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: 329,424 shares; 2024Q4: 327,474 shares; 2025Q1: 320,642 shares; 2025Q2: 247,868 shares; 2025Q3: 243,503 shares 243,503 $122M 13.38% -4,365 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 108,180 shares; 2025Q1: 104,281 shares; 2025Q2: 92,006 shares; 2025Q3: 89,381 shares 89,381 $65.6M 7.17% -2,625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,888 shares; 2024Q4: 833,213 shares; 2025Q1: 805,377 shares; 2025Q2: 749,842 shares; 2025Q3: 746,692 shares 746,692 $62.6M 6.84% -3,150 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,755 shares; 2024Q4: 261,355 shares; 2025Q1: 259,235 shares; 2025Q2: 232,098 shares; 2025Q3: 226,973 shares 226,973 $55.3M 6.04% -5,125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,848 shares; 2024Q4: 191,648 shares; 2025Q1: 182,714 shares; 2025Q2: 161,834 shares; 2025Q3: 161,269 shares 161,269 $53.6M 5.85% -565 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: 145,836 shares; 2024Q4: 146,236 shares; 2025Q1: 140,118 shares; 2025Q2: 124,625 shares; 2025Q3: 120,350 shares 120,350 $38M 4.15% -4,275 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,206 shares; 2024Q4: 64,906 shares; 2025Q1: 63,480 shares; 2025Q2: 56,496 shares; 2025Q3: 56,034 shares 56,034 $31.9M 3.48% -462 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,655 shares; 2024Q4: 94,555 shares; 2025Q1: 94,030 shares; 2025Q2: 82,105 shares; 2025Q3: 80,680 shares 80,680 $27.8M 3.04% -1,425 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,490 shares; 2024Q4: 116,815 shares; 2025Q1: 115,574 shares; 2025Q2: 102,809 shares; 2025Q3: 102,209 shares 102,209 $25.2M 2.75% -600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,300 shares; 2024Q4: 156,900 shares; 2025Q1: 152,830 shares; 2025Q2: 138,530 shares; 2025Q3: 134,330 shares 134,330 $25.1M 2.74% -4,200 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: 255,975 shares; 2024Q4: 256,475 shares; 2025Q1: 255,549 shares; 2025Q2: 223,224 shares; 2025Q3: 217,074 shares 217,074 $24.5M 2.68% -6,150 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,900 shares; 2024Q4: 217,350 shares; 2025Q1: 217,350 shares; 2025Q2: 217,350 shares; 2025Q3: 446,950 shares 446,950 $21.1M 2.31% +229,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,800 shares; 2024Q4: 455,400 shares; 2025Q1: 798,250 shares; 2025Q2: 692,100 shares; 2025Q3: 678,475 shares 678,475 $20.7M 2.27% -13,625 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,000 shares; 2024Q4: 428,000 shares; 2025Q1: 519,218 shares; 2025Q2: 695,718 shares; 2025Q3: 695,718 shares 695,718 $19.7M 2.15% 0 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: 29,020 shares; 2024Q4: 29,020 shares; 2025Q1: 29,020 shares; 2025Q2: 23,550 shares; 2025Q3: 23,550 shares 23,550 $18.2M 1.99% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,175 shares; 2024Q4: 229,275 shares; 2025Q1: 219,209 shares; 2025Q2: 189,384 shares; 2025Q3: 178,359 shares 178,359 $17.9M 1.96% -11,025 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,175 shares; 2024Q4: 482,875 shares; 2025Q1: 469,075 shares; 2025Q2: 405,325 shares; 2025Q3: 399,262 shares 399,262 $17.5M 1.92% -6,063 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,314 shares; 2024Q4: 186,264 shares; 2025Q1: 186,112 shares; 2025Q2: 165,987 shares; 2025Q3: 162,562 shares 162,562 $17.4M 1.9% -3,425 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,651 shares; 2024Q4: 74,415 shares; 2025Q1: 73,066 shares; 2025Q2: 65,090 shares; 2025Q3: 64,527 shares 64,527 $17M 1.85% -563 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,905 shares; 2024Q4: 425,205 shares; 2025Q1: 416,069 shares; 2025Q2: 384,394 shares; 2025Q3: 372,156 shares 372,156 $16.7M 1.83% -12,238 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,250 shares; 2024Q4: 706,500 shares; 2025Q1: 706,500 shares; 2025Q2: 706,500 shares; 2025Q3: 706,500 shares 706,500 $16.4M 1.8% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,020 shares; 2024Q4: 296,020 shares; 2025Q1: 296,020 shares; 2025Q2: 296,020 shares; 2025Q3: 296,020 shares 296,020 $16M 