Congress Asset Management
Latest statistics and disclosures from Congress Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, COST, ONTO, and represent 9.48% of Congress Asset Management's stock portfolio.
- Added to shares of these 10 stocks: USFD (+$121M), CTAS (+$121M), AEO (+$120M), DECK (+$117M), GS (+$115M), HALO (+$114M), CMG (+$109M), ATR (+$108M), PTC (+$106M), TMO (+$97M).
- Started 21 new stock positions in LII, USFD, PANW, Te Connectivity, LUMN, Lam Research, MTH, IBM, AMT, SMAR. OKTA, OII, CMG, SEI, MLTX, CRTO, BOX, ATR, LRN, PNC, AEO.
- Reduced shares in these 10 stocks: FCX (-$123M), STE (-$121M), DRI (-$118M), ENTG (-$117M), AVY (-$110M), PG (-$101M), ROP (-$100M), KEYS (-$98M), MPWR (-$92M), CME (-$77M).
- Sold out of its positions in CHUY, CIEN, COHR, CLB, CRWD, DV, EW, FND, HUBS, IEX.
- Congress Asset Management was a net buyer of stock by $273M.
- Congress Asset Management has $15B in assets under management (AUM), dropping by 5.11%.
- Central Index Key (CIK): 0000897378
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Portfolio Holdings for Congress Asset Management
Congress Asset Management holds 357 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.3 | $335M | 1.4M | 233.00 |
|
|
| NVIDIA Corporation (NVDA) | 2.2 | $324M | 2.7M | 121.44 |
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| Microsoft Corporation (MSFT) | 1.8 | $258M | 599k | 430.30 |
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| Costco Wholesale Corporation (COST) | 1.7 | $251M | 283k | 886.52 |
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| Onto Innovation (ONTO) | 1.5 | $223M | +38% | 1.1M | 207.56 |
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| Facebook Inc cl a (META) | 1.3 | $195M | 341k | 572.44 |
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| Eli Lilly & Co. (LLY) | 1.2 | $179M | 202k | 885.94 |
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| Arista Networks (ANET) | 1.2 | $176M | 460k | 383.82 |
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| Eaton (ETN) | 1.2 | $173M | 521k | 331.44 |
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| Amazon (AMZN) | 1.2 | $173M | 927k | 186.33 |
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| Alphabet Inc Class A cs (GOOGL) | 1.2 | $170M | 1.0M | 165.85 |
|
|
| SPS Commerce (SPSC) | 1.1 | $163M | 841k | 194.17 |
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| Cintas Corporation (CTAS) | 1.1 | $162M | +295% | 785k | 205.88 |
|
| Home Depot (HD) | 1.1 | $161M | -7% | 398k | 405.20 |
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| Visa (V) | 1.1 | $161M | 585k | 274.95 |
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| Servicenow (NOW) | 1.1 | $157M | 176k | 894.39 |
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| O'reilly Automotive (ORLY) | 1.1 | $154M | +7% | 134k | 1151.60 |
|
| Valvoline Inc Common (VVV) | 1.0 | $153M | +2% | 3.7M | 41.85 |
|
| Booz Allen Hamilton Holding Corporation (BAH) | 1.0 | $152M | 931k | 162.76 |
|
|
| Sherwin-Williams Company (SHW) | 1.0 | $151M | 396k | 381.67 |
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| Intuitive Surgical (ISRG) | 1.0 | $151M | 307k | 491.27 |
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| Curtiss-Wright (CW) | 1.0 | $151M | +136% | 459k | 328.69 |
|
| Emcor (EME) | 1.0 | $144M | -15% | 335k | 430.53 |
|
| Boston Scientific Corporation (BSX) | 1.0 | $144M | +3% | 1.7M | 83.80 |
|
| TJX Companies (TJX) | 1.0 | $143M | 1.2M | 117.54 |
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| Casey's General Stores (CASY) | 1.0 | $143M | 380k | 375.71 |
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| Synopsys (SNPS) | 1.0 | $142M | 281k | 506.39 |
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| Brown & Brown (BRO) | 1.0 | $141M | 1.4M | 103.60 |
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| Deckers Outdoor Corporation (DECK) | 1.0 | $141M | +490% | 884k | 159.45 |
|
| Halozyme Therapeutics (HALO) | 0.9 | $139M | +446% | 2.4M | 57.24 |
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| ResMed (RMD) | 0.9 | $139M | 568k | 244.12 |
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| Cooper Cos (COO) | 0.9 | $138M | 1.2M | 110.34 |
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| Copart (CPRT) | 0.9 | $138M | -2% | 2.6M | 52.40 |
