Congress Asset Management as of Sept. 30, 2025
Portfolio Holdings for Congress Asset Management
Congress Asset Management holds 392 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.3 | $492M | 2.6M | 186.58 | |
| Apple (AAPL) | 2.4 | $360M | 1.4M | 254.63 | |
| Microsoft Corporation (MSFT) | 2.3 | $341M | 658k | 517.95 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $264M | 1.1M | 243.10 | |
| Arista Networks (ANET) | 1.7 | $262M | 1.8M | 145.71 | |
| Facebook Inc cl a (META) | 1.7 | $249M | 340k | 734.38 | |
| Broadcom (AVGO) | 1.6 | $243M | 738k | 329.91 | |
| Goldman Sachs (GS) | 1.4 | $208M | 261k | 796.35 | |
| Costco Wholesale Corporation (COST) | 1.4 | $206M | 223k | 925.63 | |
| Amazon (AMZN) | 1.4 | $203M | 924k | 219.57 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $199M | 1.5M | 128.40 | |
| Visa (V) | 1.3 | $197M | 578k | 341.38 | |
| Eaton (ETN) | 1.3 | $195M | 520k | 374.25 | |
| TJX Companies (TJX) | 1.2 | $180M | 1.2M | 144.54 | |
| Sterling Construction Company (STRL) | 1.2 | $173M | 509k | 339.68 | |
| O'reilly Automotive (ORLY) | 1.1 | $169M | 1.6M | 107.81 | |
| Netflix (NFLX) | 1.1 | $168M | 140k | 1198.92 | |
| Boston Scientific Corporation (BSX) | 1.1 | $164M | 1.7M | 97.63 | |
| Curtiss-Wright (CW) | 1.1 | $164M | 301k | 542.94 | |
| Howmet Aerospace (HWM) | 1.1 | $162M | 826k | 196.23 | |
| Dynatrace (DT) | 1.1 | $161M | 3.3M | 48.45 | |
| Servicenow (NOW) | 1.1 | $161M | 175k | 920.28 | |
| Cintas Corporation (CTAS) | 1.1 | $159M | 774k | 205.26 | |
| Home Depot (HD) | 1.1 | $159M | 391k | 405.19 | |
| Dell Technologies (DELL) | 1.0 | $156M | 1.1M | 141.77 | |
| Martin Marietta Materials (MLM) | 1.0 | $154M | 245k | 630.28 | |
| Parker-Hannifin Corporation (PH) | 1.0 | $144M | 190k | 758.15 | |
| Intuitive Surgical (ISRG) | 1.0 | $143M | 320k | 447.23 | |
| Uber Technologies (UBER) | 0.9 | $141M | 1.4M | 97.97 | |
| Rambus (RMBS) | 0.9 | $140M | 1.3M | 104.20 | |
| Ecolab (ECL) | 0.9 | $134M | 491k | 273.86 | |
| Synopsys (SNPS) | 0.9 | $133M | 270k | 493.39 | |
| Cyberark Software (CYBR) | 0.9 | $132M | 273k | 483.15 | |
| Emcor (EME) | 0.9 | $131M | 202k | 649.54 | |
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $124M | 399k | 309.74 | |
| Nvent Electric Plc Voting equities (NVT) | 0.8 | $123M | 1.2M | 98.64 | |
| InterDigital (IDCC) | 0.8 | $122M | 353k | 345.23 | |
| Shopify Inc cl a (SHOP) | 0.8 | $122M | 818k | 148.61 | |
| Amphenol Corporation (APH) | 0.8 | $120M | 968k | 123.75 | |
| Williams Companies (WMB) | 0.8 | $119M | 1.9M | 63.35 | |
| Ligand Pharmaceuticals In (LGND) | 0.8 | $118M | 667k | 177.14 | |
| Motorola Solutions (MSI) | 0.8 | $114M | 250k | 457.29 | |
| Palo Alto Networks (PANW) | 0.8 | $113M | 557k | 203.62 | |
| CommVault Systems (CVLT) | 0.7 | $113M | 597k | 188.78 | |
| Raymond James Financial (RJF) | 0.7 | $110M | 639k | 172.60 | |
| TKO Group Holdings (TKO) | 0.7 | $110M | 545k | 201.96 | |
| Primoris Services (PRIM) | 0.7 | $109M | 796k | 137.33 | |
| AeroVironment (AVAV) | 0.7 | $109M | 347k | 314.89 | |
