AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,080 shares; 2024Q4: 55,371 shares; 2025Q1: not loaded; 2025Q2: 50,042 shares; 2025Q3: 49,980 shares; 2025Q4: 49,649 shares; 2026Q1: not reported; 2026Q2: 45,860 shares 45,860 $13.3M 7.64% new 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: 14,464 shares; 2024Q4: 14,515 shares; 2025Q1: not loaded; 2025Q2: 12,522 shares; 2025Q3: 12,560 shares; 2025Q4: 12,806 shares; 2026Q1: not reported; 2026Q2: 10,632 shares 10,632 $7.69M 4.43% new 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: 22,336 shares; 2024Q4: 21,864 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 20,272 shares; 2025Q4: 20,433 shares; 2026Q1: not reported; 2026Q2: 19,167 shares 19,167 $6.77M 3.9% new 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: 42,050 shares; 2024Q4: 41,441 shares; 2025Q1: not loaded; 2025Q2: 38,183 shares; 2025Q3: 37,803 shares; 2025Q4: 37,969 shares; 2026Q1: not reported; 2026Q2: 32,600 shares 32,600 $6.52M 3.76% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,786 shares; 2024Q4: 22,556 shares; 2025Q1: not loaded; 2025Q2: 19,932 shares; 2025Q3: 20,167 shares; 2025Q4: 20,921 shares; 2026Q1: not reported; 2026Q2: 19,269 shares 19,269 $5.74M 3.3% new 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: 28,246 shares; 2024Q4: 27,348 shares; 2025Q1: not loaded; 2025Q2: 24,690 shares; 2025Q3: 24,726 shares; 2025Q4: 25,008 shares; 2026Q1: not reported; 2026Q2: 23,485 shares 23,485 $5.6M 3.22% new 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: 56,166 shares; 2024Q4: 54,630 shares; 2025Q1: not loaded; 2025Q2: 52,970 shares; 2025Q3: 52,701 shares; 2025Q4: 53,076 shares; 2026Q1: not reported; 2026Q2: 47,703 shares 47,703 $5.4M 3.11% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,646 shares; 2024Q4: 13,016 shares; 2025Q1: not loaded; 2025Q2: 19,692 shares; 2025Q3: 20,796 shares; 2025Q4: 21,139 shares; 2026Q1: not reported; 2026Q2: 20,606 shares 20,606 $5.26M 3.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,598 shares; 2024Q4: 7,061 shares; 2025Q1: not loaded; 2025Q2: 9,259 shares; 2025Q3: 9,543 shares; 2025Q4: 9,966 shares; 2026Q1: not reported; 2026Q2: 9,925 shares 9,925 $4.28M 2.47% new 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: 41,865 shares; 2024Q4: 41,672 shares; 2025Q1: not loaded; 2025Q2: 37,686 shares; 2025Q3: 37,567 shares; 2025Q4: 38,394 shares; 2026Q1: not reported; 2026Q2: 36,057 shares 36,057 $4.24M 2.44% new 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: 6,660 shares; 2024Q4: 6,645 shares; 2025Q1: not loaded; 2025Q2: 5,937 shares; 2025Q3: 5,900 shares; 2025Q4: 6,015 shares; 2026Q1: not reported; 2026Q2: 5,422 shares 5,422 $4.14M 2.38% new 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: 4,181 shares; 2024Q4: 4,111 shares; 2025Q1: not loaded; 2025Q2: 3,987 shares; 2025Q3: 4,026 shares; 2025Q4: 4,267 shares; 2026Q1: not reported; 2026Q2: 4,101 shares 4,101 $3.84M 2.21% 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: 11,592 shares; 2024Q4: 11,300 shares; 2025Q1: not loaded; 2025Q2: 10,193 shares; 2025Q3: 10,198 shares; 2025Q4: 10,293 shares; 2026Q1: not reported; 2026Q2: 9,977 shares 9,977 $3.72M 2.14% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,879 shares; 2024Q4: 77,395 shares; 2025Q1: not loaded; 2025Q2: 81,782 shares; 2025Q3: 80,815 shares; 2025Q4: 89,471 shares; 2026Q1: 197,371 shares; 2026Q2: 105,274 shares 105,274 $3.61M 2.08% -92,097 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,872 