 $4.29M 2.63% +837 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 12,174 shares; 2025Q4: 12,838 shares; 2026Q1: 12,816 shares; 2026Q2: 12,611 shares 12,611 $4.22M 2.58% -205 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,612 shares; 2024Q4: 12,752 shares; 2025Q1: 12,979 shares; 2025Q2: 12,804 shares; 2025Q3: 12,903 shares; 2025Q4: 14,718 shares; 2026Q1: 14,610 shares; 2026Q2: 14,526 shares 14,526 $3.91M 2.39% -84 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: 12,675 shares; 2024Q4: 17,406 shares; 2025Q1: 17,518 shares; 2025Q2: 17,436 shares; 2025Q3: 18,253 shares; 2025Q4: 18,209 shares; 2026Q1: 18,391 shares; 2026Q2: 20,353 shares 20,353 $3.86M 2.36% +1,962 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,922 shares; 2024Q4: 32,096 shares; 2025Q1: 14,614 shares; 2025Q2: 16,746 shares; 2025Q3: 17,129 shares; 2025Q4: 9,682 shares; 2026Q1: 19,318 shares; 2026Q2: 19,226 shares 19,226 $3.85M 2.35% -92 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: 19,282 shares; 2024Q4: 19,206 shares; 2025Q1: 20,249 shares; 2025Q2: 16,376 shares; 2025Q3: 16,651 shares; 2025Q4: 16,705 shares; 2026Q1: 14,970 shares; 2026Q2: 15,535 shares 15,535 $3.7M 2.27% +565 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: 4,985 shares; 2024Q4: 4,877 shares; 2025Q1: 4,704 shares; 2025Q2: 6,996 shares; 2025Q3: 6,753 shares; 2025Q4: 5,458 shares; 2026Q1: 5,310 shares; 2026Q2: 5,339 shares 5,339 $3.67M 2.24% +29 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,994 shares; 2024Q4: 16,059 shares; 2025Q1: 16,326 shares; 2025Q2: 16,229 shares; 2025Q3: 16,129 shares; 2025Q4: 15,671 shares; 2026Q1: 14,631 shares; 2026Q2: 9,645 shares 9,645 $3.6M 2.21% -4,986 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: 14,148 shares; 2024Q4: 14,166 shares; 2025Q1: 15,018 shares; 2025Q2: 10,809 shares; 2025Q3: 11,952 shares; 2025Q4: 11,652 shares; 2026Q1: 11,424 shares; 2026Q2: 11,898 shares 11,898 $3.44M 2.11% +474 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: 3,351 shares; 2024Q4: 3,376 shares; 2025Q1: 3,408 shares; 2025Q2: 3,420 shares; 2025Q3: 3,403 shares; 2025Q4: 3,374 shares; 2026Q1: 3,532 shares; 2026Q2: 3,649 shares 3,649 $3.41M 2.09% +117 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,458 shares; 2025Q4: 18,750 shares; 2026Q1: 31,850 shares; 2026Q2: 32,315 shares 32,315 $3.28M 2.01% +465 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: 5,034 shares; 2024Q4: 2,744 shares; 2025Q1: 2,815 shares; 2025Q2: 2,149 shares; 2025Q3: 2,081 shares; 2025Q4: 2,576 shares; 2026Q1: 2,515 shares; 2026Q2: 2,577 shares 2,577 $3.09M 1.89% +62 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: 8,546 shares; 2024Q4: 8,571 shares; 2025Q1: 8,034 shares; 2025Q2: 7,995 shares; 2025Q3: 7,908 shares; 2025Q4: 8,246 shares; 2026Q1: 7,439 shares; 2026Q2: 7,997 shares 7,997 $2.74M 1.68% +558 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 2,603 shares; 2025Q3: 2,638 shares; 2025Q4: 2,650 shares; 2026Q1: 2,633 shares; 2026Q2: 2,703 shares 2,703 $2.73M 1.67% +70 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: 11,644 shares; 2025Q1: 27,172 shares; 2025Q2: 2,377 shares; 2025Q3: 3,091 shares; 2025Q4: 3,663 shares; 2026Q1: 4,245 shares; 2026Q2: 5,992 shares 5,992 $2.6M 1.59% +1,747 Timeline EMXC ISHARES INC More: the full row for ISHARES 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: 23,617 shares; 2026Q2: 23,723 shares 23,723 $2.43M 1.49% +106 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: 8,234 shares; 2025Q1: 7,900 shares; 2025Q2: 34,709 shares; 2025Q3: 35,137 shares; 2025Q4: 36,519 shares; 2026Q1: 37,598 shares; 2026Q2: 23,709 shares 23,709 $2.41M 1.48% -13,889 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,152 shares; 2025Q1: 2,011 shares; 2025Q2: 1,557 shares; 2025Q3: 