Congress Asset Management as of June 30, 2026
Portfolio Holdings for Congress Asset Management
Congress Asset Management holds 376 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.2 | $526M | 2.6M | 200.09 | |
| Apple (AAPL) | 2.9 | $466M | 1.6M | 289.36 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $365M | 1.0M | 357.37 | |
| Microsoft Corporation (MSFT) | 1.9 | $304M | 815k | 373.02 | |
| Broadcom (AVGO) | 1.7 | $279M | 738k | 377.75 | |
| Visa (V) | 1.4 | $228M | 664k | 343.09 | |
| Ge Vernova (GEV) | 1.4 | $226M | 193k | 1174.86 | |
| Amphenol Corporation (APH) | 1.3 | $215M | 1.2M | 176.32 | |
| Ligand Pharmaceuticals In (LGND) | 1.3 | $209M | 660k | 316.09 | |
| Arista Networks (ANET) | 1.2 | $200M | 1.2M | 169.88 | |
| Costco Wholesale Corporation (COST) | 1.2 | $195M | 209k | 935.47 | |
| Sterling Construction Company (STRL) | 1.2 | $193M | 230k | 839.36 | |
| Goldman Sachs (GS) | 1.1 | $184M | 182k | 1011.37 | |
| UFP Technologies (UFPT) | 1.1 | $182M | 687k | 265.13 | |
| Eaton (ETN) | 1.1 | $176M | 413k | 426.12 | |
| Asml Holding (ASML) | 1.1 | $176M | 88k | 1989.45 | |
| Amazon (AMZN) | 1.1 | $175M | 734k | 238.34 | |
| Moog (MOG.A) | 1.1 | $172M | 406k | 423.84 | |
| Mongodb Inc. Class A (MDB) | 1.1 | $172M | 511k | 335.90 | |
| Modine Manufacturing (MOD) | 1.0 | $168M | 629k | 267.02 | |
| Howmet Aerospace (HWM) | 1.0 | $167M | 622k | 268.86 | |
| Nvent Electric Plc Voting equities (NVT) | 1.0 | $167M | 984k | 169.61 | |
| Facebook Inc cl a (META) | 1.0 | $165M | 292k | 563.29 | |
| Welltower Inc Com reit (WELL) | 1.0 | $164M | 722k | 226.97 | |
| EnPro Industries (NPO) | 1.0 | $163M | 433k | 376.93 | |
| Novanta (NOVT) | 1.0 | $158M | 974k | 162.24 | |
| Curtiss-Wright (CW) | 0.9 | $151M | 199k | 757.76 | |
| Parker-Hannifin Corporation (PH) | 0.9 | $150M | 153k | 978.12 | |
| Eli Lilly & Co. (LLY) | 0.9 | $148M | 123k | 1199.43 | |
| Arm Holdings (ARM) | 0.9 | $145M | 409k | 354.57 | |
| Tg Therapeutics (TGTX) | 0.9 | $143M | 2.6M | 54.94 | |
| TKO Group Holdings (TKO) | 0.9 | $142M | 707k | 201.31 | |
| TJX Companies (TJX) | 0.9 | $140M | 925k | 151.50 | |
| Repligen Corporation (RGEN) | 0.8 | $138M | 1.0M | 136.44 | |
| O'reilly Automotive (ORLY) | 0.8 | $135M | 1.5M | 92.09 | |
| Interactive Brokers (IBKR) | 0.8 | $133M | 1.5M | 87.04 | |
| Boot Barn Hldgs (BOOT) | 0.8 | $131M | 798k | 164.27 | |
| CommVault Systems (CVLT) | 0.8 | $131M | 923k | 141.73 | |
| Williams Companies (WMB) | 0.8 | $130M | 1.7M | 74.34 | |
| Vericel (VCEL) | 0.8 | $130M | 2.9M | 44.49 | |
| Universal Technical Institute (UTI) | 0.8 | $128M | 3.0M | 42.77 | |
| Ecolab (ECL) | 0.8 | $127M | 455k | 278.61 | |
| Credo Technology Group Holding (CRDO) | 0.8 | $125M | 458k | 271.95 | |
| Livanova Plc Ord (LIVN) | 0.8 | $124M | 1.5M | 82.23 | |
| Mirion Technologies Inc - US (MIR) | 0.7 | $120M | 6.7M | 17.93 | |
| Intuitive Surgical (ISRG) | 0.7 | $120M | 301k | 397.68 | |