| Penumbra (PEN) | 0.7 | $109M | 429k | 253.32 | |
| Moody's Corporation (MCO) | 0.7 | $106M | 222k | 476.48 | |
| Halozyme Therapeutics (HALO) | 0.7 | $105M | 1.4M | 73.34 | |
| Pure Storage Inc - Class A (PSTG) | 0.7 | $105M | 1.3M | 83.81 | |
| Welltower Inc Com reit (WELL) | 0.7 | $105M | 589k | 178.14 | |
| Monolithic Power Systems (MPWR) | 0.7 | $100M | 108k | 920.64 | |
| Crane Company (CR) | 0.6 | $95M | 514k | 184.14 | |
| Pjt Partners (PJT) | 0.6 | $94M | 531k | 177.73 | |
| Garmin (GRMN) | 0.6 | $93M | 377k | 246.22 | |
| Boot Barn Hldgs (BOOT) | 0.6 | $93M | 560k | 165.72 | |
| Casey's General Stores (CASY) | 0.6 | $92M | 162k | 565.32 | |
| NOVA MEASURING Instruments L (NVMI) | 0.6 | $91M | 286k | 319.66 | |
| Calix (CALX) | 0.6 | $90M | 1.5M | 61.37 | |
| HEICO Corporation (HEI) | 0.6 | $88M | 273k | 322.82 | |
| Network Associates Inc cl a (NET) | 0.6 | $86M | 402k | 214.59 | |
| Guidewire Software (GWRE) | 0.5 | $82M | 355k | 229.86 | |
| Quanta Services (PWR) | 0.5 | $81M | 196k | 414.42 | |
| EnPro Industries (NPO) | 0.5 | $79M | 351k | 226.00 | |
| Comfort Systems USA (FIX) | 0.5 | $79M | 96k | 825.18 | |
| Encompass Health Corp (EHC) | 0.5 | $79M | 619k | 127.02 | |
| Crane Holdings (CXT) | 0.5 | $78M | 1.2M | 67.07 | |
| Tapestry (TPR) | 0.5 | $78M | 687k | 113.22 | |
| Houlihan Lokey Inc cl a (HLI) | 0.5 | $77M | 375k | 205.32 | |
| Fastenal Company (FAST) | 0.5 | $76M | 1.5M | 49.04 | |
| Modine Manufacturing (MOD) | 0.5 | $75M | 528k | 142.16 | |
| Interface (TILE) | 0.5 | $74M | 2.5M | 28.94 | |
| Moog (MOG.A) | 0.5 | $73M | 351k | 207.67 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $73M | 150k | 485.02 | |
| Ameris Ban (ABCB) | 0.5 | $71M | 970k | 73.31 | |
| Cargurus (CARG) | 0.5 | $71M | 1.9M | 37.23 | |
| ACI Worldwide (ACIW) | 0.5 | $71M | 1.3M | 52.77 | |
| Skyline Corporation (SKY) | 0.5 | $71M | 924k | 76.37 | |
| Stride (LRN) | 0.5 | $69M | 466k | 148.94 | |
| Universal Technical Institute (UTI) | 0.4 | $68M | 2.1M | 32.55 | |
| Sensient Technologies Corporation (SXT) | 0.4 | $67M | 717k | 93.85 | |
| Descartes Sys Grp (DSGX) | 0.4 | $67M | 708k | 94.23 | |
| UFP Technologies (UFPT) | 0.4 | $67M | 333k | 199.60 | |
| Atlantic Union B (AUB) | 0.4 | $66M | 1.9M | 35.29 | |
| John Bean Technologies Corporation (JBTM) | 0.4 | $66M | 467k | 140.45 | |
| Palantir Technologies (PLTR) | 0.4 | $65M | 358k | 182.42 | |
| Viking Holdings (VIK) | 0.4 | $65M | 1.0M | 62.16 | |
| Pinterest Inc Cl A (PINS) | 0.4 | $64M | 2.0M | 32.17 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $63M | 161k | 391.64 | |
| Brown & Brown (BRO) | 0.4 | $63M | 670k | 93.79 | |
| Box Inc cl a (BOX) | 0.4 | $63M | 1.9M | 32.27 | |
| Tractor Supply Company (TSCO) | 0.4 | $61M | 1.1M | 56.87 | |
| Federal Signal Corporation (FSS) | 0.4 | $61M | 513k | 118.99 | |
| LeMaitre Vascular (LMAT) | 0.4 | $61M | 692k | 87.51 | |
| Credo Technology Group Holding (CRDO) | 0.4 | $60M | 414k | 145.61 | |
| Integer Hldgs (ITGR) | 0.4 | $60M | 578k | 103.33 | |