1,516 shares; 2025Q4: 1,769 shares; 2026Q1: 1,747 shares; 2026Q2: 1,764 shares 1,764 $2.4M 1.47% +17 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: 8,312 shares; 2024Q4: 8,344 shares; 2025Q1: 8,399 shares; 2025Q2: 8,043 shares; 2025Q3: 8,107 shares; 2025Q4: 8,072 shares; 2026Q1: 7,602 shares; 2026Q2: 7,380 shares 7,380 $2.32M 1.42% -222 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,244 shares; 2024Q4: 4,266 shares; 2025Q1: 4,430 shares; 2025Q2: 4,164 shares; 2025Q3: 4,216 shares; 2025Q4: 4,877 shares; 2026Q1: 4,000 shares; 2026Q2: 4,037 shares 4,037 $2.27M 1.39% +37 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,817 shares; 2024Q4: 15,887 shares; 2025Q1: 9,481 shares; 2025Q2: 9,052 shares; 2025Q3: 9,066 shares; 2025Q4: 18,126 shares; 2026Q1: 17,860 shares; 2026Q2: 19,103 shares 19,103 $2.24M 1.37% +1,243 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,254 shares; 2025Q1: 2,366 shares; 2025Q2: 2,363 shares; 2025Q3: 2,349 shares; 2025Q4: 2,344 shares; 2026Q1: 2,189 shares; 2026Q2: 2,245 shares 2,245 $2.16M 1.32% +56 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,695 shares; 2024Q4: 55,695 shares; 2025Q1: 55,695 shares; 2025Q2: 55,695 shares; 2025Q3: 55,695 shares; 2025Q4: 55,695 shares; 2026Q1: 55,695 shares; 2026Q2: 55,695 shares 55,695 $2.15M 1.32% 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: 545 shares; 2026Q1: 545 shares; 2026Q2: 3,879 shares 3,879 $2.1M 1.29% +3,334 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,183 shares; 2024Q4: 16,262 shares; 2025Q1: 16,251 shares; 2025Q2: 16,183 shares; 2025Q3: 16,227 shares; 2025Q4: 16,454 shares; 2026Q1: 16,118 shares; 2026Q2: 15,925 shares 15,925 $2.1M 1.28% -193 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,211 shares; 2024Q4: 10,261 shares; 2025Q1: 10,311 shares; 2025Q2: 9,915 shares; 2025Q3: 9,910 shares; 2025Q4: 11,557 shares; 2026Q1: 11,271 shares; 2026Q2: 11,279 shares 11,279 $2.09M 1.28% +8 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: 729 shares; 2024Q4: 730 shares; 2025Q1: 731 shares; 2025Q2: 733 shares; 2025Q3: 732 shares; 2025Q4: 759 shares; 2026Q1: 617 shares; 2026Q2: 624 shares 624 $1.99M 1.22% +7 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: 5,231 shares; 2024Q4: 5,250 shares; 2025Q1: 5,229 shares; 2025Q2: 5,120 shares; 2025Q3: 5,096 shares; 2025Q4: 5,788 shares; 2026Q1: 4,124 shares; 2026Q2: 3,967 shares 3,967 $1.99M 1.22% -157 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $1.91M 1.17% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 2,008 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,360 shares 3,360 $1.88M 1.15% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 5,400 shares; 2026Q2: 5,100 shares 5,100 $1.88M 1.15% -300 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 26,750 shares; 2026Q2: 27,942 shares 27,942 $1.85M 1.13% +1,192 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: 11,434 shares; 2024Q4: 11,634 shares; 2025Q1: 13,934 shares; 2025Q2: 13,934 shares; 2025Q3: 13,534 shares; 2025Q4: 11,734 shares; 2026Q1: 11,734 shares; 2026Q2: 11,734 shares 11,734 $1.8M 1.1% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S 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: 60,600 shares; 2026Q1: 42,644 shares; 2026Q2: 64,239 shares 64,239 $1.76M 1.08% +21,595 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,917 shares; 2025Q4: 2,441 shares; 2026Q1: 2,368 shares; 2026Q2: 2,275 shares 2,275 $1.72M 1.05% -93 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,766 shares; 2024Q4: 21,766 shares; 2025Q1: 21,766 shares; 2025Q2: 21,766 shares; 2025Q3: 21,766 shares; 2025Q4: 21,766 shares; 2026Q1: 21,766 shares; 2026Q2: 21,766 shares 21,766 $1.64M 1.