CONGRESS ASSET MANAGEMENT CO

13F filer, CIK 897378, BOSTON, MA

CONGRESS ASSET MANAGEMENT CO reported $14,579,177,222 across 382 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 17.59% of the portfolio.

Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC13F-HR 0000897378-25-000005

Period: 2025-06-30
Reported value: $14.6B
Holdings: 382
Top 10 weight: 17.59%
New: 40
Sold out: 23

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ORLYadded	+1,474,068	$133M
EHCnew	+755,862	$92.7M
WELLnew	+578,845	$89M
MSInew	+207,302	$87.2M
NETnew	+430,400	$84.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LLYreduced	-180,874	-$141M
RMDreduced	-484,773	-$125M
TDYreduced	-208,838	-$107M
BKRreduced	-2,482,700	-$95.2M
CPRTreduced	-1,824,004	-$89.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000897378-25-000005, largest first. % of portfolio is the value over $14,579,177,222, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NVDANVIDIA CORPORATION	2,649,792	$419M	2.87%	-20,761	Timeline
MSFTMICROSOFT CORP	662,102	$329M	2.26%	+2,651	Timeline
AAPLAPPLE INC	1,421,677	$292M	2%	-21,001	Timeline
METAMETA PLATFORMS INC	341,294	$252M	1.73%	-3,841	Timeline
OLLIOLLIES BARGAIN OUTLET HLDGS	1,714,761	$226M	1.55%	-113,497	Timeline
COSTCOSTCO WHOLESALE CORPORATION	224,364	$222M	1.52%	-17,262	Timeline
HWMHOWMET AEROSPACE INC	1,149,372	$214M	1.47%	-138,526	Timeline
VVISA INC	582,011	$207M	1.42%	-5,442	Timeline
AVGOBROADCOM INC	737,729	$203M	1.39%	+146,128	Timeline
AMZNAMAZON COM INC	918,286	$201M	1.38%	-7,057	Timeline
GOOGLALPHABET INC	1,092,460	$193M	1.32%	-6,146	Timeline
ETNEATON CORP PLC	524,528	$187M	1.28%	-2,478	Timeline
NFLXNETFLIX INC.	139,607	$187M	1.28%	+1,165	Timeline
ANETARISTA NETWORKS INC	1,818,720	$186M	1.28%	-9,575	Timeline
GSGOLDMAN SACHS GROUP INC	262,742	$186M	1.28%	-2,620	Timeline
BSXBOSTON SCIENTIFIC CORP	1,701,570	$183M	1.25%	-17,258	Timeline
NOWSERVICENOW INC	176,034	$181M	1.24%	-1,125	Timeline
CTASCINTAS CORP	780,515	$174M	1.19%	-23,959	Timeline
DTDYNATRACE INC	3,118,815	$172M	1.18%	+1,082,413	Timeline
ISRGINTUITIVE SURGICAL INC	315,555	$171M	1.18%	+2,847	Timeline
CWCURTISS WRIGHT CORP	325,778	$159M	1.09%	-83,750	Timeline
TJXTJX COS INC NEW	1,221,560	$151M	1.03%	-9,292	Timeline
HDHOME DEPOT INC	393,574	$144M	0.99%	-2,680	Timeline
ORLYOREILLY AUTOMOTIVE INC	1,580,484	$142M	0.98%	+1,474,068	Timeline
SNPSSYNOPSYS INC	273,864	$140M	0.96%	-3,101	Timeline
UBERUBER TECHNOLOGIES INC	1,480,594	$138M	0.95%	+116,348	Timeline
MLMMARTIN MARIETTA MATLS INC	246,286	$135M	0.93%	-7,663	Timeline
ECLECOLAB INC	497,048	$134M	0.92%	-1,835	Timeline
PHPARKER-HANNIFIN CORP	191,151	$134M	0.92%	-457	Timeline
DELLDELL TECHNOLOGIES INC	1,076,655	$132M	0.91%	+211,464	Timeline
AJGGALLAGHER ARTHUR J & CO	401,712	$129M	0.88%	-55,865	Timeline
EMEEMCOR GROUP INC	238,100	$127M	0.87%	-47,589	Timeline
STRLSTERLING INFRASTRUCTURE INC	547,688	$126M	0.87%	+15,490	Timeline
CASYCASEYS GEN STORES INC	238,024	$121M	0.83%	-35,151	Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL	294,451	$120M	0.82%	-38,319
