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CONGRESS ASSET MANAGEMENT CO

An institutional investment manager in BOSTON, MA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 7, 2026. SEC CIK 897378.

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Holdings: 376 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
NVIDIA Corp.NVDACOM67066G1045263.2%2,627,947Added+117,919
Apple Inc.AAPLCOM0378331004662.9%1,609,746Reduced−21,739
Alphabet Inc.GOOGLCOM02079K3053652.2%1,020,191Reduced−34,363
Microsoft Corp.MSFTCOM5949181043041.9%815,323Added+177,216
Broadcom IncAVGOCOM11135F1012791.7%738,306Reduced−19,425
Visa IncVCOM92826C8392281.4%663,519Added+101,426
GE Vernova Inc.GEVCOM36828A1012261.4%192,672Reduced−6,153
Amphenol CorporationAPHCOM0320951012151.3%1,220,821Added+253,529
Ligand Pharmaceuticals IncorporatedLGNDCOM53220K5042091.3%659,911Added+155,274
Arista Networks IncANETCOM0404132052001.2%1,176,606Reduced−556,248
Costco Wholesale CorporationCOSTCOM22160K1051951.2%208,851Reduced−7,173
Sterling Infrastructure IncSTRLCOM8592411011931.2%230,412Reduced−266,686
Goldman Sachs Group, Inc.GSCOM38141G1041841.1%182,093Reduced−7,322
UFP Technologies Inc.UFPTCOM9026731021821.1%687,439Added+164,001
Eaton Corporation PLCCOMG291831031761.1%413,077Reduced−90,651
ASML Holding N.V.COMN070592101761.1%88,265Added+5,639
Amazon.com, Inc.AMZNCOM0231351061751.1%733,843Reduced−169,277
Moog Inc.MOG-ACOM6153942021721.1%406,324Added+3,762
MongoDB Inc.MDBCOM60937P1061721.1%511,227Added+209,330
Modine Manufacturing Co.MODCOM6078281001681.0%629,268Reduced−21,405
Howmet Aerospace IncHWMCOM4432011081671.0%622,443Reduced−173,961
NVent Electric PLCCOMG6700G1071671.0%983,875Reduced−137,916
Meta Platforms IncMETACOM30303M1021651.0%292,203Reduced−11,711
Welltower Inc.WELLCOM95040Q1041641.0%721,601Reduced−28,599
Enpro IncNPOCOM29355X1071631.0%433,112Added+34,681
Novanta IncNOVTCOM67000B1041581.0%973,767Added+64,057
Curtiss-Wright Corp.CWCOM2315611011510.9%198,758Reduced−29,077
Parker-Hannifin Corp.PHCOM7010941041500.9%152,862Reduced−6,314
Eli Lilly & Co.LLYCOM5324571081480.9%123,060Added+18,958
Arm Holdings PLCARMCOM0420682051450.9%409,049New+409,049
TG Therapeutics IncTGTXCOM88322Q1081430.9%2,600,123Added+432,042
TKO Group Holdings Inc.TKOCOM87256C1011420.9%706,691Reduced−21,115
The TJX Companies Inc.TJXCOM8725401091400.9%924,463Reduced−279,525
Repligen CorporationRGENCOM7599161091380.8%1,012,226Added+214,359
O'Reilly Automotive Inc.ORLYCOM67103H1071350.8%1,470,148Reduced−54,509
Interactive Brokers Group IncIBKRCOM45841N1071330.8%1,527,739Added+556,210
Boot Barn Holdings IncBOOTCOM0994061001310.8%797,619Added+80,045
Commvault Systems Inc.CVLTCOM2041661021310.8%923,066Added+154,420
Williams Companies Inc. (The)WMBCOM9694571001300.8%1,747,896Reduced−71,975
Vericel CorporationVCELCOM92346J1081300.8%2,916,295Added+1,409,377
Universal Technical Institute, Inc.UTICOM9139151041280.8%3,000,595Added+847,617
Ecolab Inc.ECLCOM2788651001270.8%454,964Reduced−19,474
Credo Technology Group Holding LtdCOMG254571051250.8%458,375Added+100,569
LivaNova PLCCOMG5509L1011240.8%1,502,244Added+227,424
Mirion Technologies IncMIRCOM60471A1011200.7%6,685,434Added+5,571,373
Intuitive Surgical Inc.ISRGCOM46120E6021200.7%300,950Reduced−11,460
InterDigital, Inc.IDCCCOM45867G1011190.7%421,433Added+35,420
Quanta Services, Inc.PWRCOM74762E1021180.7%163,336Reduced−6,856
Kulicke and Soffa Industries, Inc.KLICCOM5012421011170.7%878,002New+878,002
Brinker International, Inc.EATCOM1096411001150.7%685,348Added+69,616
Sensient Technologies CorpSXTCOM81725T1001150.7%930,339Added+81,379