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,089 shares; 2025Q2: 23,414 shares; 2025Q3: 27,457 shares; 2025Q4: 23,806 shares; 2026Q1: 24,589 shares; 2026Q2: 23,273 shares 23,273 $1.39M 0.85% -1,316 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: 3,141 shares; 2024Q4: 3,142 shares; 2025Q1: 4,039 shares; 2025Q2: 3,215 shares; 2025Q3: 3,160 shares; 2025Q4: 4,161 shares; 2026Q1: 4,162 shares; 2026Q2: 3,763 shares 3,763 $1.33M 0.81% -399 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,981 shares; 2024Q4: 15,073 shares; 2025Q1: 15,260 shares; 2025Q2: 12,334 shares; 2025Q3: 13,086 shares; 2025Q4: 26,337 shares; 2026Q1: 25,309 shares; 2026Q2: 25,615 shares 25,615 $1.16M 0.71% +306 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 7,616 shares; 2025Q1: 7,212 shares; 2025Q2: 6,722 shares; 2025Q3: 7,146 shares; 2025Q4: 7,386 shares; 2026Q1: 9,663 shares; 2026Q2: 7,214 shares 7,214 $1.14M 0.7% -2,449 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $1.08M 0.66% 0 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: 6,744 shares; 2024Q4: 6,597 shares; 2025Q1: not reported; 2025Q2: 2,992 shares; 2025Q3: 3,114 shares; 2025Q4: 3,228 shares; 2026Q1: not reported; 2026Q2: 4,220 shares 4,220 $1.05M 0.64% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,114 shares; 2025Q2: 22,089 shares; 2025Q3: 24,703 shares; 2025Q4: 20,782 shares; 2026Q1: 21,210 shares; 2026Q2: 22,395 shares 22,395 $945K 0.58% +1,185 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: 1,451 shares; 2024Q4: 1,526 shares; 2025Q1: 1,625 shares; 2025Q2: 1,619 shares; 2025Q3: 1,624 shares; 2025Q4: 1,656 shares; 2026Q1: 1,630 shares; 2026Q2: 1,690 shares 1,690 $877K 0.54% +60 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,555 shares; 2026Q2: 10,666 shares 10,666 $821K 0.5% +111 Timeline REMX 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: not reported; 2025Q4: not reported; 2026Q1: 9,013 shares; 2026Q2: 8,973 shares 8,973 $794K 0.49% -40 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.46% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares; 2026Q2: 1,000 shares 1,000 $723K 0.44% -110 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,642 shares; 2024Q4: 3,664 shares; 2025Q1: 3,691 shares; 2025Q2: 3,727 shares; 2025Q3: 3,765 shares; 2025Q4: 3,798 shares; 2026Q1: 3,830 shares; 2026Q2: 3,869 shares 3,869 $674K 0.41% +39 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: 1,921 shares; 2024Q4: 1,923 shares; 2025Q1: 1,925 shares; 2025Q2: 1,927 shares; 2025Q3: 1,925 shares; 2025Q4: 2,526 shares; 2026Q1: 2,565 shares; 2026Q2: 2,627 shares 2,627 $661K 0.4% +62 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: 2,312 shares; 2024Q4: 2,314 shares; 2025Q1: 2,294 shares; 2025Q2: 2,295 shares; 2025Q3: 2,210 shares; 2025Q4: 2,211 shares; 2026Q1: 2,212 shares; 2026Q2: 2,213 shares 2,213 $602K 0.37% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,394 shares; 2025Q2: 1,419 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $597K 0.37% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 4,920 shares 4,920 $588K 0.36% +4,305 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,809 shares 10,809 $564K 0.35% new 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: 6,480 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280 $557K 0.34% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 1,615 shares; 2025Q1: 1,413 shares; 2025Q2: 1,416 shares; 2025Q3: 1,417 shares; 2025Q4: 1,419 shares; 2026Q1: 1,421 shares; 2026Q2: 1,424 shares 1,424 $555K 0.34% +3 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 350 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $532K 0.33% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares; 2026Q1: 3,027 shares; 2026Q2: 3,527 shares 3,527 $482K 0.3% +500 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: 1,413 shares; 2024Q4: 