WMBWILLIAMS COS INC	1,890,509	$119M	0.81%	+4,531	Timeline
ELFE L F BEAUTY INC	951,309	$118M	0.81%	+12,339	Timeline
PENPENUMBRA INC	454,699	$117M	0.8%	-91,582	Timeline
PANWPALO ALTO NETWORKS INC	560,896	$115M	0.79%	-7,150	Timeline
RJFRAYMOND JAMES FINL INC	740,953	$114M	0.78%	-112,049	Timeline
CRCRANE COMPANY	595,071	$113M	0.78%	-103,705	Timeline
MCOMOODYS CORP	224,420	$113M	0.77%	-1,092	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	1,906,169	$107M	0.73%	+158,225	Timeline
TTDTHE TRADE DESK INC	1,455,744	$105M	0.72%	-22,326	Timeline
NVTNVENT ELEC PLC	1,384,247	$101M	0.7%	-107,808	Timeline
HEIHEICO CORP NEW	308,457	$101M	0.69%	+242,264	Timeline
BMIBADGER METER INC	407,059	$99.7M	0.68%	+8,471	Timeline
CVLTCOMMVAULT SYS INC	570,888	$99.5M	0.68%	+10,446	Timeline
GWREGUIDEWIRE SOFTWARE INC	416,383	$98M	0.67%	-39,709	Timeline
SFMSPROUTS FMRS MKT INC	592,945	$97.6M	0.67%	-78,872	Timeline
AVAVAEROVIRONMENT INC	342,254	$97.5M	0.67%	-21,062	Timeline
HALOHALOZYME THERAPEUTICS INC	1,835,411	$95.5M	0.65%	-297,296	Timeline
SHOPSHOPIFY INC	813,858	$93.9M	0.64%	+65,663	Timeline
BROBROWN & BROWN INC	840,488	$93.2M	0.64%	-270,233	Timeline
EHCENCOMPASS HEALTH CORP	755,862	$92.7M	0.64%	new	Timeline
DXCMDEXCOM INC	1,052,110	$91.8M	0.63%	-107,637	Timeline
MPWRMONOLITHIC PWR SYS INC	125,169	$91.5M	0.63%	+2,509	Timeline
DSGXDESCARTES SYS GROUP INC	880,804	$89.5M	0.61%	-161,204	Timeline
FICOFAIR ISAAC CORP	48,778	$89.2M	0.61%	+35,272	Timeline
WELLWELLTOWER INC	578,845	$89M	0.61%	new	Timeline
GRMNGARMIN LTD	422,509	$88.2M	0.6%	-18,809	Timeline
MSIMOTOROLA SOLUTIONS INC	207,302	$87.2M	0.6%	new	Timeline
LRNSTRIDE INC	586,715	$85.2M	0.58%	-583,033	Timeline
NETCLOUDFLARE INC	430,400	$84.3M	0.58%	new	Timeline
VRTXVERTEX PHARMACEUTICALS INC	188,004	$83.7M	0.57%	+428	Timeline
PJTPJT PARTNERS INC	504,146	$83.2M	0.57%	+18,571	Timeline
PINSPINTEREST INC	2,301,060	$82.5M	0.57%	new	Timeline
TKOTKO GROUP HOLDINGS INC	450,979	$82.1M	0.56%	new	Timeline
RMBSRAMBUS INC DEL	1,276,926	$81.7M	0.56%	+77,362	Timeline
PBHPRESTIGE CONSMR HEALTHCARE I	1,009,595	$80.6M	0.55%	+18,015	Timeline
PEVERPURE INC	1,396,861	$80.4M	0.55%	-248,041	Timeline
ATRAPTARGROUP INC	512,531	$80.2M	0.55%	-73,907	Timeline
UFPTUFP TECHNOLOGIES INC	327,433	$79.9M	0.55%	+18,038	Timeline
HLIHOULIHAN LOKEY INC	438,060	$78.8M	0.54%	-66,089	Timeline
TXRHTEXAS ROADHOUSE INC	415,455	$77.9M	0.53%	-50,224	Timeline
USFDUS FOODS HLDG CORP	1,003,058	$77.2M	0.53%	-649,747	Timeline
IDCCINTERDIGITAL INC	343,752	$77.1M	0.53%	+4,651	Timeline
NVMINOVA LTD	278,638	$76.7M	0.53%	+3,759	Timeline
CALXCALIX INC	1,417,944	$75.4M	0.52%	+39,447	Timeline
VCELVERICEL CORP	1,742,324	$74.1M	0.51%	+265,606	Timeline
GDDYGODADDY INC	409,838	$73.8M	0.51%	-50,010	Timeline
FASTFASTENAL CO	1,755,545	$73.7M	0.51%	new	Timeline
DECKDECKERS OUTDOOR CORP	715,228	$73.7M	0.51%	+14,306	Timeline
LGNDLIGAND PHARMACEUTICALS INC	647,941	$73.7M	0.51%	+5,229	Timeline
COOCOOPER COS INC	992,933	$70.7M	0.48%	-95,129	Timeline
BOOTBOOT BARN HLDGS INC	459,153	$69.8M	0.48%	+1,478	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	658,811	$68.6M	0.47%	-86,352	Timeline
