HolderBook

CONGRESS ASSET MANAGEMENT CO

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
897378
Reported value
$16.3B
Positions
376
Top 10 weight
18.6%
Filed
2026-07-07
Days after quarter end
7

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
NVIDIA CORPORATIONNVDA$525.8M2,627,9473.24%+0.10pp21q+4.7%+$23.6M
APPLE INCAAPL$465.8M1,609,7462.87%-0.10pp31q-1.3%-$6.3M
ALPHABET INCGOOGL$364.6M1,020,1912.24%+0.07pp31q-3.3%-$12.3M
MICROSOFT CORPMSFT$304.1M815,3231.87%+0.18pp31q+27.8%+$66.1M
BROADCOM INCAVGO$278.9M738,3061.72%+0.04pp31q-2.6%-$7.3M
VISA INCV$227.6M663,5191.40%+0.18pp31q+18.0%+$34.8M
GE VERNOVA INCGEV$226.4M192,6721.39%+0.15pp3q-3.1%-$7.2M
AMPHENOL CORPAPH$215.3M1,220,8211.32%+0.45pp31q+26.2%+$44.7M
LIGAND PHARMACEUTICALS INCLGND$208.6M659,9111.28%+0.56pp9q+30.8%+$49.1M
ARISTA NETWORKS INCANET$199.9M1,176,6061.23%-0.29pp7q-32.1%-$94.5M
COSTCO WHOLESALE CORPORATIONCOST$195.4M208,8511.20%-0.34pp31q-3.3%-$6.7M
STERLING INFRASTRUCTURE INCSTRL$193.4M230,4121.19%-0.26pp13q-53.6%-$223.8M
GOLDMAN SACHS GROUP INCGS$184.2M182,0931.13%-0.02pp18q-3.9%-$7.4M
UFP TECHNOLOGIES INCUFPT$182.3M687,4391.12%+0.40pp16q+31.3%+$43.5M
EATON CORP PLCETN$176.0M413,0771.08%-0.21pp23q-18.0%-$38.6M
ASML HLDG NVASML$175.6M88,2651.08%+0.30pp15q+6.8%+$11.2M
AMAZON COM INCAMZN$174.9M733,8431.08%-0.27pp31q-18.7%-$40.3M
MOOG INCMOGA$172.2M406,3241.06%+0.22pp12q+0.9%+$1.6M
MONGODB INCMDB$171.7M511,2271.06%+0.53pp3q+69.3%+$70.3M
MODINE MFG COMOD$168.0M629,2681.03%+0.02pp13q-3.3%-$5.7M
HOWMET AEROSPACE INCHWM$167.4M622,4431.03%-0.29pp9q-21.8%-$46.8M
NVENT ELEC PLCNVT$166.9M983,8751.03%+0.08pp12q-12.3%-$23.4M
META PLATFORMS INCMETA$164.6M292,2031.01%-0.23pp14q-3.9%-$6.6M
WELLTOWER INCWELL$163.8M721,6011.01%-0.06pp5q-3.8%-$6.5M
ENPRO INCNPO$163.3M433,1121.00%+0.29pp20q+8.7%+$13.1M
NOVANTA INCNOVT$158.0M973,7670.97%+0.20pp4q+7.0%+$10.4M
CURTISS WRIGHT CORPCW$150.6M198,7580.93%-0.19pp18q-12.8%-$22.0M
PARKER-HANNIFIN CORPPH$149.5M152,8620.92%-0.10pp11q-4.0%-$6.2M
ELI LILLY & COLLY$147.6M123,0600.91%+0.22pp18q+18.2%+$22.7M
ARM HOLDINGS PLCARM$145.0M409,0490.89%-newNEW
TG THERAPEUTICS INCTGTX$142.9M2,600,1230.88%+0.36pp3q+19.9%+$23.7M
TKO GROUP HOLDINGS INCTKO$142.3M706,6910.88%-0.18pp5q-2.9%-$4.3M
TJX COS INC NEWTJX$140.1M924,4630.86%-0.52pp31q-23.2%-$42.3M
REPLIGEN CORPRGEN$138.1M1,012,2260.85%+0.18pp31q+26.9%+$29.2M
OREILLY AUTOMOTIVE INCORLY$135.4M1,470,1480.83%-0.18pp23q-3.6%-$5.0M
INTERACTIVE BROKERS GROUP INIBKR$133.0M1,527,7390.82%+0.35pp3q+57.3%+$48.4M
BOOT BARN HLDGS INCBOOT$131.0M797,6190.81%+0.05pp30q+11.2%+$13.1M
COMMVAULT SYS INCCVLT$130.8M923,0660.81%+0.38pp9q+20.1%+$21.9M
WILLIAMS COS INCWMB$129.9M1,747,8960.80%-0.15pp6q-4.0%-$5.4M
VERICEL CORPVCEL$129.7M2,916,2950.80%+0.45pp12q+93.5%+$62.7M
UNIVERSAL TECHNICAL INST INCUTI$128.3M3,000,5950.79%+0.23pp5q+39.4%+$36.3M
ECOLAB INCECL$126.8M454,9640.78%-0.12pp9q-4.1%-$5.4M
CREDO TECHNOLOGY GROUP HOLDICRDO$124.7M458,3750.77%+0.53pp5q+28.1%+$27.3M
LIVANOVA PLCLIVN$123.5M1,502,2440.76%+0.18pp2q+17.8%+$18.7M
MIRION TECHNOLOGIES INCMIR$119.9M6,685,4340.74%+0.59pp2q+500.1%+$99.9M