| InterDigital (IDCC) | 0.7 | $119M | 421k | 283.13 | |
| Quanta Services (PWR) | 0.7 | $118M | 163k | 720.04 | |
| Kulicke and Soffa Industries (KLIC) | 0.7 | $117M | 878k | 133.76 | |
| Brinker International (EAT) | 0.7 | $115M | 685k | 168.00 | |
| Sensient Technologies Corporation (SXT) | 0.7 | $115M | 930k | 123.29 | |
| Hilton Worldwide Holdings (HLT) | 0.7 | $114M | 345k | 330.46 | |
| Jfrog (FROG) | 0.7 | $113M | 1.2M | 90.88 | |
| Monolithic Power Systems (MPWR) | 0.7 | $111M | 80k | 1382.36 | |
| Pjt Partners (PJT) | 0.7 | $109M | 724k | 150.94 | |
| Ameris Ban (ABCB) | 0.7 | $108M | 1.2M | 90.26 | |
| Skyline Corporation (SKY) | 0.7 | $107M | 1.2M | 88.12 | |
| Atlantic Union B (AUB) | 0.7 | $106M | 2.5M | 42.31 | |
| Rambus (RMBS) | 0.6 | $103M | 778k | 132.74 | |
| Imax Corp Cad (IMAX) | 0.6 | $101M | 2.5M | 39.86 | |
| IDEXX Laboratories (IDXX) | 0.6 | $100M | 190k | 526.44 | |
| Uber Technologies (UBER) | 0.6 | $97M | 1.3M | 72.16 | |
| Halozyme Therapeutics (HALO) | 0.6 | $96M | 1.2M | 78.27 | |
| Kirby Corporation (KEX) | 0.6 | $96M | 704k | 135.97 | |
| Tapestry (TPR) | 0.6 | $95M | 650k | 146.38 | |
| Federal Signal Corporation (FSS) | 0.6 | $93M | 726k | 128.49 | |
| Moody's Corporation (MCO) | 0.6 | $93M | 205k | 452.92 | |
| LeMaitre Vascular (LMAT) | 0.6 | $93M | 964k | 95.96 | |
| Casey's General Stores (CASY) | 0.6 | $91M | 115k | 794.79 | |
| Archrock (AROC) | 0.6 | $90M | 2.2M | 40.71 | |
| John Bean Technologies Corporation (JBTM) | 0.5 | $88M | 604k | 145.00 | |
| Shopify Inc cl a (SHOP) | 0.5 | $87M | 765k | 114.18 | |
| Emcor (EME) | 0.5 | $87M | 105k | 829.88 | |
| Viking Holdings (VIK) | 0.5 | $87M | 828k | 104.67 | |
| Crane Company (CR) | 0.5 | $85M | 383k | 223.07 | |
| Balchem Corporation (BCPC) | 0.5 | $85M | 503k | 168.95 | |
| Csw Industrials (CSW) | 0.5 | $84M | 301k | 278.30 | |
| Merit Medical Systems (MMSI) | 0.5 | $82M | 1.2M | 69.34 | |
| AeroVironment (AVAV) | 0.5 | $82M | 496k | 165.07 | |
| ACI Worldwide (ACIW) | 0.5 | $80M | 1.6M | 50.29 | |
| Alnylam Pharmaceuticals (ALNY) | 0.5 | $80M | 266k | 301.03 | |
| Vita Coco Co Inc/the (COCO) | 0.5 | $80M | 1.2M | 66.14 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $79M | 265k | 298.07 | |
| Power Integrations (POWI) | 0.5 | $78M | 930k | 83.76 | |
| Axon Enterprise (AXON) | 0.5 | $78M | 139k | 560.61 | |
| Coherent Corp (COHR) | 0.5 | $75M | 191k | 394.47 | |
| HEICO Corporation (HEI) | 0.5 | $75M | 211k | 356.19 | |
| Raymond James Financial (RJF) | 0.4 | $70M | 460k | 152.03 | |
| NOVA MEASURING Instruments L (NVMI) | 0.4 | $69M | 128k | 542.94 | |
| Micron Technology (MU) | 0.4 | $69M | 60k | 1154.29 | |
| Datadog Inc Cl A (DDOG) | 0.4 | $68M | 261k | 260.36 | |
| Cargurus (CARG) | 0.4 | $67M | 2.0M | 34.09 | |
| Palantir Technologies (PLTR) | 0.4 | $60M | 513k | 116.67 | |
| Crane Holdings (CXT) | 0.4 | $60M | 1.2M | 51.16 | |
