Investor
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378 · filed 2026-04-14 · SEC filing
13F book
$14B
Positions
417
60 new · 24 sold
Largest name
3.1%
Nvidia Corp · NVDA
Est. mark
−$364.9M
Price effect on 357 names still held. Flow $110.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 2.51M | $437.7M | 3.1% | −$30.4M | Cut−$35.4M |
| Apple Inc. | AAPL | 1.63M | $414.1M | 3.0% | −$29.5M | Cut−$32.8M |
| Alphabet Inc | — | 1.05M | $303.2M | 2.2% | −$26.8M | Cut−$30.6M |
| Microsoft Corp | MSFT | 638.1K | $236.2M | 1.7% | −$72.4M | Cut−$74.8M |
| Broadcom Inc. | AVGO | 757.7K | $234.5M | 1.7% | −$26.8M | Added−$18.6M |
| Costco Whsl Corp New | — | 216K | $215.3M | 1.5% | $29M | Cut$27.7M |
| Arista Networks, Inc. | ANET | 1.73M | $212.8M | 1.5% | −$14.3M | Cut−$17.6M |
| Sterling Infrastructure, Inc. | STRL | 497.1K | $202.5M | 1.5% | $47.4M | Added$58.8M |
| Tjx Cos Inc New | — | 1.2M | $192.3M | 1.4% | $7.33M | Cut$4.41M |
| Amazon Com Inc | AMZN | 903.1K | $188.1M | 1.3% | −$20.4M | Cut−$21.3M |
| Howmet Aerospace Inc. | HWM | 796.4K | $183.5M | 1.3% | $20.3M | Cut$18.3M |
| Eaton Corp Plc | ETN | 503.7K | $180.2M | 1.3% | $19.7M | Cut$18.3M |
| Meta Platforms, Inc. | META | 303.9K | $173.9M | 1.2% | −$26.7M | Cut−$27.8M |
| GE Vernova Inc. | GEV | 198.8K | $173.6M | 1.2% | $42M | Added$48.3M |
| Visa Inc. | V | 562.1K | $169.9M | 1.2% | −$27.2M | Cut−$29.2M |
| Goldman Sachs Group Inc | — | 189.4K | $160.2M | 1.1% | −$6.25M | Cut−$65.1M |
| Curtiss Wright Corp | CW | 227.8K | $155.2M | 1.1% | $29.6M | Cut$6.4M |
| Welltower Inc. | WELL | 750.2K | $148.3M | 1.1% | $9.08M | Cut$8.5M |
| TKO Group Holdings, Inc. | TKO | 727.8K | $146.8M | 1.1% | −$4.02M | Added$32.5M |
| Intuitive Surgical Inc | ISRG | 312.4K | $144M | 1.0% | −$32.9M | Cut−$34.1M |
| Parker-Hannifin Corp | PH | 159.2K | $142.5M | 1.0% | $2.59M | Cut−$21.3M |
| Modine Mfg Co | — | 650.7K | $141M | 1.0% | $47.3M | Added$65.1M |
| Oreilly Automotive Inc | — | 1.52M | $140.7M | 1.0% | $1.68M | Cut$541.1K |
| Martin Marietta Matls Inc | — | 238K | $140.1M | 1.0% | −$8.09M | Cut−$9.12M |
| Nvent Electric Plc | NVT | 1.12M | $132.7M | 1.0% | $18.3M | Cut$14.7M |
| Williams Cos Inc | — | 1.82M | $132.5M | 0.9% | $23.1M | Cut$21.5M |
| Ecolab Inc. | ECL | 474.4K | $126.2M | 0.9% | $1.66M | Cut−$385.6K |
| Amphenol Corp New | — | 967.3K | $122.2M | 0.9% | −$8.46M | Added−$7.86M |
| Moog Inc | — | 402.6K | $117.8M | 0.8% | $18M | Added$28.6M |
| Primoris Svcs Corp | — | 818.1K | $117M | 0.8% | $15.4M | Added$15.8M |
| InterDigital, Inc. | IDCC | 386K | $116.6M | 0.8% | −$5.75M | Added$4.76M |
| Rambus Inc Del | — | 1.28M | $109.8M | 0.8% | −$7.48M | Cut−$19.8M |
| Asml Holding N V | — | 82.6K | $109.1M | 0.8% | $3.25M | Added$95.3M |
| Novanta Inc | — | 909.7K | $107.4M | 0.8% | −$538.5K | Added$34.6M |
| Hilton Worldwide Hldgs Inc | — | 352.6K | $107.2M | 0.8% | — | New |
| Boot Barn Hldgs Inc | — | 717.6K | $105M | 0.8% | −$18.7M | Added−$4.81M |
| Penumbra Inc | PEN | 317.3K | $104.2M | 0.7% | $5.54M | Cut−$14.7M |
| Nova Ltd. | NVMI | 239.7K | $104.1M | 0.7% | $25.4M | Cut$8.45M |
| Boston Scientific Corp | BSX | 1.63M | $102.3M | 0.7% | −$53.1M | Cut−$55.1M |
| Ufp Technologies Inc | UFPT | 523.4K | $101.3M | 0.7% | −$12.5M | Added$3.4M |
| Ligand Pharmaceuticals Inc | — | 504.6K | $100.8M | 0.7% | $5.08M | Added$9.99M |
| Uber Technologies, Inc | UBER | 1.4M | $100.5M | 0.7% | −$13.7M | Cut−$16.9M |
| Enpro Inc. | NPO | 398.4K | $99.9M | 0.7% | $13.7M | Added$19.3M |
| Thermo Fisher Scientific Inc. | TMO | 200.3K | $98.4M | 0.7% | −$17.6M | Cut−$22.6M |
| Eli Lilly & Co | LLY | 104.1K | $95.8M | 0.7% | −$2.14M | Added$80.9M |
| Alnylam Pharmaceuticals, Inc. | ALNY | 285.7K | $94.5M | 0.7% | −$18M | Added−$12.5M |
| Repligen Corp | RGEN | 797.9K | $94M | 0.7% | −$34.4M | Added−$28.3M |
| Shopify Inc. | SHOP | 792K | $93.9M | 0.7% | −$33.5M | Cut−$35.2M |