1.75% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,725 shares; 2024Q4: 719,425 shares; 2025Q1: 690,485 shares; 2025Q2: 601,585 shares; 2025Q3: 591,360 shares 591,360 $15.1M 1.65% -10,225 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266,550 shares; 2025Q2: 228,150 shares; 2025Q3: 220,250 shares 220,250 $14.6M 1.6% -7,900 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 105,660 shares; 2025Q1: 105,236 shares; 2025Q2: 97,322 shares; 2025Q3: 94,846 shares 94,846 $12.9M 1.41% -2,476 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,533 shares; 2024Q4: 74,199 shares; 2025Q1: 74,023 shares; 2025Q2: 69,704 shares; 2025Q3: 68,738 shares 68,738 $12.2M 1.33% -966 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,505 shares; 2024Q4: 150,205 shares; 2025Q1: 150,205 shares; 2025Q2: 147,705 shares; 2025Q3: 147,705 shares 147,705 $9.91M 1.08% 0 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG 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: 774,059 shares 774,059 $9.65M 1.05% new 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: 21,435 shares; 2024Q4: 20,970 shares; 2025Q1: 20,360 shares; 2025Q2: 19,290 shares; 2025Q3: 18,615 shares 18,615 $9.64M 1.05% -675 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,585 shares; 2024Q4: 330,360 shares; 2025Q1: 331,902 shares; 2025Q2: 281,827 shares; 2025Q3: 277,577 shares 277,577 $9.54M 1.04% -4,250 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,475 shares; 2024Q4: 30,275 shares; 2025Q1: 30,275 shares; 2025Q2: 29,725 shares; 2025Q3: 29,725 shares 29,725 $9.29M 1.02% 0 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,940 shares; 2024Q4: 168,840 shares; 2025Q1: 168,840 shares; 2025Q2: 168,840 shares; 2025Q3: 168,840 shares 168,840 $9.2M 1.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,450 shares; 2024Q4: 61,150 shares; 2025Q1: 55,650 shares; 2025Q2: 53,100 shares; 2025Q3: 53,100 shares 53,100 $8.95M 0.98% 0 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: 36,800 shares; 2024Q4: 36,800 shares; 2025Q1: 85,201 shares; 2025Q2: 85,201 shares; 2025Q3: 85,201 shares 85,201 $8.81M 0.96% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,823 shares; 2024Q4: 89,373 shares; 2025Q1: 88,973 shares; 2025Q2: 80,275 shares; 2025Q3: 74,975 shares 74,975 $7.83M 0.86% -5,300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,000 shares; 2024Q4: 247,000 shares; 2025Q1: 247,000 shares; 2025Q2: 247,000 shares; 2025Q3: 247,000 shares 247,000 $7.76M 0.85% 0 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,550 shares; 2024Q4: 217,550 shares; 2025Q1: 217,550 shares; 2025Q2: 217,550 shares; 2025Q3: 217,550 shares 217,550 $7.35M 0.8% 0 Timeline FISV FISERV INC More: the full row for FISERV 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: 53,700 shares 53,700 $6.92M 0.76% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,474 shares; 2024Q4: 78,424 shares; 2025Q1: 93,383 shares; 2025Q2: 86,859 shares; 2025Q3: 100,884 shares 100,884 $6.77M 0.74% +14,025 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 58,470 shares; 2025Q1: 58,470 shares; 2025Q2: 58,470 shares; 2025Q3: 58,470 shares 58,470 $5.54M 0.61% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,000 shares; 2024Q4: 117,000 shares; 2025Q1: 117,000 shares; 2025Q2: 117,000 shares; 2025Q3: 117,000 shares 117,000 $3.73M 0.41% 0 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,551 shares; 2024Q4: 35,551 shares; 2025Q1: 35,551 shares; 2025Q2: 34,883 shares; 2025Q3: 34,883 shares 34,883 $3.29M 0.36% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,690 shares; 2024Q4: 57,215 shares; 2025Q1: 52,761 shares; 2025Q2: 50,111 shares; 2025Q3: 45,873 shares 45,873 $2.73M 0.3% -4,238 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,533 shares; 2025Q1: 3,529 shares; 2025Q2: 3,093 shares; 2025Q3: 3,005 shares 3,005 $602K 0.07% -88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 3,656 shares; 2025Q3: 3,430 shares 3,430 $333K 0.04% -226 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: 15,988 shares; 2025Q1: 15,334 shares; 2025Q2: 13,098 shares; 2025Q3: 12,798 shares 12,798 $195K 0.02% -300 Timeline