Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
CONGRESS ASSET MANAGEMENT CO
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$14.0B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
417
positionsALL retained default holdings for this (filer, period), including NULL-value ones
60
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
24
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
NVIDIA Corp. COMposition key pos:16535 · issuer key iss:1593 | trim | −$35.4M | −27,044 | $473M | $438M | 2,537,072 | 2,510,028 | |
Apple Inc. COMposition key pos:14088 · issuer key iss:219 | trim | −$32.8M | −12,072 | $447M | $414M | 1,643,557 | 1,631,485 | |
Alphabet Inc. COMposition key pos:16029 · issuer key iss:152 | trim | −$30.6M | −11,960 | $334M | $303M | 1,066,514 | 1,054,554 | |
Microsoft Corp. COMposition key pos:12680 · issuer key iss:1473 | trim | −$74.8M | −4,999 | $311M | $236M | 643,106 | 638,107 | |
Broadcom Inc COMposition key pos:13695 · issuer key iss:441 | add | −$18.6M | +26,381 | $253M | $235M | 731,350 | 757,731 | |
Costco Wholesale Corporation COMposition key pos:12889 · issuer key iss:669 | trim | +$27.7M | −1,451 | $188M | $215M | 217,475 | 216,024 | |
Arista Networks Inc COMposition key pos:12430 · issuer key iss:244 | trim | −$17.6M | −25,449 | $230M | $213M | 1,758,303 | 1,732,854 | |
Sterling Infrastructure Inc COMposition key pos:18660 · issuer key iss:2042 | add | +$58.8M | +27,898 | $144M | $202M | 469,200 | 497,098 | |
The TJX Companies Inc. COMposition key pos:18816 · issuer key iss:2073 | trim | +$4.4M | −19,000 | $188M | $192M | 1,222,988 | 1,203,988 | |
Amazon.com, Inc. COMposition key pos:15054 · issuer key iss:159 | trim | −$21.3M | −4,182 | $209M | $188M | 907,302 | 903,120 | |
Howmet Aerospace Inc COMposition key pos:15311 · issuer key iss:1130 | trim | +$18.3M | −9,613 | $165M | $184M | 806,017 | 796,404 | |
Eaton Corporation PLC COMposition key pos:18756 · issuer key iss:2493 | trim | +$18.3M | −4,402 | $162M | $180M | 508,130 | 503,728 | |
Meta Platforms Inc COMposition key pos:12241 · issuer key iss:891 | trim | −$27.8M | −1,611 | $202M | $174M | 305,525 | 303,914 | |
GE Vernova Inc. COMposition key pos:18297 · issuer key iss:993 | add | +$48.3M | +7,163 | $125M | $174M | 191,662 | 198,825 | |
Visa Inc COMposition key pos:13716 · issuer key iss:2278 | trim | −$29.2M | −5,615 | $199M | $170M | 567,708 | 562,093 | |
Goldman Sachs Group, Inc. COMposition key pos:12796 · issuer key iss:1024 | trim | −$65.1M | −66,900 | $225M | $160M | 256,315 | 189,415 | |
Curtiss-Wright Corp. COMposition key pos:18894 · issuer key iss:698 | trim | +$6.4M | −42,050 | $149M | $155M | 269,885 | 227,835 | |
Welltower Inc. COMposition key pos:12026 · issuer key iss:2319 | trim | +$8.5M | −3,130 | $140M | $148M | 753,330 | 750,200 | |
TKO Group Holdings Inc. COMposition key pos:16623 · issuer key iss:2074 | add | +$32.5M | +180,876 | $114M | $147M | 546,930 | 727,806 | |
Intuitive Surgical Inc. COMposition key pos:17712 · issuer key iss:1213 | trim | −$34.1M | −2,121 | $178M | $144M | 314,531 | 312,410 | |
Parker-Hannifin Corp. COMposition key pos:10968 · issuer key iss:1677 | trim | −$21.3M | −27,185 | $164M | $143M | 186,361 | 159,176 | |
Modine Manufacturing Co. COMposition key pos:11270 · issuer key iss:1491 | add | +$65.1M | +81,820 | $75.9M | $141M | 568,853 | 650,673 | |
O'Reilly Automotive Inc. COMposition key pos:12254 · issuer key iss:1601 | trim | +$541K | −12,456 | $140M | $141M | 1,537,113 | 1,524,657 | |
Martin Marietta Materials Inc COMposition key pos:14465 · issuer key iss:1428 | trim | −$9.1M | −1,663 | $149M | $140M | 239,634 | 237,971 | |
NVent Electric PLC COMposition key pos:13754 · issuer key iss:2582 | trim | +$14.7M | −35,208 | $118M | $133M | 1,156,999 | 1,121,791 | |
Williams Companies Inc. (The) COMposition key pos:16453 · issuer key iss:2336 | trim | +$21.5M | −25,097 | $111M | $132M | 1,844,968 | 1,819,871 | |
Ecolab Inc. COMposition key pos:17621 · issuer key iss:793 | trim | −$386K | −7,794 | $127M | $126M | 482,232 | 474,438 | |
Amphenol Corporation COMposition key pos:16124 · issuer key iss:197 | add | −$7.9M | +4,731 | $130M | $122M | 962,561 | 967,292 | |
Moog Inc. COMposition key pos:17644 · issuer key iss:1504 | add | +$28.6M | +36,154 | $89.2M | $118M | 366,408 | 402,562 | |
Primoris Services Corp. COMposition key pos:13463 · issuer key iss:1754 | add | +$15.8M | +2,826 | $101M | $117M | 815,270 | 818,096 | |
InterDigital, Inc. COMposition key pos:17459 · issuer key iss:1199 | add | +$4.8M | +34,817 | $112M | $117M | 351,196 | 386,013 | |
