TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,865 shares; 2024Q4: 189,380 shares; 2025Q1: 210,676 shares; 2025Q2: 261,286 shares; 2025Q3: 260,214 shares; 2025Q4: 236,626 shares; 2026Q1: not loaded; 2026Q2: 198,967 shares 198,967 $95M 5.22% 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: 368,668 shares; 2024Q4: 371,246 shares; 2025Q1: 374,627 shares; 2025Q2: 371,562 shares; 2025Q3: 374,020 shares; 2025Q4: 380,794 shares; 2026Q1: not loaded; 2026Q2: 391,613 shares 391,613 $93.3M 5.13% 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: 298,259 shares; 2024Q4: 301,072 shares; 2025Q1: 303,573 shares; 2025Q2: 299,622 shares; 2025Q3: 297,196 shares; 2025Q4: 269,127 shares; 2026Q1: not loaded; 2026Q2: 262,647 shares 262,647 $92.8M 5.1% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,906 shares; 2024Q4: 256,639 shares; 2025Q1: 249,908 shares; 2025Q2: 240,422 shares; 2025Q3: 239,306 shares; 2025Q4: 239,793 shares; 2026Q1: not loaded; 2026Q2: 242,809 shares 242,809 $82.8M 4.55% 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: 19,927 shares; 2024Q4: 20,806 shares; 2025Q1: 27,870 shares; 2025Q2: 41,121 shares; 2025Q3: 42,046 shares; 2025Q4: 42,255 shares; 2026Q1: not loaded; 2026Q2: 36,050 shares 36,050 $71.7M 3.94% 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: 178,538 shares; 2024Q4: 181,225 shares; 2025Q1: 184,599 shares; 2025Q2: 176,809 shares; 2025Q3: 177,478 shares; 2025Q4: 178,293 shares; 2026Q1: not loaded; 2026Q2: 188,684 shares 188,684 $70.4M 3.87% 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: 264,740 shares; 2024Q4: 263,662 shares; 2025Q1: 254,775 shares; 2025Q2: 233,005 shares; 2025Q3: 226,961 shares; 2025Q4: 226,252 shares; 2026Q1: not loaded; 2026Q2: 222,766 shares 222,766 $64.5M 3.54% 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: 120,953 shares; 2024Q4: 121,953 shares; 2025Q1: 123,171 shares; 2025Q2: 119,135 shares; 2025Q3: 121,206 shares; 2025Q4: 123,465 shares; 2026Q1: not loaded; 2026Q2: 128,242 shares 128,242 $64.2M 3.53% Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,151 shares; 2024Q4: 11,007 shares; 2025Q1: 11,041 shares; 2025Q2: 10,610 shares; 2025Q3: 10,594 shares; 2025Q4: 10,720 shares; 2026Q1: not loaded; 2026Q2: 289,313 shares 289,313 $51.6M 2.83% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794,061 shares; 2024Q4: 811,601 shares; 2025Q1: 835,823 shares; 2025Q2: 829,916 shares; 2025Q3: 843,010 shares; 2025Q4: 868,003 shares; 2026Q1: not loaded; 2026Q2: 880,638 shares 880,638 $47.7M 2.62% Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 949 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 701 shares; 2026Q1: not loaded; 2026Q2: 60,110 shares 60,110 $45.9M 2.52% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,384 shares; 2024Q4: 491,441 shares; 2025Q1: 876,997 shares; 2025Q2: 871,653 shares; 2025Q3: 885,838 shares; 2025Q4: 890,098 shares; 2026Q1: not loaded; 2026Q2: 871,467 shares 871,467 $45.7M 2.51% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651,185 shares; 2024Q4: 662,228 shares; 2025Q1: 682,144 shares; 2025Q2: 694,114 shares; 2025Q3: 707,721 shares; 2025Q4: 724,520 shares; 2026Q1: not loaded; 2026Q2: 739,239 shares 739,239 $44.7M 2.45% 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: 113,108 shares; 2024Q4: 114,741 shares; 2025Q1: 115,963 shares; 2025Q2: 112,833 shares; 2025Q3: 114,561 shares; 2025Q4: 115,258 shares; 2026Q1: not loaded; 2026Q2: 121,242 shares 121,242 $41.6M 2.29% 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: 204,861 shares; 2024Q4: 208,419 shares; 2025Q1: 211,190 shares; 2025Q2: 208,499 shares; 2025Q3: 208,731 shares; 2025Q4: 210,173 shares; 2026Q1: not loaded; 2026Q2: 205,711 shares 205,711 $39M 2.14% 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: 83,923 shares; 2024Q4: 85,899 shares; 2025Q1: 96,349 shares; 2025Q2: 181,677 shares; 2025Q3: 184,208 shares; 2025Q4: 183,946 shares; 2026Q1: not loaded; 2026Q2: 186,146 shares 186,146 $37.2M 2.05% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,834 shares; 2024Q4: 349,953 shares; 2025Q1: 375,480 shares; 2025Q2: 389,595 shares; 2025Q3: 403,387 shares; 2025Q4: 417,243 shares; 2026Q1: not loaded; 2026Q2: 433,623 shares 433,623 $33.6M 1.85% 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: 188,626 shares; 2024Q4: 187,740 shares; 2025Q1: 104,304 shares; 2025Q2: 102,110 shares; 2025Q3: 101,629 shares; 2025Q4: 102,288 shares; 2026Q1: not loaded; 2026Q2: 101,633 shares 101,633 $33.3M 1.83% Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,501 shares; 2024Q4: 222,985 shares; 2025Q1: 228,856 shares; 2025Q2: 228,634 shares; 2025Q3: 232,789 shares; 2025Q4: 239,983 shares; 2026Q1: not loaded; 2026Q2: 245,601 shares 245,601 $31.1M 1.71% 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: 193,895 shares; 2024Q4: 196,757 shares; 2025Q1: 205,088 shares; 2025Q2: 203,788 shares; 2025Q3: 210,982 shares; 2025Q4: 219,017 shares; 2026Q1: not loaded; 2026Q2: 219,025 shares 219,025 $29.9M 1.65% Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,832 shares; 2024Q4: 567,196 shares; 2025Q1: 581,823 shares; 2025Q2: 572,044 shares; 2025Q3: 578,082 shares; 2025Q4: 591,847 shares; 2026Q1: not loaded; 2026Q2: 592,284 shares 592,284 $28.2M 1.55% 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: 70,144 shares; 2024Q4: 72,386 shares; 2025Q1: 74,754 shares; 2025Q2: 74,776 shares; 2025Q3: 75,912 shares; 2025Q4: 77,500 shares; 2026Q1: not loaded; 2026Q2: 79,329 shares 79,329 $28.1M 1.54% Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,466 shares; 2024Q4: 43,636 shares; 2025Q1: 43,574 shares; 2025Q2: 39,858 shares; 2025Q3: 101,728 shares; 2025Q4: 142,532 shares; 2026Q1: not loaded; 2026Q2: 147,111 shares 147,111 $26.6M 1.46% Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,073 shares; 2024Q4: 119,040 shares; 2025Q1: 111,931 shares; 2025Q2: 107,222 shares; 2025Q3: 108,348 shares; 2025Q4: 109,058 shares; 2026Q1: not loaded; 2026Q2: 114,282 shares 114,282 $26.2M 1.44% 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: 39,562 shares; 2024Q4: 39,297 shares; 2025Q1: 39,704 shares; 2025Q2: 39,224 shares; 2025Q3: 39,743 shares; 2025Q4: 43,489 shares; 2026Q1: not loaded; 2026Q2: 45,384 shares 45,384 $25.6M 1.4% Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 