Congress Asset Management as of March 31, 2026
Portfolio Holdings for Congress Asset Management
Congress Asset Management holds 417 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.1 | $438M | 2.5M | 174.40 | |
| Apple (AAPL) | 3.0 | $414M | 1.6M | 253.79 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $303M | 1.1M | 287.56 | |
| Microsoft Corporation (MSFT) | 1.7 | $236M | 638k | 370.17 | |
| Broadcom (AVGO) | 1.7 | $235M | 758k | 309.51 | |
| Costco Wholesale Corporation (COST) | 1.5 | $215M | 216k | 996.43 | |
| Arista Networks (ANET) | 1.5 | $213M | 1.7M | 122.78 | |
| Sterling Construction Company (STRL) | 1.5 | $203M | 497k | 407.27 | |
| TJX Companies (TJX) | 1.4 | $192M | 1.2M | 159.70 | |
| Amazon (AMZN) | 1.3 | $188M | 903k | 208.27 | |
| Howmet Aerospace (HWM) | 1.3 | $184M | 796k | 230.46 | |
| Eaton (ETN) | 1.3 | $180M | 504k | 357.67 | |
| Facebook Inc cl a (META) | 1.2 | $174M | 304k | 572.13 | |
| Ge Vernova (GEV) | 1.2 | $174M | 199k | 872.90 | |
| Visa (V) | 1.2 | $170M | 562k | 302.24 | |
| Goldman Sachs (GS) | 1.1 | $160M | 189k | 845.99 | |
| Curtiss-Wright (CW) | 1.1 | $155M | 228k | 681.12 | |
| Welltower Inc Com reit (WELL) | 1.1 | $148M | 750k | 197.71 | |
| TKO Group Holdings (TKO) | 1.1 | $147M | 728k | 201.65 | |
| Intuitive Surgical (ISRG) | 1.0 | $144M | 312k | 460.99 | |
| Parker-Hannifin Corporation (PH) | 1.0 | $143M | 159k | 895.24 | |
| Modine Manufacturing (MOD) | 1.0 | $141M | 651k | 216.71 | |
| O'reilly Automotive (ORLY) | 1.0 | $141M | 1.5M | 92.31 | |
| Martin Marietta Materials (MLM) | 1.0 | $140M | 238k | 588.68 | |
| Nvent Electric Plc Voting equities (NVT) | 1.0 | $133M | 1.1M | 118.28 | |
| Williams Companies (WMB) | 0.9 | $133M | 1.8M | 72.78 | |
| Ecolab (ECL) | 0.9 | $126M | 474k | 266.02 | |
| Amphenol Corporation (APH) | 0.9 | $122M | 967k | 126.35 | |
| Moog (MOG.A) | 0.8 | $118M | 403k | 292.64 | |
| Primoris Services (PRIM) | 0.8 | $117M | 818k | 143.04 | |
| InterDigital (IDCC) | 0.8 | $117M | 386k | 302.00 | |
| Rambus (RMBS) | 0.8 | $110M | 1.3M | 86.03 | |
| Asml Holding (ASML) | 0.8 | $109M | 83k | 1320.82 | |
| Novanta (NOVT) | 0.8 | $107M | 910k | 118.11 | |
| Hilton Worldwide Holdings (HLT) | 0.8 | $107M | 353k | 304.08 | |
| Boot Barn Hldgs (BOOT) | 0.8 | $105M | 718k | 146.36 | |
| Penumbra (PEN) | 0.7 | $104M | 317k | 328.37 | |
| NOVA MEASURING Instruments L (NVMI) | 0.7 | $104M | 240k | 434.28 | |
| Boston Scientific Corporation (BSX) | 0.7 | $102M | 1.6M | 62.75 | |
| UFP Technologies (UFPT) | 0.7 | $101M | 523k | 193.60 | |
| Ligand Pharmaceuticals In (LGND) | 0.7 | $101M | 505k | 199.65 | |
| Uber Technologies (UBER) | 0.7 | $101M | 1.4M | 71.93 | |
| EnPro Industries (NPO) | 0.7 | $100M | 398k | 250.65 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $98M | 200k | 491.53 | |
| Eli Lilly & Co. (LLY) | 0.7 | $96M | 104k | 919.77 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $95M | 286k | 330.87 | |
| Repligen Corporation (RGEN) | 0.7 | $94M | 798k | 117.82 | |
| Shopify Inc cl a (SHOP) | 0.7 | $94M | 792k | 118.62 | |
| IDEXX Laboratories (IDXX) | 0.7 | $94M | 167k | 561.89 | |
| Quanta Services (PWR) | 0.7 | $93M | 170k | 549.02 | |
