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, OLLI, and represent 9.71% of Congress Asset Management's stock portfolio.
- Added to shares of these 10 stocks: WMB (+$113M), UBER (+$99M), AVGO (+$88M), GWRE (+$86M), CYBR (+$85M), GRMN (+$83M), HLI (+$81M), TXRH (+$77M), LRN (+$75M), DDOG (+$52M).
- Started 24 new stock positions in TCBI, ULTA, NOMD, DDOG, HE, AMT, SIGI, NBIX, ABG, GWRE. HLI, SXT, TILE, CWAN, CART, PLTR, TSLA, CLSK, DUOL, BASE, WMB, UBER, CAVA, CIEN.
- Reduced shares in these 10 stocks: INTU (-$123M), SHW (-$121M), TTWO (-$119M), VVV (-$119M), CHD (-$109M), WTS (-$106M), FDS (-$104M), NXPI (-$98M), SFM (-$96M), QLYS (-$86M).
- Sold out of its positions in AAON, A, ALGN, ALE, ALTR, ANSS, AMAT, CWST, CATY, CENTA.
- Congress Asset Management was a net seller of stock by $-463M.
- Congress Asset Management has $13B in assets under management (AUM), dropping by -9.64%.
- Central Index Key (CIK): 0000897378
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Portfolio Holdings for Congress Asset Management
Congress Asset Management holds 365 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.4 | $321M | 1.4M | 222.13 |
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| NVIDIA Corporation (NVDA) | 2.2 | $289M | 2.7M | 108.38 |
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| Microsoft Corporation (MSFT) | 1.9 | $248M | 660k | 375.39 |
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| Costco Wholesale Corporation (COST) | 1.7 | $229M | -13% | 242k | 945.78 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 1.6 | $213M | -4% | 1.8M | 116.36 |
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| Visa (V) | 1.5 | $206M | 588k | 350.46 |
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| Facebook Inc cl a (META) | 1.5 | $199M | 345k | 576.36 |
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| Amazon (AMZN) | 1.3 | $176M | 925k | 190.26 |
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| Boston Scientific Corporation (BSX) | 1.3 | $173M | 1.7M | 100.88 |
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| Alphabet Inc Class A cs (GOOGL) | 1.3 | $170M | 1.1M | 154.64 |
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| Howmet Aerospace (HWM) | 1.2 | $167M | 1.3M | 129.73 |
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| Cintas Corporation (CTAS) | 1.2 | $165M | 805k | 205.53 |
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| Eli Lilly & Co. (LLY) | 1.2 | $164M | 198k | 825.91 |
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| Arthur J. Gallagher & Co. (AJG) | 1.2 | $158M | 458k | 345.24 |
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| Intuitive Surgical (ISRG) | 1.2 | $155M | 313k | 495.27 |
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| O'reilly Automotive (ORLY) | 1.1 | $153M | 106k | 1432.59 |
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| TJX Companies (TJX) | 1.1 | $150M | 1.2M | 121.80 |
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| Stride (LRN) | 1.1 | $148M | +102% | 1.2M | 126.50 |
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| Penumbra (PEN) | 1.1 | $146M | -10% | 546k | 267.41 |
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| Home Depot (HD) | 1.1 | $145M | 396k | 366.49 |
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| Goldman Sachs (GS) | 1.1 | $145M | 265k | 546.29 |
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| Eaton (ETN) | 1.1 | $143M | 527k | 271.83 |
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| Arista Networks (ANET) | 1.1 | $142M | 1.8M | 77.48 |
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| Servicenow (NOW) | 1.1 | $141M | 177k | 796.14 |
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| Brown & Brown (BRO) | 1.0 | $138M | -12% | 1.1M | 124.40 |
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| Halozyme Therapeutics (HALO) | 1.0 | $136M | +8% | 2.1M | 63.81 |
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| Curtiss-Wright (CW) | 1.0 | $130M | -7% | 410k | 317.27 |
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| Netflix (NFLX) | 1.0 | $129M | 138k | 932.53 |
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| Ecolab (ECL) | 0.9 | $127M | 499k | 253.52 |
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| Martin Marietta Materials (MLM) | 0.9 | $121M | 254k | 478.13 |
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| Copart (CPRT) | 0.9 | $121M | -8% | 2.1M | 56.59 |