INTUITIVE SURGICAL INCISRG$119.7M300,9500.74%-0.30pp15q-3.7%-$4.6M
INTERDIGITAL INCIDCC$119.3M421,4330.73%-0.10pp7q+9.2%+$10.0M
QUANTA SVCS INCPWR$117.6M163,3360.72%+0.05pp17q-4.0%-$4.9M
KULICKE & SOFFA INDS INCKLIC$117.4M878,0020.72%-newNEW
BRINKER INTL INCEAT$115.1M685,3480.71%+0.08pp3q+11.3%+$11.7M
SENSIENT TECHNOLOGIES CORPSXT$114.7M930,3390.71%+0.18pp6q+9.6%+$10.0M
HILTON WORLDWIDE HLDGS INCHLT$114.1M345,2520.70%-0.07pp2q-2.1%-$2.4M
JFROG LTDFROG$112.9M1,241,9910.69%+0.35pp2q+22.6%+$20.8M
MONOLITHIC PWR SYS INCMPWR$111.2M80,4250.68%+0.03pp31q-3.5%-$4.0M
PJT PARTNERS INCPJT$109.2M723,4740.67%+0.07pp9q+19.7%+$18.0M
AMERIS BANCORPABCB$107.6M1,192,2700.66%+0.05pp22q+8.8%+$8.7M
CHAMPION HOMES INCSKY$106.9M1,212,9600.66%+0.10pp21q+16.5%+$15.2M
ATLANTIC UN BANKSHARES CORPAUB$105.8M2,501,1640.65%+0.08pp5q+11.6%+$11.0M
RAMBUS INC DELRMBS$103.3M777,9930.64%-0.15pp7q-39.0%-$66.1M
IMAX CORPIMAX$101.1M2,537,2900.62%+0.21pp2q+68.0%+$40.9M
IDEXX LABS INCIDXX$100.1M190,1930.62%-0.06pp31q+14.1%+$12.4M
UBER TECHNOLOGIES INCUBER$96.8M1,341,8260.60%-0.12pp6q-3.9%-$3.9M
HALOZYME THERAPEUTICS INCHALO$96.2M1,229,1060.59%flat13q-4.0%-$4.0M
KIRBY CORPKEX$95.7M703,7280.59%-0.01pp3q+12.5%+$10.6M
TAPESTRY INCTPR$95.2M650,3540.59%+0.01pp4q+14.4%+$12.0M
FEDERAL SIGNAL CORPFSS$93.3M726,1380.57%+0.08pp5q+13.0%+$10.8M
MOODYS CORPMCO$93.0M205,3240.57%-0.09pp31q-3.8%-$3.6M
LEMAITRE VASCULAR INCLMAT$92.5M963,7060.57%-0.08pp25q+15.5%+$12.4M
CASEYS GEN STORES INCCASY$91.3M114,8170.56%-0.06pp10q-3.3%-$3.1M
ARCHROCK INCAROC$90.1M2,213,2080.55%-newNEW
JBT MAREL CORPORATIONJBTM$87.6M604,0220.54%+0.03pp5q+8.4%+$6.8M
SHOPIFY INCSHOP$87.3M764,6010.54%-0.14pp7q-3.5%-$3.1M
EMCOR GROUP INCEME$87.2M105,0970.54%-0.05pp31q-4.6%-$4.2M
VIKING HOLDINGS LTDVIK$86.6M827,8350.53%+0.09pp4q-2.3%-$2.0M
CRANE COMPANYCR$85.4M382,9100.53%+0.05pp13q-2.3%-$2.1M
BALCHEM CORPBCPC$84.9M502,5710.52%-0.02pp31q+12.7%+$9.6M
CSW INDUSTRIALS INCCSW$83.6M300,5060.51%+0.04pp14q+19.1%+$13.4M
MERIT MED SYS INCMMSI$82.1M1,184,3370.51%flat11q+15.1%+$10.8M
AEROVIRONMENT INCAVAV$81.8M495,6400.50%-0.01pp16q+26.3%+$17.0M
ACI WORLDWIDE INCACIW$80.1M1,592,3060.49%-0.05pp7q-13.2%-$12.1M
ALNYLAM PHARMACEUTICALS INCALNY$80.0M265,7010.49%-0.19pp4q-7.0%-$6.0M
VITA COCO CO INCCOCO$79.8M1,207,1020.49%-newNEW
TEXAS INSTRS INCTXN$79.1M265,2220.49%+0.48pp7q+5820.1%+$77.7M
POWER INTEGRATIONS INCPOWI$77.9M930,0590.48%-newNEW
AXON ENTERPRISE INCAXON$77.8M138,8220.48%-newNEW
COHERENT CORPCOHR$75.3M190,7820.46%+0.46pp2q+15798.5%+$74.8M
HEICO CORP NEWHEI$75.1M210,7550.46%+0.05pp31qHELD
RAYMOND JAMES FINL INCRJF$70.0M460,2280.43%-0.06pp31q-2.4%-$1.7M
NOVA LTDNVMI$69.4M127,9100.43%-0.32pp11q-46.6%-$60.7M
MICRON TECHNOLOGY INCMU$68.7M59,5380.42%-newNEW
DATADOG INCDDOG$68.0M261,0230.42%+0.19pp6q-2.1%-$1.4M
CARGURUS INCCARG$67.4M1,976,3480.41%-0.10pp4q-6.4%-$4.6M
PALANTIR TECHNOLOGIES INCPLTR$59.9M512,9910.37%-0.14pp6q+5.8%+$3.3M
CRANE NXT COCXT$59.7M1,166,2610.37%-0.03pp11q-14.9%-$10.5M
UMB FINL CORPUMBF$56.6M396,6470.35%+0.23pp28q+162.1%+$35.0M