| UMB Financial Corporation (UMBF) | 0.3 | $57M | 397k | 142.76 | |
| Qnity Electronics (Q) | 0.3 | $56M | 345k | 163.31 | |
| Advanced Energy Industries (AEIS) | 0.3 | $56M | 151k | 372.87 | |
| Network Associates Inc cl a (NET) | 0.3 | $56M | 227k | 245.28 | |
| Teradyne (TER) | 0.3 | $52M | 108k | 483.84 | |
| Comfort Systems USA (FIX) | 0.3 | $51M | 26k | 1981.98 | |
| Fastenal Company (FAST) | 0.3 | $50M | 1.1M | 48.03 | |
| Valmont Industries (VMI) | 0.3 | $50M | 87k | 577.60 | |
| Carpenter Technology Corporation (CRS) | 0.3 | $50M | 81k | 616.84 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $49M | 633k | 76.88 | |
| Api Group Corp (APG) | 0.3 | $49M | 1.1M | 42.35 | |
| Dutch Bros (BROS) | 0.3 | $47M | 649k | 71.81 | |
| Ross Stores (ROST) | 0.3 | $45M | 213k | 212.85 | |
| Caterpillar (CAT) | 0.3 | $44M | 42k | 1064.91 | |
| Flowserve Corporation (FLS) | 0.3 | $44M | 590k | 74.16 | |
| Rubrik (RBRK) | 0.3 | $43M | 540k | 80.28 | |
| Karman Hldgs (KRMN) | 0.3 | $43M | 863k | 49.92 | |
| Encompass Health Corp (EHC) | 0.3 | $41M | 406k | 101.08 | |
| Dell Technologies (DELL) | 0.3 | $41M | 95k | 431.46 | |
| Terreno Realty Corporation (TRNO) | 0.2 | $39M | 606k | 64.77 | |
| Cava Group Ord (CAVA) | 0.2 | $39M | 498k | 78.48 | |
| D.R. Horton (DHI) | 0.2 | $38M | 232k | 162.88 | |
| Entegris (ENTG) | 0.2 | $38M | 209k | 179.86 | |
| Roku (ROKU) | 0.2 | $37M | 267k | 138.14 | |
| Myr (MYRG) | 0.2 | $37M | 74k | 500.40 | |
| Steris Plc Ord equities (STE) | 0.2 | $36M | 171k | 210.57 | |
| Expedia (EXPE) | 0.2 | $36M | 141k | 255.88 | |
| Analog Devices (ADI) | 0.2 | $35M | 89k | 397.17 | |
| Martin Marietta Materials (MLM) | 0.2 | $35M | 61k | 576.70 | |
| Affirm Hldgs (AFRM) | 0.2 | $35M | 427k | 81.55 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $34M | 105k | 327.33 | |
| Toast (TOST) | 0.2 | $33M | 1.2M | 27.82 | |
| Cintas Corporation (CTAS) | 0.2 | $31M | 184k | 170.08 | |
| Plexus (PLXS) | 0.2 | $31M | 104k | 300.67 | |
| Medpace Hldgs (MEDP) | 0.2 | $31M | 59k | 529.59 | |
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $31M | 351k | 87.22 | |
| Congress Large Cap Growth Fund (CMLIX) | 0.2 | $29M | 555k | 51.36 | |
| Twilio Inc cl a (TWLO) | 0.2 | $29M | 138k | 206.33 | |
| Acm Research (ACMR) | 0.2 | $28M | 224k | 126.89 | |
| Solaris Oilfield Infrstr (SEI) | 0.2 | $28M | 345k | 80.46 | |
| Lincoln Electric Holdings (LECO) | 0.2 | $27M | 103k | 265.51 | |
| Cisco Systems (CSCO) | 0.2 | $27M | 231k | 117.46 | |
| Globus Med Inc cl a (GMED) | 0.2 | $27M | 339k | 79.01 | |
| Samsara (IOT) | 0.2 | $27M | 816k | 32.43 | |
| Virtu Financial Inc Class A (VIRT) | 0.2 | $26M | 442k | 59.57 | |
| Marqeta | 0.2 | $26M | 1.6M | 16.24 | |
| Home Depot (HD) | 0.2 | $25M | 70k | 352.68 | |
| Digitalocean Hldgs (DOCN) | 0.2 | $25M | 156k | 157.03 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $24M | 401k | 59.36 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $24M | 79k | 301.71 | |