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| Synopsys (SNPS) | 0.9 | $119M | 277k | 428.85 |
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| Casey's General Stores (CASY) | 0.9 | $119M | -13% | 273k | 434.04 |
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| Raymond James Financial (RJF) | 0.9 | $119M | -7% | 853k | 138.91 |
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| Baker Hughes A Ge Company (BKR) | 0.9 | $118M | +3% | 2.7M | 43.95 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $117M | 192k | 607.85 |
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| Williams Companies (WMB) | 0.8 | $113M | NEW | 1.9M | 59.76 |
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| Cyberark Software (CYBR) | 0.8 | $113M | +304% | 333k | 338.00 |
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| ResMed (RMD) | 0.8 | $110M | -6% | 490k | 223.85 |
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| Us Foods Hldg Corp call (USFD) | 0.8 | $108M | -13% | 1.7M | 65.46 |
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| Crane Company (CR) | 0.8 | $107M | -7% | 699k | 153.18 |
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| Emcor (EME) | 0.8 | $106M | -7% | 286k | 369.63 |
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| Teledyne Technologies Incorporated (TDY) | 0.8 | $105M | -7% | 212k | 497.71 |
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| Descartes Sys Grp (DSGX) | 0.8 | $105M | -11% | 1.0M | 100.83 |
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| Moody's Corporation (MCO) | 0.8 | $105M | 226k | 465.69 |
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| Sprouts Fmrs Mkt (SFM) | 0.8 | $103M | -48% | 672k | 152.64 |
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| Uber Technologies (UBER) | 0.7 | $99M | NEW | 1.4M | 72.86 |
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| Broadcom (AVGO) | 0.7 | $99M | +783% | 592k | 167.43 |
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| Palo Alto Networks (PANW) | 0.7 | $97M | 568k | 170.64 |
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| Dynatrace (DT) | 0.7 | $96M | -12% | 2.0M | 47.15 |
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| Garmin (GRMN) | 0.7 | $96M | +673% | 441k | 217.13 |
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| SPS Commerce (SPSC) | 0.7 | $93M | -13% | 697k | 132.73 |
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| Cooper Cos (COO) | 0.7 | $92M | -6% | 1.1M | 84.35 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $91M | +27% | 188k | 484.82 |
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| CommVault Systems (CVLT) | 0.7 | $88M | +7% | 560k | 157.76 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $88M | -9% | 1.7M | 50.21 |
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| Aptar (ATR) | 0.7 | $87M | -16% | 586k | 148.38 |
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| Guidewire Software (GWRE) | 0.6 | $86M | NEW | 456k | 187.36 |
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| Prestige Brands Holdings (PBH) | 0.6 | $85M | +9% | 992k | 85.97 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $84M | +23% | 168k | 497.60 |
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| Godaddy Inc cl a (GDDY) | 0.6 | $83M | -18% | 460k | 180.14 |
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| salesforce (CRM) | 0.6 | $82M | -3% | 306k | 268.36 |
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| Houlihan Lokey Inc cl a (HLI) | 0.6 | $81M | NEW | 504k | 161.50 |
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| Trade Desk (TTD) | 0.6 | $81M | +47% | 1.5M | 54.72 |
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| Dex (DXCM) | 0.6 | $79M | -14% | 1.2M | 68.29 |
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| Dell Technologies (DELL) | 0.6 | $79M | 865k | 91.15 |
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| Deckers Outdoor Corporation (DECK) | 0.6 | $78M | -7% | 701k | 111.81 |
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| Nvent Electric Plc Voting equities (NVT) | 0.6 | $78M | -10% | 1.5M | 52.42 |
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| Booz Allen Hamilton Holding Corporation (BAH) | 0.6 | $78M | -11% | 745k | 104.58 |
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| Texas Roadhouse (TXRH) | 0.6 | $78M | +8956% | 466k | 166.63 |
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| Saia (SAIA) | 0.6 | $78M | -11% | 222k | 349.43 |