| Idexx Labs Inc | — | 166.7K | $93.7M | 0.7% | −$17.6M | Added−$10.5M |
| Quanta Svcs Inc | — | 170.2K | $93.4M | 0.7% | $21.6M | Cut$18.4M |
| Moodys Corp | — | 213.3K | $93.1M | 0.7% | −$15.9M | Cut−$18.2M |
| Monolithic Pwr Sys Inc | — | 83.3K | $91.1M | 0.7% | $15.6M | Cut$8.93M |
| Lemaitre Vascular Inc | LMAT | 834.5K | $91.1M | 0.7% | $20.6M | Added$31.7M |
| Brinker Intl Inc | — | 615.7K | $87.9M | 0.6% | −$420.8K | Added$7.39M |
| Caseys Gen Stores Inc | — | 118.7K | $86.4M | 0.6% | $20.8M | Cut$14.7M |
| Ameris Bancorp | ABCB | 1.1M | $85.5M | 0.6% | $3.71M | Added$11.4M |
| ServiceNow, Inc. | NOW | 815.9K | $85.3M | 0.6% | −$39.7M | Cut−$44.5M |
| PJT Partners Inc. | PJT | 604.4K | $84.4M | 0.6% | −$16M | Added−$13.2M |
| Kirby Corp | KEX | 625.5K | $83.1M | 0.6% | $12M | Added$24.7M |
| Halozyme Therapeutics, Inc. | HALO | 1.28M | $82.8M | 0.6% | −$3.42M | Cut−$4.87M |
| EMCOR Group, Inc. | EME | 110.2K | $81.4M | 0.6% | $13.9M | Cut−$15.5M |
| Livanova Plc | LIVN | 1.27M | $81M | 0.6% | — | New |
| Calix, Inc | CALX | 1.64M | $80.6M | 0.6% | −$5.7M | Added$3.94M |
| Tapestry, Inc. | TPR | 568.6K | $80.2M | 0.6% | $7.58M | Cut$2.25M |
| Atlantic Un Bankshares Corp | — | 2.24M | $80.1M | 0.6% | $864.6K | Added$10.8M |
| Ollies Bargain Outlet Hldgs | — | 868.2K | $79.9M | 0.6% | −$15.3M | Cut−$16.5M |
| Universal Technical Inst Inc | — | 2.15M | $77.7M | 0.6% | $16.9M | Added$33.5M |
| Champion Homes, Inc. | SKY | 1.04M | $77.4M | 0.6% | −$9.62M | Added−$2.83M |
| Comfort Sys Usa Inc | — | 55.2K | $76.1M | 0.5% | $24.6M | Cut−$735.8K |
| Balchem Corp | BCPC | 445.8K | $75.6M | 0.5% | $6.11M | Added$17.5M |
| Aci Worldwide, Inc. | ACIW | 1.83M | $75.2M | 0.5% | −$9.46M | Added$8.69M |
| MongoDB, Inc. | MDB | 301.9K | $73.9M | 0.5% | −$17.6M | Added$31.6M |
| Sensient Technologies Corp | SXT | 849K | $73.4M | 0.5% | −$5.52M | Added$4.37M |
| Tg Therapeutics, Inc. | TGTX | 2.17M | $72M | 0.5% | $6.56M | Added$14.7M |
| CarGurus, Inc. | CARG | 2.11M | $71.9M | 0.5% | −$8.42M | Added−$3.23M |
| Aerovironment Inc | AVAV | 392.5K | $71.8M | 0.5% | −$18.3M | Added−$3.18M |
| JBT MAREL Corp | JBTM | 557.4K | $71.3M | 0.5% | −$11.2M | Added−$3.03M |
| Merit Med Sys Inc | — | 1.03M | $70.9M | 0.5% | −$16.5M | Added−$4.65M |
| Palantir Technologies Inc. | PLTR | 484.7K | $70.9M | 0.5% | −$11.4M | Added$6.52M |
| Federal Signal Corp | — | 642.4K | $69.5M | 0.5% | −$248.2K | Added$9.57M |
| Raymond James Finl Inc | — | 471.4K | $68.3M | 0.5% | −$7.45M | Cut−$14.3M |
| Crane Company | — | 392.1K | $67.1M | 0.5% | −$5.27M | Cut−$11.1M |
| Advanced Energy Inds | — | 207.4K | $66.9M | 0.5% | $23.5M | Cut$19.4M |
| Dynatrace, Inc. | DT | 1.81M | $66.9M | 0.5% | −$11.5M | Cut−$46.5M |
| Csw Industrials, Inc. | CSW | 252.3K | $65.8M | 0.5% | −$7.3M | Added$754.7K |
| Interactive Brokers Group In | — | 971.5K | $65.2M | 0.5% | $285.9K | Added$58.5M |
| Viking Holdings Ltd | VIK | 847.3K | $62.3M | 0.4% | $1.75M | Cut−$3.45M |
| Commvault Sys Inc | — | 768.6K | $59.9M | 0.4% | −$30.5M | Added−$20.8M |
| Heico Corp New | — | 210.3K | $57.7M | 0.4% | −$10.4M | Cut−$14.6M |
| Imax Corp | IMAX | 1.51M | $57.4M | 0.4% | — | New |
| Karman Hldgs Inc | — | 707.2K | $56.6M | 0.4% | $2.28M | Added$32.4M |
| Cloudflare, Inc. | NET | 273.8K | $56.5M | 0.4% | $2.52M | Cut−$11.3M |
| Crane NXT, Co. | CXT | 1.37M | $55.6M | 0.4% | −$7.89M | Added−$1.64M |
| Yeti Hldgs Inc | — | 1.4M | $51.3M | 0.4% | −$9.8M | Added−$5.84M |
| Fastenal Co | FAST | 1.07M | $49.8M | 0.4% | $6.73M | Cut$2.6M |
| Vericel Corp | VCEL | 1.51M | $48.5M | 0.3% | −$5.79M | Cut−$11.5M |
| Api Group Corp | APG | 1.18M | $47.9M | 0.3% | $2.67M | Cut−$1.79M |
| Jfrog Ltd | FROG | 1.01M | $47.5M | 0.3% | — | New |
| Ross Stores, Inc. | ROST | 219K | $47.4M | 0.3% | $7.99M | Cut$6.11M |
| Ishares Tr | — | 110.3K | $47M | 0.3% | −$3.6M | Added$10.8M |
