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CONGRESS ASSET MANAGEMENT CO

Q2 2025 · 13F-HR

CONGRESS ASSET MANAGEMENT COholdings as filed

Filed 2025-07-16 · accession 0000897378-25-000005

$14.58B
Reported value
382
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp.$418.6M2.87%2,649,792CommonSOLE
594918104MSFTMicrosoft Corp.$329.3M2.26%662,102CommonSOLE
037833100AAPLApple Inc.$291.7M2.00%1,421,677CommonSOLE
30303M102METAMeta Platforms Inc$251.9M1.73%341,294CommonSOLE
681116109OLLIOllies Bargain Outlet Holdings Inc.$226.0M1.55%1,714,761CommonSOLE
22160K105COSTCostco Wholesale Corporation$222.1M1.52%224,364CommonSOLE
443201108HWMHowmet Aerospace Inc$213.9M1.47%1,149,372CommonSOLE
92826C839VVisa Inc$206.6M1.42%582,011CommonSOLE
11135F101AVGOBroadcom Inc$203.4M1.39%737,729CommonSOLE
023135106AMZNAmazon.com, Inc.$201.5M1.38%918,286CommonSOLE
02079K305GOOGLAlphabet Inc.$192.5M1.32%1,092,460CommonSOLE
G29183103ETNEaton Corporation PLC$187.3M1.28%524,528CommonSOLE
64110L106NFLXNetflix, Inc.$187.0M1.28%139,607CommonSOLE
040413205ANETArista Networks Inc$186.1M1.28%1,818,720CommonSOLE
38141G104GSGoldman Sachs Group, Inc.$186.0M1.28%262,742CommonSOLE
101137107BSXBoston Scientific Corporation$182.8M1.25%1,701,570CommonSOLE
81762P102NOWServicenow Inc$181.0M1.24%176,034CommonSOLE
172908105CTASCintas Corporation$174.0M1.19%780,515CommonSOLE
268150109DTDynatrace Inc$172.2M1.18%3,118,815CommonSOLE
46120E602ISRGIntuitive Surgical Inc.$171.5M1.18%315,555CommonSOLE
231561101CWCurtiss-Wright Corp.$159.2M1.09%325,778CommonSOLE
872540109TJXThe TJX Companies Inc.$150.9M1.03%1,221,560CommonSOLE
437076102HDHome Depot Inc.$144.3M0.99%393,574CommonSOLE
67103H107ORLYO'Reilly Automotive Inc.$142.4M0.98%1,580,484CommonSOLE
871607107SNPSSynopsys Inc$140.4M0.96%273,864CommonSOLE
90353T100UBERUber Technologies Inc$138.1M0.95%1,480,594CommonSOLE
573284106MLMMartin Marietta Materials Inc$135.2M0.93%246,286CommonSOLE
278865100ECLEcolab Inc.$133.9M0.92%497,048CommonSOLE
701094104PHParker-Hannifin Corp.$133.5M0.92%191,151CommonSOLE
24703L202DELLDell Technologies Inc$132.0M0.91%1,076,655CommonSOLE
363576109AJGGallagher Aj &Co$128.6M0.88%401,712CommonSOLE
29084Q100EMEEmcor Group Inc$127.4M0.87%238,100CommonSOLE
859241101STRLSterling Infrastructure Inc$126.4M0.87%547,688CommonSOLE
147528103CASYCasey'S General Stores Inc.$121.5M0.83%238,024CommonSOLE
M2682V108CYBRCyberark Software Ltd.$119.8M0.82%294,451CommonSOLE
969457100WMBWilliams Companies Inc. (The)$118.7M0.81%1,890,509CommonSOLE
26856L103ELFE L F Beauty Inc$118.4M0.81%951,309CommonSOLE
70975L107PENPenumbra Inc.$116.7M0.80%454,699CommonSOLE
697435105PANWPalo Alto Networks Inc$114.8M0.79%560,896CommonSOLE
754730109RJFRaymond James Financial Inc.$113.6M0.78%740,953CommonSOLE
224408104CRCrane Co.$113.0M0.78%595,071CommonSOLE
615369105MCOMoodys Corp.$112.6M0.77%224,420CommonSOLE
169656105CMGChipotle Mexican Grill Inc$107.0M0.73%1,906,169CommonSOLE
88339J105TTDThe Trade Desk Inc$104.8M0.72%1,455,744CommonSOLE
G6700G107NVTNVent Electric PLC$101.4M0.70%1,384,247CommonSOLE