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| Martin Marietta Materials (MLM) | 0.9 | $136M | 253k | 538.25 |
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| Intuit (INTU) | 0.9 | $135M | 217k | 621.00 |
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| Zoetis Inc Cl A (ZTS) | 0.9 | $135M | 690k | 195.38 |
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| Dynatrace (DT) | 0.9 | $134M | +23% | 2.5M | 53.47 |
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| Monolithic Power Systems (MPWR) | 0.9 | $133M | -40% | 144k | 924.50 |
|
| Goldman Sachs (GS) | 0.9 | $129M | +829% | 260k | 495.11 |
|
| Howmet Aerospace (HWM) | 0.9 | $127M | +2% | 1.3M | 100.25 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $127M | 451k | 281.37 |
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| Crane Company (CR) | 0.9 | $126M | -28% | 798k | 158.28 |
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| Nxp Semiconductors N V (NXPI) | 0.9 | $125M | 522k | 240.01 |
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| Descartes Sys Grp (DSGX) | 0.9 | $125M | 1.2M | 102.96 |
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| Ecolab (ECL) | 0.8 | $125M | 488k | 255.33 |
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| Penumbra (PEN) | 0.8 | $124M | 638k | 194.31 |
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| Nvent Electric Plc Voting equities (NVT) | 0.8 | $122M | -14% | 1.7M | 70.26 |
|
| Us Foods Hldg Corp call (USFD) | 0.8 | $121M | NEW | 2.0M | 61.50 |
|
| Pool Corporation (POOL) | 0.8 | $121M | -7% | 321k | 376.80 |
|
| Watts Water Technologies (WTS) | 0.8 | $121M | 582k | 207.19 |
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| Teledyne Technologies Incorporated (TDY) | 0.8 | $120M | 275k | 437.66 |
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| Saia (SAIA) | 0.8 | $120M | 274k | 437.26 |
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| Ptc (PTC) | 0.8 | $120M | +767% | 663k | 180.66 |
|
| American Eagle Outfitters (AEO) | 0.8 | $120M | NEW | 5.3M | 22.39 |
|
| Raymond James Financial (RJF) | 0.8 | $120M | +8% | 976k | 122.46 |
|
| Fabrinet (FN) | 0.8 | $118M | 499k | 236.44 |
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| Church & Dwight (CHD) | 0.8 | $115M | 1.1M | 104.72 |
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| FactSet Research Systems (FDS) | 0.8 | $114M | 248k | 459.85 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $111M | 949k | 117.22 |
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| Trade Desk (TTD) | 0.8 | $111M | 1.0M | 109.65 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $110M | +743% | 178k | 618.57 |
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| Hologic (HOLX) | 0.7 | $110M | +12% | 1.3M | 81.46 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $109M | NEW | 1.9M | 57.62 |
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| Aptar (ATR) | 0.7 | $108M | NEW | 676k | 160.19 |
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| Moody's Corporation (MCO) | 0.7 | $105M | 222k | 474.59 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $104M | 165k | 631.82 |
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| Comfort Systems USA (FIX) | 0.7 | $104M | -5% | 266k | 390.35 |
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| Take-Two Interactive Software (TTWO) | 0.7 | $100M | 653k | 153.71 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $95M | 245k | 389.12 |
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| West Pharmaceutical Services (WST) | 0.6 | $95M | -2% | 318k | 300.16 |
|
| Palo Alto Networks (PANW) | 0.6 | $95M | NEW | 278k | 341.80 |
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| Netflix (NFLX) | 0.6 | $95M | +7% | 134k | 709.27 |
|
| Pure Storage Inc - Class A (PSTG) | 0.6 | $95M | -10% | 1.9M | 50.24 |
|
| Qualys (QLYS) | 0.6 | $94M | -26% | 734k | 128.46 |
|
| Sterling Construction Company (STRL) | 0.6 | $94M | +19% | 648k | 145.02 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $88M | +3% | 189k | 465.08 |
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| Charles River Laboratories (CRL) | 0.6 | $86M | -2% | 434k | 196.97 |
|
| salesforce (CRM) | 0.6 | $82M | +13% | 300k | 273.71 |
|