SXTSENSIENT TECHNOLOGIES CORP	686,737	$67.7M	0.46%	+15,181	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	162,498	$65.9M	0.45%	-5,251	Timeline
NPOENPRO INC	341,565	$65.4M	0.45%	+2,801	Timeline
ITGRINTEGER HLDGS CORP	530,807	$65.3M	0.45%	+8,151	Timeline
BOXBOX INC	1,886,750	$64.5M	0.44%	+40,681	Timeline
MOG-AMOOG INC	356,045	$64.4M	0.44%	+11,643	Timeline
MKTXMARKETAXESS HLDGS INC	286,276	$63.9M	0.44%	-55,462	Timeline
CAVACAVA GROUP INC	751,994	$63.3M	0.43%	+749,544	Timeline
UTIUNIVERSAL TECHNICAL INST INC	1,866,779	$63.3M	0.43%	new	Timeline
PRIMPRIMORIS SVCS CORP	796,305	$62.1M	0.43%	+30,462	Timeline
ABCBAMERIS BANCORP	943,041	$61M	0.42%	+9,548	Timeline
KNFKNIFE RIVER CORP	744,667	$60.8M	0.42%	+10,835	Timeline
CXTCRANE NXT CO	1,118,445	$60.3M	0.41%	+322,033	Timeline
CSWCSW INDUSTRIALS INC	208,459	$59.8M	0.41%	+2,588	Timeline
FIXCOMFORT SYS USA INC	111,445	$59.8M	0.41%	+3,880	Timeline
DDOGDATADOG INC	444,746	$59.7M	0.41%	-81,895	Timeline
MMSIMERIT MED SYS INC	635,089	$59.4M	0.41%	+6,963	Timeline
BCPCBALCHEM CORP	362,125	$57.7M	0.4%	+3,625	Timeline
LMATLEMAITRE VASCULAR INC	673,968	$56M	0.38%	+29,553	Timeline
ACIWACI WORLDWIDE INC	1,183,362	$54.3M	0.37%	+2,523	Timeline
TSCOTRACTOR SUPPLY CO	1,024,470	$54.1M	0.37%	+20,588	Timeline
JBTMJBT MAREL CORPORATION	444,993	$53.5M	0.37%	new	Timeline
FSSFEDERAL SIGNAL CORP	488,116	$51.9M	0.36%	new	Timeline
TILEINTERFACE INC	2,473,541	$51.8M	0.36%	+206,962	Timeline
INSPINSPIRE MED SYS INC	373,347	$48.4M	0.33%	+65,792	Timeline
CNSCOHEN & STEERS INC	634,618	$47.8M	0.33%	-21,779	Timeline
SKYCHAMPION HOMES INC	735,854	$46.1M	0.32%	+74,276	Timeline
POWIPOWER INTEGRATIONS INC	718,673	$40.2M	0.28%	-18,461	Timeline
YETIYETI HLDGS INC	1,237,425	$39M	0.27%	+19,459	Timeline
JPMJPMORGAN CHASE & CO	110,480	$32M	0.22%	-2,262	Timeline
STESTERIS PLC	122,943	$29.5M	0.2%	+1,800	Timeline
CMLIXCONGRESS LARGE CAP GROW-INST	593,361	$29.3M	0.2%	new	Timeline
TRNOTERRENO RLTY CORP	520,356	$29.2M	0.2%	+8,896	Timeline
BJBJS WHSL CLUB HLDGS INC	268,629	$29M	0.2%	+14,406	Timeline
APHAMPHENOL CORP	288,556	$28.5M	0.2%	-18,209	Timeline
FTNTFORTINET INC	263,660	$27.9M	0.19%	-8,762	Timeline
KNSLKINSALE CAP GROUP INC	56,714	$27.4M	0.19%	+1,480	Timeline
ZTSZOETIS INC	173,551	$27.1M	0.19%	-2,164	Timeline
PODDINSULET CORP	79,821	$25.1M	0.17%	+4,382	Timeline
SMSM ENERGY COMPANY	1,011,071	$25M	0.17%	-248,556	Timeline
SYKSTRYKER CORPORATION	60,054	$23.8M	0.16%	-1,743	Timeline
ORCLORACLE CORP	107,976	$23.6M	0.16%	-169	Timeline
PTCPTC INC	129,358	$22.3M	0.15%	+7,435	Timeline
DUOLDUOLINGO INC	52,941	$21.7M	0.15%	+3,254	Timeline
VMIVALMONT INDS INC	66,064	$21.6M	0.15%	+4,019	Timeline
CATCATERPILLAR INC	54,349	$21.1M	0.14%	-22	Timeline
IWPISHARES TR	151,473	$21M	0.14%	-328,097	Timeline
SPSCSPS COMM INC	154,129	$21M	0.14%	-542,668	Timeline
ADIANALOG DEVICES INC	86,522	$20.6M	0.14%	-381	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	81,872	$19.9M	0.14%	-1,096	Timeline
RRCRANGE RES CORP	480,950	$19.6M	0.13%	-142,536	Timeline