422806109HEIHeico Corp$101.2M0.69%308,457CommonSOLE
056525108BMIBadger Meter Inc$99.7M0.68%407,059CommonSOLE
204166102CVLTCommvault Systems Inc.$99.5M0.68%570,888CommonSOLE
40171V100GWREGuidewire Software Inc$98.0M0.67%416,383CommonSOLE
85208M102SFMSprouts Farmers Markets Inc$97.6M0.67%592,945CommonSOLE
008073108AVAVAeroVironment, Inc.$97.5M0.67%342,254CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$95.5M0.65%1,835,411CommonSOLE
82509L107SHOPShopify Inc$93.9M0.64%813,858CommonSOLE
115236101BROBrown & Brown Inc$93.2M0.64%840,488CommonSOLE
29261A100EHCEncompass Health Corporation$92.7M0.64%755,862CommonSOLE
252131107DXCMDexCom Inc$91.8M0.63%1,052,110CommonSOLE
609839105MPWRMonolithic Power Systems Inc.$91.5M0.63%125,169CommonSOLE
249906108DSGXDescartes Systems Group Inc.$89.5M0.61%880,804CommonSOLE
303250104FICOFair Isaac Corporation$89.2M0.61%48,778CommonSOLE
95040Q104WELLWelltower OP LLC$89.0M0.61%578,845CommonSOLE
H2906T109GRMNGarmin Ltd$88.2M0.60%422,509CommonSOLE
620076307MSIMotorola Solutions Inc$87.2M0.60%207,302CommonSOLE
86333M108LRNStride Inc$85.2M0.58%586,715CommonSOLE
18915M107NETCloudflare Inc$84.3M0.58%430,400CommonSOLE
92532F100VRTXVertex Pharmaceuticals Incorporated$83.7M0.57%188,004CommonSOLE
69343T107PJTPJT Partners Inc.$83.2M0.57%504,146CommonSOLE
72352L106PINSPinterest Inc$82.5M0.57%2,301,060CommonSOLE
87256C101TKOTKO Group Holdings Inc.$82.1M0.56%450,979CommonSOLE
750917106RMBSRambus Inc.$81.7M0.56%1,276,926CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$80.6M0.55%1,009,595CommonSOLE
74624M102PPure Storage Inc$80.4M0.55%1,396,861CommonSOLE
038336103ATRAptargroup Inc.$80.2M0.55%512,531CommonSOLE
902673102UFPTUFP Technologies Inc.$79.9M0.55%327,433CommonSOLE
441593100HLIHoulihan Lokey Inc.$78.8M0.54%438,060CommonSOLE
882681109TXRHTexas Roadhouse Inc$77.9M0.53%415,455CommonSOLE
912008109USFDUS Foods Holding Corp$77.2M0.53%1,003,058CommonSOLE
45867G101IDCCInterDigital, Inc.$77.1M0.53%343,752CommonSOLE
M7516K103NVMINova Ltd$76.7M0.53%278,638CommonSOLE
13100M509CALXCalix Inc.$75.4M0.52%1,417,944CommonSOLE
92346J108VCELVericel Corporation$74.1M0.51%1,742,324CommonSOLE
380237107GDDYGodaddy Inc$73.8M0.51%409,838CommonSOLE
311900104FASTFastenal Co.$73.7M0.51%1,755,545CommonSOLE
243537107DECKDeckers Outdoor Corp.$73.7M0.51%715,228CommonSOLE
53220K504LGNDLigand Pharmaceuticals Incorporated$73.7M0.51%647,941CommonSOLE
216648501COOThe Cooper Companies, Inc.$70.7M0.48%992,933CommonSOLE
099406100BOOTBoot Barn Holdings Inc$69.8M0.48%459,153CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp.$68.6M0.47%658,811CommonSOLE
81725T100SXTSensient Technologies Corp$67.7M0.46%686,737CommonSOLE
883556102TMOThermo Fisher Scientific Inc$65.9M0.45%162,498CommonSOLE
29355X107NPOEnpro Inc$65.4M0.45%341,565CommonSOLE
45826H109ITGRInteger Holdings Corp.$65.3M0.45%530,807CommonSOLE
10316T104BOXBox Inc.$64.5M0.44%1,886,750CommonSOLE
615394202MOG/AMoog Inc.$64.4M0.44%356,045CommonSOLE
57060D108MKTXMarketAxess Holdings Inc.$63.9M0.44%286,276CommonSOLE