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| Badger Meter (BMI) | 0.6 | $76M | +9% | 399k | 190.25 |
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| MarketAxess Holdings (MKTX) | 0.6 | $74M | +8% | 342k | 216.35 |
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| Pure Storage Inc - Class A (PSTG) | 0.5 | $73M | -15% | 1.6M | 44.27 |
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| Shopify Inc cl a (SHOP) | 0.5 | $71M | -5% | 748k | 95.48 |
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| Monolithic Power Systems (MPWR) | 0.5 | $71M | -6% | 123k | 579.98 |
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| InterDigital (IDCC) | 0.5 | $70M | +4% | 339k | 206.75 |
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| Ligand Pharmaceuticals In (LGND) | 0.5 | $68M | +3% | 643k | 105.14 |
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| Pjt Partners (PJT) | 0.5 | $67M | +19% | 486k | 137.88 |
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| Merit Medical Systems (MMSI) | 0.5 | $66M | +4% | 628k | 105.71 |
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| Knife River Corp (KNF) | 0.5 | $66M | +5% | 734k | 90.21 |
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| Vericel (VCEL) | 0.5 | $66M | 1.5M | 44.62 |
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| ACI Worldwide (ACIW) | 0.5 | $65M | +9% | 1.2M | 54.71 |
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| Skyline Corporation (SKY) | 0.5 | $63M | +8% | 662k | 94.76 |
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| UFP Technologies (UFPT) | 0.5 | $62M | +9% | 309k | 201.71 |
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| Rambus (RMBS) | 0.5 | $62M | +38% | 1.2M | 51.77 |
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| Integer Hldgs (ITGR) | 0.5 | $62M | +4% | 523k | 118.01 |
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| Sterling Construction Company (STRL) | 0.5 | $60M | +6% | 532k | 113.21 |
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| Csw Industrials (CSWI) | 0.4 | $60M | 206k | 291.52 |
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| Moog (MOG.A) | 0.4 | $60M | +11% | 344k | 173.35 |
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| Balchem Corporation (BCPC) | 0.4 | $60M | +12% | 359k | 166.00 |
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| Elf Beauty (ELF) | 0.4 | $59M | +53% | 939k | 62.79 |
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| Box Inc cl a (BOX) | 0.4 | $57M | +11% | 1.8M | 30.86 |
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| West Pharmaceutical Services (WST) | 0.4 | $57M | -12% | 253k | 223.88 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.4 | $56M | -30% | 480k | 117.49 |
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| Tractor Supply Company (TSCO) | 0.4 | $55M | +5% | 1.0M | 55.10 |
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| Onto Innovation (ONTO) | 0.4 | $55M | -7% | 453k | 121.34 |
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| EnPro Industries (NPO) | 0.4 | $55M | +7% | 339k | 161.79 |
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| LeMaitre Vascular (LMAT) | 0.4 | $54M | -10% | 644k | 83.90 |
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| Ameris Ban (ABCB) | 0.4 | $54M | +13% | 934k | 57.57 |
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| Cohen & Steers (CNS) | 0.4 | $53M | +24% | 656k | 80.25 |
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| Datadog Inc Cl A (DDOG) | 0.4 | $52M | NEW | 527k | 99.21 |
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| NOVA MEASURING Instruments L (NVMI) | 0.4 | $51M | +9% | 275k | 184.33 |
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| Sensient Technologies Corporation (SXT) | 0.4 | $50M | NEW | 672k | 74.43 |
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| Criteo Sa Ads (CRTO) | 0.4 | $50M | +25% | 1.4M | 35.41 |
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| Boot Barn Hldgs (BOOT) | 0.4 | $49M | +5% | 458k | 107.43 |
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| Inspire Med Sys (INSP) | 0.4 | $49M | +3943% | 308k | 159.28 |
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| Calix (CALX) | 0.4 | $49M | +8% | 1.4M | 35.44 |
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| Interface (TILE) | 0.3 | $45M | NEW | 2.3M | 19.84 |
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| iShares Russell 1000 Growth Index (IWF) | 0.3 | $44M | +107% | 122k | 361.09 |
