AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,091 shares; 2024Q4: 60,232 shares; 2025Q1: 57,021 shares; 2025Q2: 56,921 shares; 2025Q3: 59,054 shares; 2025Q4: 61,705 shares; 2026Q1: 55,879 shares; 2026Q2: 56,240 shares 56,240 $16.3M 7.36% +361 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: 67,950 shares; 2024Q4: 67,260 shares; 2025Q1: 66,495 shares; 2025Q2: 66,350 shares; 2025Q3: 65,625 shares; 2025Q4: 63,887 shares; 2026Q1: 62,932 shares; 2026Q2: 62,769 shares 62,769 $12.6M 5.68% -163 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: 40,212 shares; 2024Q4: 40,077 shares; 2025Q1: 37,588 shares; 2025Q2: 37,361 shares; 2025Q3: 37,297 shares; 2025Q4: 36,293 shares; 2026Q1: 35,549 shares; 2026Q2: 33,991 shares 33,991 $12.1M 5.49% -1,558 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: 54,027 shares; 2024Q4: 53,103 shares; 2025Q1: 47,453 shares; 2025Q2: 47,070 shares; 2025Q3: 47,308 shares; 2025Q4: 47,537 shares; 2026Q1: 47,308 shares; 2026Q2: 51,078 shares 51,078 $12.1M 5.46% +3,770 Timeline PRF 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: 193,479 shares; 2024Q4: 187,792 shares; 2025Q1: 170,387 shares; 2025Q2: 168,939 shares; 2025Q3: 169,158 shares; 2025Q4: 170,574 shares; 2026Q1: 170,559 shares; 2026Q2: 189,779 shares 189,779 $10.3M 4.64% +19,220 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: 27,157 shares; 2024Q4: 26,855 shares; 2025Q1: 25,817 shares; 2025Q2: 25,685 shares; 2025Q3: 25,309 shares; 2025Q4: 24,940 shares; 2026Q1: 24,719 shares; 2026Q2: 23,896 shares 23,896 $8.91M 4.03% -823 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: 25,881 shares; 2024Q4: 25,886 shares; 2025Q1: 26,304 shares; 2025Q2: 26,172 shares; 2025Q3: 26,172 shares; 2025Q4: 25,618 shares; 2026Q1: 25,165 shares; 2026Q2: 24,183 shares 24,183 $8.54M 3.86% -982 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: 21,390 shares; 2024Q4: 20,950 shares; 2025Q1: 20,450 shares; 2025Q2: 20,020 shares; 2025Q3: 20,020 shares; 2025Q4: 19,595 shares; 2026Q1: 19,530 shares; 2026Q2: 19,365 shares 19,365 $7.17M 3.24% -165 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: 27,549 shares; 2024Q4: 27,394 shares; 2025Q1: 27,297 shares; 2025Q2: 27,207 shares; 2025Q3: 26,999 shares; 2025Q4: 27,067 shares; 2026Q1: 27,017 shares; 2026Q2: 27,305 shares 27,305 $6.51M 2.94% +288 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: 20,998 shares; 2024Q4: 21,083 shares; 2025Q1: 19,763 shares; 2025Q2: 19,523 shares; 2025Q3: 19,423 shares; 2025Q4: 19,134 shares; 2026Q1: 18,833 shares; 2026Q2: 18,747 shares 18,747 $6.43M 2.91% -86 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: 8,700 shares; 2024Q4: 8,845 shares; 2025Q1: 8,838 shares; 2025Q2: 8,858 shares; 2025Q3: 8,213 shares; 2025Q4: 8,427 shares; 2026Q1: 8,189 shares; 2026Q2: 8,204 shares 8,204 $6.13M 2.77% +15 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: 7,009 shares; 2024Q4: 6,987 shares; 2025Q1: 6,858 shares; 2025Q2: 6,754 shares; 2025Q3: 6,572 shares; 2025Q4: 6,401 shares; 2026Q1: 6,284 shares; 2026Q2: 6,236 shares 6,236 $5.83M 2.64% -48 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: 48,252 shares; 2024Q4: 47,997 shares; 2025Q1: 46,514 shares; 2025Q2: 46,624 shares; 2025Q3: 45,859 shares; 2025Q4: 45,979 shares; 2026Q1: 47,552 shares; 2026Q2: 49,506 shares 49,506 $5.81M 2.63% +1,954 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: 8,027 shares; 2024Q4: 8,037 shares; 2025Q1: 7,793 shares; 2025Q2: 7,813 shares; 2025Q3: 7,883 shares; 2025Q4: 7,840 shares; 2026Q1: 7,897 shares; 2026Q2: 7,799 shares 7,799 $3.9M 1.76% -98 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,353 shares; 2024Q4: 14,793 shares; 2025Q1: 13,974 shares; 2025Q2: 