CONGRESS ASSET MANAGEMENT CO
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Arm Holdings PLC | 0 | 409,049 | +409,049 | 0 | 145,036,504 | 0.89% | +145,036,504 |
| Kulicke and Soffa Industries, Inc.(KLIC) | 0 | 878,002 | +878,002 | 0 | 117,441,548 | 0.72% | +117,441,548 |
| Ligand Pharmaceuticals Incorporated(LGND) | 504,637 | 659,911 | +155,274 | 100,750,777 | 208,591,268 | 1.28% | +107,840,491 |
| Mirion Technologies Inc(MIR) | 1,114,061 | 6,685,434 | +5,571,373 | 20,710,394 | 119,869,832 | 0.74% | +99,159,438 |
| MongoDB Inc.(MDB) | 301,897 | 511,227 | +209,330 | 73,895,329 | 171,721,149 | 1.06% | +97,825,820 |
| Amphenol Corporation | 967,292 | 1,220,821 | +253,529 | 122,217,323 | 215,255,165 | 1.32% | +93,037,842 |
| Credo Technology Group Holding Ltd | 357,806 | 458,375 | +100,569 | 33,587,249 | 124,655,081 | 0.77% | +91,067,832 |
| Archrock Inc(AROC) | 0 | 2,213,208 | +2,213,208 | 0 | 90,099,698 | 0.55% | +90,099,698 |
| NVIDIA Corp.(NVDA) | 2,510,028 | 2,627,947 | +117,919 | 437,748,932 | 525,825,910 | 3.24% | +88,076,978 |
| Vericel Corporation(VCEL) | 1,506,918 | 2,916,295 | +1,409,377 | 48,477,552 | 129,745,965 | 0.80% | +81,268,413 |
| UFP Technologies Inc.(UFPT) | 523,438 | 687,439 | +164,001 | 101,337,597 | 182,260,702 | 1.12% | +80,923,105 |
| The Vita Coco Company Inc(COCO) | 0 | 1,207,102 | +1,207,102 | 0 | 79,837,726 | 0.49% | +79,837,726 |
| Texas Instruments Inc.(TXN) | 4,480 | 265,222 | +260,742 | 869,770 | 79,054,663 | 0.49% | +78,184,893 |
| Power Integrations Inc.(POWI) | 0 | 930,059 | +930,059 | 0 | 77,901,769 | 0.48% | +77,901,769 |
| Axon Enterprise Inc(AXON) | 0 | 138,822 | +138,822 | 0 | 77,825,001 | 0.48% | +77,825,001 |
| Coherent Corp(COHR) | 1,200 | 190,782 | +189,582 | 285,852 | 75,257,776 | 0.46% | +74,971,924 |
| Commvault Systems Inc.(CVLT) | 768,646 | 923,066 | +154,420 | 59,869,837 | 130,826,144 | 0.81% | +70,956,307 |
| TG Therapeutics Inc(TGTX) | 2,168,081 | 2,600,123 | +432,042 | 72,023,651 | 142,850,758 | 0.88% | +70,827,107 |
| Micron Technology Inc.(MU) | 0 | 59,538 | +59,538 | 0 | 68,724,118 | 0.42% | +68,724,118 |
| Microsoft Corp.(MSFT) | 638,107 | 815,323 | +177,216 | 236,207,954 | 304,131,894 | 1.87% | +67,923,940 |
| Interactive Brokers Group Inc(IBKR) | 971,529 | 1,527,739 | +556,210 | 65,160,458 | 132,974,371 | 0.82% | +67,813,913 |
| ASML Holding N.V. | 82,626 | 88,265 | +5,639 | 109,134,292 | 175,598,903 | 1.08% | +66,464,611 |
| JFrog Ltd(FROG) | 1,012,858 | 1,241,991 | +229,133 | 47,533,426 | 112,872,142 | 0.69% | +65,338,716 |
| Enpro Inc(NPO) | 398,431 | 433,112 | +34,681 | 99,866,820 | 163,252,745 | 1.00% | +63,385,925 |