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| Primoris Services (PRIM) | 0.3 | $44M | +19% | 766k | 57.41 |
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| AeroVironment (AVAV) | 0.3 | $43M | +9% | 363k | 119.19 |
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| Crane Holdings (CXT) | 0.3 | $41M | +5% | 796k | 51.40 |
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| Yeti Hldgs (YETI) | 0.3 | $40M | +7% | 1.2M | 33.10 |
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| Oceaneering International (OII) | 0.3 | $39M | +3% | 1.8M | 21.81 |
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| SM Energy (SM) | 0.3 | $38M | +15% | 1.3M | 29.95 |
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| Power Integrations (POWI) | 0.3 | $37M | +16% | 737k | 50.50 |
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| Comfort Systems USA (FIX) | 0.3 | $35M | +8% | 108k | 322.33 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $32M | +13% | 512k | 63.22 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $29M | +16% | 254k | 114.10 |
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| Zoetis Inc Cl A (ZTS) | 0.2 | $29M | -23% | 176k | 164.65 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $28M | 113k | 245.30 |
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| Steris Plc Ord equities (STE) | 0.2 | $28M | +12% | 121k | 226.65 |
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| Kinsale Cap Group (KNSL) | 0.2 | $27M | +8% | 55k | 486.71 |
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| Fortinet (FTNT) | 0.2 | $26M | 272k | 96.26 |
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| Fair Isaac Corporation (FICO) | 0.2 | $25M | 14k | 1844.16 |
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| Range Resources (RRC) | 0.2 | $25M | +11% | 624k | 39.93 |
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| EOG Resources (EOG) | 0.2 | $24M | 187k | 128.24 |
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| Stryker Corporation (SYK) | 0.2 | $23M | -2% | 62k | 372.25 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.2 | $21M | +28% | 83k | 251.77 |
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| Azek (AZEK) | 0.2 | $21M | +12% | 427k | 48.89 |
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| Accenture (ACN) | 0.2 | $21M | -2% | 67k | 312.04 |
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| Amphenol Corporation (APH) | 0.2 | $20M | 307k | 65.59 |
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| Broadridge Financial Solutions (BR) | 0.2 | $20M | 83k | 242.46 |
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| Insulet Corporation (PODD) | 0.1 | $20M | +15% | 75k | 262.61 |
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| Amgen (AMGN) | 0.1 | $20M | 63k | 311.55 |
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| Ptc (PTC) | 0.1 | $19M | -81% | 122k | 154.95 |
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| Cme (CME) | 0.1 | $19M | -2% | 70k | 265.29 |
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| Linde (LIN) | 0.1 | $18M | 39k | 465.64 |
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| Caterpillar (CAT) | 0.1 | $18M | -2% | 54k | 329.80 |
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| Allstate Corporation (ALL) | 0.1 | $18M | -2% | 87k | 207.07 |
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| Valmont Industries (VMI) | 0.1 | $18M | +10% | 62k | 285.37 |
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| HEICO Corporation (HEI) | 0.1 | $18M | 66k | 267.19 |
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| MasterCard Incorporated (MA) | 0.1 | $18M | 32k | 548.11 |
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| Analog Devices (ADI) | 0.1 | $18M | -2% | 87k | 201.67 |
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| Morningstar (MORN) | 0.1 | $17M | +14% | 56k | 299.87 |
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| Medpace Hldgs (MEDP) | 0.1 | $17M | +2% | 55k | 304.69 |
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| Sherwin-Williams Company (SHW) | 0.1 | $17M | -87% | 48k | 349.19 |
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| Repligen Corporation (RGEN) | 0.1 | $16M | +10% | 129k | 127.24 |
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| McDonald's Corporation (MCD) | 0.1 | $16M | 52k | 312.37 |
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| Booking Holdings (BKNG) | 0.1 | $16M | 3.4k | 4607.02 |
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| Cisco Systems (CSCO) | 0.1 | $16M | 251k | 61.71 |