ACNACCENTURE PLC IRELAND	65,001	$19.4M	0.13%	-1,743	Timeline
CMECME GROUP INC	68,895	$19M	0.13%	-817	Timeline
MORNMORNINGSTAR INC	60,411	$19M	0.13%	+4,195	Timeline
RGENREPLIGEN CORP	152,450	$19M	0.13%	+23,231	Timeline
BKNGBOOKING HOLDINGS INC	3,205	$18.6M	0.13%	-175	Timeline
LINLINDE PLC	38,513	$18.1M	0.12%	-175	Timeline
MEDPMEDPACE HLDGS INC	57,505	$18M	0.12%	+2,517	Timeline
PWRQUANTA SVCS INC	47,053	$17.8M	0.12%	-95	Timeline
MAMASTERCARD INCORPORATED	31,486	$17.7M	0.12%	-629	Timeline
ALLALLSTATE CORP	86,237	$17.4M	0.12%	-286	Timeline
CSCOCISCO SYS INC	249,867	$17.3M	0.12%	-1,333	Timeline
AMGNAMGEN INC	61,075	$17.1M	0.12%	-1,834	Timeline
HWKNHAWKINS INC	119,324	$17M	0.12%	new	Timeline
CDWCDW CORP	93,050	$16.6M	0.11%	+4,399	Timeline
LECOLINCOLN ELEC HLDGS INC	76,408	$15.8M	0.11%	+4,358	Timeline
TELTE CONNECTIVITY PLC	93,910	$15.8M	0.11%	-554	Timeline
SHWSHERWIN WILLIAMS CO	45,284	$15.5M	0.11%	-2,687	Timeline
IBMINTERNATIONAL BUSINESS MACHS	52,645	$15.5M	0.11%	-671	Timeline
WHDCACTUS INC	351,043	$15.3M	0.11%	+28,576	Timeline
CPRTCOPART INC	311,603	$15.3M	0.1%	-1,824,004	Timeline
CARTMAPLEBEAR INC	332,174	$15M	0.1%	+38,283	Timeline
MCDMCDONALDS CORP	51,269	$15M	0.1%	-301	Timeline
VIRTVIRTU FINL INC	332,341	$14.9M	0.1%	-10,638	Timeline
MYRGMYR GROUP INC	81,127	$14.7M	0.1%	-289	Timeline
WALWESTERN ALLIANCE BANCORP	188,090	$14.7M	0.1%	+16,604	Timeline
CLCOLGATE PALMOLIVE CO	159,548	$14.5M	0.1%	-585	Timeline
NEENEXTERA ENERGY INC	205,142	$14.2M	0.1%	-1,339	Timeline
HLNEHAMILTON LANE INC	100,066	$14.2M	0.1%	+1,118	Timeline
AMEAMETEK INC	77,412	$14M	0.1%	-1,213	Timeline
EOGEOG RES INC	116,723	$14M	0.1%	-70,682	Timeline
CWANCLEARWATER ANALYTICS HLDGS I	636,610	$14M	0.1%	+170,456	Timeline
LLYELI LILLY & CO	17,410	$13.6M	0.09%	-180,874	Timeline
AVYAVERY DENNISON CORP	76,270	$13.4M	0.09%	+3,382	Timeline
GOOGALPHABET INC	75,130	$13.3M	0.09%	-660	Timeline
PATKPATRICK INDS INC	140,309	$12.9M	0.09%	-5,210	Timeline
TROWPRICE T ROWE GROUP INC	133,763	$12.9M	0.09%	+1,367	Timeline
CHHCHOICE HOTELS INTL INC	100,792	$12.8M	0.09%	+6,223	Timeline
UMBFUMB FINL CORP	121,366	$12.8M	0.09%	-2,748	Timeline
TBBKBANCORP INC DEL	222,580	$12.7M	0.09%	-452	Timeline
ENTGENTEGRIS INC	155,093	$12.5M	0.09%	-2,002	Timeline
POOLPOOL CORP	42,404	$12.4M	0.08%	+549	Timeline
GPIGROUP 1 AUTOMOTIVE INC	27,337	$11.9M	0.08%	-897	Timeline
IWFISHARES TR	28,109	$11.9M	0.08%	-94,314	Timeline
SMPLSIMPLY GOOD FOODS CO	377,312	$11.9M	0.08%	+19,018	Timeline
CVXCHEVRON CORPORATION	82,601	$11.8M	0.08%	-433	Timeline
WTFCWINTRUST FINL CORP	91,117	$11.3M	0.08%	-3,028	Timeline
VBKVANGUARD INDEX FDS	38,842	$10.8M	0.07%	-44,506	Timeline
TRMBTRIMBLE INC	138,370	$10.5M	0.07%	-15,266	Timeline
ASMLASML HLDG NV	12,942	$10.4M	0.07%	-161	Timeline
CDNSCADENCE DESIGN SYSTEM INC	33,485	$10.3M	0.07%	-270	Timeline
IESCIES HOLDINGS INC	34,652	$10.3M	0.07%	new	Timeline
HURNHURON CONSULTING GROUP INC	74,111	$10.2M	0.07%	-191	Timeline
WDAYWORKDAY INC	41,521	$9.97M	0.07%	+122	Timeline
MDLZMONDELEZ INTL INC	142,017	$9.58M	0.07%	+2,013	Timeline
PLTRPALANTIR TECHNOLOGIES INC	67,000	$9.13M	0.06%	+7,886	Timeline