Hilton Worldwide Holdings IncHLTCOM43300A2031140.7%345,252Reduced−7,384
JFrog LtdCOMM6191J1001130.7%1,241,991Added+229,133
Monolithic Power Systems Inc.MPWRCOM6098391051110.7%80,425Reduced−2,918
PJT Partners Inc.PJTCOM69343T1071090.7%723,474Added+119,122
Ameris BancorpABCBCOM03076K1081080.7%1,192,270Added+96,304
Champion Homes Inc.SKYCOM8308301051070.7%1,212,960Added+172,072
Atlantic Union Bankshares CorpAUBCOM04911A1071060.7%2,501,164Added+259,290
Rambus Inc.RMBSCOM7509171061030.6%777,993Reduced−497,985
IMAX CorporationIMAXCOM45245E1091010.6%2,537,290Added+1,026,915
IDEXX Laboratories Inc.IDXXCOM45168D1041000.6%190,193Added+23,507
Uber Technologies IncUBERCOM90353T10096.80.6%1,341,826Reduced−54,713
Halozyme Therapeutics IncHALOCOM40637H10996.20.6%1,229,106Reduced−51,486
Kirby CorpKEXCOM49726610695.70.6%703,728Added+78,186
Tapestry IncTPRCOM87603010795.20.6%650,354Added+81,788
Federal Signal Corp.FSSCOM31385510893.30.6%726,138Added+83,778
Moodys Corp.MCOCOM61536910593.00.6%205,324Reduced−8,007
Lemaitre Vascular Inc.LMATCOM52555820192.50.6%963,706Added+129,177
Casey'S General Stores Inc.CASYCOM14752810391.30.6%114,817Reduced−3,873
Archrock IncAROCCOM03957W10690.10.6%2,213,208New+2,213,208
JBT Marel Corp.JBTMCOM47783910487.60.5%604,022Added+46,644
Shopify IncSHOPCOM82509L10787.30.5%764,601Reduced−27,389
Emcor Group IncEMECOM29084Q10087.20.5%105,097Reduced−5,111
Viking Holdings Ltd.COMG93A5A10186.60.5%827,835Reduced−19,486
Crane Co.CRCOM22440810485.40.5%382,910Reduced−9,211
Balchem CorpBCPCCOM05766520084.90.5%502,571Added+56,758
CSW Industrials Inc.CSWCOM12640210683.60.5%300,506Added+48,158
Merit Medical Systems Inc.MMSICOM58988910482.10.5%1,184,337Added+155,088
AeroVironment, Inc.AVAVCOM00807310881.80.5%495,640Added+103,132
ACI Worldwide IncACIWCOM00449810180.10.5%1,592,306Reduced−241,502
Alnylam Pharmaceuticals Inc.ALNYCOM02043Q10780.00.5%265,701Reduced−20,038
The Vita Coco Company IncCOCOCOM92846Q10779.80.5%1,207,102New+1,207,102
Texas Instruments Inc.TXNCOM88250810479.10.5%265,222Added+260,742
Power Integrations Inc.POWICOM73927610377.90.5%930,059New+930,059
Axon Enterprise IncAXONCOM05464C10177.80.5%138,822New+138,822
Coherent CorpCOHRCOM19247G10775.30.5%190,782Added+189,582
Heico CorpHEICOM42280610975.10.5%210,755Added+455
Raymond James Financial Inc.RJFCOM75473010970.00.4%460,228Reduced−11,161
Nova LtdCOMM7516K10369.40.4%127,910Reduced−111,798
Micron Technology Inc.MUCOM59511210368.70.4%59,538New+59,538
Datadog IncDDOGCOM23804L10368.00.4%261,023Reduced−5,483
Cargurus IncCARGCOM14178810967.40.4%1,976,348Reduced−134,189
Palantir Technologies IncPLTRCOM69608A10859.90.4%512,991Added+28,277
Crane NXT CoCXTCOM22444110559.70.4%1,166,261Reduced−204,537
UMB Financial Corp.UMBFCOM90278810856.60.3%396,647Added+245,296
Qnity Electronics Inc.QCOM74743L10056.40.3%345,316Added+4,611
Advanced Energy Industries, Inc.AEISCOM00797310056.10.3%150,510Reduced−56,861
Cloudflare IncNETCOM18915M10755.70.3%226,921Reduced−46,835
Teradyne Inc.TERCOM88077010252.20.3%107,915Reduced−532
Comfort Systems USA Inc.FIXCOM19990810450.90.3%25,704Reduced−29,488
Fastenal Co.FASTCOM31190010450.40.3%1,050,122Reduced−23,673
Valmont Industries, Inc.VMICOM92025310150.30.3%87,143Reduced−2,741
Carpenter Technology CorporationCRSCOM14428510349.80.3%80,779Reduced−2,159
Ollies Bargain Outlet Holdings Inc.OLLICOM68111610948.70.3%633,391Reduced−234,799
API Group CorpAPGCOM00187Y10048.70.3%1,149,291Reduced−32,220
Dutch Bros IncBROSCOM26701L10046.60.3%648,457Added+431,342
Ross Stores IncROSTCOM77829610345.20.3%212,568Reduced−6,398
Caterpillar IncCATCOM14912310144.40.3%41,651Reduced−1,537
Flowserve CorporationFLSCOM34354P10543.70.3%589,829Added+469,872