| Vanguard Index Fds | — | 151.9K | $45.9M | 0.3% | $15.7K | Added$12.1M |
| Encompass Health Corp | EHC | 422.4K | $40.9M | 0.3% | −$3.97M | Cut−$17.3M |
| Tractor Supply Co | — | 889K | $40.3M | 0.3% | −$4.19M | Cut−$16.1M |
| Ishares Tr | — | 311.2K | $39.9M | 0.3% | −$2.74M | Cut−$22.9M |
| Cava Group, Inc. | CAVA | 492.1K | $39.8M | 0.3% | $9.12M | Added$15.7M |
| Qnity Electronics, Inc. | Q | 340.7K | $39.3M | 0.3% | — | New |
| Terreno Rlty Corp | — | 615.8K | $37.8M | 0.3% | $1.54M | Added$4.56M |
| Bjs Whsl Club Hldgs Inc | — | 369.1K | $36.3M | 0.3% | $2.89M | Added$5.34M |
| Valmont Inds Inc | — | 89.9K | $35.9M | 0.3% | −$234.8K | Added$1.58M |
| Credo Technology Group Holdi | — | 357.8K | $33.6M | 0.2% | −$17.9M | Cut−$25.9M |
| Houlihan Lokey, Inc. | HLI | 233K | $33.5M | 0.2% | −$7.12M | Cut−$13M |
| STERIS plc | STE | 150.4K | $33.3M | 0.2% | −$4.59M | Added−$2.67M |
| Carpenter Technology Corp | CRS | 82.9K | $32.7M | 0.2% | — | New |
| Teradyne, Inc | TER | 108.4K | $32.2M | 0.2% | $397.2K | Added$31.4M |
| Cintas Corp | CTAS | 189.8K | $32.1M | 0.2% | −$3.59M | Cut−$6.05M |
| Texas Roadhouse, Inc. | TXRH | 192.6K | $31.8M | 0.2% | −$165.6K | Cut−$1.85M |
| Jpmorgan Chase & Co. | — | 107.6K | $31.7M | 0.2% | −$3.02M | Cut−$3.33M |
| Datadog, Inc. | DDOG | 266.5K | $31.5M | 0.2% | −$4.78M | Cut−$13.4M |
| Caterpillar Inc | CAT | 43.2K | $30.6M | 0.2% | $5.86M | Cut$308.7K |
| Guidewire Software, Inc. | GWRE | 202.9K | $30.3M | 0.2% | −$10.4M | Cut−$27.6M |
| Fair Isaac Corp | FICO | 28.4K | $30.3M | 0.2% | −$17.7M | Cut−$24.3M |
| Range Res Corp | — | 653.2K | $29.5M | 0.2% | $6.09M | Added$7.86M |
| Expedia Group, Inc. | EXPE | 125.9K | $29.1M | 0.2% | — | New |
| Toast, Inc. | TOST | 1.09M | $28.9M | 0.2% | −$6.99M | Added$1.35M |
| Medpace Hldgs Inc | — | 60.2K | $28.9M | 0.2% | −$4.9M | Cut−$5.01M |
| D R Horton Inc | — | 205.9K | $28.3M | 0.2% | −$1.1M | Added$4.97M |
| Myr Group Inc Del | MYRG | 97.3K | $27.5M | 0.2% | $4.78M | Added$11.1M |
| Rubrik, Inc. | RBRK | 545.7K | $26.7M | 0.2% | — | New |
| Prestige Consmr Healthcare I | — | 450.2K | $26.7M | 0.2% | −$820.4K | Added$5.77M |
| Lincoln Elec Hldgs Inc | — | 105.5K | $26.3M | 0.2% | $947.1K | Added$2.24M |
| Analog Devices Inc | ADI | 82.2K | $26.1M | 0.2% | $3.86M | Cut$3.38M |
| Hawkins Inc | HWKN | 165.4K | $25.4M | 0.2% | $1.76M | Added$3.72M |
| Congress Large Cap Growth Fund - Inst. Cl | — | 555.4K | $25.2M | 0.2% | −$2.12M | Cut−$4.57M |
| Entegris Inc | ENTG | 214.5K | $25.1M | 0.2% | $6.6M | Added$8.3M |
| Ptc Inc. | PTC | 172.8K | $24.6M | 0.2% | −$5.19M | Added−$3.87M |
| Home Depot, Inc. | HD | 74.8K | $24.6M | 0.2% | −$1.14M | Cut−$6.85M |
| Azenta, Inc. | AZTA | 1.15M | $24.2M | 0.2% | −$13.9M | Cut−$18.5M |
| Dell Technologies Inc. | DELL | 146.1K | $24M | 0.2% | $5.59M | Cut−$113M |
| Netflix Inc | NFLX | 235.3K | $22.6M | 0.2% | $562.2K | Cut−$106.9M |
| Insulet Corp | PODD | 105.2K | $22.1M | 0.2% | −$7.48M | Added−$6.49M |
| Alphabet Inc | — | 73.4K | $21.1M | 0.2% | −$1.98M | Cut−$2.28M |
| Ies Hldgs Inc | IESC | 43.5K | $20.7M | 0.1% | $3M | Added$7.41M |
| Mirion Technologies, Inc. | MIR | 1.11M | $20.7M | 0.1% | — | New |
| Amgen Inc | AMGN | 58.7K | $20.6M | 0.1% | $1.41M | Added$1.83M |
| Floor & Decor Hldgs Inc | — | 396.3K | $20.1M | 0.1% | −$3.72M | Added−$2.32M |
| Zoetis Inc. | ZTS | 167.3K | $19.8M | 0.1% | −$1.15M | Added$713K |
| Nextera Energy Inc | — | 210.2K | $19.5M | 0.1% | $2.52M | Added$3.48M |
| Cme Group Inc. | CME | 65.3K | $19.3M | 0.1% | $1.45M | Cut$1.08M |
| Virtu Finl Inc | — | 437.4K | $19.2M | 0.1% | $3.53M | Added$8.22M |
| Stryker Corp | SYK | 57.8K | $19M | 0.1% | −$1.32M | Cut−$1.45M |
| Te Connectivity Plc | TEL | 90.2K | $18.9M | 0.1% | −$1.67M | Cut−$2.02M |
| Celsius Hldgs Inc | — | 529.1K | $18.8M | 0.1% | — | New |