Rambus Inc. COMposition key pos:18571 · issuer key iss:1800 | trim | −$19.8M | −134,637 | $130M | $110M | 1,410,615 | 1,275,978 | |
ASML Holding N.V. COMposition key pos:12478 · issuer key iss:2693 | add | +$95.3M | +69,686 | $13.8M | $109M | 12,940 | 82,626 | |
Novanta Inc COMposition key pos:15687 · issuer key iss:1588 | add | +$34.6M | +297,732 | $72.8M | $107M | 611,978 | 909,710 | |
Hilton Worldwide Holdings Inc COMposition key pos:12374 · issuer key iss:1120 | new | +$107M | +352,636 | $0 | $107M | — | 352,636 | |
Boot Barn Holdings Inc COMposition key pos:11716 · issuer key iss:415 | add | −$4.8M | +95,161 | $110M | $105M | 622,413 | 717,574 | |
Penumbra Inc. COMposition key pos:11227 · issuer key iss:1698 | trim | −$14.7M | −65,013 | $119M | $104M | 382,350 | 317,337 | |
Nova Ltd COMposition key pos:14154 · issuer key iss:2687 | trim | +$8.4M | −51,567 | $95.7M | $104M | 291,275 | 239,708 | |
Boston Scientific Corporation COMposition key pos:14974 · issuer key iss:423 | trim | −$55.1M | −20,473 | $157M | $102M | 1,649,958 | 1,629,485 | |
UFP Technologies Inc. COMposition key pos:15768 · issuer key iss:2183 | add | +$3.4M | +82,316 | $97.9M | $101M | 441,122 | 523,438 | |
Ligand Pharmaceuticals Incorporated COMposition key pos:13455 · issuer key iss:1350 | add | +$10.0M | +24,574 | $90.8M | $101M | 480,063 | 504,637 | |
Uber Technologies Inc COMposition key pos:13563 · issuer key iss:2188 | trim | −$16.9M | −39,731 | $117M | $100M | 1,436,270 | 1,396,539 | |
Enpro Inc COMposition key pos:13829 · issuer key iss:825 | add | +$19.3M | +22,159 | $80.6M | $99.9M | 376,272 | 398,431 | |
Thermo Fisher Scientific Inc COMposition key pos:16012 · issuer key iss:2132 | trim | −$22.6M | −8,690 | $121M | $98.4M | 208,978 | 200,288 | |
Eli Lilly & Co. COMposition key pos:16757 · issuer key iss:1353 | add | +$80.9M | +90,285 | $14.8M | $95.8M | 13,817 | 104,102 | |
Alnylam Pharmaceuticals Inc. COMposition key pos:16018 · issuer key iss:150 | add | −$12.5M | +16,500 | $107M | $94.5M | 269,239 | 285,739 | |
Repligen Corporation COMposition key pos:13464 · issuer key iss:1834 | add | −$28.3M | +51,561 | $122M | $94.0M | 746,306 | 797,867 | |
Shopify Inc COMposition key pos:19110 · issuer key iss:1965 | trim | −$35.2M | −10,326 | $129M | $93.9M | 802,316 | 791,990 | |
IDEXX Laboratories Inc. COMposition key pos:17269 · issuer key iss:1161 | add | −$10.5M | +12,778 | $104M | $93.7M | 153,908 | 166,686 | |
Quanta Services, Inc. COMposition key pos:14199 · issuer key iss:1790 | trim | +$18.4M | −7,492 | $75.0M | $93.4M | 177,684 | 170,192 | |
Moodys Corp. COMposition key pos:17406 · issuer key iss:1503 | trim | −$18.2M | −4,398 | $111M | $93.1M | 217,729 | 213,331 | |
Monolithic Power Systems Inc. COMposition key pos:15750 · issuer key iss:1498 | trim | +$8.9M | −7,343 | $82.2M | $91.1M | 90,686 | 83,343 | |
Lemaitre Vascular Inc. COMposition key pos:14860 · issuer key iss:1338 | add | +$31.7M | +102,198 | $59.4M | $91.1M | 732,331 | 834,529 | |
Brinker International, Inc. COMposition key pos:14105 · issuer key iss:433 | add | +$7.4M | +54,707 | $80.5M | $87.9M | 561,025 | 615,732 | |
Casey'S General Stores Inc. COMposition key pos:14845 · issuer key iss:534 | trim | +$14.7M | −11,011 | $71.7M | $86.4M | 129,701 | 118,690 | |
Ameris Bancorp COMposition key pos:13809 · issuer key iss:190 | add | +$11.4M | +99,180 | $74.0M | $85.5M | 996,786 | 1,095,966 | |
Servicenow Inc COMposition key pos:14558 · issuer key iss:1958 | trim | −$44.5M | −31,606 | $130M | $85.3M | 847,477 | 815,871 | |
PJT Partners Inc. COMposition key pos:12969 · issuer key iss:1655 | add | −$13.2M | +20,426 | $97.6M | $84.4M | 583,926 | 604,352 | |
Kirby Corp COMposition key pos:16514 · issuer key iss:1289 | add | +$24.7M | +95,640 | $58.4M | $83.1M | 529,902 | 625,542 | |
Halozyme Therapeutics Inc COMposition key pos:14855 · issuer key iss:1075 | trim | −$4.9M | −21,588 | $87.6M | $82.8M | 1,302,180 | 1,280,592 | |
Emcor Group Inc COMposition key pos:12443 · issuer key iss:809 | trim | −$15.5M | −48,050 | $96.8M | $81.4M | 158,258 | 110,208 | |
LivaNova PLC COMposition key pos:11842 · issuer key iss:2558 | new | +$81.0M | +1,274,820 | $0 | $81.0M | — | 1,274,820 | |
Calix Inc. COMposition key pos:16549 · issuer key iss:500 | add | +$3.9M | +196,744 | $76.6M | $80.6M | 1,447,545 | 1,644,289 | |
Tapestry Inc COMposition key pos:15106 · issuer key iss:2087 | trim | +$2.2M | −41,771 | $78.0M | $80.2M | 610,337 | 568,566 | |
Atlantic Union Bankshares Corp COMposition key pos:11000 · issuer key iss:267 | add | +$10.8M | +276,925 | $69.4M | $80.1M | 1,964,949 | 2,241,874 | |
Ollies Bargain Outlet Holdings Inc. COMposition key pos:15168 · issuer key iss:1617 | trim | −$16.5M | −11,130 | $96.4M | $79.9M | 879,320 | 868,190 | |