13,508 shares; 2025Q3: 13,258 shares; 2025Q4: 12,982 shares; 2026Q1: 12,784 shares; 2026Q2: 12,574 shares 12,574 $3.16M 1.43% -210 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: 19,349 shares; 2024Q4: 18,769 shares; 2025Q1: 16,872 shares; 2025Q2: 16,601 shares; 2025Q3: 16,792 shares; 2025Q4: 16,927 shares; 2026Q1: 17,137 shares; 2026Q2: 19,066 shares 19,066 $3.16M 1.43% +1,929 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: 9,135 shares; 2024Q4: 8,750 shares; 2025Q1: 8,493 shares; 2025Q2: 8,537 shares; 2025Q3: 8,467 shares; 2025Q4: 8,424 shares; 2026Q1: 8,575 shares; 2026Q2: 8,431 shares 8,431 $3.05M 1.38% -144 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: 1,385 shares; 2024Q4: 2,200 shares; 2025Q1: 2,266 shares; 2025Q2: 2,269 shares; 2025Q3: 2,224 shares; 2025Q4: 2,310 shares; 2026Q1: 2,395 shares; 2026Q2: 2,470 shares 2,470 $2.96M 1.34% +75 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,611 shares; 2024Q4: 5,605 shares; 2025Q1: 5,594 shares; 2025Q2: 5,592 shares; 2025Q3: 5,455 shares; 2025Q4: 5,526 shares; 2026Q1: 5,733 shares; 2026Q2: 5,796 shares 5,796 $2.88M 1.3% +63 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: 5,675 shares; 2024Q4: 5,530 shares; 2025Q1: 4,827 shares; 2025Q2: 4,840 shares; 2025Q3: 4,845 shares; 2025Q4: 4,824 shares; 2026Q1: 5,604 shares; 2026Q2: 4,731 shares 4,731 $2.75M 1.24% -873 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: 1,983 shares; 2024Q4: 2,598 shares; 2025Q1: 2,172 shares; 2025Q2: 2,263 shares; 2025Q3: 2,360 shares; 2025Q4: 2,412 shares; 2026Q1: 2,515 shares; 2026Q2: 3,770 shares 3,770 $2.59M 1.17% +1,255 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: 19,352 shares; 2024Q4: 19,302 shares; 2025Q1: 18,243 shares; 2025Q2: 18,223 shares; 2025Q3: 18,088 shares; 2025Q4: 17,756 shares; 2026Q1: 15,774 shares; 2026Q2: 15,589 shares 15,589 $2.52M 1.14% -185 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: 10,730 shares; 2024Q4: 10,720 shares; 2025Q1: 10,583 shares; 2025Q2: 10,428 shares; 2025Q3: 10,428 shares; 2025Q4: 10,249 shares; 2026Q1: 10,175 shares; 2026Q2: 9,705 shares 9,705 $2.46M 1.11% -470 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: 5,490 shares; 2024Q4: 5,490 shares; 2025Q1: 5,082 shares; 2025Q2: 5,066 shares; 2025Q3: 4,966 shares; 2025Q4: 4,990 shares; 2026Q1: 4,797 shares; 2026Q2: 4,792 shares 4,792 $2.44M 1.1% -5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $2.41M 1.09% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,256 shares; 2024Q4: 25,746 shares; 2025Q1: 24,653 shares; 2025Q2: 24,639 shares; 2025Q3: 24,294 shares; 2025Q4: 22,315 shares; 2026Q1: 22,380 shares; 2026Q2: 22,178 shares 22,178 $2.27M 1.02% -202 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $2.09M 0.94% 0 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: 16,494 shares; 2024Q4: 16,514 shares; 2025Q1: 15,496 shares; 2025Q2: 15,544 shares; 2025Q3: 14,919 shares; 2025Q4: 14,862 shares; 2026Q1: 15,053 shares; 2026Q2: 14,948 shares 14,948 $2.02M 0.91% -105 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: 7,534 shares; 2024Q4: 7,571 shares; 2025Q1: 7,265 shares; 2025Q2: 7,209 shares; 2025Q3: 7,149 shares; 2025Q4: 7,335 shares; 2026Q1: 7,363 shares; 2026Q2: 7,177 shares 7,177 $1.94M 0.88% -186 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,672 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 3,667 shares; 2026Q1: 3,667 shares; 2026Q2: 3,667 shares 3,667 $1.93M 0.87% 0 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: 24,584 shares; 2024Q4: 24,311 shares; 2025Q1: 23,330 shares; 2025Q2: 22,589 shares; 2025Q3: 22,309 shares; 2025Q4: 22,324 shares; 2026Q1: 21,074 shares; 2026Q2: 20,683 shares 20,683 $1.88M 