213,816 shares; 2026Q1: not loaded; 2026Q2: 499,731 shares 499,731 $24.1M 1.33% Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,772 shares; 2024Q4: 184,416 shares; 2025Q1: 190,251 shares; 2025Q2: 187,065 shares; 2025Q3: 190,264 shares; 2025Q4: 197,050 shares; 2026Q1: not loaded; 2026Q2: 201,053 shares 201,053 $23.5M 1.29% 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: 27,628 shares; 2024Q4: 31,061 shares; 2025Q1: 31,062 shares; 2025Q2: 30,390 shares; 2025Q3: 29,990 shares; 2025Q4: 29,830 shares; 2026Q1: not loaded; 2026Q2: 29,252 shares 29,252 $21.9M 1.2% Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,046 shares; 2024Q4: 455,490 shares; 2025Q1: 425,126 shares; 2025Q2: 411,196 shares; 2025Q3: 412,728 shares; 2025Q4: 424,130 shares; 2026Q1: not loaded; 2026Q2: 421,402 shares 421,402 $21.3M 1.17% Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,051 shares; 2025Q1: 19,956 shares; 2025Q2: 34,529 shares; 2025Q3: 36,121 shares; 2025Q4: 37,199 shares; 2026Q1: not loaded; 2026Q2: 40,235 shares 40,235 $20.2M 1.11% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,071 shares; 2024Q4: 101,010 shares; 2025Q1: 102,231 shares; 2025Q2: 102,176 shares; 2025Q3: 105,605 shares; 2025Q4: 108,198 shares; 2026Q1: not loaded; 2026Q2: 126,832 shares 126,832 $19.9M 1.09% Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 239,770 shares 239,770 $17.3M 0.95% Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,778 shares; 2024Q4: 82,961 shares; 2025Q1: 84,586 shares; 2025Q2: 83,395 shares; 2025Q3: 83,709 shares; 2025Q4: 86,223 shares; 2026Q1: not loaded; 2026Q2: 97,231 shares 97,231 $17.3M 0.95% 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: 110,446 shares; 2024Q4: 107,365 shares; 2025Q1: 47,114 shares; 2025Q2: 47,006 shares; 2025Q3: 47,268 shares; 2025Q4: 47,810 shares; 2026Q1: not loaded; 2026Q2: 49,015 shares 49,015 $16.6M 0.91% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,884 shares; 2024Q4: 67,660 shares; 2025Q1: 68,850 shares; 2025Q2: 67,992 shares; 2025Q3: 69,075 shares; 2025Q4: 70,890 shares; 2026Q1: not loaded; 2026Q2: 78,319 shares 78,319 $15.2M 0.84% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,305 shares; 2024Q4: 15,480 shares; 2025Q1: 15,952 shares; 2025Q2: 16,265 shares; 2025Q3: 16,604 shares; 2025Q4: 85,699 shares; 2026Q1: not loaded; 2026Q2: 145,960 shares 145,960 $14.5M 0.8% Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,510 shares; 2024Q4: 66,444 shares; 2025Q1: 65,644 shares; 2025Q2: 64,280 shares; 2025Q3: 64,230 shares; 2025Q4: 61,555 shares; 2026Q1: not loaded; 2026Q2: 108,002 shares 108,002 $12.7M 0.7% Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,279 shares; 2024Q4: 52,713 shares; 2025Q1: 52,185 shares; 2025Q2: 47,787 shares; 2025Q3: 46,936 shares; 2025Q4: 48,645 shares; 2026Q1: not loaded; 2026Q2: 50,024 shares 50,024 $11.8M 0.65% Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,152 shares; 2024Q4: 196,479 shares; 2025Q1: 107,139 shares; 2025Q2: 105,495 shares; 2025Q3: 107,245 shares; 2025Q4: 109,662 shares; 2026Q1: not loaded; 2026Q2: 91,822 shares 91,822 $11.6M 0.64% Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,282 shares; 2024Q4: 124,920 shares; 2025Q1: 124,693 shares; 2025Q2: 118,117 shares; 2025Q3: 119,845 shares; 2025Q4: 122,262 shares; 2026Q1: not loaded; 2026Q2: 124,936 shares 124,936 $10.2M 0.56% Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,845 shares; 2024Q4: 34,506 shares; 2025Q1: 34,842 shares; 2025Q2: 35,206 shares; 2025Q3: 34,467 shares; 2025Q4: 34,697 shares; 2026Q1: not loaded; 2026Q2: 35,625 shares 35,625 $9.28M 0.51% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,453 shares; 2024Q4: 87,224 shares; 2025Q1: 85,762 shares; 2025Q2: 84,492 shares; 2025Q3: 85,119 shares; 2025Q4: 86,215 shares; 2026Q1: not loaded; 2026Q2: 88,204 shares 88,204 $8.44M 0.46% Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,610 shares; 2024Q4: 90,778 shares; 2025Q1: 89,568 shares; 2025Q2: 87,758 shares; 2025Q3: 87,585 shares; 2025Q4: 87,807 shares; 2026Q1: not loaded; 2026Q2: 88,345 shares 88,345 $7.85M 0.43% 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: 81,120 shares; 2024Q4: 80,057 shares; 2025Q1: 79,307 shares; 2025Q2: 74,162 shares; 2025Q3: 73,319 shares; 2025Q4: 145,883 shares; 2026Q1: not loaded; 2026Q2: 143,201 shares 143,201 $7.61M 0.42% Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,811 shares; 2024Q4: 161,665 shares; 2025Q1: 161,951 shares; 2025Q2: 140,229 shares; 2025Q3: 137,450 shares; 2025Q4: 139,687 shares; 2026Q1: not loaded; 2026Q2: 136,613 shares 136,613 $7.17M 0.39% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,881 shares; 2024Q4: 44,782 shares; 2025Q1: 45,322 shares; 2025Q2: 45,672 shares; 2025Q3: 47,974 shares; 2025Q4: 47,985 shares; 2026Q1: not loaded; 2026Q2: 49,031 shares 49,031 $6.86M 0.38% 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: 30,142 shares; 2024Q4: 29,912 shares; 2025Q1: 30,080 shares; 2025Q2: 27,518 shares; 2025Q3: 27,458 shares; 2025Q4: 27,675 shares; 2026Q1: not loaded; 2026Q2: 26,575 shares 26,575 $6.69M 0.37% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,872 shares; 2024Q4: 25,163 shares; 2025Q1: 24,714 shares; 2025Q2: 23,750 shares; 2025Q3: 23,865 shares; 2025Q4: 23,986 shares; 2026Q1: not loaded; 2026Q2: 23,166 shares 23,166 $6.26M 0.34% Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,101 shares; 2024Q4: 33,220 shares; 2025Q1: 34,753 shares; 2025Q2: 35,084 shares; 2025Q3: 37,182 shares; 2025Q4: 36,175 shares; 2026Q1: not loaded; 2026Q2: 41,248 shares 41,248 $6.24M 0.34% Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,762 shares; 2024Q4: 45,996 shares; 2025Q1: 45,539 shares; 2025Q2: 43,980 shares; 2025Q3: 43,813 shares; 2025Q4: 43,908 shares; 2026Q1: not loaded; 2026Q2: 43,047 shares 43,047 $6.16M 0.34% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,513 shares; 2024Q4: 51,056 shares; 2025Q1: 50,695 shares; 2025Q2: 45,048 shares; 2025Q3: 44,776 shares; 2025Q4: 44,478 shares; 2026Q1: not loaded; 2026Q2: 44,117 shares 44,117 $6.07M 0.33% Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,969 shares; 2024Q4: 68,241 shares; 2025Q1: 67,535 shares; 2025Q2: 59,616 shares; 2025Q3: 58,515 shares; 2025Q4: 60,929 shares; 2026Q1: not loaded; 2026Q2: 62,587 