| Boot Barn Hldgs (BOOT) | 0.5 | $80M | -4% | 479k | 167.28 |
|
| UFP Technologies (UFPT) | 0.5 | $78M | 246k | 316.70 |
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| Weatherford Intl Ordf (WFRD) | 0.5 | $77M | -11% | 904k | 84.92 |
|
| CommVault Systems (CVLT) | 0.5 | $76M | +29% | 492k | 153.85 |
|
| Csw Industrials (CSWI) | 0.5 | $75M | +3% | 204k | 366.39 |
|
| Sprouts Fmrs Mkt (SFM) | 0.5 | $74M | -22% | 666k | 110.41 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.5 | $66M | +12% | 681k | 97.20 |
|
| LeMaitre Vascular (LMAT) | 0.4 | $66M | +2% | 709k | 92.89 |
|
| Badger Meter (BMI) | 0.4 | $64M | +2% | 295k | 218.41 |
|
| Integer Hldgs (ITGR) | 0.4 | $64M | +3% | 489k | 130.00 |
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| Prestige Brands Holdings (PBH) | 0.4 | $62M | +7% | 865k | 72.10 |
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| Moog (MOG.A) | 0.4 | $62M | +2% | 305k | 202.02 |
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| Knife River Corp (KNF) | 0.4 | $61M | +10% | 680k | 89.39 |
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| Calix (CALX) | 0.4 | $61M | +30% | 1.6M | 38.79 |
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| Ligand Pharmaceuticals In (LGND) | 0.4 | $61M | +2% | 604k | 100.09 |
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| AeroVironment (AVAV) | 0.4 | $60M | -14% | 301k | 200.50 |
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| ICF International (ICFI) | 0.4 | $59M | +10% | 354k | 166.79 |
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| Merit Medical Systems (MMSI) | 0.4 | $58M | +2% | 590k | 98.83 |
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| Skyline Corporation (SKY) | 0.4 | $55M | +2% | 584k | 94.85 |
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| Elf Beauty (ELF) | 0.4 | $55M | +14% | 504k | 109.03 |
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| Vericel (VCEL) | 0.4 | $55M | +37% | 1.3M | 42.25 |
|
| Balchem Corporation (BCPC) | 0.4 | $53M | +12% | 301k | 176.00 |
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| Tractor Supply Company (TSCO) | 0.4 | $52M | +4% | 180k | 290.93 |
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| Ameris Ban (ABCB) | 0.3 | $51M | +2% | 809k | 62.39 |
|
| EnPro Industries (NPO) | 0.3 | $50M | +4% | 309k | 162.18 |
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| NOVA MEASURING Instruments L (NVMI) | 0.3 | $49M | +2% | 234k | 208.34 |
|
| Criteo Sa Ads (CRTO) | 0.3 | $49M | NEW | 1.2M | 40.24 |
|
| FTI Consulting (FCN) | 0.3 | $48M | +4% | 211k | 227.56 |
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| Box Inc cl a (BOX) | 0.3 | $46M | NEW | 1.4M | 32.73 |
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| Stride (LRN) | 0.3 | $46M | NEW | 535k | 85.31 |
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| Yeti Hldgs (YETI) | 0.3 | $44M | +18% | 1.1M | 41.03 |
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| SM Energy (SM) | 0.3 | $44M | +5% | 1.1M | 39.97 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $43M | +122% | 368k | 117.29 |
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| Pjt Partners (PJT) | 0.3 | $42M | +29% | 318k | 133.34 |
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| Crane Holdings (CXT) | 0.3 | $42M | +18% | 743k | 56.10 |
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| Cohen & Steers (CNS) | 0.3 | $42M | +3% | 433k | 95.95 |
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| Mgp Ingredients Inc Common Sto (MGPI) | 0.3 | $41M | +18% | 491k | 83.25 |
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| Power Integrations (POWI) | 0.3 | $40M | +18% | 622k | 64.12 |
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| Oceaneering International (OII) | 0.3 | $39M | NEW | 1.6M | 24.87 |
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| Fair Isaac Corporation (FICO) | 0.2 | $29M | -2% | 15k | 1943.52 |
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| Western Alliance Bancorporation (WAL) | 0.2 | $28M | +59% | 327k | 86.49 |
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| Steris Plc Ord equities (STE) | 0.2 | $27M | -81% | 111k | 242.54 |
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| Accenture (ACN) | 0.2 | $24M | -3% | 67k | 353.48 |