shares; 2024Q4: 15,150 shares; 2025Q1: not loaded; 2025Q2: 18,530 shares; 2025Q3: 18,526 shares; 2025Q4: 18,277 shares; 2026Q1: 36,201 shares; 2026Q2: 17,887 shares 17,887 $3.36M 1.93% -18,314 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: 40,247 shares; 2024Q4: 40,573 shares; 2025Q1: not loaded; 2025Q2: 40,849 shares; 2025Q3: 41,229 shares; 2025Q4: 42,403 shares; 2026Q1: not reported; 2026Q2: 40,618 shares 40,618 $3.3M 1.9% new 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: 5,786 shares; 2024Q4: 5,873 shares; 2025Q1: not loaded; 2025Q2: 7,242 shares; 2025Q3: 7,276 shares; 2025Q4: 7,325 shares; 2026Q1: not reported; 2026Q2: 7,504 shares 7,504 $2.83M 1.63% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,688 shares; 2024Q4: 10,281 shares; 2025Q1: not loaded; 2025Q2: 12,568 shares; 2025Q3: 12,968 shares; 2025Q4: 13,761 shares; 2026Q1: not reported; 2026Q2: 14,375 shares 14,375 $2.58M 1.49% new 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: 6,952 shares; 2024Q4: 6,908 shares; 2025Q1: not loaded; 2025Q2: 5,550 shares; 2025Q3: 5,462 shares; 2025Q4: 5,564 shares; 2026Q1: not reported; 2026Q2: 5,094 shares 5,094 $2.55M 1.47% new Timeline QQQM 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: 16,192 shares; 2024Q4: 15,968 shares; 2025Q1: not loaded; 2025Q2: 7,082 shares; 2025Q3: 7,039 shares; 2025Q4: 6,957 shares; 2026Q1: 14,092 shares; 2026Q2: 7,374 shares 7,374 $2.23M 1.29% -6,718 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: 6,859 shares; 2024Q4: 6,990 shares; 2025Q1: not loaded; 2025Q2: 7,665 shares; 2025Q3: 7,710 shares; 2025Q4: 7,677 shares; 2026Q1: not reported; 2026Q2: 7,704 shares 7,704 $2.17M 1.25% new 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: 7,885 shares; 2024Q4: 7,889 shares; 2025Q1: not loaded; 2025Q2: 8,324 shares; 2025Q3: 8,485 shares; 2025Q4: 8,641 shares; 2026Q1: not reported; 2026Q2: 8,217 shares 8,217 $2.07M 1.19% new 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: 15,076 shares; 2024Q4: 15,199 shares; 2025Q1: not loaded; 2025Q2: 16,892 shares; 2025Q3: 17,145 shares; 2025Q4: 17,580 shares; 2026Q1: not reported; 2026Q2: 17,412 shares 17,412 $2.04M 1.18% new 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: 5,146 shares; 2024Q4: 5,520 shares; 2025Q1: not loaded; 2025Q2: 5,621 shares; 2025Q3: 5,799 shares; 2025Q4: 5,902 shares; 2026Q1: not reported; 2026Q2: 6,202 shares 6,202 $2.03M 1.17% new Timeline SPYM 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: 55,002 shares; 2024Q4: 54,281 shares; 2025Q1: not loaded; 2025Q2: 22,444 shares; 2025Q3: 22,517 shares; 2025Q4: 22,254 shares; 2026Q1: 44,626 shares; 2026Q2: 23,020 shares 23,020 $2.02M 1.16% -21,606 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,495 shares; 2024Q4: 8,534 shares; 2025Q1: not loaded; 2025Q2: 10,223 shares; 2025Q3: 10,445 shares; 2025Q4: 10,518 shares; 2026Q1: not reported; 2026Q2: 10,819 shares 10,819 $2M 1.15% new Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,755 shares; 2024Q4: 36,719 shares; 2025Q1: not loaded; 2025Q2: 43,473 shares; 2025Q3: 45,162 shares; 2025Q4: 44,402 shares; 2026Q1: 90,353 shares; 2026Q2: 48,903 shares 48,903 $1.92M 1.11% -41,450 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: 6,630 shares; 2024Q4: 6,674 shares; 2025Q1: not loaded; 2025Q2: 7,855 shares; 2025Q3: 7,971 shares; 2025Q4: 8,241 shares; 2026Q1: not reported; 2026Q2: 8,367 shares 8,367 $1.88M 1.08% new 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: 10,890 shares; 2024Q4: 