| Moody's Corporation (MCO) | 0.7 | $93M | 213k | 436.25 | |
| Monolithic Power Systems (MPWR) | 0.7 | $91M | 83k | 1093.35 | |
| LeMaitre Vascular (LMAT) | 0.7 | $91M | 835k | 109.17 | |
| Brinker International (EAT) | 0.6 | $88M | 616k | 142.77 | |
| Casey's General Stores (CASY) | 0.6 | $86M | 119k | 727.86 | |
| Ameris Ban (ABCB) | 0.6 | $86M | 1.1M | 77.99 | |
| Servicenow (NOW) | 0.6 | $85M | 816k | 104.55 | |
| Pjt Partners (PJT) | 0.6 | $84M | 604k | 139.72 | |
| Kirby Corporation (KEX) | 0.6 | $83M | 626k | 132.88 | |
| Halozyme Therapeutics (HALO) | 0.6 | $83M | 1.3M | 64.63 | |
| Emcor (EME) | 0.6 | $81M | 110k | 738.31 | |
| Livanova Plc Ord (LIVN) | 0.6 | $81M | 1.3M | 63.56 | |
| Calix (CALX) | 0.6 | $81M | 1.6M | 48.99 | |
| Tapestry (TPR) | 0.6 | $80M | 569k | 141.11 | |
| Atlantic Union B (AUB) | 0.6 | $80M | 2.2M | 35.74 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.6 | $80M | 868k | 92.04 | |
| Universal Technical Institute (UTI) | 0.6 | $78M | 2.2M | 36.10 | |
| Skyline Corporation (SKY) | 0.6 | $77M | 1.0M | 74.37 | |
| Comfort Systems USA (FIX) | 0.5 | $76M | 55k | 1379.00 | |
| Balchem Corporation (BCPC) | 0.5 | $76M | 446k | 169.48 | |
| ACI Worldwide (ACIW) | 0.5 | $75M | 1.8M | 41.01 | |
| Mongodb Inc. Class A (MDB) | 0.5 | $74M | 302k | 244.77 | |
| Sensient Technologies Corporation (SXT) | 0.5 | $73M | 849k | 86.44 | |
| Tg Therapeutics (TGTX) | 0.5 | $72M | 2.2M | 33.22 | |
| Cargurus (CARG) | 0.5 | $72M | 2.1M | 34.05 | |
| AeroVironment (AVAV) | 0.5 | $72M | 393k | 183.05 | |
| John Bean Technologies Corporation (JBTM) | 0.5 | $71M | 557k | 127.87 | |
| Merit Medical Systems (MMSI) | 0.5 | $71M | 1.0M | 68.93 | |
| Palantir Technologies (PLTR) | 0.5 | $71M | 485k | 146.28 | |
| Federal Signal Corporation (FSS) | 0.5 | $70M | 642k | 108.14 | |
| Raymond James Financial (RJF) | 0.5 | $68M | 471k | 144.79 | |
| Crane Company (CR) | 0.5 | $67M | 392k | 171.00 | |
| Advanced Energy Industries (AEIS) | 0.5 | $67M | 207k | 322.71 | |
| Dynatrace (DT) | 0.5 | $67M | 1.8M | 36.98 | |
| Csw Industrials (CSW) | 0.5 | $66M | 252k | 260.58 | |
| Interactive Brokers (IBKR) | 0.5 | $65M | 972k | 67.07 | |
| Viking Holdings (VIK) | 0.4 | $62M | 847k | 73.48 | |
| CommVault Systems (CVLT) | 0.4 | $60M | 769k | 77.89 | |
| HEICO Corporation (HEI) | 0.4 | $58M | 210k | 274.20 | |
| Imax Corp Cad (IMAX) | 0.4 | $57M | 1.5M | 38.01 | |
| Karman Hldgs (KRMN) | 0.4 | $57M | 707k | 80.05 | |
| Network Associates Inc cl a (NET) | 0.4 | $57M | 274k | 206.34 | |
| Crane Holdings (CXT) | 0.4 | $56M | 1.4M | 40.59 | |
| Yeti Hldgs (YETI) | 0.4 | $51M | 1.4M | 36.59 | |
| Fastenal Company (FAST) | 0.4 | $50M | 1.1M | 46.40 | |
| Vericel (VCEL) | 0.3 | $49M | 1.5M | 32.17 | |
| Api Group Corp (APG) | 0.3 | $48M | 1.2M | 40.52 | |
| Jfrog (FROG) | 0.3 | $48M | 1.0M | 46.93 | |
| Ross Stores (ROST) | 0.3 | $47M | 219k | 216.63 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $47M | 110k | 426.40 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.3 | $46M | 152k | 302.25 | |
| Encompass Health Corp (EHC) | 0.3 | $41M | 422k | 96.73 | |
| Tractor Supply Company (TSCO) | 0.3 | $40M | 889k | 45.30 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $40M | 311k | 128.12 | |