| Novanta (NOVT) | 0.4 | $59M | 591k | 100.15 | |
| Knife River Corp (KNF) | 0.4 | $59M | 766k | 76.87 | |
| Datadog Inc Cl A (DDOG) | 0.4 | $57M | 398k | 142.40 | |
| Merit Medical Systems (MMSI) | 0.4 | $56M | 673k | 83.23 | |
| Balchem Corporation (BCPC) | 0.4 | $56M | 372k | 150.06 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.4 | $55M | 552k | 99.95 | |
| Alnylam Pharmaceuticals (ALNY) | 0.4 | $54M | 119k | 456.00 | |
| Fair Isaac Corporation (FICO) | 0.4 | $53M | 36k | 1496.53 | |
| Csw Industrials (CSW) | 0.3 | $51M | 212k | 242.75 | |
| D.R. Horton (DHI) | 0.3 | $50M | 296k | 169.47 | |
| Texas Roadhouse (TXRH) | 0.3 | $50M | 298k | 166.15 | |
| Elf Beauty (ELF) | 0.3 | $47M | 357k | 132.48 | |
| Vericel (VCEL) | 0.3 | $47M | 1.5M | 31.47 | |
| Toast (TOST) | 0.3 | $44M | 1.2M | 36.51 | |
| Cohen & Steers (CNS) | 0.3 | $42M | 645k | 65.61 | |
| Yeti Hldgs (YETI) | 0.3 | $41M | 1.2M | 33.18 | |
| Cava Group Ord (CAVA) | 0.3 | $40M | 669k | 60.41 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $36M | 333k | 108.80 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $35M | 111k | 315.43 | |
| Medpace Hldgs (MEDP) | 0.2 | $33M | 65k | 514.16 | |
| Steris Plc Ord equities (STE) | 0.2 | $33M | 133k | 247.44 | |
| Godaddy Inc cl a (GDDY) | 0.2 | $33M | 237k | 136.83 | |
| Congress Large Cap Growth Fund (CMLIX) | 0.2 | $31M | 589k | 52.77 | |
| Cooper Cos (COO) | 0.2 | $31M | 452k | 68.56 | |
| Terreno Realty Corporation (TRNO) | 0.2 | $31M | 546k | 56.75 | |
| SM Energy (SM) | 0.2 | $30M | 1.2M | 24.97 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $30M | 210k | 142.41 | |
| Oracle Corporation (ORCL) | 0.2 | $30M | 106k | 281.24 | |
| Ptc (PTC) | 0.2 | $30M | 147k | 203.02 | |
| Repligen Corporation (RGEN) | 0.2 | $29M | 219k | 133.67 | |
| Valmont Industries (VMI) | 0.2 | $29M | 75k | 387.73 | |
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $28M | 302k | 93.25 | |
| Insulet Corporation (PODD) | 0.2 | $28M | 90k | 308.73 | |
| Caterpillar (CAT) | 0.2 | $26M | 54k | 477.15 | |
| Hawkins (HWKN) | 0.2 | $25M | 138k | 182.72 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $25M | 170k | 146.32 | |
| Power Integrations (POWI) | 0.2 | $24M | 594k | 40.21 | |
| Stryker Corporation (SYK) | 0.1 | $22M | 59k | 369.67 | |
| Fortinet (FTNT) | 0.1 | $21M | 247k | 84.08 | |
| Analog Devices (ADI) | 0.1 | $21M | 84k | 245.70 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $20M | 86k | 235.83 | |
| Range Resources (RRC) | 0.1 | $20M | 539k | 37.64 | |
| Te Connectivity (TEL) | 0.1 | $20M | 92k | 219.53 | |
| ExlService Holdings (EXLS) | 0.1 | $19M | 439k | 44.03 | |
| Broadridge Financial Solutions (BR) | 0.1 | $19M | 81k | 238.17 | |
| Duolingo (DUOL) | 0.1 | $19M | 60k | 321.84 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $19M | 215k | 86.72 | |
| Cme (CME) | 0.1 | $19M | 68k | 270.19 | |
| Prestige Brands Holdings (PBH) | 0.1 | $18M | 295k | 62.40 | |
| Allstate Corporation (ALL) | 0.1 | $18M | 85k | 214.65 | |