148929102CAVACAVA Group Inc.$63.3M0.43%751,994CommonSOLE
913915104UTIUniversal Technical Institute, Inc.$63.3M0.43%1,866,779CommonSOLE
74164F103PRIMPrimoris Services Corp.$62.1M0.43%796,305CommonSOLE
03076K108ABCBAmeris Bancorp$61.0M0.42%943,041CommonSOLE
498894104KNFKnife River Corp.$60.8M0.42%744,667CommonSOLE
224441105CXTCrane NXT Co$60.3M0.41%1,118,445CommonSOLE
126402106CSWCSW Industrials Inc.$59.8M0.41%208,459CommonSOLE
199908104FIXComfort Systems USA Inc.$59.8M0.41%111,445CommonSOLE
23804L103DDOGDatadog Inc$59.7M0.41%444,746CommonSOLE
589889104MMSIMerit Medical Systems Inc.$59.4M0.41%635,089CommonSOLE
057665200BCPCBalchem Corp$57.7M0.40%362,125CommonSOLE
525558201LMATLemaitre Vascular Inc.$56.0M0.38%673,968CommonSOLE
004498101ACIWACI Worldwide Inc$54.3M0.37%1,183,362CommonSOLE
892356106TSCOTractor Supply Co$54.1M0.37%1,024,470CommonSOLE
477839104JBTMJBT Marel Corp.$53.5M0.37%444,993CommonSOLE
313855108FSSFederal Signal Corp.$51.9M0.36%488,116CommonSOLE
458665304TILEInterface, Inc.$51.8M0.36%2,473,541CommonSOLE
457730109INSPInspire Medical Systems Inc$48.4M0.33%373,347CommonSOLE
19247A100CNSCohen & Steers Inc$47.8M0.33%634,618CommonSOLE
830830105SKYChampion Homes Inc.$46.1M0.32%735,854CommonSOLE
739276103POWIPower Integrations Inc.$40.2M0.28%718,673CommonSOLE
98585X104YETIYeti Holdings Inc$39.0M0.27%1,237,425CommonSOLE
46625H100JPMJPMorgan Chase & Co.$32.0M0.22%110,480CommonSOLE
G8473T100STESteris PLC$29.5M0.20%122,943CommonSOLE
74316J789CMLIXProfessionally Managed Portfolios CNG LGCP GW INST$29.3M0.20%593,361CommonSOLE
88146M101TRNOTerreno Realty Corporation$29.2M0.20%520,356CommonSOLE
05550J101BJBJ Wholesale Club Holdings Inc$29.0M0.20%268,629CommonSOLE
032095101APHAmphenol Corporation$28.5M0.20%288,556CommonNONE
34959E109FTNTFortinet Inc$27.9M0.19%263,660CommonSOLE
49714P108KNSLKinsale Capital Group Inc$27.4M0.19%56,714CommonSOLE
98978V103ZTSZoetis Inc.$27.1M0.19%173,551CommonSOLE
45784P101PODDInsulet Corporation$25.1M0.17%79,821CommonSOLE
78454L100SMSM Energy Co.$25.0M0.17%1,011,071CommonSOLE
863667101SYKStryker Corporation$23.8M0.16%60,054CommonSOLE
68389X105ORCLOracle Corp.$23.6M0.16%107,976CommonSOLE
69370C100PTCPTC Inc$22.3M0.15%129,358CommonSOLE
26603R106DUOLDuolingo Inc$21.7M0.15%52,941CommonSOLE
920253101VMIValmont Industries, Inc.$21.6M0.15%66,064CommonSOLE
149123101CATCaterpillar Inc$21.1M0.14%54,349CommonSOLE
464287481IWPiShares Trust RUS MD CP GR ETF$21.0M0.14%151,473CommonSOLE
78463M107SPSCSPS Commerce Inc$21.0M0.14%154,129CommonSOLE
032654105ADIAnalog Devices Inc.$20.6M0.14%86,522CommonSOLE
11133T103BRBroadridge Financial Solutions Inc.$19.9M0.14%81,872CommonSOLE
75281A109RRCRange Resources Corp.$19.6M0.13%480,950CommonSOLE
G1151C101ACNAccenture PLC$19.4M0.13%65,001CommonSOLE
12572Q105CMECME Group Inc.$19.0M0.13%68,895CommonSOLE
617700109MORNMorningstar Inc$19.0M0.13%60,411CommonSOLE
759916109RGENRepligen Corporation$19.0M0.13%152,450CommonSOLE
09857L108BKNGBooking Holdings Inc$18.6M0.13%3,205CommonNONE
G54950103LINLinde PLC$18.1M0.12%38,513CommonSOLE