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| Stryker Corporation (SYK) | 0.2 | $24M | 65k | 361.26 |
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| EOG Resources (EOG) | 0.2 | $23M | 189k | 122.93 |
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| UnitedHealth (UNH) | 0.2 | $23M | -17% | 39k | 584.68 |
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| Fortinet (FTNT) | 0.2 | $23M | +16% | 292k | 77.55 |
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| Kinsale Cap Group (KNSL) | 0.1 | $22M | +8% | 47k | 465.57 |
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| Caterpillar (CAT) | 0.1 | $22M | 55k | 391.12 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $21M | 99k | 210.86 |
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| Cyberark Software (CYBR) | 0.1 | $21M | +16% | 70k | 291.61 |
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| Analog Devices (ADI) | 0.1 | $20M | 88k | 230.17 |
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| Amphenol Corporation (APH) | 0.1 | $20M | -2% | 310k | 65.16 |
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| Summit Matls Inc cl a (SUM) | 0.1 | $20M | +9% | 509k | 39.03 |
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| Abbvie (ABBV) | 0.1 | $19M | 96k | 197.48 |
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| Linde (LIN) | 0.1 | $19M | 39k | 476.85 |
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| Oracle Corporation (ORCL) | 0.1 | $18M | 107k | 170.40 |
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| Avery Dennison Corporation (AVY) | 0.1 | $18M | -85% | 82k | 220.76 |
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| Broadridge Financial Solutions (BR) | 0.1 | $18M | -2% | 82k | 215.03 |
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| Range Resources (RRC) | 0.1 | $18M | +7% | 572k | 30.76 |
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| Terreno Realty Corporation (TRNO) | 0.1 | $17M | +8% | 261k | 66.83 |
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| HEICO Corporation (HEI) | 0.1 | $17M | 66k | 261.48 |
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| Amgen (AMGN) | 0.1 | $17M | 54k | 322.21 |
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| Williams-Sonoma (WSM) | 0.1 | $17M | +112% | 108k | 154.92 |
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| Hamilton Lane Inc Common (HLNE) | 0.1 | $17M | 99k | 168.39 |
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| Allstate Corporation (ALL) | 0.1 | $17M | 88k | 189.65 |
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| MasterCard Incorporated (MA) | 0.1 | $16M | 33k | 493.80 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $16M | -4% | 31k | 517.78 |
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| Nextera Energy (NEE) | 0.1 | $16M | 186k | 84.53 |
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| Illinois Tool Works (ITW) | 0.1 | $16M | 60k | 262.07 |
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| Medpace Hldgs (MEDP) | 0.1 | $16M | -5% | 47k | 333.80 |
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| Repligen Corporation (RGEN) | 0.1 | $15M | +10% | 104k | 148.82 |
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| Merck & Co (MRK) | 0.1 | $15M | 135k | 113.56 |
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| Azek (AZEK) | 0.1 | $15M | +15% | 327k | 46.80 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $15M | +9% | 185k | 82.48 |
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| Colgate-Palmolive Company (CL) | 0.1 | $15M | 145k | 103.81 |
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| T. Rowe Price (TROW) | 0.1 | $15M | 138k | 108.93 |
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| Entegris (ENTG) | 0.1 | $15M | -88% | 134k | 112.53 |
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| Cdw (CDW) | 0.1 | $15M | +16% | 66k | 226.30 |
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| Cactus Inc - A (WHD) | 0.1 | $15M | +17% | 248k | 59.67 |
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| Werner Enterprises (WERN) | 0.1 | $14M | +10% | 370k | 38.59 |
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| McDonald's Corporation (MCD) | 0.1 | $14M | 47k | 304.51 |
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| Cme (CME) | 0.1 | $14M | -84% | 64k | 220.65 |