| Cisco Sys Inc | — | 239.8K | $18.6M | 0.1% | $134.3K | Cut−$240.7K |
| Linde Plc | LIN | 37K | $18.4M | 0.1% | $2.57M | Cut$2.52M |
| Ishares Tr | — | 239.1K | $18.3M | 0.1% | $337.1K | Cut$255.1K |
| e.l.f. Beauty, Inc. | ELF | 299.7K | $18.2M | 0.1% | −$4.62M | Cut−$10M |
| Walmart Inc. | WMT | 143.6K | $17.8M | 0.1% | $1.58M | Added$4.18M |
| Avery Dennison Corp | AVY | 102.8K | $17.8M | 0.1% | −$898.2K | Added$4.06K |
| Digitalocean Hldgs Inc | — | 203K | $17.4M | 0.1% | $5.12M | Added$10.9M |
| Ametek Inc/ | AME | 80.8K | $17.3M | 0.1% | $687.9K | Added$1.73M |
| Cooper Cos Inc | — | 242.1K | $17.3M | 0.1% | −$2.44M | Added−$1.78M |
| Allstate Corp | — | 82.8K | $17.2M | 0.1% | −$67.1K | Cut−$337.7K |
| Umb Finl Corp | — | 151.4K | $17.1M | 0.1% | −$264.5K | Added$3.54M |
| Patrick Inds Inc | — | 153K | $17M | 0.1% | $350.9K | Added$2.57M |
| Chevron Corp New | CVX | 82K | $17M | 0.1% | $4.3M | Added$4.93M |
| Mastercard Inc | MA | 31.3K | $15.7M | 0.1% | −$2.19M | Added−$1.91M |
| Badger Meter Inc | BMI | 102.1K | $15.6M | 0.1% | −$2.23M | Added−$2.1M |
| ExlService Holdings, Inc. | EXLS | 502.1K | $15.3M | 0.1% | −$5.94M | Added−$5.72M |
| Bancorp Inc Del | — | 283.7K | $15.2M | 0.1% | −$2.98M | Added$644.1K |
| Marriott Intl Inc New | — | 46.5K | $15.2M | 0.1% | $55.2K | Added$14.2M |
| Mcdonalds Corp | MCD | 48.8K | $15.2M | 0.1% | $252.2K | Cut−$25.6K |
| International Business Machs | — | 62.4K | $15.1M | 0.1% | −$2.84M | Added−$502.4K |
| Eog Res Inc | — | 104.5K | $15.1M | 0.1% | $3.94M | Added$4.65M |
| CDW Corp | CDW | 124.4K | $15.1M | 0.1% | −$1.74M | Added−$541.9K |
| Wintrust Finl Corp | — | 107.2K | $14.9M | 0.1% | −$79.9K | Added$2.19M |
| Century Alum Co | — | 253.4K | $14.9M | 0.1% | $4.03M | Added$6.79M |
| Hawaiian Elec Industries | — | 989.3K | $14.7M | 0.1% | $1.97M | Added$5.12M |
| Cameco Corp | CCJ | 132.3K | $14.4M | 0.1% | $1.43M | Added$6.7M |
| Kinsale Cap Group Inc | — | 41.9K | $14.3M | 0.1% | −$1.92M | Added−$895.7K |
| Sherwin Williams Co | SHW | 44.1K | $14.1M | 0.1% | −$152.2K | Added−$40.3K |
| Interface Inc | TILE | 546.7K | $13.6M | 0.1% | −$1.64M | Cut−$59.8M |
| Booking Holdings Inc. | BKNG | 3.22K | $13.6M | 0.1% | −$3.54M | Added−$3M |
| Vistra Corp. | VST | 89.8K | $13.5M | 0.1% | −$392.4K | Added$7.75M |
| Acm Resh Inc | — | 339.9K | $13.4M | 0.1% | −$28.9K | Added$1.95M |
| Garmin Ltd | GRMN | 56.5K | $13.1M | 0.1% | $1.65M | Cut−$36.9M |
| Morningstar, Inc. | MORN | 77.4K | $13.1M | 0.1% | −$3.6M | Added−$3.11M |
| Pure Storage Inc | P | 218.5K | $12.9M | 0.1% | −$1.74M | Cut−$49.2M |
| Broadridge Finl Solutions In | — | 78.4K | $12.7M | 0.1% | −$4.76M | Cut−$4.84M |
| Hamilton Lane Inc | HLNE | 126.8K | $12.6M | 0.1% | −$3.43M | Added−$609.6K |
| Motorola Solutions, Inc. | MSI | 28.3K | $12.3M | 0.1% | $966.1K | Added$4.97M |
| Cnx Res Corp | — | 312K | $12M | 0.1% | $449.1K | Added$2.75M |
| Huron Consulting Group Inc. | HURN | 94K | $12M | 0.1% | −$3.32M | Added−$656.6K |
| Accenture Plc Ireland | — | 59.6K | $11.8M | 0.1% | −$3.92M | Added−$3.22M |
| Telephone & Data Sys Inc | — | 278.3K | $11.7M | 0.1% | $250.9K | Added$2.36M |
| Group 1 Automotive Inc | GPI | 34.7K | $11.5M | 0.1% | −$1.67M | Added$985.7K |
| Price T Rowe Group Inc | TROW | 127.3K | $11.5M | 0.1% | −$1.53M | Added−$1.32M |
| BankUnited, Inc. | BKU | 248.7K | $11.2M | 0.1% | $112.6K | Added$2.72M |
| Dutch Bros Inc. | BROS | 217.1K | $11M | 0.1% | −$2.18M | Added−$1.63M |
| Pool Corp | POOL | 53.2K | $10.8M | 0.1% | −$1.32M | Added−$671.6K |
| Bank Hawaii Corp | — | 142.8K | $10.6M | 0.1% | $680.8K | Added$2.69M |
| Rpc Inc | RES | 1.45M | $10.3M | 0.1% | $2.09M | Added$3.34M |
| Napco Sec Technologies Inc | — | 252.4K | $9.94M | 0.1% | −$419K | Added$2.38M |
| Lam Research Corp | LRCX | 46.3K | $9.89M | 0.1% | $161.5K | Added$9.24M |
| Cadence Design System Inc | — | 35.2K | $9.78M | 0.1% | −$1.14M | Added−$493.9K |