0.85% -391 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: 14,657 shares; 2024Q4: 14,542 shares; 2025Q1: 14,686 shares; 2025Q2: 14,574 shares; 2025Q3: 14,612 shares; 2025Q4: 14,770 shares; 2026Q1: 14,771 shares; 2026Q2: 14,563 shares 14,563 $1.65M 0.75% -208 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: not reported; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: 3,458 shares; 2025Q3: 3,628 shares; 2025Q4: 3,811 shares; 2026Q1: 4,200 shares; 2026Q2: 4,245 shares 4,245 $1.56M 0.71% +45 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: 5,196 shares; 2024Q4: 5,196 shares; 2025Q1: 5,026 shares; 2025Q2: 4,801 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 9,783 shares; 2026Q2: 10,788 shares 10,788 $1.54M 0.7% +1,005 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: 9,665 shares; 2024Q4: 9,605 shares; 2025Q1: 9,205 shares; 2025Q2: 9,180 shares; 2025Q3: 9,030 shares; 2025Q4: 9,017 shares; 2026Q1: 9,073 shares; 2026Q2: 9,073 shares 9,073 $1.53M 0.69% 0 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: 8,099 shares; 2024Q4: 8,522 shares; 2025Q1: 8,960 shares; 2025Q2: 8,678 shares; 2025Q3: 8,628 shares; 2025Q4: 9,099 shares; 2026Q1: 8,705 shares; 2026Q2: 9,520 shares 9,520 $1.5M 0.68% +815 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: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.68% 0 Timeline VTV 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: 9,151 shares; 2024Q4: 7,796 shares; 2025Q1: 6,186 shares; 2025Q2: 6,146 shares; 2025Q3: 6,306 shares; 2025Q4: 6,381 shares; 2026Q1: 6,381 shares; 2026Q2: 6,616 shares 6,616 $1.44M 0.65% +235 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: 14,942 shares; 2024Q4: 14,202 shares; 2025Q1: 13,187 shares; 2025Q2: 12,572 shares; 2025Q3: 12,133 shares; 2025Q4: 12,025 shares; 2026Q1: 11,064 shares; 2026Q2: 10,952 shares 10,952 $1.41M 0.64% -112 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: 9,379 shares; 2024Q4: 9,342 shares; 2025Q1: 9,220 shares; 2025Q2: 9,196 shares; 2025Q3: 9,126 shares; 2025Q4: 8,928 shares; 2026Q1: 9,085 shares; 2026Q2: 8,864 shares 8,864 $1.3M 0.59% -221 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,364 shares 9,364 $1.28M 0.58% 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: 4,074 shares; 2024Q4: 4,114 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,861 shares; 2026Q2: 3,861 shares 3,861 $1.26M 0.57% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,299 shares; 2024Q4: 12,209 shares; 2025Q1: 11,132 shares; 2025Q2: 8,881 shares; 2025Q3: 6,550 shares; 2025Q4: 6,395 shares; 2026Q1: 6,305 shares; 2026Q2: 6,080 shares 6,080 $1.25M 0.56% -225 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,109 shares; 2024Q4: 10,504 shares; 2025Q1: 9,209 shares; 2025Q2: 9,209 shares; 2025Q3: 8,054 shares; 2025Q4: 7,850 shares; 2026Q1: 7,060 shares; 2026Q2: 7,060 shares 7,060 $1.23M 0.55% 0 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: 15,672 shares; 2024Q4: 15,902 shares; 2025Q1: 14,937 shares; 2025Q2: 14,937 shares; 2025Q3: 14,487 shares; 2025Q4: 14,477 shares; 2026Q1: 14,607 shares; 2026Q2: 14,147 shares 14,147 $1.18M 0.53% -460 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 8,260 shares; 2025Q1: 7,580 shares; 2025Q2: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares; 2026Q2: 7,355 shares 7,355 $1.11M 0.5% -20 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,366 shares; 2024Q4: 10,366 shares; 2025Q1: 10,126 shares; 2025Q2: 10,135 shares; 2025Q3: 10,135 shares; 2025Q4: 10,120 shares; 2026Q1: 8,895 shares; 2026Q2: 8,023 shares 8,023 $1.1M 0.5% -872 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: 5,751 shares; 2024Q4: 5,771 shares; 2025Q1: 5,497 