Rubrik Inc.RBRKCOM78115410943.30.3%539,684Reduced−6,041
Karman Holdings Inc.KRMNCOM48592410443.10.3%863,308Added+156,112
Encompass Health CorporationEHCCOM29261A10041.10.3%406,121Reduced−16,275
Dell Technologies IncDELLCOM24703L20240.80.3%94,675Reduced−51,396
Terreno Realty CorporationTRNOCOM88146M10139.30.2%606,005Reduced−9,761
CAVA Group Inc.CAVACOM14892910239.10.2%498,344Added+6,285
D.R. Horton, Inc.DHICOM23331A10937.80.2%232,121Added+26,230
Entegris IncENTGCOM29362U10437.60.2%208,930Reduced−5,549
Roku IncROKUCOM77543R10236.80.2%266,609New+266,609
MYR Grp IncMYRGCOM55405W10436.80.2%73,509Reduced−23,774
Steris PLCCOMG8473T10036.00.2%170,967Added+20,540
Expedia Group IncEXPECOM30212P30336.00.2%140,675Added+14,746
Analog Devices Inc.ADICOM03265410535.30.2%88,902Added+6,743
Martin Marietta Materials IncMLMCOM57328410635.10.2%60,950Reduced−177,021
Affirm Holdings IncAFRMCOM00827B10634.80.2%426,470Added+417,470
JPMorgan Chase & Co.JPMCOM46625H10034.20.2%104,517Reduced−3,084
Toast IncTOSTCOM88878710833.40.2%1,199,504Added+108,268
Cintas CorporationCTASCOM17290810531.30.2%184,100Reduced−5,711
Plexus CorpPLXSCOM72913210031.20.2%103,733Added+84,478
Medpace Holdings Inc.MEDPCOM58506Q10931.00.2%58,479Reduced−1,708
BJ Wholesale Club Holdings IncBJCOM05550J10130.60.2%350,487Reduced−18,623
Congress Large Cap Growth Fund - Inst. ClCOM74316J78928.50.2%555,130Reduced−227
Twilio IncTWLOCOM90138F10228.50.2%138,114New+138,114
Acm Research IncACMRCOM00108J10928.40.2%223,855Reduced−116,008
Solaris Energy Infrastructure IncSEICOM83418M10327.80.2%344,935Added+340,788
Lincoln Electric Holdings Inc.LECOCOM53390010627.30.2%102,989Reduced−2,537
Cisco Systems, Inc.CSCOCOM17275R10227.20.2%231,404Reduced−8,434
Globus Med IncGMEDCOM37957720826.80.2%338,625New+338,625
Samsara IncIOTCOM79589L10626.50.2%816,215New+816,215
Virtu Financial IncVIRTCOM92825410126.30.2%441,795Added+4,371
Marqeta IncMQCOM57142B20325.90.2%1,592,210New+1,592,210
Home Depot Inc.HDCOM43707610224.50.2%69,579Reduced−5,201
DigitalOcean Holdings IncDOCNCOM25402D10224.50.2%155,865Reduced−47,178
Floor And Decor Holding Inc.FNDCOM33975010123.80.1%400,673Added+4,381
KLA Corp.KLACCOM48248010023.70.1%78,629New+78,629
Range Resources Corp.RRCCOM75281A10923.40.1%630,278Reduced−22,897
Lam Research CorporationLRCXCOM51280730623.10.1%53,337Added+7,056
Hawkins IncHWKNCOM42026110922.90.1%160,983Reduced−4,397
iShares Trust RUS MD CP GR ETFCOM46428748122.60.1%154,279Reduced−156,889
Alphabet Inc.GOOGLCOM02079K10722.30.1%63,061Reduced−10,330
E L F Beauty IncELFCOM26856L10321.00.1%283,687Reduced−16,047
Amgen Inc.AMGNCOM03116210020.80.1%57,526Reduced−1,144
Ametek, Inc.AMECOM03110010019.80.1%81,862Added+1,015
NextEra Energy IncNEECOM65339F10119.40.1%221,322Added+11,104
Linde PLCCOMG5495010318.70.1%35,950Reduced−1,094
iShares Trust RUS 1000 GRW ETFCOM46428761418.60.1%150,039Added+39,705
M/I Homes Inc.MHOCOM55305B10118.20.1%113,355Added+54,706
Bancorp IncTBBKCOM05969A10517.90.1%286,531Added+2,854
TE Connectivity PLCCOMG8705210917.70.1%87,923Reduced−2,311
Stryker CorporationSYKCOM86366710117.70.1%56,142Reduced−1,705
CDW CorpCDWCOM12514G10817.50.1%124,223Reduced−159
International Business Machines Corp.IBMCOM45920010117.40.1%61,981Reduced−369
Wintrust Financial CorporationWTFCCOM97650W10817.40.1%108,377Added+1,188
Independence Realty Trust IncIRTCOM45378A10616.70.1%1,002,178Added+857,281
Marriott International, Inc.MARCOM57190320216.70.1%45,119Reduced−1,379
Black Hills CorporationBKHCOM09211310916.30.1%219,718Added+107,972
Walmart IncWMTCOM93114210316.1<0.1%142,051Reduced−1,554
Avery Dennison CorporationAVYCOM05361110915.9<0.1%98,162Reduced−4,685