| Alphabet Inc.(GOOG) | 1,054,554 | 1,020,191 | -34,363 | 303,247,595 | 364,585,508 | 2.24% | +61,337,913 |
| Visa Inc(V) | 562,093 | 663,519 | +101,426 | 169,887,038 | 227,646,887 | 1.40% | +57,759,849 |
| Moog Inc.(MOG-A) | 402,562 | 406,324 | +3,762 | 117,805,857 | 172,216,289 | 1.06% | +54,410,432 |
| GE Vernova Inc.(GEV) | 198,825 | 192,672 | -6,153 | 173,553,978 | 226,362,918 | 1.39% | +52,808,940 |
| Eli Lilly & Co.(LLY) | 104,102 | 123,060 | +18,958 | 95,750,001 | 147,601,663 | 0.91% | +51,851,662 |
| Apple Inc.(AAPL) | 1,631,485 | 1,609,746 | -21,739 | 414,054,580 | 465,796,217 | 2.87% | +51,741,637 |
| Universal Technical Institute, Inc.(UTI) | 2,152,978 | 3,000,595 | +847,617 | 77,722,506 | 128,335,448 | 0.79% | +50,612,942 |
| Novanta Inc(NOVT) | 909,710 | 973,767 | +64,057 | 107,445,848 | 157,983,958 | 0.97% | +50,538,110 |
| Broadcom Inc(AVGO) | 757,731 | 738,306 | -19,425 | 234,525,414 | 278,895,170 | 1.72% | +44,369,756 |
| Repligen Corporation(RGEN) | 797,867 | 1,012,226 | +214,359 | 94,004,690 | 138,108,115 | 0.85% | +44,103,425 |
| IMAX Corporation | 1,510,375 | 2,537,290 | +1,026,915 | 57,409,354 | 101,136,379 | 0.62% | +43,727,025 |
| LivaNova PLC(LIVN) | 1,274,820 | 1,502,244 | +227,424 | 81,027,559 | 123,529,524 | 0.76% | +42,501,965 |
| Sensient Technologies Corp(SXT) | 848,960 | 930,339 | +81,379 | 73,384,068 | 114,701,532 | 0.71% | +41,317,464 |
| UMB Financial Corp.(UMBF) | 151,351 | 396,647 | +245,296 | 17,070,897 | 56,625,272 | 0.35% | +39,554,375 |
| Roku Inc(ROKU) | 0 | 266,609 | +266,609 | 0 | 36,829,367 | 0.23% | +36,829,367 |
| Datadog Inc(DDOG) | 266,506 | 261,023 | -5,483 | 31,461,033 | 67,959,948 | 0.42% | +36,498,915 |
| Dutch Bros Inc(BROS) | 217,115 | 648,457 | +431,342 | 10,999,046 | 46,565,697 | 0.29% | +35,566,651 |
| Flowserve Corporation(FLS) | 119,957 | 589,829 | +469,872 | 8,818,039 | 43,741,719 | 0.27% | +34,923,680 |
| Affirm Holdings Inc(AFRM) | 9,000 | 426,470 | +417,470 | 412,380 | 34,778,629 | 0.21% | +34,366,249 |
| NVent Electric PLC(NVT) | 1,121,791 | 983,875 | -137,916 | 132,685,437 | 166,875,046 | 1.03% | +34,189,609 |
| Champion Homes Inc.(SKY) | 1,040,888 | 1,212,960 | +172,072 | 77,410,841 | 106,886,035 | 0.66% | +29,475,194 |
| Twilio Inc(TWLO) | 0 | 138,114 | +138,114 | 0 | 28,497,062 | 0.18% | +28,497,062 |
| Solaris Energy Infrastructure Inc(SEI) | 4,147 | 344,935 | +340,788 | 234,347 | 27,753,494 | 0.17% | +27,519,147 |
| Plexus Corp(PLXS) | 19,255 | 103,733 | +84,478 | 3,899,908 | 31,189,401 | 0.19% | +27,289,493 |
| Brinker International, Inc.(EAT) | 615,732 | 685,348 | +69,616 | 87,908,058 | 115,138,464 | 0.71% | +27,230,406 |