shares 62,587 $5.98M 0.33% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,680 shares; 2024Q4: 55,111 shares; 2025Q1: 51,750 shares; 2025Q2: 48,019 shares; 2025Q3: 49,558 shares; 2025Q4: 49,870 shares; 2026Q1: not loaded; 2026Q2: 49,405 shares 49,405 $5.6M 0.31% 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: 5,234 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,234 shares; 2025Q3: 5,554 shares; 2025Q4: 5,470 shares; 2026Q1: not loaded; 2026Q2: 46,384 shares 46,384 $5.54M 0.3% Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,496 shares; 2024Q4: 46,884 shares; 2025Q1: 46,162 shares; 2025Q2: 44,452 shares; 2025Q3: 44,872 shares; 2025Q4: 43,956 shares; 2026Q1: not loaded; 2026Q2: 42,746 shares 42,746 $5.49M 0.3% Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,674 shares; 2024Q4: 102,844 shares; 2025Q1: 103,741 shares; 2025Q2: 86,061 shares; 2025Q3: 86,285 shares; 2025Q4: 89,917 shares; 2026Q1: not loaded; 2026Q2: 96,826 shares 96,826 $5.47M 0.3% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,646 shares; 2024Q4: 14,666 shares; 2025Q1: 15,056 shares; 2025Q2: 14,904 shares; 2025Q3: 14,904 shares; 2025Q4: 14,904 shares; 2026Q1: not loaded; 2026Q2: 14,896 shares 14,896 $5.08M 0.28% Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,555 shares; 2024Q4: 92,416 shares; 2025Q1: 91,455 shares; 2025Q2: 78,915 shares; 2025Q3: 77,869 shares; 2025Q4: 81,149 shares; 2026Q1: not loaded; 2026Q2: 85,166 shares 85,166 $4.93M 0.27% 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: 9,050 shares; 2024Q4: 8,980 shares; 2025Q1: 8,996 shares; 2025Q2: 8,998 shares; 2025Q3: 9,080 shares; 2025Q4: 9,336 shares; 2026Q1: not loaded; 2026Q2: 9,612 shares 9,612 $4.9M 0.27% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,647 shares; 2024Q4: 76,526 shares; 2025Q1: 77,470 shares; 2025Q2: 86,411 shares; 2025Q3: 85,367 shares; 2025Q4: 87,330 shares; 2026Q1: not loaded; 2026Q2: 89,713 shares 89,713 $4.47M 0.25% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,396 shares; 2024Q4: 20,234 shares; 2025Q1: 19,328 shares; 2025Q2: 17,465 shares; 2025Q3: 17,530 shares; 2025Q4: 18,211 shares; 2026Q1: not loaded; 2026Q2: 17,243 shares 17,243 $4.38M 0.24% Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,836 shares; 2024Q4: 80,101 shares; 2025Q1: 80,229 shares; 2025Q2: 80,440 shares; 2025Q3: 83,045 shares; 2025Q4: 85,647 shares; 2026Q1: not loaded; 2026Q2: 99,727 shares 99,727 $4.25M 0.23% 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: 4,108 shares; 2024Q4: 4,102 shares; 2025Q1: 4,028 shares; 2025Q2: 3,451 shares; 2025Q3: 3,360 shares; 2025Q4: 3,406 shares; 2026Q1: not loaded; 2026Q2: 3,349 shares 3,349 $4.02M 0.22% Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,014 shares; 2024Q4: 424,565 shares; 2025Q1: 423,303 shares; 2025Q2: 427,329 shares; 2025Q3: 703,740 shares; 2025Q4: 589,283 shares; 2026Q1: not loaded; 2026Q2: 498,088 shares 498,088 $3.93M 0.22% Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,153 shares; 2024Q4: 55,979 shares; 2025Q1: 54,093 shares; 2025Q2: 53,388 shares; 2025Q3: 54,979 shares; 2025Q4: 51,158 shares; 2026Q1: not loaded; 2026Q2: 49,501 shares 49,501 $3.91M 0.21% Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,602 shares; 2024Q4: 35,322 shares; 2025Q1: 34,450 shares; 2025Q2: 33,521 shares; 2025Q3: 33,396 shares; 2025Q4: 33,247 shares; 2026Q1: not loaded; 2026Q2: 33,255 shares 33,255 $3.82M 0.21% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,469 shares; 2024Q4: 9,935 shares; 2025Q1: 11,475 shares; 2025Q2: 10,219 shares; 2025Q3: 10,321 shares; 2025Q4: 10,669 shares; 2026Q1: not loaded; 2026Q2: 10,660 shares 10,660 $3.81M 0.21% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,590 shares; 2024Q4: 3,587 shares; 2025Q1: 3,862 shares; 2025Q2: 3,862 shares; 2025Q3: 3,691 shares; 2025Q4: 3,497 shares; 2026Q1: not loaded; 2026Q2: 3,437 shares 3,437 $3.66M 0.2% Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,063 shares; 2024Q4: 78,349 shares; 2025Q1: 76,794 shares; 2025Q2: 67,620 shares; 2025Q3: 67,516 shares; 2025Q4: 69,305 shares; 2026Q1: not loaded; 2026Q2: 70,853 shares 70,853 $3.61M 0.2% Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,974 shares; 2024Q4: 93,467 shares; 2025Q1: 90,277 shares; 2025Q2: 85,147 shares; 2025Q3: 85,321 shares; 2025Q4: 84,398 shares; 2026Q1: not loaded; 2026Q2: 85,154 shares 85,154 $3.61M 0.2% Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,074 shares; 2024Q4: 63,563 shares; 2025Q1: 59,201 shares; 2025Q2: 59,235 shares; 2025Q3: 62,467 shares; 2025Q4: 62,663 shares; 2026Q1: not loaded; 2026Q2: 61,865 shares 61,865 $3.53M 0.19% 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: 8,180 shares; 2025Q1: 8,060 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: not loaded; 2026Q2: 8,000 shares 8,000 $3.47M 0.19% Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,961 shares; 2024Q4: 21,384 shares; 2025Q1: 20,743 shares; 2025Q2: 17,708 shares; 2025Q3: 17,648 shares; 2025Q4: 17,245 shares; 2026Q1: not loaded; 2026Q2: 15,362 shares 15,362 $3.08M 0.17% Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,747 shares; 2024Q4: 18,623 shares; 2025Q1: 18,948 shares; 2025Q2: 17,206 shares; 2025Q3: 18,011 shares; 2025Q4: 17,416 shares; 2026Q1: not loaded; 2026Q2: 51,534 shares 51,534 $2.97M 0.16% Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,097 shares; 2024Q4: 21,412 shares; 2025Q1: 22,653 shares; 2025Q2: 20,263 shares; 2025Q3: 24,927 shares; 2025Q4: 24,571 shares; 2026Q1: not loaded; 2026Q2: 24,354 shares 24,354 $2.86M 0.16% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,880 shares; 2024Q4: 6,932 shares; 2025Q1: 7,155 shares; 2025Q2: 6,511 shares; 2025Q3: 7,578 shares; 2025Q4: 7,574 shares; 2026Q1: not loaded; 2026Q2: 7,845 shares 7,845 $2.77M 0.15% 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: 2,330 shares; 2024Q4: 2,194 shares; 2025Q1: 3,045 shares; 2025Q2: 2,838 shares; 2025Q3: 6,485 shares; 2025Q4: 6,655 shares; 2026Q1: not loaded; 2026Q2: 6,748 shares 6,748 $2.55M 0.14% 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: 4,729 shares; 2024Q4: 4,788 shares; 2025Q1: 5,452 shares; 2025Q2: 5,807 shares; 2025Q3: 5,880 shares; 2025Q4: 5,838 shares; 2026Q1: not loaded; 2026Q2: 5,773 shares 5,773 $2.46M 