shares; 2025Q2: 5,497 shares; 2025Q3: 5,497 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares; 2026Q2: 4,975 shares 4,975 $1.1M 0.5% +40 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,723 shares; 2024Q4: 3,723 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,478 shares; 2026Q1: 3,453 shares; 2026Q2: 3,453 shares 3,453 $1.08M 0.49% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,836 shares; 2025Q1: 3,716 shares; 2025Q2: 3,716 shares; 2025Q3: 3,515 shares; 2025Q4: 3,514 shares; 2026Q1: 3,339 shares; 2026Q2: 3,264 shares 3,264 $1.03M 0.46% -75 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: 3,750 shares; 2024Q4: 3,810 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 4,080 shares; 2026Q1: 11,687 shares; 2026Q2: 11,695 shares 11,695 $1.03M 0.46% +8 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,570 shares; 2024Q4: 7,105 shares; 2025Q1: 6,158 shares; 2025Q2: 6,208 shares; 2025Q3: 6,208 shares; 2025Q4: 6,058 shares; 2026Q1: 6,092 shares; 2026Q2: 6,090 shares 6,090 $1.02M 0.46% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,310 shares; 2024Q4: 4,950 shares; 2025Q1: 4,775 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares; 2026Q2: 4,540 shares 4,540 $1.01M 0.46% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,106 shares; 2024Q4: 70,775 shares; 2025Q1: 64,413 shares; 2025Q2: 63,329 shares; 2025Q3: 63,694 shares; 2025Q4: 64,768 shares; 2026Q1: 63,767 shares; 2026Q2: 9,556 shares 9,556 $993K 0.45% -54,211 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: 10,549 shares; 2024Q4: 10,354 shares; 2025Q1: 9,367 shares; 2025Q2: 9,341 shares; 2025Q3: 9,136 shares; 2025Q4: 8,320 shares; 2026Q1: 6,517 shares; 2026Q2: 6,517 shares 6,517 $986K 0.45% 0 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: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,603 shares; 2026Q1: 3,458 shares; 2026Q2: 3,323 shares 3,323 $934K 0.42% -135 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,336 shares; 2025Q2: 4,336 shares; 2025Q3: 4,336 shares; 2025Q4: 4,037 shares; 2026Q1: 4,037 shares; 2026Q2: 4,037 shares 4,037 $904K 0.41% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,295 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $899K 0.41% 0 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: 12,796 shares; 2024Q4: 12,796 shares; 2025Q1: 12,814 shares; 2025Q2: 13,064 shares; 2025Q3: 10,814 shares; 2025Q4: 10,814 shares; 2026Q1: 10,814 shares; 2026Q2: 10,814 shares 10,814 $894K 0.4% 0 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: 6,515 shares; 2024Q4: 6,515 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $866K 0.39% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,288 shares; 2024Q4: 8,418 shares; 2025Q1: 7,588 shares; 2025Q2: 7,588 shares; 2025Q3: 7,588 shares; 2025Q4: 7,543 shares; 2026Q1: 7,333 shares; 2026Q2: 7,333 shares 7,333 $819K 0.37% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,843 shares; 2025Q2: 2,843 shares; 2025Q3: 4,071 shares; 2025Q4: 4,071 shares; 2026Q1: 3,801 shares; 2026Q2: 3,801 shares 3,801 $795K 0.36% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 818 shares; 2026Q1: 797 shares; 2026Q2: 782 shares 782 $752K 0.34% -15 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: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 3,956 shares; 2026Q1: 3,906 shares; 2026Q2: 3,906 shares 3,906 $741K 0.34% 0 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: 1,587 shares; 2024Q4: 1,577 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,561 shares; 2026Q1: 1,486 shares; 2026Q2: 1,476 shares 1,476 $740K 0.33% -10 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: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $687K 