Universal Technical Institute, Inc. COMposition key sid:sec:prov:4cf136238d6ee53bd6ee06dceda6d3a8 · issuer key cusip6:913915 | add | +$33.5M | +458,805 | $44.3M | $77.7M | 1,694,173 | 2,152,978 | |
Champion Homes Inc. COMposition key pos:17366 · issuer key iss:1988 | add | −$2.8M | +91,339 | $80.2M | $77.4M | 949,549 | 1,040,888 | |
Comfort Systems USA Inc. COMposition key pos:18892 · issuer key iss:624 | trim | −$736K | −27,146 | $76.8M | $76.1M | 82,338 | 55,192 | |
Balchem Corp COMposition key pos:15281 · issuer key iss:310 | add | +$17.5M | +67,067 | $58.1M | $75.6M | 378,746 | 445,813 | |
ACI Worldwide Inc COMposition key pos:12891 · issuer key iss:60 | add | +$8.7M | +442,683 | $66.5M | $75.2M | 1,391,125 | 1,833,808 | |
MongoDB Inc. COMposition key pos:16631 · issuer key iss:1497 | add | +$31.6M | +201,203 | $42.3M | $73.9M | 100,694 | 301,897 | |
Sensient Technologies Corp COMposition key sid:sec:prov:fe4ef53ae5a2c78a2fe7262106790372 · issuer key cusip6:81725T | add | +$4.4M | +114,387 | $69.0M | $73.4M | 734,573 | 848,960 | |
TG Therapeutics Inc COMposition key pos:18173 · issuer key iss:2129 | add | +$14.7M | +245,671 | $57.3M | $72.0M | 1,922,410 | 2,168,081 | |
Cargurus Inc COMposition key pos:11113 · issuer key iss:519 | add | −$3.2M | +152,393 | $75.1M | $71.9M | 1,958,144 | 2,110,537 | |
AeroVironment, Inc. COMposition key pos:15089 · issuer key iss:89 | add | −$3.2M | +82,334 | $75.0M | $71.8M | 310,174 | 392,508 | |
JBT Marel Corp. COMposition key pos:11819 · issuer key iss:1257 | add | −$3.0M | +64,239 | $74.3M | $71.3M | 493,139 | 557,378 | |
Merit Medical Systems Inc. COMposition key pos:12237 · issuer key iss:1464 | add | −$4.6M | +171,610 | $75.6M | $70.9M | 857,639 | 1,029,249 | |
Palantir Technologies Inc COMposition key pos:13311 · issuer key iss:1668 | add | +$6.5M | +122,521 | $64.4M | $70.9M | 362,193 | 484,714 | |
Federal Signal Corp. COMposition key pos:16777 · issuer key iss:901 | add | +$9.6M | +90,804 | $59.9M | $69.5M | 551,556 | 642,360 | |
Raymond James Financial Inc. COMposition key pos:16576 · issuer key iss:1809 | trim | −$14.3M | −42,925 | $82.6M | $68.3M | 514,314 | 471,389 | |
Crane Co. COMposition key pos:14224 · issuer key iss:678 | trim | −$11.1M | −31,882 | $78.2M | $67.1M | 424,003 | 392,121 | |
Advanced Energy Industries, Inc. COMposition key pos:11223 · issuer key iss:88 | trim | +$19.4M | −19,511 | $47.5M | $66.9M | 226,882 | 207,371 | |
Dynatrace Inc COMposition key pos:17054 · issuer key iss:776 | trim | −$46.5M | −807,248 | $113M | $66.9M | 2,616,102 | 1,808,854 | |
CSW Industrials Inc. COMposition key pos:11891 · issuer key iss:483 | add | +$755K | +30,898 | $65.0M | $65.8M | 221,450 | 252,348 | |
Interactive Brokers Group Inc COMposition key pos:13946 · issuer key iss:1196 | add | +$58.5M | +867,934 | $6.7M | $65.2M | 103,595 | 971,529 | |
Viking Holdings Ltd. COMposition key pos:15994 · issuer key iss:2645 | trim | −$3.5M | −72,887 | $65.7M | $62.3M | 920,208 | 847,321 | |
Commvault Systems Inc. COMposition key pos:14687 · issuer key iss:630 | add | −$20.8M | +125,137 | $80.7M | $59.9M | 643,509 | 768,646 | |
Heico Corp COMposition key pos:15722 · issuer key iss:1101 | trim | −$14.6M | −12,997 | $72.3M | $57.7M | 223,297 | 210,300 | |
IMAX Corporation COMposition key sid:sec:prov:9ad1f37e45baa2c0731276ae62c8a2e0 · issuer key cusip6:45245E | new | +$57.4M | +1,510,375 | $0 | $57.4M | — | 1,510,375 | |
Karman Holdings Inc. COMposition key pos:11938 · issuer key iss:1274 | add | +$32.4M | +376,298 | $24.2M | $56.6M | 330,898 | 707,196 | |
Cloudflare Inc COMposition key pos:11342 · issuer key iss:604 | trim | −$11.3M | −70,216 | $67.8M | $56.5M | 343,972 | 273,756 | |
Crane NXT Co COMposition key pos:16234 · issuer key iss:679 | add | −$1.6M | +153,969 | $57.3M | $55.6M | 1,216,829 | 1,370,798 | |
Yeti Holdings Inc COMposition key pos:14056 · issuer key iss:2371 | add | −$5.8M | +108,276 | $57.1M | $51.3M | 1,293,164 | 1,401,440 | |
Fastenal Co. COMposition key pos:16201 · issuer key iss:898 | trim | +$2.6M | −103,056 | $47.2M | $49.8M | 1,176,851 | 1,073,795 | |
Vericel Corporation COMposition key pos:15641 · issuer key iss:2261 | trim | −$11.5M | −157,660 | $59.9M | $48.5M | 1,664,578 | 1,506,918 | |
API Group Corp COMposition key pos:11914 · issuer key iss:28 | trim | −$1.8M | −116,584 | $49.7M | $47.9M | 1,298,095 | 1,181,511 | |
JFrog Ltd COMposition key pos:13153 · issuer key iss:2685 | new | +$47.5M | +1,012,858 | $0 | $47.5M | — | 1,012,858 | |
Ross Stores Inc COMposition key pos:11508 · issuer key iss:1870 | trim | +$6.1M | −10,446 | $41.3M | $47.4M | 229,412 | 218,966 | |
