Congress Asset Management

Congress Asset Management as of Dec. 31, 2025

Portfolio Holdings for Congress Asset Management

Congress Asset Management holds 381 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 3.3 $473M 2.5M 186.50
Apple (AAPL) 3.1 $447M 1.6M 271.86
Alphabet Inc Class A cs (GOOGL) 2.3 $334M 1.1M 313.00
Microsoft Corporation (MSFT) 2.2 $311M 643k 483.62
Broadcom (AVGO) 1.8 $253M 731k 346.10
Arista Networks (ANET) 1.6 $230M 1.8M 131.03
Goldman Sachs (GS) 1.6 $225M 256k 879.00
Amazon (AMZN) 1.5 $209M 907k 230.82
Facebook Inc cl a (META) 1.4 $202M 306k 660.09
Visa (V) 1.4 $199M 568k 350.71
TJX Companies (TJX) 1.3 $188M 1.2M 153.61
Costco Wholesale Corporation (COST) 1.3 $188M 218k 862.34
Intuitive Surgical (ISRG) 1.3 $178M 315k 566.36
Howmet Aerospace (HWM) 1.2 $165M 806k 205.02
Parker-Hannifin Corporation (PH) 1.2 $164M 186k 878.96
Eaton (ETN) 1.1 $162M 508k 318.51
Boston Scientific Corporation (BSX) 1.1 $157M 1.6M 95.35
Martin Marietta Materials (MLM) 1.1 $149M 240k 622.66
Curtiss-Wright (CW) 1.0 $149M 270k 551.27
Sterling Construction Company (STRL) 1.0 $144M 469k 306.23
O'reilly Automotive (ORLY) 1.0 $140M 1.5M 91.21
Welltower Inc Com reit (WELL) 1.0 $140M 753k 185.61
Dell Technologies (DELL) 1.0 $137M 1.1M 125.88
Amphenol Corporation (APH) 0.9 $130M 963k 135.14
Servicenow (NOW) 0.9 $130M 848k 153.19
Rambus (RMBS) 0.9 $130M 1.4M 91.89
Netflix (NFLX) 0.9 $130M 1.4M 93.76
Shopify Inc cl a (SHOP) 0.9 $129M 802k 160.97
Ecolab (ECL) 0.9 $127M 482k 262.52
Ge Vernova (GEV) 0.9 $125M 192k 653.57
Synopsys (SNPS) 0.9 $123M 262k 469.72
Repligen Corporation (RGEN) 0.9 $122M 746k 163.86
Thermo Fisher Scientific (TMO) 0.9 $121M 209k 579.45
Penumbra (PEN) 0.8 $119M 382k 310.91
Nvent Electric Plc Voting equities (NVT) 0.8 $118M 1.2M 101.97
Uber Technologies (UBER) 0.8 $117M 1.4M 81.71
TKO Group Holdings (TKO) 0.8 $114M 547k 209.00
Dynatrace (DT) 0.8 $113M 2.6M 43.34
InterDigital (IDCC) 0.8 $112M 351k 318.38
Moody's Corporation (MCO) 0.8 $111M 218k 510.85
Williams Companies (WMB) 0.8 $111M 1.8M 60.11
Boot Barn Hldgs (BOOT) 0.8 $110M 622k 176.47
Alnylam Pharmaceuticals (ALNY) 0.8 $107M 269k 397.65
IDEXX Laboratories (IDXX) 0.7 $104M 154k 676.53
Primoris Services (PRIM) 0.7 $101M 815k 124.14
Palo Alto Networks (PANW) 0.7 $101M 546k 184.20
UFP Technologies (UFPT) 0.7 $98M 441k 222.03
Pjt Partners (PJT) 0.7 $98M 584k 167.20
Emcor (EME) 0.7 $97M 158k 611.79
Ollies Bargain Outlt Hldgs I (OLLI) 0.7 $96M 879k 109.61
NOVA MEASURING Instruments L (NVMI) 0.7 $96M 291k 328.39
Ligand Pharmaceuticals In (LGND) 0.6 $91M 480k 189.07