58506Q109MEDPMedpace Holdings Inc.$18.0M0.12%57,505CommonSOLE
74762E102QUREQuanta Services, Inc.$17.8M0.12%47,053CommonNONE
57636Q104MAMasterCard Incorporated$17.7M0.12%31,486CommonNONE
020002101ALLThe Allstate Corporation$17.4M0.12%86,237CommonSOLE
17275R102CSCOCisco Systems, Inc.$17.3M0.12%249,867CommonSOLE
031162100AMGNAmgen Inc.$17.1M0.12%61,075CommonSOLE
420261109HWKNHawkins Inc$17.0M0.12%119,324CommonSOLE
12514G108CDWCDW Corp$16.6M0.11%93,050CommonSOLE
533900106LECOLincoln Electric Holdings Inc.$15.8M0.11%76,408CommonSOLE
G87052109TELTE Connectivity PLC$15.8M0.11%93,910CommonSOLE
824348106SHWThe Sherwin-Williams Company$15.5M0.11%45,284CommonNONE
459200101IBMInternational Business Machines Corp.$15.5M0.11%52,645CommonNONE
127203107WHDCactus Inc$15.3M0.11%351,043CommonSOLE
217204106CPRTCopart Inc$15.3M0.10%311,603CommonSOLE
565394103CARTMaplebear Inc.$15.0M0.10%332,174CommonSOLE
580135101MCDMcDonald's Corp.$15.0M0.10%51,269CommonSOLE
928254101VIRTVirtu Financial Inc$14.9M0.10%332,341CommonSOLE
55405W104MYRGMYR Grp Inc$14.7M0.10%81,127CommonSOLE
957638109WALWestern Alliance Bancorp$14.7M0.10%188,090CommonSOLE
194162103CLColgate-Palmolive Co.$14.5M0.10%159,548CommonSOLE
65339F101NEENextEra Energy Inc$14.2M0.10%205,142CommonSOLE
407497106HLNEHamilton Lane Inc$14.2M0.10%100,066CommonNONE
031100100AMEAmetek, Inc.$14.0M0.10%77,412CommonNONE
26875P101EOGEOG Resources Inc.$14.0M0.10%116,723CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$14.0M0.10%636,610CommonSOLE
532457108LLYEli Lilly & Co.$13.6M0.09%17,410CommonSOLE
053611109AVYAvery Dennison Corporation$13.4M0.09%76,270CommonSOLE
02079K107GOOGAlphabet Inc.$13.3M0.09%75,130CommonSOLE
703343103PATKPatrick Industries Inc.$12.9M0.09%140,309CommonSOLE
74144T108TROWPrice T Rowe Group Inc.$12.9M0.09%133,763CommonSOLE
169905106CHHChoice Hotels International, Inc.$12.8M0.09%100,792CommonSOLE
902788108UMBFUMB Financial Corp.$12.8M0.09%121,366CommonSOLE
05969A105TBBKBancorp Inc$12.7M0.09%222,580CommonSOLE
29362U104ENTGEntegris Inc$12.5M0.09%155,093CommonSOLE
73278L105POOLPool Corporation$12.4M0.08%42,404CommonSOLE
398905109GPIGroup 1 Automotive, Inc.$11.9M0.08%27,337CommonSOLE
464287614IWFiShares Trust RUS 1000 GRW ETF$11.9M0.08%28,109CommonSOLE
82900L102SMPLSimply Good Foods Company$11.9M0.08%377,312CommonSOLE
166764100CVXChevron Corp.$11.8M0.08%82,601CommonSOLE
97650W108WTFCWintrust Financial Corporation$11.3M0.08%91,117CommonSOLE
922908595VBKVanguard Index Funds SML CP GRW ETF$10.8M0.07%38,842CommonSOLE
896239100TRMBTrimble Inc$10.5M0.07%138,370CommonNONE
N07059210ASMLASML Holding N.V.$10.4M0.07%12,942CommonNONE
127387108CDNSCadence Design Systems, Inc.$10.3M0.07%33,485CommonNONE
44951W106IESCIES Holdings Inc.$10.3M0.07%34,652CommonSOLE
447462102HURNHuron Consulting Group Inc.$10.2M0.07%74,111CommonSOLE
98138H101WDAYWorkday Inc$10.0M0.07%41,521CommonNONE
609207105MDLZMondelez International, Inc.$9.6M0.07%142,017CommonSOLE
69608A108PLTRPalantir Technologies Inc$9.1M0.06%67,000CommonNONE
22207T101BASECouchbase Inc$8.7M0.06%356,564CommonSOLE
