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: 329,424 shares; 2024Q4: 327,474 shares; 2025Q1: 320,642 shares; 2025Q2: 247,868 shares 247,868 $120M 13.42% -72,774 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 108,180 shares; 2025Q1: 104,281 shares; 2025Q2: 92,006 shares 92,006 $67.9M 7.57% -12,275 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,888 shares; 2024Q4: 833,213 shares; 2025Q1: 805,377 shares; 2025Q2: 749,842 shares 749,842 $60.1M 6.7% -55,535 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,848 shares; 2024Q4: 191,648 shares; 2025Q1: 182,714 shares; 2025Q2: 161,834 shares 161,834 $51.6M 5.75% -20,880 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,755 shares; 2024Q4: 261,355 shares; 2025Q1: 259,235 shares; 2025Q2: 232,098 shares 232,098 $41.2M 4.59% -27,137 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: 145,836 shares; 2024Q4: 146,236 shares; 2025Q1: 140,118 shares; 2025Q2: 124,625 shares 124,625 $36.1M 4.03% -15,493 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,206 shares; 2024Q4: 64,906 shares; 2025Q1: 63,480 shares; 2025Q2: 56,496 shares 56,496 $31.7M 3.54% -6,984 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,490 shares; 2024Q4: 116,815 shares; 2025Q1: 115,574 shares; 2025Q2: 102,809 shares 102,809 $30.7M 3.43% -12,765 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,651 shares; 2024Q4: 74,415 shares; 2025Q1: 73,066 shares; 2025Q2: 65,090 shares 65,090 $26.3M 2.93% -7,976 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,905 shares; 2024Q4: 425,205 shares; 2025Q1: 416,069 shares; 2025Q2: 384,394 shares 384,394 $25.8M 2.88% -31,675 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,655 shares; 2024Q4: 94,555 shares; 2025Q1: 94,030 shares; 2025Q2: 82,105 shares 82,105 $24.5M 2.73% -11,925 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: 255,975 shares; 2024Q4: 256,475 shares; 2025Q1: 255,549 shares; 2025Q2: 223,224 shares 223,224 $24.1M 2.68% -32,325 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,300 shares; 2024Q4: 156,900 shares; 2025Q1: 152,830 shares; 2025Q2: 138,530 shares 138,530 $23.2M 2.59% -14,300 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,800 shares; 2024Q4: 455,400 shares; 2025Q1: 798,250 shares; 2025Q2: 692,100 shares 692,100 $20.8M 2.32% -106,150 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,175 shares; 2024Q4: 482,875 shares; 2025Q1: 469,075 shares; 2025Q2: 405,325 shares 405,325 $17.5M 1.96% -63,750 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,175 shares; 2024Q4: 229,275 shares; 2025Q1: 219,209 shares; 2025Q2: 189,384 shares 189,384 $17.4M 1.94% -29,825 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: 29,020 shares; 2024Q4: 29,020 shares; 2025Q1: 29,020 shares; 2025Q2: 23,550 shares 23,550 $17.3M 1.92% -5,470 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,314 shares; 2024Q4: 186,264 shares; 2025Q1: 186,112 shares; 2025Q2: 165,987 shares 165,987 $17.1M 1.91% -20,125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266,550 shares; 2025Q2: 228,150 shares 228,150 $16.1M 1.8% -38,400 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,250 shares; 2024Q4: 706,500 shares; 2025Q1: 706,500 shares; 2025Q2: 706,500 shares 706,500 $15.6M 1.74% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,000 shares; 2024Q4: 428,000 shares; 2025Q1: 519,218 shares; 2025Q2: 695,718 shares 695,718 $15.3M 1.71% +176,500 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,020 shares; 2024Q4: 296,020 shares; 2025Q1: 296,020 shares; 2025Q2: 296,020 shares 296,020 $14.6M 1.63% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,725 shares; 2024Q4: 719,425 shares; 2025Q1: 690,485 shares; 2025Q2: 601,585 shares 601,585 $14.6M 1.63% -88,900 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 105,660 shares; 2025Q1: 105,236 shares; 2025Q2: 97,322 shares 97,322 $11.6M 1.29% -7,914 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,505 shares; 2024Q4: 150,205 shares; 2025Q1: 150,205 shares; 2025Q2: 147,705 shares 147,705 $11.5M 1.28% -2,500 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,533 shares; 2024Q4: 74,199 shares; 2025Q1: 74,023 shares; 2025Q2: 69,704 shares 69,704 $10M 1.12% -4,319 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: 36,800 shares; 2024Q4: 36,800 shares; 2025Q1: 85,201 shares; 2025Q2: 85,201 shares 85,201 $9.75M 1.09% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,450 shares; 2024Q4: 61,150 shares; 2025Q1: 55,650 shares; 2025Q2: 53,100 shares 53,100 $9.74M 1.09% -2,550 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: 21,435 shares; 2024Q4: 20,970 shares; 2025Q1: 20,360 shares; 2025Q2: 19,290 shares 19,290 $9.6M 1.07% -1,070 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,585 shares; 2024Q4: 330,360 shares; 2025Q1: 331,902 shares; 2025Q2: 281,827 shares 281,827 $9.53M 1.06% -50,075 Timeline THE SHYFT GROUP THE SHYFT GROUP More: the full row for THE SHYFT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,657 shares; 2024Q4: 582,657 shares; 2025Q1: 830,888 shares; 2025Q2: 744,170 shares 744,170 $9.33M 1.04% -86,718 OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,900 shares; 2024Q4: 217,350 shares; 2025Q1: 217,350 shares; 2025Q2: 217,350 shares 217,350 $9.13M 1.02% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,475 shares; 2024Q4: 30,275 shares; 2025Q1: 30,275 shares; 2025Q2: 29,725 shares 29,725 $8.91M 0.99% -550 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,000 shares; 2024Q4: 247,000 shares; 2025Q1: 247,000 shares; 2025Q2: 247,000 shares 247,000 $8.82M 0.98% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,823 shares; 2024Q4: 89,373 shares; 2025Q1: 88,973 shares; 2025Q2: 80,275 shares 80,275 $8.39M 0.94% -8,698 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,550 shares; 2024Q4: 217,550 shares; 2025Q1: 217,550 shares; 2025Q2: 217,550 shares 217,550 $7.84M 0.87% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,715 shares; 2024Q4: 124,715 shares; 2025Q1: 124,715 shares; 2025Q2: 118,715 shares 118,715 $6.96M 0.78% -6,000 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,474 shares; 2024Q4: 78,424 shares; 2025Q1: 93,383 shares; 2025Q2: 86,859 shares 86,859 $6.46M 0.72% -6,524 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,940 shares; 2024Q4: 168,840 shares; 2025Q1: 168,840 shares; 2025Q2: 168,840 shares 168,840 $5.71M 0.64% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 58,470 shares; 2025Q1: 58,470 shares; 2025Q2: 58,470 shares 58,470 $5.01M 0.56% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,000 shares; 2024Q4: 117,000 shares; 2025Q1: 117,000 shares; 2025Q2: 117,000 shares 117,000 $3.8M 0.42% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,690 shares; 2024Q4: 57,215 shares; 2025Q1: 52,761 shares; 2025Q2: 50,111 shares 50,111 $3.44M 0.38% -2,650 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,825 shares; 2025Q1: 9,791 shares; 2025Q2: 9,066 shares 9,066 $3.18M 0.35% -725 LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,551 shares; 2024Q4: 35,551 shares; 2025Q1: 35,551 shares; 2025Q2: 34,883 shares 34,883 $2.77M 0.31% -668 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,103 shares; 2024Q4: 120,103 shares; 2025Q1: 118,963 shares; 2025Q2: 102,054 shares 102,054 $2.34M 0.26% -16,909 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $1.46M 0.16% 0 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: 3,528 shares; 2024Q4: 3,533 shares; 2025Q1: 3,529 shares; 2025Q2: 3,093 shares 3,093 $648K 0.07% -436 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 3,656 shares 3,656 $297K 0.03% -661 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: 84,950 shares; 2024Q4: 85,200 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares 1,007 $207K 0.02% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP 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: 2,100 shares 2,100 $207K 0.02% new Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: 15,988 shares; 2025Q1: 15,334 shares; 2025Q2: 13,098 shares 13,098 $194K 0.02% -2,236 Timeline