Moog (MOG.A) 0.6 $89M 366k 243.55
Halozyme Therapeutics (HALO) 0.6 $88M 1.3M 67.30
Raymond James Financial (RJF) 0.6 $83M 514k 160.59
Monolithic Power Systems (MPWR) 0.6 $82M 91k 906.36
CommVault Systems (CVLT) 0.6 $81M 644k 125.36
EnPro Industries (NPO) 0.6 $81M 376k 214.13
Brinker International (EAT) 0.6 $81M 561k 143.52
Skyline Corporation (SKY) 0.6 $80M 950k 84.50
Crane Company (CR) 0.6 $78M 424k 184.43
Tapestry (TPR) 0.5 $78M 610k 127.77
Comfort Systems USA (FIX) 0.5 $77M 82k 933.29
Calix (CALX) 0.5 $77M 1.4M 52.93
Modine Manufacturing (MOD) 0.5 $76M 569k 133.51
Merit Medical Systems (MMSI) 0.5 $76M 858k 88.14
Cargurus (CARG) 0.5 $75M 2.0M 38.35
AeroVironment (AVAV) 0.5 $75M 310k 241.89
Quanta Services (PWR) 0.5 $75M 178k 422.06
John Bean Technologies Corporation (JBTM) 0.5 $74M 493k 150.67
Ameris Ban (ABCB) 0.5 $74M 997k 74.27
Interface (TILE) 0.5 $73M 2.6M 27.92
Novanta (NOVT) 0.5 $73M 612k 118.99
HEICO Corporation (HEI) 0.5 $72M 223k 323.59
Casey's General Stores (CASY) 0.5 $72M 130k 552.71
Atlantic Union B (AUB) 0.5 $69M 2.0M 35.30
Sensient Technologies Corporation (SXT) 0.5 $69M 735k 93.95
Network Associates Inc cl a (NET) 0.5 $68M 344k 197.15
ACI Worldwide (ACIW) 0.5 $67M 1.4M 47.81
Viking Holdings (VIK) 0.5 $66M 920k 71.41
Csw Industrials (CSW) 0.5 $65M 222k 293.53
Palantir Technologies (PLTR) 0.5 $64M 362k 177.75
iShares Russell Midcap Growth Idx. (IWP) 0.4 $63M 459k 136.94
Pure Storage Inc - Class A (PSTG) 0.4 $62M 927k 67.01
Vericel (VCEL) 0.4 $60M 1.7M 36.01
Federal Signal Corporation (FSS) 0.4 $60M 552k 108.59
Cyberark Software (CYBR) 0.4 $60M 134k 446.06
Credo Technology Group Holding (CRDO) 0.4 $60M 413k 143.89
LeMaitre Vascular (LMAT) 0.4 $59M 732k 81.10
Kirby Corporation (KEX) 0.4 $58M 530k 110.18
Encompass Health Corp (EHC) 0.4 $58M 548k 106.14
Balchem Corporation (BCPC) 0.4 $58M 379k 153.36
Guidewire Software (GWRE) 0.4 $58M 288k 201.01
Tg Therapeutics (TGTX) 0.4 $57M 1.9M 29.81
Crane Holdings (CXT) 0.4 $57M 1.2M 47.07
Yeti Hldgs (YETI) 0.4 $57M 1.3M 44.17
Tractor Supply Company (TSCO) 0.4 $56M 1.1M 50.01
Box Inc cl a (BOX) 0.4 $56M 1.9M 29.91
Fair Isaac Corporation (FICO) 0.4 $55M 32k 1690.62
Garmin (GRMN) 0.4 $50M 247k 202.85
Api Group Corp (APG) 0.3 $50M 1.3M 38.26
Knife River Corp (KNF) 0.3 $49M 701k 70.35
Advanced Energy Industries (AEIS) 0.3 $48M 227k 209.37
Fastenal Company (FAST) 0.3 $47M 1.2M 40.13
Houlihan Lokey Inc cl a (HLI) 0.3 $46M 267k 174.19
Brown & Brown (BRO) 0.3 $46M 581k 79.70
Datadog Inc Cl A (DDOG) 0.3 $45M 330k 135.99
Universal Technical Institute (UTI) 0.3 $44M 1.7M 26.13
Brooks Automation (AZTA) 0.3 $43M 1.3M 33.26
