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: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 759 shares 759 $545M 47.49% -24 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: 157,080 shares; 2024Q4: 157,080 shares; 2025Q1: 157,080 shares; 2025Q2: 157,080 shares; 2025Q3: 157,080 shares; 2025Q4: 157,080 shares; 2026Q1: 157,080 shares 157,080 $77.9M 6.79% 0 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: 339,440 shares; 2024Q4: 339,440 shares; 2025Q1: 339,440 shares; 2025Q2: 339,440 shares; 2025Q3: 339,440 shares; 2025Q4: 339,440 shares; 2026Q1: 308,760 shares 308,760 $75.5M 6.58% -30,680 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: 299,290 shares; 2024Q4: 299,290 shares; 2025Q1: 299,290 shares; 2025Q2: 299,290 shares; 2025Q3: 299,290 shares; 2025Q4: 299,290 shares; 2026Q1: 299,290 shares 299,290 $50.8M 4.42% 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: 153,680 shares; 2024Q4: 153,680 shares; 2025Q1: 153,680 shares; 2025Q2: 153,680 shares; 2025Q3: 153,680 shares; 2025Q4: 153,680 shares; 2026Q1: 153,930 shares 153,930 $46.5M 4.05% +250 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,170 shares; 2024Q4: 185,170 shares; 2025Q1: 185,170 shares; 2025Q2: 185,370 shares; 2025Q3: 185,370 shares; 2025Q4: 185,170 shares; 2026Q1: 185,170 shares 185,170 $35.1M 3.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,330 shares; 2024Q4: 190,330 shares; 2025Q1: 190,330 shares; 2025Q2: 190,330 shares; 2025Q3: 190,330 shares; 2025Q4: 190,330 shares; 2026Q1: 190,330 shares 190,330 $34.7M 3.02% 0 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: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares; 2025Q3: 140,000 shares; 2025Q4: 140,000 shares; 2026Q1: 119,000 shares 119,000 $34.1M 2.97% -21,000 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,900 shares; 2024Q4: 341,900 shares; 2025Q1: 341,900 shares; 2025Q2: 341,900 shares; 2025Q3: 341,900 shares; 2025Q4: 341,900 shares; 2026Q1: 341,900 shares 341,900 $31.8M 2.77% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,700 shares; 2024Q4: 52,700 shares; 2025Q1: 52,700 shares; 2025Q2: 53,040 shares; 2025Q3: 53,040 shares; 2025Q4: 53,040 shares; 2026Q1: 53,040 shares 53,040 $23.1M 2.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,800 shares; 2024Q4: 244,800 shares; 2025Q1: 244,800 shares; 2025Q2: 205,810 shares; 2025Q3: 205,810 shares; 2025Q4: 194,130 shares; 2026Q1: 194,130 shares 194,130 $23M 2.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,390 shares; 2024Q4: 74,390 shares; 2025Q1: 74,390 shares; 2025Q2: 74,390 shares; 2025Q3: 74,390 shares; 2025Q4: 74,390 shares; 2026Q1: 60,000 shares 60,000 $21.2M 1.85% -14,390 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,410 shares; 2024Q4: 49,410 shares; 2025Q1: 49,410 shares; 2025Q2: 43,070 shares; 2025Q3: 43,070 shares; 2025Q4: 43,070 shares; 2026Q1: 43,070 shares 43,070 $19.9M 1.73% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,210 shares; 2024Q4: 433,210 shares; 2025Q1: 297,110 shares; 2025Q2: 238,210 shares; 2025Q3: 238,210 shares; 2025Q4: 238,210 shares; 2026Q1: 196,060 shares 196,060 $12.9M 1.13% -42,150 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; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 19,200 shares; 2025Q1: 19,200 shares; 2025Q2: 19,200 shares; 2025Q3: 19,200 shares; 2025Q4: 19,200 shares; 2026Q1: 19,200 shares 19,200 $11.5M 1% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,710 shares; 2024Q4: 219,710 shares; 2025Q1: 219,710 shares; 2025Q2: 216,310 shares; 2025Q3: 216,310 shares; 2025Q4: 216,310 shares; 2026Q1: 150,000 shares 150,000 $11.3M 0.99% -66,310 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,990 shares; 2024Q4: 30,990 shares; 2025Q1: 30,990 shares; 2025Q2: 30,990 shares; 2025Q3: 30,990 shares; 2025Q4: 30,990 shares; 2026Q1: 30,990 shares 30,990 $10.9M 0.95% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,400 shares; 2024Q4: 147,400 shares; 2025Q1: 147,400 shares; 2025Q2: 147,400 shares; 2025Q3: 147,400 shares; 2025Q4: 147,400 shares; 2026Q1: 147,400 shares 147,400 $10.7M 0.93% 0 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,950 shares 136,950 $10.4M 0.9% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 100,500 shares; 2025Q1: 100,500 shares; 2025Q2: 100,500 shares; 2025Q3: 100,500 shares; 2025Q4: 100,500 shares; 2026Q1: 100,500 shares 100,500 $8.53M 0.74% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $5M 0.44% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,606 shares; 2024Q4: 53,606 shares; 2025Q1: 53,606 shares; 2025Q2: 54,556 shares; 2025Q3: 54,556 shares; 2025Q4: 54,556 shares; 2026Q1: 54,556 shares 54,556 $4.82M 0.42% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,300 shares; 2024Q4: 130,300 shares; 2025Q1: 130,300 shares; 2025Q2: 130,300 shares; 2025Q3: 130,300 shares; 2025Q4: 130,300 shares; 2026Q1: 130,300 shares 130,300 $4.79M 0.42% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,620 shares 90,620 $4.51M 0.39% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,523 shares; 2024Q4: 68,523 shares; 2025Q1: 16,623 shares; 2025Q2: 15,523 shares; 2025Q3: 15,523 shares; 2025Q4: 15,523 shares; 2026Q1: 15,223 shares 15,223 $3.8M 0.33% -300 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; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 23,970 shares; 2025Q1: 23,970 shares; 2025Q2: 23,970 shares; 2025Q3: 23,970 shares; 2025Q4: 23,970 shares; 2026Q1: 23,970 shares 23,970 $3.77M 0.33% 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: 48,400 shares; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,400 shares; 2025Q3: 48,400 shares; 2025Q4: 48,400 shares; 2026Q1: 48,400 shares 48,400 $3.68M 0.32% 0 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; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares 7,670 $3.67M 0.32% 0 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; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 18,630 shares; 2025Q1: 18,630 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares; 2026Q1: 18,630 shares 18,630 $2.6M 0.23% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $2.54M 0.22% 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; 2024Q2: restricted; 2024Q3: 47,630 shares; 2024Q4: 47,630 shares; 2025Q1: 47,630 shares; 2025Q2: 47,630 shares; 2025Q3: 47,630 shares; 2025Q4: 47,630 shares; 2026Q1: 8,024 shares 8,024 $2.39M 0.21% -39,606 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: 11,780 shares; 2024Q4: 11,780 shares; 2025Q1: 11,330 shares; 2025Q2: 8,230 shares; 2025Q3: 7,630 shares; 2025Q4: 7,390 shares; 2026Q1: 7,390 shares 7,390 $2.12M 0.19% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,240 shares; 2024Q4: 40,240 shares; 2025Q1: 40,240 shares; 2025Q2: 40,240 shares; 2025Q3: 40,240 shares; 2025Q4: 40,240 shares; 2026Q1: 40,240 shares 40,240 $1.96M 0.17% 0 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; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $990K 0.09% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,380 shares; 2024Q4: 17,380 shares; 2025Q1: 17,380 shares; 2025Q2: 17,820 shares; 2025Q3: 17,820 shares; 2025Q4: 17,820 shares; 2026Q1: 3,940 shares 3,940 $845K 0.07% -13,880 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,959 shares; 2024Q4: 49,959 shares; 2025Q1: 49,959 shares; 2025Q2: 49,959 shares; 2025Q3: 49,959 shares; 2025Q4: 49,959 shares; 2026Q1: 49,959 shares 49,959 $731K 0.06% 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; 2024Q2: restricted; 2024Q3: 130,460 shares; 2024Q4: 130,460 shares; 2025Q1: 130,460 shares; 2025Q2: 124,000 shares; 2025Q3: 124,000 shares; 2025Q4: 100,070 shares; 2026Q1: 7,000 shares 7,000 $557K 0.05% -93,070 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,600 shares; 2024Q4: 64,700 shares; 2025Q1: 63,800 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares; 2026Q1: 7,750 shares 7,750 $428K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 7,340 shares; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 7,340 shares; 2025Q4: 7,340 shares; 2026Q1: 690 shares 690 $417K 0.04% -6,650 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; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,730 shares; 2025Q1: 2,730 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $401K 0.03% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares 3,370 $384K 0.03% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 3,440 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 1,660 shares 1,660 $315K 0.03% -2,710 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,697 shares; 2026Q1: 4,697 shares 4,697 $307K 0.03% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $296K 0.03% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,585 shares; 2024Q4: 85,585 shares; 2025Q1: 85,585 shares; 2025Q2: 85,585 shares; 2025Q3: 85,585 shares; 2025Q4: 85,585 shares; 2026Q1: 85,585 shares 85,585 $263K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,790 shares; 2024Q4: 18,790 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 3,190 shares; 2025Q4: 2,350 shares; 2026Q1: 1,760 shares 1,760 $256K 0.02% -590 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 7,500 shares; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares 6,150 $249K 0.02% 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: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 910 shares 910 $242K 0.02% -2,800 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; 2024Q2: restricted; 2024Q3: 8,740 shares; 2024Q4: 8,990 shares; 2025Q1: 9,280 shares; 2025Q2: 9,280 shares; 2025Q3: 9,580 shares; 2025Q4: 9,580 shares; 2026Q1: 840 shares 840 $229K 0.02% -8,740 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $144K 0.01% 0 Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,020 shares; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 20,020 shares; 2025Q3: 20,020 shares; 2025Q4: 20,020 shares; 2026Q1: 20,020 shares 20,020 $34K <0.01% 0 Timeline