Congress Asset Management

Congress Asset Management as of Sept. 30, 2026

Portfolio Holdings for Congress Asset Management

Congress Asset Management holds 406 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 3.8 $587M 2.6M 228.38
Apple (AAPL) 3.4 $531M 1.6M 333.02
Alphabet Inc Class A cs (GOOGL) 2.8 $425M 1.2M 344.08
Microsoft Corporation (MSFT) 2.7 $411M 801k 512.90
Broadcom (AVGO) 1.9 $288M 821k 351.19
Halozyme Therapeutics (HALO) 1.6 $252M 2.3M 110.40
Arista Networks (ANET) 1.4 $214M 1.0M 203.59
Ligand Pharmaceuticals In (LGND) 1.3 $206M 659k 312.37
Facebook Inc cl a (META) 1.3 $204M 281k 725.18
Repligen Corporation (RGEN) 1.3 $196M 1.0M 192.23
Visa (V) 1.2 $188M 522k 359.33
Amazon (AMZN) 1.2 $185M 741k 249.15
Costco Wholesale Corporation (COST) 1.2 $183M 201k 910.34
Amphenol Corporation (APH) 1.2 $181M 2.1M 84.30
Mongodb Inc. Class A (MDB) 1.1 $175M 502k 348.61
UFP Technologies (UFPT) 1.1 $172M 579k 296.82
Eaton (ETN) 1.1 $169M 394k 429.71
Asml Holding (ASML) 1.1 $162M 90k 1811.66
Welltower Inc Com reit (WELL) 1.0 $160M 697k 230.24
Moog (MOG.A) 1.0 $154M 404k 381.47
Ge Vernova (GEV) 1.0 $151M 158k 950.49
InterDigital (IDCC) 1.0 $149M 458k 326.07
Tg Therapeutics (TGTX) 0.9 $145M 2.6M 55.78
Eli Lilly & Co. (LLY) 0.9 $144M 125k 1157.08
Parker-Hannifin Corporation (PH) 0.9 $140M 146k 955.42
Novanta (NOVT) 0.9 $139M 980k 142.19
Imax Corp Cad (IMAX) 0.9 $139M 2.5M 54.80
Jfrog (FROG) 0.9 $138M 1.4M 97.04
Howmet Aerospace (HWM) 0.9 $135M 597k 226.18
EnPro Industries (NPO) 0.9 $132M 431k 306.26
Brinker International (EAT) 0.8 $130M 672k 193.53
Interactive Brokers (IBKR) 0.8 $128M 1.5M 85.42
Goldman Sachs (GS) 0.8 $127M 141k 900.36
Micron Technology (MU) 0.8 $126M 119k 1065.11
TJX Companies (TJX) 0.8 $125M 943k 132.31
Sensient Technologies Corporation (SXT) 0.8 $122M 932k 130.72
Ecolab (ECL) 0.8 $119M 435k 274.58
CommVault Systems (CVLT) 0.8 $118M 784k 149.92
Livanova Plc Ord (LIVN) 0.7 $115M 1.5M 76.50
Williams Companies (WMB) 0.7 $114M 1.7M 67.97
Arm Holdings (ARM) 0.7 $113M 389k 289.66
Merit Medical Systems (MMSI) 0.7 $109M 1.3M 86.23
Shopify Inc cl a (SHOP) 0.7 $108M 731k 148.30
Skyline Corporation (SKY) 0.7 $105M 1.2M 85.70
Hilton Worldwide Holdings (HLT) 0.7 $105M 329k 318.12
Pjt Partners (PJT) 0.7 $104M 729k 142.71
Vericel (VCEL) 0.7 $102M 2.6M 40.14
Nvent Electric Plc Voting equities (NVT) 0.7 $100M 626k 160.37
Monolithic Power Systems (MPWR) 0.6 $100M 74k 1347.22