Mongodb Inc. Class A (MDB) 0.3 $42M 101k 419.69
Ross Stores (ROST) 0.3 $41M 229k 180.14
Cintas Corporation (CTAS) 0.3 $38M 203k 188.07
iShares Russell 1000 Growth Index (IWF) 0.3 $36M 77k 473.30
Steris Plc Ord equities (STE) 0.3 $36M 142k 253.52
JPMorgan Chase & Co. (JPM) 0.2 $35M 109k 322.22
Valmont Industries (VMI) 0.2 $34M 85k 402.32
Medpace Hldgs (MEDP) 0.2 $34M 60k 561.65
Pinterest Inc Cl A (PINS) 0.2 $34M 1.3M 25.89
Vanguard Small-Cap Growth ETF (VBK) 0.2 $34M 112k 302.11
Texas Roadhouse (TXRH) 0.2 $34M 203k 166.00
Terreno Realty Corporation (TRNO) 0.2 $33M 566k 58.71
Home Depot (HD) 0.2 $31M 91k 344.10
Bj's Wholesale Club Holdings (BJ) 0.2 $31M 344k 90.03
Caterpillar (CAT) 0.2 $30M 53k 572.87
Congress Large Cap Growth Fund (CMLIX) 0.2 $30M 605k 49.20
Insulet Corporation (PODD) 0.2 $29M 101k 284.24
Ptc (PTC) 0.2 $29M 164k 174.21
Elf Beauty (ELF) 0.2 $28M 371k 76.04
Toast (TOST) 0.2 $28M 777k 35.51
iShares Russell 2000 Growth Index (IWO) 0.2 $25M 76k 323.01
Karman Hldgs (KRMN) 0.2 $24M 331k 73.17
Cava Group Ord (CAVA) 0.2 $24M 411k 58.69
Lincoln Electric Holdings (LECO) 0.2 $24M 100k 239.64
Alphabet Inc Class C cs (GOOG) 0.2 $23M 74k 313.80
D.R. Horton (DHI) 0.2 $23M 162k 144.03
Analog Devices (ADI) 0.2 $23M 84k 271.20
Floor & Decor Hldgs Inc cl a (FND) 0.2 $23M 369k 60.89
Hawkins (HWKN) 0.2 $22M 153k 142.06
Range Resources (RRC) 0.2 $22M 614k 35.26
ExlService Holdings (EXLS) 0.1 $21M 495k 42.44
Prestige Brands Holdings (PBH) 0.1 $21M 339k 61.69
Te Connectivity (TEL) 0.1 $21M 92k 227.51
Stryker Corporation (SYK) 0.1 $21M 58k 351.47
Clearw.a.hld. (CWAN) 0.1 $20M 840k 24.12
Cooper Cos (COO) 0.1 $19M 233k 81.96
Zoetis Inc Cl A (ZTS) 0.1 $19M 152k 125.82
Oracle Corporation (ORCL) 0.1 $19M 97k 194.91
Cisco Systems (CSCO) 0.1 $19M 245k 77.03
Amgen (AMGN) 0.1 $19M 58k 327.31
Sprouts Fmrs Mkt (SFM) 0.1 $19M 233k 79.67
Cme (CME) 0.1 $18M 67k 273.08
Ishares Tr rusel 2500 etf (SMMD) 0.1 $18M 240k 74.94
Avery Dennison Corporation (AVY) 0.1 $18M 98k 181.88
Badger Meter (BMI) 0.1 $18M 101k 174.41
Broadridge Financial Solutions (BR) 0.1 $18M 79k 223.17
MasterCard Incorporated (MA) 0.1 $18M 31k 570.88
Allstate Corporation (ALL) 0.1 $18M 84k 208.15
Entegris (ENTG) 0.1 $17M 200k 84.25
Booking Holdings (BKNG) 0.1 $17M 3.1k 5355.55
Myr (MYRG) 0.1 $16M 75k 218.50
Morningstar (MORN) 0.1 $16M 75k 217.31
Nextera Energy (NEE) 0.1 $16M 200k 80.28
Linde (LIN) 0.1 $16M 37k 426.39
International Business Machines (IBM) 0.1 $16M 53k 296.21
Ametek (AME) 0.1 $16M 76k 205.31
Cdw (CDW) 0.1 $16M 115k 136.20
Kinsale Cap Group (KNSL) 0.1 $15M 39k 391.12