128030202CALMCal-Maine Foods Inc.$8.7M0.06%87,020CommonSOLE
12653C108CNXCNX Resources Corporation$8.6M0.06%255,362CommonSOLE
062540109BOHBank of Hawaii Corp.$8.1M0.06%120,176CommonSOLE
419870100HEHawaiian Electric Industries, Inc.$8.1M0.06%761,375CommonSOLE
679295105OKTAOkta Inc.$8.0M0.06%80,238CommonNONE
05722G100BKRBaker Hughes Company$8.0M0.05%208,242CommonSOLE
630402105NSSCNAPCO Security Technologies Inc.$7.8M0.05%262,494CommonSOLE
879433829TDSTelephone and Data Systems Inc.$7.7M0.05%217,123CommonSOLE
85254J102STAGSTAG Industrial, Inc.$7.7M0.05%211,165CommonSOLE
816300107SIGISelective Insurance Group Inc.$7.6M0.05%87,835CommonSOLE
302081104EXLSExlService Holdings Inc.$7.6M0.05%173,185CommonSOLE
410867105THGThe Hanover Insurance Group, Inc.$7.5M0.05%44,215CommonSOLE
42226A107HQYHealthequity Inc$7.1M0.05%68,241CommonNONE
302520101FNBF N B Corp (Pennsylvania)$7.0M0.05%479,804CommonSOLE
06652K103BKUBankUnited Inc.$7.0M0.05%195,492CommonSOLE
402635502GPORGulfport Energy Operating Corp.$6.9M0.05%34,324CommonSOLE
938824109WAFDWaFd Inc$6.6M0.05%225,798CommonSOLE
57142B104MQMarqeta Inc$6.6M0.05%1,131,087CommonSOLE
G6564A105NOMDNomad Foods Ltd.$6.4M0.04%374,145CommonSOLE
737630103PCHPotlatchdeltic Corp.$6.2M0.04%160,984CommonSOLE
18539C204CWENClearway Energy Inc$6.2M0.04%192,426CommonSOLE
00091G104ACVAACV Auctions Inc$6.1M0.04%377,063CommonSOLE
742718109PGThe Procter & Gamble Co.$6.0M0.04%37,649CommonSOLE
374297109GTYGetty Realty Corp$6.0M0.04%216,649CommonSOLE
974250102WINAWinmark Corp.$5.9M0.04%15,734CommonSOLE
12621E103CNOCNO Financial Group, Inc.$5.8M0.04%149,434CommonSOLE
83418M103SEISolaris Energy Infrastructure Inc$5.7M0.04%202,041CommonSOLE
01644J108ALKTAlkami Technology Inc.$5.5M0.04%181,953CommonSOLE
03784Y200APLEApple Hospitality Reit Inc$5.4M0.04%466,981CommonSOLE
30231G102XOMExxon Mobil Corp.$5.4M0.04%50,441CommonSOLE
55305B101MHOM/I Homes Inc.$5.4M0.04%48,491CommonSOLE
092113109BKHBlack Hills Corporation$5.3M0.04%93,692CommonSOLE
04911A107AUBAtlantic Union Bankshares Corp$5.2M0.04%167,213CommonSOLE
736508847PORPortland General Electric Company$5.2M0.04%127,598CommonSOLE
13321L108CCJCameco Corporation$5.2M0.04%69,491CommonNONE
00108J109ACMRAcm Research Inc$5.1M0.04%197,176CommonSOLE
022671101AMALAmalgamated Financial Corp.$5.0M0.03%159,189CommonSOLE
50189K103LCIILCI Industries$4.9M0.03%54,282CommonSOLE
607828100MODModine Manufacturing Co.$4.9M0.03%50,007CommonSOLE
88224Q107TCBITexas Capital Bancshares, Inc.$4.9M0.03%61,880CommonSOLE
05605H100BWXTBWX Technologies Inc.$4.9M0.03%33,691CommonNONE
422704106HLHecla Mining Company$4.8M0.03%793,812CommonSOLE
Y2065G121DHTDHT Holdings Inc.$4.7M0.03%431,295CommonSOLE
84857L101SRSpire Inc$4.4M0.03%60,891CommonSOLE
02081G201ATECAlphatec Holdings Inc.$4.3M0.03%388,135CommonSOLE
06417N103OZKBank OZK Little Rock Arkansas$4.0M0.03%85,702CommonSOLE
431284108HIWHighwoods Properties, Inc.$4.0M0.03%128,713CommonSOLE
46435G268SMMDiShares Trust RUSEL 2500 ETF$3.9M0.03%57,687CommonSOLE
156431108CENXCentury Aluminum Company$3.9M0.03%216,924CommonSOLE
