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: 329,424 shares; 2024Q4: 327,474 shares; 2025Q1: 320,642 shares; 2025Q2: 247,868 shares; 2025Q3: 243,503 shares; 2025Q4: 241,158 shares; 2026Q1: 215,409 shares 215,409 $103M 13.1% -25,749 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; 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; 2026Q1: 649,281 shares 649,281 $51.7M 6.56% -91,971 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; 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; 2026Q1: 78,379 shares 78,379 $44.8M 5.69% -10,238 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 152,450 shares 152,450 $43.7M 5.55% -69,594 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; 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; 2026Q1: 143,404 shares 143,404 $43.4M 5.5% -15,925 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; 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; 2026Q1: 201,162 shares 201,162 $34.1M 4.33% -14,430 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: 145,836 shares; 2024Q4: 146,236 shares; 2025Q1: 140,118 shares; 2025Q2: 124,625 shares; 2025Q3: 120,350 shares; 2025Q4: 119,543 shares; 2026Q1: 111,613 shares 111,613 $32.8M 4.17% -7,930 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 49,510 shares 49,510 $24.7M 3.14% -6,240 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; 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; 2026Q1: 119,950 shares 119,950 $24M 3.04% -12,500 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,063 shares 74,063 $20.8M 2.63% -5,855 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; 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; 2026Q1: 587,625 shares 587,625 $20.7M 2.63% -85,250 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; 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; 2026Q1: 372,614 shares 372,614 $18.7M 2.37% -26,250 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; 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; 2026Q1: 91,399 shares 91,399 $18.1M 2.3% -10,385 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 150,336 shares 150,336 $17.4M 2.21% -11,803 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 158,576 shares 158,576 $16.9M 2.15% -18,875 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 91,563 shares 91,563 $16.7M 2.12% -2,928 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; 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; 2026Q1: 246,610 shares 246,610 $16M 2.03% -27,778 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: not reported; 2026Q1: 74,095 shares 74,095 $16M 2.03% new 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; 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; 2026Q1: 632,381 shares 632,381 $15.7M 1.99% -74,119 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 543,843 shares 543,843 $15.3M 1.94% -40,925 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266,550 shares; 2025Q2: 228,150 shares; 2025Q3: 220,250 shares; 2025Q4: 220,250 shares; 2026Q1: 194,670 shares 194,670 $14.8M 1.88% -25,580 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; 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; 2026Q1: 264,964 shares 264,964 $14.3M 1.82% -31,056 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: 29,020 shares; 2024Q4: 29,020 shares; 2025Q1: 29,020 shares; 2025Q2: 23,550 shares; 2025Q3: 23,550 shares; 2025Q4: 23,550 shares; 2026Q1: 16,000 shares 16,000 $13.8M 1.76% -7,550 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 621,286 shares 621,286 $13.6M 1.72% -74,432 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 257,970 shares 257,970 $13.3M 1.68% -17,375 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 64,123 shares 64,123 $9.32M 1.18% -4,217 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,476 shares 58,476 $9.26M 1.18% -5,525 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: 36,800 shares; 2024Q4: 36,800 shares; 2025Q1: 85,201 shares; 2025Q2: 85,201 shares; 2025Q3: 85,201 shares; 2025Q4: 85,201 shares; 2026Q1: 75,958 shares 75,958 $9.02M 1.14% -9,243 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM 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: not reported; 2026Q1: 43,150 shares 43,150 $8.99M 1.14% new 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; 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; 2026Q1: 133,964 shares 133,964 $8.22M 1.04% -13,741 Timeline FISV FISERV INC More: the full row for FISERV 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: 53,700 shares; 2025Q4: 158,800 shares; 2026Q1: 141,718 shares 141,718 $7.91M 1% -17,082 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,537 shares 23,537 $7.39M 0.94% -3,688 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; 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; 2026Q1: 46,100 shares 46,100 $7.25M 0.92% -6,875 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; 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; 2026Q1: 183,927 shares 183,927 $6.91M 0.88% -21,673 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: 21,435 shares; 2024Q4: 20,970 shares; 2025Q1: 20,360 shares; 2025Q2: 19,290 shares; 2025Q3: 18,615 shares; 2025Q4: 18,400 shares; 2026Q1: 18,410 shares 18,410 $6.81M 0.86% +10 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774,059 shares; 2025Q4: 774,059 shares; 2026Q1: 691,953 shares 691,953 $6.72M 0.85% -82,106 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; 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; 2026Q1: 74,275 shares 74,275 $6.31M 0.8% -700 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 151,127 shares 151,127 $6.17M 0.78% -17,713 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 194,727 shares 194,727 $5.5M 0.7% -22,823 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,336 shares 52,336 $5.34M 0.68% -6,134 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; 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; 2026Q1: 95,263 shares 95,263 $4.31M 0.55% -5,125 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; 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; 2026Q1: 43,252 shares 43,252 $3M 0.38% -475 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,567 shares; 2026Q1: 25,918 shares 25,918 $2.38M 0.3% -6,649 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; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.18% 0 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: 3,528 shares; 2024Q4: 3,533 shares; 2025Q1: 3,529 shares; 2025Q2: 3,093 shares; 2025Q3: 3,005 shares; 2025Q4: 2,992 shares; 2026Q1: 2,674 shares 2,674 $668K 0.08% -318 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares; 2026Q1: 3,401 shares 3,401 $320K 0.04% -29 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,684 shares 12,684 $151K 0.02% 0 Timeline