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| Duolingo (DUOL) | 0.1 | $15M | NEW | 50k | 310.54 |
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| Oracle Corporation (ORCL) | 0.1 | $15M | 108k | 139.81 |
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| Colgate-Palmolive Company (CL) | 0.1 | $15M | +6% | 160k | 93.70 |
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| Cactus Inc - A (WHD) | 0.1 | $15M | +13% | 323k | 45.83 |
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| Hamilton Lane Inc Common (HLNE) | 0.1 | $15M | 99k | 148.67 |
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| Mueller Industries (MLI) | 0.1 | $15M | -4% | 193k | 76.14 |
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| Nextera Energy (NEE) | 0.1 | $15M | 207k | 70.89 |
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| Cdw (CDW) | 0.1 | $14M | +24% | 89k | 160.26 |
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| Chevron Corporation (CVX) | 0.1 | $14M | 83k | 167.29 |
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| Entegris (ENTG) | 0.1 | $14M | +8% | 157k | 87.48 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $14M | +22% | 72k | 189.16 |
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| Ametek (AME) | 0.1 | $14M | 79k | 172.14 |
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| Te Connectivity (TEL) | 0.1 | $13M | -2% | 95k | 141.32 |
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| Pool Corporation (POOL) | 0.1 | $13M | +5% | 42k | 318.35 |
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| International Business Machines (IBM) | 0.1 | $13M | 53k | 248.66 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $13M | -34% | 172k | 76.83 |
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| Virtu Financial Inc Class A (VIRT) | 0.1 | $13M | -6% | 343k | 38.12 |
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| Merck & Co (MRK) | 0.1 | $13M | 145k | 89.76 |
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| Avery Dennison Corporation (AVY) | 0.1 | $13M | +15% | 73k | 177.97 |
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| Werner Enterprises (WERN) | 0.1 | $13M | +5% | 435k | 29.30 |
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| Choice Hotels International (CHH) | 0.1 | $13M | +15% | 95k | 132.78 |
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| UMB Financial Corporation (UMBF) | 0.1 | $13M | 124k | 101.10 |
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| Clearw.a.hld. (CWAN) | 0.1 | $13M | NEW | 466k | 26.80 |
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| Simply Good Foods (SMPL) | 0.1 | $12M | +14% | 358k | 34.49 |
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| Patrick Industries (PATK) | 0.1 | $12M | 146k | 84.56 |
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| T. Rowe Price (TROW) | 0.1 | $12M | -4% | 132k | 91.87 |
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| Quanta Services (PWR) | 0.1 | $12M | 47k | 254.18 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $12M | 76k | 156.23 |
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| Ban (TBBK) | 0.1 | $12M | 223k | 52.84 |
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| Maplebear (CART) | 0.1 | $12M | NEW | 294k | 39.89 |
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| Ishares Tr rusel 2500 etf (SMMD) | 0.1 | $11M | +83% | 177k | 62.54 |
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| Group 1 Automotive (GPI) | 0.1 | $11M | -12% | 28k | 381.96 |
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| Huron Consulting (HURN) | 0.1 | $11M | -6% | 74k | 143.45 |
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| Intuit (INTU) | 0.1 | $11M | -92% | 17k | 613.99 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $11M | 94k | 112.46 |
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| Trimble Navigation (TRMB) | 0.1 | $10M | +2% | 154k | 65.65 |
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| Workday Inc cl a (WDAY) | 0.1 | $9.7M | +2% | 41k | 233.53 |
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| Mondelez Int (MDLZ) | 0.1 | $9.5M | +34% | 140k | 67.85 |
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| Myr (MYRG) | 0.1 | $9.2M | -4% | 81k | 113.09 |
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| Asml Holding (ASML) | 0.1 | $8.7M | +6% | 13k | 662.63 |
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| Cadence Design Systems (CDNS) | 0.1 | $8.6M | 34k | 254.33 |