McDonald's Corporation (MCD) 0.1 $15M 50k 305.63
SPS Commerce (SPSC) 0.1 $15M 169k 89.13
Accenture (ACN) 0.1 $15M 56k 268.30
Eli Lilly & Co. (LLY) 0.1 $15M 14k 1074.69
Ban (TBBK) 0.1 $15M 216k 67.52
Patrick Industries (PATK) 0.1 $14M 133k 108.43
Hecla Mining Company (HL) 0.1 $14M 740k 19.19
Sherwin-Williams Company (SHW) 0.1 $14M 44k 324.03
Asml Holding (ASML) 0.1 $14M 13k 1069.87
Wal-Mart Stores (WMT) 0.1 $14M 123k 111.41
UMB Financial Corporation (UMBF) 0.1 $14M 118k 115.04
Ies Hldgs (IESC) 0.1 $13M 34k 389.02
Hamilton Lane Inc Common (HLNE) 0.1 $13M 98k 134.31
T. Rowe Price (TROW) 0.1 $13M 125k 102.38
Wintrust Financial Corporation (WTFC) 0.1 $13M 91k 139.82
Huron Consulting (HURN) 0.1 $13M 73k 172.91
Dutch Bros (BROS) 0.1 $13M 206k 61.22
Chevron Corporation (CVX) 0.1 $12M 79k 152.41
Pool Corporation (POOL) 0.1 $11M 50k 228.75
Acm Research (ACMR) 0.1 $11M 289k 39.45
iShares S&P 500 Index (IVV) 0.1 $11M 16k 684.94
Virtu Financial Inc Class A (VIRT) 0.1 $11M 331k 33.32
Duolingo (DUOL) 0.1 $11M 62k 175.50
Trimble Navigation (TRMB) 0.1 $11M 136k 78.35
Group 1 Automotive (GPI) 0.1 $11M 27k 393.30
EOG Resources (EOG) 0.1 $11M 100k 105.01
Cadence Design Systems (CDNS) 0.1 $10M 33k 312.58
Hawaiian Electric Industries (HE) 0.1 $9.6M 777k 12.30
Telephone And Data Systems (TDS) 0.1 $9.4M 228k 41.00
Healthequity (HQY) 0.1 $9.3M 102k 91.61
Cnx Resources Corporation (CNX) 0.1 $9.3M 252k 36.77
Praxis Precision Medicines I (PRAX) 0.1 $9.2M 31k 294.74
Workday Inc cl a (WDAY) 0.1 $8.7M 41k 214.78
Bankunited (BKU) 0.1 $8.5M 191k 44.57
Okta Inc cl a (OKTA) 0.1 $8.5M 98k 86.47
Century Aluminum Company (CENX) 0.1 $8.1M 206k 39.18
F.N.B. Corporation (FNB) 0.1 $8.0M 466k 17.10
Bank of Hawaii Corporation (BOH) 0.1 $7.9M 116k 68.37
Alphatec Holdings (ATEC) 0.1 $7.9M 374k 21.04
Hanover Insurance (THG) 0.1 $7.8M 43k 182.77
Monster Beverage Corp (MNST) 0.1 $7.8M 101k 76.67
Stag Industrial (STAG) 0.1 $7.7M 209k 36.76
Cameco Corporation (CCJ) 0.1 $7.7M 84k 91.49
Napco Security Systems (NSSC) 0.1 $7.6M 181k 41.70
Motorola Solutions (MSI) 0.1 $7.3M 19k 383.31
Washington Federal (WAFD) 0.0 $7.0M 220k 32.03
RPC (RES) 0.0 $6.9M 1.3M 5.44
Cal-Maine Foods (CALM) 0.0 $6.7M 85k 79.57
Alkami Technology (ALKT) 0.0 $6.7M 292k 23.07
Lci Industries (LCII) 0.0 $6.7M 55k 121.34
Gulfport Energy Corp (GPOR) 0.0 $6.7M 32k 207.99
Interactive Brokers (IBKR) 0.0 $6.7M 104k 64.31
Digitalocean Hldgs (DOCN) 0.0 $6.5M 136k 48.12
CNO Financial (CNO) 0.0 $6.5M 153k 42.47
Black Hills Corporation (BKH) 0.0 $6.3M 91k 69.42
iShares S&P MidCap 400 Growth (IJK) 0.0 $6.3M 65k 96.88