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| Booking Holdings (BKNG) | 0.1 | $14M | 3.4k | 4212.19 |
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| Te Connectivity | 0.1 | $14M | NEW | 94k | 150.99 |
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| Mueller Industries (MLI) | 0.1 | $14M | -2% | 190k | 74.10 |
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| Quanta Services (PWR) | 0.1 | $14M | -2% | 47k | 298.15 |
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| Broadcom (AVGO) | 0.1 | $14M | +632% | 81k | 172.50 |
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| Valmont Industries (VMI) | 0.1 | $14M | +16% | 48k | 289.95 |
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| Modine Manufacturing (MOD) | 0.1 | $14M | -3% | 104k | 132.79 |
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| Cisco Systems (CSCO) | 0.1 | $14M | 254k | 53.22 |
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| Ametek (AME) | 0.1 | $14M | 79k | 171.71 |
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| Morningstar (MORN) | 0.1 | $13M | +16% | 42k | 319.12 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $13M | -6% | 78k | 167.19 |
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| Insulet Corporation (PODD) | 0.1 | $13M | +15% | 56k | 232.75 |
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| Patrick Industries (PATK) | 0.1 | $13M | 90k | 142.37 |
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| Chevron Corporation (CVX) | 0.1 | $13M | 87k | 147.27 |
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| KBR (KBR) | 0.1 | $13M | +16% | 191k | 65.13 |
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| Honeywell International (HON) | 0.1 | $12M | -4% | 60k | 206.71 |
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| UMB Financial Corporation (UMBF) | 0.1 | $12M | 116k | 105.11 |
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| International Business Machines (IBM) | 0.1 | $12M | NEW | 53k | 221.08 |
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| Ban (TBBK) | 0.1 | $11M | 213k | 53.50 |
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| Group 1 Automotive (GPI) | 0.1 | $11M | 28k | 383.04 |
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| Option Care Health (OPCH) | 0.1 | $11M | +20% | 342k | 31.30 |
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| Mondelez Int (MDLZ) | 0.1 | $10M | 141k | 73.67 |
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| Asml Holding (ASML) | 0.1 | $10M | +33% | 12k | 833.25 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $10M | -22% | 39k | 267.37 |
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| Virtu Financial Inc Class A (VIRT) | 0.1 | $10M | 335k | 30.46 |
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| Garmin (GRMN) | 0.1 | $10M | 57k | 176.03 |
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| Workday Inc cl a (WDAY) | 0.1 | $9.9M | -3% | 41k | 244.41 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $9.8M | 90k | 108.53 |
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| Cadence Design Systems (CDNS) | 0.1 | $9.5M | +20% | 35k | 271.03 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $9.4M | +18% | 49k | 192.02 |
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| Acva (ACVA) | 0.1 | $9.4M | 464k | 20.33 |
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| United Parcel Service (UPS) | 0.1 | $9.4M | 69k | 136.34 |
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| Trimble Navigation (TRMB) | 0.1 | $9.4M | -2% | 151k | 62.09 |
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| Simply Good Foods (SMPL) | 0.1 | $9.3M | -35% | 267k | 34.77 |
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| Championx Corp (CHX) | 0.1 | $9.2M | -22% | 306k | 30.15 |
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| Choice Hotels International (CHH) | 0.1 | $9.1M | +15% | 70k | 130.30 |
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| Nike (NKE) | 0.1 | $8.9M | -6% | 101k | 88.40 |
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| Hershey Company (HSY) | 0.1 | $8.7M | 45k | 191.78 |
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| Cnx Resources Corporation (CNX) | 0.1 | $8.1M | 249k | 32.57 |