QNITY ELECTRONICS INCQ$56.4M345,3160.35%+0.07pp2q+1.4%+$753.0K
ADVANCED ENERGY INDSAEIS$56.1M150,5100.35%-0.13pp3q-27.4%-$21.2M
CLOUDFLARE INCNET$55.7M226,9210.34%-0.06pp5q-17.1%-$11.5M
TERADYNE INCTER$52.2M107,9150.32%+0.09pp20qHELD
COMFORT SYS USA INCFIX$50.9M25,7040.31%-0.23pp18q-53.4%-$58.4M
FASTENAL COFAST$50.4M1,050,1220.31%-0.05pp5q-2.2%-$1.1M
VALMONT INDS INCVMI$50.3M87,1430.31%+0.05pp22q-3.0%-$1.6M
CARPENTER TECHNOLOGY CORPCRS$49.8M80,7790.31%+0.07pp2q-2.6%-$1.3M
OLLIES BARGAIN OUTLET HLDGSOLLI$48.7M633,3910.30%-0.27pp9q-27.0%-$18.1M
API GROUP CORPAPG$48.7M1,149,2910.30%-0.04pp3q-2.7%-$1.4M
DUTCH BROS INCBROS$46.6M648,4570.29%+0.21pp4q+198.7%+$31.0M
ROSS STORES INCROST$45.2M212,5680.28%-0.06pp3q-2.9%-$1.4M
CATERPILLAR INCCAT$44.4M41,6510.27%+0.05pp25q-3.6%-$1.6M
FLOWSERVE CORPFLS$43.7M589,8290.27%+0.21pp2q+391.7%+$34.8M
RUBRIK INC.RBRK$43.3M539,6840.27%+0.08pp2q-1.1%-$485.0K
KARMAN HLDGS INCKRMN$43.1M863,3080.27%-0.14pp3q+22.1%+$7.8M
ENCOMPASS HEALTH CORPEHC$41.1M406,1210.25%-0.04pp5q-3.9%-$1.6M
DELL TECHNOLOGIES INCDELL$40.8M94,6750.25%+0.08pp7q-35.2%-$22.2M
TERRENO RLTY CORPTRNO$39.3M606,0050.24%-0.03pp19q-1.6%-$632.2K
CAVA GROUP INCCAVA$39.1M498,3440.24%-0.04pp6q+1.3%+$493.2K
D R HORTON INCDHI$37.8M232,1210.23%+0.03pp4q+12.7%+$4.3M
ENTEGRIS INCENTG$37.6M208,9300.23%+0.05pp26q-2.6%-$998.0K
ROKU INCROKU$36.8M266,6090.23%-newNEW
MYR GROUP INCMYRG$36.8M73,5090.23%+0.03pp9q-24.4%-$11.9M
STERIS PLCSTE$36.0M170,9670.22%-0.02pp30q+13.7%+$4.3M
EXPEDIA GROUP INCEXPE$36.0M140,6750.22%+0.01pp2q+11.7%+$3.8M
ANALOG DEVICES INCADI$35.3M88,9020.22%+0.03pp31q+8.2%+$2.7M
MARTIN MARIETTA MATLS INCMLM$35.1M60,9500.22%-0.79pp25q-74.4%-$102.1M
AFFIRM HLDGS INCAFRM$34.8M426,4700.21%+0.21pp2q+4638.6%+$34.0M
JPMORGAN CHASE & COJPM$34.2M104,5170.21%-0.02pp31q-2.9%-$1.0M
TOAST INCTOST$33.4M1,199,5040.21%flat4q+9.9%+$3.0M
CINTAS CORPCTAS$31.3M184,1000.19%-0.04pp31q-3.0%-$971.3K
PLEXUS CORPPLXS$31.2M103,7330.19%+0.16pp21q+438.7%+$25.4M
MEDPACE HLDGS INCMEDP$31.0M58,4790.19%-0.02pp28q-2.8%-$904.5K
BJS WHSL CLUB HLDGS INCBJ$30.6M350,4870.19%-0.07pp24q-5.0%-$1.6M
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL$28.5M555,1300.18%-0.01pp5qHELD
TWILIO INCTWLO$28.5M138,1140.18%-newNEW
ACM RESH INCACMR$28.4M223,8550.17%+0.08pp5q-34.1%-$14.7M
SOLARIS ENERGY INFRAS INCSEI$27.8M344,9350.17%+0.17pp2q+8217.7%+$27.4M
LINCOLN ELEC HLDGS INCLECO$27.3M102,9890.17%-0.02pp9q-2.4%-$673.6K
CISCO SYS INCCSCO$27.2M231,4040.17%+0.03pp31q-3.5%-$990.7K
GLOBUS MED INCGMED$26.8M338,6250.16%-newNEW
SAMSARA INCIOT$26.5M816,2150.16%-newNEW
VIRTU FINL INCVIRT$26.3M441,7950.16%+0.02pp31q+1.0%+$260.4K
MARQETA INC CL A COM$25.9M1,592,2100.16%-newNEW
HOME DEPOT INCHD$24.5M69,5790.15%-0.03pp31q-7.0%-$1.8M
DIGITALOCEAN HLDGS INCDOCN$24.5M155,8650.15%+0.03pp4q-23.2%-$7.4M
FLOOR & DECOR HLDGS INCFND$23.8M400,6730.15%flat3q+1.1%+$260.1K
KLA CORPKLAC$23.7M78,6290.15%-newNEW
RANGE RES CORPRRC$23.4M630,2780.14%-0.07pp21q-3.5%-$851.5K
LAM RESEARCH CORPLRCX$23.1M53,3370.14%+0.07pp8q+15.2%+$3.1M
HAWKINS INCHWKN$22.9M160,9830.14%-0.04pp5q-2.7%-$624.8K
