GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,180 shares; 2024Q4: 655,037 shares; 2025Q1: 651,446 shares; 2025Q2: 653,717 shares; 2025Q3: 638,213 shares; 2025Q4: 639,507 shares; 2026Q1: 620,909 shares; 2026Q2: 605,460 shares 605,460 $214M 7.19% -15,449 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732,993 shares; 2024Q4: 741,655 shares; 2025Q1: 742,011 shares; 2025Q2: 749,492 shares; 2025Q3: 749,501 shares; 2025Q4: 754,532 shares; 2026Q1: 738,482 shares; 2026Q2: 735,248 shares 735,248 $190M 6.38% -3,234 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: 309,942 shares; 2024Q4: 315,095 shares; 2025Q1: 315,144 shares; 2025Q2: 318,902 shares; 2025Q3: 311,810 shares; 2025Q4: 313,449 shares; 2026Q1: 307,821 shares; 2026Q2: 302,888 shares 302,888 $171M 5.74% -4,933 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: 935,772 shares; 2024Q4: 947,927 shares; 2025Q1: 949,066 shares; 2025Q2: 1,567,495 shares; 2025Q3: 1,575,776 shares; 2025Q4: 1,585,661 shares; 2026Q1: 1,536,206 shares; 2026Q2: 1,681,567 shares 1,681,567 $155M 5.22% +145,361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419,090 shares; 2026Q2: 654,556 shares 654,556 $147M 4.93% +235,466 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: 959,222 shares; 2024Q4: 974,459 shares; 2025Q1: 977,434 shares; 2025Q2: 996,344 shares; 2025Q3: 996,676 shares; 2025Q4: 979,458 shares; 2026Q1: 612,058 shares; 2026Q2: 598,781 shares 598,781 $145M 4.87% -13,277 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,072 shares; 2024Q4: 234,287 shares; 2025Q1: 251,937 shares; 2025Q2: 261,755 shares; 2025Q3: 261,802 shares; 2025Q4: 263,320 shares; 2026Q1: 256,081 shares; 2026Q2: 253,931 shares 253,931 $134M 4.52% -2,150 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: 391,760 shares; 2024Q4: 395,717 shares; 2025Q1: 393,549 shares; 2025Q2: 401,297 shares; 2025Q3: 405,520 shares; 2025Q4: 407,345 shares; 2026Q1: 396,357 shares; 2026Q2: 389,900 shares 389,900 $134M 4.5% -6,457 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: 489,311 shares; 2024Q4: 505,550 shares; 2025Q1: 503,332 shares; 2025Q2: 511,784 shares; 2025Q3: 510,644 shares; 2025Q4: 505,984 shares; 2026Q1: 378,625 shares; 2026Q2: 248,447 shares 248,447 $124M 4.18% -130,178 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,693 shares; 2024Q4: 545,856 shares; 2025Q1: 529,154 shares; 2025Q2: 520,367 shares; 2025Q3: 533,889 shares; 2025Q4: 536,832 shares; 2026Q1: 528,364 shares; 2026Q2: 542,292 shares 542,292 $118M 3.98% +13,928 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: 346,704 shares; 2024Q4: 356,828 shares; 2025Q1: 359,603 shares; 2025Q2: 379,617 shares; 2025Q3: 359,143 shares; 2025Q4: 361,398 shares; 2026Q1: 348,469 shares; 2026Q2: 310,118 shares 310,118 $111M 3.73% -38,351 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725,249 shares; 2024Q4: 732,110 shares; 2025Q1: 621,590 shares; 2025Q2: 625,871 shares; 2025Q3: 637,090 shares; 2025Q4: 637,747 shares; 2026Q1: 617,191 shares; 2026Q2: 598,122 shares 598,122 $108M 3.62% -19,069 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: 20,515 shares; 2024Q4: 21,177 shares; 2025Q1: 21,132 shares; 2025Q2: 21,290 shares; 2025Q3: 21,343 shares; 2025Q4: 21,445 shares; 2026Q1: 21,117 shares; 2026Q2: 522,664 shares 522,664 $93.2M 3.13% +501,547 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,115 shares; 2024Q4: 504,735 shares; 2025Q1: 508,073 shares; 2025Q2: 514,459 shares; 2025Q3: 514,736 shares; 2025Q4: 519,236 shares; 2026Q1: 403,665 shares; 2026Q2: 397,662 shares 397,662 $91.4M 3.07% -6,003 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,307 shares; 2024Q4: 13,558 shares; 2025Q1: 13,490 shares; 2025Q2: 14,038 shares; 2025Q3: 14,075 shares; 2025Q4: 14,112 shares; 2026Q1: 