Kirby Corporation (KEX) 0.6 $100M 761k 131.25
Federal Signal Corporation (FSS) 0.6 $99M 895k 110.79
Boot Barn Hldgs (BOOT) 0.6 $97M 805k 120.47
Atlantic Union B (AUB) 0.6 $96M 2.5M 37.95
Ameris Ban (ABCB) 0.6 $96M 1.2M 79.52
Palantir Technologies (PLTR) 0.6 $95M 507k 187.05
Texas Instruments Incorporated (TXN) 0.6 $94M 336k 280.09
Crowdstrike Hldgs Inc cl a (CRWD) 0.6 $93M 351k 264.75
IDEXX Laboratories (IDXX) 0.6 $92M 176k 522.19
Veracyte (VCYT) 0.6 $90M 2.0M 46.04
Moody's Corporation (MCO) 0.6 $89M 195k 454.13
Csw Industrials (CSW) 0.6 $87M 302k 288.08
Quanta Services (PWR) 0.6 $87M 135k 642.51
Mirion Technologies Inc - US (MIR) 0.6 $85M 6.0M 14.12
ACI Worldwide (ACIW) 0.6 $85M 1.7M 48.88
AeroVironment (AVAV) 0.5 $85M 595k 142.22
Curtiss-Wright (CW) 0.5 $84M 155k 543.82
Balchem Corporation (BCPC) 0.5 $83M 503k 164.96
Plexus (PLXS) 0.5 $82M 315k 260.95
Rubrik (RBRK) 0.5 $82M 716k 114.47
LeMaitre Vascular (LMAT) 0.5 $79M 962k 82.59
Clear Secure (YOU) 0.5 $79M 1.9M 41.95
Archrock (AROC) 0.5 $77M 2.5M 30.29
Emcor (EME) 0.5 $77M 102k 754.49
Network Associates Inc cl a (NET) 0.5 $76M 220k 347.28
Medtronic (MDT) 0.5 $76M 883k 86.29
Tesla Motors (TSLA) 0.5 $73M 206k 354.81
Tapestry (TPR) 0.5 $73M 630k 115.04
Raymond James Financial (RJF) 0.5 $72M 452k 158.02
Vita Coco Co Inc/the (COCO) 0.5 $71M 1.2M 57.26
Datadog Inc Cl A (DDOG) 0.4 $69M 253k 273.85
Lumentum Hldgs (LITE) 0.4 $69M 71k 971.26
Crane Company (CR) 0.4 $67M 330k 204.02
Cargurus (CARG) 0.4 $66M 2.1M 31.16
John Bean Technologies Corporation (JBTM) 0.4 $63M 598k 105.59
Bel Fuse (BELFB) 0.4 $63M 259k 244.12
HEICO Corporation (HEI) 0.4 $62M 205k 303.18
Axon Enterprise (AXON) 0.4 $57M 135k 422.52
Casey's General Stores (CASY) 0.4 $57M 94k 608.46
Crane Holdings (CXT) 0.4 $56M 1.2M 47.10
Materion Corporation (MTRN) 0.3 $52M 192k 269.59
Toast (TOST) 0.3 $51M 1.8M 28.99
Fastenal Company (FAST) 0.3 $51M 1.0M 49.53
Dell Technologies (DELL) 0.3 $49M 91k 537.95
Ross Stores (ROST) 0.3 $48M 207k 233.40
Encompass Health Corp (EHC) 0.3 $48M 396k 121.49
UMB Financial Corporation (UMBF) 0.3 $48M 365k 130.01
Power Integrations (POWI) 0.3 $47M 914k 51.80
Twilio Inc cl a (TWLO) 0.3 $47M 160k 292.46
Qnity Electronics (Q) 0.3 $44M 353k 125.74
Api Group Corp (APG) 0.3 $43M 1.1M 38.60
Ventas (VTR) 0.3 $43M 502k 85.02
Teradyne (TER) 0.3 $43M 106k 400.91
JPMorgan Chase & Co. (JPM) 0.3 $42M 128k 330.83
Myr (MYRG) 0.3 $42M 143k 292.46
Flowserve Corporation (FLS) 0.3 $42M 571k 73.12