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| Huron Consulting (HURN) | 0.1 | $7.9M | 73k | 108.70 |
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| M/I Homes (MHO) | 0.1 | $7.9M | 46k | 171.36 |
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| Stag Industrial (STAG) | 0.1 | $7.8M | 201k | 39.09 |
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| Roper Industries (ROP) | 0.1 | $7.8M | -92% | 14k | 556.44 |
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| Acadia Healthcare (ACHC) | 0.1 | $7.5M | +16% | 119k | 63.41 |
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| Washington Federal (WAFD) | 0.1 | $7.4M | 211k | 34.85 |
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| Procter & Gamble Company (PG) | 0.0 | $7.1M | -93% | 41k | 173.20 |
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| Bankunited (BKU) | 0.0 | $7.1M | 194k | 36.44 |
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| Potlatch Corporation (PCH) | 0.0 | $6.8M | 151k | 45.05 |
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| Simulations Plus (SLP) | 0.0 | $6.6M | +22% | 207k | 32.02 |
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| Cathay General Ban (CATY) | 0.0 | $6.5M | 151k | 42.95 |
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| Cal-Maine Foods (CALM) | 0.0 | $6.3M | 85k | 74.84 |
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| Lci Industries (LCII) | 0.0 | $6.3M | 52k | 120.54 |
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| Kulicke and Soffa Industries (KLIC) | 0.0 | $6.1M | 135k | 45.13 |
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| Portland General Electric Company (POR) | 0.0 | $5.8M | 122k | 47.90 |
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| Okta Inc cl a (OKTA) | 0.0 | $5.8M | NEW | 79k | 74.34 |
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| Napco Security Systems (NSSC) | 0.0 | $5.8M | 144k | 40.46 |
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| Clearway Energy Inc cl c (CWEN) | 0.0 | $5.8M | 189k | 30.68 |
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| Central Garden & Pet (CENTA) | 0.0 | $5.6M | 179k | 31.40 |
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| Sandy Spring Ban (SASR) | 0.0 | $5.6M | 179k | 31.37 |
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| Solaris Oilfield Infrstr (SEI) | 0.0 | $5.6M | NEW | 439k | 12.76 |
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| Apple Hospitality Reit (APLE) | 0.0 | $5.6M | 374k | 14.85 |
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| Black Hills Corporation (BKH) | 0.0 | $5.5M | 90k | 61.12 |
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| Jeld-wen Hldg (JELD) | 0.0 | $5.4M | 343k | 15.81 |
|
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| Matador Resources (MTDR) | 0.0 | $5.2M | 106k | 49.42 |
|
|
| CNO Financial (CNO) | 0.0 | $5.2M | 148k | 35.10 |
|
|
| Marqeta (MQ) | 0.0 | $5.2M | +46% | 1.1M | 4.92 |
|
| Hecla Mining Company (HL) | 0.0 | $5.0M | 754k | 6.67 |
|
|
| Cross Country Healthcare (CCRN) | 0.0 | $4.8M | +7% | 359k | 13.44 |
|
| Hanover Insurance (THG) | 0.0 | $4.8M | +14% | 32k | 148.11 |
|
| Dht Holdings (DHT) | 0.0 | $4.6M | 415k | 11.03 |
|
|
| Getty Realty (GTY) | 0.0 | $4.5M | 140k | 31.81 |
|
|
| Telephone And Data Systems (TDS) | 0.0 | $4.3M | 186k | 23.25 |
|
|
| Alerian Mlp Etf etf (AMLP) | 0.0 | $4.2M | -9% | 90k | 47.13 |
|
| Highwoods Properties (HIW) | 0.0 | $4.1M | -5% | 123k | 33.51 |
|
| Myr (MYRG) | 0.0 | $4.1M | 40k | 102.23 |
|
|
| Spire (SR) | 0.0 | $4.1M | 60k | 67.29 |
|
|
| Equinix (EQIX) | 0.0 | $4.0M | -3% | 4.5k | 887.68 |
|
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.0 | $4.0M | -9% | 64k | 61.57 |
|
| Bank of Hawaii Corporation (BOH) | 0.0 | $3.8M | +30% | 61k | 62.77 |
|
| United Rentals (URI) | 0.0 | $3.8M | -3% | 4.7k | 809.73 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.8M | -15% | 78k | 47.85 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $3.7M | -2% | 43k | 85.54 |
|
| Talos Energy (TALO) | 0.0 | $3.7M | 356k | 10.35 |
|
|
| Smartsheet (SMAR) | 0.0 | $3.7M | NEW | 66k | 55.36 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $3.6M | -59% | 9.7k | 375.38 |
|
| Brandywine Realty Trust (BDN) | 0.0 | $3.5M | 651k | 5.44 |
|