ISHARES TRIWP$22.6M154,2790.14%-0.15pp31q-50.4%-$23.0M
ALPHABET INCGOOG$22.3M63,0610.14%-0.01pp31q-14.1%-$3.6M
E L F BEAUTY INCELF$21.0M283,6870.13%flat23q-5.4%-$1.2M
AMGEN INCAMGN$20.8M57,5260.13%-0.02pp31q-1.9%-$414.3K
AMETEK INCAME$19.8M81,8620.12%flat31q+1.3%+$245.6K
NEXTERA ENERGY INCNEE$19.4M221,3220.12%-0.02pp31q+5.3%+$974.6K
LINDE PLCLIN$18.7M35,9500.11%-0.02pp14q-3.0%-$567.7K
ISHARES TRIWF$18.6M150,0390.11%-0.22pp31q+36.0%+$4.9M
M/I HOMES INCMHO$18.2M113,3550.11%+0.06pp26q+93.3%+$8.8M
BANCORP INC DELTBBK$17.9M286,5310.11%flat20q+1.0%+$178.8K
TE CONNECTIVITY PLCTEL$17.7M87,9230.11%-0.03pp8q-2.6%-$465.9K
STRYKER CORPORATIONSYK$17.7M56,1420.11%-0.03pp31q-2.9%-$536.8K
CDW CORPCDW$17.5M124,2230.11%flat27qHELD
INTERNATIONAL BUSINESS MACHSIBM$17.4M61,9810.11%flat8q-0.6%-$103.8K
WINTRUST FINL CORPWTFC$17.4M108,3770.11%flat31q+1.1%+$190.9K
INDEPENDENCE RLTY TR INCIRT$16.7M1,002,1780.10%+0.09pp30q+591.6%+$14.3M
MARRIOTT INTL INC NEWMAR$16.7M45,1190.10%-0.01pp31q-3.0%-$511.0K
BLACK HILLS CORPBKH$16.3M219,7180.10%+0.05pp31q+96.6%+$8.0M
WALMART INCWMT$16.1M142,0510.10%-0.03pp7q-1.1%-$176.0K
AVERY DENNISON CORPAVY$15.9M98,1620.10%-0.03pp31q-4.6%-$760.6K
MASTERCARD INCORPORATEDMA$15.9M31,0090.10%-0.01pp31q-1.0%-$169.0K
TRANSMEDICS GROUP INCTMDX$15.1M227,8340.09%-newNEW
GETTY RLTY CORP NEWGTY$15.1M453,1580.09%+0.03pp31q+62.8%+$5.8M
OKTA INCOKTA$15.1M110,4630.09%+0.04pp8q+9.1%+$1.3M
PATRICK INDS INCPATK$14.9M166,5170.09%-0.03pp25q+8.9%+$1.2M
CHEVRON CORPORATIONCVX$14.9M90,0380.09%-0.03pp22q+9.8%+$1.3M
KRYSTAL BIOTECH INCKRYS$14.9M40,1340.09%-newNEW
SHERWIN WILLIAMS COSHW$14.9M43,1640.09%-0.01pp31q-2.1%-$318.2K
BADGER METER INCBMI$14.8M100,0300.09%-0.02pp25q-2.0%-$306.4K
VISTRA CORPVST$14.7M92,4320.09%-0.01pp4q+2.9%+$409.6K
WINMARK CORPWINA$14.6M34,5810.09%+0.03pp10q+83.5%+$6.7M
NETFLIX INCNFLX$14.6M203,9370.09%-0.07pp13q-13.3%-$2.2M
BANK OF NY MELLON CORPBNY$14.4M99,9080.09%+0.08pp12q+1209.1%+$13.3M
MONSTER BEVERAGE CORP NEWMNST$14.4M150,0580.09%+0.03pp5q+35.0%+$3.7M
CAL MAINE FOODS INCCALM$14.1M175,6080.09%+0.03pp16q+60.7%+$5.3M
CELSIUS HLDGS INCCELH$13.9M476,1630.09%-0.05pp2q-10.0%-$1.5M
BOOKING HOLDINGS INCBKNG$13.9M78,1870.09%-0.01pp24q+2328.2%+$13.4M
NEUROCRINE BIOSCIENCES INCNBIX$13.9M82,4860.09%-newNEW
CME GROUP INCCME$13.9M62,7690.09%-0.05pp31q-3.8%-$554.7K
NOMAD FOODS LTDNOMD$13.8M1,258,5750.08%+0.06pp6q+198.7%+$9.2M
AMNEAL PHARMACEUTICALS INCAMRX$13.5M782,7780.08%-newNEW
CAMECO CORPCCJ$13.5M132,9540.08%-0.02pp5q+0.5%+$68.7K
HAWAIIAN ELEC INDS INC MTN BHE$13.5M996,2650.08%-0.02pp6q+0.7%+$93.8K
HIGHWOODS PPTYS INCHIW$13.4M444,7450.08%+0.02pp31q+1.1%+$143.7K
CADENCE DESIGN SYSTEM INCCDNS$13.1M34,9200.08%+0.01pp14q-0.8%-$109.6K
EOG RES INCEOG$13.1M100,7430.08%-0.03pp28q-3.6%-$487.4K
EXLSERVICE HLDGS INCEXLS$13.1M505,2040.08%-0.03pp5q+0.6%+$79.1K
TELEPHONE & DATA SYS INCTDS$13.0M352,4970.08%flat31q+26.6%+$2.7M
BANK HAWAII CORPBOH$13.0M158,9750.08%flat15q+11.3%+$1.3M
GARMIN LTDGRMN$12.8M53,9990.08%-0.02pp26q-4.5%-$600.7K
MCDONALDS CORPMCD$12.5M46,0880.08%-0.03pp31q-5.6%-$743.6K