0.31% 0 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: 11,565 shares; 2024Q4: 11,565 shares; 2025Q1: 8,650 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 8,890 shares; 2026Q1: 9,390 shares; 2026Q2: 9,390 shares 9,390 $669K 0.3% 0 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 7,704 shares; 2025Q2: 7,692 shares; 2025Q3: 7,692 shares; 2025Q4: 7,677 shares; 2026Q1: 7,710 shares; 2026Q2: 7,708 shares 7,708 $626K 0.28% -2 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 reported; 2026Q2: 3,945 shares 3,945 $551K 0.25% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $519K 0.23% 0 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: 12,296 shares; 2024Q4: 11,716 shares; 2025Q1: 10,350 shares; 2025Q2: 10,133 shares; 2025Q3: 9,198 shares; 2025Q4: 8,273 shares; 2026Q1: 5,783 shares; 2026Q2: 5,316 shares 5,316 $512K 0.23% -467 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $507K 0.23% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 4,291 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,143 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares; 2026Q2: 4,143 shares 4,143 $488K 0.22% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,221 shares; 2024Q4: 6,917 shares; 2025Q1: 6,867 shares; 2025Q2: 6,867 shares; 2025Q3: 6,897 shares; 2025Q4: 7,127 shares; 2026Q1: 7,127 shares; 2026Q2: 5,657 shares 5,657 $474K 0.21% -1,470 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $471K 0.21% 0 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: 1,689 shares; 2024Q4: 1,734 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,596 shares; 2025Q4: 1,551 shares; 2026Q1: 1,499 shares; 2026Q2: 1,329 shares 1,329 $469K 0.21% -170 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: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,489 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,431 shares; 2026Q2: 5,774 shares 5,774 $465K 0.21% +4,343 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: 5,045 shares; 2024Q4: 5,045 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares; 2026Q1: 5,420 shares; 2026Q2: 5,420 shares 5,420 $463K 0.21% 0 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: 4,898 shares; 2024Q4: 4,843 shares; 2025Q1: 4,790 shares; 2025Q2: 4,790 shares; 2025Q3: 4,315 shares; 2025Q4: 4,315 shares; 2026Q1: 3,530 shares; 2026Q2: 3,390 shares 3,390 $459K 0.21% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $440K 0.2% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares; 2026Q1: 2,594 shares; 2026Q2: 2,594 shares 2,594 $407K 0.18% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,387 shares 3,387 $405K 0.18% new 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: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $393K 0.18% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $388K 0.18% 0 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: 1,700 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $383K 0.17% 0 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: 3,056 shares; 2024Q4: 3,056 shares; 2025Q1: 3,056 shares; 2025Q2: 3,056 shares; 2025Q3: 3,056 shares; 2025Q4: 2,993 shares; 2026Q1: 3,043 shares; 2026Q2: 2,993 shares 2,993 $379K 0.17% -50 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,814 shares; 2024Q4: 4,814 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $379K 0.17% 0 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $375K 0.17% 0 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: 626 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $374K 0.17% 0 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: 7,486 shares; 2024Q4: 7,546 shares; 2025Q1: 4,881 shares; 2025Q2: 4,881 shares; 2025Q3: 3,237 shares; 2025Q4: 