Couchbase IncCouchbase Inc	356,564	$8.69M	0.06%	-2,152
CALMCAL MAINE FOODS INC	87,020	$8.67M	0.06%	-4,786	Timeline
CNXCNX RES CORP	255,362	$8.6M	0.06%	-2,003	Timeline
BOHBANK OF HI CORP	120,176	$8.12M	0.06%	+96	Timeline
HEHAWAIIAN ELEC INDS INC MTN B	761,375	$8.09M	0.06%	-2,002	Timeline
OKTAOKTA INC	80,238	$8.02M	0.06%	-527	Timeline
BKRBAKER HUGHES COMPANY	208,242	$7.98M	0.05%	-2,482,700	Timeline
NSSCNAPCO SEC TECHNOLOGIES INC	262,494	$7.79M	0.05%	-16,302	Timeline
TDSTELEPHONE & DATA SYS INC	217,123	$7.73M	0.05%	-76	Timeline
STAGSTAG INDUSTRIAL INC	211,165	$7.66M	0.05%	+1,518	Timeline
SIGISELECTIVE INS GROUP INC	87,835	$7.61M	0.05%	+70	Timeline
EXLSEXLSERVICE HLDGS INC	173,185	$7.58M	0.05%	new	Timeline
THGHANOVER INS GROUP INC	44,215	$7.51M	0.05%	+3	Timeline
HQYHEALTHEQUITY INC	68,241	$7.15M	0.05%	-12	Timeline
FNBF N B CORP	479,804	$7M	0.05%	+44	Timeline
BKUBANKUNITED INC	195,492	$6.96M	0.05%	+2	Timeline
GPORGULFPORT ENERGY CORP	34,324	$6.9M	0.05%	new	Timeline
WAFDWAFD INC	225,798	$6.61M	0.05%	+142	Timeline
MQMARQETA INC	1,131,087	$6.59M	0.05%	-43	Timeline
NOMDNOMAD FOODS LTD	374,145	$6.36M	0.04%	-1,571	Timeline
PCHPOTLATCHDELTIC CORP	160,984	$6.18M	0.04%	+3,801	Timeline
CWENCLEARWAY ENERGY INC	192,426	$6.16M	0.04%	-9,185	Timeline
ACVAACV AUCTIONS INC	377,063	$6.12M	0.04%	-1,574	Timeline
PGPROCTER & GAMBLE CO	37,649	$6M	0.04%	-2,232	Timeline
GTYGETTY RLTY CORP NEW	216,649	$5.99M	0.04%	-9,076	Timeline
WINAWINMARK CORP	15,734	$5.94M	0.04%	-34	Timeline
CNOCNO FINL GROUP INC	149,434	$5.77M	0.04%	-7,895	Timeline
SEISOLARIS ENERGY INFRAS INC	202,041	$5.72M	0.04%	+786	Timeline
ALKTALKAMI TECHNOLOGY INC	181,953	$5.48M	0.04%	new	Timeline
APLEAPPLE HOSPITALITY REIT INC	466,981	$5.45M	0.04%	-407	Timeline
XOMEXXON MOBIL CORP	50,441	$5.44M	0.04%	-2,234	Timeline
MHOM/I HOMES INC	48,491	$5.44M	0.04%	-58	Timeline
BKHBLACK HILLS CORP	93,692	$5.26M	0.04%	-445	Timeline
AUBATLANTIC UN BANKSHARES CORP	167,213	$5.23M	0.04%	new	Timeline
PORPORTLAND GEN ELEC CO	127,598	$5.18M	0.04%	-131	Timeline
CCJCAMECO CORP	69,491	$5.16M	0.04%	new	Timeline
ACMRACM RESH INC	197,176	$5.11M	0.04%	new	Timeline
AMALAMALGAMATED FINANCIAL CORP	159,189	$4.97M	0.03%	+205	Timeline
LCIILCI INDS	54,282	$4.95M	0.03%	-3,022	Timeline
MODMODINE MFG CO	50,007	$4.93M	0.03%	-2,363	Timeline
TCBITEXAS CAP BANCSHARES INC	61,880	$4.91M	0.03%	+64	Timeline
BWXTBWX TECHNOLOGIES INC	33,691	$4.85M	0.03%	new	Timeline
HLHECLA MINING COMPANY	793,812	$4.75M	0.03%	-1,194	Timeline
DHTDHT HOLDINGS INC	431,295	$4.66M	0.03%	+308	Timeline
SRSPIRE INC	60,891	$4.44M	0.03%	-50	Timeline
ATECALPHATEC HLDGS INC	388,135	$4.31M	0.03%	-44,777	Timeline
OZKBANK OZK LITTLE ROCK ARK	85,702	$4.03M	0.03%	+23,350	Timeline
HIWHIGHWOODS PPTYS INC	128,713	$4M	0.03%	-7,550	Timeline
SMMDISHARES TR	57,687	$3.91M	0.03%	-119,384	Timeline
CENXCENTURY ALUM CO	216,924	$3.91M	0.03%	-19	Timeline
WERNWERNER ENTERPRISES INC	141,993	$3.88M	0.03%	-292,779	Timeline
CLSKCLEANSPARK INC	349,916	$3.86M	0.03%	-25	Timeline
ACHCACADIA HEALTHCARE COMPANY IN	170,037	$3.86M	0.03%	-3,480	Timeline