13,647 shares; 2026Q2: 13,238 shares 13,238 $90.2M 3.03% -409 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,315 shares; 2024Q4: 90,759 shares; 2025Q1: 169,967 shares; 2025Q2: 179,153 shares; 2025Q3: 190,462 shares; 2025Q4: 214,264 shares; 2026Q1: 218,942 shares; 2026Q2: 240,731 shares 240,731 $79.4M 2.67% +21,789 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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: 410,196 shares; 2026Q1: 742,329 shares; 2026Q2: 1,080,793 shares 1,080,793 $76.6M 2.58% +338,464 Timeline RMD RESMED INC More: the full row for RESMED 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: 235,418 shares; 2025Q4: 235,388 shares; 2026Q1: 230,005 shares; 2026Q2: 387,665 shares 387,665 $75.5M 2.54% +157,660 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197,374 shares; 2024Q4: 1,212,438 shares; 2025Q1: 1,209,513 shares; 2025Q2: 1,258,996 shares; 2025Q3: 1,261,960 shares; 2025Q4: 1,264,042 shares; 2026Q1: 1,231,059 shares; 2026Q2: 1,198,116 shares 1,198,116 $62.4M 2.1% -32,943 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; 2024Q3: 42,684 shares; 2024Q4: 43,331 shares; 2025Q1: 43,402 shares; 2025Q2: 43,696 shares; 2025Q3: 43,829 shares; 2025Q4: 43,978 shares; 2026Q1: 42,944 shares; 2026Q2: 30,877 shares 30,877 $60.3M 2.03% -12,067 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482,561 shares; 2025Q3: 412,399 shares; 2025Q4: 419,158 shares; 2026Q1: 423,361 shares; 2026Q2: 339,892 shares 339,892 $57.7M 1.94% -83,469 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481,070 shares; 2024Q4: 331,845 shares; 2025Q1: 331,011 shares; 2025Q2: 333,585 shares; 2025Q3: 333,927 shares; 2025Q4: 334,046 shares; 2026Q1: 323,184 shares; 2026Q2: 143,072 shares 143,072 $50.1M 1.68% -180,112 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: 245,548 shares; 2024Q4: 248,218 shares; 2025Q1: 247,503 shares; 2025Q2: 260,475 shares; 2025Q3: 260,400 shares; 2025Q4: 544,419 shares; 2026Q1: 536,514 shares; 2026Q2: 515,567 shares 515,567 $49.6M 1.67% -20,947 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 294,809 shares; 2025Q1: 294,603 shares; 2025Q2: 321,637 shares; 2025Q3: 322,246 shares; 2025Q4: 772,520 shares; 2026Q1: 755,269 shares; 2026Q2: 753,288 shares 753,288 $48.3M 1.62% -1,981 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,111 shares; 2024Q4: 171,775 shares; 2025Q1: 171,340 shares; 2025Q2: 176,111 shares; 2025Q3: 176,468 shares; 2025Q4: 176,747 shares; 2026Q1: 171,052 shares; 2026Q2: 93,310 shares 93,310 $37.1M 1.25% -77,742 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 484,424 shares 484,424 $33.9M 1.14% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,015 shares; 2024Q4: 80,615 shares; 2025Q1: 80,504 shares; 2025Q2: 81,112 shares; 2025Q3: 81,257 shares; 2025Q4: 81,585 shares; 2026Q1: 80,719 shares; 2026Q2: 74,125 shares 74,125 $33.8M 1.13% -6,594 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 166,305 shares 166,305 $29M 0.98% new Timeline WSO WATSCO INC More: the full row for WATSCO 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: 65,975 shares 65,975 $27.5M 0.92% new Timeline AAON AAON INC More: the full row for AAON 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: 201,832 shares; 2026Q2: 204,779 shares 204,779 $26M 0.87% +2,947 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,898 shares; 2025Q2: 3,876 shares; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares; 2026Q2: 3,876 shares 3,876 $25M 0.84% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS 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: 270,843 shares; 2026Q2: 246,369 shares 246,369 $21.6M 0.73% -24,474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,956 shares 94,956 $16.9M 0.57% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,702 