| Linde (LIN) | 0.1 | $18M | 38k | 475.00 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $18M | 74k | 243.55 | |
| MasterCard Incorporated (MA) | 0.1 | $18M | 31k | 568.80 | |
| Booking Holdings (BKNG) | 0.1 | $17M | 3.2k | 5399.46 | |
| Entegris (ENTG) | 0.1 | $17M | 183k | 92.46 | |
| Cisco Systems (CSCO) | 0.1 | $17M | 247k | 68.42 | |
| Cdw (CDW) | 0.1 | $17M | 105k | 159.28 | |
| SPS Commerce (SPSC) | 0.1 | $17M | 160k | 104.14 | |
| Amgen (AMGN) | 0.1 | $16M | 58k | 282.20 | |
| Ban (TBBK) | 0.1 | $16M | 217k | 74.89 | |
| Badger Meter (BMI) | 0.1 | $16M | 88k | 178.58 | |
| Sherwin-Williams Company (SHW) | 0.1 | $16M | 45k | 346.26 | |
| Kinsale Cap Group (KNSL) | 0.1 | $16M | 37k | 425.27 | |
| Pool Corporation (POOL) | 0.1 | $15M | 50k | 310.07 | |
| Morningstar (MORN) | 0.1 | $15M | 66k | 232.01 | |
| McDonald's Corporation (MCD) | 0.1 | $15M | 51k | 303.89 | |
| Nextera Energy (NEE) | 0.1 | $15M | 203k | 75.49 | |
| Myr (MYRG) | 0.1 | $15M | 73k | 208.03 | |
| International Business Machines (IBM) | 0.1 | $15M | 53k | 282.16 | |
| Accenture (ACN) | 0.1 | $15M | 59k | 246.60 | |
| Ametek (AME) | 0.1 | $15M | 77k | 188.00 | |
| UMB Financial Corporation (UMBF) | 0.1 | $14M | 118k | 118.35 | |
| Avery Dennison Corporation (AVY) | 0.1 | $14M | 85k | 162.17 | |
| Maplebear (CART) | 0.1 | $14M | 376k | 36.76 | |
| T. Rowe Price (TROW) | 0.1 | $14M | 133k | 102.64 | |
| Patrick Industries (PATK) | 0.1 | $13M | 130k | 103.43 | |
| Hamilton Lane Inc Common (HLNE) | 0.1 | $13M | 100k | 134.79 | |
| Ies Hldgs (IESC) | 0.1 | $13M | 33k | 397.65 | |
| Clearw.a.hld. (CWAN) | 0.1 | $13M | 707k | 18.02 | |
| Asml Holding (ASML) | 0.1 | $13M | 13k | 968.10 | |
| Chevron Corporation (CVX) | 0.1 | $13M | 81k | 155.29 | |
| EOG Resources (EOG) | 0.1 | $12M | 110k | 112.12 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $12M | 41k | 297.62 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $12M | 91k | 132.44 | |
| Colgate-Palmolive Company (CL) | 0.1 | $12M | 150k | 79.94 | |
| Cadence Design Systems (CDNS) | 0.1 | $12M | 33k | 351.26 | |
| Trimble Navigation (TRMB) | 0.1 | $12M | 142k | 81.65 | |
| Virtu Financial Inc Class A (VIRT) | 0.1 | $12M | 323k | 35.50 | |
| Group 1 Automotive (GPI) | 0.1 | $11M | 26k | 437.52 | |
| Eli Lilly & Co. (LLY) | 0.1 | $11M | 15k | 763.00 | |
| Dutch Bros (BROS) | 0.1 | $11M | 213k | 52.34 | |
| Acm Research (ACMR) | 0.1 | $11M | 282k | 39.13 | |
| Huron Consulting (HURN) | 0.1 | $11M | 74k | 146.77 | |
| Simply Good Foods (SMPL) | 0.1 | $10M | 410k | 24.82 | |
| Workday Inc cl a (WDAY) | 0.1 | $9.9M | 41k | 240.73 | |
| Hecla Mining Company (HL) | 0.1 | $9.6M | 791k | 12.10 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $8.8M | 19k | 468.41 | |
| Telephone And Data Systems (TDS) | 0.1 | $8.6M | 220k | 39.24 | |
| Hawaiian Electric Industries (HE) | 0.1 | $8.4M | 759k | 11.04 | |
| Ishares Tr rusel 2500 etf (SMMD) | 0.1 | $8.4M | 113k | 73.73 | |
| Cnx Resources Corporation (CNX) | 0.1 | $8.2M | 255k | 32.12 | |
| Cal-Maine Foods (CALM) | 0.1 | $8.2M | 87k | 94.10 | |