AMLPALPS ETF TR	75,653	$3.7M	0.03%	-6,995	Timeline
BDNBRANDYWINE RLTY TR	835,340	$3.58M	0.02%	-49,414	Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDI	37,896	$3.51M	0.02%	new	Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICS	72,851	$3.44M	0.02%	+121	Timeline
VWOVANGUARD INTL EQUITY INDEX F	68,782	$3.4M	0.02%	-1,851	Timeline
CMCCOMMERCIAL METALS CO	68,850	$3.37M	0.02%	+69	Timeline
CRSPCRISPR THERAPEUTICS AG	68,404	$3.33M	0.02%	+102	Timeline
MNSTMONSTER BEVERAGE CORP NEW	52,380	$3.28M	0.02%	new	Timeline
TALOTALOS ENERGY INC	384,387	$3.26M	0.02%	+31	Timeline
AVAAVISTA CORP	85,294	$3.24M	0.02%	+94	Timeline
ADBEADOBE INC	8,361	$3.23M	0.02%	-7,631	Timeline
EQIXEQUINIX INC	4,014	$3.19M	0.02%	-13	Timeline
ANGLVANECK ETF TRUST	106,124	$3.11M	0.02%	-9,615	Timeline
FHIFEDERATED HERMES INC	69,616	$3.09M	0.02%	+18,334	Timeline
CPCANADIAN PACIFIC KANSAS CITY	38,029	$3.01M	0.02%	-84	Timeline
MTDRMATADOR RES CO	61,865	$2.95M	0.02%	-5,667	Timeline
PFFISHARES TR	93,529	$2.87M	0.02%	-8,427	Timeline
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL	267,456	$2.82M	0.02%	-301
USRTISHARES TR	48,525	$2.74M	0.02%	-4,373	Timeline
URIUNITED RENTALS INC	3,568	$2.69M	0.02%	+70	Timeline
BLBDBLUE BIRD CORP	62,178	$2.68M	0.02%	new	Timeline
INTUINTUIT	3,229	$2.54M	0.02%	-14,021	Timeline
CAMLPROFESIONALLY MANAGED PORTFO	67,499	$2.48M	0.02%	new	Timeline
POWLPOWELL INDS INC	11,657	$2.45M	0.02%	new	Timeline
EFAISHARES TR	27,211	$2.43M	0.02%	+605	Timeline
Congress Mid Cap Growth Fun…Congress Mid Cap Growth Fund Inst…	107,760	$2.42M	0.02%	new
IRTINDEPENDENCE RLTY TR INC	134,155	$2.37M	0.02%	-94	Timeline
DRIDARDEN RESTAURANTS INC	10,728	$2.34M	0.02%	-2,542	Timeline
IDAIDACORP INC	19,780	$2.28M	0.02%	+13	Timeline
FCNFTI CONSULTING INC	14,121	$2.28M	0.02%	-3,175	Timeline
CVICVR ENERGY INC	84,479	$2.27M	0.02%	-57	Timeline
DVAXDYNAVAX TECHNOLOGIES CORP	227,915	$2.26M	0.02%	+393	Timeline
ADSKAUTODESK INC	7,205	$2.23M	0.02%	0	Timeline
WMTWALMART INC	22,422	$2.19M	0.02%	-1,056	Timeline
PLXSPLEXUS CORP	16,157	$2.19M	0.01%	+24	Timeline
EVHEVOLENT HEALTH INC	187,762	$2.11M	0.01%	-140	Timeline
CSMDPROFESIONALLY MANAGED PORTFO	67,059	$2.09M	0.01%	new	Timeline
APDAIR PRODUCTS AND CHEMICALS I	7,293	$2.06M	0.01%	-1,208	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,259	$2.01M	0.01%	-1,986	Timeline
AOKISHARES TR	50,155	$1.96M	0.01%	-109,010	Timeline
VUGVANGUARD INDEX FDS	4,390	$1.92M	0.01%	+1,919	Timeline
MSMORGAN STANLEY	13,557	$1.91M	0.01%	-876	Timeline
TMUST-MOBILE US INC	7,988	$1.9M	0.01%	-380	Timeline
HONHONEYWELL INTL INC	8,114	$1.89M	0.01%	-483	Timeline
LUMNLUMEN TECHNOLOGIES INC	415,367	$1.82M	0.01%	-2,115	Timeline
VSSVANGUARD INTL EQUITY INDEX F	13,003	$1.75M	0.01%	-530	Timeline
MTHMERITAGE HOMES CORP	26,075	$1.75M	0.01%	-104	Timeline
ACLXARCELLX INC	25,209	$1.66M	0.01%	+102	Timeline
AAXJISHARES TR	19,944	$1.65M	0.01%	-1,183	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	122,637	$1.6M	0.01%	-4,853	Timeline
TDYTELEDYNE TECHNOLOGIES INC	2,917	$1.49M	0.01%	-208,838	Timeline