Potlatch Corporation 0.0 $6.3M 158k 39.78
Winmark Corporation (WINA) 0.0 $6.1M 15k 404.93
M/I Homes (MHO) 0.0 $6.1M 47k 127.95
Portland General Electric Company (POR) 0.0 $5.8M 122k 47.99
Exxon Mobil Corporation (XOM) 0.0 $5.8M 48k 120.34
Getty Realty (GTY) 0.0 $5.8M 212k 27.37
Bwx Technologies (BWXT) 0.0 $5.8M 33k 172.84
Vistra Energy (VST) 0.0 $5.8M 36k 161.33
Apple Hospitality Reit (APLE) 0.0 $5.6M 473k 11.85
iShares S&P Conservative Allocatn Fd ETF (AOK) 0.0 $5.5M 136k 40.13
Texas Capital Bancshares (TCBI) 0.0 $5.3M 59k 90.54
Blue Bird Corp (BLBD) 0.0 $5.3M 112k 47.00
Marqeta (MQ) 0.0 $5.2M 1.1M 4.75
Spire (SR) 0.0 $5.1M 62k 82.70
Dht Holdings (DHT) 0.0 $5.0M 413k 12.21
Amalgamated Financial Corp (AMAL) 0.0 $4.8M 149k 32.03
Commercial Metals Company (CMC) 0.0 $4.4M 63k 69.22
On Assignment (ASGN) 0.0 $4.3M 89k 48.17
Bank Ozk (OZK) 0.0 $4.1M 90k 46.02
Fortinet (FTNT) 0.0 $4.1M 52k 79.41
Procter & Gamble Company (PG) 0.0 $4.1M 28k 143.31
Talos Energy (TALO) 0.0 $4.0M 362k 11.02
Nomad Foods (NOMD) 0.0 $3.9M 311k 12.51
Powell Industries (POWL) 0.0 $3.9M 12k 318.78
Federated Investors (FHI) 0.0 $3.8M 72k 52.07
Cleanspark (CLSK) 0.0 $3.6M 359k 10.12
Dynavax Technologies (DVAX) 0.0 $3.6M 233k 15.38
Relay Therapeutics (RLAY) 0.0 $3.5M 414k 8.46
Vanguard Emerging Markets ETF (VWO) 0.0 $3.5M 65k 53.76
Highwoods Properties (HIW) 0.0 $3.4M 132k 25.82
Crispr Therapeutics (CRSP) 0.0 $3.3M 63k 52.44
Alerian Mlp Etf etf (AMLP) 0.0 $3.3M 70k 47.02
Helios Technologies (HLIO) 0.0 $3.2M 61k 53.49
Acva (ACVA) 0.0 $3.1M 389k 8.02
Avista Corporation (AVA) 0.0 $3.0M 79k 38.54
Baker Hughes A Ge Company (BKR) 0.0 $2.9M 65k 45.54
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.0 $2.9M 100k 29.37
United Rentals (URI) 0.0 $2.9M 3.6k 809.32
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $2.9M 92k 30.96
Lumen Technologies (LUMN) 0.0 $2.8M 364k 7.77
Vanguard Growth ETF (VUG) 0.0 $2.8M 5.7k 487.86
Berkshire Hills Ban (BBT) 0.0 $2.7M 104k 26.37
Matador Resources (MTDR) 0.0 $2.7M 64k 42.44
Korn/Ferry International (KFY) 0.0 $2.7M 40k 66.02
Adobe Systems Incorporated (ADBE) 0.0 $2.7M 7.6k 349.99
Profesionally Managed Portfo (CSMD) 0.0 $2.6M 82k 31.62
iShares MSCI EAFE Index Fund (EFA) 0.0 $2.5M 26k 96.03
Spdr S&p 500 Etf (SPY) 0.0 $2.5M 3.7k 681.84
Brandywine Realty Trust (BDN) 0.0 $2.5M 856k 2.92
Profesionally Managed Portfo (CAML) 0.0 $2.5M 65k 38.17
Plexus (PLXS) 0.0 $2.5M 17k 147.00
Equinix (EQIX) 0.0 $2.3M 3.1k 766.22
Canadian Pacific Kansas City (CP) 0.0 $2.3M 32k 73.63
Ida (IDA) 0.0 $2.2M 18k 126.56
Independence Realty Trust In (IRT) 0.0 $2.2M 125k 17.48