Advanced Energy Industries (AEIS) 0.3 $42M 148k 281.82
Valmont Industries (VMI) 0.3 $41M 89k 462.98
Roku (ROKU) 0.3 $40M 261k 152.28
Rambus (RMBS) 0.2 $38M 357k 106.76
Medpace Hldgs (MEDP) 0.2 $38M 61k 624.18
Expedia (EXPE) 0.2 $37M 140k 263.36
Steris Plc Ord equities (STE) 0.2 $37M 175k 210.01
Cintas Corporation (CTAS) 0.2 $35M 179k 195.06
Analog Devices (ADI) 0.2 $35M 87k 396.71
Karman Hldgs (KRMN) 0.2 $35M 1.1M 32.42
Bj's Wholesale Club Holdings (BJ) 0.2 $34M 366k 92.00
Sterling Construction Company (STRL) 0.2 $33M 67k 491.78
Entegris (ENTG) 0.2 $33M 213k 154.06
Williams-Sonoma (WSM) 0.2 $33M 144k 227.94
Caterpillar (CAT) 0.2 $32M 40k 810.80
Samsara (IOT) 0.2 $32M 845k 38.13
Carpenter Technology Corporation (CRS) 0.2 $32M 82k 388.82
Royalty Pharma (RPRX) 0.2 $31M 527k 58.36
Amneal Pharmaceuticals (AMRX) 0.2 $31M 1.5M 20.14
Terreno Realty Corporation (TRNO) 0.2 $31M 474k 64.55
Affirm Hldgs (AFRM) 0.2 $30M 439k 69.23
Elf Beauty (ELF) 0.2 $30M 300k 100.97
Congress Large Cap Growth Fund (CMLIX) 0.2 $29M 557k 52.77
TKO Group Holdings (TKO) 0.2 $29M 161k 179.72
Lincoln Electric Holdings (LECO) 0.2 $28M 105k 264.58
Globus Med Inc cl a (GMED) 0.2 $27M 361k 74.90
Alphabet Inc Class C cs (GOOG) 0.2 $26M 76k 340.74
Rio Tinto Finance (Principal) 0.2 $26M 26M 0.98
Credo Technology Group Holding (CRDO) 0.2 $25M 129k 194.79
Iqvia Holdings (IQV) 0.2 $25M 91k 268.85
Madison Sqr Gardn Enrtmt Cl A Ord (MSGE) 0.2 $24M 303k 80.11
Range Resources (RRC) 0.2 $24M 652k 37.04
Cisco Systems (CSCO) 0.2 $24M 224k 107.63
Virtu Financial Inc Class A (VIRT) 0.2 $24M 434k 55.16
Solaris Oilfield Infrstr (SEI) 0.2 $24M 335k 71.18
MasterCard Incorporated (MA) 0.2 $24M 43k 551.46
Cognex Corporation (CGNX) 0.2 $24M 390k 60.65
Amgen (AMGN) 0.2 $24M 56k 421.51
Dutch Bros (BROS) 0.2 $23M 608k 38.56
O'reilly Automotive (ORLY) 0.2 $23M 271k 85.41
Okta Inc cl a (OKTA) 0.1 $23M 108k 209.11
Acm Research (ACMR) 0.1 $22M 277k 80.92
Transmedics Group (TMDX) 0.1 $21M 253k 83.45
Sitime Corp (SITM) 0.1 $21M 32k 652.03
Cava Group Ord (CAVA) 0.1 $21M 378k 54.10
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $20M 234k 85.65
Digitalocean Hldgs (DOCN) 0.1 $20M 148k 133.39
Hawkins (HWKN) 0.1 $20M 156k 126.00
Black Hills Corporation (BKH) 0.1 $19M 267k 70.08
Home Depot (HD) 0.1 $19M 66k 284.49
M/I Homes (MHO) 0.1 $19M 138k 135.13
ExlService Holdings (EXLS) 0.1 $19M 538k 34.38
Floor & Decor Hldgs Inc cl a (FND) 0.1 $18M 402k 45.81