| Hanover Insurance (THG) | 0.1 | $7.9M | 44k | 181.63 | |
| Alkami Technology (ALKT) | 0.1 | $7.8M | 316k | 24.84 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $7.8M | 119k | 65.64 | |
| Napco Security Systems (NSSC) | 0.1 | $7.5M | 175k | 42.95 | |
| Bankunited (BKU) | 0.0 | $7.4M | 194k | 38.16 | |
| Winmark Corporation (WINA) | 0.0 | $7.4M | 15k | 497.78 | |
| F.N.B. Corporation (FNB) | 0.0 | $7.3M | 455k | 16.11 | |
| Okta Inc cl a (OKTA) | 0.0 | $7.3M | 80k | 91.70 | |
| Stag Industrial (STAG) | 0.0 | $7.2M | 203k | 35.29 | |
| Healthequity (HQY) | 0.0 | $7.1M | 75k | 94.77 | |
| M/I Homes (MHO) | 0.0 | $7.0M | 49k | 144.44 | |
| Monster Beverage Corp (MNST) | 0.0 | $6.8M | 101k | 67.31 | |
| Washington Federal (WAFD) | 0.0 | $6.5M | 214k | 30.29 | |
| Cameco Corporation (CCJ) | 0.0 | $6.5M | 77k | 83.86 | |
| Blue Bird Corp (BLBD) | 0.0 | $6.3M | 109k | 57.55 | |
| Gulfport Energy Corp (GPOR) | 0.0 | $6.3M | 35k | 180.98 | |
| Potlatch Corporation (PCH) | 0.0 | $6.2M | 153k | 40.75 | |
| Bwx Technologies (BWXT) | 0.0 | $6.2M | 34k | 184.37 | |
| RPC (RES) | 0.0 | $6.0M | 1.3M | 4.76 | |
| Century Aluminum Company (CENX) | 0.0 | $5.9M | 203k | 29.36 | |
| Vistra Energy (VST) | 0.0 | $5.9M | 30k | 195.92 | |
| CNO Financial (CNO) | 0.0 | $5.9M | 148k | 39.55 | |
| Getty Realty (GTY) | 0.0 | $5.8M | 216k | 26.83 | |
| Procter & Gamble Company (PG) | 0.0 | $5.8M | 38k | 153.65 | |
| Black Hills Corporation (BKH) | 0.0 | $5.8M | 93k | 61.59 | |
| Alphatec Holdings (ATEC) | 0.0 | $5.6M | 384k | 14.54 | |
| Apple Hospitality Reit (APLE) | 0.0 | $5.6M | 465k | 12.01 | |
| Marqeta (MQ) | 0.0 | $5.6M | 1.1M | 5.28 | |
| Portland General Electric Company (POR) | 0.0 | $5.6M | 126k | 44.00 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $5.5M | 49k | 112.75 | |
| Texas Capital Bancshares (TCBI) | 0.0 | $5.2M | 62k | 84.53 | |
| Dht Holdings (DHT) | 0.0 | $5.1M | 427k | 11.95 | |
| Cleanspark (CLSK) | 0.0 | $5.1M | 349k | 14.50 | |
| Lci Industries (LCII) | 0.0 | $5.0M | 54k | 93.15 | |
| Spire (SR) | 0.0 | $4.9M | 60k | 81.52 | |
| Digitalocean Hldgs (DOCN) | 0.0 | $4.5M | 132k | 34.16 | |
| Bank Ozk (OZK) | 0.0 | $4.4M | 87k | 50.98 | |
| Crispr Therapeutics (CRSP) | 0.0 | $4.4M | 68k | 64.81 | |
| Amalgamated Financial Corp (AMAL) | 0.0 | $4.3M | 159k | 27.15 | |
| Nomad Foods (NOMD) | 0.0 | $4.2M | 322k | 13.15 | |
| Highwoods Properties (HIW) | 0.0 | $4.1M | 129k | 31.82 | |
| On Assignment (ASGN) | 0.0 | $4.1M | 86k | 47.35 | |
| Commercial Metals Company (CMC) | 0.0 | $3.9M | 69k | 57.28 | |
| Acva (ACVA) | 0.0 | $3.8M | 380k | 9.91 | |
| Talos Energy (TALO) | 0.0 | $3.7M | 384k | 9.59 | |
| Werner Enterprises (WERN) | 0.0 | $3.7M | 139k | 26.32 | |
| Federated Investors (FHI) | 0.0 | $3.6M | 70k | 51.93 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.6M | 67k | 54.18 | |
| Powell Industries (POWL) | 0.0 | $3.6M | 12k | 304.81 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $3.6M | 73k | 48.72 | |