MasterCard IncorporatedMACOM57636Q10415.9<0.1%31,009Reduced−329
TransMedics Group Inc.TMDXCOM89377M10915.1<0.1%227,834New+227,834
Getty Realty CorpGTYCOM37429710915.1<0.1%453,158Added+174,868
Okta Inc.OKTACOM67929510515.1<0.1%110,463Added+9,226
Patrick Industries Inc.PATKCOM70334310314.9<0.1%166,517Added+13,561
Chevron Corp.CVXCOM16676410014.9<0.1%90,038Added+8,034
Krystal Biotech IncKRYSCOM50114710214.9<0.1%40,134New+40,134
The Sherwin-Williams CompanySHWCOM82434810614.9<0.1%43,164Reduced−924
Badger Meter IncBMICOM05652510814.8<0.1%100,030Reduced−2,065
Vistra CorpVSTCOM92840M10214.7<0.1%92,432Added+2,582
Winmark Corp.WINACOM97425010214.6<0.1%34,581Added+15,734
Netflix, Inc.NFLXCOM64110L10614.6<0.1%203,937Reduced−31,313
The Bank of New York Mellon Corp.BNYCOM06405810014.4<0.1%99,908Added+92,276
Monster Beverage CorpMNSTCOM61174X10914.4<0.1%150,058Added+38,944
Cal-Maine Foods Inc.CALMCOM12803020214.1<0.1%175,608Added+66,328
Celsius Holdings Inc.CELHCOM15118V20713.9<0.1%476,163Reduced−52,913
Booking Holdings IncBKNGCOM09857L10813.9<0.1%78,187Added+74,967
Neurocrine Biosciences IncNBIXCOM64125C10913.9<0.1%82,486New+82,486
CME Group Inc.CMECOM12572Q10513.9<0.1%62,769Reduced−2,512
Nomad Foods Ltd.COMG6564A10513.8<0.1%1,258,575Added+837,217
Amneal Pharmaceuticals IncAMRXCOM03168L10513.5<0.1%782,778New+782,778
Cameco CorporationCCJCOM13321L10813.5<0.1%132,954Added+674
Hawaiian Electric Industries, Inc.HECOM41987010013.5<0.1%996,265Added+6,930
Highwoods Properties, Inc.HIWCOM43128410813.4<0.1%444,745Added+4,763
Cadence Design Systems, Inc.CDNSCOM12738710813.1<0.1%34,920Reduced−292
EOG Resources Inc.EOGCOM26875P10113.1<0.1%100,743Reduced−3,757
ExlService Holdings Inc.EXLSCOM30208110413.1<0.1%505,204Added+3,060
Telephone and Data Systems Inc.TDSCOM87943382913.0<0.1%352,497Added+74,173
Bank of Hawaii Corp.BOHCOM06254010913.0<0.1%158,975Added+16,190
Garmin LtdCOMH2906T10912.8<0.1%53,999Reduced−2,529
McDonald's Corp.MCDCOM58013510112.5<0.1%46,088Reduced−2,751
Fair Isaac CorporationFICOCOM30325010412.4<0.1%10,358Reduced−18,059
iShares Trust RUSEL 2500 ETFCOM46435G26812.3<0.1%133,716Reduced−105,359
BankUnited Inc.BKUCOM06652K10312.2<0.1%251,247Added+2,533
Powell Industries Inc.POWLCOM73912810612.2<0.1%42,456Added+28,447
Tango Therapeutics Inc.TNGXCOM87583X10911.9<0.1%380,746Added+39,385
The Hanover Insurance Group, Inc.THGCOM41086710511.9<0.1%55,427Added+560
Blue Bird Corp.BLBDCOM09530610611.8<0.1%149,412Added+19,138
Century Aluminum CompanyCENXCOM15643110811.8<0.1%255,636Added+2,201
Relay Therapeutics IncRLAYCOM75943R10211.7<0.1%626,141Added+7,203
Motorola Solutions IncMSICOM62007630711.3<0.1%27,245Reduced−1,048
Avista CorporationAVACOM05379B10711.2<0.1%273,449Added+181,272
Helios Technologies IncHLIOCOM42328H10911.2<0.1%125,225Added+54,872
F N B Corp (Pennsylvania)FNBCOM30252010111.0<0.1%575,445Added+32,734
NAPCO Security Technologies Inc.NSSCCOM63040210510.8<0.1%285,462Added+33,060
CNX Resources CorporationCNXCOM12653C10810.7<0.1%315,210Added+3,259
WaFd IncWAFDCOM93882410910.7<0.1%277,892Added+2,812
Group 1 Automotive, Inc.GPICOM39890510910.2<0.1%35,151Added+403
Alpha & Omega Semiconductor Ltd.COMG6331P1049.6<0.1%203,460New+203,460
Klaviyo IncKVYOCOM49845K1019.6<0.1%636,230New+636,230
Amalgamated Financial Corp.AMALCOM0226711019.4<0.1%204,238Added+30,653
Apple Hospitality Reit IncAPLECOM03784Y2009.3<0.1%555,557Added+6,055
STAG Industrial, Inc.STAGCOM85254J1029.3<0.1%245,094Added+2,698
RPC IncRESCOM7496601069.2<0.1%1,581,265Added+129,112
Central Pacific Financial Corp.CPFCOM1547604099.2<0.1%241,153New+241,153