Krystal Biotech (KRYS) 0.1 $18M 54k 332.56
Linde (LIN) 0.1 $18M 38k 474.65
Te Connectivity (TEL) 0.1 $18M 85k 211.08
Chevron Corporation (CVX) 0.1 $18M 88k 204.21
Independence Realty Trust In (IRT) 0.1 $18M 1.2M 14.53
Avery Dennison Corporation (AVY) 0.1 $18M 103k 170.67
Bank of New York Mellon Corporation (BNY) 0.1 $18M 121k 144.63
Neurocrine Biosciences (NBIX) 0.1 $17M 121k 141.84
Stryker Corporation (SYK) 0.1 $17M 62k 275.39
Lam Research (LRCX) 0.1 $17M 51k 328.51
Huron Consulting (HURN) 0.1 $17M 107k 156.83
Ban (TBBK) 0.1 $17M 348k 48.16
Martin Marietta Materials (MLM) 0.1 $17M 35k 479.81
Wintrust Financial Corporation (WTFC) 0.1 $17M 117k 141.82
Cdw (CDW) 0.1 $17M 129k 128.16
Nextera Energy (NEE) 0.1 $16M 217k 75.74
Booking Holdings (BKNG) 0.1 $16M 100k 162.91
Exxon Mobil Corp 0.1 $16M 98k 162.75
Nomad Foods (NOMD) 0.1 $16M 1.5M 10.33
Highwoods Properties (HIW) 0.1 $16M 540k 29.02
Cme (CME) 0.1 $16M 60k 261.98
Getty Realty (GTY) 0.1 $16M 550k 28.24
Comfort Systems USA (FIX) 0.1 $16M 9.4k 1654.02
Marriott International (MAR) 0.1 $16M 44k 355.67
Garmin (GRMN) 0.1 $15M 52k 286.84
KLA-Tencor Corporation (KLAC) 0.1 $15M 77k 194.93
Otter Tail Corporation (OTTR) 0.1 $15M 166k 88.04
Hanover Insurance (THG) 0.1 $15M 68k 214.12
Wal-Mart Stores (WMT) 0.1 $14M 138k 103.92
Relay Therapeutics (RLAY) 0.1 $14M 780k 18.05
Keysight Technologies (KEYS) 0.1 $14M 38k 364.04
Telephone And Data Systems (TDS) 0.1 $14M 411k 33.92
Cal-Maine Foods (CALM) 0.1 $14M 203k 68.06
Patrick Industries (PATK) 0.1 $14M 202k 67.78
Sherwin-Williams Company (SHW) 0.1 $14M 42k 323.27
Intuitive Surgical (ISRG) 0.1 $14M 33k 406.63
EOG Resources (EOG) 0.1 $13M 97k 137.76
Bank of Hawaii Corporation (BOH) 0.1 $13M 194k 68.92
Dht Holdings (DHT) 0.1 $13M 588k 22.57
Netflix (NFLX) 0.1 $13M 189k 69.58
Bankunited (BKU) 0.1 $13M 306k 42.20
Badger Meter (BMI) 0.1 $13M 103k 123.54
Winmark Corporation (WINA) 0.1 $13M 42k 300.19
Monster Beverage Corp (MNST) 0.1 $12M 296k 41.62
Cadence Design Systems (CDNS) 0.1 $12M 37k 330.19
Klaviyo Srs A Ord (KVYO) 0.1 $12M 775k 15.73
Snowflake Inc Cl A (SNOW) 0.1 $12M 36k 339.56
F.N.B. Corporation (FNB) 0.1 $12M 699k 17.21
Tango Therapeutics (TNGX) 0.1 $12M 479k 24.95
Cnx Resources Corporation (CNX) 0.1 $12M 382k 31.17
Amalgamated Financial Corp (AMAL) 0.1 $12M 250k 47.57
Vistra Energy (VST) 0.1 $12M 86k 138.35
Motorola Solutions (MSI) 0.1 $12M 27k 445.97
Wealthfront Corp (WLTH) 0.1 $12M 1.1M 10.38
