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; 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; 2026Q1: 326,312 shares 326,312 $105M 16.78% 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; 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; 2026Q1: 132,801 shares 132,801 $79.4M 12.72% +11,422 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 168,264 shares 168,264 $20.9M 3.35% +5,708 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: 44,251 shares; 2024Q4: 50,669 shares; 2025Q1: 58,331 shares; 2025Q2: 65,131 shares; 2025Q3: 70,844 shares; 2025Q4: 73,763 shares; 2026Q1: 77,002 shares 77,002 $18.8M 3.02% +3,239 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: 65,130 shares; 2024Q4: 74,274 shares; 2025Q1: 86,352 shares; 2025Q2: 93,121 shares; 2025Q3: 100,709 shares; 2025Q4: 104,478 shares; 2026Q1: 108,338 shares 108,338 $18.4M 2.95% +3,860 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; 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; 2026Q1: 59,195 shares 59,195 $17.4M 2.79% +2,438 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; 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; 2026Q1: 217,619 shares 217,619 $15.8M 2.54% +9,546 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; 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; 2026Q1: 95,597 shares 95,597 $15.8M 2.53% +3,874 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,148 shares 17,148 $14.8M 2.38% +637 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; 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; 2026Q1: 150,470 shares 150,470 $14.1M 2.27% +5,960 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,430 shares 55,430 $14.1M 2.25% +2,568 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: 17,902 shares; 2024Q4: 20,024 shares; 2025Q1: 22,815 shares; 2025Q2: 25,061 shares; 2025Q3: 26,996 shares; 2025Q4: 27,994 shares; 2026Q1: 29,339 shares 29,339 $14.1M 2.25% +1,345 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: 26,801 shares; 2024Q4: 30,085 shares; 2025Q1: 34,117 shares; 2025Q2: 37,432 shares; 2025Q3: 40,201 shares; 2025Q4: 41,742 shares; 2026Q1: 43,891 shares 43,891 $13.3M 2.13% +2,149 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: 20,828 shares; 2024Q4: 23,875 shares; 2025Q1: 27,905 shares; 2025Q2: 31,234 shares; 2025Q3: 34,193 shares; 2025Q4: 35,762 shares; 2026Q1: 37,511 shares 37,511 $13.2M 2.12% +1,749 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: 34,480 shares; 2024Q4: 37,833 shares; 2025Q1: 42,641 shares; 2025Q2: 45,973 shares; 2025Q3: 49,173 shares; 2025Q4: 50,845 shares; 2026Q1: 52,683 shares 52,683 $13.2M 2.11% +1,838 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; 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; 2026Q1: 61,933 shares 61,933 $12M 1.93% +3,085 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; 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; 2026Q1: 190,863 shares 190,863 $11.6M 1.86% +11,499 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,057 shares 31,057 $11.5M 1.84% +1,626 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,879 shares 36,879 $11.5M 1.84% +1,920 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 57,361 shares 57,361 $11.4M 1.82% +5,997 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; 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; 2026Q1: 33,498 shares 33,498 $11M 1.77% +1,821 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,155 shares 53,155 $11M 1.76% +2,995 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 93,821 shares 93,821 $10.8M 1.74% +5,275 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; 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; 2026Q1: 32,463 shares 32,463 $10.6M 1.7% +1,702 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; 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; 2026Q1: 9,107 shares 9,107 $9.93M 1.59% +400 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; 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; 2026Q1: 100,227 shares 100,227 $9.62M 1.54% +4,599 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; 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; 2026Q1: 49,140 shares 49,140 $9.6M 1.54% +6,798 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,825 shares 2,825 $9.54M 1.53% +133 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,181 shares; 2025Q3: 30,106 shares; 2025Q4: 31,794 shares; 2026Q1: 33,953 shares 33,953 $9.19M 1.47% +2,159 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,226 shares; 2025Q2: 77,130 shares; 2025Q3: 84,555 shares; 2025Q4: 88,915 shares; 2026Q1: 94,501 shares 94,501 $9.11M 1.46% +5,586 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; 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; 2026Q1: 50,558 shares 50,558 $9.1M 1.46% +2,482 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; 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; 2026Q1: 49,490 shares 49,490 $8.58M 1.38% +3,284 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; 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; 2026Q1: 72,686 shares 72,686 $8.55M 1.37% +3,450 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: not reported; 2025Q3: 18,411 shares; 2025Q4: 19,347 shares; 2026Q1: 20,495 shares 20,495 $8.13M 1.3% +1,148 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; 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; 2026Q1: 66,306 shares 66,306 $7.87M 1.26% +3,169 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,579 shares 46,579 $6.85M 1.1% -29,778 Timeline KMX CARMAX INC More: the full row for CARMAX 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: not reported; 2025Q3: not reported; 2025Q4: 121,143 shares; 2026Q1: 146,993 shares 146,993 $6.11M 0.98% +25,850 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,828 shares; 2026Q1: 18,450 shares 18,450 $5.91M 0.95% +3,622 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 174,026 shares 174,026 $5.78M 0.93% +18,180 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; 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; 2026Q1: 17,312 shares 17,312 $5.78M 0.93% +1,221 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,749 shares; 2026Q1: 22,418 shares 22,418 $4.86M 0.78% +4,669 Timeline