10,905 shares; 2025Q1: not loaded; 2025Q2: 12,438 shares; 2025Q3: 12,542 shares; 2025Q4: 12,933 shares; 2026Q1: not reported; 2026Q2: 13,016 shares 13,016 $1.86M 1.07% new 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: 15,891 shares; 2024Q4: 15,915 shares; 2025Q1: not loaded; 2025Q2: 14,003 shares; 2025Q3: 14,167 shares; 2025Q4: 14,749 shares; 2026Q1: not reported; 2026Q2: 13,829 shares 13,829 $1.78M 1.02% new 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: 5,276 shares; 2024Q4: 5,442 shares; 2025Q1: not loaded; 2025Q2: 5,919 shares; 2025Q3: 6,112 shares; 2025Q4: 6,294 shares; 2026Q1: not reported; 2026Q2: 6,374 shares 6,374 $1.78M 1.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,480 shares; 2024Q4: 7,622 shares; 2025Q1: not loaded; 2025Q2: 8,061 shares; 2025Q3: 8,272 shares; 2025Q4: 8,570 shares; 2026Q1: not reported; 2026Q2: 8,202 shares 8,202 $1.75M 1.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,709 shares; 2024Q4: 4,952 shares; 2025Q1: not loaded; 2025Q2: 5,889 shares; 2025Q3: 5,937 shares; 2025Q4: 5,963 shares; 2026Q1: not reported; 2026Q2: 5,823 shares 5,823 $1.69M 0.97% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,258 shares; 2024Q4: 13,403 shares; 2025Q1: not loaded; 2025Q2: 14,491 shares; 2025Q3: 14,592 shares; 2025Q4: 15,066 shares; 2026Q1: not reported; 2026Q2: 15,110 shares 15,110 $1.68M 0.97% new 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: 20,368 shares; 2024Q4: 20,350 shares; 2025Q1: not loaded; 2025Q2: 17,569 shares; 2025Q3: 17,513 shares; 2025Q4: 18,053 shares; 2026Q1: not reported; 2026Q2: 17,489 shares 17,489 $1.59M 0.91% new Timeline ANGL 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: 72,628 shares; 2024Q4: 74,030 shares; 2025Q1: not loaded; 2025Q2: 67,433 shares; 2025Q3: 67,225 shares; 2025Q4: 60,042 shares; 2026Q1: 114,978 shares; 2026Q2: 54,065 shares 54,065 $1.58M 0.91% -60,913 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,233 shares; 2024Q4: 20,477 shares; 2025Q1: not loaded; 2025Q2: 17,964 shares; 2025Q3: 17,883 shares; 2025Q4: 18,303 shares; 2026Q1: not reported; 2026Q2: 16,638 shares 16,638 $1.58M 0.91% new 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: 2,421 shares; 2024Q4: 2,407 shares; 2025Q1: not loaded; 2025Q2: 2,172 shares; 2025Q3: 2,171 shares; 2025Q4: 22,295 shares; 2026Q1: not reported; 2026Q2: 20,995 shares 20,995 $1.5M 0.86% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,131 shares; 2026Q2: 1,273 shares 1,273 $1.5M 0.86% +142 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: 3,747 shares; 2025Q1: not loaded; 2025Q2: 4,196 shares; 2025Q3: 4,291 shares; 2025Q4: 4,462 shares; 2026Q1: not reported; 2026Q2: 4,296 shares 4,296 $1.48M 0.85% new 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: 4,028 shares; 2024Q4: 4,359 shares; 2025Q1: not loaded; 2025Q2: 2,911 shares; 2025Q3: 2,908 shares; 2025Q4: 3,075 shares; 2026Q1: not reported; 2026Q2: 3,002 shares 3,002 $1.47M 0.85% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,885 shares; 2024Q4: 10,960 shares; 2025Q1: not loaded; 2025Q2: 13,292 shares; 2025Q3: 13,728 shares; 2025Q4: 14,741 shares; 2026Q1: not reported; 2026Q2: 15,118 shares 15,118 $1.46M 0.84% new 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: 9,105 shares; 2024Q4: 9,878 shares; 2025Q1: not loaded; 2025Q2: 9,446 shares; 2025Q3: 9,433 shares; 2025Q4: 9,729 shares; 2026Q1: not reported; 2026Q2: 9,796 shares 9,796 $1.44M 0.83% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,725 