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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,312 shares; 2024Q4: 326,312 shares; 2025Q1: 326,312 shares; 2025Q2: 326,312 shares; 2025Q3: 326,312 shares; 2025Q4: 326,312 shares 326,312 $109M 18.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,853 shares; 2024Q4: 65,260 shares; 2025Q1: 65,494 shares; 2025Q2: 88,490 shares; 2025Q3: 88,762 shares; 2025Q4: 121,379 shares 121,379 $76.1M 12.64% +32,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,357 shares; 2024Q4: 43,732 shares; 2025Q1: 46,761 shares; 2025Q2: 51,477 shares; 2025Q3: 54,869 shares; 2025Q4: 56,757 shares 56,757 $18.3M 3.04% +1,888 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,089 shares; 2024Q4: 132,091 shares; 2025Q1: 135,321 shares; 2025Q2: 148,011 shares; 2025Q3: 158,037 shares; 2025Q4: 162,556 shares 162,556 $18.1M 3.01% +4,519 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,251 shares; 2024Q4: 50,669 shares; 2025Q1: 58,331 shares; 2025Q2: 65,131 shares; 2025Q3: 70,844 shares; 2025Q4: 73,763 shares 73,763 $15.3M 2.53% +2,919 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,340 shares; 2024Q4: 57,002 shares; 2025Q1: 65,475 shares; 2025Q2: 71,924 shares; 2025Q3: 74,297 shares; 2025Q4: 76,357 shares 76,357 $14.9M 2.47% +2,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,608 shares; 2024Q4: 67,551 shares; 2025Q1: 76,256 shares; 2025Q2: 82,157 shares; 2025Q3: 87,874 shares; 2025Q4: 91,723 shares 91,723 $14.7M 2.44% +3,849 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 30,085 shares; 2025Q1: 34,117 shares; 2025Q2: 37,432 shares; 2025Q3: 40,201 shares; 2025Q4: 41,742 shares 41,742 $14.6M 2.43% +1,541 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,511 shares; 2024Q4: 105,487 shares; 2025Q1: 120,116 shares; 2025Q2: 131,021 shares; 2025Q3: 139,688 shares; 2025Q4: 144,510 shares 144,510 $14.4M 2.4% +4,822 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,774 shares; 2024Q4: 39,901 shares; 2025Q1: 41,060 shares; 2025Q2: 46,754 shares; 2025Q3: 50,960 shares; 2025Q4: 52,862 shares 52,862 $14.4M 2.39% +1,902 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,038 shares; 2024Q4: 22,327 shares; 2025Q1: 23,806 shares; 2025Q2: 26,454 shares; 2025Q3: 28,364 shares; 2025Q4: 29,431 shares 29,431 $14.2M 2.36% +1,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,902 shares; 2024Q4: 20,024 shares; 2025Q1: 22,815 shares; 2025Q2: 25,061 shares; 2025Q3: 26,996 shares; 2025Q4: 27,994 shares 27,994 $14.1M 2.34% +998 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 12,076 shares; 2025Q1: 13,838 shares; 2025Q2: 14,874 shares; 2025Q3: 15,993 shares; 2025Q4: 16,511 shares 16,511 $13.5M 2.25% +518 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,130 shares; 2024Q4: 74,274 shares; 2025Q1: 86,352 shares; 2025Q2: 93,121 shares; 2025Q3: 100,709 shares; 2025Q4: 104,478 shares 104,478 $12.6M 2.09% +3,769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,076 shares; 2024Q4: 150,255 shares; 2025Q1: 170,719 shares; 2025Q2: 184,344 shares; 2025Q3: 199,294 shares; 2025Q4: 208,073 shares 208,073 $12.5M 2.08% +8,779 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,828 shares; 2024Q4: 23,875 shares; 2025Q1: 27,905 shares; 2025Q2: 31,234 shares; 2025Q3: 34,193 shares; 2025Q4: 35,762 shares 35,762 $11.7M 1.94% +1,569 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,611 shares; 2024Q4: 37,870 shares; 2025Q1: 42,932 shares; 2025Q2: 46,236 shares; 2025Q3: 49,476 shares; 2025Q4: 51,364 shares 51,364 $11.7M 1.94% +1,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,084 shares; 2024Q4: 21,468 shares; 2025Q1: 24,767 shares; 2025Q2: 27,661 shares; 2025Q3: 30,111 shares; 2025Q4: 31,677 shares 31,677 $10.9M 1.81% +1,566 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,480 shares; 2024Q4: 37,833 shares; 2025Q1: 42,641 shares; 2025Q2: 45,973 shares; 2025Q3: 49,173 