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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,312 shares; 2024Q4: 326,312 shares; 2025Q1: 326,312 shares; 2025Q2: 326,312 shares; 2025Q3: 326,312 shares 326,312 $107M 19.57% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,853 shares; 2024Q4: 65,260 shares; 2025Q1: 65,494 shares; 2025Q2: 88,490 shares; 2025Q3: 88,762 shares 88,762 $54.4M 9.94% +272 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,340 shares; 2024Q4: 57,002 shares; 2025Q1: 65,475 shares; 2025Q2: 71,924 shares; 2025Q3: 74,297 shares 74,297 $20.9M 3.82% +2,373 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,357 shares; 2024Q4: 43,732 shares; 2025Q1: 46,761 shares; 2025Q2: 51,477 shares; 2025Q3: 54,869 shares 54,869 $17.3M 3.16% +3,392 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,089 shares; 2024Q4: 132,091 shares; 2025Q1: 135,321 shares; 2025Q2: 148,011 shares; 2025Q3: 158,037 shares 158,037 $16.3M 2.98% +10,026 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,038 shares; 2024Q4: 22,327 shares; 2025Q1: 23,806 shares; 2025Q2: 26,454 shares; 2025Q3: 28,364 shares 28,364 $14.7M 2.69% +1,910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,608 shares; 2024Q4: 67,551 shares; 2025Q1: 76,256 shares; 2025Q2: 82,157 shares; 2025Q3: 87,874 shares 87,874 $14.3M 2.61% +5,717 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 30,085 shares; 2025Q1: 34,117 shares; 2025Q2: 37,432 shares; 2025Q3: 40,201 shares 40,201 $13.7M 2.51% +2,769 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,902 shares; 2024Q4: 20,024 shares; 2025Q1: 22,815 shares; 2025Q2: 25,061 shares; 2025Q3: 26,996 shares 26,996 $13.6M 2.48% +1,935 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,511 shares; 2024Q4: 105,487 shares; 2025Q1: 120,116 shares; 2025Q2: 131,021 shares; 2025Q3: 139,688 shares 139,688 $13.3M 2.44% +8,667 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,251 shares; 2024Q4: 50,669 shares; 2025Q1: 58,331 shares; 2025Q2: 65,131 shares; 2025Q3: 70,844 shares 70,844 $13.1M 2.4% +5,713 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,774 shares; 2024Q4: 39,901 shares; 2025Q1: 41,060 shares; 2025Q2: 46,754 shares; 2025Q3: 50,960 shares 50,960 $13M 2.37% +4,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,076 shares; 2024Q4: 150,255 shares; 2025Q1: 170,719 shares; 2025Q2: 184,344 shares; 2025Q3: 199,294 shares 199,294 $12.6M 2.31% +14,950 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 12,076 shares; 2025Q1: 13,838 shares; 2025Q2: 14,874 shares; 2025Q3: 15,993 shares 15,993 $12.4M 2.26% +1,119 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,611 shares; 2024Q4: 37,870 shares; 2025Q1: 42,932 shares; 2025Q2: 46,236 shares; 2025Q3: 49,476 shares 49,476 $12.2M 2.23% +3,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,084 shares; 2024Q4: 21,468 shares; 2025Q1: 24,767 shares; 2025Q2: 27,661 shares; 2025Q3: 30,111 shares 30,111 $12.2M 2.23% +2,450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,130 shares; 2024Q4: 74,274 shares; 2025Q1: 86,352 shares; 2025Q2: 93,121 shares; 2025Q3: 100,709 shares 100,709 $11.4M 2.08% +7,588 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,869 shares; 2025Q1: 2,183 shares; 2025Q2: 2,380 shares; 2025Q3: 2,577 shares 2,577 $11.1M 2.02% +197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,181 shares; 2025Q3: 30,106 shares 30,106 $10.4M 1.9% +2,925 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 39,819 shares; 2025Q1: 46,174 shares; 2025Q2: 51,464 shares; 2025Q3: 55,917 shares 55,917 $10.3M 1.88% +4,453 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,393 shares; 2024Q4: 23,274 shares; 2025Q1: 27,250 shares; 2025Q2: 30,291 shares; 2025Q3: 33,235 shares 33,235 $10.1M 1.85% +2,944 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,480 shares; 2024Q4: 37,833 shares; 2025Q1: 42,641 shares; 2025Q2: 45,973 shares; 2025Q3: 49,173 shares 49,173 $9.86M 1.8% +3,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,226 shares; 2025Q2: 77,130 shares; 2025Q3: 84,555 shares 84,555 $9.68M 1.77% +7,425 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,828 shares; 2024Q4: 23,875 shares; 2025Q1: 27,905 shares; 2025Q2: 31,234 shares; 2025Q3: 34,193 shares 34,193 $9.65M 1.76% +2,959 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,411 shares 18,411 $9.08M 1.66% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,004 shares; 2024Q4: 30,778 shares; 2025Q1: 35,948 shares; 2025Q2: 39,751 shares; 2025Q3: 43,735 shares 43,735 $8.81M 1.61% +3,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,116 shares; 2024Q4: 46,375 shares; 2025Q1: 54,929 shares; 2025Q2: 61,359 shares; 2025Q3: 66,428 shares 66,428 $8.78M 1.6% +5,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,021 shares; 2024Q4: 68,115 shares; 2025Q1: 78,068 shares; 2025Q2: 85,060 shares; 2025Q3: 92,026 shares 92,026 $8.35M 1.53% +6,966 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,794 shares; 2024Q4: 57,245 shares; 2025Q1: 69,239 shares; 2025Q2: 77,365 shares; 2025Q3: 84,561 shares 84,561 $8.31M 1.52% +7,196 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 6,015 shares; 2025Q1: 6,999 shares; 2025Q2: 7,690 shares; 2025Q3: 8,369 shares 8,369 $7.98M 1.46% +679 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,161 shares; 2024Q4: 19,339 shares; 2025Q1: 23,334 shares; 2025Q2: 26,297 shares; 2025Q3: 29,289 shares 29,289 $7.63M 1.39% +2,992 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,597 shares; 2024Q4: 111,270 shares; 2025Q1: 132,090 shares; 2025Q2: 149,777 shares; 2025Q3: 168,640 shares 168,640 $7.61M 1.39% +18,863 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,143 shares; 2024Q4: 37,527 shares; 2025Q1: 39,419 shares; 2025Q2: 44,457 shares; 2025Q3: 47,392 shares 47,392 $7.36M 1.35% +2,935 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,979 shares; 2024Q4: 102,019 shares; 2025Q1: 121,079 shares; 2025Q2: 134,174 shares; 2025Q3: 147,595 shares 147,595 $6.64M 1.21% +13,421 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,992 shares; 2025Q1: 35,920 shares; 2025Q2: 41,065 shares; 2025Q3: 45,910 shares 45,910 $6.4M 1.17% +4,845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,403 shares; 2024Q4: 39,428 shares; 2025Q1: 47,258 shares; 2025Q2: 53,867 shares; 2025Q3: 59,950 shares 59,950 $6.2M 1.13% +6,083 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 26,473 shares; 2025Q1: 31,686 shares; 2025Q2: 35,852 shares; 2025Q3: 39,975 shares 39,975 $5.63M 1.03% +4,123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,810 shares; 2025Q1: 11,597 shares; 2025Q2: 13,361 shares; 2025Q3: 15,030 shares 15,030 $4.94M 0.9% +1,669 Timeline