950755108WERNWerner Enterprises Inc.$3.9M0.03%141,993CommonSOLE
18452B209CLSKCleanSpark Inc.$3.9M0.03%349,916CommonSOLE
00404A109ACHCAcadia Healthcare Company, Inc.$3.9M0.03%170,037CommonSOLE
00162Q452AMLPALPS ETF Trust ALERIAN MLP$3.7M0.03%75,653CommonSOLE
105368203BDNBrandywine Realty Trust$3.6M0.02%835,340CommonSOLE
G25457105CRDOCredo Technology Group Holding Ltd$3.5M0.02%37,896CommonNONE
61559X104MLTXMoonLake Immunotherapeutics$3.4M0.02%72,851CommonSOLE
922042858VWOVanguard International Equity Index Funds FTSE EMR MKT ETF$3.4M0.02%68,782CommonSOLE
201723103CMCCommercial Metals Company$3.4M0.02%68,850CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$3.3M0.02%68,404CommonSOLE
61174X109MNSTMonster Beverage Corp$3.3M0.02%52,380CommonSHARED
87484T108TALOTalos Energy Inc$3.3M0.02%384,387CommonSOLE
05379B107AVAAvista Corporation$3.2M0.02%85,294CommonSOLE
00724F101ADBEAdobe Inc$3.2M0.02%8,361CommonSOLE
29444U700EQIXEquinix, Inc.$3.2M0.02%4,014CommonSOLE
92189F437ANGLVanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF$3.1M0.02%106,124CommonSOLE
314211103FHIFederated Hermes Inc$3.1M0.02%69,616CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd.$3.0M0.02%38,029CommonSOLE
576485205MTDRMatador Resources Company$3.0M0.02%61,865CommonSOLE
464288687PFFiShares Trust PFD AND INCM SEC$2.9M0.02%93,529CommonSOLE
11373M107BB3Brookline Bancorp, Inc.$2.8M0.02%267,456CommonSOLE
464288521USRTiShares Trust CRE U S REIT ETF$2.7M0.02%48,525CommonSOLE
911363109URIUnited Rentals, Inc.$2.7M0.02%3,568CommonSOLE
095306106BLBDBlue Bird Corp.$2.7M0.02%62,178CommonSOLE
461202103INTUIntuit Inc$2.5M0.02%3,229CommonSOLE
74316P637CAMLCongress Large Cap Growth ETF$2.5M0.02%67,499CommonSOLE
739128106POWLPowell Industries Inc.$2.5M0.02%11,657CommonSOLE
464287465EFAiShares Trust MSCI EAFE ETF$2.4M0.02%27,211CommonNONE
74316J458IMIDXProfessionally Managed Portfolios CG MC GW INSTL$2.4M0.02%107,760CommonSOLE
45378A106IRTIndependence Realty Trust Inc$2.4M0.02%134,155CommonSOLE
237194105DRIDarden Restaurants, Inc.$2.3M0.02%10,728CommonSOLE
451107106IDAIdacorp Inc$2.3M0.02%19,780CommonSOLE
302941109FCNFTI Consulting, Inc.$2.3M0.02%14,121CommonSOLE
12662P108CVICVR Energy Inc.$2.3M0.02%84,479CommonSOLE
268158201DVAXDynavax Technologies Corp.$2.3M0.02%227,915CommonSOLE
052769106ADSKAutodesk Inc$2.2M0.02%7,205CommonSOLE
931142103WMTWalmart Inc$2.2M0.02%22,422CommonSOLE
729132100PLXSPlexus Corp$2.2M0.01%16,157CommonSOLE
30050B101EVHEvolent Health, Inc.$2.1M0.01%187,762CommonSOLE
74316P645CSMDCongress SMID Growth ETF$2.1M0.01%67,059CommonSOLE
009158106APDAir Products & Chemicals, Inc.$2.1M0.01%7,293CommonSOLE
78462F103SPYSpdr S&P 500 Etf Trust TR UNIT$2.0M0.01%3,259CommonSOLE
464289883AOKiShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF$2.0M0.01%50,155CommonSOLE
922908736VUGVanguard Index Funds GROWTH ETF$1.9M0.01%4,390CommonSOLE
617446448MSMorgan Stanley$1.9M0.01%13,557CommonSOLE
872590104TMUST-Mobile US Inc$1.9M0.01%7,988CommonSOLE
438516106HONHoneywell International Inc.$1.9M0.01%8,114CommonSOLE