| Sps Comm Inc | — | 174.8K | $9.73M | 0.1% | −$5.65M | Added−$5.32M |
| Hanover Ins Group Inc | — | 54.9K | $9.51M | 0.1% | −$401.6K | Added$1.72M |
| Highwoods Pptys Inc | — | 440K | $9.42M | 0.1% | −$581.6K | Added$6.01M |
| F N B Corp | — | 542.7K | $9.07M | 0.1% | −$177.2K | Added$1.1M |
| Getty Rlty Corp New | — | 278.3K | $8.85M | 0.1% | $939.9K | Added$3.04M |
| Flowserve Corp | FLS | 120K | $8.82M | 0.1% | — | New |
| DHT Holdings, Inc. | DHT | 481.9K | $8.8M | 0.1% | $2.5M | Added$3.76M |
| Stag Indl Inc | STAG | 242.4K | $8.74M | 0.1% | −$146K | Added$1.07M |
| Cal-Maine Foods Inc | CALM | 109.3K | $8.65M | 0.1% | −$35.6K | Added$1.9M |
| Wafd Inc | — | 275.1K | $8.64M | 0.1% | −$138.3K | Added$1.61M |
| Portland Gen Elec Co | — | 161.4K | $8.52M | 0.1% | $581.2K | Added$2.68M |
| Gulfport Energy Corp | GPOR | 39.4K | $8.34M | 0.1% | $114.8K | Added$1.67M |
| Exxon Mobil Corp | — | 47.6K | $8.08M | 0.1% | $2.35M | Cut$2.26M |
| Winmark Corp | WINA | 18.8K | $8.06M | 0.1% | $341.6K | Added$1.94M |
| Monster Beverage Corp New | — | 111.1K | $8.05M | 0.1% | −$427K | Added$274.7K |
| Synopsys Inc | SNPS | 20.3K | $8.04M | 0.1% | −$1.49M | Cut−$114.9M |
| Praxis Precision Medicines I | — | 24.8K | $8M | 0.1% | $681.8K | Cut−$1.21M |
| Okta, Inc. | OKTA | 101.2K | $7.97M | 0.1% | −$761K | Added−$511.1K |
| Lci Inds | — | 64.6K | $7.95M | 0.1% | $90.3K | Added$1.26M |
| Wealthfront Corp | WLTH | 853.7K | $7.9M | 0.1% | — | New |
| Black Hills Corp | — | 111.7K | $7.76M | 0.1% | −$912 | Added$1.46M |
| BWX Technologies, Inc. | BWXT | 37.4K | $7.64M | 0.1% | $1.06M | Added$1.87M |
| Powell Inds Inc | — | 14K | $7.58M | 0.1% | $2.69M | Added$3.72M |
| Blue Bird Corp | BLBD | 130.3K | $7.4M | 0.1% | $1.1M | Added$2.12M |
| Cno Finl Group Inc | — | 176.6K | $7.25M | 0.1% | −$215K | Added$776K |
| Texas Cap Bancshares Inc | — | 76.2K | $7.23M | 0.1% | $253.8K | Added$1.94M |
| M/I Homes, Inc. | MHO | 58.6K | $7.18M | 0.1% | −$260.1K | Added$1.13M |
| Tango Therapeutics, Inc. | TNGX | 341.4K | $7.14M | 0.1% | $2.83M | Added$5.06M |
| Ishares Core 30 70 Con | — | 178.4K | $7.12M | 0.1% | −$32.6K | Added$1.67M |
| Knife River Corp | KNF | 84.2K | $6.87M | 0.0% | $951.1K | Cut−$42.4M |
| Rayonier Inc | RYN | 328.9K | $6.78M | 0.0% | — | New |
| Amalgamated Financial Corp. | AMAL | 173.6K | $6.75M | 0.0% | $1.02M | Added$1.98M |
| Talos Energy Inc. | TALO | 422.1K | $6.65M | 0.0% | $1.71M | Added$2.67M |
| Spire Inc | — | 71.9K | $6.51M | 0.0% | $486.3K | Added$1.38M |
| Apple Hospitality REIT, Inc. | APLE | 549.5K | $6.32M | 0.0% | −$160.8K | Added$720K |
| Relay Therapeutics, Inc. | RLAY | 618.9K | $6.16M | 0.0% | $617.1K | Added$2.65M |
| Firstservice Corp New | — | 43.7K | $6.08M | 0.0% | — | New |
| Acadia Healthcare Company In | — | 236.1K | $5.52M | 0.0% | $1.27M | Added$3.57M |
| Arcellx Inc | — | 47.6K | $5.46M | 0.0% | $1.29M | Added$3.76M |
| Alkami Technology, Inc. | ALKT | 340.7K | $5.34M | 0.0% | −$2.16M | Added−$1.39M |
| Crispr Therapeutics Ag | CRSP | 108.4K | $5.16M | 0.0% | −$308.4K | Added$1.83M |
| Casella Waste Sys Inc | — | 64.9K | $5.15M | 0.0% | — | New |
| Marqeta, Inc. | MQ | 1.26M | $5.14M | 0.0% | −$727K | Added−$12.7K |
| Aar Corp | AIR | 46.7K | $5.11M | 0.0% | — | New |
| Bank Ozk Little Rock Ark | — | 108.6K | $4.98M | 0.0% | −$11.6K | Added$851.7K |
| Asgn Inc | EFOR | 125.3K | $4.85M | 0.0% | −$841K | Added$569K |
| Legence Corp. | LGN | 85.8K | $4.84M | 0.0% | — | New |
| Federated Hermes, Inc. | FHI | 83.8K | $4.75M | 0.0% | $335.5K | Added$986.9K |
| Alphatec Hldgs Inc | — | 435.7K | $4.74M | 0.0% | −$3.8M | Added−$3.12M |
| Matador Res Co | — | 74K | $4.67M | 0.0% | $1.32M | Added$1.97M |
| Artivion, Inc. | AORT | 127.1K | $4.65M | 0.0% | — | New |
| Helios Technologies, Inc. | HLIO | 70.4K | $4.55M | 0.0% | $679.3K | Added$1.31M |