CNO Financial Group, Inc.CNOCOM12621E1039.1<0.1%178,540Added+1,898
Bank OZKOZKCOM06417N1039.1<0.1%174,690Added+66,088
DXP Enterprises Inc.DXPECOM2333774078.9<0.1%52,592New+52,592
Keysight Technologies, Inc.KEYSCOM49338L1038.7<0.1%24,983Added+23,211
Huron Consulting Group Inc.HURNCOM4474621028.6<0.1%94,945Added+948
Portland General Electric CompanyPORCOM7365088478.5<0.1%163,084Added+1,646
BWX Technologies Inc.BWXTCOM05605H1008.4<0.1%43,408Added+6,052
Hamilton Lane IncHLNECOM4074971068.3<0.1%105,098Reduced−21,712
Wealthfront Corp.WLTHCOM9470021018.3<0.1%925,205Added+71,458
DHT Holdings Inc.COMY2065G1218.1<0.1%487,353Added+5,435
Snowflake IncSNOWCOM8334451098.0<0.1%31,420New+31,420
Texas Capital Bancshares, Inc.TCBICOM88224Q1078.0<0.1%77,013Added+775
Old Second Bancorp Inc.OSBCCOM6802771007.9<0.1%338,650New+338,650
Lumen Technologies IncLUMNCOM5502411037.5<0.1%982,011Added+557,398
Alkami Technology Inc.ALKTCOM01644J1087.5<0.1%415,976Added+75,231
Gulfport Energy CorporationGPORCOM4026355027.4<0.1%43,488Added+4,081
Knife River Corp.KNFCOM4988941047.3<0.1%87,718Added+3,548
Fortinet IncFTNTCOM34959E1097.2<0.1%47,169Reduced−1,219
Accenture PLCCOMG1151C1017.2<0.1%58,051Reduced−1,502
Rayonier IncRYNCOM7549071037.1<0.1%332,638Added+3,712
Acadia Healthcare Company, Inc.ACHCCOM00404A1097.0<0.1%237,972Added+1,875
LCI IndustriesLCIICOM50189K1036.9<0.1%65,338Added+697
Talos Energy IncTALOCOM87484T1086.6<0.1%508,014Added+85,945
Exxon Mobil Corp.COM30231G1026.3<0.1%46,154Reduced−1,468
CleanSpark Inc.CLSKCOM18452B2096.1<0.1%419,742Added+4,519
CRISPR Therapeutics AGCOMH171821086.0<0.1%109,453Added+1,082
Spire IncSRCOM84857L1015.7<0.1%72,636Added+784
Matador Resources CompanyMTDRCOM5764852055.2<0.1%104,619Added+30,647
Price T Rowe Group Inc.TROWCOM74144T1084.9<0.1%42,773Reduced−84,488
C4 Therapeutics IncCCCCCOM12529R1074.7<0.1%1,003,437Added+172,813
Commercial Metals CompanyCMCCOM2017231034.7<0.1%74,665Added+844
Federated Hermes IncFHICOM3142111034.7<0.1%84,701Added+911
IDEAYA Biosciences Inc.IDYACOM45166A1024.4<0.1%117,713New+117,713
Beacon Financial Corp.BBTCOM0846801074.3<0.1%142,027Added+20,704
Thermo Fisher Scientific IncTMOCOM8835561024.2<0.1%8,475Reduced−191,813
Congress SMID Growth ETFCOM74316P6454.0<0.1%108,255Reduced−1,022
United Rentals, Inc.URICOM9113631093.9<0.1%3,461Reduced−107
ACV Auctions IncCOM00091G1043.9<0.1%536,841Added+89,297
Penumbra Inc.PENCOM70975L1073.8<0.1%12,191Reduced−305,146
Alphatec Holdings Inc.ATECCOM02081G2013.8<0.1%440,638Added+4,923
Vanguard International Equity Index Funds FTSE EMR MKT ETFCOM9220428583.8<0.1%63,590Reduced−1,282
MoonLake ImmunotherapeuticsMLTXCOM61559X1043.5<0.1%180,448Added+1,893
Baker Hughes CompanyBKRCOM05722G1003.4<0.1%61,063Reduced−1,051
Korn FerryKFYCOM5006432003.2<0.1%48,741Added+574
Equinix, Inc.EQIXCOM29444U7003.2<0.1%3,055Reduced−3
Brandywine Realty TrustBDNCOM1053682033.2<0.1%1,002,668Added+10,727
Idacorp IncIDACOM4511071063.1<0.1%20,798Added+236
The Procter & Gamble Co.PGCOM7427181093.0<0.1%20,417Reduced−910
ALPS ETF Trust ALERIAN MLPCOM00162Q4523.0<0.1%57,611Reduced−2,965
SM Energy Co.SMCOM78454L1003.0<0.1%113,445Added+1,166
The Progressive CorporationPGRCOM7433151032.9<0.1%13,116Added+2,266
VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETFCOM92189F4372.8<0.1%94,318Reduced−5,425
iShares Trust MSCI EAFE ETFCOM4642874652.7<0.1%26,040Reduced−35
iShares Trust PFD AND INCM SECCOM4642886872.7<0.1%87,923Reduced−5,078
Congress Large Cap Growth ETFCOM74316P6372.7<0.1%66,771Reduced−477
Meritage Homes CorpMTHCOM59001A1022.6<0.1%31,503Added+323
Synopsys IncSNPSCOM8716071072.6<0.1%5,808Reduced−14,471