| Range Resources (RRC) | 0.1 | $23M | 630k | 37.19 | |
| Lam Research (LRCX) | 0.1 | $23M | 53k | 433.33 | |
| Hawkins (HWKN) | 0.1 | $23M | 161k | 142.10 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $23M | 154k | 146.41 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $22M | 63k | 353.33 | |
| Elf Beauty (ELF) | 0.1 | $21M | 284k | 74.00 | |
| Amgen (AMGN) | 0.1 | $21M | 58k | 362.12 | |
| Ametek (AME) | 0.1 | $20M | 82k | 241.94 | |
| Nextera Energy (NEE) | 0.1 | $19M | 221k | 87.77 | |
| Linde (LIN) | 0.1 | $19M | 36k | 518.94 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $19M | 150k | 124.17 | |
| M/I Homes (MHO) | 0.1 | $18M | 113k | 160.79 | |
| Ban (TBBK) | 0.1 | $18M | 287k | 62.64 | |
| Te Connectivity (TEL) | 0.1 | $18M | 88k | 201.61 | |
| Stryker Corporation (SYK) | 0.1 | $18M | 56k | 314.84 | |
| Cdw (CDW) | 0.1 | $18M | 124k | 140.64 | |
| International Business Machines (IBM) | 0.1 | $17M | 62k | 281.21 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $17M | 108k | 160.72 | |
| Independence Realty Trust In (IRT) | 0.1 | $17M | 1.0M | 16.69 | |
| Marriott International (MAR) | 0.1 | $17M | 45k | 370.59 | |
| Black Hills Corporation (BKH) | 0.1 | $16M | 220k | 74.40 | |
| Wal-Mart Stores (WMT) | 0.1 | $16M | 142k | 113.26 | |
| Avery Dennison Corporation (AVY) | 0.1 | $16M | 98k | 162.35 | |
| MasterCard Incorporated (MA) | 0.1 | $16M | 31k | 513.60 | |
| Transmedics Group (TMDX) | 0.1 | $15M | 228k | 66.42 | |
| Getty Realty (GTY) | 0.1 | $15M | 453k | 33.36 | |
| Okta Inc cl a (OKTA) | 0.1 | $15M | 111k | 136.45 | |
| Patrick Industries (PATK) | 0.1 | $15M | 167k | 89.78 | |
| Chevron Corporation (CVX) | 0.1 | $15M | 90k | 165.76 | |
| Krystal Biotech (KRYS) | 0.1 | $15M | 40k | 371.67 | |
| Sherwin-Williams Company (SHW) | 0.1 | $15M | 43k | 344.32 | |
| Badger Meter (BMI) | 0.1 | $15M | 100k | 148.38 | |
| Vistra Energy (VST) | 0.1 | $15M | 92k | 158.63 | |
| Winmark Corporation (WINA) | 0.1 | $15M | 35k | 423.08 | |
| Netflix (NFLX) | 0.1 | $15M | 204k | 71.40 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $14M | 100k | 144.61 | |
| Monster Beverage Corp (MNST) | 0.1 | $14M | 150k | 96.12 | |
| Cal-Maine Foods (CALM) | 0.1 | $14M | 176k | 80.56 | |
| Celsius Holdings (CELH) | 0.1 | $14M | 476k | 29.28 | |
| Booking Holdings (BKNG) | 0.1 | $14M | 78k | 178.24 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $14M | 83k | 168.53 | |
| Cme (CME) | 0.1 | $14M | 63k | 220.83 | |
| Nomad Foods (NOMD) | 0.1 | $14M | 1.3M | 10.95 | |
| Amneal Pharmaceuticals (AMRX) | 0.1 | $14M | 783k | 17.31 | |
| Cameco Corporation (CCJ) | 0.1 | $14M | 133k | 101.86 | |
| Hawaiian Electric Industries (HE) | 0.1 | $14M | 996k | 13.53 | |
| Highwoods Properties (HIW) | 0.1 | $13M | 445k | 30.16 | |
| Cadence Design Systems (CDNS) | 0.1 | $13M | 35k | 375.32 | |