iShares Trust RUS 1000 GRW ETF COMposition key pos:12381 · issuer key iss:1231 | add | +$10.8M | +33,677 | $36.3M | $47.0M | 76,657 | 110,334 |
80 more changes below.
1–100 of 423 changes
Mark-to-market only (no share change) · 18
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
United Rentals, Inc. COMposition key pos:17186 · issuer key iss:2208 | no change | −$288K | 0 | $2.9M | $2.6M | 3,568 | 3,568 | |
Vertiv Holdings Co COMposition key pos:17092 · issuer key iss:2266 | no change | +$691K | 0 | $1.3M | $2.0M | 7,800 | 7,800 | |
Vanguard Index Funds S&P 500 ETF SHS COMposition key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key cusip6:922908 | no change | −$56.0K | 0 | $1.2M | $1.1M | 1,893 | 1,893 | |
The Bank of New York Mellon Corp. COMposition key pos:19023 · issuer key iss:326 | no change | +$19.4K | 0 | $886K | $905K | 7,632 | 7,632 | |
iShares Trust RUSSELL 2000 ETF COMposition key pos:16595 · issuer key iss:1231 | no change | +$4.9K | 0 | $652K | $657K | 2,650 | 2,650 | |
Generac Holdings Inc. COMposition key pos:13771 · issuer key iss:995 | no change | +$188K | 0 | $435K | $623K | 3,190 | 3,190 | |
Berkshire Hathaway Inc. COMposition key pos:12054 · issuer key iss:360 | no change | −$29.3K | 0 | $628K | $599K | 1,250 | 1,250 | |
Tesla Inc COMposition key pos:11199 · issuer key iss:2119 | no change | −$122K | 0 | $704K | $582K | 1,565 | 1,565 | |
Select Sector Spdr Trust STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF COMposition key pos:11738 · issuer key cusip6:81369Y | no change | −$43.8K | 0 | $570K | $526K | 3,960 | 3,960 | |
Churchill Downs Inc COMposition key pos:18970 · issuer key iss:580 | no change | −$117K | 0 | $558K | $440K | 4,902 | 4,902 | |
iShares Trust CHINA LG-CAP ETF COMposition key pos:11351 · issuer key iss:1231 | no change | −$28.5K | 0 | $456K | $428K | 11,914 | 11,914 | |
Marsh & McLennan Companies, Inc. COMposition key pos:16601 · issuer key iss:1426 | no change | −$25.2K | 0 | $387K | $362K | 2,087 | 2,087 | |
Thermon Group Holdings Inc COMposition key sid:sec:prov:dc3adf0fd5cb09f56271b3a21f4b7d60 · issuer key cusip6:88362T | no change | +$80.8K | 0 | $227K | $307K | 6,100 | 6,100 | |
Lowes Companies, Inc. COMposition key pos:17070 · issuer key iss:1374 | no change | −$5.9K | 0 | $292K | $286K | 1,210 | 1,210 | |
PNC Financial Services Group Inc. COMposition key pos:14237 · issuer key iss:1656 | no change | −$819 | 0 | $267K | $266K | 1,280 | 1,280 | |
Abbott Laboratories COMposition key pos:13229 · issuer key iss:38 | no change | −$47.6K | 0 | $263K | $216K | 2,102 | 2,102 | |
Canadian National Railway Company COMposition key pos:18038 · issuer key iss:507 | no change | +$8.0K | 0 | $202K | $210K | 2,045 | 2,045 | |
Oroco Resources Co COMposition key cusip:687033100 · issuer key cusip6:687033 | no change | −$1.0K | 0 | $6.8K | $5.7K | 21,675 | 21,675 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 35.6%below median 80.0%
- Concentration index
- 89 bpsbelow median 446 bps
- Positions with value
- 417 / 417median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 35.6% · HHI (bps) ·§: 89integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 441
Filing history
AVAILABLE QUARTERSPLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open CONGRESS ASSET MANAGEMENT CO's 13F filings on SEC EDGAR ↗Notes on this data
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Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–100 of 399 issuers · $14.0B disclosed value over 417 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. | ||||||||||||||||||||||||||||||
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| — | NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA Corp. NVIDIA Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $438M | 2,510,028 | — | 3.1% | — | |||||||||||||||||||||||||||||||
| — | AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Apple Inc. Apple Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $414M | 1,631,485 | — | 3.0% | — | |||||||||||||||||||||||||||||||
| — | — | Alphabet Inc. | $324M | 1,127,945 | — | 2.3% | — | |||||||||||||||||||||||||||||||
| — | MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Microsoft Corp. Microsoft Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $236M | 638,107 | — | 1.7% | — | |||||||||||||||||||||||||||||||
| — | AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Broadcom Inc Broadcom Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $235M | 757,731 | — | 1.7% | — | |||||||||||||||||||||||||||||||
| — | COSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Costco Wholesale Corporation Costco Wholesale Corporation · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $215M | 216,024 | — | 1.5% | — | |||||||||||||||||||||||||||||||
| — | ANETverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Arista Networks Inc Arista Networks Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $213M | 1,732,854 | — | 1.5% | — | |||||||||||||||||||||||||||||||
| — | STRLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Sterling Infrastructure Inc Sterling Infrastructure Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $202M | 497,098 | — | 1.5% | — | |||||||||||||||||||||||||||||||
| — | — | The TJX Companies Inc. The TJX Companies Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $192M | 1,203,988 | — | 1.4% | — | |||||||||||||||||||||||||||||||
| — | AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Amazon.com, Inc. Amazon.com, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $188M | 903,120 | — | 1.3% | — | |||||||||||||||||||||||||||||||
| — | HWMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Howmet Aerospace Inc Howmet Aerospace Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $184M | 796,404 | — | 1.3% | — | |||||||||||||||||||||||||||||||
| — | ETNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Eaton Corporation PLC Eaton Corporation PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $180M | 503,728 | — | 1.3% | — | |||||||||||||||||||||||||||||||
| — | METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Meta Platforms Inc Meta Platforms Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $174M | 303,914 | — | 1.2% | — | |||||||||||||||||||||||||||||||
| — | GEVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE Vernova Inc. GE Vernova Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $174M | 198,825 | — | 1.2% | — | |||||||||||||||||||||||||||||||
| — | Vverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Visa Inc Visa Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $170M | 562,093 | — | 1.2% | — | |||||||||||||||||||||||||||||||
| — | GSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Goldman Sachs Group, Inc. Goldman Sachs Group, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $160M | 189,415 | — | 1.1% | — | |||||||||||||||||||||||||||||||
| — | CWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Curtiss-Wright Corp. Curtiss-Wright Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $155M | 227,835 | — | 1.1% | — | |||||||||||||||||||||||||||||||
| — | WELLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Welltower Inc. Welltower Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $148M | 750,200 | — | 1.1% | — | |||||||||||||||||||||||||||||||
| — | — | TKO Group Holdings Inc. TKO Group Holdings Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $147M | 727,806 | — | 1.1% | — | |||||||||||||||||||||||||||||||
| — | ISRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Intuitive Surgical Inc. Intuitive Surgical Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $144M | 312,410 | — | 1.0% | — | |||||||||||||||||||||||||||||||
| — | PHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Parker-Hannifin Corp. Parker-Hannifin Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $143M | 159,176 | — | 1.0% | — | |||||||||||||||||||||||||||||||
| — | — | Modine Manufacturing Co. Modine Manufacturing Co. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $141M | 650,673 | — | 1.0% | — | |||||||||||||||||||||||||||||||
| — | ORLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | O'Reilly Automotive Inc. O'Reilly Automotive Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $141M | 1,524,657 | — | 1.0% | — | |||||||||||||||||||||||||||||||
| — | MLMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Martin Marietta Materials Inc Martin Marietta Materials Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $140M | 237,971 | — | 1.0% | — | |||||||||||||||||||||||||||||||
| — | — | NVent Electric PLC NVent Electric PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $133M | 1,121,791 | — | 1.0% | — | |||||||||||||||||||||||||||||||
| — | — | Williams Companies Inc. (The) Williams Companies Inc. (The) · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $132M | 1,819,871 | — | 0.9% | — | |||||||||||||||||||||||||||||||
| — | ECLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Ecolab Inc. Ecolab Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $126M | 474,438 | — | 0.9% | — | |||||||||||||||||||||||||||||||
| — | APHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Amphenol Corporation Amphenol Corporation · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $122M | 967,292 | — | 0.9% | — | |||||||||||||||||||||||||||||||