FAIR ISAAC CORPFICO$12.4M10,3580.08%-0.14pp31q-63.5%-$21.6M
ISHARES TRSMMD$12.3M133,7160.08%-0.06pp12q-44.1%-$9.7M
BANKUNITED INCBKU$12.2M251,2470.07%-0.01pp31q+1.0%+$122.7K
POWELL INDS INCPOWL$12.2M42,4560.07%+0.02pp5q+203.1%+$8.1M
TANGO THERAPEUTICS INCTNGX$11.9M380,7460.07%+0.02pp9q+11.5%+$1.2M
HANOVER INS GROUP INCTHG$11.9M55,4270.07%flat31q+1.0%+$119.9K
BLUE BIRD CORPBLBD$11.8M149,4120.07%+0.02pp5q+14.7%+$1.5M
CENTURY ALUM COCENX$11.8M255,6360.07%-0.03pp18q+0.9%+$101.3K
RELAY THERAPEUTICS INCRLAY$11.7M626,1410.07%+0.03pp13q+1.2%+$134.8K
MOTOROLA SOLUTIONS INCMSI$11.3M27,2450.07%-0.02pp5q-3.7%-$435.2K
AVISTA CORPAVA$11.2M273,4490.07%+0.04pp16q+196.7%+$7.4M
HELIOS TECHNOLOGIES INCHLIO$11.2M125,2250.07%+0.04pp4q+78.0%+$4.9M
F N B CORPFNB$11.0M575,4450.07%flat31q+6.0%+$624.6K
NAPCO SEC TECHNOLOGIES INCNSSC$10.8M285,4620.07%flat14q+13.1%+$1.3M
CNX RES CORPCNX$10.7M315,2100.07%-0.02pp19q+1.0%+$110.6K
WAFD INCWAFD$10.7M277,8920.07%flat31q+1.0%+$107.9K
GROUP 1 AUTOMOTIVE INCGPI$10.2M35,1510.06%-0.02pp23q+1.2%+$117.3K
ALPHA & OMEGA SEMICONDUCTORAOSL$9.6M203,4600.06%-newNEW
KLAVIYO INCKVYO$9.6M636,2300.06%-newNEW
AMALGAMATED FINANCIAL CORPAMAL$9.4M204,2380.06%+0.01pp7q+17.7%+$1.4M
APPLE HOSPITALITY REIT INCAPLE$9.3M555,5570.06%+0.01pp17q+1.1%+$101.8K
STAG INDUSTRIAL INCSTAG$9.3M245,0940.06%-0.01pp24q+1.1%+$102.7K
RPC INCRES$9.2M1,581,2650.06%-0.02pp4q+8.9%+$752.7K
CENTRAL PAC FINL CORPCPF$9.2M241,1530.06%-newNEW
CNO FINL GROUP INCCNO$9.1M178,5400.06%flat31q+1.1%+$96.8K
BANK OZK LITTLE ROCK ARKOZK$9.1M174,6900.06%+0.02pp31q+60.9%+$3.4M
DXP ENTERPRISES INCDXPE$8.9M52,5920.05%-newNEW
KEYSIGHT TECHNOLOGIES INCKEYS$8.7M24,9830.05%+0.05pp31q+1309.9%+$8.1M
HURON CONSULTING GROUP INCHURN$8.6M94,9450.05%-0.03pp14q+1.0%+$85.5K
PORTLAND GEN ELEC COPOR$8.5M163,0840.05%-0.01pp31q+1.0%+$85.3K
BWX TECHNOLOGIES INCBWXT$8.4M43,4080.05%flat5q+16.2%+$1.2M
HAMILTON LANE INCHLNE$8.3M105,0980.05%-0.04pp9q-17.1%-$1.7M
WEALTHFRONT CORPWLTH$8.3M925,2050.05%-0.01pp2q+8.4%+$638.8K
DHT HOLDINGS INCDHT$8.1M487,3530.05%-0.01pp25q+1.1%+$89.8K
SNOWFLAKE INCSNOW$8.0M31,4200.05%-newNEW
TEXAS CAP BANCSHARES INCTCBI$8.0M77,0130.05%flat6q+1.0%+$80.0K
OLD SECOND BANCORP INC DELOSBC$7.9M338,6500.05%-newNEW
LUMEN TECHNOLOGIES INCLUMN$7.5M982,0110.05%+0.03pp8q+131.3%+$4.3M
ALKAMI TECHNOLOGY INCALKT$7.5M415,9760.05%+0.01pp5q+22.1%+$1.4M
GULFPORT ENERGY CORPGPOR$7.4M43,4880.05%-0.01pp5q+10.4%+$692.5K
KNIFE RIVER CORPKNF$7.3M87,7180.05%flat10q+4.2%+$296.8K
FORTINET INCFTNT$7.2M47,1690.04%+0.02pp31q-2.5%-$187.3K
ACCENTURE PLC IRELANDACN$7.2M58,0510.04%-0.04pp31q-2.5%-$186.9K
RAYONIER INCRYN$7.1M332,6380.04%-0.01pp2q+1.1%+$79.0K
ACADIA HEALTHCARE COMPANY INACHC$7.0M237,9720.04%flat31q+0.8%+$55.4K
LCI INDSLCII$6.9M65,3380.04%-0.01pp31q+1.1%+$73.8K
TALOS ENERGY INCTALO$6.6M508,0140.04%-0.01pp13q+20.4%+$1.1M
EXXON MOBIL CORPXOMXXXX$6.3M46,1540.04%-0.02pp31q-3.1%-$200.7K
CLEANSPARK INCCLSK$6.1M419,7420.04%+0.01pp6q+1.1%+$65.8K
CRISPR THERAPEUTICS AGCRSP$6.0M109,4530.04%flat12q+1.0%+$59.0K
SPIRE INCSR$5.7M72,6360.03%-0.01pp31q+1.1%+$61.2K