| EOG Resources (EOG) | 0.1 | $13M | 101k | 129.73 | |
| ExlService Holdings (EXLS) | 0.1 | $13M | 505k | 25.86 | |
| Telephone And Data Systems (TDS) | 0.1 | $13M | 353k | 37.01 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $13M | 159k | 81.49 | |
| Garmin (GRMN) | 0.1 | $13M | 54k | 237.54 | |
| McDonald's Corporation (MCD) | 0.1 | $13M | 46k | 270.31 | |
| Fair Isaac Corporation (FICO) | 0.1 | $12M | 10k | 1194.78 | |
| Ishares Tr rusel 2500 etf (SMMD) | 0.1 | $12M | 134k | 91.63 | |
| Bankunited (BKU) | 0.1 | $12M | 251k | 48.45 | |
| Powell Industries (POWL) | 0.1 | $12M | 43k | 286.36 | |
| Tango Therapeutics (TNGX) | 0.1 | $12M | 381k | 31.26 | |
| Hanover Insurance (THG) | 0.1 | $12M | 55k | 214.12 | |
| Blue Bird Corp (BLBD) | 0.1 | $12M | 149k | 78.96 | |
| Century Aluminum Company (CENX) | 0.1 | $12M | 256k | 46.01 | |
| Relay Therapeutics (RLAY) | 0.1 | $12M | 626k | 18.71 | |
| Motorola Solutions (MSI) | 0.1 | $11M | 27k | 415.29 | |
| Avista Corporation (AVA) | 0.1 | $11M | 273k | 40.91 | |
| Helios Technologies (HLIO) | 0.1 | $11M | 125k | 89.25 | |
| F.N.B. Corporation (FNB) | 0.1 | $11M | 575k | 19.08 | |
| Napco Security Systems (NSSC) | 0.1 | $11M | 286k | 37.98 | |
| Cnx Resources Corporation (CNX) | 0.1 | $11M | 315k | 33.93 | |
| Washington Federal (WAFD) | 0.1 | $11M | 278k | 38.37 | |
| Group 1 Automotive (GPI) | 0.1 | $10M | 35k | 291.17 | |
| Alpha & Omega Semiconductor (AOSL) | 0.1 | $9.6M | 204k | 47.33 | |
| Klaviyo Srs A Ord (KVYO) | 0.1 | $9.6M | 636k | 15.10 | |
| Amalgamated Financial Corp (AMAL) | 0.1 | $9.4M | 204k | 45.90 | |
| Apple Hospitality Reit (APLE) | 0.1 | $9.3M | 556k | 16.81 | |
| Stag Industrial (STAG) | 0.1 | $9.3M | 245k | 38.06 | |
| RPC (RES) | 0.1 | $9.2M | 1.6M | 5.83 | |
| USD.001 Central Pacific Financial (CPF) | 0.1 | $9.2M | 241k | 38.20 | |
| CNO Financial (CNO) | 0.1 | $9.1M | 179k | 50.98 | |
| Bank Ozk (OZK) | 0.1 | $9.1M | 175k | 52.09 | |
| DXP Enterprises (DXPE) | 0.1 | $8.9M | 53k | 168.74 | |
| Keysight Technologies (KEYS) | 0.1 | $8.7M | 25k | 350.07 | |
| Huron Consulting (HURN) | 0.1 | $8.6M | 95k | 90.16 | |
| Portland General Electric Company (POR) | 0.1 | $8.5M | 163k | 51.83 | |
| Bwx Technologies (BWXT) | 0.1 | $8.4M | 43k | 194.65 | |
| Hamilton Lane Inc Common (HLNE) | 0.1 | $8.3M | 105k | 78.83 | |
| Wealthfront Corp (WLTH) | 0.1 | $8.3M | 925k | 8.94 | |
| Dht Holdings (DHT) | 0.0 | $8.1M | 487k | 16.53 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $8.0M | 31k | 254.50 | |
| Texas Capital Bancshares (TCBI) | 0.0 | $8.0M | 77k | 103.26 | |
| Old Second Ban (OSBC) | 0.0 | $7.9M | 339k | 23.32 | |
| Lumen Technologies (LUMN) | 0.0 | $7.5M | 982k | 7.68 | |
| Alkami Technology (ALKT) | 0.0 | $7.5M | 416k | 18.12 | |
| Gulfport Energy Corp (GPOR) | 0.0 | $7.4M | 44k | 169.70 | |
| Knife River Corp (KNF) | 0.0 | $7.3M | 88k | 83.65 | |
| Fortinet (FTNT) | 0.0 | $7.2M | 47k | 153.62 | |