| Cava Group Ord (CAVA) | 0.3 | $40M | 492k | 80.90 | |
| Qnity Electronics (Q) | 0.3 | $39M | 341k | 115.38 | |
| Terreno Realty Corporation (TRNO) | 0.3 | $38M | 616k | 61.42 | |
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $36M | 369k | 98.42 | |
| Valmont Industries (VMI) | 0.3 | $36M | 90k | 399.57 | |
| Credo Technology Group Holding (CRDO) | 0.2 | $34M | 358k | 93.87 | |
| Houlihan Lokey Inc cl a (HLI) | 0.2 | $34M | 233k | 143.62 | |
| Steris Plc Ord equities (STE) | 0.2 | $33M | 150k | 221.13 | |
| Carpenter Technology Corporation (CRS) | 0.2 | $33M | 83k | 394.15 | |
| Teradyne (TER) | 0.2 | $32M | 108k | 296.46 | |
| Cintas Corporation (CTAS) | 0.2 | $32M | 190k | 169.14 | |
| Texas Roadhouse (TXRH) | 0.2 | $32M | 193k | 165.14 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $32M | 108k | 294.16 | |
| Datadog Inc Cl A (DDOG) | 0.2 | $32M | 267k | 118.05 | |
| Caterpillar (CAT) | 0.2 | $31M | 43k | 708.46 | |
| Guidewire Software (GWRE) | 0.2 | $30M | 203k | 149.56 | |
| Fair Isaac Corporation (FICO) | 0.2 | $30M | 28k | 1067.54 | |
| Range Resources (RRC) | 0.2 | $30M | 653k | 45.18 | |
| Expedia (EXPE) | 0.2 | $29M | 126k | 230.89 | |
| Toast (TOST) | 0.2 | $29M | 1.1M | 26.51 | |
| Medpace Hldgs (MEDP) | 0.2 | $29M | 60k | 480.19 | |
| D.R. Horton (DHI) | 0.2 | $28M | 206k | 137.22 | |
| Myr (MYRG) | 0.2 | $28M | 97k | 282.32 | |
| Rubrik (RBRK) | 0.2 | $27M | 546k | 48.97 | |
| Prestige Brands Holdings (PBH) | 0.2 | $27M | 450k | 59.27 | |
| Lincoln Electric Holdings (LECO) | 0.2 | $26M | 106k | 249.08 | |
| Analog Devices (ADI) | 0.2 | $26M | 82k | 318.14 | |
| Hawkins (HWKN) | 0.2 | $25M | 165k | 153.60 | |
| Congress Large Cap Growth Fund (CMLIX) | 0.2 | $25M | 555k | 45.39 | |
| Entegris (ENTG) | 0.2 | $25M | 215k | 117.24 | |
| Ptc (PTC) | 0.2 | $25M | 173k | 142.49 | |
| Home Depot (HD) | 0.2 | $25M | 75k | 328.89 | |
| Brooks Automation (AZTA) | 0.2 | $24M | 1.1M | 21.13 | |
| Dell Technologies (DELL) | 0.2 | $24M | 146k | 164.13 | |
| Netflix (NFLX) | 0.2 | $23M | 235k | 96.15 | |
| Insulet Corporation (PODD) | 0.2 | $22M | 105k | 209.84 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $21M | 73k | 286.86 | |
| Ies Hldgs (IESC) | 0.1 | $21M | 44k | 476.47 | |
| Mirion Technologies Inc - US (MIR) | 0.1 | $21M | 1.1M | 18.59 | |
| Amgen (AMGN) | 0.1 | $21M | 59k | 351.85 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $20M | 396k | 50.80 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $20M | 167k | 118.21 | |
| Nextera Energy (NEE) | 0.1 | $20M | 210k | 92.88 | |
| Cme (CME) | 0.1 | $19M | 65k | 295.35 | |
| Virtu Financial Inc Class A (VIRT) | 0.1 | $19M | 437k | 43.98 | |
| Stryker Corporation (SYK) | 0.1 | $19M | 58k | 328.59 | |
| Te Connectivity (TEL) | 0.1 | $19M | 90k | 209.02 | |
| Celsius Holdings (CELH) | 0.1 | $19M | 529k | 35.48 | |
| Cisco Systems (CSCO) | 0.1 | $19M | 240k | 77.59 | |
| Linde (LIN) | 0.1 | $18M | 37k | 495.76 | |
| Ishares Tr rusel 2500 etf (SMMD) | 0.1 | $18M | 239k | 76.35 | |
| Elf Beauty (ELF) | 0.1 | $18M | 300k | 60.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $18M | 144k | 124.28 | |
| Avery Dennison Corporation (AVY) | 0.1 | $18M | 103k | 172.68 | |