Avista Corporation (AVA) 0.1 $12M 331k 35.09
DXP Enterprises (DXPE) 0.1 $12M 64k 181.21
CNO Financial (CNO) 0.1 $11M 216k 52.91
Cameco Corporation (CCJ) 0.1 $11M 129k 86.67
Century Aluminum Company (CENX) 0.1 $11M 311k 35.98
Hamilton Lane Inc Common (HLNE) 0.1 $11M 129k 86.86
International Business Machines (IBM) 0.1 $11M 51k 219.93
Apple Hospitality Reit (APLE) 0.1 $11M 674k 16.16
Napco Security Systems (NSSC) 0.1 $11M 304k 35.62
RPC (RES) 0.1 $11M 1.9M 5.63
Stag Industrial (STAG) 0.1 $11M 297k 35.81
Accenture (ACN) 0.1 $11M 58k 183.37
Helios Technologies (HLIO) 0.1 $10M 152k 67.92
McDonald's Corporation (MCD) 0.1 $10M 44k 230.94
Talos Energy (TALO) 0.1 $10M 620k 16.33
Washington Federal (WAFD) 0.1 $10M 338k 29.93
Old Second Ban (OSBC) 0.1 $10M 411k 24.49
Johnson & Johnson (JNJ) 0.1 $9.9M 38k 264.74
Bank Ozk (OZK) 0.1 $9.7M 212k 45.96
Powell Industries (POWL) 0.1 $9.5M 51k 184.47
Blue Bird Corp (BLBD) 0.1 $9.1M 164k 55.50
USD.001 Central Pacific Financial (CPF) 0.1 $9.0M 252k 35.89
EQT Corporation (EQT) 0.1 $8.9M 183k 48.56
Texas Capital Bancshares (TCBI) 0.1 $8.7M 94k 93.02
Marqeta 0.1 $8.3M 490k 17.00
Group 1 Automotive (GPI) 0.1 $8.3M 34k 240.44
Portland General Electric Company (POR) 0.1 $8.0M 179k 44.63
Gulfport Energy Corp (GPOR) 0.1 $8.0M 53k 150.48
Acadia Healthcare (ACHC) 0.1 $7.9M 287k 27.50
Fortinet (FTNT) 0.1 $7.8M 43k 178.76
Spdr Series Trust aerospace def (XAR) 0.0 $7.6M 33k 231.25
Prestige Brands Holdings (PBH) 0.0 $7.5M 164k 45.87
iShares Russell 1000 Growth Index (IWF) 0.0 $7.4M 59k 125.26
Rayonier (RYN) 0.0 $7.4M 403k 18.36
Matador Resources (MTDR) 0.0 $7.4M 143k 51.58
Alkami Technology (ALKT) 0.0 $7.0M 511k 13.69
Flexsteel Industries (FLXS) 0.0 $6.8M 81k 84.65
iShares Russell Midcap Growth Idx. (IWP) 0.0 $6.8M 49k 137.68
Alpha & Omega Semiconductor (AOSL) 0.0 $6.8M 247k 27.50
Spire (SR) 0.0 $6.7M 88k 76.09
Lumen Technologies (LUMN) 0.0 $6.7M 1.2M 5.60
Lci Industries (LCII) 0.0 $6.6M 79k 83.67
Cleanspark (CLSK) 0.0 $6.6M 509k 12.88
Fidelity Con Discret Etf (FDIS) 0.0 $6.4M 68k 94.71
Crispr Therapeutics (CRSP) 0.0 $6.2M 111k 55.32
Federated Investors (FHI) 0.0 $5.8M 103k 56.37
Ideaya Biosciences (IDYA) 0.0 $5.7M 148k 38.42
CVR Energy (CVI) 0.0 $5.6M 111k 50.99
Fair Isaac Corporation (FICO) 0.0 $5.6M 9.5k 592.47
Commercial Metals Company (CMC) 0.0 $5.6M 90k 62.10
Consumer Discretionary SPDR (XLY) 0.0 $5.5M 51k 108.84
Alphatec Holdings (ATEC) 0.0 $5.5M 532k 10.32