| Commercial Metals Co | CMC | 73.8K | $4.53M | 0.0% | −$492.5K | Added$158.7K |
| Nomad Foods Ltd | NOMD | 421.4K | $4.05M | 0.0% | −$902.2K | Added$157.4K |
| Fortinet, Inc. | FTNT | 48.4K | $3.95M | 0.0% | $111.8K | Cut−$149.9K |
| Plexus Corp | PLXS | 19.3K | $3.9M | 0.0% | $927.5K | Added$1.45M |
| Hecla Mng Co | — | 206.9K | $3.85M | 0.0% | −$115.9K | Cut−$10.4M |
| Baker Hughes Company | — | 62.1K | $3.79M | 0.0% | $963.4K | Cut$853.6K |
| Avista Corp | AVA | 92.2K | $3.7M | 0.0% | $126.3K | Added$656.8K |
| Beacon Financial Corp | BBT | 121.3K | $3.64M | 0.0% | $377.6K | Added$896.6K |
| Acadia Pharmaceuticals Inc | ACAD | 160.8K | $3.58M | 0.0% | — | New |
| Cleanspark Inc | — | 415.2K | $3.53M | 0.0% | −$578.4K | Added−$102.2K |
| Vanguard Intl Equity Index F | — | 64.9K | $3.51M | 0.0% | $18.8K | Cut$13.1K |
| SM Energy Co | SM | 112.3K | $3.5M | 0.0% | $1.23M | Added$1.65M |
| Cardinal Infrastructure Grou | — | 87.4K | $3.46M | 0.0% | — | New |
| Profesionally Managed Portfo | — | 109.3K | $3.36M | 0.0% | −$74.7K | Added$759.7K |
| Moonlake Immunotherapeutics | MLTX | 178.6K | $3.33M | 0.0% | $388.2K | Added$2.39M |
| Alps Etf Tr | — | 60.6K | $3.19M | 0.0% | $340.4K | Cut−$120.1K |
| Stride, Inc. | LRN | 36.1K | $3.19M | 0.0% | — | New |
| Procter And Gamble Co | PG | 21.3K | $3.08M | 0.0% | $24.1K | Cut−$974.5K |
| Cvr Energy Inc | CVI | 90.7K | $3.05M | 0.0% | $638.5K | Added$1.07M |
| Korn Ferry | KFY | 48.2K | $3.03M | 0.0% | −$123.8K | Added$371.4K |
| StepStone Group Inc. | STEP | 62.9K | $3M | 0.0% | — | New |
| Equinix Inc | EQIX | 3.06K | $3M | 0.0% | $654.7K | Cut$653.9K |
| Lumen Technologies, Inc. | LUMN | 424.6K | $2.95M | 0.0% | −$298.6K | Added$121.8K |
| Idacorp Inc | IDA | 20.6K | $2.94M | 0.0% | $288.1K | Added$717.8K |
| Tutor Perini Corp | TPC | 37.8K | $2.91M | 0.0% | — | New |
| Ishares Tr | — | 9.19K | $2.88M | 0.0% | −$84.6K | Cut−$21.7M |
| Planet Fitness, Inc. | PLNT | 38.6K | $2.87M | 0.0% | — | New |
| Vaneck Etf Trust | — | 99.7K | $2.86M | 0.0% | −$64.2K | Added−$58.2K |
| Semtech Corp | SMTC | 37K | $2.84M | 0.0% | — | New |
| Vse Corp | — | 15.3K | $2.83M | 0.0% | — | New |
| Ishares Tr | — | 93K | $2.82M | 0.0% | −$59K | Added−$35.5K |
| Brandywine Rlty Tr | — | 991.9K | $2.69M | 0.0% | −$179.8K | Added$188.4K |
| SiteOne Landscape Supply, Inc. | SITE | 19.5K | $2.6M | 0.0% | — | New |
| United Rentals, Inc. | URI | 3.57K | $2.6M | 0.0% | −$288.2K | Held |
| Ishares Tr | — | 26.1K | $2.53M | 0.0% | $28.7K | Cut−$3.49K |
| Spdr S&P 500 Etf Tr | — | 3.88K | $2.52M | 0.0% | −$116.2K | Added$13.2K |
| Veracyte, Inc. | VCYT | 76.6K | $2.47M | 0.0% | — | New |
| Canadian Pacific Kansas City | — | 30.7K | $2.41M | 0.0% | $154.3K | Cut$86K |
| Profesionally Managed Portfo | — | 67.2K | $2.37M | 0.0% | −$195.1K | Added−$125.3K |
| Silicon Motion Technology CORP | SIMO | 20.7K | $2.32M | 0.0% | — | New |
| RadNet, Inc. | RDNT | 40.6K | $2.27M | 0.0% | — | New |
| C4 Therapeutics, Inc. | CCCC | 830.6K | $2.18M | 0.0% | — | New |
| Independence Rlty Tr Inc | — | 144.9K | $2.16M | 0.0% | −$322.7K | Added−$20.2K |
| Progressive Corp | — | 10.8K | $2.15M | 0.0% | −$135.5K | Added$1.1M |
| Loar Holdings Inc. | LOAR | 36.7K | $2.1M | 0.0% | — | New |
| Ishares Tr | — | 19.6K | $1.98M | 0.0% | $73.5K | Cut−$4.32M |
| Vanguard Growth Etf | — | 4.52K | $1.98M | 0.0% | −$231K | Cut−$818.4K |
| Upstart Hldgs Inc | — | 76.4K | $1.96M | 0.0% | — | New |
| Vertiv Holdings Co | VRT | 7.8K | $1.95M | 0.0% | $690.8K | Held |
| Irhythm Technologies Inc | IRTC | 16.5K | $1.94M | 0.0% | — | New |
| Meritage Homes Corp | MTH | 31.2K | $1.93M | 0.0% | −$107K | Added$149.4K |
| ACV Auctions Inc. | ACVA | 447.5K | $1.9M | 0.0% | −$1.47M | Added−$1.22M |
| Impinj Inc | PI | 17.7K | $1.81M | 0.0% | — | New |
| Invesco Actvely Mngd Etc Fd | — | 101.7K | $1.76M | 0.0% | $413.9K | Cut$341.5K |