MATADOR RES COMTDR$5.2M104,6190.03%flat31q+41.4%+$1.5M
PRICE T ROWE GROUP INCTROW$4.9M42,7730.03%-0.05pp31q-66.4%-$9.6M
C4 THERAPEUTICS INCCCCC$4.7M1,003,4370.03%+0.01pp2q+20.8%+$807.0K
COMMERCIAL METALS COCMC$4.7M74,6650.03%flat27q+1.1%+$53.0K
FEDERATED HERMES INCFHI$4.7M84,7010.03%-0.01pp21q+1.1%+$50.3K
IDEAYA BIOSCIENCES INCIDYA$4.4M117,7130.03%-newNEW
BEACON FINANCIAL CORP.BBT$4.3M142,0270.03%flat4q+17.1%+$630.4K
THERMO FISHER SCIENTIFIC INCTMO$4.2M8,4750.03%-0.68pp31q-95.8%-$96.2M
PROFESIONALLY MANAGED PORTFOCSMD$4.0M108,2550.02%flat5q-0.9%-$37.3K
UNITED RENTALS INCURI$3.9M3,4610.02%+0.01pp31q-3.0%-$121.2K
ACV AUCTIONS INCACVA$3.9M536,8410.02%+0.01pp12q+20.0%+$642.0K
PENUMBRA INCPEN$3.8M12,1910.02%-0.72pp31q-96.2%-$96.3M
ALPHATEC HLDGS INCATEC$3.8M440,6380.02%-0.01pp10q+1.1%+$42.6K
VANGUARD INTL EQUITY INDEX FVWO$3.8M63,5900.02%flat31q-2.0%-$76.5K
MOONLAKE IMMUNOTHERAPEUTICSMLTX$3.5M180,4480.02%flat8q+1.1%+$36.9K
BAKER HUGHES COMPANYBKR$3.4M61,0630.02%-0.01pp7q-1.7%-$58.3K
KORN FERRYKFY$3.2M48,7410.02%flat4q+1.2%+$38.2K
EQUINIX INCEQIX$3.2M3,0550.02%flat31qHELD
BRANDYWINE RLTY TRBDN$3.2M1,002,6680.02%flat31q+1.1%+$34.0K
IDACORP INCIDA$3.1M20,7980.02%flat21q+1.1%+$35.7K
PROCTER & GAMBLE COPG$3.0M20,4170.02%flat31q-4.3%-$133.4K
ALPS ETF TRAMLP$3.0M57,6110.02%flat15q-4.9%-$153.7K
SM ENERGY COMPANYSM$3.0M113,4450.02%-0.01pp12q+1.0%+$30.4K
PROGRESSIVE CORPPGR$2.9M13,1160.02%flat31q+20.9%+$495.0K
VANECK ETF TRUSTANGL$2.8M94,3180.02%flat17q-5.4%-$158.6K
ISHARES TREFA$2.7M26,0400.02%flat31qHELD
ISHARES TRPFF$2.7M87,9230.02%flat22q-5.5%-$154.8K
PROFESIONALLY MANAGED PORTFOCAML$2.7M66,7710.02%flat5q-0.7%-$19.1K
MERITAGE HOMES CORPMTH$2.6M31,5030.02%flat8q+1.0%+$27.1K
SYNOPSYS INCSNPS$2.6M5,8080.02%-0.04pp31q-71.4%-$6.5M
CANADIAN PACIFIC KANSAS CITYCP$2.6M29,6100.02%flat14q-3.5%-$92.3K
CVR ENERGY INCCVI$2.5M91,7570.02%-0.01pp31q+1.1%+$28.4K
STATE STR SPDR S&P 500 ETF TSPY$2.5M3,3800.02%flat31q-12.9%-$374.2K
VANGUARD INDEX FDSVUG$2.3M26,4360.01%flat16q+484.5%+$1.9M
ISHARES TRIWO$2.0M5,0510.01%-0.01pp12q-45.0%-$1.6M
SERVICENOW INCNOW$1.9M19,3140.01%-0.60pp20q-97.6%-$79.1M
CONGRESS MID CAP GROWTH INSTITUTIONAL$1.9M82,8260.01%flat5q+11.4%+$191.2K
ISHARES TRAAXJ$1.8M14,9550.01%flat7q-4.3%-$80.8K
ISHARES TRIJK$1.8M15,0590.01%flat9q-23.3%-$538.6K
ZOETIS INCZTS$1.7M23,5760.01%-0.13pp31q-85.9%-$10.3M
VANGUARD INTL EQUITY INDEX FVSS$1.7M10,8860.01%flat31q-4.5%-$79.0K
VERTIV HOLDINGS COVRT$1.7M5,0000.01%flat12q-35.9%-$937.5K
GLOBAL X FDSPAVE$1.6M27,2150.01%flat19q-4.4%-$73.8K
LITMAN GREGORY FDS TRDBMF$1.5M50,6250.01%-newNEW
INVESCO ACTVELY MNGD ETC FDPDBC$1.5M97,3350.01%flat22q-4.3%-$69.3K
JOHNSON & JOHNSONJNJ$1.4M5,3590.01%flat31q+37.2%+$369.3K
AIR PRODUCTS AND CHEMICALS IAPD$1.4M4,6110.01%flat31q-9.9%-$148.7K
EVOLENT HEALTH INCEVH$1.2M228,6920.01%flat9q+1.1%+$13.1K
Congress Small Cap Growth Fund$1.2M20,6060.01%flat5q+1.4%+$16.3K
VANGUARD INDEX FDSVOO$1.2M1,6820.01%flat16q-11.1%-$144.9K
DARDEN RESTAURANTS INCDRI$1.1M5,5100.01%flat31q-0.6%-$7.4K