| Accenture (ACN) | 0.0 | $7.2M | 58k | 124.44 | |
| Rayonier (RYN) | 0.0 | $7.1M | 333k | 21.28 | |
| Acadia Healthcare (ACHC) | 0.0 | $7.0M | 238k | 29.53 | |
| Lci Industries (LCII) | 0.0 | $6.9M | 65k | 105.88 | |
| Talos Energy (TALO) | 0.0 | $6.6M | 508k | 12.91 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $6.3M | 46k | 136.72 | |
| Cleanspark (CLSK) | 0.0 | $6.1M | 420k | 14.55 | |
| Crispr Therapeutics (CRSP) | 0.0 | $6.0M | 110k | 54.54 | |
| Spire (SR) | 0.0 | $5.7M | 73k | 78.09 | |
| Matador Resources (MTDR) | 0.0 | $5.2M | 105k | 49.78 | |
| T. Rowe Price (TROW) | 0.0 | $4.9M | 43k | 113.69 | |
| C4 Therapeutics (CCCC) | 0.0 | $4.7M | 1.0M | 4.67 | |
| Commercial Metals Company (CMC) | 0.0 | $4.7M | 75k | 62.75 | |
| Federated Investors (FHI) | 0.0 | $4.7M | 85k | 55.22 | |
| Ideaya Biosciences (IDYA) | 0.0 | $4.4M | 118k | 37.27 | |
| Berkshire Hills Ban (BBT) | 0.0 | $4.3M | 142k | 30.45 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $4.2M | 8.5k | 501.37 | |
| Profesionally Managed Portfo (CSMD) | 0.0 | $4.0M | 108k | 36.49 | |
| United Rentals (URI) | 0.0 | $3.9M | 3.5k | 1132.89 | |
| Acva (ACVA) | 0.0 | $3.9M | 537k | 7.19 | |
| Penumbra (PEN) | 0.0 | $3.8M | 12k | 315.75 | |
| Alphatec Holdings (ATEC) | 0.0 | $3.8M | 441k | 8.65 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.8M | 64k | 59.69 | |
| Moonlake Immunot (MLTX) | 0.0 | $3.5M | 180k | 19.47 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $3.4M | 61k | 55.50 | |
| Korn/Ferry International (KFY) | 0.0 | $3.2M | 49k | 66.58 | |
| Equinix (EQIX) | 0.0 | $3.2M | 3.1k | 1042.48 | |
| Brandywine Realty Trust (BDN) | 0.0 | $3.2M | 1.0M | 3.17 | |
| Ida (IDA) | 0.0 | $3.1M | 21k | 151.30 | |
| Procter & Gamble Company (PG) | 0.0 | $3.0M | 20k | 146.64 | |
| Alerian Mlp Etf etf (AMLP) | 0.0 | $3.0M | 58k | 51.85 | |
| SM Energy (SM) | 0.0 | $3.0M | 113k | 26.10 | |
| Progressive Corporation (PGR) | 0.0 | $2.9M | 13k | 218.45 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $2.8M | 94k | 29.24 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.7M | 26k | 103.88 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $2.7M | 88k | 30.49 | |
| Profesionally Managed Portfo (CAML) | 0.0 | $2.7M | 67k | 40.01 | |
| Meritage Homes Corporation (MTH) | 0.0 | $2.6M | 32k | 83.85 | |
| Synopsys (SNPS) | 0.0 | $2.6M | 5.8k | 446.07 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.6M | 30k | 86.65 | |
| CVR Energy (CVI) | 0.0 | $2.5M | 92k | 27.54 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.5M | 3.4k | 746.86 | |
| Vanguard Growth ETF (VUG) | 0.0 | $2.3M | 26k | 86.14 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $2.0M | 5.1k | 393.96 | |
| Servicenow (NOW) | 0.0 | $1.9M | 19k | 99.28 | |