0.14% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,710 shares; 2024Q4: 81,014 shares; 2025Q1: 85,372 shares; 2025Q2: 87,554 shares; 2025Q3: 88,231 shares; 2025Q4: 91,671 shares; 2026Q1: not loaded; 2026Q2: 101,398 shares 101,398 $2.44M 0.13% Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,762 shares; 2024Q4: 26,343 shares; 2025Q1: 26,378 shares; 2025Q2: 26,559 shares; 2025Q3: 26,491 shares; 2025Q4: 26,895 shares; 2026Q1: not loaded; 2026Q2: 26,955 shares 26,955 $2.37M 0.13% Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,439 shares; 2024Q4: 15,693 shares; 2025Q1: 15,374 shares; 2025Q2: 15,000 shares; 2025Q3: 14,533 shares; 2025Q4: 14,438 shares; 2026Q1: not loaded; 2026Q2: 13,096 shares 13,096 $2.34M 0.13% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 4,946 shares; 2025Q1: 4,906 shares; 2025Q2: 4,664 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: not loaded; 2026Q2: 18,356 shares 18,356 $2.28M 0.13% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,338 shares; 2024Q4: 15,244 shares; 2025Q1: 14,924 shares; 2025Q2: 14,954 shares; 2025Q3: 15,259 shares; 2025Q4: 14,972 shares; 2026Q1: not loaded; 2026Q2: 14,781 shares 14,781 $2.17M 0.12% Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,595 shares; 2024Q4: 30,357 shares; 2025Q1: 29,917 shares; 2025Q2: 27,834 shares; 2025Q3: 27,217 shares; 2025Q4: 26,892 shares; 2026Q1: not loaded; 2026Q2: 26,247 shares 26,247 $2.04M 0.11% Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 5,469 shares; 2025Q1: 5,457 shares; 2025Q2: 5,688 shares; 2025Q3: 5,785 shares; 2025Q4: 5,865 shares; 2026Q1: not loaded; 2026Q2: 6,879 shares 6,879 $2.02M 0.11% 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: 15,333 shares; 2024Q4: 15,148 shares; 2025Q1: 15,336 shares; 2025Q2: 13,944 shares; 2025Q3: 12,742 shares; 2025Q4: 13,111 shares; 2026Q1: not loaded; 2026Q2: 13,574 shares 13,574 $1.99M 0.11% Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,895 shares; 2024Q4: 17,830 shares; 2025Q1: 16,841 shares; 2025Q2: 15,158 shares; 2025Q3: 14,473 shares; 2025Q4: 14,590 shares; 2026Q1: not loaded; 2026Q2: 14,858 shares 14,858 $1.9M 0.1% Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,422 shares; 2024Q4: 12,567 shares; 2025Q1: 12,362 shares; 2025Q2: 10,811 shares; 2025Q3: 10,680 shares; 2025Q4: 10,360 shares; 2026Q1: not loaded; 2026Q2: 10,335 shares 10,335 $1.88M 0.1% Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,250 shares; 2024Q4: 39,250 shares; 2025Q1: 39,250 shares; 2025Q2: 39,250 shares; 2025Q3: 37,750 shares; 2025Q4: 37,750 shares; 2026Q1: not loaded; 2026Q2: 37,973 shares 37,973 $1.88M 0.1% Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,094 shares; 2024Q4: 10,995 shares; 2025Q1: 10,728 shares; 2025Q2: 10,602 shares; 2025Q3: 10,727 shares; 2025Q4: 10,580 shares; 2026Q1: not loaded; 2026Q2: 8,286 shares 8,286 $1.83M 0.1% Timeline VV 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: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 5,751 shares; 2025Q2: 5,751 shares; 2025Q3: 5,751 shares; 2025Q4: 5,251 shares; 2026Q1: not loaded; 2026Q2: 5,251 shares 5,251 $1.81M 0.1% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,426 shares; 2024Q4: 18,076 shares; 2025Q1: 17,851 shares; 2025Q2: 17,024 shares; 2025Q3: 21,264 shares; 2025Q4: 20,018 shares; 2026Q1: not loaded; 2026Q2: 19,194 shares 19,194 $1.74M 0.1% Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,540 shares; 2024Q4: 18,546 shares; 2025Q1: 18,096 shares; 2025Q2: 17,723 shares; 2025Q3: 17,848 shares; 2025Q4: 18,870 shares; 2026Q1: not loaded; 2026Q2: 23,715 shares 23,715 $1.72M 0.09% 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: 1,270 shares; 2024Q4: 1,275 shares; 2025Q1: 1,920 shares; 2025Q2: 1,520 shares; 2025Q3: 2,670 shares; 2025Q4: 2,367 shares; 2026Q1: not loaded; 2026Q2: 2,332 shares 2,332 $1.69M 0.09% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,894 shares; 2024Q4: 12,617 shares; 2025Q1: 12,344 shares; 2025Q2: 11,872 shares; 2025Q3: 12,977 shares; 2025Q4: 12,792 shares; 2026Q1: not loaded; 2026Q2: 12,412 shares 12,412 $1.68M 0.09% 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: 2,116 shares; 2024Q4: 2,112 shares; 2025Q1: 2,132 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,036 shares; 2026Q1: not loaded; 2026Q2: 2,431 shares 2,431 $1.67M 0.09% Timeline XLV 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: 10,110 shares; 2024Q4: 10,110 shares; 2025Q1: 9,745 shares; 2025Q2: 9,725 shares; 2025Q3: 10,365 shares; 2025Q4: 10,023 shares; 2026Q1: not loaded; 2026Q2: 10,015 shares 10,015 $1.59M 0.09% Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,655 shares; 2024Q4: 7,655 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,429 shares; 2025Q4: 7,383 shares; 2026Q1: not loaded; 2026Q2: 7,062 shares 7,062 $1.56M 0.09% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,156 shares; 2024Q4: 13,394 shares; 2025Q1: 12,899 shares; 2025Q2: 11,755 shares; 2025Q3: 11,495 shares; 2025Q4: 12,121 shares; 2026Q1: not loaded; 2026Q2: 10,570 shares 10,570 $1.55M 0.09% Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: 6,818 shares; 2025Q1: 6,818 shares; 2025Q2: 6,408 shares; 2025Q3: 8,976 shares; 2025Q4: 6,585 shares; 2026Q1: not loaded; 2026Q2: 6,490 shares 6,490 $1.54M 0.08% 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: not loaded; 2026Q2: 2 shares 2 $1.5M 0.08% Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 14,779 shares 14,779 $1.49M 0.08% Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,773 shares; 2025Q1: 2,699 shares; 2025Q2: 12,607 shares; 2025Q3: 12,954 shares; 2025Q4: 13,261 shares; 2026Q1: not loaded; 2026Q2: 13,853 shares 13,853 $1.49M 0.08% Timeline THOMASVILLE BANCSHARES, INC… THOMASVILLE BANCSHARES, INC.SER A… More: the full row for THOMASVILLE BANCSHARES, INC.SER A PFD STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,672 shares; 2024Q4: 12,872 shares; 2025Q1: 13,872 shares; 2025Q2: 13,872 shares; 2025Q3: 13,872 shares; 2025Q4: 13,872 shares; 2026Q1: not loaded; 2026Q2: 13,872 shares 13,872 $1.47M 0.08% IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,282 shares; 2025Q3: 6,097 shares; 2025Q4: 5,761 shares; 2026Q1: not loaded; 2026Q2: 5,761 shares 5,761 $1.4M 0.08% 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: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,985 