| — | — | Moog Inc. Moog Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $118M | 402,562 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | — | Primoris Services Corp. Primoris Services Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $117M | 818,096 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | IDCCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | InterDigital, Inc. InterDigital, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $117M | 386,013 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | RMBSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Rambus Inc. Rambus Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $110M | 1,275,978 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | — | ASML Holding N.V. ASML Holding N.V. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $109M | 82,626 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | NOVTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Novanta Inc Novanta Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $107M | 909,710 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | — | Hilton Worldwide Holdings Inc Hilton Worldwide Holdings Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $107M | 352,636 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | — | Boot Barn Holdings Inc Boot Barn Holdings Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $105M | 717,574 | — | 0.8% | — | |||||||||||||||||||||||||||||||
| — | PENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Penumbra Inc. Penumbra Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $104M | 317,337 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | NVMIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Nova Ltd Nova Ltd · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $104M | 239,708 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | BSXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Boston Scientific Corporation Boston Scientific Corporation · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $102M | 1,629,485 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | UFPTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UFP Technologies Inc. UFP Technologies Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $101M | 523,438 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | — | Ligand Pharmaceuticals Incorporated Ligand Pharmaceuticals Incorporated · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $101M | 504,637 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | UBERverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Uber Technologies Inc Uber Technologies Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $100M | 1,396,539 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | NPOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Enpro Inc Enpro Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $99.9M | 398,431 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | TMOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Thermo Fisher Scientific Inc Thermo Fisher Scientific Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $98.4M | 200,288 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | — | iShares Trust RUS 1000 GRW ETF10 positions · 10 reported rows
| $98.0M | 506,186 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | LLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Eli Lilly & Co. Eli Lilly & Co. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $95.8M | 104,102 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | ALNYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Alnylam Pharmaceuticals Inc. Alnylam Pharmaceuticals Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $94.5M | 285,739 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | RGENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Repligen Corporation Repligen Corporation · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $94.0M | 797,867 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | — | Shopify Inc Shopify Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $93.9M | 791,990 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | IDXXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IDEXX Laboratories Inc. IDEXX Laboratories Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $93.7M | 166,686 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | PWRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Quanta Services, Inc. Quanta Services, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $93.4M | 170,192 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | MCOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Moodys Corp. Moodys Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $93.1M | 213,331 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | — | Monolithic Power Systems Inc. Monolithic Power Systems Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $91.1M | 83,343 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | LMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Lemaitre Vascular Inc. Lemaitre Vascular Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $91.1M | 834,529 | — | 0.7% | — | |||||||||||||||||||||||||||||||