| Congress Mid Cap Growth Fund I (IMIDX) | 0.0 | $1.9M | 83k | 22.58 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $1.8M | 15k | 119.33 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $1.8M | 15k | 117.50 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $1.7M | 24k | 71.86 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $1.7M | 11k | 154.28 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $1.7M | 5.0k | 334.82 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $1.6M | 27k | 58.92 | |
| Litman Gregory Fds Tr (DBMF) | 0.0 | $1.5M | 51k | 30.61 | |
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $1.5M | 97k | 15.88 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.4M | 5.4k | 253.99 | |
| Air Products & Chemicals (APD) | 0.0 | $1.4M | 4.6k | 293.20 | |
| Evolent Health (EVH) | 0.0 | $1.2M | 229k | 5.42 | |
| Congress Small Cap Growth Fund (CSMCX) | 0.0 | $1.2M | 21k | 58.99 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $1.2M | 1.7k | 686.81 | |
| Darden Restaurants (DRI) | 0.0 | $1.1M | 5.5k | 206.02 | |
| FTI Consulting (FCN) | 0.0 | $1.1M | 7.3k | 149.01 | |
| Marvell Technology (MRVL) | 0.0 | $1.1M | 3.6k | 297.89 | |
| Autodesk (ADSK) | 0.0 | $1.1M | 5.4k | 194.42 | |
| Janux Therapeutics (JANX) | 0.0 | $1.0M | 68k | 15.36 | |
| General Dynamics Corporation (GD) | 0.0 | $948k | 2.7k | 354.30 | |
| Generac Holdings (GNRC) | 0.0 | $934k | 3.2k | 292.81 | |
| Palo Alto Networks (PANW) | 0.0 | $903k | 2.6k | 341.00 | |
| Coca-Cola Company (KO) | 0.0 | $895k | 11k | 81.27 | |
| Morgan Stanley (MS) | 0.0 | $886k | 4.2k | 209.06 | |
| Abbvie (ABBV) | 0.0 | $845k | 3.4k | 251.63 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $835k | 3.0k | 281.01 | |
| Oracle Corporation (ORCL) | 0.0 | $828k | 5.6k | 146.56 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $796k | 2.7k | 300.45 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $725k | 1.1k | 666.90 | |
| iShares S&P 500 Index (IVV) | 0.0 | $717k | 958.00 | 748.89 | |
| Automatic Data Processing (ADP) | 0.0 | $695k | 3.1k | 223.95 | |
| Merck & Co (MRK) | 0.0 | $690k | 5.4k | 128.50 | |
| Congress Large Cap Growth Fund (CAMLX) | 0.0 | $682k | 13k | 50.73 | |
| Tesla Motors (TSLA) | 0.0 | $658k | 1.6k | 420.60 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $627k | 6.1k | 102.25 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $626k | 1.3k | 500.39 | |
| Fabrinet (FN) | 0.0 | $618k | 1.1k | 562.08 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $614k | 873.00 | 703.34 | |
| Philip Morris International (PM) | 0.0 | $595k | 3.3k | 180.91 | |
| Primoris Services (PRIM) | 0.0 | $589k | 5.9k | 99.12 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $531k | 5.3k | 99.29 | |
| S&p Global (SPGI) | 0.0 | $527k | 1.3k | 407.15 | |
| Robinhood Mkts (HOOD) | 0.0 | $522k | 5.2k | 100.28 | |
| Southern Company (SO) | 0.0 | $518k | 5.4k | 95.71 | |
| Allstate Corporation (ALL) | 0.0 | $484k | 2.0k | 237.91 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $481k | 2.3k | 205.02 | |
| Colgate-Palmolive Company (CL) | 0.0 | $479k | 5.2k | 91.68 | |