| Alerian Mlp Etf etf (AMLP) | 0.0 | $3.5M | 74k | 46.93 | |
| Brandywine Realty Trust (BDN) | 0.0 | $3.5M | 832k | 4.17 | |
| United Rentals (URI) | 0.0 | $3.4M | 3.6k | 954.66 | |
| Acadia Healthcare (ACHC) | 0.0 | $3.3M | 134k | 24.76 | |
| Avista Corporation (AVA) | 0.0 | $3.2M | 86k | 37.81 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $3.1M | 105k | 29.73 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $3.1M | 98k | 31.62 | |
| CVR Energy (CVI) | 0.0 | $3.1M | 85k | 36.48 | |
| Helios Technologies (HLIO) | 0.0 | $3.1M | 59k | 52.13 | |
| Matador Resources (MTDR) | 0.0 | $2.8M | 62k | 44.93 | |
| Profesionally Managed Portfo (CAML) | 0.0 | $2.8M | 71k | 38.79 | |
| Korn/Ferry International (KFY) | 0.0 | $2.7M | 39k | 69.98 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.7M | 7.7k | 352.75 | |
| Berkshire Hills Ban (BBT) | 0.0 | $2.7M | 113k | 23.71 | |
| Ida (IDA) | 0.0 | $2.6M | 20k | 132.15 | |
| Lumen Technologies (LUMN) | 0.0 | $2.6M | 417k | 6.12 | |
| Profesionally Managed Portfo (CSMD) | 0.0 | $2.5M | 75k | 33.31 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.5M | 27k | 93.37 | |
| Copart (CPRT) | 0.0 | $2.5M | 55k | 44.97 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.5M | 33k | 74.49 | |
| Equinix (EQIX) | 0.0 | $2.5M | 3.1k | 783.30 | |
| Intuit (INTU) | 0.0 | $2.5M | 3.6k | 682.85 | |
| Plexus (PLXS) | 0.0 | $2.4M | 16k | 144.69 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $2.3M | 3.9k | 586.04 | |
| Congress Mid Cap Growth Fund I (IMIDX) | 0.0 | $2.3M | 98k | 23.28 | |
| Dynavax Technologies (DVAX) | 0.0 | $2.3M | 230k | 9.93 | |
| Independence Realty Trust In (IRT) | 0.0 | $2.2M | 135k | 16.39 | |
| Relay Therapeutics (RLAY) | 0.0 | $2.1M | 409k | 5.22 | |
| Vanguard Growth ETF (VUG) | 0.0 | $2.1M | 4.4k | 479.61 | |
| Autodesk (ADSK) | 0.0 | $2.1M | 6.6k | 317.67 | |
| Arcellx (ACLX) | 0.0 | $2.1M | 25k | 82.10 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.1M | 3.1k | 666.09 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $2.0M | 20k | 101.37 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $2.0M | 7.6k | 258.36 | |
| Darden Restaurants (DRI) | 0.0 | $1.9M | 10k | 190.37 | |
| Tango Therapeutics (TNGX) | 0.0 | $1.9M | 228k | 8.40 | |
| Meritage Homes Corporation (MTH) | 0.0 | $1.9M | 26k | 72.43 | |
| Metropcs Communications (TMUS) | 0.0 | $1.9M | 7.9k | 239.38 | |
| ResMed (RMD) | 0.0 | $1.8M | 6.6k | 273.74 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $1.8M | 12k | 142.55 | |
| Air Products & Chemicals (APD) | 0.0 | $1.7M | 6.4k | 272.73 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $1.7M | 19k | 91.22 | |
| FTI Consulting (FCN) | 0.0 | $1.7M | 11k | 161.65 | |
| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.0 | $1.7M | 42k | 40.16 | |
| Morgan Stanley (MS) | 0.0 | $1.7M | 10k | 158.95 | |
| Praxis Precision Medicines I (PRAX) | 0.0 | $1.6M | 30k | 53.00 | |
| Tree (TREE) | 0.0 | $1.6M | 25k | 64.73 | |
| Evolent Health (EVH) | 0.0 | $1.6M | 188k | 8.46 | |