shares; 2024Q4: 10,863 shares; 2025Q1: not loaded; 2025Q2: 10,377 shares; 2025Q3: 10,395 shares; 2025Q4: 10,843 shares; 2026Q1: not reported; 2026Q2: 10,765 shares 10,765 $1.41M 0.81% new 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: 4,170 shares; 2024Q4: 4,151 shares; 2025Q1: not loaded; 2025Q2: 4,020 shares; 2025Q3: 4,041 shares; 2025Q4: 4,114 shares; 2026Q1: not reported; 2026Q2: 4,103 shares 4,103 $1.41M 0.81% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,419 shares; 2024Q4: 12,635 shares; 2025Q1: not loaded; 2025Q2: 15,563 shares; 2025Q3: 15,777 shares; 2025Q4: 16,245 shares; 2026Q1: not reported; 2026Q2: 15,997 shares 15,997 $1.34M 0.77% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,296 shares; 2024Q4: 4,416 shares; 2025Q1: not loaded; 2025Q2: 4,567 shares; 2025Q3: 4,673 shares; 2025Q4: 4,869 shares; 2026Q1: not reported; 2026Q2: 4,700 shares 4,700 $1.27M 0.73% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,689 shares; 2024Q4: 4,645 shares; 2025Q1: not loaded; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 3,722 shares; 2026Q1: not reported; 2026Q2: 3,673 shares 3,673 $1.23M 0.71% new 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: 4,603 shares; 2025Q1: not loaded; 2025Q2: 12,352 shares; 2025Q3: 13,994 shares; 2025Q4: 16,152 shares; 2026Q1: not reported; 2026Q2: 16,070 shares 16,070 $1.19M 0.69% new 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: 1,629 shares; 2024Q4: 1,672 shares; 2025Q1: not loaded; 2025Q2: 2,179 shares; 2025Q3: 2,272 shares; 2025Q4: 2,386 shares; 2026Q1: not reported; 2026Q2: 2,342 shares 2,342 $1.19M 0.69% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,902 shares; 2025Q3: 10,207 shares; 2025Q4: 10,628 shares; 2026Q1: 20,969 shares; 2026Q2: 10,173 shares 10,173 $1.19M 0.68% -10,796 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,713 shares; 2024Q4: 34,599 shares; 2025Q1: not loaded; 2025Q2: 18,590 shares; 2025Q3: 18,639 shares; 2025Q4: 18,507 shares; 2026Q1: 37,048 shares; 2026Q2: 19,004 shares 19,004 $1.16M 0.67% -18,044 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,714 shares; 2024Q4: 17,714 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 12,995 shares; 2025Q4: 11,261 shares; 2026Q1: not reported; 2026Q2: 9,851 shares 9,851 $1.12M 0.65% new 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: 5,648 shares; 2024Q4: 6,008 shares; 2025Q1: not loaded; 2025Q2: 7,190 shares; 2025Q3: 7,650 shares; 2025Q4: 7,799 shares; 2026Q1: not reported; 2026Q2: 8,212 shares 8,212 $1.11M 0.64% new Timeline VHT 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: 7,042 shares; 2024Q4: 7,059 shares; 2025Q1: not loaded; 2025Q2: 3,335 shares; 2025Q3: 3,429 shares; 2025Q4: 3,416 shares; 2026Q1: not reported; 2026Q2: 3,650 shares 3,650 $1.09M 0.63% new 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: 5,689 shares; 2024Q4: 5,736 shares; 2025Q1: not loaded; 2025Q2: 5,575 shares; 2025Q3: 5,645 shares; 2025Q4: 6,138 shares; 2026Q1: not reported; 2026Q2: 6,383 shares 6,383 $1000K 0.58% new 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: 9,796 shares; 2024Q4: 10,009 shares; 2025Q1: not loaded; 2025Q2: 10,391 shares; 2025Q3: 10,991 shares; 2025Q4: 11,639 shares; 2026Q1: not reported; 2026Q2: 12,428 shares 12,428 $972K 0.56% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,965 shares; 2025Q3: 2,239 shares; 2025Q4: 2,823 shares; 2026Q1: 5,569 shares; 2026Q2: 2,813 shares 2,813 $895K 0.52% -2,756 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816 