| Modine Manufacturing Co.(MOD) | 650,673 | 629,268 | -21,405 | 141,007,346 | 168,027,141 | 1.03% | +27,019,795 |
| Globus Med Inc(GMED) | 0 | 338,625 | +338,625 | 0 | 26,754,761 | 0.16% | +26,754,761 |
| Samsara Inc(IOT) | 0 | 816,215 | +816,215 | 0 | 26,469,852 | 0.16% | +26,469,852 |
| Boot Barn Holdings Inc | 717,574 | 797,619 | +80,045 | 105,024,131 | 131,024,873 | 0.81% | +26,000,742 |
| Marqeta Inc | 0 | 1,592,210 | +1,592,210 | 0 | 25,857,490 | 0.16% | +25,857,490 |
| Atlantic Union Bankshares Corp(AUB) | 2,241,874 | 2,501,164 | +259,290 | 80,124,564 | 105,824,242 | 0.65% | +25,699,678 |
| PJT Partners Inc.(PJT) | 604,352 | 723,474 | +119,122 | 84,440,124 | 109,201,097 | 0.67% | +24,760,973 |
| Viking Holdings Ltd.(VIK) | 847,321 | 827,835 | -19,486 | 62,261,147 | 86,649,489 | 0.53% | +24,388,342 |
| Quanta Services, Inc. | 170,192 | 163,336 | -6,856 | 93,438,656 | 117,608,305 | 0.72% | +24,169,649 |
| Goldman Sachs Group, Inc.(GS) | 189,415 | 182,093 | -7,322 | 160,243,175 | 184,163,119 | 1.13% | +23,919,944 |
| Federal Signal Corp.(FSS) | 642,360 | 726,138 | +83,778 | 69,464,788 | 93,301,431 | 0.57% | +23,836,643 |
| KLA Corp.(KLAC) | 0 | 78,629 | +78,629 | 0 | 23,723,131 | 0.15% | +23,723,131 |
| Ameris Bancorp(ABCB) | 1,095,966 | 1,192,270 | +96,304 | 85,474,396 | 107,614,300 | 0.66% | +22,139,904 |
| Teradyne Inc.(TER) | 108,447 | 107,915 | -532 | 32,150,198 | 52,213,639 | 0.32% | +20,063,441 |
| Monolithic Power Systems Inc.(MPWR) | 83,343 | 80,425 | -2,918 | 91,122,901 | 111,176,480 | 0.68% | +20,053,579 |
| Crane Co.(CR) | 392,121 | 382,910 | -9,211 | 67,052,643 | 85,415,837 | 0.53% | +18,363,194 |
| CSW Industrials Inc.(CSW) | 252,348 | 300,506 | +48,158 | 65,756,869 | 83,630,739 | 0.51% | +17,873,870 |
| Heico Corp(HEI) | 210,300 | 210,755 | +455 | 57,664,375 | 75,068,973 | 0.46% | +17,404,598 |
| Carpenter Technology Corporation(CRS) | 82,938 | 80,779 | -2,159 | 32,690,013 | 49,827,868 | 0.31% | +17,137,855 |
| Qnity Electronics Inc.(Q) | 340,705 | 345,316 | +4,611 | 39,310,504 | 56,393,580 | 0.35% | +17,083,076 |
| Dell Technologies Inc(DELL) | 146,071 | 94,675 | -51,396 | 23,974,639 | 40,848,460 | 0.25% | +16,873,821 |
| Rubrik Inc.(RBRK) | 545,725 | 539,684 | -6,041 | 26,724,153 | 43,325,832 | 0.27% | +16,601,679 |
| JBT Marel Corp.(JBTM) | 557,378 | 604,022 | +46,644 | 71,271,907 | 87,583,171 | 0.54% | +16,311,264 |
| Welltower Inc.(WELL) | 750,200 | 721,601 | -28,599 | 148,321,988 | 163,781,677 | 1.01% | +15,459,689 |
| TransMedics Group Inc.(TMDX) | 0 | 227,834 | +227,834 | 0 | 15,132,734 | 0.09% | +15,132,734 |