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.0 | $3.5M | -9% | 35k | 100.72 |
|
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $3.5M | -9% | 119k | 29.41 |
|
| Winmark Corporation (WINA) | 0.0 | $3.5M | 9.1k | 382.93 |
|
|
| Commercial Metals Company (CMC) | 0.0 | $3.4M | 62k | 54.96 |
|
|
| Moonlake Immunot (MLTX) | 0.0 | $3.4M | NEW | 67k | 50.42 |
|
| Century Aluminum Company (CENX) | 0.0 | $3.3M | 204k | 16.23 |
|
|
| Allete (ALE) | 0.0 | $3.2M | 49k | 64.19 |
|
|
| Crispr Therapeutics (CRSP) | 0.0 | $3.1M | +2% | 66k | 46.98 |
|
| Avista Corporation (AVA) | 0.0 | $3.1M | 80k | 38.75 |
|
|
| Evolent Health (EVH) | 0.0 | $2.9M | 104k | 28.28 |
|
|
| Darden Restaurants (DRI) | 0.0 | $2.8M | -97% | 17k | 164.13 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $2.7M | -9% | 81k | 33.23 |
|
| Independence Realty Trust In (IRT) | 0.0 | $2.6M | 129k | 20.50 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $2.6M | NEW | 365k | 7.10 |
|
| Bank Ozk (OZK) | 0.0 | $2.6M | 60k | 42.99 |
|
|
| Brookline Ban (BRKL) | 0.0 | $2.5M | 247k | 10.09 |
|
|
| Meritage Homes Corporation (MTH) | 0.0 | $2.5M | NEW | 12k | 205.07 |
|
| Ishares Tr rusel 2500 etf (SMMD) | 0.0 | $2.4M | -29% | 35k | 67.73 |
|
| Autodesk (ADSK) | 0.0 | $2.3M | -4% | 8.5k | 275.48 |
|
| Dynavax Technologies (DVAX) | 0.0 | $2.3M | 210k | 11.14 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $2.3M | 161k | 14.11 |
|
|
| Global X Fds us infr dev (PAVE) | 0.0 | $2.2M | -25% | 53k | 41.16 |
|
| Plexus (PLXS) | 0.0 | $2.2M | 16k | 136.71 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.2M | 26k | 83.63 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $2.1M | -98% | 43k | 49.92 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $2.1M | -20% | 18k | 116.96 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.1M | -4% | 4.2k | 505.22 |
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.1M | +12% | 3.7k | 573.78 |
|
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $2.0M | -23% | 16k | 125.96 |
|
| Mettler-Toledo International (MTD) | 0.0 | $2.0M | -21% | 1.4k | 1499.70 |
|
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $2.0M | -23% | 41k | 48.84 |
|
| S&p Global (SPGI) | 0.0 | $2.0M | -3% | 3.9k | 516.57 |
|
| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.0 | $2.0M | -38% | 51k | 38.66 |
|
| Ida (IDA) | 0.0 | $2.0M | 19k | 103.09 |
|
|
| Arcellx (ACLX) | 0.0 | $1.9M | 23k | 83.51 |
|
|
| Federated Investors (FHI) | 0.0 | $1.8M | 49k | 36.77 |
|
|
| CVR Energy (CVI) | 0.0 | $1.8M | 78k | 23.03 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $1.8M | -98% | 11k | 158.93 |
|
| Dex (DXCM) | 0.0 | $1.6M | -97% | 24k | 67.04 |
|
| Tango Therapeutics (TNGX) | 0.0 | $1.6M | 209k | 7.70 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $1.6M | -37% | 9.7k | 162.06 |
|
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $1.5M | -23% | 114k | 13.43 |
|
| Profesionally Managed Portfo (CAML) | 0.0 | $1.3M | 40k | 33.04 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $1.3M | 38k | 34.47 |
|
|
| Progressive Corporation (PGR) | 0.0 | $1.3M | 5.1k | 253.76 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $1.3M | +132% | 14k | 91.93 |
|
| Tree (TREE) | 0.0 | $1.3M | +15% | 22k | 58.03 |
|
| Churchill Downs (CHDN) | 0.0 | $1.2M | 9.1k | 135.21 |
|
|
| Profesionally Managed Portfo (CSMD) | 0.0 | $1.2M | 40k | 29.91 |
|
|
| Inspire Med Sys (INSP) | 0.0 | $1.2M | +30% | 5.5k | 211.05 |
|
| Relay Therapeutics (RLAY) | 0.0 | $1.0M | 146k | 7.08 |
|
|
| Rockwell Automation (ROK) | 0.0 | $1.0M | 3.8k | 268.49 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $1.0M | 3.7k | 276.73 |
|
|
| Deere & Company (DE) | 0.0 | $1.0M | -6% | 2.4k | 417.38 |
|
| Berkshire Hathaway (BRK.B) | 0.0 | $978k | 2.1k | 460.26 |
|
|
| Ansys (ANSS) | 0.0 | $961k | -20% | 3.0k | 318.63 |
|
| Zynex (ZYXI) | 0.0 | $947k | 116k | 8.16 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $926k | +144% | 5.2k | 176.60 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $895k | 9.0k | 99.49 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $869k | -12% | 3.5k | 246.50 |
|
| Marriott International (MAR) | 0.0 | $815k | 3.3k | 248.60 |
|
|
| Dover Corporation (DOV) | 0.0 | $787k | 4.1k | 191.73 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $767k | -3% | 1.5k | 527.67 |
|