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| Okta Inc cl a (OKTA) | 0.1 | $8.5M | 81k | 105.22 |
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| Telephone And Data Systems (TDS) | 0.1 | $8.4M | 217k | 38.74 |
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| Hawaiian Electric Industries (HE) | 0.1 | $8.4M | NEW | 763k | 10.95 |
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| Cal-Maine Foods (CALM) | 0.1 | $8.3M | 92k | 90.90 |
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| Bank of Hawaii Corporation (BOH) | 0.1 | $8.3M | -5% | 120k | 68.97 |
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| Cnx Resources Corporation (CNX) | 0.1 | $8.1M | -3% | 257k | 31.48 |
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| Selective Insurance (SIGI) | 0.1 | $8.0M | NEW | 88k | 91.54 |
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| Hanover Insurance (THG) | 0.1 | $7.7M | -4% | 44k | 173.95 |
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| Stag Industrial (STAG) | 0.1 | $7.6M | -5% | 210k | 36.12 |
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| Nomad Foods (NOMD) | 0.1 | $7.4M | NEW | 376k | 19.65 |
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| Potlatch Corporation (PCH) | 0.1 | $7.1M | -5% | 157k | 45.12 |
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| Getty Realty (GTY) | 0.1 | $7.0M | 226k | 31.18 |
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| Procter & Gamble Company (PG) | 0.1 | $6.8M | -8% | 40k | 170.42 |
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| Bankunited (BKU) | 0.1 | $6.7M | -6% | 196k | 34.44 |
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| CNO Financial (CNO) | 0.0 | $6.6M | 157k | 41.65 |
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| F.N.B. Corporation (FNB) | 0.0 | $6.5M | +184% | 480k | 13.45 |
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| Washington Federal (WAFD) | 0.0 | $6.4M | 226k | 28.58 |
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| Napco Security Systems (NSSC) | 0.0 | $6.4M | 279k | 23.02 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $6.3M | -45% | 53k | 118.93 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $6.1M | -45% | 16k | 383.53 |
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| Clearway Energy Inc cl c (CWEN) | 0.0 | $6.1M | 202k | 30.27 |
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| Apple Hospitality Reit (APLE) | 0.0 | $6.0M | -5% | 467k | 12.91 |
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| Healthequity (HQY) | 0.0 | $6.0M | +167% | 68k | 88.37 |
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| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.0 | $6.0M | -4% | 159k | 37.63 |
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| Black Hills Corporation (BKH) | 0.0 | $5.7M | -4% | 94k | 60.65 |
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| Portland General Electric Company (POR) | 0.0 | $5.7M | -3% | 128k | 44.60 |
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| Couchbase (BASE) | 0.0 | $5.6M | NEW | 359k | 15.75 |
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| M/I Homes (MHO) | 0.0 | $5.5M | -5% | 49k | 114.18 |
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| Acva (ACVA) | 0.0 | $5.3M | -6% | 379k | 14.09 |
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| Acadia Healthcare (ACHC) | 0.0 | $5.3M | +24% | 174k | 30.32 |
|
| Winmark Corporation (WINA) | 0.0 | $5.0M | 16k | 317.88 |
|
|
| Lci Industries (LCII) | 0.0 | $5.0M | 57k | 87.43 |
|
|
| Palantir Technologies (PLTR) | 0.0 | $5.0M | NEW | 59k | 84.40 |
|
| Sandy Spring Ban (SASR) | 0.0 | $5.0M | -6% | 178k | 27.95 |
|
| Spire (SR) | 0.0 | $4.8M | -4% | 61k | 78.25 |
|
| Marqeta (MQ) | 0.0 | $4.7M | 1.1M | 4.12 |
|
|
| Texas Capital Bancshares (TCBI) | 0.0 | $4.6M | NEW | 62k | 74.70 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $4.6M | -5% | 140k | 32.98 |
|
| Amalgamated Financial Corp (AMAL) | 0.0 | $4.6M | 159k | 28.75 |
|
|
| Dht Holdings (DHT) | 0.0 | $4.5M | 431k | 10.50 |
|
|
| Hecla Mining Company (HL) | 0.0 | $4.4M | 795k | 5.56 |
|
|
| Alphatec Holdings (ATEC) | 0.0 | $4.4M | 433k | 10.14 |
|
|
| Solaris Oilfield Infrstr (SEI) | 0.0 | $4.4M | -6% | 201k | 21.76 |
|
| Alerian Mlp Etf etf (AMLP) | 0.0 | $4.3M | -3% | 83k | 51.94 |
|
| Highwoods Properties (HIW) | 0.0 | $4.0M | 136k | 29.64 |
|
|
| Century Aluminum Company (CENX) | 0.0 | $4.0M | 217k | 18.56 |