PAVEGLOBAL X FDS	34,221	$1.49M	0.01%	-1,378	Timeline
TXNTEXAS INSTRS INC	7,091	$1.47M	0.01%	+1	Timeline
NXPINXP SEMICONDUCTORS N V	6,683	$1.46M	0.01%	-1,054	Timeline
KOCOCA COLA CO	20,318	$1.44M	0.01%	-343	Timeline
IJRISHARES TR	12,657	$1.38M	0.01%	-868	Timeline
IDXXIDEXX LABS INC	2,524	$1.35M	0.01%	-43	Timeline
GDGENERAL DYNAMICS CORP	4,585	$1.34M	0.01%	-5	Timeline
VOTVANGUARD INDEX FDS	4,625	$1.32M	0.01%	+2,165	Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	5,325	$1.29M	0.01%	-5,494	Timeline
RMDRESMED INC	4,990	$1.29M	0.01%	-484,773	Timeline
PGRPROGRESSIVE CORP	4,785	$1.28M	0.01%	-100	Timeline
SPGIS&P GLOBAL INC	2,421	$1.28M	0.01%	0	Timeline
MRVLMARVELL TECHNOLOGY INC	15,325	$1.19M	0.01%	new	Timeline
TNGXTANGO THERAPEUTICS INC	227,194	$1.16M	0.01%	-167	Timeline
CRMSALESFORCE INC	4,111	$1.12M	0.01%	-301,974	Timeline
VRTVERTIV HOLDINGS CO	8,674	$1.11M	0.01%	-48	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,605	$1.11M	0.01%	-50	Timeline
Congress Small Cap Growth F…Congress Small Cap Growth Fund	21,205	$1.01M	0.01%	new
VOOVANGUARD INDEX FDS	1,711	$972K	0.01%	0	Timeline
ABBVABBVIE INC	5,156	$957K	0.01%	-197	Timeline
ROPROPER TECHNOLOGIES INC	1,677	$951K	0.01%	-242	Timeline
NTAPNETAPP INC	8,638	$920K	0.01%	new	Timeline
TREELENDINGTREE INC	24,719	$916K	0.01%	+75	Timeline
ROKROCKWELL AUTOMATION INC	2,702	$897K	0.01%	0	Timeline
CHDCHURCH & DWIGHT CO INC	9,332	$897K	0.01%	-12,839	Timeline
MARMARRIOTT INTL INC NEW	3,277	$895K	0.01%	0	Timeline
DEDEERE & CO	1,639	$833K	0.01%	-44	Timeline
TFCTRUIST FINL CORP	18,848	$810K	0.01%	-10,455	Timeline
IVVISHARES TR	1,301	$808K	0.01%	-3,265	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,356	$768K	0.01%	+727	Timeline
Congress Large Cap Growth F…Congress Large Cap Growth Fund - …	14,958	$732K	0.01%	new
JNJJOHNSON & JOHNSON	4,648	$710K	<0.01%	-111	Timeline
BNYBANK OF NY MELLON CORP	7,632	$695K	<0.01%	0	Timeline
UNHUNITEDHEALTH GROUP INC	2,202	$687K	<0.01%	-1,501	Timeline
CHDNCHURCHILL DOWNS INC	6,605	$667K	<0.01%	0	Timeline
HPQHP INC	25,410	$622K	<0.01%	new	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,250	$607K	<0.01%	0	Timeline
SOSOUTHERN CO	6,533	$600K	<0.01%	-325	Timeline
MRKMERCK & CO INC	7,321	$580K	<0.01%	-138,113	Timeline
IWMISHARES TR	2,650	$572K	<0.01%	new	Timeline
Victory 500 Index Reward FdVictory 500 Index Reward Fd	7,114	$552K	<0.01%	new
RLAYRELAY THERAPEUTICS INC	156,700	$542K	<0.01%	+498	Timeline
IWOISHARES TR	1,894	$541K	<0.01%	-5,698	Timeline
ITWILLINOIS TOOL WKS INC	2,172	$537K	<0.01%	-39	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	2,760	$506K	<0.01%	-50	Timeline
XLKSELECT SECTOR SPDR TR	1,980	$501K	<0.01%	0	Timeline
AMATAPPLIED MATLS INC	2,723	$498K	<0.01%	new	Timeline
QLYSQUALYS INC	3,411	$487K	<0.01%	-5,534	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	2,803	$459K	<0.01%	-3,642	Timeline
GNRCGENERAC HLDGS INC	3,190	$457K	<0.01%	+200	Timeline
MRSHMARSH & MCLENNAN COS INC	2,087	$456K	<0.01%	0	Timeline
FXIISHARES TR	11,914	$438K	<0.01%	0	Timeline
ONTOONTO INNOVATION INC	4,233	$427K	<0.01%	-448,660	Timeline