shares 46,702 $15.8M 0.53% new Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,848 shares; 2025Q3: 300,317 shares; 2025Q4: 331,511 shares; 2026Q1: 552,107 shares; 2026Q2: 652,452 shares 652,452 $15.7M 0.53% +100,345 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: 43,324 shares; 2024Q4: 43,862 shares; 2025Q1: 44,483 shares; 2025Q2: 50,950 shares; 2025Q3: 50,705 shares; 2025Q4: 51,838 shares; 2026Q1: 52,298 shares; 2026Q2: 47,876 shares 47,876 $15.7M 0.53% -4,422 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: 25,546 shares; 2024Q4: 26,275 shares; 2025Q1: 27,043 shares; 2025Q2: 27,841 shares; 2025Q3: 27,724 shares; 2025Q4: 28,759 shares; 2026Q1: 28,066 shares; 2026Q2: 28,816 shares 28,816 $14.8M 0.5% +750 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,477 shares; 2024Q4: 143,368 shares; 2025Q1: 143,169 shares; 2025Q2: 143,977 shares; 2025Q3: 144,001 shares; 2025Q4: 144,237 shares; 2026Q1: 142,600 shares; 2026Q2: 128,803 shares 128,803 $14.7M 0.49% -13,797 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,681 shares; 2024Q4: 233,921 shares; 2025Q1: 233,878 shares; 2025Q2: 235,831 shares; 2025Q3: 236,148 shares; 2025Q4: 235,876 shares; 2026Q1: 231,829 shares; 2026Q2: 229,867 shares 229,867 $13.6M 0.46% -1,962 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 94,954 shares 94,954 $13.5M 0.45% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,708 shares; 2025Q1: 34,386 shares; 2025Q2: 35,679 shares; 2025Q3: 35,503 shares; 2025Q4: 36,374 shares; 2026Q1: 36,728 shares; 2026Q2: 37,380 shares 37,380 $8.87M 0.3% +652 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,445 shares; 2025Q2: 87,317 shares; 2025Q3: 87,096 shares; 2025Q4: 89,984 shares; 2026Q1: 91,813 shares; 2026Q2: 91,464 shares 91,464 $8.18M 0.28% -349 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: 7 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 9 shares 9 $6.74M 0.23% -2 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: 9,852 shares; 2024Q4: 16,976 shares; 2025Q1: 9,367 shares; 2025Q2: 16,976 shares; 2025Q3: 16,875 shares; 2025Q4: 16,518 shares; 2026Q1: 15,040 shares; 2026Q2: 12,995 shares 12,995 $3.76M 0.13% -2,045 Timeline 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: 14,550 shares; 2024Q4: 14,638 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares; 2025Q3: 8,163 shares; 2025Q4: 16,069 shares; 2026Q1: 8,125 shares; 2026Q2: 3,655 shares 3,655 $1.75M 0.06% -4,470 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: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 2,567 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares; 2026Q2: 2,294 shares 2,294 $1.71M 0.06% -180 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,036 shares; 2024Q4: 36,036 shares; 2025Q1: 36,036 shares; 2025Q2: 36,036 shares; 2025Q3: 36,036 shares; 2025Q4: 36,036 shares; 2026Q1: 36,036 shares; 2026Q2: 36,036 shares 36,036 $1.47M 0.05% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,299 shares; 2024Q4: 10,432 shares; 2025Q1: 10,961 shares; 2025Q2: 11,518 shares; 2025Q3: 11,561 shares; 2025Q4: 11,698 shares; 2026Q1: 10,854 shares; 2026Q2: 11,662 shares 11,662 $1.22M 0.04% +808 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: not reported; 2024Q4: 2,354 shares; 2025Q1: 1,987 shares; 2025Q2: 2,303 shares; 2025Q3: 1,703 shares; 2025Q4: 1,704 shares; 2026Q1: 1,910 shares; 2026Q2: 1,787 shares 1,787 $667K 0.02% -123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares 391 $288K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,484 shares; 2024Q4: 27,484 shares; 2025Q1: 27,484 shares; 2025Q2: 27,484 shares; 2025Q3: 27,484 shares; 2025Q4: 27,484 shares; 2026Q1: 27,484 shares; 2026Q2: 8,274 shares 8,274 $233K 0.01% -19,210 Timeline