shares; 2025Q4: 7,497 shares; 2026Q1: not loaded; 2026Q2: 7,494 shares 7,494 $1.39M 0.08% Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,539 shares; 2024Q4: 10,288 shares; 2025Q1: 10,513 shares; 2025Q2: 10,508 shares; 2025Q3: 10,383 shares; 2025Q4: 9,858 shares; 2026Q1: not loaded; 2026Q2: 8,773 shares 8,773 $1.39M 0.08% Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,379 shares; 2024Q4: 13,150 shares; 2025Q1: 12,288 shares; 2025Q2: 11,065 shares; 2025Q3: 10,175 shares; 2025Q4: 10,085 shares; 2026Q1: not loaded; 2026Q2: 9,486 shares 9,486 $1.3M 0.07% 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: 2,422 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,457 shares; 2025Q3: 2,422 shares; 2025Q4: 2,827 shares; 2026Q1: not loaded; 2026Q2: 3,505 shares 3,505 $1.29M 0.07% Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP 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: 56,951 shares; 2026Q1: not loaded; 2026Q2: 64,107 shares 64,107 $1.29M 0.07% 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: 1,590 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,630 shares; 2026Q1: not loaded; 2026Q2: 1,630 shares 1,630 $1.23M 0.07% 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: 5,653 shares; 2024Q4: 5,624 shares; 2025Q1: 6,057 shares; 2025Q2: 5,797 shares; 2025Q3: 7,446 shares; 2025Q4: 7,437 shares; 2026Q1: not loaded; 2026Q2: 7,231 shares 7,231 $1.2M 0.07% Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,456 shares; 2024Q4: 17,758 shares; 2025Q1: 17,755 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares; 2025Q4: 7,855 shares; 2026Q1: not loaded; 2026Q2: 7,855 shares 7,855 $1.2M 0.07% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,837 shares; 2025Q4: 1,841 shares; 2026Q1: not loaded; 2026Q2: 1,846 shares 1,846 $1.17M 0.06% Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,973 shares; 2024Q4: 15,131 shares; 2025Q1: 14,767 shares; 2025Q2: 15,355 shares; 2025Q3: 15,598 shares; 2025Q4: 14,940 shares; 2026Q1: not loaded; 2026Q2: 13,987 shares 13,987 $1.16M 0.06% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,168 shares; 2024Q4: 12,143 shares; 2025Q1: 12,443 shares; 2025Q2: 16,726 shares; 2025Q3: 15,376 shares; 2025Q4: 15,311 shares; 2026Q1: not loaded; 2026Q2: 14,736 shares 14,736 $1.14M 0.06% Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 3,121 shares; 2025Q1: 3,138 shares; 2025Q2: 3,058 shares; 2025Q3: 2,828 shares; 2025Q4: 2,808 shares; 2026Q1: not loaded; 2026Q2: 2,788 shares 2,788 $1.14M 0.06% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 3,577 shares; 2025Q3: 3,577 shares; 2025Q4: 3,432 shares; 2026Q1: not loaded; 2026Q2: 3,485 shares 3,485 $1.05M 0.06% Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,506 shares; 2024Q4: 11,573 shares; 2025Q1: 11,346 shares; 2025Q2: 11,204 shares; 2025Q3: 11,278 shares; 2025Q4: 11,102 shares; 2026Q1: not loaded; 2026Q2: 11,203 shares 11,203 $1.03M 0.06% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,897 shares; 2024Q4: 10,088 shares; 2025Q1: 9,969 shares; 2025Q2: 9,573 shares; 2025Q3: 10,109 shares; 2025Q4: 9,801 shares; 2026Q1: not loaded; 2026Q2: 9,746 shares 9,746 $1.01M 0.06% 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: 2,925 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 3,043 shares; 2025Q3: 3,689 shares; 2025Q4: 3,710 shares; 2026Q1: not loaded; 2026Q2: 3,694 shares 3,694 $1M 0.06% 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: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 8,572 shares; 2026Q1: not loaded; 2026Q2: 8,548 shares 8,548 $1M 0.06% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,579 shares; 2024Q4: 11,449 shares; 2025Q1: 10,560 shares; 2025Q2: 9,031 shares; 2025Q3: 8,560 shares; 2025Q4: 9,577 shares; 2026Q1: not loaded; 2026Q2: 9,477 shares 9,477 $984K 0.05% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,347 shares; 2024Q4: 6,947 shares; 2025Q1: 6,678 shares; 2025Q2: 6,578 shares; 2025Q3: 6,543 shares; 2025Q4: 6,543 shares; 2026Q1: not loaded; 2026Q2: 6,258 shares 6,258 $978K 0.05% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,447 shares; 2024Q4: 3,030 shares; 2025Q1: 2,935 shares; 2025Q2: 2,580 shares; 2025Q3: 2,870 shares; 2025Q4: 2,713 shares; 2026Q1: not loaded; 2026Q2: 2,573 shares 2,573 $932K 0.05% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,158 shares; 2024Q4: 7,697 shares; 2025Q1: 6,770 shares; 2025Q2: 6,191 shares; 2025Q3: 5,988 shares; 2025Q4: 5,988 shares; 2026Q1: not loaded; 2026Q2: 5,657 shares 5,657 $931K 0.05% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 6,783 shares; 2025Q1: 6,384 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 3,825 shares; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000 $908K 0.05% Timeline XLF 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: 16,762 shares; 2024Q4: 16,562 shares; 2025Q1: 16,562 shares; 2025Q2: 16,562 shares; 2025Q3: 17,474 shares; 2025Q4: 16,684 shares; 2026Q1: not loaded; 2026Q2: 16,684 shares 16,684 $894K 0.05% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,179 shares; 2025Q1: 1,581 shares; 2025Q2: 1,552 shares; 2025Q3: 1,529 shares; 2025Q4: 2,007 shares; 2026Q1: not loaded; 2026Q2: 1,996 shares 1,996 $840K 0.05% 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: 3,825 shares; 2024Q4: 4,402 shares; 2025Q1: 4,382 shares; 2025Q2: 3,476 shares; 2025Q3: 3,405 shares; 2025Q4: 3,376 shares; 2026Q1: not loaded; 2026Q2: 2,915 shares 2,915 $820K 0.05% Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,072 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 5,431 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares; 2026Q1: not loaded; 2026Q2: 5,414 shares 5,414 $800K 0.04% Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 3,291 shares; 2025Q1: 3,276 shares; 2025Q2: 2,513 shares; 2025Q3: 3,513 shares; 2025Q4: 3,565 shares; 2026Q1: not loaded; 2026Q2: 3,565 shares 3,565 $795K 0.04% 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: 2,766 shares; 2024Q4: 2,719 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,646 shares; 2026Q1: not loaded; 2026Q2: 1,457 shares 1,457 $756K 0.04% Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 8,555 shares; 2025Q4: 8,505 shares; 2026Q1: not loaded; 2026Q2: 7,960 shares 7,960 $746K 0.04% Timeline VO 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: 2,684 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,355 shares; 2026Q1: not loaded; 2026Q2: 9,247 shares 9,247 $745K 0.04% Timeline GREENFIELD BANKING CO. GREENFIELD BANKING CO. More: the full row for GREENFIELD BANKING CO. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: not loaded; 2026Q2: 5,200 shares 5,200 $744K 0.04% VUG 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: 3,446 shares; 2024Q4: 2,604 shares; 2025Q1: 2,418 shares; 2025Q2: 1,428 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: not loaded; 2026Q2: 8,016 shares 8,016 $690K 0.04% Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 705 shares 705 $680K 0.04% Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: not loaded; 2026Q2: 2,643 shares 2,643 $676K 0.04% Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,206 shares; 2025Q2: 4,465 shares; 2025Q3: 8,874 shares; 2025Q4: 8,826 shares; 2026Q1: not loaded; 2026Q2: 8,975 shares 8,975 $667K 0.04% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,852 shares; 2024Q4: 6,854 shares; 2025Q1: 6,884 shares; 2025Q2: 6,792 shares; 2025Q3: 5,967 shares; 2025Q4: 6,009 shares; 2026Q1: not loaded; 2026Q2: 6,009 shares 6,009 $663K 0.04% Timeline VTI 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: 2,330 shares; 2024Q4: 2,290 shares; 2025Q1: 2,705 shares; 2025Q2: 2,395 shares; 2025Q3: 2,418 shares; 2025Q4: 1,850 shares; 2026Q1: not loaded; 2026Q2: 1,790 shares 1,790 $662K 0.04% Timeline VB 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,159 shares; 2026Q1: not loaded; 2026Q2: 2,133 shares 2,133 $647K 0.04% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,990 shares; 2024Q4: 7,840 shares; 2025Q1: 7,560 shares; 2025Q2: 7,730 shares; 2025Q3: 7,730 shares; 2025Q4: 7,580 shares; 2026Q1: not loaded; 2026Q2: 6,980 shares 6,980 $640K 0.04% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,176 shares; 2024Q4: 3,551 shares; 2025Q1: 3,656 shares; 2025Q2: 3,759 shares; 2025Q3: 3,638 shares; 2025Q4: 3,419 shares; 2026Q1: not loaded; 2026Q2: 2,934 shares 2,934 $635K 0.03% Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 4,535 shares; 2025Q1: 5,115 shares; 2025Q2: 5,315 shares; 2025Q3: 4,865 shares; 2025Q4: 4,316 shares; 2026Q1: not loaded; 2026Q2: 5,386 shares 5,386 $628K 0.03% Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,355 shares; 2024Q4: 8,355 shares; 2025Q1: 8,390 shares; 2025Q2: 9,275 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: not loaded; 2026Q2: 9,275 shares 9,275 $622K 0.03% Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,330 shares; 2025Q1: 1,429 shares; 2025Q2: 1,049 shares; 2025Q3: 1,649 shares; 2025Q4: 1,659 shares; 2026Q1: not loaded; 2026Q2: 1,488 shares 1,488 $618K 0.03% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,647 shares; 2025Q1: 1,650 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,841 shares; 2026Q1: not loaded; 2026Q2: 1,853 shares 1,853 $612K 0.03% Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 2,727 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,728 shares; 2025Q4: 2,724 shares; 2026Q1: not loaded; 2026Q2: 2,724 shares 2,724 $611K 0.03% Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,358 shares; 2025Q1: 10,358 shares; 2025Q2: 10,358 shares; 2025Q3: 10,358 shares; 2025Q4: 10,358 shares; 2026Q1: not loaded; 2026Q2: 10,358 shares 10,358 $611K 0.03% Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,976 shares; 2025Q4: 1,958 shares; 2026Q1: not loaded; 2026Q2: 1,971 shares 1,971 $587K 0.03% Timeline XLP 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: 8,352 shares; 2024Q4: 8,352 shares; 2025Q1: 8,352 shares; 2025Q2: 8,352 shares; 2025Q3: 8,352 shares; 2025Q4: 7,653 shares; 2026Q1: not loaded; 2026Q2: 7,052 shares 7,052 $586K 0.03% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 2,896 shares; 2025Q1: 2,913 shares; 2025Q2: 2,315 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: not loaded; 2026Q2: 3,489 shares 3,489 $565K 0.03% Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,555 shares; 2025Q1: 1,560 shares; 2025Q2: 1,555 shares; 2025Q3: 1,550 shares; 2025Q4: 1,450 shares; 2026Q1: not loaded; 2026Q2: 1,450 shares 1,450 $561K 0.03% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,830 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,773 shares; 2026Q1: not loaded; 2026Q2: 1,773 shares 1,773 $558K 0.03% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,443 shares; 2024Q4: 7,443 shares; 2025Q1: 7,443 shares; 2025Q2: 7,443 shares; 2025Q3: 11,303 shares; 2025Q4: 11,741 shares; 2026Q1: not loaded; 2026Q2: 11,541 shares 11,541 $549K 0.03% Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,428 shares 2,428 $544K 0.03% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,835 shares 3,835 $535K 0.03% 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: 816 shares; 2024Q4: 832 shares; 2025Q1: 850 shares; 2025Q2: 586 shares; 2025Q3: 599 shares; 2025Q4: 601 shares; 2026Q1: not loaded; 2026Q2: 549 shares 549 $514K 0.03% Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,260 shares; 2025Q1: 3,197 shares; 2025Q2: 3,079 shares; 2025Q3: 2,719 shares; 2025Q4: 2,726 shares; 2026Q1: not loaded; 2026Q2: 2,672 shares 2,672 $509K 0.03% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,772 shares; 2024Q4: 4,606 shares; 2025Q1: 4,499 shares; 2025Q2: 4,533 shares; 2025Q3: 4,183 shares; 2025Q4: 4,128 shares; 2026Q1: not loaded; 2026Q2: 3,415 shares 3,415 $506K 0.03% Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 5,081 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 3,715 shares; 2026Q1: not loaded; 2026Q2: 3,500 shares 3,500 $506K 0.03% 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: 5,592 shares; 2024Q4: 5,592 shares; 2025Q1: 5,592 shares; 2025Q2: 5,592 shares; 2025Q3: 5,864 shares; 2025Q4: 11,128 shares; 2026Q1: not loaded; 2026Q2: 11,128 shares 11,128 $505K 0.03% Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,369 shares; 2025Q2: 2,617 shares; 2025Q3: 3,017 shares; 2025Q4: 2,934 shares; 2026Q1: not loaded; 2026Q2: 2,934 shares 2,934 $496K 0.03% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,136 shares; 2024Q4: 7,905 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 