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: 329,424 shares; 2024Q4: 327,474 shares; 2025Q1: 320,642 shares; 2025Q2: 247,868 shares; 2025Q3: 243,503 shares; 2025Q4: 241,158 shares 241,158 $121M 13.28% -2,345 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,755 shares; 2024Q4: 261,355 shares; 2025Q1: 259,235 shares; 2025Q2: 232,098 shares; 2025Q3: 226,973 shares; 2025Q4: 222,044 shares 222,044 $69.7M 7.63% -4,929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,888 shares; 2024Q4: 833,213 shares; 2025Q1: 805,377 shares; 2025Q2: 749,842 shares; 2025Q3: 746,692 shares; 2025Q4: 741,252 shares 741,252 $69.1M 7.57% -5,440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,848 shares; 2024Q4: 191,648 shares; 2025Q1: 182,714 shares; 2025Q2: 161,834 shares; 2025Q3: 161,269 shares; 2025Q4: 159,329 shares 159,329 $58.9M 6.46% -1,940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 108,180 shares; 2025Q1: 104,281 shares; 2025Q2: 92,006 shares; 2025Q3: 89,381 shares; 2025Q4: 88,617 shares 88,617 $58.5M 6.41% -764 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: 145,836 shares; 2024Q4: 146,236 shares; 2025Q1: 140,118 shares; 2025Q2: 124,625 shares; 2025Q3: 120,350 shares; 2025Q4: 119,543 shares 119,543 $38.5M 4.22% -807 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,206 shares; 2024Q4: 64,906 shares; 2025Q1: 63,480 shares; 2025Q2: 56,496 shares; 2025Q3: 56,034 shares; 2025Q4: 55,750 shares 55,750 $31.8M 3.49% -284 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,655 shares; 2024Q4: 94,555 shares; 2025Q1: 94,030 shares; 2025Q2: 82,105 shares; 2025Q3: 80,680 shares; 2025Q4: 79,918 shares 79,918 $28.8M 3.15% -762 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,490 shares; 2024Q4: 116,815 shares; 2025Q1: 115,574 shares; 2025Q2: 102,809 shares; 2025Q3: 102,209 shares; 2025Q4: 101,784 shares 101,784 $27.3M 2.99% -425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,300 shares; 2024Q4: 156,900 shares; 2025Q1: 152,830 shares; 2025Q2: 138,530 shares; 2025Q3: 134,330 shares; 2025Q4: 132,450 shares 132,450 $26.5M 2.9% -1,880 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: 255,975 shares; 2024Q4: 256,475 shares; 2025Q1: 255,549 shares; 2025Q2: 223,224 shares; 2025Q3: 217,074 shares; 2025Q4: 215,592 shares 215,592 $25.9M 2.84% -1,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,800 shares; 2024Q4: 455,400 shares; 2025Q1: 798,250 shares; 2025Q2: 692,100 shares; 2025Q3: 678,475 shares; 2025Q4: 672,875 shares 672,875 $22.4M 2.45% -5,600 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: 29,020 shares; 2024Q4: 29,020 shares; 2025Q1: 29,020 shares; 2025Q2: 23,550 shares; 2025Q3: 23,550 shares; 2025Q4: 23,550 shares 23,550 $19.3M 2.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,175 shares; 2024Q4: 229,275 shares; 2025Q1: 219,209 shares; 2025Q2: 189,384 shares; 2025Q3: 178,359 shares; 2025Q4: 177,451 shares 177,451 $18.7M 2.05% -908 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,250 shares; 2024Q4: 706,500 shares; 2025Q1: 706,500 shares; 2025Q2: 706,500 shares; 2025Q3: 706,500 shares; 2025Q4: 706,500 shares 706,500 $17M 1.86% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,314 shares; 2024Q4: 186,264 shares; 2025Q1: 186,112 shares; 2025Q2: 165,987 shares; 2025Q3: 162,562 shares; 2025Q4: 162,139 shares 162,139 $16.9M 1.85% -423 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,175 shares; 2024Q4: 482,875 shares; 2025Q1: 469,075 shares; 2025Q2: 405,325 shares; 2025Q3: 399,262 shares; 2025Q4: 398,864 shares 398,864 $16.2M 1.78% -398 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,000 shares; 2024Q4: 428,000 shares; 2025Q1: 519,218 shares; 2025Q2: 695,718 shares; 2025Q3: 695,718 shares; 2025Q4: 695,718 shares 695,718 $16.2M 1.77% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,651 shares; 2024Q4: 74,415 shares; 2025Q1: 73,066 shares; 2025Q2: 65,090 shares; 2025Q3: 64,527 shares; 2025Q4: 64,001 shares 64,001 $16.1M 1.77% -526 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,020 shares; 2024Q4: 296,020 shares; 2025Q1: 296,020 shares; 2025Q2: 296,020 shares; 2025Q3: 296,020 shares; 2025Q4: 296,020 shares 296,020 $15.9M 1.74% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266,550 shares; 2025Q2: 228,150 shares; 2025Q3: 220,250 shares; 2025Q4: 220,250 shares 220,250 $15.4M 1.69% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,725 shares; 2024Q4: 719,425 shares; 2025Q1: 690,485 shares; 2025Q2: 601,585 shares; 