| Digitalocean Hldgs (DOCN) | 0.1 | $17M | 203k | 85.78 | |
| Ametek (AME) | 0.1 | $17M | 81k | 214.36 | |
| Cooper Cos (COO) | 0.1 | $17M | 242k | 71.50 | |
| Allstate Corporation (ALL) | 0.1 | $17M | 83k | 207.34 | |
| UMB Financial Corporation (UMBF) | 0.1 | $17M | 151k | 112.79 | |
| Patrick Industries (PATK) | 0.1 | $17M | 153k | 111.07 | |
| Chevron Corporation (CVX) | 0.1 | $17M | 82k | 206.90 | |
| MasterCard Incorporated (MA) | 0.1 | $16M | 31k | 499.67 | |
| Badger Meter (BMI) | 0.1 | $16M | 102k | 152.35 | |
| ExlService Holdings (EXLS) | 0.1 | $15M | 502k | 30.45 | |
| Ban (TBBK) | 0.1 | $15M | 284k | 53.73 | |
| Marriott International (MAR) | 0.1 | $15M | 47k | 327.07 | |
| McDonald's Corporation (MCD) | 0.1 | $15M | 49k | 310.79 | |
| International Business Machines (IBM) | 0.1 | $15M | 62k | 242.39 | |
| EOG Resources (EOG) | 0.1 | $15M | 105k | 144.57 | |
| Cdw (CDW) | 0.1 | $15M | 124k | 121.02 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $15M | 107k | 138.94 | |
| Century Aluminum Company (CENX) | 0.1 | $15M | 253k | 58.69 | |
| Hawaiian Electric Industries (HE) | 0.1 | $15M | 989k | 14.84 | |
| Cameco Corporation (CCJ) | 0.1 | $14M | 132k | 108.61 | |
| Kinsale Cap Group (KNSL) | 0.1 | $14M | 42k | 341.66 | |
| Sherwin-Williams Company (SHW) | 0.1 | $14M | 44k | 320.55 | |
| Interface (TILE) | 0.1 | $14M | 547k | 24.92 | |
| Booking Holdings (BKNG) | 0.1 | $14M | 3.2k | 4210.51 | |
| Vistra Energy (VST) | 0.1 | $14M | 90k | 150.33 | |
| Acm Research (ACMR) | 0.1 | $13M | 340k | 39.35 | |
| Garmin (GRMN) | 0.1 | $13M | 57k | 232.01 | |
| Morningstar (MORN) | 0.1 | $13M | 77k | 169.05 | |
| Pure Storage Inc - Class A (PSTG) | 0.1 | $13M | 219k | 59.04 | |
| Broadridge Financial Solutions (BR) | 0.1 | $13M | 78k | 162.48 | |
| Hamilton Lane Inc Common (HLNE) | 0.1 | $13M | 127k | 99.40 | |
| Motorola Solutions (MSI) | 0.1 | $12M | 28k | 433.97 | |
| Cnx Resources Corporation (CNX) | 0.1 | $12M | 312k | 38.55 | |
| Huron Consulting (HURN) | 0.1 | $12M | 94k | 127.49 | |
| Accenture (ACN) | 0.1 | $12M | 60k | 198.29 | |
| Telephone And Data Systems (TDS) | 0.1 | $12M | 278k | 42.10 | |
| Group 1 Automotive (GPI) | 0.1 | $12M | 35k | 330.63 | |
| T. Rowe Price (TROW) | 0.1 | $12M | 127k | 90.14 | |
| Bankunited (BKU) | 0.1 | $11M | 249k | 45.16 | |
| Dutch Bros (BROS) | 0.1 | $11M | 217k | 50.66 | |
| Pool Corporation (POOL) | 0.1 | $11M | 53k | 202.33 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $11M | 143k | 74.25 | |
| RPC (RES) | 0.1 | $10M | 1.5M | 7.08 | |
| Napco Security Systems (NSSC) | 0.1 | $9.9M | 252k | 39.39 | |
| Lam Research (LRCX) | 0.1 | $9.9M | 46k | 213.66 | |
| Cadence Design Systems (CDNS) | 0.1 | $9.8M | 35k | 277.87 | |
| SPS Commerce (SPSC) | 0.1 | $9.7M | 175k | 55.67 | |
| Hanover Insurance (THG) | 0.1 | $9.5M | 55k | 173.35 | |
| Highwoods Properties (HIW) | 0.1 | $9.4M | 440k | 21.41 | |
| F.N.B. Corporation (FNB) | 0.1 | $9.1M | 543k | 16.72 | |
| Getty Realty (GTY) | 0.1 | $8.8M | 278k | 31.80 | |
| Flowserve Corporation (FLS) | 0.1 | $8.8M | 120k | 73.51 | |
| Dht Holdings (DHT) | 0.1 | $8.8M | 482k | 18.27 | |
| Stag Industrial (STAG) | 0.1 | $8.7M | 242k | 36.06 | |
