CONGRESS ASSET MANAGEMENT CO
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Amphenol Corporation | 288,556 | 968,173 | +679,617 | 28,494,952 | 119,811,398 | 0.80% | +91,316,446 |
| Tapestry Inc(TPR) | 0 | 687,164 | +687,164 | 0 | 77,800,697 | 0.52% | +77,800,697 |
| Arista Networks Inc(ANET) | 1,818,720 | 1,797,696 | -21,024 | 186,073,231 | 261,942,290 | 1.74% | +75,869,059 |
| NVIDIA Corp.(NVDA) | 2,649,792 | 2,635,985 | -13,807 | 418,640,707 | 491,822,055 | 3.27% | +73,181,348 |
| Alphabet Inc.(GOOG) | 1,092,460 | 1,084,088 | -8,372 | 192,524,145 | 263,541,819 | 1.75% | +71,017,674 |
| Cargurus Inc(CARG) | 0 | 1,903,207 | +1,903,207 | 0 | 70,856,397 | 0.47% | +70,856,397 |
| Modine Manufacturing Co.(MOD) | 50,007 | 527,480 | +477,473 | 4,925,690 | 74,986,557 | 0.50% | +70,060,867 |
| Apple Inc.(AAPL) | 1,421,677 | 1,414,488 | -7,189 | 291,685,402 | 360,171,101 | 2.40% | +68,485,699 |
| Viking Holdings Ltd.(VIK) | 0 | 1,046,347 | +1,046,347 | 0 | 65,040,930 | 0.43% | +65,040,930 |
| Quanta Services, Inc. | 47,053 | 196,145 | +149,092 | 17,789,974 | 81,286,621 | 0.54% | +63,496,647 |
| Atlantic Union Bankshares Corp(AUB) | 167,213 | 1,877,188 | +1,709,975 | 5,230,425 | 66,245,962 | 0.44% | +61,015,537 |
| Novanta Inc(NOVT) | 0 | 590,647 | +590,647 | 0 | 59,153,297 | 0.39% | +59,153,297 |
| Rambus Inc.(RMBS) | 1,276,926 | 1,347,185 | +70,259 | 81,748,803 | 140,376,677 | 0.93% | +58,627,874 |
| Credo Technology Group Holding Ltd | 37,896 | 413,818 | +375,922 | 3,508,791 | 60,256,039 | 0.40% | +56,747,248 |
| Palantir Technologies Inc(PLTR) | 67,000 | 357,679 | +290,679 | 9,133,440 | 65,247,803 | 0.43% | +56,114,363 |
| Alnylam Pharmaceuticals Inc.(ALNY) | 0 | 118,800 | +118,800 | 0 | 54,172,800 | 0.36% | +54,172,800 |
| D.R. Horton, Inc.(DHI) | 0 | 295,522 | +295,522 | 0 | 50,082,113 | 0.33% | +50,082,113 |
| Primoris Services Corp.(PRIM) | 796,305 | 796,236 | -69 | 62,064,041 | 109,347,102 | 0.73% | +47,283,061 |
| Sterling Infrastructure Inc(STRL) | 547,688 | 509,344 | -38,344 | 126,368,052 | 173,013,970 | 1.15% | +46,645,918 |
| InterDigital, Inc.(IDCC) | 343,752 | 353,017 | +9,265 | 77,079,402 | 121,871,978 | 0.81% | +44,792,576 |
| Ligand Pharmaceuticals Incorporated(LGND) | 647,941 | 667,311 | +19,370 | 73,657,933 | 118,207,471 | 0.79% | +44,549,538 |
| Toast Inc(TOST) | 0 | 1,216,112 | +1,216,112 | 0 | 44,400,249 | 0.30% | +44,400,249 |
| Broadcom Inc(AVGO) | 737,729 | 737,765 | +36 | 203,354,977 | 243,396,051 | 1.62% | +40,041,074 |
| The TJX Companies Inc.(TJX) | 1,221,560 | 1,244,635 | +23,075 | 150,850,452 | 179,899,562 | 1.20% | +29,049,110 |