TSLATESLA INC	1,315	$418K	<0.01%	+100	Timeline
UNPUNION PAC CORP	1,673	$385K	<0.01%	+3	Timeline
WSMWILLIAMS SONOMA INC	2,338	$382K	<0.01%	-3,805	Timeline
IJKISHARES TR	4,181	$380K	<0.01%	-25,318	Timeline
ABTABBOTT LABORATORIES	2,782	$378K	<0.01%	-747	Timeline
DFA US CORE EQUITY 1 IDFA US CORE EQUITY 1 I	8,266	$373K	<0.01%	new
LRCXLAM RESEARCH CORP	3,788	$369K	<0.01%	+14	Timeline
SAIASAIA INC	1,321	$362K	<0.01%	-220,686	Timeline
SLBSLB LIMITED	10,400	$352K	<0.01%	0	Timeline
MUBISHARES TR	3,364	$351K	<0.01%	new	Timeline
TERTERADYNE INC	3,860	$347K	<0.01%	0	Timeline
BDXBECTON DICKINSON & CO	2,005	$345K	<0.01%	+113	Timeline
FCXFREEPORT MCMORAN INC	7,933	$344K	<0.01%	-1,440	Timeline
FNFABRINET	1,120	$330K	<0.01%	-4,533	Timeline
JHEQXJPMORGAN HEDGED EQUITY I	9,173	$304K	<0.01%	new	Timeline
NOCNORTHROP GRUMMAN CORP	599	$299K	<0.01%	-97	Timeline
VRSKVERISK ANALYTICS INC	925	$288K	<0.01%	0	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	233	$274K	<0.01%	-434	Timeline
LOWLOWES COS INC	1,210	$268K	<0.01%	-28	Timeline
WTSWATTS WATER TECHNOLOGIES INC	1,082	$266K	<0.01%	-4,070	Timeline
SSDSIMPSON MFG INC	1,684	$262K	<0.01%	-5	Timeline
SCCOSOUTHERN COPPER CORP	2,515	$254K	<0.01%	-67	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	1,546	$251K	<0.01%	-461	Timeline
CNICANADIAN NATL RY CO	2,405	$250K	<0.01%	0	Timeline
PNCPNC FINL SVCS GROUP INC	1,280	$239K	<0.01%	-2	Timeline
QQQINVESCO QQQ TR	422	$233K	<0.01%	-16	Timeline
CRTOCRITEO S A	9,689	$232K	<0.01%	-1,400,875	Timeline
AZEK CO INCAZEK CO INC	4,123	$224K	<0.01%	-423,076
ANSYS INCANSYS INC	605	$212K	<0.01%	new
AMTAMERICAN TOWER CORP	933	$206K	<0.01%	0	Timeline
SCHWAB FUNDS TREAS OBLISCHWAB FUNDS TREAS OBLI	184,623	$185K	<0.01%	new
ORRCFOROCO RESOURCE CORP ORDINARY S	21,675	$4.52K	<0.01%	0	Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WSTWEST PHARMACEUTICAL SVSC INC	253,252	$56.7M	shares
OIIOCEANEERING INTL INC	1,790,545	$39.1M	shares
MLIMUELLER INDS INC	192,542	$14.7M	shares
SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC	178,400	$4.99M	shares
KLICKULICKE & SOFFA INDS INC	139,903	$4.61M	shares
JELDJELD-WEN HLDG INC	317,094	$1.89M	shares
SGOVISHARES TR	15,619	$1.57M	shares
HASIHA SUSTAINABLE INFRA CAP INC	39,605	$1.16M	shares
HUBSHUBSPOT INC	1,533	$876K	shares
FDSFACTSET RESH SYS INC	1,691	$769K	shares
PAYCPAYCOM SOFTWARE INC	3,383	$739K	shares
CRLCHARLES RIV LABS INTL INC	2,879	$433K	shares
ABGASBURY AUTOMOTIVE GROUP INC	1,865	$412K	shares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION	12,776	$381K	shares
CIENCIENA CORP	6,293	$380K	shares
PEPPEPSICO INC	2,491	$373K	shares
ULTAULTA BEAUTY INC	973	$357K	shares
VVVVALVOLINE INC	8,798	$306K	shares
WFRDWEATHERFORD INTL PLC	5,619	$301K	shares
NBIXNEUROCRINE BIOSCIENCES INC	2,363	$261K	shares
AEOAMERICAN EAGLE OUTFITTERS IN	21,230	$247K	shares
THRTHERMON GROUP HLDGS INC	7,895	$220K	shares
DHRDANAHER CORP DEL	1,031	$211K	shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000897378-25-000005	base		2025-07-16	acceptance time not in the bulk data set	2026-10-07 18:23:11 UTC