550241103LUMNLumen Technologies Inc$1.8M0.01%415,367CommonSOLE
922042718VSSVanguard International Equity Index Funds FTSE SMCAP ETF$1.7M0.01%13,003CommonSOLE
59001A102MTHMeritage Homes Corp$1.7M0.01%26,075CommonSOLE
03940C100ACLXGBXArcellx Inc$1.7M0.01%25,209CommonSOLE
464288182AAXJiShares Trust MSCI AC ASIA ETF$1.6M0.01%19,944CommonSOLE
46090F100PDBCInvesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD$1.6M0.01%122,637CommonSOLE
879360105TDYTeledyne Technologies Inc$1.5M0.01%2,917CommonSOLE
37954Y673PAVEGlobal X Funds US INFR DEV ETF$1.5M0.01%34,221CommonSOLE
882508104TXNTexas Instruments Incorporated$1.5M0.01%7,091CommonSOLE
N6596X109NXPINXP Semiconductors NV$1.5M0.01%6,683CommonSOLE
191216100KOCoca-Cola Co (The)$1.4M0.01%20,318CommonSOLE
464287804IJRiShares Trust CORE S&P SCP ETF$1.4M0.01%12,657CommonSOLE
45168D104IDXXIDEXX Laboratories Inc.$1.4M0.01%2,524CommonSOLE
369550108GDGeneral Dynamics Corporation$1.3M0.01%4,585CommonSOLE
922908538VOTVanguard Index Funds MCAP GR IDXVIP$1.3M0.01%4,625CommonSOLE
874054109TTWOTake-Two Interactive Software Inc.$1.3M0.01%5,325CommonSOLE
761152107RMDResMed Inc.$1.3M0.01%4,990CommonSOLE
743315103PGRThe Progressive Corporation$1.3M0.01%4,785CommonSOLE
78409V104SPGIS&P Global Inc$1.3M0.01%2,421CommonSOLE
573874104MRVLMarvell Technology Inc$1.2M0.01%15,325CommonSOLE
87583X109TNGXTango Therapeutics Inc.$1.2M0.01%227,194CommonSOLE
79466L302CRMSalesforce Inc.$1.1M0.01%4,111CommonSOLE
92537N108VRTVertiv Holdings Co$1.1M0.01%8,674CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$1.1M0.01%3,605CommonSOLE
74316P710CSMCXCongress Small Cap Growth Fund$1.0M0.01%21,205CommonSOLE
922908363VOOVanguard Index Funds S&P 500 ETF SHS$971,8990.01%1,711CommonSOLE
00287Y109ABBVAbbVie Inc.$957,1330.01%5,156CommonSOLE
776696106ROPRoper Technologies Inc$950,7180.01%1,677CommonSOLE
64110D104NTAPNetApp Inc.$920,3790.01%8,638CommonSOLE
52603B107TREELendingtree Inc$916,3330.01%24,719CommonSOLE
773903109ROKRockwell Automation, Inc.$897,3860.01%2,702CommonSOLE
171340102CHDChurch & Dwight Co Inc.$896,8830.01%9,332CommonSOLE
571903202MARMarriott International, Inc.$895,3090.01%3,277CommonSOLE
244199105DEDeere & Company$833,3490.01%1,639CommonSOLE
89832Q109TFCTruist Financial Corp.$810,2590.01%18,848CommonSOLE
464287200IVViShares Trust CORE S&P500 ETF$807,7910.01%1,301CommonSOLE
78467Y107MDYSpdr S&P Midcap 400 Etf Trust UTSER1 S&PDCRP$768,1470.01%1,356CommonSOLE
742935216CAMLXProfessionally Managed Portfolios CNG LGCP GRW RT$732,3640.01%14,958CommonSOLE
478160104JNJJohnson & Johnson$709,9070.00%4,648CommonSOLE
064058100BKThe Bank of New York Mellon Corp.$695,3330.00%7,632CommonSOLE
91324P102UNHUnitedHealth Group Inc.$687,0440.00%2,202CommonSOLE
171484108CHDNChurchill Downs Inc$667,1050.00%6,605CommonSOLE
40434L105HPQHP Inc$621,5290.00%25,410CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$607,2130.00%1,250CommonSOLE
842587107SOSouthern Co.$599,9250.00%6,533CommonSOLE
58933Y105MRKMerck & Co., Inc$579,5520.00%7,321CommonSOLE
464287655IWMiShares Trust RUSSELL 2000 ETF$571,8440.00%2,650CommonSOLE