Canadian Pacific Kansas City Ltd.CPCOM13646K1082.6<0.1%29,610Reduced−1,065
CVR Energy Inc.CVICOM12662P1082.5<0.1%91,757Added+1,031
State Street Spdr S&p 500 Etf Trust TR UNITSPYCOM78462F1032.5<0.1%3,380Reduced−501
Vanguard Index Funds GROWTH ETFCOM9229087362.3<0.1%26,436Added+21,913
iShares Trust RUS 2000 GRW ETFCOM4642876482.0<0.1%5,051Reduced−4,140
Servicenow IncNOWCOM81762P1021.9<0.1%19,314Reduced−796,557
Congress Mid Cap Growth Fund Inst ClassCOM74316J4581.9<0.1%82,826Added+8,467
iShares Trust MSCI AC ASIA ETFCOM4642881821.8<0.1%14,955Reduced−677
iShares Trust S&P MC 400GR ETFCOM4642876061.8<0.1%15,059Reduced−4,584
Zoetis Inc.ZTSCOM98978V1031.7<0.1%23,576Reduced−143,732
Vanguard International Equity Index Funds FTSE SMCAP ETFCOM9220427181.7<0.1%10,886Reduced−512
Vertiv Holdings CoVRTCOM92537N1081.7<0.1%5,000Reduced−2,800
Global X Funds US INFR DEV ETFCOM37954Y6731.6<0.1%27,215Reduced−1,252
Litman Gregory Funds Trust IMGP DBI MANAGED FUTURES STRATEGY ETFCOM53700T8271.5<0.1%50,625New+50,625
Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELDCOM46090F1001.5<0.1%97,335Reduced−4,365
Johnson & JohnsonJNJCOM4781601041.4<0.1%5,359Added+1,454
Air Products & Chemicals, Inc.APDCOM0091581061.4<0.1%4,611Reduced−507
Evolent Health, Inc.EVHCOM30050B1011.2<0.1%228,692Added+2,414
Congress Small Cap Growth FundCOM74316P7101.2<0.1%20,606Added+277
Vanguard Index Funds S&P 500 ETF SHSCOM9229083631.2<0.1%1,682Reduced−211
Darden Restaurants, Inc.DRICOM2371941051.1<0.1%5,510Reduced−36
FTI Consulting, Inc.FCNCOM3029411091.1<0.1%7,274Reduced−1,190
Marvell Technology IncMRVLCOM5738741041.1<0.1%3,569Reduced−421
Autodesk IncADSKCOM0527691061.1<0.1%5,412Reduced−227
Janux Therapeutics IncJANXCOM47103J1051.0<0.1%67,610Added+743
General Dynamics CorporationGDCOM3695501080.9<0.1%2,676Reduced−91
Generac Holdings Inc.GNRCCOM3687361040.9<0.1%3,190Unchanged
Palo Alto Networks IncPANWCOM6974351050.9<0.1%2,648Reduced−2,913
Coca-Cola Co (The)KOCOM1912161000.9<0.1%11,006Reduced−1,102
Morgan StanleyMSCOM6174464480.9<0.1%4,239Reduced−3,345
AbbVie Inc.ABBVCOM00287Y1090.8<0.1%3,356Unchanged
NXP Semiconductors NVCOMN6596X1090.8<0.1%2,971Reduced−746
Oracle Corp.ORCLCOM68389X1050.8<0.1%5,649Reduced−838
iShares Trust RUSSELL 2000 ETFCOM4642876550.8<0.1%2,650Unchanged
Teledyne Technologies IncTDYCOM8793601050.7<0.1%1,087Reduced−8
iShares Trust CORE S&P500 ETFCOM4642872000.7<0.1%958Reduced−268
Automatic Data Processing, Inc.ADPCOM0530151030.7<0.1%3,105Reduced−300
Merck & Co., IncMRKCOM58933Y1050.7<0.1%5,371Unchanged
Congress Large Cap Growth Fund - Retail ClCOM7429352160.7<0.1%13,439Reduced−1,191
Tesla IncTSLACOM88160R1010.7<0.1%1,565Unchanged
US Foods Holding CorpUSFDCOM9120081090.6<0.1%6,135Added+1,854
Berkshire Hathaway Inc.BRK-BCOM0846707020.6<0.1%1,250Unchanged
FabrinetCOMG3323L1000.6<0.1%1,100Unchanged
State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRPMDYCOM78467Y1070.6<0.1%873Reduced−161
Philip Morris International Inc.PMCOM7181721090.6<0.1%3,287New+3,287
Primoris Services Corp.PRIMCOM74164F1030.6<0.1%5,942Reduced−812,154
Deckers Outdoor Corp.DECKCOM2435371070.5<0.1%5,349Reduced−397
S&P Global IncSPGICOM78409V1040.5<0.1%1,294Reduced−880
Robinhood Markets IncHOODCOM7707001020.5<0.1%5,200Unchanged
Southern Co.SOCOM8425871070.5<0.1%5,411Reduced−25
The Allstate CorporationALLCOM0200021010.5<0.1%2,036Reduced−80,796
Adobe IncADBECOM00724F1010.5<0.1%2,348Reduced−831
Colgate-Palmolive Co.CLCOM1941621030.5<0.1%5,220Reduced−631
Church & Dwight Co Inc.CHDCOM1713401020.5<0.1%4,875Reduced−2,281
Mercadolibre IncMELICOM58733R1020.5<0.1%275New+275
Take-Two Interactive Software Inc.TTWOCOM8740541090.5<0.1%1,823Reduced−1,005