Knife River Corp (KNF) 0.0 $5.4M 106k 50.42
Profesionally Managed Portfo (CSMD) 0.0 $4.9M 145k 33.87
Berkshire Hills Ban (BBT) 0.0 $4.9M 174k 27.99
SM Energy (SM) 0.0 $4.7M 138k 33.78
Ishares Tr rusel 2500 etf (SMMD) 0.0 $4.3M 50k 85.52
Korn/Ferry International (KFY) 0.0 $4.2M 59k 71.59
C4 Therapeutics (CCCC) 0.0 $4.2M 1.3M 3.33
T. Rowe Price (TROW) 0.0 $3.9M 38k 104.05
Select Sector Spdr Tr Communic etfeqty (XLC) 0.0 $3.7M 34k 110.97
Vanguard Emerging Markets ETF (VWO) 0.0 $3.7M 62k 59.31
Brandywine Realty Trust (BDN) 0.0 $3.4M 1.2M 2.80
Baker Hughes A Ge Company (BKR) 0.0 $3.3M 61k 54.90
Ida (IDA) 0.0 $3.3M 25k 130.73
Abbvie (ABBV) 0.0 $3.2M 12k 261.59
Ametek (AME) 0.0 $3.1M 13k 247.73
Thermo Fisher Scientific (TMO) 0.0 $3.0M 4.5k 675.00
Procter & Gamble Company (PG) 0.0 $2.9M 20k 145.28
Alerian Mlp Etf etf (AMLP) 0.0 $2.9M 55k 51.87
Equinix (EQIX) 0.0 $2.8M 2.8k 1011.67
Profesionally Managed Portfo (CAML) 0.0 $2.7M 67k 40.59
iShares MSCI EAFE Index Fund (EFA) 0.0 $2.7M 26k 103.89
United Rentals (URI) 0.0 $2.7M 2.7k 1000.78
Merck & Co (MRK) 0.0 $2.6M 18k 145.31
Moonlake Immunot (MLTX) 0.0 $2.6M 224k 11.70
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.0 $2.5M 91k 27.81
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $2.5M 86k 29.50
Meritage Homes Corporation (MTH) 0.0 $2.4M 38k 62.85
Danaher Corporation (DHR) 0.0 $2.4M 11k 221.55
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $2.4M 3.9k 609.00
Vanguard Growth ETF (VUG) 0.0 $2.3M 26k 90.11
Acva (ACVA) 0.0 $2.2M 213k 10.43
General Electric (GE) 0.0 $2.2M 7.0k 312.29
Canadian Pacific Kansas City (CP) 0.0 $2.2M 26k 85.10
Servicenow (NOW) 0.0 $2.2M 16k 134.01
Synopsys (SNPS) 0.0 $2.1M 4.9k 434.94
American Tower Reit (AMT) 0.0 $2.1M 13k 163.69
Marsh & McLennan Companies (MRSH) 0.0 $2.1M 12k 170.73
Invesco Actively Managd Etf optimum yield (PDBC) 0.0 $1.8M 93k 19.30
Deere & Company (DE) 0.0 $1.7M 2.6k 671.43
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.0 $1.7M 14k 116.43
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.0 $1.6M 10k 155.25
iShares Dow Jones US Home Const. (ITB) 0.0 $1.6M 18k 87.02
Litman Gregory Fds Tr (DBMF) 0.0 $1.6M 48k 32.53
Penumbra (PEN) 0.0 $1.6M 4.9k 318.34
Congress Mid Cap Growth Fund I (IMIDX) 0.0 $1.6M 75k 20.73
Spdr S&p 500 Etf (SPY) 0.0 $1.5M 2.0k 762.72
Janux Therapeutics (JANX) 0.0 $1.5M 84k 17.28
Vanguard Industrials ETF (VIS) 0.0 $1.4M 4.4k 320.51