| Cal-Maine Foods (CALM) | 0.1 | $8.6M | 109k | 79.15 | |
| Washington Federal (WAFD) | 0.1 | $8.6M | 275k | 31.40 | |
| Portland General Electric Company (POR) | 0.1 | $8.5M | 161k | 52.77 | |
| Gulfport Energy Corp (GPOR) | 0.1 | $8.3M | 39k | 211.57 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $8.1M | 48k | 169.66 | |
| Winmark Corporation (WINA) | 0.1 | $8.1M | 19k | 427.55 | |
| Monster Beverage Corp (MNST) | 0.1 | $8.1M | 111k | 72.46 | |
| Synopsys (SNPS) | 0.1 | $8.0M | 20k | 396.48 | |
| Praxis Precision Medicines I (PRAX) | 0.1 | $8.0M | 25k | 322.19 | |
| Okta Inc cl a (OKTA) | 0.1 | $8.0M | 101k | 78.71 | |
| Lci Industries (LCII) | 0.1 | $7.9M | 65k | 122.98 | |
| Wealthfront Corp (WLTH) | 0.1 | $7.9M | 854k | 9.25 | |
| Black Hills Corporation (BKH) | 0.1 | $7.8M | 112k | 69.41 | |
| Bwx Technologies (BWXT) | 0.1 | $7.6M | 37k | 204.49 | |
| Powell Industries (POWL) | 0.1 | $7.6M | 14k | 541.08 | |
| Blue Bird Corp (BLBD) | 0.1 | $7.4M | 130k | 56.79 | |
| CNO Financial (CNO) | 0.1 | $7.3M | 177k | 41.06 | |
| Texas Capital Bancshares (TCBI) | 0.1 | $7.2M | 76k | 94.88 | |
| M/I Homes (MHO) | 0.1 | $7.2M | 59k | 122.45 | |
| Tango Therapeutics (TNGX) | 0.1 | $7.1M | 341k | 20.92 | |
| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.1 | $7.1M | 178k | 39.89 | |
| Knife River Corp (KNF) | 0.0 | $6.9M | 84k | 81.65 | |
| Rayonier (RYN) | 0.0 | $6.8M | 329k | 20.62 | |
| Amalgamated Financial Corp (AMAL) | 0.0 | $6.7M | 174k | 38.87 | |
| Talos Energy (TALO) | 0.0 | $6.7M | 422k | 15.76 | |
| Spire (SR) | 0.0 | $6.5M | 72k | 90.54 | |
| Apple Hospitality Reit (APLE) | 0.0 | $6.3M | 550k | 11.51 | |
| Relay Therapeutics (RLAY) | 0.0 | $6.2M | 619k | 9.95 | |
| Firstservice Corp (FSV) | 0.0 | $6.1M | 44k | 138.94 | |
| Acadia Healthcare (ACHC) | 0.0 | $5.5M | 236k | 23.39 | |
| Arcellx (ACLX) | 0.0 | $5.5M | 48k | 114.82 | |
| Alkami Technology (ALKT) | 0.0 | $5.3M | 341k | 15.67 | |
| Crispr Therapeutics (CRSP) | 0.0 | $5.2M | 108k | 47.57 | |
| Casella Waste Systems (CWST) | 0.0 | $5.2M | 65k | 79.34 | |
| Marqeta (MQ) | 0.0 | $5.1M | 1.3M | 4.08 | |
| Aar (AIR) | 0.0 | $5.1M | 47k | 109.46 | |
| Bank Ozk (OZK) | 0.0 | $5.0M | 109k | 45.89 | |
| On Assignment (ASGN) | 0.0 | $4.9M | 125k | 38.71 | |
| Legence Corp (LGN) | 0.0 | $4.8M | 86k | 56.46 | |
| Federated Investors (FHI) | 0.0 | $4.8M | 84k | 56.71 | |
| Alphatec Holdings (ATEC) | 0.0 | $4.7M | 436k | 10.88 | |
| Matador Resources (MTDR) | 0.0 | $4.7M | 74k | 63.18 | |
| CryoLife (AORT) | 0.0 | $4.7M | 127k | 36.62 | |
| Helios Technologies (HLIO) | 0.0 | $4.6M | 70k | 64.71 | |
| Commercial Metals Company (CMC) | 0.0 | $4.5M | 74k | 61.43 | |
| Nomad Foods (NOMD) | 0.0 | $4.0M | 421k | 9.61 | |
| Fortinet (FTNT) | 0.0 | $4.0M | 48k | 81.72 | |
| Plexus (PLXS) | 0.0 | $3.9M | 19k | 202.54 | |
| Hecla Mining Company (HL) | 0.0 | $3.9M | 207k | 18.63 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $3.8M | 62k | 61.05 | |
| Avista Corporation (AVA) | 0.0 | $3.7M | 92k | 40.14 | |
| Berkshire Hills Ban (BBT) | 0.0 | $3.6M | 121k | 30.00 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.6M | 161k | 22.26 | |