| First Advantage Corp New | — | 147.7K | $1.74M | 0.0% | — | New |
| Cadre Hldgs Inc | — | 54.4K | $1.67M | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 11.4K | $1.66M | 0.0% | $27.9K | Added$36.2K |
| Wingstop Inc. | WING | 10.1K | $1.56M | 0.0% | — | New |
| T-Mobile Us Inc | — | 7.34K | $1.54M | 0.0% | $51.4K | Cut$6.99K |
| Kratos Defense & Sec Solutio | — | 21.9K | $1.54M | 0.0% | — | New |
| Palomar Hldgs Inc | — | 12.7K | $1.52M | 0.0% | — | New |
| Ishares Tr | — | 12.2K | $1.51M | 0.0% | $45.7K | Added$180.5K |
| Ishares Tr | — | 15.6K | $1.51M | 0.0% | $49.6K | Cut−$109.8K |
| Fti Consulting, Inc | FCN | 8.46K | $1.5M | 0.0% | $50.3K | Cut−$182.1K |
| Air Prods & Chems Inc | — | 5.12K | $1.49M | 0.0% | $222.4K | Cut$182.6K |
| First Watch Restaurant Group, Inc. | FWRG | 141K | $1.48M | 0.0% | — | New |
| Xometry, Inc. | XMTR | 35.8K | $1.46M | 0.0% | — | New |
| Progyny, Inc. | PGNY | 85.9K | $1.46M | 0.0% | — | New |
| Global X Fds | — | 28.5K | $1.45M | 0.0% | $86K | Cut$17.9K |
| Congress Mid Cap Growth Fund Inst Class | — | 74.4K | $1.44M | 0.0% | $18.6K | Cut−$16.4K |
| RXO, Inc. | RXO | 93.3K | $1.36M | 0.0% | — | New |
| Autodesk, Inc. | ADSK | 5.64K | $1.35M | 0.0% | −$319.2K | Cut−$543K |
| Glaukos Corp | GKOS | 11.6K | $1.25M | 0.0% | — | New |
| Morgan Stanley | — | 7.58K | $1.25M | 0.0% | −$98.3K | Cut−$495.5K |
| Everus Constr Group | — | 9.77K | $1.15M | 0.0% | — | New |
| Vanguard Index Fds | — | 1.89K | $1.13M | 0.0% | −$56K | Held |
| Darden Restaurants Inc | DRI | 5.55K | $1.09M | 0.0% | $66.7K | Cut−$8.77K |
| Montrose Environmental Group | ONT | 49.5K | $1.08M | 0.0% | — | New |
| Congress Small Cap Growth Fund | — | 20.3K | $980.1K | 0.0% | −$11.8K | Cut−$17.3K |
| Neogen Corp | NEOG | 103.6K | $962.8K | 0.0% | — | New |
| nCino, Inc. | NCNO | 64K | $958.2K | 0.0% | — | New |
| Johnson & Johnson | JNJ | 3.9K | $954.5K | 0.0% | $146.3K | Cut$45.3K |
| Oracle Corp | — | 6.49K | $954.3K | 0.0% | −$310.1K | Cut−$17.9M |
| General Dynamics Corp | GD | 2.77K | $949.7K | 0.0% | $18.3K | Cut−$54.8K |
| Ultragenyx Pharmaceutical In | — | 44.9K | $940.8K | 0.0% | — | New |
| Piper Sandler Companies | PIPR | 12.2K | $932.4K | 0.0% | — | New |
| Janux Therapeutics, Inc. | JANX | 66.9K | $929.5K | 0.0% | $5.73K | Added$138.1K |
| S&P Global Inc. | SPGI | 2.17K | $924.5K | 0.0% | −$211.4K | Cut−$308.1K |
| Coca Cola Co | KO | 12.1K | $920.8K | 0.0% | $74.3K | Cut−$116.3K |
| Bank New York Mellon Corp | — | 7.63K | $905.4K | 0.0% | $19.4K | Held |
| Palo Alto Networks Inc | PANW | 5.56K | $891.5K | 0.0% | −$132.9K | Cut−$99.7M |
| Texas Instrs Inc | — | 4.48K | $869.8K | 0.0% | $92.5K | Cut$75.2K |
| Inspire Med Sys Inc | — | 16K | $824.4K | 0.0% | −$531.2K | Added−$380.8K |
| Ishares Tr | — | 1.23K | $800.8K | 0.0% | −$38.9K | Cut−$10.3M |
| Honeywell Intl Inc | — | 3.47K | $784.5K | 0.0% | $107.2K | Added$107.9K |
| Adobe Inc. | ADBE | 3.18K | $772.8K | 0.0% | −$339.9K | Cut−$1.89M |
| Intuit Inc. | INTU | 1.71K | $738.5K | 0.0% | −$392.9K | Cut−$1.28M |
| NXP Semiconductors N.V. | NXPI | 3.72K | $731.8K | 0.0% | −$75.1K | Cut−$241.4K |
| AbbVie Inc. | ABBV | 3.36K | $729.9K | 0.0% | −$36.9K | Cut−$110K |
| Automatic Data Processing In | — | 3.4K | $691.8K | 0.0% | −$184K | Cut−$203.3K |
| Church & Dwight Co Inc | — | 7.16K | $667.8K | 0.0% | $67.7K | Cut−$22.7K |
| Teledyne Technologies Inc | TDY | 1.09K | $662.5K | 0.0% | $103.2K | Cut−$454.5K |
| Ishares Tr | — | 2.65K | $657.2K | 0.0% | $4.88K | Held |
| Congress Large Cap Growth Fund - Retail Cl | — | 14.6K | $656.3K | 0.0% | −$55.4K | Cut−$56.6K |
| Resmed Inc | — | 2.89K | $649.7K | 0.0% | −$47.5K | Cut−$250.5K |
| Verra Mobility Corp | VRRM | 45.4K | $648.7K | 0.0% | — | New |
| Merck & Co., Inc. | MRK | 5.37K | $646.1K | 0.0% | $80.8K | Cut$21.3K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.03K | $637.7K | 0.0% | $12K | Added$102.6K |