Freeport-McMoRan Inc.FCXCOM35671D8570.5<0.1%7,212Reduced−140
Boston Scientific CorporationBSXCOM1011371070.4<0.1%10,247Reduced−1,619,238
Illinois Tool Works Inc.ITWCOM4523081090.4<0.1%1,614Reduced−300
Onto Innovation Inc.ONTOCOM6833441050.4<0.1%1,151Reduced−4
Deere & CompanyDECOM2441991050.4<0.1%657Reduced−39
Vanguard Index Funds MCAP GR IDXVIPCOM9229085380.4<0.1%1,341Reduced−442
iShares Trust CHINA LG-CAP ETFCOM4642871840.4<0.1%11,914Unchanged
Interface, Inc.TILECOM4586653040.4<0.1%10,431Reduced−536,278
ResMed Inc.RMDCOM7611521070.4<0.1%1,916Reduced−978
Honeywell International Inc.COM4385161060.4<0.1%1,667Reduced−1,804
Union Pacific CorporationUNPCOM9078181080.4<0.1%1,350Added+2
Navan Inc.NAVNCOM6391931010.4<0.1%16,000New+16,000
Marsh & McLennan Companies, Inc.MRSHCOM5717481020.3<0.1%2,087Unchanged
Churchill Downs IncCHDNCOM1714841080.3<0.1%3,854Reduced−1,048
Calix Inc.CALXCOM13100M5090.3<0.1%8,898Reduced−1,635,391
Yeti Holdings IncYETICOM98585X1040.3<0.1%6,470Reduced−1,394,970
JP Morgan Trust I HEDGED EQUITY ICOM46637K2810.3<0.1%9,225Added+11
Texas Roadhouse IncTXRHCOM8826811090.3<0.1%1,631Reduced−190,962
Invesco QQQ Trust, Series 1 UNIT SER 1COM46090E1030.3<0.1%395Unchanged
Everpure Inc.PCOM74624M1020.3<0.1%3,610Reduced−214,923
UnitedHealth Group Inc.UNHCOM91324P1020.3<0.1%670Reduced−279
Copart IncCPRTCOM2172041060.3<0.1%9,578Reduced−6,707
Northrop Grumman CorporationNOCCOM6668071020.3<0.1%528Added+2
Lowes Companies, Inc.LOWCOM5486611070.3<0.1%1,210Unchanged
The Cooper Companies, Inc.COOCOM2166485010.3<0.1%3,688Reduced−238,407
Broadridge Financial Solutions Inc.BRCOM11133T1030.3<0.1%1,856Reduced−76,531
SPDR Series Trust STATE STREET SPDR S&P AEROSPACE & DEFENSE ETFCOM78464A6310.2<0.1%858New+858
Flex Ltd.COMY2573F1020.2<0.1%1,500New+1,500
Sprouts Farmers Markets IncSFMCOM85208M1020.2<0.1%2,862Reduced−3,636
Saia IncSAIACOM78709Y1050.2<0.1%571Reduced−154
Gallagher Aj &CoAJGCOM3635761090.2<0.1%984Reduced−1,190
Southern Copper CorporationSCCOCOM84265V1050.2<0.1%1,284Reduced−1,230
Tractor Supply CoTSCOCOM8923561060.2<0.1%6,906Reduced−882,121
Old Dominion Freight Line Inc.ODFLCOM6795801000.2<0.1%1,002New+1,002
Roper Technologies IncROPCOM7766961060.2<0.1%627Reduced−403
Vertex Pharmaceuticals IncorporatedVRTXCOM92532F1000.2<0.1%409Reduced−203
Intercontinental Exchange IncICECOM45866F1040.2<0.1%1,630Reduced−350
Vanguard Index Funds SML CP GRW ETFCOM9229085950.1<0.1%72,700Reduced−79,179
iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETFCOM4642898830.1<0.1%63,705Reduced−114,729
Oroco Resources CoORRCFCOM6870331000.0<0.1%21,675Unchanged
Arcellx Inc Contra CVRCOM039CVR0140.00.0%47,651New+47,651

Sold out: 73 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
AAR Corp.AIRCOM0003611050.00.0%0Sold out−46,692
Abbott LaboratoriesABTCOM0028241000.00.0%0Sold out−2,102
Acadia Pharmaceuticals IncACADCOM0042251080.00.0%0Sold out−160,794
Agilysys IncAGYSCOM00847J1050.00.0%0Sold out−5,354
Arcellx IncCOM03940C1000.00.0%0Sold out−47,551
Artivion IncAORTCOM2289031000.00.0%0Sold out−127,103
Asgn IncorporatedEFORCOM00191U1020.00.0%0Sold out−125,326
Azenta IncAZTACOM1143401020.00.0%0Sold out−1,145,635
Box Inc.BOXCOM10316T1040.00.0%0Sold out−12,821
Cadre Holdings Inc.CDRECOM12763L1050.00.0%0Sold out−54,364
Canadian National Railway CompanyCNICOM1363751020.00.0%0Sold out−2,045
Cardinal Infrastructure Group Inc.CDNLCOM14154A1020.00.0%0Sold out−87,372
Casella Waste Systems, Inc.CWSTCOM1474481040.00.0%0Sold out−64,938
Cohen And Steers Inc.CNSCOM19247A1000.00.0%0Sold out−5,319
Dynatrace IncDTCOM2681501090.00.0%0Sold out−1,808,854
Everus Construction Group Inc.ECGCOM3004261030.00.0%0Sold out−9,768