shares 816 $869K 0.5% 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: 4,964 shares; 2024Q4: 4,885 shares; 2025Q1: not loaded; 2025Q2: 1,140 shares; 2025Q3: 1,141 shares; 2025Q4: 1,105 shares; 2026Q1: 2,210 shares; 2026Q2: 1,106 shares 1,106 $828K 0.48% -1,104 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: 728 shares; 2024Q4: 729 shares; 2025Q1: not loaded; 2025Q2: 729 shares; 2025Q3: 732 shares; 2025Q4: 729 shares; 2026Q1: not reported; 2026Q2: 2,222 shares 2,222 $822K 0.47% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,857 shares 5,857 $801K 0.46% new 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: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 1 shares 1 $749K 0.43% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,205 shares; 2025Q1: not loaded; 2025Q2: 16,205 shares; 2025Q3: 16,205 shares; 2025Q4: 16,205 shares; 2026Q1: 32,410 shares; 2026Q2: 16,205 shares 16,205 $744K 0.43% -16,205 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,688 shares; 2024Q4: 84,987 shares; 2025Q1: not loaded; 2025Q2: 25,380 shares; 2025Q3: 27,427 shares; 2025Q4: 20,785 shares; 2026Q1: 41,163 shares; 2026Q2: 13,736 shares 13,736 $671K 0.39% -27,427 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: 694 shares; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 5,600 shares 5,600 $669K 0.39% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,371 shares; 2026Q2: 15,384 shares 15,384 $662K 0.38% -2,987 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,037 shares; 2025Q3: 22,065 shares; 2025Q4: 29,802 shares; 2026Q1: not reported; 2026Q2: 30,322 shares 30,322 $628K 0.36% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,756 shares 2,756 $609K 0.35% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,714 shares; 2024Q4: 16,499 shares; 2025Q1: not loaded; 2025Q2: 15,113 shares; 2025Q3: 14,826 shares; 2025Q4: 8,812 shares; 2026Q1: 15,212 shares; 2026Q2: 5,432 shares 5,432 $594K 0.34% -9,780 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 2,732 shares; 2025Q1: not loaded; 2025Q2: 3,595 shares; 2025Q3: 4,117 shares; 2025Q4: 4,246 shares; 2026Q1: not reported; 2026Q2: 4,708 shares 4,708 $586K 0.34% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,928 shares; 2026Q2: 12,192 shares 12,192 $582K 0.34% -2,736 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: 789 shares; 2024Q4: 775 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 745 shares; 2026Q1: 1,430 shares; 2026Q2: 698 shares 698 $521K 0.3% -732 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 442 shares 442 $510K 0.29% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,296 shares; 2024Q4: 8,296 shares; 2025Q1: not loaded; 2025Q2: 8,296 shares; 2025Q3: 10,735 shares; 2025Q4: 10,735 shares; 2026Q1: 21,470 shares; 2026Q2: 10,735 shares 10,735 $490K 0.28% -10,735 Timeline SPTS 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: 15,777 shares; 2024Q4: 15,777 shares; 2025Q1: not loaded; 2025Q2: 16,635 shares; 2025Q3: 15,862 shares; 2025Q4: 15,862 shares; 2026Q1: 31,724 shares; 2026Q2: 15,930 shares 15,930 $462K 0.27% -15,794 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: 1,281 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,440 shares; 2025Q3: 1,153 shares; 2025Q4: 1,158 shares; 2026Q1: 2,349 shares; 2026Q2: 1,202 shares 1,202 $429K 0.25% -1,147 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: 2,164 shares; 2024Q4: 2,155 shares; 2025Q1: not loaded; 2025Q2: 1,831 shares; 2025Q3: 1,837 shares; 2025Q4: 