Global X Fds us infr dev (PAVE) 0.0 $1.4M 26k 52.50
iShares NASDAQ Biotechnology Index (IBB) 0.0 $1.3M 6.2k 210.53
Air Products & Chemicals (APD) 0.0 $1.3M 4.6k 278.23
iShares S&P NA Tec. Semi. Idx (SOXX) 0.0 $1.2M 2.1k 568.64
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $1.2M 5.0k 241.31
Vanguard S&p 500 Etf idx (VOO) 0.0 $1.2M 1.7k 700.86
Congress Small Cap Growth Fund (CSMCX) 0.0 $1.2M 21k 54.62
Vanguard Materials ETF (VAW) 0.0 $1.2M 5.3k 218.17
UnitedHealth (UNH) 0.0 $1.2M 3.2k 367.08
iShares Russell 2000 Growth Index (IWO) 0.0 $1.1M 3.0k 356.90
Autodesk (ADSK) 0.0 $1.1M 5.2k 209.00
Viking Holdings (VIK) 0.0 $1.0M 13k 78.33
Modine Manufacturing (MOD) 0.0 $1.0M 5.5k 187.20
Palo Alto Networks (PANW) 0.0 $979k 2.5k 397.28
Darden Restaurants (DRI) 0.0 $963k 5.0k 193.26
Evolent Health (EVH) 0.0 $960k 275k 3.49
Marvell Technology (MRVL) 0.0 $944k 3.6k 264.21
Coca-Cola Company (KO) 0.0 $936k 11k 86.08
iShares S&P 500 Index (IVV) 0.0 $934k 1.2k 765.85
General Dynamics Corporation (GD) 0.0 $851k 2.6k 331.80
NOVA MEASURING Instruments L (NVMI) 0.0 $844k 2.2k 385.20
Progressive Corporation (PGR) 0.0 $836k 4.0k 207.31
Automatic Data Processing (ADP) 0.0 $801k 3.1k 258.06
Morgan Stanley (MS) 0.0 $794k 4.2k 188.09
Philip Morris International (PM) 0.0 $744k 3.9k 190.82
iShares Russell 2000 Index (IWM) 0.0 $736k 2.7k 277.89
Nxp Semiconductors N V (NXPI) 0.0 $697k 2.9k 237.53
Congress Large Cap Growth Fund (CAMLX) 0.0 $687k 13k 52.09
Generac Holdings (GNRC) 0.0 $660k 3.2k 206.95
Berkshire Hathaway (BRK.B) 0.0 $622k 1.3k 497.95
Teledyne Technologies Incorporated (TDY) 0.0 $605k 997.00 606.81
Robinhood Mkts (HOOD) 0.0 $585k 5.2k 112.50
FTI Consulting (FCN) 0.0 $575k 4.3k 134.51
SPDR S&P MidCap 400 ETF (MDY) 0.0 $573k 873.00 656.71
Adobe Systems Incorporated (ADBE) 0.0 $563k 2.3k 239.94
Zoetis Inc Cl A (ZTS) 0.0 $527k 7.6k 69.83
S&p Global (SPGI) 0.0 $510k 1.3k 394.37
iShares S&P MidCap 400 Growth (IJK) 0.0 $479k 4.4k 109.61
MercadoLibre (MELI) 0.0 $475k 275.00 1728.53
Coherent Corp (COHR) 0.0 $473k 1.6k 287.81
Southern Company (SO) 0.0 $449k 5.4k 82.89
Fabrinet (FN) 0.0 $434k 1.0k 424.27
Church & Dwight (CHD) 0.0 $431k 4.6k 94.23
Illinois Tool Works (ITW) 0.0 $417k 1.6k 257.28
Pure Storage Inc - Class A (P) 0.0 $415k 3.2k 130.78
Boston Scientific Corporation (BSX) 0.0 $412k 9.4k 43.65
iShares FTSE/Xinhua China 25 Index (FXI) 0.0 $405k 12k 34.02
Invesco Qqq Trust Series 1 (QQQ) 0.0 $386k 522.00 739.47