| Cleanspark (CLSK) | 0.0 | $3.5M | 415k | 8.51 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.5M | 65k | 54.05 | |
| SM Energy (SM) | 0.0 | $3.5M | 112k | 31.18 | |
| Cardinal Infrastructure Grou (CDNL) | 0.0 | $3.5M | 87k | 39.66 | |
| Profesionally Managed Portfo (CSMD) | 0.0 | $3.4M | 109k | 30.71 | |
| Moonlake Immunot (MLTX) | 0.0 | $3.3M | 179k | 18.64 | |
| Alerian Mlp Etf etf (AMLP) | 0.0 | $3.2M | 61k | 52.64 | |
| Stride (LRN) | 0.0 | $3.2M | 36k | 88.17 | |
| Procter & Gamble Company (PG) | 0.0 | $3.1M | 21k | 144.44 | |
| CVR Energy (CVI) | 0.0 | $3.1M | 91k | 33.65 | |
| Korn/Ferry International (KFY) | 0.0 | $3.0M | 48k | 62.95 | |
| Stepstone Group (STEP) | 0.0 | $3.0M | 63k | 47.72 | |
| Equinix (EQIX) | 0.0 | $3.0M | 3.1k | 980.32 | |
| Lumen Technologies (LUMN) | 0.0 | $3.0M | 425k | 6.95 | |
| Ida (IDA) | 0.0 | $2.9M | 21k | 142.97 | |
| Tutor Perini Corporation (TPC) | 0.0 | $2.9M | 38k | 77.19 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $2.9M | 9.2k | 313.81 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $2.9M | 39k | 74.38 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $2.9M | 100k | 28.72 | |
| Semtech Corporation (SMTC) | 0.0 | $2.8M | 37k | 76.89 | |
| VSE Corporation (VSEC) | 0.0 | $2.8M | 15k | 184.40 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $2.8M | 93k | 30.32 | |
| Brandywine Realty Trust (BDN) | 0.0 | $2.7M | 992k | 2.71 | |
| Siteone Landscape Supply (SITE) | 0.0 | $2.6M | 20k | 133.11 | |
| United Rentals (URI) | 0.0 | $2.6M | 3.6k | 728.56 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.5M | 26k | 97.13 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.5M | 3.9k | 650.26 | |
| Veracyte (VCYT) | 0.0 | $2.5M | 77k | 32.21 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.4M | 31k | 78.66 | |
| Profesionally Managed Portfo (CAML) | 0.0 | $2.4M | 67k | 35.18 | |
| Silicon Motion Technology (SIMO) | 0.0 | $2.3M | 21k | 112.29 | |
| RadNet (RDNT) | 0.0 | $2.3M | 41k | 55.89 | |
| C4 Therapeutics (CCCC) | 0.0 | $2.2M | 831k | 2.63 | |
| Independence Realty Trust In (IRT) | 0.0 | $2.2M | 145k | 14.89 | |
| Progressive Corporation (PGR) | 0.0 | $2.2M | 11k | 198.24 | |
| Loar Holdings (LOAR) | 0.0 | $2.1M | 37k | 57.29 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $2.0M | 20k | 100.62 | |
| Vanguard Growth ETF (VUG) | 0.0 | $2.0M | 4.5k | 436.79 | |
| Upstart Hldgs (UPST) | 0.0 | $2.0M | 76k | 25.65 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $2.0M | 7.8k | 250.58 | |
| Irhythm Technologies (IRTC) | 0.0 | $1.9M | 17k | 118.02 | |
| Meritage Homes Corporation (MTH) | 0.0 | $1.9M | 31k | 61.84 | |
| Acva (ACVA) | 0.0 | $1.9M | 448k | 4.24 | |
| Impinj (PI) | 0.0 | $1.8M | 18k | 102.70 | |
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $1.8M | 102k | 17.32 | |
| First Advantage Corp (FA) | 0.0 | $1.7M | 148k | 11.76 | |
| Cadre Hldgs (CDRE) | 0.0 | $1.7M | 54k | 30.68 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $1.7M | 11k | 145.78 | |
| Wingstop (WING) | 0.0 | $1.6M | 10k | 154.97 | |
| Metropcs Communications (TMUS) | 0.0 | $1.5M | 7.3k | 210.04 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $1.5M | 22k | 70.51 | |