1,844 shares; 2026Q1: 3,698 shares; 2026Q2: 1,860 shares 1,860 $422K 0.24% -1,838 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: 987 shares; 2024Q4: 987 shares; 2025Q1: not loaded; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 737 shares; 2026Q1: not reported; 2026Q2: 745 shares 745 $420K 0.24% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $417K 0.24% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,955 shares 1,955 $416K 0.24% new 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: 1,131 shares; 2024Q4: 1,063 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 727 shares; 2025Q4: 1,454 shares; 2026Q1: 3,427 shares; 2026Q2: 1,953 shares 1,953 $372K 0.21% -1,474 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,929 shares; 2024Q4: 3,929 shares; 2025Q1: not loaded; 2025Q2: 3,753 shares; 2025Q3: 3,753 shares; 2025Q4: 3,753 shares; 2026Q1: 7,506 shares; 2026Q2: 3,774 shares 3,774 $364K 0.21% -3,732 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,954 shares; 2024Q4: 8,954 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares; 2026Q1: 17,908 shares; 2026Q2: 8,954 shares 8,954 $351K 0.2% -8,954 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $351K 0.2% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,430 shares; 2024Q4: 5,397 shares; 2025Q1: not loaded; 2025Q2: 6,853 shares; 2025Q3: 6,742 shares; 2025Q4: 6,479 shares; 2026Q1: 12,936 shares; 2026Q2: 6,131 shares 6,131 $323K 0.19% -6,805 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,702 shares; 2024Q4: 9,477 shares; 2025Q1: not loaded; 2025Q2: 9,301 shares; 2025Q3: 9,114 shares; 2025Q4: 9,223 shares; 2026Q1: 18,624 shares; 2026Q2: 9,392 shares 9,392 $321K 0.18% -9,232 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709 $301K 0.17% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,091 shares 15,091 $280K 0.16% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,895 shares; 2025Q1: not loaded; 2025Q2: 3,145 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares; 2026Q1: 5,748 shares; 2026Q2: 2,379 shares 2,379 $257K 0.15% -3,369 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: 4,313 shares; 2024Q4: 4,113 shares; 2025Q1: not loaded; 2025Q2: 3,680 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: not reported; 2026Q2: 3,236 shares 3,236 $256K 0.15% new 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: 412 shares; 2024Q4: 424 shares; 2025Q1: not loaded; 2025Q2: 407 shares; 2025Q3: 445 shares; 2025Q4: 438 shares; 2026Q1: 786 shares; 2026Q2: 347 shares 347 $256K 0.15% -439 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,892 shares 2,892 $247K 0.14% new Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,438 shares; 2025Q3: 5,438 shares; 2025Q4: 5,438 shares; 2026Q1: 10,876 shares; 2026Q2: 5,438 shares 5,438 $242K 0.14% -5,438 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,130 shares; 2024Q4: 6,176 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,066 shares; 2026Q2: 5,561 shares 5,561 $226K 0.13% -5,505 Timeline VBK 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: 787 shares; 2024Q4: 793 shares; 2025Q1: not loaded; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $223K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,026 shares 2,026 $219K 0.13% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,656 shares; 2026Q2: 7,362 shares 7,362 $213K 0.12% -7,294 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,316 shares; 2026Q2: 4,658 shares 4,658 $207K 0.12% -4,658 Timeline