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $1.6M | 117k | 13.43 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.6M | 15k | 103.06 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $1.6M | 33k | 47.63 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $1.4M | 12k | 118.83 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.4M | 19k | 76.62 | |
| Janux Therapeutics (JANX) | 0.0 | $1.4M | 56k | 24.44 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | 5.7k | 227.72 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $1.3M | 4.3k | 293.79 | |
| Church & Dwight (CHD) | 0.0 | $1.2M | 14k | 87.62 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $1.2M | 7.8k | 150.86 | |
| S&p Global (SPGI) | 0.0 | $1.1M | 2.4k | 486.64 | |
| Progressive Corporation (PGR) | 0.0 | $1.1M | 4.6k | 246.95 | |
| Williams-Sonoma (WSM) | 0.0 | $1.1M | 5.8k | 195.45 | |
| General Dynamics Corporation (GD) | 0.0 | $1.1M | 3.2k | 341.03 | |
| Congress Small Cap Growth Fund (CSMCX) | 0.0 | $1.1M | 21k | 51.82 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $1.1M | 1.8k | 612.38 | |
| Coca-Cola Company (KO) | 0.0 | $1.0M | 16k | 66.32 | |
| Automatic Data Processing (ADP) | 0.0 | $1.0M | 3.6k | 293.50 | |
| Roper Industries (ROP) | 0.0 | $1.0M | 2.0k | 498.74 | |
| Inspire Med Sys (INSP) | 0.0 | $1.0M | 14k | 74.20 | |
| IDEXX Laboratories (IDXX) | 0.0 | $984k | 1.5k | 638.89 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $962k | 1.6k | 596.03 | |
| Ciena Corporation (CIEN) | 0.0 | $938k | 6.4k | 145.67 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $918k | 5.0k | 183.73 | |
| Abbvie (ABBV) | 0.0 | $903k | 3.9k | 231.54 | |
| Dex (DXCM) | 0.0 | $892k | 13k | 67.29 | |
| Qualys (QLYS) | 0.0 | $891k | 6.7k | 132.33 | |
| Saia (SAIA) | 0.0 | $870k | 2.9k | 299.36 | |
| Marriott International (MAR) | 0.0 | $854k | 3.3k | 260.44 | |
| Keysight Technologies (KEYS) | 0.0 | $847k | 4.8k | 174.92 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $832k | 7.6k | 108.96 | |
| Johnson & Johnson (JNJ) | 0.0 | $828k | 4.5k | 185.41 | |
| Rockwell Automation (ROK) | 0.0 | $812k | 2.3k | 349.53 | |
| Truist Financial Corp equities (TFC) | 0.0 | $804k | 18k | 45.72 | |
| Congress Large Cap Growth Fund (CAMLX) | 0.0 | $772k | 15k | 52.26 | |
| Honeywell International (HON) | 0.0 | $765k | 3.6k | 210.47 | |
| UnitedHealth (UNH) | 0.0 | $718k | 2.1k | 345.35 | |
| Tesla Motors (TSLA) | 0.0 | $718k | 1.6k | 444.72 | |
| Fabrinet (FN) | 0.0 | $675k | 1.9k | 364.62 | |
| iShares S&P 500 Index (IVV) | 0.0 | $674k | 1.0k | 669.30 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $649k | 1.2k | 546.75 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $641k | 2.7k | 241.96 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $628k | 1.3k | 502.74 | |
| Onto Innovation (ONTO) | 0.0 | $628k | 4.9k | 129.22 | |
| Southern Company (SO) | 0.0 | $614k | 6.5k | 94.77 | |
| Mettler-Toledo International (MTD) | 0.0 | $599k | 488.00 | 1227.61 | |
| Usaa 500 Index Reward (USPRX) | 0.0 | $595k | 7.1k | 83.59 | |