3,237 shares; 2026Q1: 3,237 shares; 2026Q2: 3,237 shares 3,237 $348K 0.16% 0 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: 18,402 shares; 2024Q4: 17,047 shares; 2025Q1: 13,075 shares; 2025Q2: 13,311 shares; 2025Q3: 13,331 shares; 2025Q4: 11,372 shares; 2026Q1: 8,037 shares; 2026Q2: 8,120 shares 8,120 $344K 0.16% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $313K 0.14% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,072 shares; 2026Q2: 828 shares 828 $311K 0.14% -244 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,099 shares; 2024Q4: 6,134 shares; 2025Q1: 4,138 shares; 2025Q2: 4,138 shares; 2025Q3: 4,138 shares; 2025Q4: 4,013 shares; 2026Q1: 3,343 shares; 2026Q2: 3,343 shares 3,343 $310K 0.14% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 1,055 shares; 2026Q2: 1,157 shares 1,157 $287K 0.13% +102 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares; 2026Q2: 852 shares 852 $285K 0.13% +9 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares; 2026Q2: 3,218 shares 3,218 $279K 0.13% 0 Timeline XMHQ 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: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 3,735 shares; 2025Q3: 2,535 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,435 shares 2,435 $275K 0.12% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,360 shares; 2024Q4: 5,360 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 3,960 shares; 2025Q4: 3,930 shares; 2026Q1: 3,960 shares; 2026Q2: 3,960 shares 3,960 $272K 0.12% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,615 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares; 2026Q1: 2,555 shares; 2026Q2: 2,555 shares 2,555 $266K 0.12% 0 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: 655 shares; 2024Q4: 702 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 879 shares; 2026Q1: 883 shares; 2026Q2: 470 shares 470 $265K 0.12% -413 Timeline RPG 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,125 shares 4,125 $263K 0.12% new 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: 4,535 shares; 2024Q4: 4,510 shares; 2025Q1: 4,410 shares; 2025Q2: 4,380 shares; 2025Q3: 4,380 shares; 2025Q4: 3,575 shares; 2026Q1: 2,385 shares; 2026Q2: 2,385 shares 2,385 $262K 0.12% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,722 shares 1,722 $260K 0.12% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,289 shares; 2025Q4: 3,293 shares; 2026Q1: 3,293 shares; 2026Q2: 3,313 shares 3,313 $250K 0.11% +20 Timeline IWB 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: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $247K 0.11% 0 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: 4,180 shares; 2024Q4: 4,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares; 2026Q2: 4,250 shares 4,250 $245K 0.11% +160 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: not reported; 2024Q4: 2,984 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares; 2026Q1: 2,910 shares; 2026Q2: 2,585 shares 2,585 $239K 0.11% -325 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: 795 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $227K 0.1% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 3,250 shares; 2025Q3: 3,070 shares; 2025Q4: 3,110 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $221K 0.1% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $219K 0.1% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 1,935 shares; 2026Q2: 1,935 shares 1,935 $217K 0.1% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,180 shares; 2024Q4: 7,450 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 5,675 shares; 2025Q4: 5,680 shares; 2026Q1: 5,725 shares; 2026Q2: 5,520 shares 5,520 $210K 0.1% -205 Timeline