First Advantage Corp NewFACOM31846B1080.00.0%0Sold out−147,666
FirstService Corp.FSVCOM33767E2020.00.0%0Sold out−43,743
First Watch Restaurant Group IncFWRGCOM33748L1010.00.0%0Sold out−140,997
Glaukos Corp.GKOSCOM3773221020.00.0%0Sold out−11,644
Guidewire Software IncGWRECOM40171V1000.00.0%0Sold out−202,874
Hecla Mining CompanyHLCOM4227041060.00.0%0Sold out−206,892
Houlihan Lokey Inc.HLICOM4415931000.00.0%0Sold out−232,980
IES Holdings Inc.IESCCOM44951W1060.00.0%0Sold out−43,513
Impinj IncPICOM4532041090.00.0%0Sold out−17,668
Inmode LimitedCOMM5425M1030.00.0%0Sold out−37,852
Inspire Medical Systems IncINSPCOM4577301090.00.0%0Sold out−15,983
Insulet CorporationPODDCOM45784P1010.00.0%0Sold out−105,228
Intuit IncINTUCOM4612021030.00.0%0Sold out−1,708
Ionis Pharmaceuticals, Inc.IONSCOM4622221000.00.0%0Sold out−3,946
iRhythm Holdings Inc.IRTCCOM4500561060.00.0%0Sold out−16,461
iShares Trust CORE S&P SCP ETFCOM4642878040.00.0%0Sold out−12,158
iShares Trust S&P SML 600 GWTCOM4642878870.00.0%0Sold out−1,827
Kinsale Capital Group IncKNSLCOM49714P1080.00.0%0Sold out−41,883
Kratos Defense & Security Solutions, Inc.KTOSCOM50077B2070.00.0%0Sold out−21,854
Legence Corp.LGNCOM52476L1090.00.0%0Sold out−85,794
Loar Holdings IncLOARCOM53947R1050.00.0%0Sold out−36,701
Marqeta IncCOM57142B1040.00.0%0Sold out−1,260,214
Montrose Environmental Group IncONTCOM6151111010.00.0%0Sold out−49,516
Morningstar IncMORNCOM6177001090.00.0%0Sold out−77,405
Ncino Inc.NCNOCOM63947X1010.00.0%0Sold out−63,968
Neogen CorpNEOGCOM6404911060.00.0%0Sold out−103,635
Palomar Holdings IncPLMRCOM69753M1050.00.0%0Sold out−12,682
Piper Sandler CompaniesPIPRCOM7240782090.00.0%0Sold out−12,180
Planet Fitness Inc.PLNTCOM72703H1010.00.0%0Sold out−38,638
PNC Financial Services Group Inc.PNCCOM6934751050.00.0%0Sold out−1,280
Pool CorporationPOOLCOM73278L1050.00.0%0Sold out−53,196
Praxis Precision Medicines IncPRAXCOM74006W2070.00.0%0Sold out−24,839
Prestige Consumer Healthcare IncPBHCOM74112D1010.00.0%0Sold out−450,200
Progyny IncPGNYCOM74340E1030.00.0%0Sold out−85,912
PTC IncPTCCOM69370C1000.00.0%0Sold out−172,771
Radnet IncRDNTCOM7504911020.00.0%0Sold out−40,631
RXO Inc.RXOCOM74982T1030.00.0%0Sold out−93,297
Select Sector Spdr Trust STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFCOM81369Y8030.00.0%0Sold out−3,960
Semtech CorporationSMTCCOM8168501010.00.0%0Sold out−36,978
Silicon Motion Technology Corp.SIMOCOM82706C1080.00.0%0Sold out−20,674
Siteone Landscape Supply IncSITECOM82982L1030.00.0%0Sold out−19,547
Sitime CorporationSITMCOM82982T1060.00.0%0Sold out−1,593
SPDR Series Trust STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFCOM78464A8050.00.0%0Sold out−6,213
SPS Commerce IncSPSCCOM78463M1070.00.0%0Sold out−174,758
StepStone Group IncSTEPCOM85914M1070.00.0%0Sold out−62,909
Stride IncLRNCOM86333M1080.00.0%0Sold out−36,138
Thermon Group Holdings IncCOM88362T1030.00.0%0Sold out−6,100
T-Mobile US IncTMUSCOM8725901040.00.0%0Sold out−7,338
Truist Financial Corp.TFCCOM89832Q1090.00.0%0Sold out−11,066
Tutor Perini CorporationTPCCOM9011091080.00.0%0Sold out−37,751
Ultragenyx Pharmaceuticals IncRARECOM90400D1080.00.0%0Sold out−44,908
Upstart Holdings IncUPSTCOM91680M1070.00.0%0Sold out−76,407
Veracyte IncVCYTCOM92337F1070.00.0%0Sold out−76,627
Verra Mobility CorporationVRRMCOM92511U1020.00.0%0Sold out−45,393
VSE Corp.VSECCOM9182841000.00.0%0Sold out−15,327
Wingstop IncWINGCOM9741551030.00.0%0Sold out−10,063
Xometry IncXMTRCOM98423F1090.00.0%0Sold out−35,786

Source: SEC EDGAR, Form 13F-HR, accession 0000897378-26-000010 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.