| — | — | Brinker International, Inc. Brinker International, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $87.9M | 615,732 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | — | Casey'S General Stores Inc. Casey'S General Stores Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $86.4M | 118,690 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | ABCBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Ameris Bancorp Ameris Bancorp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $85.5M | 1,095,966 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | NOWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Servicenow Inc Servicenow Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $85.3M | 815,871 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | — | PJT Partners Inc. PJT Partners Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $84.4M | 604,352 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | KEXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Kirby Corp Kirby Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $83.1M | 625,542 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | HALOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Halozyme Therapeutics Inc Halozyme Therapeutics Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $82.8M | 1,280,592 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | EMEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Emcor Group Inc Emcor Group Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $81.4M | 110,208 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | — | LivaNova PLC LivaNova PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $81.0M | 1,274,820 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | CALXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Calix Inc. Calix Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $80.6M | 1,644,289 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | TPRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Tapestry Inc Tapestry Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $80.2M | 568,566 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | — | Atlantic Union Bankshares Corp Atlantic Union Bankshares Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $80.1M | 2,241,874 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | — | Ollies Bargain Outlet Holdings Inc. Ollies Bargain Outlet Holdings Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $79.9M | 868,190 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | — | Universal Technical Institute, Inc. Universal Technical Institute, Inc. · COM CUSIP 913915104 quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $77.7M | 2,152,978 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | SKYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Champion Homes Inc. Champion Homes Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $77.4M | 1,040,888 | — | 0.6% | — | |||||||||||||||||||||||||||||||
| — | FIXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Comfort Systems USA Inc. Comfort Systems USA Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $76.1M | 55,192 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | BCPCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Balchem Corp Balchem Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $75.6M | 445,813 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | ACIWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACI Worldwide Inc ACI Worldwide Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $75.2M | 1,833,808 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | MongoDB Inc. MongoDB Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $73.9M | 301,897 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Sensient Technologies Corp Sensient Technologies Corp · COM CUSIP 81725T100 quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $73.4M | 848,960 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | TGTXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TG Therapeutics