Tango Therapeutics (TNGX) 0.0 $2.1M 235k 8.86
Intuit (INTU) 0.0 $2.0M 3.1k 662.39
CVR Energy (CVI) 0.0 $2.0M 78k 25.44
Acadia Healthcare (ACHC) 0.0 $2.0M 138k 14.19
Autodesk (ADSK) 0.0 $1.9M 6.4k 296.01
SM Energy (SM) 0.0 $1.8M 99k 18.70
Meritage Homes Corporation (MTH) 0.0 $1.8M 27k 65.80
Morgan Stanley (MS) 0.0 $1.7M 9.8k 177.54
Arcellx (ACLX) 0.0 $1.7M 26k 65.20
FTI Consulting (FCN) 0.0 $1.7M 9.8k 170.83
Arthur J. Gallagher & Co. (AJG) 0.0 $1.7M 6.4k 258.80
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.0 $1.6M 11k 143.32
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.0 $1.6M 17k 93.12
Metropcs Communications (TMUS) 0.0 $1.5M 7.6k 203.03
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $1.5M 5.4k 279.14
Copart (CPRT) 0.0 $1.5M 38k 39.15
Colgate-Palmolive Company (CL) 0.0 $1.5M 19k 79.02
Congress Mid Cap Growth Fund I (IMIDX) 0.0 $1.5M 76k 19.11
Global X Fds us infr dev (PAVE) 0.0 $1.4M 30k 47.79
Invesco Actively Managd Etf optimum yield (PDBC) 0.0 $1.4M 107k 13.25
iShares S&P SmallCap 600 Index (IJR) 0.0 $1.3M 11k 120.18
Air Products & Chemicals (APD) 0.0 $1.3M 5.3k 247.02
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $1.3M 7.8k 162.01
S&p Global (SPGI) 0.0 $1.2M 2.4k 522.51
Deckers Outdoor Corporation (DECK) 0.0 $1.2M 12k 103.67
Inspire Med Sys (INSP) 0.0 $1.2M 13k 92.23
Vanguard S&p 500 Etf idx (VOO) 0.0 $1.2M 1.9k 627.13
Teledyne Technologies Incorporated (TDY) 0.0 $1.1M 2.2k 510.73
Take-Two Interactive Software (TTWO) 0.0 $1.1M 4.4k 256.03
Darden Restaurants (DRI) 0.0 $1.1M 6.0k 184.02
Progressive Corporation (PGR) 0.0 $1.0M 4.6k 227.72
Coca-Cola Company (KO) 0.0 $1.0M 15k 69.91
Marriott International (MAR) 0.0 $1.0M 3.3k 310.24
General Dynamics Corporation (GD) 0.0 $1.0M 3.0k 336.62
Congress Small Cap Growth Fund (CSMCX) 0.0 $997k 20k 48.79
Nxp Semiconductors N V (NXPI) 0.0 $973k 4.5k 217.07
Moonlake Immunot (MLTX) 0.0 $937k 71k 13.18
Johnson & Johnson (JNJ) 0.0 $909k 4.4k 206.95
Rockwell Automation (ROK) 0.0 $903k 2.3k 389.07
ResMed (RMD) 0.0 $900k 3.7k 240.89
Automatic Data Processing (ADP) 0.0 $895k 3.5k 257.23
Bank of New York Mellon Corporation (BK) 0.0 $886k 7.6k 116.09
Abbvie (ABBV) 0.0 $840k 3.7k 228.49
Truist Financial Corp equities (TFC) 0.0 $798k 16k 49.21
Texas Instruments Incorporated (TXN) 0.0 $795k 4.6k 173.50
Janux Therapeutics (JANX) 0.0 $791k 57k 13.80
Booz Allen Hamilton Holding Corporation (BAH) 0.0 $788k 9.3k 84.36
Evolent Health (EVH) 0.0 $775k 194k 4.00
Teradyne (TER) 0.0 $747k 3.9k 193.56
Congress Large Cap Growth Fund (CAMLX) 0.0 $713k 15k 48.65
Tesla Motors (TSLA) 0.0 $704k 1.6k 449.72
