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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,312 shares; 2024Q4: 326,312 shares; 2025Q1: 326,312 shares; 2025Q2: 326,312 shares 326,312 $99.2M 20.37% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,853 shares; 2024Q4: 65,260 shares; 2025Q1: 65,494 shares; 2025Q2: 88,490 shares 88,490 $50.3M 10.32% +22,996 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,340 shares; 2024Q4: 57,002 shares; 2025Q1: 65,475 shares; 2025Q2: 71,924 shares 71,924 $15.7M 3.23% +6,449 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,608 shares; 2024Q4: 67,551 shares; 2025Q1: 76,256 shares; 2025Q2: 82,157 shares 82,157 $15M 3.07% +5,901 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,357 shares; 2024Q4: 43,732 shares; 2025Q1: 46,761 shares; 2025Q2: 51,477 shares 51,477 $14.9M 3.06% +4,716 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,089 shares; 2024Q4: 132,091 shares; 2025Q1: 135,321 shares; 2025Q2: 148,011 shares 148,011 $14.5M 2.97% +12,690 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 30,085 shares; 2025Q1: 34,117 shares; 2025Q2: 37,432 shares 37,432 $13.3M 2.73% +3,315 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,038 shares; 2024Q4: 22,327 shares; 2025Q1: 23,806 shares; 2025Q2: 26,454 shares 26,454 $13.2M 2.7% +2,648 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,611 shares; 2024Q4: 37,870 shares; 2025Q1: 42,932 shares; 2025Q2: 46,236 shares 46,236 $12.3M 2.53% +3,304 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,902 shares; 2024Q4: 20,024 shares; 2025Q1: 22,815 shares; 2025Q2: 25,061 shares 25,061 $12.2M 2.5% +2,246 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,511 shares; 2024Q4: 105,487 shares; 2025Q1: 120,116 shares; 2025Q2: 131,021 shares 131,021 $12M 2.45% +10,905 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,076 shares; 2024Q4: 150,255 shares; 2025Q1: 170,719 shares; 2025Q2: 184,344 shares 184,344 $11.6M 2.38% +13,625 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 12,076 shares; 2025Q1: 13,838 shares; 2025Q2: 14,874 shares 14,874 $10.9M 2.24% +1,036 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 39,819 shares; 2025Q1: 46,174 shares; 2025Q2: 51,464 shares 51,464 $10.7M 2.19% +5,290 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,084 shares; 2024Q4: 21,468 shares; 2025Q1: 24,767 shares; 2025Q2: 27,661 shares 27,661 $10.1M 2.08% +2,894 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,130 shares; 2024Q4: 74,274 shares; 2025Q1: 86,352 shares; 2025Q2: 93,121 shares 93,121 $10M 2.06% +6,769 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,251 shares; 2024Q4: 50,669 shares; 2025Q1: 58,331 shares; 2025Q2: 65,131 shares 65,131 $9.95M 2.04% +6,800 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,480 shares; 2024Q4: 37,833 shares; 2025Q1: 42,641 shares; 2025Q2: 45,973 shares 45,973 $9.62M 1.98% +3,332 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,774 shares; 2024Q4: 39,901 shares; 2025Q1: 41,060 shares; 2025Q2: 46,754 shares 46,754 $9.59M 1.97% +5,694 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,226 shares; 2025Q2: 77,130 shares 77,130 $9.56M 1.96% +33,904 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,393 shares; 2024Q4: 23,274 shares; 2025Q1: 27,250 shares; 2025Q2: 30,291 shares 30,291 $8.85M 1.82% +3,041 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,869 shares; 2025Q1: 2,183 shares; 2025Q2: 2,380 shares 2,380 $8.84M 1.81% +197 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,828 shares; 2024Q4: 23,875 shares; 2025Q1: 27,905 shares; 2025Q2: 31,234 shares 31,234 $8.72M 1.79% +3,329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,004 shares; 2024Q4: 30,778 shares; 2025Q1: 35,948 shares; 2025Q2: 39,751 shares 39,751 $8.69M 1.78% +3,803 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,181 shares 27,181 $8.48M 1.74% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 6,015 shares; 2025Q1: 6,999 shares; 2025Q2: 7,690 shares 7,690 $8M 1.64% +691 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,021 shares; 2024Q4: 68,115 shares; 2025Q1: 78,068 shares; 2025Q2: 85,060 shares 85,060 $7.74M 1.59% +6,992 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,794 shares; 2024Q4: 57,245 shares; 2025Q1: 69,239 shares; 2025Q2: 77,365 shares 77,365 $7.35M 1.51% +8,126 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,161 shares; 2024Q4: 19,339 shares; 2025Q1: 23,334 shares; 2025Q2: 26,297 shares 26,297 $7.18M 1.48% +2,963 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,597 shares; 2024Q4: 111,270 shares; 2025Q1: 132,090 shares; 2025Q2: 149,777 shares 149,777 $6.93M 1.42% +17,687 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,979 shares; 2024Q4: 102,019 shares; 2025Q1: 121,079 shares; 2025Q2: 134,174 shares 134,174 $6.58M 1.35% +13,095 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,116 shares; 2024Q4: 46,375 shares; 2025Q1: 54,929 shares; 2025Q2: 61,359 shares 61,359 $6.47M 1.33% +6,430 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,143 shares; 2024Q4: 37,527 shares; 2025Q1: 39,419 shares; 2025Q2: 44,457 shares 44,457 $6.37M 1.31% +5,038 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,403 shares; 2024Q4: 39,428 shares; 2025Q1: 47,258 shares; 2025Q2: 53,867 shares 53,867 $6.16M 1.27% +6,609 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 26,473 shares; 2025Q1: 31,686 shares; 2025Q2: 35,852 shares 35,852 $5.82M 1.19% +4,166 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,992 shares; 2025Q1: 35,920 shares; 2025Q2: 41,065 shares 41,065 $5.26M 1.08% +5,145 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,810 shares; 2025Q1: 11,597 shares; 2025Q2: 13,361 shares 13,361 $4.99M 1.02% +1,764 Timeline