903288769USPRXVictory Portfolios Iii 500 INDX REWARD$551,8750.00%7,114CommonSOLE
75943R102RLAYRelay Therapeutics Inc$542,1820.00%156,700CommonSOLE
464287648IWOiShares Trust RUS 2000 GRW ETF$541,4190.00%1,894CommonSOLE
452308109ITWIllinois Tool Works Inc.$536,9350.00%2,172CommonSOLE
45866F104ICEIntercontinental Exchange Inc$506,3770.00%2,760CommonSOLE
81369Y803XLKSelect Sector Spdr Trust TECHNOLOGY$501,3950.00%1,980CommonSOLE
038222105AMATApplied Materials Inc.$498,5000.00%2,723CommonSOLE
74758T303QLYSQualys Inc$487,3300.00%3,411CommonSOLE
49338L103KEYSKeysight Technologies, Inc.$459,3000.00%2,803CommonSOLE
368736104GNRCGenerac Holdings Inc.$456,8400.00%3,190CommonSOLE
571748102MRSHMarsh & McLennan Companies, Inc.$456,3020.00%2,087CommonSOLE
464287184FXIiShares Trust CHINA LG-CAP ETF$437,9590.00%11,914CommonNONE
683344105ONTOOnto Innovation Inc.$427,2370.00%4,233CommonSOLE
88160R101TSLATesla Inc$417,7230.00%1,315CommonSOLE
907818108UNPUnion Pacific Corporation$384,8980.00%1,673CommonSOLE
969904101WSMWilliams-Sonoma Inc.$381,9760.00%2,338CommonSOLE
464287606IJKiShares Trust S&P MC 400GR ETF$380,3870.00%4,181CommonSOLE
002824100ABTAbbott Laboratories$378,4130.00%2,782CommonSOLE
233203413DFEOXDfa Invt Dimensions Group Inc US CORE EQ 1PT$373,3920.00%8,266CommonSOLE
512807306LRCXLam Research Corporation$368,6870.00%3,788CommonSOLE
78709Y105SAIASaia Inc$361,9410.00%1,321CommonSOLE
806857108SLBSchlumberger Limited$351,5200.00%10,400CommonSOLE
464288414MUBiShares Trust NATIONAL MUN ETF$351,4710.00%3,364CommonSOLE
880770102TERTeradyne Inc.$347,0910.00%3,860CommonSOLE
075887109BDXBecton, Dickinson and Company$345,3240.00%2,005CommonSOLE
35671D857FCXFreeport-McMoRan Inc.$343,8870.00%7,933CommonSOLE
G3323L100FNFabrinet$330,0420.00%1,120CommonSOLE
46637K281JHEQXJP Morgan Trust I HEDGED EQUITY I$303,6260.00%9,173CommonSHARED
666807102NOCNorthrop Grumman Corporation$299,2550.00%599CommonNONE
92345Y106VRSKVerisk Analytics, Inc.$288,1380.00%925CommonSOLE
592688105MTDMettler-Toledo International Inc$273,7100.00%233CommonSOLE
548661107LOWLowes Companies, Inc.$268,4630.00%1,210CommonSOLE
942749102WTSWatts Water Technologies Inc.$266,1010.00%1,082CommonSOLE
829073105SSDSimpson Manufacturing Co Inc.$261,5420.00%1,684CommonSOLE
84265V105SCCOSouthern Copper Corporation$254,4430.00%2,515CommonSOLE
679580100ODFLOld Dominion Freight Line Inc.$250,8880.00%1,546CommonSOLE
136375102CNICanadian National Railway Company$250,2160.00%2,405CommonSOLE
693475105PNCPNC Financial Services Group Inc.$238,5820.00%1,280CommonSOLE
46090E103QQQInvesco QQQ Trust, Series 1 UNIT SER 1$233,0250.00%422CommonSOLE
226718104CRTOCriteo S.A$232,1480.00%9,689CommonSOLE
05478C105AZEKThe AZEK Company Inc$224,0850.00%4,123CommonSOLE
03662Q105AKXAnsys Inc$212,4880.00%605CommonSOLE
03027X100AMTAmerican Tower Corporation$206,2120.00%933CommonSOLE
808515621SNOXXCharles Schwab Family Of Funds TREAS OB MNY INV$184,6230.00%184,623CommonSOLE
687033100ORRCFOroco Resources Co$4,5190.00%21,675CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.