| TKO Group Holdings Inc.(TKO) | 450,979 | 545,079 | +94,100 | 82,055,629 | 110,084,100 | 0.73% | +28,028,471 |
| Shopify Inc(SHOP) | 813,858 | 818,187 | +4,329 | 93,878,520 | 121,590,770 | 0.81% | +27,712,250 |
| Motorola Solutions Inc(MSI) | 207,302 | 249,733 | +42,431 | 87,162,199 | 114,200,185 | 0.76% | +27,037,986 |
| O'Reilly Automotive Inc.(ORLY) | 1,580,484 | 1,567,290 | -13,194 | 142,449,063 | 168,969,583 | 1.12% | +26,520,520 |
| Pure Storage Inc(P) | 1,396,861 | 1,252,289 | -144,572 | 80,431,256 | 104,954,341 | 0.70% | +24,523,085 |
| Champion Homes Inc.(SKY) | 735,854 | 923,465 | +187,611 | 46,071,819 | 70,525,022 | 0.47% | +24,453,203 |
| Dell Technologies Inc(DELL) | 1,076,655 | 1,102,753 | +26,098 | 131,997,874 | 156,337,306 | 1.04% | +24,339,432 |
| Boot Barn Holdings Inc | 459,153 | 560,063 | +100,910 | 69,791,256 | 92,813,640 | 0.62% | +23,022,384 |
| Interface, Inc.(TILE) | 2,473,541 | 2,544,381 | +70,840 | 51,771,204 | 73,634,387 | 0.49% | +21,863,183 |
| Goldman Sachs Group, Inc.(GS) | 262,742 | 260,704 | -2,038 | 185,955,581 | 207,611,658 | 1.38% | +21,656,077 |
| NVent Electric PLC(NVT) | 1,384,247 | 1,241,384 | -142,863 | 101,396,092 | 122,450,150 | 0.81% | +21,054,058 |
| Comfort Systems USA Inc.(FIX) | 111,445 | 95,877 | -15,568 | 59,757,719 | 79,115,732 | 0.53% | +19,358,013 |
| Martin Marietta Materials Inc(MLM) | 246,286 | 244,500 | -1,786 | 135,201,231 | 154,103,447 | 1.03% | +18,902,216 |
| Crane NXT Co(CXT) | 1,118,445 | 1,167,160 | +48,715 | 60,284,196 | 78,281,433 | 0.52% | +17,997,237 |
| ACI Worldwide Inc | 1,183,362 | 1,338,179 | +154,817 | 54,328,149 | 70,615,706 | 0.47% | +16,287,557 |
| Welltower OP LLC(WELL) | 578,845 | 588,622 | +9,777 | 88,985,842 | 104,857,105 | 0.70% | +15,871,263 |
| Medpace Holdings Inc.(MEDP) | 57,505 | 64,695 | +7,190 | 18,048,519 | 33,263,581 | 0.22% | +15,215,062 |
| Nova Ltd(NVMI) | 278,638 | 286,076 | +7,438 | 76,681,178 | 91,447,054 | 0.61% | +14,765,876 |
| Calix Inc.(CALX) | 1,417,944 | 1,463,202 | +45,258 | 75,420,441 | 89,796,707 | 0.60% | +14,376,266 |
| Home Depot Inc.(HD) | 393,574 | 391,241 | -2,333 | 144,299,902 | 158,526,990 | 1.05% | +14,227,088 |
| Enpro Inc(NPO) | 341,565 | 350,557 | +8,992 | 65,426,784 | 79,225,956 | 0.53% | +13,799,172 |
| Commvault Systems Inc.(CVLT) | 570,888 | 596,998 | +26,110 | 99,522,905 | 112,701,282 | 0.75% | +13,178,377 |
| JBT Marel Corp.(JBTM) | 444,993 | 466,978 | +21,985 | 53,514,834 | 65,587,123 | 0.44% | +12,072,289 |
| Cyberark Software Ltd. | 294,451 | 272,506 | -21,945 | 119,806,425 | 131,661,514 | 0.88% | +11,855,089 |
| AeroVironment, Inc. | 342,254 | 346,999 | +4,745 | 97,525,277 | 109,266,515 | 0.73% | +11,741,238 |