| Church & Dwight (CHD) | 0.0 | $472k | 4.9k | 96.87 | |
| MercadoLibre (MELI) | 0.0 | $467k | 275.00 | 1697.39 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $456k | 1.8k | 249.98 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $454k | 7.2k | 62.89 | |
| Boston Scientific Corporation (BSX) | 0.0 | $437k | 10k | 42.68 | |
| Illinois Tool Works (ITW) | 0.0 | $436k | 1.6k | 270.41 | |
| Onto Innovation (ONTO) | 0.0 | $436k | 1.2k | 378.45 | |
| Deere & Company (DE) | 0.0 | $417k | 657.00 | 634.60 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $411k | 1.3k | 306.30 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $376k | 12k | 31.59 | |
| Interface (TILE) | 0.0 | $374k | 10k | 35.84 | |
| ResMed (RMD) | 0.0 | $373k | 1.9k | 194.88 | |
| Honeywell International | 0.0 | $373k | 1.7k | 223.87 | |
| Union Pacific Corporation (UNP) | 0.0 | $367k | 1.4k | 272.06 | |
| Navan Inc Cl A (NAVN) | 0.0 | $366k | 16k | 22.87 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $348k | 2.1k | 166.67 | |
| Churchill Downs (CHDN) | 0.0 | $346k | 3.9k | 89.64 | |
| Calix (CALX) | 0.0 | $332k | 8.9k | 37.32 | |
| Yeti Hldgs (YETI) | 0.0 | $321k | 6.5k | 49.56 | |
| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.0 | $320k | 9.2k | 34.63 | |
| Texas Roadhouse (TXRH) | 0.0 | $315k | 1.6k | 193.23 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $291k | 395.00 | 737.04 | |
| Pure Storage Inc - Class A (P) | 0.0 | $284k | 3.6k | 78.79 | |
| UnitedHealth (UNH) | 0.0 | $278k | 670.00 | 415.48 | |
| Copart (CPRT) | 0.0 | $270k | 9.6k | 28.19 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $269k | 528.00 | 509.04 | |
| Lowe's Companies (LOW) | 0.0 | $267k | 1.2k | 220.49 | |
| Cooper Cos (COO) | 0.0 | $265k | 3.7k | 71.71 | |
| Broadridge Financial Solutions (BR) | 0.0 | $254k | 1.9k | 136.92 | |
| Spdr Series Trust aerospace def (XAR) | 0.0 | $244k | 858.00 | 283.79 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $243k | 1.5k | 162.07 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $242k | 2.9k | 84.58 | |
| Saia (SAIA) | 0.0 | $241k | 571.00 | 421.16 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $226k | 984.00 | 229.57 | |
| Southern Copper Corporation (SCCO) | 0.0 | $224k | 1.3k | 174.26 | |
| Tractor Supply Company (TSCO) | 0.0 | $218k | 6.9k | 31.61 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $217k | 1.0k | 216.51 | |
| Roper Industries (ROP) | 0.0 | $212k | 627.00 | 338.52 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $203k | 409.00 | 496.73 | |
| Intercontinental Exchange (ICE) | 0.0 | $201k | 1.6k | 123.11 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $73k | 73k | 1.00 | |
| iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.0 | $64k | 64k | 1.00 | |
| Oroco Resource Corp (ORRCF) | 0.0 | $5.6k | 22k | 0.26 | |
| ARCELLX INC CVR from 03940C100 | 0.0 | $0 | 48k | 0.00 |