7,686 shares; 2026Q1: not loaded; 2026Q2: 9,220 shares 9,220 $493K 0.03% Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,329 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,409 shares; 2025Q4: 3,580 shares; 2026Q1: not loaded; 2026Q2: 3,560 shares 3,560 $487K 0.03% Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,315 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: not loaded; 2026Q2: 2,240 shares 2,240 $475K 0.03% Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,568 shares; 2024Q4: 9,328 shares; 2025Q1: 9,448 shares; 2025Q2: 7,543 shares; 2025Q3: 7,668 shares; 2025Q4: 6,543 shares; 2026Q1: not loaded; 2026Q2: 6,543 shares 6,543 $471K 0.03% Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,694 shares; 2024Q4: 15,764 shares; 2025Q1: 15,844 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares; 2025Q4: 15,544 shares; 2026Q1: not loaded; 2026Q2: 15,544 shares 15,544 $469K 0.03% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,722 shares; 2025Q4: 1,422 shares; 2026Q1: not loaded; 2026Q2: 1,413 shares 1,413 $469K 0.03% Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,277 shares; 2024Q4: 7,360 shares; 2025Q1: 7,611 shares; 2025Q2: 7,028 shares; 2025Q3: 6,895 shares; 2025Q4: 5,669 shares; 2026Q1: not loaded; 2026Q2: 4,804 shares 4,804 $462K 0.03% Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 782 shares 782 $454K 0.02% Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: not loaded; 2026Q2: 7,225 shares 7,225 $444K 0.02% Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: not loaded; 2026Q2: 1,502 shares 1,502 $443K 0.02% Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 765 shares; 2025Q1: 623 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: not loaded; 2026Q2: 597 shares 597 $440K 0.02% Timeline RMIX SUNCRETE INC More: the full row for SUNCRETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 19,500 shares 19,500 $439K 0.02% Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,979 shares; 2025Q4: 2,373 shares; 2026Q1: not loaded; 2026Q2: 1,460 shares 1,460 $436K 0.02% Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,404 shares; 2025Q1: 2,184 shares; 2025Q2: 2,180 shares; 2025Q3: 2,130 shares; 2025Q4: 2,000 shares; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000 $426K 0.02% Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,443 shares; 2025Q4: 2,466 shares; 2026Q1: not loaded; 2026Q2: 2,410 shares 2,410 $415K 0.02% Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,922 shares; 2024Q4: 5,922 shares; 2025Q1: 5,872 shares; 2025Q2: 5,872 shares; 2025Q3: 5,872 shares; 2025Q4: 5,472 shares; 2026Q1: not loaded; 2026Q2: 5,272 shares 5,272 $403K 0.02% 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: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: not loaded; 2026Q2: 526 shares 526 $399K 0.02% Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: not loaded; 2026Q2: 919 shares 919 $392K 0.02% Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 16,600 shares; 2026Q1: not loaded; 2026Q2: 16,600 shares 16,600 $390K 0.02% Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,526 shares; 2024Q4: 37,526 shares; 2025Q1: 37,526 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 28,600 shares; 2026Q1: not loaded; 2026Q2: 23,250 shares 23,250 $388K 0.02% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,915 shares; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: not loaded; 2026Q2: 5,000 shares 5,000 $384K 0.02% Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP 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: 1,527 shares; 2025Q4: 1,551 shares; 2026Q1: not loaded; 2026Q2: 1,546 shares 1,546 $381K 0.02% Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,350 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,437 shares; 2025Q4: 4,937 shares; 2026Q1: not loaded; 2026Q2: 4,750 shares 4,750 $374K 0.02% Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED 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: 5,257 shares; 2026Q1: not loaded; 2026Q2: 5,195 shares 5,195 $370K 0.02% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,509 shares; 2025Q1: 3,381 shares; 2025Q2: 3,276 shares; 2025Q3: 3,481 shares; 2025Q4: 3,625 shares; 2026Q1: not loaded; 2026Q2: 3,785 shares 3,785 $366K 0.02% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 396 shares; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 4,389 shares; 2026Q1: not loaded; 2026Q2: 4,959 shares 4,959 $354K 0.02% 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: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 350 shares; 2026Q1: not loaded; 2026Q2: 347 shares 347 $351K 0.02% 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: 1,311 shares; 2024Q4: 1,372 shares; 2025Q1: 1,073 shares; 2025Q2: 421 shares; 2025Q3: 410 shares; 2025Q4: 608 shares; 2026Q1: not loaded; 2026Q2: 469 shares 469 $350K 0.02% Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,283 shares; 2026Q1: not loaded; 2026Q2: 1,253 shares 1,253 $349K 0.02% 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: 8,829 shares; 2024Q4: 7,484 shares; 2025Q1: 7,328 shares; 2025Q2: 6,858 shares; 2025Q3: 8,373 shares; 2025Q4: 8,117 shares; 2026Q1: not loaded; 2026Q2: 6,017 shares 6,017 $348K 0.02% Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: not loaded; 2026Q2: 1,430 shares 1,430 $346K 0.02% Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 3,539 shares; 2025Q2: 3,133 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares; 2026Q1: not loaded; 2026Q2: 2,933 shares 2,933 $345K 0.02% Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,308 shares; 2024Q4: 18,308 shares; 2025Q1: 18,008 shares; 2025Q2: 16,637 shares; 2025Q3: 15,784 shares; 2025Q4: 5,394 shares; 2026Q1: not loaded; 2026Q2: 5,021 shares 5,021 $343K 0.02% Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: not loaded; 2026Q2: 975 shares 975 $341K 0.02% Timeline XLB 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: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 6,642 shares; 2026Q1: not loaded; 2026Q2: 6,642 shares 6,642 $338K 0.02% Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,563 shares; 2024Q4: 8,563 shares; 2025Q1: 8,563 shares; 2025Q2: 8,563 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: not loaded; 2026Q2: 4,400 