| ExlService Holdings Inc.(EXLS) | 173,185 | 438,533 | +265,348 | 7,583,771 | 19,308,608 | 0.13% | +11,724,837 |
| Microsoft Corp.(MSFT) | 662,102 | 658,099 | -4,003 | 329,335,923 | 340,862,333 | 2.27% | +11,526,410 |
| PJT Partners Inc.(PJT) | 504,146 | 531,378 | +27,232 | 83,189,088 | 94,441,846 | 0.63% | +11,252,758 |
| Dutch Bros Inc(BROS) | 0 | 213,014 | +213,014 | 0 | 11,149,153 | 0.07% | +11,149,153 |
| Parker-Hannifin Corp.(PH) | 191,151 | 189,825 | -1,326 | 133,513,474 | 143,915,761 | 0.96% | +10,402,287 |
| Repligen Corporation(RGEN) | 152,450 | 218,592 | +66,142 | 18,961,731 | 29,219,193 | 0.19% | +10,257,462 |
| Ameris Bancorp(ABCB) | 943,041 | 969,680 | +26,639 | 61,014,721 | 71,087,227 | 0.47% | +10,072,506 |
| Halozyme Therapeutics Inc(HALO) | 1,835,411 | 1,436,533 | -398,878 | 95,478,080 | 105,355,330 | 0.70% | +9,877,250 |
| Federal Signal Corp.(FSS) | 488,116 | 512,896 | +24,780 | 51,945,305 | 61,029,540 | 0.41% | +9,084,235 |
| iShares Trust RUS MD CP GR ETF | 151,473 | 210,106 | +58,633 | 21,006,276 | 29,921,195 | 0.20% | +8,914,919 |
| Moog Inc.(MOG-A) | 356,045 | 351,226 | -4,819 | 64,433,456 | 72,939,145 | 0.49% | +8,505,689 |
| Hawkins Inc(HWKN) | 119,324 | 137,712 | +18,388 | 16,955,940 | 25,162,738 | 0.17% | +8,206,798 |
| Monolithic Power Systems Inc.(MPWR) | 125,169 | 108,271 | -16,898 | 91,546,005 | 99,678,580 | 0.66% | +8,132,575 |
| PTC Inc(PTC) | 129,358 | 146,492 | +17,134 | 22,293,558 | 29,740,806 | 0.20% | +7,447,248 |
| Valmont Industries, Inc.(VMI) | 66,064 | 74,828 | +8,764 | 21,574,413 | 29,012,953 | 0.19% | +7,438,540 |
| Tractor Supply Co(TSCO) | 1,024,470 | 1,079,186 | +54,716 | 54,061,277 | 61,373,306 | 0.41% | +7,312,029 |
| Eaton Corporation PLC(ETN) | 524,528 | 519,670 | -4,858 | 187,251,280 | 194,486,547 | 1.29% | +7,235,267 |
| Thermo Fisher Scientific Inc(TMO) | 162,498 | 149,885 | -12,613 | 65,886,604 | 72,697,027 | 0.48% | +6,810,423 |
| Oracle Corp.(ORCL) | 107,976 | 106,146 | -1,830 | 23,606,692 | 29,852,407 | 0.20% | +6,245,715 |
| RPC Inc(RES) | 0 | 1,251,826 | +1,251,826 | 0 | 5,958,694 | 0.04% | +5,958,694 |
| Acm Research Inc(ACMR) | 197,176 | 281,923 | +84,747 | 5,106,858 | 11,031,647 | 0.07% | +5,924,789 |
| Vistra Corp(VST) | 0 | 30,202 | +30,202 | 0 | 5,917,176 | 0.04% | +5,917,176 |
| SM Energy Co.(SM) | 1,011,071 | 1,212,775 | +201,704 | 24,983,573 | 30,282,993 | 0.20% | +5,299,420 |
| Hecla Mining Company(HL) | 793,812 | 790,953 | -2,859 | 4,754,934 | 9,570,535 | 0.06% | +4,815,601 |
| Garmin Ltd(GRMN) | 422,509 | 377,431 | -45,078 | 88,186,054 | 92,931,020 | 0.62% | +4,744,966 |