Church & Dwight (CHD) 0.0 $691k 8.2k 83.86
Roper Industries (ROP) 0.0 $687k 1.5k 445.20
Honeywell International (HON) 0.0 $677k 3.5k 195.08
iShares Russell 2000 Index (IWM) 0.0 $652k 2.7k 246.16
Lam Research (LRCX) 0.0 $651k 3.8k 171.18
Berkshire Hathaway (BRK.B) 0.0 $628k 1.3k 502.65
Merck & Co (MRK) 0.0 $625k 5.9k 105.26
Us Foods Hldg Corp call (USFD) 0.0 $613k 8.1k 75.32
Technology SPDR (XLK) 0.0 $570k 4.0k 143.97
Churchill Downs (CHDN) 0.0 $558k 4.9k 113.78
SPDR S&P MidCap 400 ETF (MDY) 0.0 $535k 887.00 603.28
Southern Company (SO) 0.0 $513k 5.9k 87.20
Fabrinet (FN) 0.0 $503k 1.1k 455.28
Illinois Tool Works (ITW) 0.0 $496k 2.0k 246.26
iShares S&P SmallCap 600 Growth (IJT) 0.0 $491k 3.5k 141.16
UnitedHealth (UNH) 0.0 $478k 1.4k 330.02
Keysight Technologies (KEYS) 0.0 $472k 2.3k 203.19
iShares FTSE/Xinhua China 25 Index (FXI) 0.0 $456k 12k 38.29
Generac Holdings (GNRC) 0.0 $435k 3.2k 136.37
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $425k 937.00 453.36
Intercontinental Exchange (ICE) 0.0 $410k 2.5k 161.96
Marsh & McLennan Companies 0.0 $387k 2.1k 185.52
Union Pacific Corporation (UNP) 0.0 $386k 1.7k 231.29
Freeport-McMoRan Copper & Gold (FCX) 0.0 $374k 7.4k 50.79
Cohen & Steers (CNS) 0.0 $371k 5.9k 62.78
Southern Copper Corporation (SCCO) 0.0 $358k 2.5k 143.47
Marvell Technology (MRVL) 0.0 $346k 4.1k 84.98
Jpm Hdgd Eq Sel mutual fund (JHEQX) 0.0 $326k 9.2k 35.36
Deere & Company (DE) 0.0 $323k 694.00 465.81
Mettler-Toledo International (MTD) 0.0 $303k 217.00 1394.19
Northrop Grumman Corporation (NOC) 0.0 $300k 525.00 570.42
Saia (SAIA) 0.0 $297k 910.00 326.52
Lowe's Companies (LOW) 0.0 $292k 1.2k 241.16
Qualys (QLYS) 0.0 $283k 2.1k 132.90
Hp (HPQ) 0.0 $270k 12k 22.28
PNC Financial Services (PNC) 0.0 $267k 1.3k 208.70
Abbott Laboratories (ABT) 0.0 $263k 2.1k 125.31
salesforce (CRM) 0.0 $248k 938.00 264.79
Simpson Manufacturing (SSD) 0.0 $248k 1.5k 161.47
Invesco Qqq Trust Series 1 (QQQ) 0.0 $248k 404.00 614.07
Coinbase Global (COIN) 0.0 $242k 1.1k 226.14
Williams-Sonoma (WSM) 0.0 $229k 1.3k 178.60
Thermon Group Holdings (THR) 0.0 $227k 6.1k 37.16
Watts Water Technologies (WTS) 0.0 $225k 816.00 276.09
Danaher Corporation (DHR) 0.0 $224k 980.00 228.92
Agilent Technologies Inc C ommon (A) 0.0 $224k 1.6k 136.07
Onto Innovation (ONTO) 0.0 $215k 1.4k 157.86
Consumer Discretionary SPDR (XLY) 0.0 $212k 1.8k 119.41
Verisk Analytics (VRSK) 0.0 $207k 925.00 223.69
Canadian Natl Ry (CNI) 0.0 $202k 2.0k 98.85
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $201k 2.4k 82.50
Oroco Resource Corp (ORRCF) 0.0 $6.8k 22k 0.31