shares; 2025Q4: 50,845 shares 50,845 $10.9M 1.8% +1,672 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,393 shares; 2024Q4: 23,274 shares; 2025Q1: 27,250 shares; 2025Q2: 30,291 shares; 2025Q3: 33,235 shares; 2025Q4: 34,959 shares 34,959 $10.7M 1.77% +1,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,181 shares; 2025Q3: 30,106 shares; 2025Q4: 31,794 shares 31,794 $10.5M 1.74% +1,688 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 39,819 shares; 2025Q1: 46,174 shares; 2025Q2: 51,464 shares; 2025Q3: 55,917 shares; 2025Q4: 58,848 shares 58,848 $10.2M 1.7% +2,931 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,226 shares; 2025Q2: 77,130 shares; 2025Q3: 84,555 shares; 2025Q4: 88,915 shares 88,915 $10.1M 1.68% +4,360 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,794 shares; 2024Q4: 57,245 shares; 2025Q1: 69,239 shares; 2025Q2: 77,365 shares; 2025Q3: 84,561 shares; 2025Q4: 88,546 shares 88,546 $9.7M 1.61% +3,985 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,597 shares; 2024Q4: 111,270 shares; 2025Q1: 132,090 shares; 2025Q2: 149,777 shares; 2025Q3: 168,640 shares; 2025Q4: 179,364 shares 179,364 $9.67M 1.61% +10,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,161 shares; 2024Q4: 19,339 shares; 2025Q1: 23,334 shares; 2025Q2: 26,297 shares; 2025Q3: 29,289 shares; 2025Q4: 30,761 shares 30,761 $9.54M 1.58% +1,472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,021 shares; 2024Q4: 68,115 shares; 2025Q1: 78,068 shares; 2025Q2: 85,060 shares; 2025Q3: 92,026 shares; 2025Q4: 95,628 shares 95,628 $9.17M 1.52% +3,602 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,869 shares; 2025Q1: 2,183 shares; 2025Q2: 2,380 shares; 2025Q3: 2,577 shares; 2025Q4: 2,692 shares 2,692 $9.13M 1.52% +115 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,411 shares; 2025Q4: 19,347 shares 19,347 $9.09M 1.51% +936 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 6,015 shares; 2025Q1: 6,999 shares; 2025Q2: 7,690 shares; 2025Q3: 8,369 shares; 2025Q4: 8,707 shares 8,707 $8.79M 1.46% +338 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,004 shares; 2024Q4: 30,778 shares; 2025Q1: 35,948 shares; 2025Q2: 39,751 shares; 2025Q3: 43,735 shares; 2025Q4: 46,206 shares 46,206 $8.57M 1.42% +2,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,403 shares; 2024Q4: 39,428 shares; 2025Q1: 47,258 shares; 2025Q2: 53,867 shares; 2025Q3: 59,950 shares; 2025Q4: 63,137 shares 63,137 $8.38M 1.39% +3,187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,992 shares; 2025Q1: 35,920 shares; 2025Q2: 41,065 shares; 2025Q3: 45,910 shares; 2025Q4: 48,076 shares 48,076 $8.15M 1.35% +2,166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,116 shares; 2024Q4: 46,375 shares; 2025Q1: 54,929 shares; 2025Q2: 61,359 shares; 2025Q3: 66,428 shares; 2025Q4: 69,236 shares 69,236 $8.12M 1.35% +2,808 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,143 shares; 2024Q4: 37,527 shares; 2025Q1: 39,419 shares; 2025Q2: 44,457 shares; 2025Q3: 47,392 shares; 2025Q4: 50,160 shares 50,160 $7.64M 1.27% +2,768 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 26,473 shares; 2025Q1: 31,686 shares; 2025Q2: 35,852 shares; 2025Q3: 39,975 shares; 2025Q4: 42,342 shares 42,342 $6.64M 1.1% +2,367 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,979 shares; 2024Q4: 102,019 shares; 2025Q1: 121,079 shares; 2025Q2: 134,174 shares; 2025Q3: 147,595 shares; 2025Q4: 155,846 shares 155,846 $6.1M 1.01% +8,251 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,749 shares 17,749 $5.15M 0.86% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,810 shares; 2025Q1: 11,597 shares; 2025Q2: 13,361 shares; 2025Q3: 15,030 shares; 2025Q4: 16,091 shares 16,091 $5.15M 0.85% +1,061 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,828 shares 14,828 $4.8M 0.8% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,143 shares 121,143 $4.68M 0.78% new Timeline