|
|
| Modine Manufacturing (MOD) | 0.0 | $4.0M | 52k | 76.75 |
|
|
| Brandywine Realty Trust (BDN) | 0.0 | $3.9M | 885k | 4.46 |
|
|
| Talos Energy (TALO) | 0.0 | $3.7M | 384k | 9.72 |
|
|
| Avista Corporation (AVA) | 0.0 | $3.6M | 85k | 41.87 |
|
|
| Matador Resources (MTDR) | 0.0 | $3.5M | 68k | 51.09 |
|
|
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $3.3M | -2% | 116k | 28.86 |
|
| Equinix (EQIX) | 0.0 | $3.3M | -4% | 4.0k | 815.40 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.2M | -2% | 71k | 45.26 |
|
| Commercial Metals Company (CMC) | 0.0 | $3.2M | 69k | 46.01 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $3.1M | 102k | 30.73 |
|
|
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.0 | $3.0M | 53k | 57.60 |
|
|
| Dynavax Technologies (DVAX) | 0.0 | $3.0M | 228k | 12.97 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.9M | -34% | 5.2k | 559.44 |
|
| Brookline Ban (BRKL) | 0.0 | $2.9M | 268k | 10.90 |
|
|
| Independence Realty Trust In (IRT) | 0.0 | $2.9M | 134k | 21.23 |
|
|
| Moonlake Immunot (MLTX) | 0.0 | $2.8M | 73k | 39.07 |
|
|
| FTI Consulting (FCN) | 0.0 | $2.8M | -91% | 17k | 164.08 |
|
| Darden Restaurants (DRI) | 0.0 | $2.8M | -10% | 13k | 207.76 |
|
| Bank Ozk (OZK) | 0.0 | $2.7M | 62k | 43.45 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $2.7M | -6% | 38k | 70.21 |
|
| iShares S&P 500 Index (IVV) | 0.0 | $2.6M | -72% | 4.6k | 561.90 |
|
| Air Products & Chemicals (APD) | 0.0 | $2.5M | +9% | 8.5k | 294.92 |
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $2.5M | -38% | 30k | 83.28 |
|
| Church & Dwight (CHD) | 0.0 | $2.4M | -97% | 22k | 110.09 |
|
| Cleanspark (CLSK) | 0.0 | $2.4M | NEW | 350k | 6.72 |
|
| Crispr Therapeutics (CRSP) | 0.0 | $2.3M | 68k | 34.03 |
|
|
| Ida (IDA) | 0.0 | $2.3M | 20k | 116.22 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $2.2M | -98% | 11k | 207.25 |
|
| Metropcs Communications (TMUS) | 0.0 | $2.2M | 8.4k | 266.70 |
|
|
| United Rentals (URI) | 0.0 | $2.2M | -13% | 3.5k | 626.70 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.2M | +3% | 27k | 81.73 |
|
| Federated Investors (FHI) | 0.0 | $2.1M | 51k | 40.77 |
|
|
| Plexus (PLXS) | 0.0 | $2.1M | 16k | 128.13 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $2.1M | -2% | 24k | 87.79 |
|
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $1.9M | -83% | 7.6k | 255.53 |
|
| UnitedHealth (UNH) | 0.0 | $1.9M | -63% | 3.7k | 523.78 |
|
| Jeld-wen Hldg (JELD) | 0.0 | $1.9M | -6% | 317k | 5.97 |
|
| Autodesk (ADSK) | 0.0 | $1.9M | -5% | 7.2k | 261.80 |
|
| Meritage Homes Corporation (MTH) | 0.0 | $1.9M | +98% | 26k | 70.88 |
|
| Honeywell International (HON) | 0.0 | $1.8M | -87% | 8.6k | 211.75 |
|
| Evolent Health (EVH) | 0.0 | $1.8M | -16% | 188k | 9.47 |
|
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $1.7M | 128k | 13.63 |
|
|
| Morgan Stanley (MS) | 0.0 | $1.7M | 14k | 116.67 |
|
|
| Arcellx (ACLX) | 0.0 | $1.6M | 25k | 65.60 |
|
|
| CVR Energy (CVI) | 0.0 | $1.6M | 85k | 19.40 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $1.6M | 418k | 3.92 |
|
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.0 | $1.6M | -2% | 16k | 100.67 |
|
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $1.6M | -6% | 14k | 115.60 |
|
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $1.6M | -2% | 21k | 74.00 |
|
| Coca-Cola Company (KO) | 0.0 | $1.5M | 21k | 71.62 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.5M | -98% | 7.7k | 190.07 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $1.4M | -5% | 14k | 104.57 |
|
| Progressive Corporation (PGR) | 0.0 | $1.4M | -3% | 4.9k | 283.01 |
|
| Global X Fds us infr dev (PAVE) | 0.0 | $1.3M | -6% | 36k | 37.73 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.3M | 7.1k | 179.70 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.3M | 4.6k | 272.60 |
|
|
| Tree (TREE) | 0.0 | $1.2M | 25k | 50.27 |
|
|
| S&p Global (SPGI) | 0.0 | $1.2M | -2% | 2.4k | 508.02 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $1.2M | -8% | 29k | 41.15 |
|
| Hannon Armstrong (HASI) | 0.0 | $1.2M | 40k | 29.24 |
|
|
| Roper Industries (ROP) | 0.0 | $1.1M | -43% | 1.9k | 589.68 |
|
| Qualys (QLYS) | 0.0 | $1.1M | -98% | 8.9k | 125.93 |
|
| Abbvie (ABBV) | 0.0 | $1.1M | -56% | 5.4k | 209.54 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.1M | 3.7k | 305.53 |
|
|
| Fabrinet (FN) | 0.0 | $1.1M | -66% | 5.7k | 197.51 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $1.1M | -12% | 2.6k | 419.95 |
|