shares 4,400 $323K 0.02% Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,490 shares; 2025Q3: 840 shares; 2025Q4: 1,680 shares; 2026Q1: not loaded; 2026Q2: 1,680 shares 1,680 $320K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 898 shares; 2026Q1: not loaded; 2026Q2: 855 shares 855 $320K 0.02% Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,606 shares; 2024Q4: 25,187 shares; 2025Q1: 21,793 shares; 2025Q2: 16,429 shares; 2025Q3: 16,184 shares; 2025Q4: 20,695 shares; 2026Q1: not loaded; 2026Q2: 15,234 shares 15,234 $315K 0.02% Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 10,090 shares; 2025Q4: 9,750 shares; 2026Q1: not loaded; 2026Q2: 9,750 shares 9,750 $308K 0.02% Timeline DUSCO STOCK DUSCO STOCK More: the full row for DUSCO STOCK 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: 359 shares; 2026Q1: not loaded; 2026Q2: 359 shares 359 $304K 0.02% CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 900 shares; 2025Q4: 818 shares; 2026Q1: not loaded; 2026Q2: 818 shares 818 $297K 0.02% Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,332 shares; 2026Q1: not loaded; 2026Q2: 1,310 shares 1,310 $293K 0.02% Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,346 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 5,346 shares 5,346 $292K 0.02% Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: 4,548 shares; 2025Q1: 4,580 shares; 2025Q2: 4,512 shares; 2025Q3: 4,359 shares; 2025Q4: 4,347 shares; 2026Q1: not loaded; 2026Q2: 3,898 shares 3,898 $286K 0.02% Timeline VOX 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: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: not loaded; 2026Q2: 1,548 shares 1,548 $285K 0.02% Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,422 shares; 2026Q1: not loaded; 2026Q2: 4,582 shares 4,582 $275K 0.02% Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,274 shares; 2024Q4: 19,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,724 shares; 2025Q4: 2,654 shares; 2026Q1: not loaded; 2026Q2: 2,654 shares 2,654 $275K 0.02% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,051 shares; 2025Q1: 2,056 shares; 2025Q2: 2,051 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: not loaded; 2026Q2: 2,025 shares 2,025 $274K 0.02% Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 552 shares; 2026Q1: not loaded; 2026Q2: 552 shares 552 $271K 0.01% Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 700 shares 700 $270K 0.01% Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares; 2026Q1: not loaded; 2026Q2: 1,857 shares 1,857 $269K 0.01% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: not reported; 2025Q1: 4,827 shares; 2025Q2: not reported; 2025Q3: 6,162 shares; 2025Q4: 6,162 shares; 2026Q1: not loaded; 2026Q2: 5,719 shares 5,719 $266K 0.01% Timeline VICR VICOR CORP More: the full row for VICOR 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 loaded; 2026Q2: 695 shares 695 $264K 0.01% Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,323 shares; 2024Q4: 5,201 shares; 2025Q1: 4,891 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares; 2026Q1: not loaded; 2026Q2: 3,797 shares 3,797 $260K 0.01% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,299 shares; 2025Q2: 3,604 shares; 2025Q3: 3,129 shares; 2025Q4: 2,565 shares; 2026Q1: not loaded; 2026Q2: 2,365 shares 2,365 $260K 0.01% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,089 shares; 2024Q4: 4,139 shares; 2025Q1: 4,114 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,655 shares; 2026Q1: not loaded; 2026Q2: 2,605 shares 2,605 $258K 0.01% Timeline BANC3 HOLDINGS, INC BANC3 HOLDINGS, INC More: the full row for BANC3 HOLDINGS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: not loaded; 2026Q2: 20,000 shares 20,000 $255K 0.01% MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares; 2026Q1: not loaded; 2026Q2: 2,323 shares 2,323 $250K 0.01% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 460 shares; 2025Q4: 479 shares; 2026Q1: not loaded; 2026Q2: 476 shares 476 $244K 0.01% Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 880 shares 880 $243K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,870 shares 1,870 $243K 0.01% Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,571 shares; 2025Q2: 2,241 shares; 2025Q3: 2,324 shares; 2025Q4: 2,241 shares; 2026Q1: not loaded; 2026Q2: 2,241 shares 2,241 $242K 0.01% Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,515 shares; 2025Q2: 2,715 shares; 2025Q3: 2,465 shares; 2025Q4: 2,509 shares; 2026Q1: not loaded; 2026Q2: 2,509 shares 2,509 $239K 0.01% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 3,686 shares; 2025Q1: 3,711 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares; 2026Q1: not loaded; 2026Q2: 3,266 shares 3,266 $236K 0.01% Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,584 shares 1,584 $230K 0.01% Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 900 shares 900 $230K 0.01% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,744 shares; 2025Q3: 3,257 shares; 2025Q4: 2,906 shares; 2026Q1: not loaded; 2026Q2: 2,871 shares 2,871 $225K 0.01% Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 3,309 shares; 2025Q1: 3,019 shares; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: 1,615 shares; 2026Q1: not loaded; 2026Q2: 1,615 shares 1,615 $221K 0.01% 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 loaded; 2026Q2: 189 shares 189 $218K 0.01% Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 941 shares 941 $214K 0.01% Timeline MDWD MEDIWOUND LTD More: the full row for MEDIWOUND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 10,500 shares 10,500 $154K 0.01% Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 15,000 shares 15,000 $131K 0.01% Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: not loaded; 2026Q2: 12,500 shares 12,500 $112K 0.01% Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,250 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: not loaded; 2026Q2: 15,000 shares 15,000 $38.9K <0.01% Timeline XBIT XBIOTECH INC More: the full row for XBIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,350 shares; 2024Q4: 13,350 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 13,350 shares; 2026Q1: not loaded; 2026Q2: 13,350 shares 13,350 $30.7K <0.01% Timeline