| Acm Research Inc(ACMR) | 339,863 | 223,855 | -116,008 | 13,373,609 | 28,404,961 | 0.17% | +15,031,352 |
| Tapestry Inc(TPR) | 568,566 | 650,354 | +81,788 | 80,230,319 | 95,198,798 | 0.59% | +14,968,479 |
| Krystal Biotech Inc(KRYS) | 0 | 40,134 | +40,134 | 0 | 14,916,604 | 0.09% | +14,916,604 |
| Independence Realty Trust Inc(IRT) | 144,897 | 1,002,178 | +857,281 | 2,157,517 | 16,726,359 | 0.10% | +14,568,842 |
| Valmont Industries, Inc.(VMI) | 89,884 | 87,143 | -2,741 | 35,914,827 | 50,333,715 | 0.31% | +14,418,888 |
| Neurocrine Biosciences Inc(NBIX) | 0 | 82,486 | +82,486 | 0 | 13,901,778 | 0.09% | +13,901,778 |
| Caterpillar Inc(CAT) | 43,188 | 41,651 | -1,537 | 30,596,762 | 44,354,551 | 0.27% | +13,757,789 |
| Amneal Pharmaceuticals Inc(AMRX) | 0 | 782,778 | +782,778 | 0 | 13,549,887 | 0.08% | +13,549,887 |
| The Bank of New York Mellon Corp. | 7,632 | 99,908 | +92,276 | 905,360 | 14,447,696 | 0.09% | +13,542,336 |
| Halozyme Therapeutics Inc(HALO) | 1,280,592 | 1,229,106 | -51,486 | 82,764,661 | 96,202,127 | 0.59% | +13,437,466 |
| Lam Research Corporation(LRCX) | 46,281 | 53,337 | +7,056 | 9,888,326 | 23,112,535 | 0.14% | +13,224,209 |
| Kirby Corp(KEX) | 625,542 | 703,728 | +78,186 | 83,122,021 | 95,685,896 | 0.59% | +12,563,875 |
| Entegris Inc(ENTG) | 214,479 | 208,930 | -5,549 | 25,145,468 | 37,578,118 | 0.23% | +12,432,650 |
| Merit Medical Systems Inc.(MMSI) | 1,029,249 | 1,184,337 | +155,088 | 70,946,134 | 82,121,928 | 0.51% | +11,175,794 |
| M/I Homes Inc.(MHO) | 58,649 | 113,355 | +54,706 | 7,181,570 | 18,226,350 | 0.11% | +11,044,780 |
| AeroVironment, Inc. | 392,508 | 495,640 | +103,132 | 71,848,589 | 81,815,295 | 0.50% | +9,966,706 |
| Nomad Foods Ltd.(NOMD) | 421,358 | 1,258,575 | +837,217 | 4,049,247 | 13,781,395 | 0.08% | +9,732,148 |
| Alpha & Omega Semiconductor Ltd.(AOSL) | 0 | 203,460 | +203,460 | 0 | 9,629,762 | 0.06% | +9,629,762 |
| Klaviyo Inc(KVYO) | 0 | 636,230 | +636,230 | 0 | 9,607,073 | 0.06% | +9,607,073 |
| D.R. Horton, Inc.(DHI) | 205,891 | 232,121 | +26,230 | 28,252,390 | 37,807,889 | 0.23% | +9,555,499 |
| Balchem Corp | 445,813 | 502,571 | +56,758 | 75,556,322 | 84,909,414 | 0.52% | +9,353,092 |
| MYR Grp Inc(MYRG) | 97,283 | 73,509 | -23,774 | 27,464,937 | 36,783,904 | 0.23% | +9,318,967 |
| Central Pacific Financial Corp.(CPF) | 0 | 241,153 | +241,153 | 0 | 9,212,045 | 0.06% | +9,212,045 |
| Analog Devices Inc.(ADI) | 82,159 | 88,902 | +6,743 | 26,138,020 | 35,309,260 | 0.22% | +9,171,240 |
| DXP Enterprises Inc.(DXPE) | 0 | 52,592 | +52,592 | 0 | 8,874,374 | 0.05% | +8,874,374 |
| Black Hills Corporation | 111,746 | 219,718 | +107,972 | 7,756,292 | 16,347,019 | 0.10% | +8,590,727 |