| Caterpillar Inc(CAT) | 54,349 | 54,084 | -265 | 21,098,843 | 25,806,328 | 0.17% | +4,707,485 |
| Alphabet Inc.(GOOG) | 75,130 | 74,025 | -1,105 | 13,327,229 | 18,028,736 | 0.12% | +4,701,507 |
| Lemaitre Vascular Inc.(LMAT) | 673,968 | 692,266 | +18,298 | 55,973,008 | 60,580,220 | 0.40% | +4,607,212 |
| DigitalOcean Holdings Inc(DOCN) | 0 | 132,160 | +132,160 | 0 | 4,514,586 | 0.03% | +4,514,586 |
| Lincoln Electric Holdings Inc.(LECO) | 76,408 | 86,305 | +9,897 | 15,840,984 | 20,353,250 | 0.14% | +4,512,266 |
| iShares Trust RUSEL 2500 ETF | 57,687 | 113,291 | +55,604 | 3,910,025 | 8,352,945 | 0.06% | +4,442,920 |
| TE Connectivity PLC(TEL) | 93,910 | 92,295 | -1,615 | 15,839,811 | 20,261,576 | 0.13% | +4,421,765 |
| Curtiss-Wright Corp.(CW) | 325,778 | 301,259 | -24,519 | 159,158,889 | 163,565,610 | 1.09% | +4,406,721 |
| Entegris Inc(ENTG) | 155,093 | 182,906 | +27,813 | 12,508,236 | 16,911,515 | 0.11% | +4,403,279 |
| Universal Technical Institute, Inc.(UTI) | 1,866,779 | 2,076,255 | +209,476 | 63,265,140 | 67,582,100 | 0.45% | +4,316,960 |
| Asgn Incorporated | 0 | 85,853 | +85,853 | 0 | 4,065,140 | 0.03% | +4,065,140 |
| Western Alliance Bancorp(WAL) | 188,090 | 215,419 | +27,329 | 14,667,241 | 18,681,112 | 0.12% | +4,013,871 |
| Emcor Group Inc(EME) | 238,100 | 201,693 | -36,407 | 127,357,263 | 131,007,516 | 0.87% | +3,650,253 |
| Blue Bird Corp. | 62,178 | 109,034 | +46,856 | 2,683,602 | 6,274,907 | 0.04% | +3,591,305 |
| Bancorp Inc(TBBK) | 222,580 | 217,170 | -5,410 | 12,680,383 | 16,263,861 | 0.11% | +3,583,478 |
| Monster Beverage Corp(MNST) | 52,380 | 100,497 | +48,117 | 3,281,083 | 6,764,453 | 0.05% | +3,483,370 |
| Steris PLC(STE) | 122,943 | 133,224 | +10,281 | 29,533,336 | 32,964,860 | 0.22% | +3,431,524 |
| Helios Technologies Inc(HLIO) | 0 | 58,750 | +58,750 | 0 | 3,062,638 | 0.02% | +3,062,638 |
| IES Holdings Inc.(IESC) | 34,652 | 33,428 | -1,224 | 10,264,962 | 13,292,644 | 0.09% | +3,027,682 |
| Pool Corporation(POOL) | 42,404 | 49,536 | +7,132 | 12,359,877 | 15,359,676 | 0.10% | +2,999,799 |
| JPMorgan Chase & Co.(JPM) | 110,480 | 110,985 | +505 | 32,029,340 | 35,008,029 | 0.23% | +2,978,689 |
| Korn Ferry(KFY) | 0 | 39,089 | +39,089 | 0 | 2,735,448 | 0.02% | +2,735,448 |
| Beacon Financial Corp. | 0 | 113,113 | +113,113 | 0 | 2,681,912 | 0.02% | +2,681,912 |
| Insulet Corporation(PODD) | 79,821 | 89,797 | +9,976 | 25,078,189 | 27,723,055 | 0.18% | +2,644,866 |
| Uber Technologies Inc(UBER) | 1,480,594 | 1,434,568 | -46,026 | 138,139,420 | 140,544,627 | 0.94% | +2,405,207 |
| Alkami Technology Inc.(ALKT) | 181,953 | 315,898 | +133,945 | 5,484,063 | 7,846,906 | 0.05% | +2,362,843 |