1,416 shares; 2025Q1: 1,419 shares; 2025Q2: 1,423 shares; 2025Q3: 1,396 shares; 2025Q4: 1,399 shares; 2026Q1: 1,402 shares; 2026Q2: 1,406 shares 1,406 $475K 0.29% +4 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,105 shares; 2025Q1: 1,099 shares; 2025Q2: 1,034 shares; 2025Q3: 1,036 shares; 2025Q4: 1,039 shares; 2026Q1: 940 shares; 2026Q2: 623 shares 623 $465K 0.28% -317 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,648 shares; 2025Q4: 1,686 shares; 2026Q1: 1,386 shares; 2026Q2: 1,191 shares 1,191 $434K 0.27% -195 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 4,740 shares 4,740 $392K 0.24% +3,950 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares; 2026Q2: 1,032 shares 1,032 $390K 0.24% +120 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,594 shares; 2024Q4: 3,617 shares; 2025Q1: 3,770 shares; 2025Q2: 3,794 shares; 2025Q3: 3,692 shares; 2025Q4: 3,640 shares; 2026Q1: 3,681 shares; 2026Q2: 3,725 shares 3,725 $366K 0.22% +44 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $328K 0.2% new 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: 447 shares; 2024Q4: 448 shares; 2025Q1: 449 shares; 2025Q2: 450 shares; 2025Q3: 451 shares; 2025Q4: 453 shares; 2026Q1: 432 shares; 2026Q2: 433 shares 433 $324K 0.2% +1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $317K 0.19% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,243 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,543 shares; 2026Q1: 3,543 shares; 2026Q2: 3,543 shares 3,543 $300K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,228 shares; 2025Q2: 7,523 shares; 2025Q3: 7,629 shares; 2025Q4: 9,309 shares; 2026Q1: 915 shares; 2026Q2: 913 shares 913 $299K 0.18% -2 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: 611 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $297K 0.18% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,779 shares; 2024Q4: 12,808 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 410 shares 410 $295K 0.18% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $292K 0.18% new 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: 2,206 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares; 2026Q1: 1,742 shares; 2026Q2: 1,742 shares 1,742 $289K 0.18% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,401 shares 1,401 $283K 0.17% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880 shares 880 $266K 0.16% new 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: 4,147 shares; 2026Q2: 4,147 shares 4,147 $261K 0.16% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 4,298 shares; 2025Q1: 4,298 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares; 2026Q2: 4,298 shares 4,298 $249K 0.15% 0 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: 1,825 shares; 2024Q4: 1,826 shares; 2025Q1: 1,827 shares; 2025Q2: 1,828 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,745 shares; 2026Q2: 1,680 shares 1,680 $246K 0.15% -65 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $239K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120 $239K 0.15% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 700 shares; 2026Q2: 480 shares 480 $235K 0.14% -220 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: not reported; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $232K 0.14% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares 358 $230K 0.14% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,088 shares; 2024Q4: 19,281 shares; 2025Q1: 18,943 shares; 2025Q2: 17,686 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,237 shares; 2026Q2: 4,267 shares 4,267 $227K 0.14% +30 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 108 shares 108 $214K 0.13% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 280 shares 280 $212K 0.13% new Timeline