| Watts Water Technologies (WTS) | 0.0 | $1.1M | -99% | 5.2k | 203.93 |
|
| Williams-Sonoma (WSM) | 0.0 | $971k | -94% | 6.1k | 158.11 |
|
| Keysight Technologies (KEYS) | 0.0 | $965k | -11% | 6.4k | 149.77 |
|
| Vanguard Growth ETF (VUG) | 0.0 | $916k | -3% | 2.5k | 370.82 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $879k | +2% | 1.7k | 513.91 |
|
| Hubspot (HUBS) | 0.0 | $876k | +343% | 1.5k | 571.29 |
|
| Deere & Company (DE) | 0.0 | $790k | -25% | 1.7k | 469.36 |
|
| Johnson & Johnson (JNJ) | 0.0 | $789k | -44% | 4.8k | 165.85 |
|
| Mettler-Toledo International (MTD) | 0.0 | $788k | 667.00 | 1180.91 |
|
|
| Marriott International (MAR) | 0.0 | $781k | 3.3k | 238.20 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $769k | -99% | 1.7k | 454.66 |
|
| Paycom Software (PAYC) | 0.0 | $739k | +246% | 3.4k | 218.49 |
|
| Churchill Downs (CHDN) | 0.0 | $734k | -4% | 6.6k | 111.07 |
|
| Rockwell Automation (ROK) | 0.0 | $698k | 2.7k | 258.34 |
|
|
| Berkshire Hathaway (BRK.B) | 0.0 | $666k | -20% | 1.3k | 532.58 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $640k | 7.6k | 83.87 |
|
|
| Southern Company (SO) | 0.0 | $631k | -4% | 6.9k | 91.95 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $630k | -3% | 8.7k | 72.20 |
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $602k | -24% | 2.5k | 244.64 |
|
| Illinois Tool Works (ITW) | 0.0 | $548k | -19% | 2.2k | 247.99 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $509k | 2.1k | 244.03 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $485k | 2.8k | 172.50 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $468k | +6% | 3.5k | 132.66 |
|
| Schlumberger (SLB) | 0.0 | $435k | 10k | 41.80 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $433k | +7% | 1.9k | 229.08 |
|
| Charles River Laboratories (CRL) | 0.0 | $433k | -33% | 2.9k | 150.52 |
|
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $427k | 12k | 35.84 |
|
|
| Asbury Automotive (ABG) | 0.0 | $412k | NEW | 1.9k | 220.84 |
|
| Relay Therapeutics (RLAY) | 0.0 | $409k | 156k | 2.62 |
|
|
| Technology SPDR (XLK) | 0.0 | $409k | 2.0k | 206.48 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $395k | -50% | 1.7k | 236.24 |
|
| Championx Corp (CHX) | 0.0 | $381k | -95% | 13k | 29.80 |
|
| Ciena Corporation (CIEN) | 0.0 | $380k | NEW | 6.3k | 60.43 |
|
| Generac Holdings (GNRC) | 0.0 | $379k | 3.0k | 126.65 |
|
|
| Pepsi (PEP) | 0.0 | $374k | +4% | 2.5k | 149.93 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $357k | NEW | 973.00 | 366.54 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $356k | -7% | 696.00 | 512.11 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $355k | -58% | 9.4k | 37.86 |
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $336k | -58% | 629.00 | 533.48 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $332k | -16% | 2.0k | 165.45 |
|
| Teradyne (TER) | 0.0 | $319k | 3.9k | 82.60 |
|
|
| Tesla Motors (TSLA) | 0.0 | $315k | NEW | 1.2k | 259.16 |
|
| Tango Therapeutics (TNGX) | 0.0 | $312k | 227k | 1.37 |
|
|
| Valvoline Inc Common (VVV) | 0.0 | $306k | -99% | 8.8k | 34.81 |
|
| Weatherford Intl Ordf (WFRD) | 0.0 | $301k | -99% | 5.6k | 53.55 |
|
| Lowe's Companies (LOW) | 0.0 | $289k | +2% | 1.2k | 233.23 |
|
| Verisk Analytics (VRSK) | 0.0 | $275k | 925.00 | 297.62 |
|
|
| Lam Research (LRCX) | 0.0 | $274k | 3.8k | 72.71 |
|
|
| Simpson Manufacturing (SSD) | 0.0 | $265k | -51% | 1.7k | 157.08 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $261k | NEW | 2.4k | 110.60 |
|
| American Eagle Outfitters (AEO) | 0.0 | $247k | -99% | 21k | 11.62 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $241k | -10% | 2.6k | 93.46 |
|
| Canadian Natl Ry (CNI) | 0.0 | $234k | 2.4k | 97.46 |
|
|
| PNC Financial Services (PNC) | 0.0 | $225k | 1.3k | 175.71 |
|
|
| Thermon Group Holdings (THR) | 0.0 | $220k | 7.9k | 27.85 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $212k | NEW | 2.5k | 86.41 |
|
| Danaher Corporation (DHR) | 0.0 | $211k | -86% | 1.0k | 205.09 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $205k | 438.00 | 468.66 |
|
|
| American Tower Reit (AMT) | 0.0 | $203k | NEW | 933.00 | 217.60 |
|
| Oroco Resource Corp (ORRCF) | 0.0 | $7.1k | 22k | 0.33 |
|
Past Filings by Congress Asset Management
SEC 13F filings are viewable for Congress Asset Management going back to 2011
- Congress Asset Management 2025 Q1 filed April 11, 2025
- Congress Asset Management 2024 Q4 filed Jan. 30, 2025
- 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