| Generac Hldgs Inc | — | 3.19K | $623.1K | 0.0% | $188.1K | Held |
| Berkshire Hathaway Inc Del | — | 1.25K | $599K | 0.0% | −$29.3K | Held |
| Tesla, Inc. | TSLA | 1.56K | $581.8K | 0.0% | −$122K | Held |
| Deckers Outdoor Corp | DECK | 5.75K | $575.1K | 0.0% | −$20.6K | Cut−$654.2K |
| Fabrinet | FN | 1.1K | $573.7K | 0.0% | $72.9K | Cut$70.6K |
| Take-Two Interactive Softwar | — | 2.83K | $558.5K | 0.0% | −$165.5K | Cut−$557.2K |
| Sitime Corp | SITM | 1.59K | $550.1K | 0.0% | — | New |
| Copart Inc | CPRT | 16.3K | $540.7K | 0.0% | −$96.9K | Cut−$949.9K |
| Select Sector Spdr Tr | — | 3.96K | $526.3K | 0.0% | −$43.8K | Held |
| Southern Co | — | 5.44K | $524.7K | 0.0% | $50.7K | Cut$11.8K |
| InMode Ltd. | INMD | 37.9K | $517.8K | 0.0% | — | New |
| Evolent Health, Inc. | EVH | 226.3K | $515.9K | 0.0% | −$333.1K | Added−$258.7K |
| Truist Finl Corp | — | 11.1K | $508.7K | 0.0% | −$35.9K | Cut−$289.7K |
| Sprouts Fmrs Mkt Inc | — | 6.5K | $501.2K | 0.0% | −$16.5K | Cut−$18M |
| Keysight Technologies, Inc. | KEYS | 1.77K | $500.4K | 0.0% | $140.3K | Cut$28.6K |
| Colgate Palmolive Co | CL | 5.85K | $498.6K | 0.0% | $36.3K | Cut−$965.4K |
| Illinois Tool Wks Inc | — | 1.91K | $498.1K | 0.0% | $26.8K | Cut$2.14K |
| Spdr Series Trust | — | 6.21K | $491.2K | 0.0% | −$8.36K | Added$290.6K |
| Gallagher Arthur J & Co | — | 2.17K | $470.9K | 0.0% | −$91.7K | Cut−$1.18M |
| Vanguard Index Fds | — | 1.78K | $458.9K | 0.0% | −$38.9K | Cut−$1.06M |
| Churchill Downs Inc | CHDN | 4.9K | $440.3K | 0.0% | −$117.4K | Held |
| Southern Copper Corp/ | SCCO | 2.51K | $432.6K | 0.0% | $71.3K | Added$74.7K |
| Freeport-Mcmoran Inc | FCX | 7.35K | $432.2K | 0.0% | $58.7K | Cut$58.4K |
| Ishares Tr | — | 11.9K | $427.7K | 0.0% | −$28.5K | Held |
| Affirm Hldgs Inc | — | 9K | $412.4K | 0.0% | — | New |
| Marvell Technology, Inc. | MRVL | 3.99K | $395.2K | 0.0% | $56.1K | Cut$48.9K |
| Us Foods Hldg Corp | — | 4.28K | $394.8K | 0.0% | $72.3K | Cut−$217.8K |
| Deere & Co | DE | 696 | $392K | 0.0% | $67.6K | Added$68.7K |
| Agilysys Inc | AGYS | 5.35K | $380.9K | 0.0% | — | New |
| Roper Technologies Inc | ROP | 1.03K | $364.6K | 0.0% | −$94K | Cut−$322.8K |
| Marsh & Mclennan Cos Inc | — | 2.09K | $362K | 0.0% | −$25.2K | Held |
| Robinhood Mkts Inc | — | 5.2K | $360.4K | 0.0% | — | New |
| Northrop Grumman Corp | — | 526 | $359K | 0.0% | $58.9K | Added$59.5K |
| Cohen & Steers, Inc. | CNS | 5.32K | $332.7K | 0.0% | −$1.18K | Cut−$38.2K |
| Union Pac Corp | — | 1.35K | $327K | 0.0% | $15.2K | Cut−$59.3K |
| Intercontinental Exchange In | — | 1.98K | $311.4K | 0.0% | −$9.27K | Cut−$98.3K |
| Caterpillar Inc | CAT | 9.21K | $309.4K | 0.0% | −$16.4K | Added−$16.1K |
| Thermon Group Hldgs Inc | — | 6.1K | $307.4K | 0.0% | $80.8K | Held |
| Box Inc | — | 12.8K | $303.1K | 0.0% | −$80.4K | Cut−$55.2M |
| Ionis Pharmaceuticals Inc | IONS | 3.95K | $296.3K | 0.0% | — | New |
| Lowes Cos Inc | — | 1.21K | $285.9K | 0.0% | −$5.91K | Held |
| Coherent Corp. | COHR | 1.2K | $285.9K | 0.0% | — | New |
| Vertex Pharmaceuticals Inc | — | 612 | $273.3K | 0.0% | −$4.17K | Cut−$151.5K |
| Pnc Finl Svcs Group Inc | — | 1.28K | $266.3K | 0.0% | −$819 | Held |
| Ishares Tr | — | 1.83K | $264.4K | 0.0% | $6.49K | Cut−$227K |
| Unitedhealth Group Inc | UNH | 949 | $256.7K | 0.0% | −$56.5K | Cut−$220.8K |
| Saia Inc | SAIA | 725 | $254.7K | 0.0% | $18K | Cut−$42.5K |
| Onto Innovation Inc. | ONTO | 1.16K | $236.9K | 0.0% | $54.5K | Cut$22.2K |
| Solaris Energy Infras Inc | — | 4.15K | $234.3K | 0.0% | — | New |
| Invesco Qqq Tr | — | 395 | $228.2K | 0.0% | −$14.4K | Cut−$19.9K |
| Abbott Labs | ABT | 2.1K | $215.8K | 0.0% | −$47.6K | Held |
| Canadian Natl Ry Co | — | 2.04K | $210.2K | 0.0% | $8.02K | Held |
| Oroco Resources Co | — | 21.7K | $5.73K | 0.0% | −$1.04K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.