2025Q3: 591,360 shares; 2025Q4: 584,768 shares 584,768 $14.6M 1.6% -6,592 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,505 shares; 2024Q4: 150,205 shares; 2025Q1: 150,205 shares; 2025Q2: 147,705 shares; 2025Q3: 147,705 shares; 2025Q4: 147,705 shares 147,705 $12.3M 1.34% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 105,660 shares; 2025Q1: 105,236 shares; 2025Q2: 97,322 shares; 2025Q3: 94,846 shares; 2025Q4: 94,491 shares 94,491 $12.2M 1.34% -355 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: 36,800 shares; 2024Q4: 36,800 shares; 2025Q1: 85,201 shares; 2025Q2: 85,201 shares; 2025Q3: 85,201 shares; 2025Q4: 85,201 shares 85,201 $11.3M 1.24% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,900 shares; 2024Q4: 217,350 shares; 2025Q1: 217,350 shares; 2025Q2: 217,350 shares; 2025Q3: 446,950 shares; 2025Q4: 274,388 shares 274,388 $11.3M 1.24% -172,562 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,533 shares; 2024Q4: 74,199 shares; 2025Q1: 74,023 shares; 2025Q2: 69,704 shares; 2025Q3: 68,738 shares; 2025Q4: 68,340 shares 68,340 $10.9M 1.19% -398 Timeline FISV FISERV INC More: the full row for FISERV 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: 53,700 shares; 2025Q4: 158,800 shares 158,800 $10.7M 1.17% +105,100 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,585 shares; 2024Q4: 330,360 shares; 2025Q1: 331,902 shares; 2025Q2: 281,827 shares; 2025Q3: 277,577 shares; 2025Q4: 275,345 shares 275,345 $10.6M 1.16% -2,232 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,940 shares; 2024Q4: 168,840 shares; 2025Q1: 168,840 shares; 2025Q2: 168,840 shares; 2025Q3: 168,840 shares; 2025Q4: 168,840 shares 168,840 $10M 1.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774,059 shares; 2025Q4: 774,059 shares 774,059 $9.79M 1.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,475 shares; 2024Q4: 30,275 shares; 2025Q1: 30,275 shares; 2025Q2: 29,725 shares; 2025Q3: 29,725 shares; 2025Q4: 27,225 shares 27,225 $9.2M 1.01% -2,500 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: 21,435 shares; 2024Q4: 20,970 shares; 2025Q1: 20,360 shares; 2025Q2: 19,290 shares; 2025Q3: 18,615 shares; 2025Q4: 18,400 shares 18,400 $8.9M 0.97% -215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,450 shares; 2024Q4: 61,150 shares; 2025Q1: 55,650 shares; 2025Q2: 53,100 shares; 2025Q3: 53,100 shares; 2025Q4: 52,975 shares 52,975 $8.58M 0.94% -125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,000 shares; 2024Q4: 117,000 shares; 2025Q1: 117,000 shares; 2025Q2: 117,000 shares; 2025Q3: 117,000 shares; 2025Q4: 205,600 shares 205,600 $8.5M 0.93% +88,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,823 shares; 2024Q4: 89,373 shares; 2025Q1: 88,973 shares; 2025Q2: 80,275 shares; 2025Q3: 74,975 shares; 2025Q4: 74,975 shares 74,975 $7.39M 0.81% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,550 shares; 2024Q4: 217,550 shares; 2025Q1: 217,550 shares; 2025Q2: 217,550 shares; 2025Q3: 217,550 shares; 2025Q4: 217,550 shares 217,550 $6.33M 0.69% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,474 shares; 2024Q4: 78,424 shares; 2025Q1: 93,383 shares; 2025Q2: 86,859 shares; 2025Q3: 100,884 shares; 2025Q4: 100,388 shares 100,388 $5.86M 0.64% -496 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 58,470 shares; 2025Q1: 58,470 shares; 2025Q2: 58,470 shares; 2025Q3: 58,470 shares; 2025Q4: 58,470 shares 58,470 $5.63M 0.62% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,690 shares; 2024Q4: 57,215 shares; 2025Q1: 52,761 shares; 2025Q2: 50,111 shares; 2025Q3: 45,873 shares; 2025Q4: 43,727 shares 43,727 $2.8M 0.31% -2,146 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS 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: 32,567 shares 32,567 $2.65M 0.29% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.17% 0 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: 3,528 shares; 2024Q4: 3,533 shares; 2025Q1: 3,529 shares; 2025Q2: 3,093 shares; 2025Q3: 3,005 shares; 2025Q4: 2,992 shares 2,992 $639K 0.07% -13 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS 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: 3,430 shares 3,430 $285K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS 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: 750 shares 750 $222K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: 15,988 shares; 2025Q1: 15,334 shares; 2025Q2: 13,098 shares; 2025Q3: 12,798 shares; 2025Q4: 12,684 shares 12,684 $168K 0.02% -114 Timeline