| Alphatec Holdings (ATEC) | 0.0 | $721k | 130k | 5.56 |
|
|
| Vanguard Growth ETF (VUG) | 0.0 | $701k | 1.8k | 383.93 |
|
|
| L3harris Technologies (LHX) | 0.0 | $680k | -3% | 2.9k | 237.87 |
|
| Air Products & Chemicals (APD) | 0.0 | $655k | -30% | 2.2k | 297.74 |
|
| Southern Company (SO) | 0.0 | $599k | 6.6k | 90.18 |
|
|
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $563k | +25% | 2.0k | 284.00 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $548k | +6% | 7.6k | 71.86 |
|
| Align Technology (ALGN) | 0.0 | $547k | 2.2k | 254.32 |
|
|
| RPM International (RPM) | 0.0 | $545k | -14% | 4.5k | 121.00 |
|
| Pepsi (PEP) | 0.0 | $539k | -37% | 3.2k | 170.06 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $519k | -2% | 3.5k | 148.48 |
|
| Teradyne (TER) | 0.0 | $517k | 3.9k | 133.93 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $513k | 2.1k | 247.32 |
|
|
| Heartland Financial USA (HTLF) | 0.0 | $508k | 9.0k | 56.70 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $500k | 2.1k | 241.06 |
|
|
| Corteva (CTVA) | 0.0 | $500k | 8.5k | 58.79 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $491k | -13% | 4.9k | 100.95 |
|
| Generac Holdings (GNRC) | 0.0 | $475k | +23% | 3.0k | 158.88 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $466k | 2.1k | 223.09 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $462k | 4.0k | 115.67 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $458k | -6% | 2.3k | 198.64 |
|
| Intercontinental Exchange (ICE) | 0.0 | $451k | -72% | 2.8k | 160.64 |
|
| Schlumberger (SLB) | 0.0 | $445k | 11k | 41.95 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $435k | -38% | 3.8k | 114.02 |
|
| Asbury Automotive (ABG) | 0.0 | $429k | -47% | 1.8k | 238.59 |
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $419k | +75% | 1.7k | 243.47 |
|
| iShares S&P 500 Index (IVV) | 0.0 | $396k | -24% | 686.00 | 576.82 |
|
| Simpson Manufacturing (SSD) | 0.0 | $389k | 2.0k | 191.27 |
|
|
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $379k | 12k | 31.78 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $336k | 5.2k | 64.74 |
|
|
| Lowe's Companies (LOW) | 0.0 | $328k | 1.2k | 270.85 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $314k | 594.00 | 528.40 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $313k | -10% | 2.7k | 117.14 |
|
| Lam Research | 0.0 | $306k | NEW | 375.00 | 816.82 |
|
| Editas Medicine (EDIT) | 0.0 | $305k | 90k | 3.41 |
|
|
| Danaher Corporation (DHR) | 0.0 | $287k | 1.0k | 277.96 |
|
|
| Diodes Incorporated (DIOD) | 0.0 | $282k | -46% | 4.4k | 64.09 |
|
| Supernus Pharmaceuticals (SUPN) | 0.0 | $280k | 9.0k | 31.18 |
|
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $276k | -9% | 484.00 | 569.66 |
|
| Verisk Analytics (VRSK) | 0.0 | $248k | 925.00 | 267.96 |
|
|
| PNC Financial Services (PNC) | 0.0 | $237k | NEW | 1.3k | 184.82 |
|
| J.M. Smucker Company (SJM) | 0.0 | $232k | 1.9k | 121.10 |
|
|
| Bruker Corporation (BRKR) | 0.0 | $229k | -72% | 3.3k | 69.06 |
|
| American Tower Reit (AMT) | 0.0 | $224k | NEW | 965.00 | 232.56 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $213k | -10% | 436.00 | 488.59 |
|
| Lennox International (LII) | 0.0 | $202k | NEW | 334.00 | 604.29 |
|
| Oroco Resource Corp (ORRCF) | 0.0 | $5.5k | 22k | 0.26 |
|
Past Filings by Congress Asset Management
SEC 13F filings are viewable for Congress Asset Management going back to 2011
- Congress Asset Management 2024 Q3 filed Oct. 28, 2024
- Congress Asset Management 2024 Q2 filed Aug. 2, 2024
- Congress Asset Management 2024 Q1 filed April 11, 2024
- Congress Asset Management 2023 Q4 filed March 4, 2024
- Congress Asset Management 2023 Q3 filed Nov. 1, 2023
- Congress Asset Management 2023 Q2 filed July 27, 2023
- Congress Asset Management 2023 Q1 filed April 21, 2023
- Congress Asset Management 2022 Q4 filed Jan. 18, 2023
- Congress Asset Management 2022 Q3 filed Nov. 8, 2022
- Congress Asset Management 2022 Q2 filed Aug. 2, 2022
- Congress Asset Management 2022 Q1 filed April 20, 2022
- Congress Asset Management 2021 Q4 filed Jan. 28, 2022
- Congress Asset Management 2021 Q3 filed Nov. 8, 2021
- Congress Asset Management 2021 Q2 filed Aug. 5, 2021
- Congress Asset Management 2021 Q1 filed May 5, 2021
- Congress Asset Management 2020 Q4 filed Jan. 26, 2021