FTI CONSULTING INCFCN$1.1M7,2740.01%flat26q-14.1%-$177.3K
MARVELL TECHNOLOGY INCMRVL$1.1M3,5690.01%flat5q-10.6%-$125.4K
AUTODESK INCADSK$1.1M5,4120.01%flat31q-4.0%-$44.1K
JANUX THERAPEUTICS INCJANX$1.0M67,6100.01%flat4q+1.1%+$11.4K
GENERAL DYNAMICS CORPGD$948.1K2,6760.01%flat7q-3.3%-$32.2K
GENERAC HLDGS INCGNRC$934.1K3,1900.01%flat31qHELD
PALO ALTO NETWORKS INCPANW$903.0K2,6480.01%flat8q-52.4%-$993.3K
COCA COLA COKO$894.5K11,0060.01%flat7q-9.1%-$89.6K
MORGAN STANLEYMS$886.2K4,2390.01%flat7q-44.1%-$699.3K
ABBVIE INCABBV$844.5K3,3560.01%flat31qHELD
NXP SEMICONDUCTORS N VNXPI$834.9K2,9710.01%flat26q-20.1%-$209.6K
ORACLE CORPORCL$827.9K5,6490.01%flat15q-12.9%-$122.8K
ISHARES TRIWM$796.2K2,6500.00%flat5qHELD
TELEDYNE TECHNOLOGIES INCTDY$724.9K1,0870.00%flat28q-0.7%-$5.3K
ISHARES TRIVV$717.4K9580.00%flat13q-21.9%-$200.7K
AUTOMATIC DATA PROCESSING INADP$695.4K3,1050.00%flat31q-8.8%-$67.2K
MERCK & CO INCMRK$690.2K5,3710.00%flat31qHELD
Congress Large Cap Growth Fund - Retail Cl$681.7K13,4390.00%flat5q-8.1%-$60.4K
TESLA INCTSLA$658.2K1,5650.00%flat6qHELD
US FOODS HLDG CORPUSFD$627.3K6,1350.00%flat8q+43.3%+$189.6K
BERKSHIRE HATHAWAY INC DELBRKB$625.5K1,2500.00%flat31qHELD
FABRINETFN$618.3K1,1000.00%flat11qHELD
STATE STR SPDR S&P MIDCAP 40MDY$614.0K8730.00%flat29q-15.6%-$113.2K
PHILIP MORRIS INTL INCPM$594.7K3,2870.00%-newNEW
PRIMORIS SVCS CORPPRIM$589.0K5,9420.00%-0.84pp7q-99.3%-$80.5M
DECKERS OUTDOOR CORPDECK$531.1K5,3490.00%flat16q-6.9%-$39.4K
S&P GLOBAL INCSPGI$526.9K1,2940.00%flat31q-40.5%-$358.3K
ROBINHOOD MKTS INCHOOD$521.5K5,2000.00%flat2qHELD
SOUTHERN COSO$517.9K5,4110.00%flat31qHELD
ALLSTATE CORPALL$484.4K2,0360.00%-0.12pp17q-97.5%-$19.2M
ADOBE INCADBE$481.4K2,3480.00%flat31q-26.1%-$170.4K
COLGATE PALMOLIVE COCL$478.6K5,2200.00%flat31q-10.8%-$57.9K
CHURCH & DWIGHT CO INCCHD$472.3K4,8750.00%flat31q-31.9%-$221.0K
MERCADOLIBRE INCMELI$466.8K2750.00%-newNEW
TAKE-TWO INTERACTIVE SOFTWARTTWO$455.7K1,8230.00%flat31q-35.5%-$251.2K
FREEPORT-MCMORAN INCFCX$453.5K7,2120.00%flat22q-1.9%-$8.8K
BOSTON SCIENTIFIC CORPBSX$437.3K10,2470.00%-0.73pp15q-99.4%-$69.1M
ILLINOIS TOOL WKS INCITW$436.4K1,6140.00%flat31q-15.7%-$81.1K
ONTO INNOVATION INCONTO$435.6K1,1510.00%flat22qHELD
DEERE & CODE$416.9K6570.00%flat24q-5.6%-$24.7K
VANGUARD INDEX FDSVOT$410.7K1,3410.00%flat9q-24.8%-$135.4K
ISHARES TRFXI$376.4K11,9140.00%flat9qHELD
INTERFACE INCTILE$373.8K10,4310.00%-0.10pp6q-98.1%-$19.2M
RESMED INCRMD$373.4K1,9160.00%flat31q-33.8%-$190.6K
HONEYWELL INTL INCHONZZZZ$373.2K1,6670.00%flat31q-52.0%-$403.9K
UNION PAC CORPUNP$367.3K1,3500.00%flat31qHELD
NAVAN INCNAVN$365.9K16,0000.00%-newNEW
MARSH & MCLENNAN COS INCMRSH$347.8K2,0870.00%flat12qHELD
CHURCHILL DOWNS INCCHDN$345.5K3,8540.00%flat28q-21.4%-$93.9K
CALIX INCCALX$332.1K8,8980.00%-0.58pp14q-99.5%-$61.0M
YETI HLDGS INCYETI$320.7K6,4700.00%-0.37pp15q-99.5%-$69.1M
JPMORGAN HEDGED EQUITY FUND I$319.5K9,2250.00%flat5qHELD
TEXAS ROADHOUSE INCTXRH$315.2K1,6310.00%-0.23pp17q-99.2%-$36.9M
INVESCO QQQ TRQQQ$291.1K3950.00%flat10qHELD
EVERPURE INCP$284.4K3,6100.00%-0.09pp9q-98.3%-$16.9M