Union Pacific Corporation (UNP) 0.0 $368k 1.4k 272.12
Allstate Corporation (ALL) 0.0 $364k 1.6k 221.86
iShares Dow Jones US Healthcare (IYH) 0.0 $363k 5.1k 71.56
Colgate-Palmolive Company (CL) 0.0 $360k 4.2k 85.32
Onto Innovation (ONTO) 0.0 $356k 1.2k 307.82
iShares Russell 2000 Value Index (IWN) 0.0 $356k 1.7k 209.45
Us Foods Hldg Corp call (USFD) 0.0 $337k 3.7k 92.21
Navan Inc Cl A (NAVN) 0.0 $336k 16k 20.99
Jpm Hdgd Eq Sel mutual fund (JHEQX) 0.0 $327k 9.2k 35.38
iShares S&P SmallCap 600 Growth (IJT) 0.0 $311k 1.9k 160.33
Freeport-McMoRan Copper & Gold (FCX) 0.0 $309k 4.4k 70.00
Deckers Outdoor Corporation (DECK) 0.0 $298k 3.8k 78.14
ResMed (RMD) 0.0 $298k 1.3k 221.10
Uber Technologies (UBER) 0.0 $294k 4.3k 68.51
Oracle Corporation (ORCL) 0.0 $293k 2.1k 137.30
Broadridge Financial Solutions (BR) 0.0 $271k 1.7k 161.10
iShares Dow Jones US Medical Dev. (IHI) 0.0 $264k 264k 1.00
Southern Copper Corporation (SCCO) 0.0 $263k 1.3k 202.64
Northrop Grumman Corporation (NOC) 0.0 $256k 529.00 483.16
Texas Roadhouse (TXRH) 0.0 $255k 1.6k 156.34
Interface (TILE) 0.0 $253k 7.4k 34.40
Intercontinental Exchange (ICE) 0.0 $248k 1.6k 152.03
Vanguard Consumer Staples ETF (VDC) 0.0 $229k 1.0k 218.21
Churchill Downs (CHDN) 0.0 $227k 3.0k 75.68
Lowe's Companies (LOW) 0.0 $223k 1.2k 184.29
Arthur J. Gallagher & Co. (AJG) 0.0 $221k 969.00 228.11
Roper Industries (ROP) 0.0 $216k 617.00 349.41
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $214k 409.00 522.81
Mettler-Toledo International (MTD) 0.0 $213k 141.00 1510.95
Abbott Laboratories (ABT) 0.0 $208k 2.1k 98.84
Fidelity msci indl indx (FIDU) 0.0 $208k 2.3k 88.58
SPDR S&P Homebuilders (XHB) 0.0 $104k 104k 1.00
Alps Etf Tr alerian energy (ENFR) 0.0 $93k 93k 1.00
Invesco Exchng Traded Fd Tr Ii (PSCT) 0.0 $69k 69k 1.00
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.0 $64k 64k 1.00
iShares Dow Jones US Pharm Indx (IHE) 0.0 $56k 56k 1.00
Invesco S&p Smallcap Health Etf (PSCH) 0.0 $46k 46k 1.00
iShares S&P Conservative Allocatn Fd ETF (AOK) 0.0 $42k 42k 1.00
Ishares (SLVP) 0.0 $39k 39k 1.00
SPDR S&P Semiconductor (XSD) 0.0 $25k 25k 1.00
Invesco Exchng Traded Fd Tr s&p smlcp indl (PSCI) 0.0 $23k 23k 1.00
Vanguard Small-Cap Growth ETF (VBK) 0.0 $21k 21k 1.00
Spdr Series Trust (XSW) 0.0 $20k 20k 1.00
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.0 $14k 14k 1.00
Oroco Resource Corp (ORRCF) 0.0 $7.0k 22k 0.32
ARCELLX INC CVR from 03940C100 0.0 $0 48k 0.00