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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,849 shares; 2025Q1: 51,507 shares; 2025Q2: 51,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,127 shares 57,127 $27.4M 21.21% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,941 shares; 2025Q1: 33,131 shares; 2025Q2: 33,131 shares; 2025Q3: 29,916 shares; 2025Q4: 25,940 shares; 2026Q1: 38,531 shares 38,531 $14.3M 11.05% +12,591 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,741 shares; 2025Q1: 38,341 shares; 2025Q2: 38,341 shares; 2025Q3: 36,251 shares; 2025Q4: 36,358 shares; 2026Q1: 54,208 shares 54,208 $11.3M 8.75% +17,850 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,197 shares; 2025Q1: 55,797 shares; 2025Q2: 55,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,359 shares 34,359 $9.86M 7.64% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,619 shares; 2025Q1: 8,479 shares; 2025Q2: 8,479 shares; 2025Q3: 7,819 shares; 2025Q4: 6,389 shares; 2026Q1: 6,564 shares 6,564 $6.54M 5.07% +175 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,789 shares; 2025Q1: 26,789 shares; 2025Q2: 26,789 shares; 2025Q3: 25,467 shares; 2025Q4: 25,429 shares; 2026Q1: 25,429 shares 25,429 $6.45M 5% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $5.03M 3.89% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,661 shares; 2025Q1: 24,761 shares; 2025Q2: 24,761 shares; 2025Q3: 24,761 shares; 2025Q4: 24,761 shares; 2026Q1: 24,761 shares 24,761 $4.2M 3.25% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,328 shares; 2025Q1: 45,328 shares; 2025Q2: 45,328 shares; 2025Q3: 45,328 shares; 2025Q4: 25,328 shares; 2026Q1: 25,328 shares 25,328 $4.17M 3.23% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 2,244 shares; 2025Q2: 2,739 shares; 2025Q3: 2,239 shares; 2025Q4: 2,022 shares; 2026Q1: 2,036 shares 2,036 $3.9M 3.02% +14 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,440 shares; 2025Q1: 15,080 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,830 shares 12,830 $3.69M 2.86% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,106 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,287 shares; 2025Q4: 10,518 shares; 2026Q1: 11,007 shares 11,007 $3.24M 2.51% +489 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,567 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares; 2025Q3: 11,798 shares; 2025Q4: 11,798 shares; 2026Q1: 11,798 shares 11,798 $2.88M 2.23% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,420 shares; 2025Q1: 28,020 shares; 2025Q2: 28,020 shares; 2025Q3: 27,220 shares; 2025Q4: 27,220 shares; 2026Q1: 27,220 shares 27,220 $2.62M 2.03% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,433 shares; 2025Q1: 17,283 shares; 2025Q2: 17,283 shares; 2025Q3: 17,143 shares; 2025Q4: 17,143 shares; 2026Q1: 17,143 shares 17,143 $2.48M 1.92% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,553 shares; 2025Q1: 13,103 shares; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 13,103 shares; 2026Q1: 13,103 shares 13,103 $2.03M 1.58% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,990 shares; 2026Q1: 5,990 shares 5,990 $1.81M 1.4% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,244 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares 2,739 $1.57M 1.21% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 5,074 shares; 2026Q1: 5,074 shares 5,074 $1.53M 1.19% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 3,790 shares 3,790 $1.36M 1.05% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares; 2025Q4: 8,138 shares; 2026Q1: 8,138 shares 8,138 $1.3M 1.01% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,500 shares; 2026Q1: 5,750 shares 5,750 $1M 0.78% -1,750 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,568 shares; 2025Q1: 7,568 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares; 2026Q1: 7,568 shares 7,568 $929K 0.72% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,823 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 1,705 shares; 2025Q4: 1,372 shares; 2026Q1: 1,379 shares 1,379 $901K 0.7% +7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 5,841 shares; 2025Q4: 5,841 shares; 2026Q1: 5,841 shares 5,841 $892K 0.69% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,365 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares 11,615 $883K 0.68% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 1,778 shares 1,778 $881K 0.68% -393 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,864 shares 4,864 $822K 0.64% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares 3,090 $822K 0.64% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,090 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares; 2026Q1: 10,090 shares 10,090 $751K 0.58% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares; 2026Q1: 7,825 shares 7,825 $667K 0.52% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares; 2026Q1: 2,099 shares 2,099 $568K 0.44% -574 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares; 2026Q1: 2,344 shares 2,344 $554K 0.43% -725 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 6,600 shares; 2026Q1: 5,200 shares 5,200 $544K 0.42% -1,400 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,692 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares; 2025Q4: 5,630 shares; 2026Q1: 5,630 shares 5,630 $448K 0.35% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,860 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110 $379K 0.29% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,475 shares; 2025Q4: 1,160 shares; 2026Q1: 1,175 shares 1,175 $243K 0.19% +15 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares; 2026Q1: 4,455 shares 4,455 $202K 0.16% 0 Timeline