| Palomar Hldgs (PLMR) | 0.0 | $1.5M | 13k | 119.50 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $1.5M | 12k | 124.31 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $1.5M | 16k | 96.29 | |
| FTI Consulting (FCN) | 0.0 | $1.5M | 8.5k | 176.77 | |
| Air Products & Chemicals (APD) | 0.0 | $1.5M | 5.1k | 290.47 | |
| First Watch Restaurant Groupco (FWRG) | 0.0 | $1.5M | 141k | 10.48 | |
| Xometry (XMTR) | 0.0 | $1.5M | 36k | 40.84 | |
| Progyny (PGNY) | 0.0 | $1.5M | 86k | 16.98 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $1.4M | 29k | 50.81 | |
| Congress Mid Cap Growth Fund I (IMIDX) | 0.0 | $1.4M | 74k | 19.36 | |
| Rxo (RXO) | 0.0 | $1.4M | 93k | 14.62 | |
| Autodesk (ADSK) | 0.0 | $1.3M | 5.6k | 239.40 | |
| Glaukos (GKOS) | 0.0 | $1.3M | 12k | 107.66 | |
| Morgan Stanley (MS) | 0.0 | $1.2M | 7.6k | 164.57 | |
| Everus Constr Group (ECG) | 0.0 | $1.2M | 9.8k | 118.06 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $1.1M | 1.9k | 597.55 | |
| Darden Restaurants (DRI) | 0.0 | $1.1M | 5.5k | 196.05 | |
| Montrose Environmental Group (MEG) | 0.0 | $1.1M | 50k | 21.89 | |
| Congress Small Cap Growth Fund (CSMCX) | 0.0 | $980k | 20k | 48.21 | |
| Neogen Corporation (NEOG) | 0.0 | $963k | 104k | 9.29 | |
| Ncino (NCNO) | 0.0 | $958k | 64k | 14.98 | |
| Johnson & Johnson (JNJ) | 0.0 | $955k | 3.9k | 244.42 | |
| Oracle Corporation (ORCL) | 0.0 | $954k | 6.5k | 147.10 | |
| General Dynamics Corporation (GD) | 0.0 | $950k | 2.8k | 343.22 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $941k | 45k | 20.95 | |
| Piper Sandler Companies (PIPR) | 0.0 | $932k | 12k | 76.55 | |
| Janux Therapeutics (JANX) | 0.0 | $930k | 67k | 13.90 | |
| S&p Global (SPGI) | 0.0 | $925k | 2.2k | 425.27 | |
| Coca-Cola Company (KO) | 0.0 | $921k | 12k | 76.05 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $905k | 7.6k | 118.63 | |
| Palo Alto Networks (PANW) | 0.0 | $892k | 5.6k | 160.31 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $870k | 4.5k | 194.15 | |
| Inspire Med Sys (INSP) | 0.0 | $824k | 16k | 51.58 | |
| iShares S&P 500 Index (IVV) | 0.0 | $801k | 1.2k | 653.21 | |
| Honeywell International (HON) | 0.0 | $785k | 3.5k | 226.01 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $773k | 3.2k | 243.08 | |
| Intuit (INTU) | 0.0 | $739k | 1.7k | 432.35 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $732k | 3.7k | 196.87 | |
| Abbvie (ABBV) | 0.0 | $730k | 3.4k | 217.49 | |
| Automatic Data Processing (ADP) | 0.0 | $692k | 3.4k | 203.18 | |
| Church & Dwight (CHD) | 0.0 | $668k | 7.2k | 93.32 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $663k | 1.1k | 605.01 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $657k | 2.7k | 248.00 | |
| Congress Large Cap Growth Fund (CAMLX) | 0.0 | $656k | 15k | 44.86 | |
| ResMed (RMD) | 0.0 | $650k | 2.9k | 224.49 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $649k | 45k | 14.29 | |
| Merck & Co (MRK) | 0.0 | $646k | 5.4k | 120.30 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $638k | 1.0k | 616.76 | |
| Generac Holdings (GNRC) | 0.0 | $623k | 3.2k | 195.33 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $599k | 1.3k | 479.20 | |
| Tesla Motors (TSLA) | 0.0 | $582k | 1.6k | 371.75 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $575k | 5.7k | 100.09 | |