Inc TG Therapeutics Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $72.0M | 2,168,081 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Cargurus Inc Cargurus Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $71.9M | 2,110,537 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | AVAVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AeroVironment, Inc. AeroVironment, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $71.8M | 392,508 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | JBTMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JBT Marel Corp. JBT Marel Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $71.3M | 557,378 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Merit Medical Systems Inc. Merit Medical Systems Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $70.9M | 1,029,249 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Palantir Technologies Inc Palantir Technologies Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $70.9M | 484,714 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | FSSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Federal Signal Corp. Federal Signal Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $69.5M | 642,360 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Raymond James Financial Inc. Raymond James Financial Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $68.3M | 471,389 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Crane Co. Crane Co. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $67.1M | 392,121 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Advanced Energy Industries, Inc. Advanced Energy Industries, Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $66.9M | 207,371 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Dynatrace Inc Dynatrace Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $66.9M | 1,808,854 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | CSWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CSW Industrials Inc. CSW Industrials Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $65.8M | 252,348 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Interactive Brokers Group Inc Interactive Brokers Group Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $65.2M | 971,529 | — | 0.5% | — | |||||||||||||||||||||||||||||||
| — | — | Viking Holdings Ltd. Viking Holdings Ltd. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $62.3M | 847,321 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | — | Commvault Systems Inc. Commvault Systems Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $59.9M | 768,646 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | HEIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Heico Corp Heico Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $57.7M | 210,300 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | — | IMAX Corporation IMAX Corporation · COM CUSIP 45245E109 quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $57.4M | 1,510,375 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | — | Karman Holdings Inc. Karman Holdings Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $56.6M | 707,196 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | — | Cloudflare Inc Cloudflare Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $56.5M | 273,756 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | CXTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Crane NXT Co Crane NXT Co · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $55.6M | 1,370,798 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | — | Yeti Holdings Inc Yeti Holdings Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $51.3M | 1,401,440 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | FASTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Fastenal Co. Fastenal Co. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $49.8M | 1,073,795 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | — | Vanguard Index Funds SML CP GRW ETF4 positions · 4 reported rows
| $49.5M | 160,078 | — | 0.4% | — | |||||||||||||||||||||||||||||||
| — | VCELverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Vericel Corporation Vericel Corporation · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $48.5M | 1,506,918 | — | 0.3% | — | |||||||||||||||||||||||||||||||
| — | — | API Group Corp API Group Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $47.9M | 1,181,511 | — | 0.3% | — | |||||||||||||||||||||||||||||||
| — | — | JFrog Ltd JFrog Ltd · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $47.5M | 1,012,858 | — | 0.3% | — |
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).