UNITEDHEALTH GROUP INCUNH$278.4K6700.00%flat31q-29.4%-$115.9K
COPART INCCPRT$270.0K9,5780.00%flat31q-41.2%-$189.1K
NORTHROP GRUMMAN CORPNOC$268.8K5280.00%flat31qHELD
LOWES COS INCLOW$266.8K1,2100.00%flat11qHELD
COOPER COS INCCOO$264.5K3,6880.00%-0.12pp11q-98.5%-$17.1M
BROADRIDGE FINL SOLUTIONS INBR$254.1K1,8560.00%-0.09pp31q-97.6%-$10.5M
SPDR SERIES TRUSTXAR$243.5K8580.00%-newNEW
FLEX LTDFLEX$243.1K1,5000.00%-newNEW
SPROUTS FMRS MKT INCSFM$242.1K2,8620.00%flat14q-56.0%-$307.5K
SAIA INCSAIA$240.5K5710.00%flat31q-21.2%-$64.9K
GALLAGHER ARTHUR J & COAJG$225.9K9840.00%flat15q-54.7%-$273.2K
SOUTHERN COPPER CORPSCCO$223.8K1,2840.00%flat11q-48.9%-$214.3K
TRACTOR SUPPLY COTSCO$218.3K6,9060.00%-0.29pp29q-99.2%-$27.9M
OLD DOMINION FREIGHT LINE INODFL$216.9K1,0020.00%-newNEW
ROPER TECHNOLOGIES INCROP$212.2K6270.00%flat31q-39.1%-$136.4K
VERTEX PHARMACEUTICALS INCVRTX$203.2K4090.00%flat31q-33.2%-$100.8K
INTERCONTINENTAL EXCHANGE INICE$200.7K1,6300.00%flat31q-17.7%-$43.1K
VANGUARD INDEX FDSVBK$72.7K72,7000.00%-0.33pp12q-52.1%-$79.2K
ISHARES TRAOK$63.7K63,7050.00%-0.05pp15q-64.3%-$114.7K
Oroco Resource CorpORRCF$5.6K21,6750.00%flat16qHELD
039CVR014$047,6510.00%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 15.1%Software & IT Services 11.7%Industrials 9.8%Retail & Consumer 9.3%Biotech & Pharma 7.3%Business Services 4.9%Computer Hardware 4.7%Medical Devices 4.3%Chemicals 4.0%Construction & Building 4.0%Capital Markets 3.4%Autos & Aerospace 3.1%Other sectors 17.3%Not classified 1.0%
 
SectorValueShare
Semiconductors & Electronics$2.5B15.1%
Software & IT Services$1.9B11.7%
Industrials$1.6B9.8%
Retail & Consumer$1.5B9.3%
Biotech & Pharma$1.2B7.3%
Business Services$797.0M4.9%
Computer Hardware$759.6M4.7%
Medical Devices$704.4M4.3%
Chemicals$656.3M4.0%
Construction & Building$652.1M4.0%
Capital Markets$555.9M3.4%
Autos & Aerospace$510.4M3.1%
Other sectors$2.8B17.3%
Not classified$158.1M1.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$16.3B376321461747318.6%7
Q1 2026$14.0B417601781432418.9%14
Q4 2025$14.2B381161262032720.3%9
Q3 2025$15.0B392311121872118.8%10
Q2 2025$14.6B38240831722317.6%16
Q1 2025$13.4B365241041734516.6%11
Q4 2024$14.8B386451811261616.7%30
Q3 2024$14.7B357211081722815.6%28
Q2 2024$14.0B364221121891516.0%33
Q1 2024$14.0B357131271592715.0%11
Q4 2023$12.7B371211181482415.2%64
Q3 2023$11.3B37420132911815.1%32
Q2 2023$11.5B372231701281916.0%27
Q1 2023$10.7B368222011022915.5%21
Q4 2022$10.0B375251601511515.1%18
Q3 2022$9.3B365192121072016.2%39
Q2 2022$10.4B366221621301718.6%33
Q1 2022$11.8B361182071072317.0%20
Q4 2021$13.1B366221011581217.0%28
Q3 2021$12.8B35614236661817.0%39
Q2 2021$12.0B36022207871616.8%36
Q1 2021$11.1B354211901141517.1%35
Q4 2020$10.6B348311621261617.8%26
Q3 2020$9.2B333211071301017.7%34
Q2 2020$8.4B322221551122818.9%23
Q1 2020$6.6B328221021533717.1%21
Q4 2019$8.2B34322672032216.5%41
Q3 2019$7.8B343211061682916.3%32
Q2 2019$7.9B351221161162115.9%38
Q1 2019$7.6B350201091923115.9%38
Q4 2018$6.6B361000015.4%25

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.