| Fabrinet (FN) | 0.0 | $574k | 1.1k | 521.52 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $559k | 2.8k | 197.50 | |
| Sitime Corp (SITM) | 0.0 | $550k | 1.6k | 345.35 | |
| Copart (CPRT) | 0.0 | $541k | 16k | 33.20 | |
| Technology SPDR (XLK) | 0.0 | $526k | 4.0k | 132.90 | |
| Southern Company (SO) | 0.0 | $525k | 5.4k | 96.52 | |
| Inmode Ltd. Inmd (INMD) | 0.0 | $518k | 38k | 13.68 | |
| Evolent Health (EVH) | 0.0 | $516k | 226k | 2.28 | |
| Truist Financial Corp equities (TFC) | 0.0 | $509k | 11k | 45.97 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $501k | 6.5k | 77.13 | |
| Keysight Technologies (KEYS) | 0.0 | $500k | 1.8k | 282.37 | |
| Colgate-Palmolive Company (CL) | 0.0 | $499k | 5.9k | 85.22 | |
| Illinois Tool Works (ITW) | 0.0 | $498k | 1.9k | 260.24 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $491k | 6.2k | 79.06 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $471k | 2.2k | 216.60 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $459k | 1.8k | 257.35 | |
| Churchill Downs (CHDN) | 0.0 | $440k | 4.9k | 89.83 | |
| Southern Copper Corporation (SCCO) | 0.0 | $433k | 2.5k | 172.06 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $432k | 7.4k | 58.78 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $428k | 12k | 35.90 | |
| Affirm Hldgs (AFRM) | 0.0 | $412k | 9.0k | 45.82 | |
| Marvell Technology (MRVL) | 0.0 | $395k | 4.0k | 99.05 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $395k | 4.3k | 92.21 | |
| Deere & Company (DE) | 0.0 | $392k | 696.00 | 563.16 | |
| Agilysys (AGYS) | 0.0 | $381k | 5.4k | 71.14 | |
| Roper Industries (ROP) | 0.0 | $365k | 1.0k | 353.95 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $362k | 2.1k | 173.45 | |
| Robinhood Mkts (HOOD) | 0.0 | $360k | 5.2k | 69.30 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $359k | 526.00 | 682.54 | |
| Cohen & Steers (CNS) | 0.0 | $333k | 5.3k | 62.55 | |
| Union Pacific Corporation (UNP) | 0.0 | $327k | 1.3k | 242.56 | |
| Intercontinental Exchange (ICE) | 0.0 | $311k | 2.0k | 157.28 | |
| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.0 | $309k | 9.2k | 33.58 | |
| Thermon Group Holdings (THR) | 0.0 | $307k | 6.1k | 50.40 | |
| Box Inc cl a (BOX) | 0.0 | $303k | 13k | 23.64 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $296k | 3.9k | 75.09 | |
| Lowe's Companies (LOW) | 0.0 | $286k | 1.2k | 236.28 | |
| Coherent Corp (COHR) | 0.0 | $286k | 1.2k | 238.21 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $273k | 612.00 | 446.54 | |
| PNC Financial Services (PNC) | 0.0 | $266k | 1.3k | 208.06 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $264k | 1.8k | 144.71 | |
| UnitedHealth (UNH) | 0.0 | $257k | 949.00 | 270.53 | |
| Saia (SAIA) | 0.0 | $255k | 725.00 | 351.28 | |
| Onto Innovation (ONTO) | 0.0 | $237k | 1.2k | 205.07 | |
| Solaris Oilfield Infrstr (SEI) | 0.0 | $234k | 4.1k | 56.51 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $228k | 395.00 | 577.68 | |
| Abbott Laboratories (ABT) | 0.0 | $216k | 2.1k | 102.68 | |
| Canadian Natl Ry (CNI) | 0.0 | $210k | 2.0k | 102.77 | |
| Oroco Resource Corp (ORRCF) | 0.0 | $5.7k | 22k | 0.26 |