| Watts Water Technologies (WTS) | 0.0 | $574k | 2.1k | 279.31 | |
| Technology SPDR (XLK) | 0.0 | $558k | 2.0k | 281.86 | |
| Merck & Co (MRK) | 0.0 | $536k | 6.4k | 83.93 | |
| Generac Holdings (GNRC) | 0.0 | $534k | 3.2k | 167.40 | |
| Teradyne (TER) | 0.0 | $531k | 3.9k | 137.64 | |
| Moonlake Immunot (MLTX) | 0.0 | $526k | 73k | 7.17 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $525k | 13k | 39.22 | |
| Asbury Automotive (ABG) | 0.0 | $525k | 2.1k | 244.45 | |
| Illinois Tool Works (ITW) | 0.0 | $525k | 2.0k | 260.71 | |
| Lam Research (LRCX) | 0.0 | $508k | 3.8k | 133.90 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $490k | 12k | 41.14 | |
| Churchill Downs (CHDN) | 0.0 | $488k | 5.0k | 97.01 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $479k | 1.5k | 320.04 | |
| Marvell Technology (MRVL) | 0.0 | $440k | 5.2k | 84.07 | |
| Intercontinental Exchange (ICE) | 0.0 | $426k | 2.5k | 168.48 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $421k | 2.1k | 201.53 | |
| Dfa Us Core Equity 1 Portfolio (DFEOX) | 0.0 | $400k | 8.3k | 48.43 | |
| Union Pacific Corporation (UNP) | 0.0 | $394k | 1.7k | 236.34 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $378k | 2.7k | 140.38 | |
| Hp (HPQ) | 0.0 | $378k | 14k | 27.23 | |
| Trade Desk (TTD) | 0.0 | $376k | 7.7k | 49.01 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $365k | 3.8k | 95.89 | |
| Becton, Dickinson and (BDX) | 0.0 | $363k | 1.9k | 187.20 | |
| West Pharmaceutical Services (WST) | 0.0 | $362k | 1.4k | 262.34 | |
| Coinbase Global (COIN) | 0.0 | $361k | 1.1k | 337.49 | |
| Paycom Software (PAYC) | 0.0 | $359k | 1.7k | 208.16 | |
| Charles River Laboratories (CRL) | 0.0 | $343k | 2.2k | 156.46 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $319k | 523.00 | 610.31 | |
| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.0 | $318k | 9.2k | 34.55 | |
| Deere & Company (DE) | 0.0 | $317k | 693.00 | 456.96 | |
| Abbott Laboratories (ABT) | 0.0 | $315k | 2.4k | 133.95 | |
| Lowe's Companies (LOW) | 0.0 | $304k | 1.2k | 251.31 | |
| Southern Copper Corporation (SCCO) | 0.0 | $300k | 2.5k | 121.36 | |
| Simpson Manufacturing (SSD) | 0.0 | $258k | 1.5k | 167.46 | |
| PNC Financial Services (PNC) | 0.0 | $257k | 1.3k | 200.90 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $242k | 403.00 | 600.16 | |
| Masco Corporation (MAS) | 0.0 | $241k | 3.4k | 70.39 | |
| Verisk Analytics (VRSK) | 0.0 | $233k | 925.00 | 251.51 | |
| salesforce (CRM) | 0.0 | $227k | 957.00 | 236.97 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $224k | 2.8k | 80.65 | |
| Aptar (ATR) | 0.0 | $224k | 1.7k | 133.65 | |
| Sun Communities (SUI) | 0.0 | $213k | 1.7k | 129.00 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $213k | 888.00 | 239.64 | |
| IDEX Corporation (IEX) | 0.0 | $210k | 1.3k | 162.76 | |
| Danaher Corporation (DHR) | 0.0 | $201k | 1.0k | 198.26 | |
| Schwab Treasury Value Adv Mone other assets (SNOXX) | 0.0 | $185k | 185k | 1.00 | |
| Oroco Resource Corp (ORRCF) | 0.0 | $6.2k | 22k | 0.29 |
