CONGRESS ASSET MANAGEMENT CO

CIK 897378 · View on SEC EDGAR ↗

Portfolio value
$16.3B
#355 of 9,443 by 13F value · top 3.8%
Positions
376
As of
June 30, 2026

Portfolio value QoQ: +16.5% 13F does not disclose cash

Top 10 holdings weight
18.57%
Top 25 holdings weight
34.69%
Positions above 1%
25
Effective number of positions
111.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 15.57% Est. buys $2,513,698,500 · sells $2,351,203,600

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 66.8% still held

New positions
32
Increased
150
Decreased
181
Closed
72
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+21.8%
S&P 500 total return (same window)
+28.1%
Excess return
-6.3%

Annualized: +14.1% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.9% · Options excluded: 0.0%

Sector breakdown

Technology
25.1%
Industrials
24.4%
Healthcare
12.0%
Retail
6.7%
Financial Services
6.1%
Communication Services
5.6%
Consumer Discretionary
3.7%
Financials
2.8%
Materials
2.5%
Energy
2.3%
Real Estate
1.7%
Communications
1.5%
Consumer products
1.3%
Diversified Consumer Services
0.8%
Consumer Staples
0.8%
Utilities
0.6%
Packaging
0.1%
Telecommunication
0.1%
Other/Unmapped
2.0%

Full portfolio 376 positions

Type Streak 8Q trend
NVDA NVIDIA Corporation - Common Stock $525,825,910 3.24% 2,627,947 $88,076,978 Up ×1
AAPL Apple Inc. - Common Stock $465,796,217 2.87% 1,609,746 $51,741,637 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $364,585,508 2.24% 1,020,191 $61,337,913 Down ×6
MSFT Microsoft Corporation - Common Stock $304,131,894 1.87% 815,323 $67,923,940 Up ×1
AVGO Broadcom Inc. - Common Stock $278,895,170 1.72% 738,306 $44,369,756 Down ×1
V Visa Inc. $227,646,887 1.40% 663,519 $57,759,849 Up ×1
GEV GE Vernova Inc. Common Stock $226,362,918 1.39% 192,672 $52,808,940 Down ×1
APH Amphenol Corporation Common Stock $215,255,165 1.32% 1,220,821 $93,037,842 Up ×2
LGND Ligand Pharmaceuticals Incorporated - Common Stock $208,591,268 1.28% 659,911 $107,840,491 Up ×2
ANET Arista Networks, Inc. Common Stock $199,881,834 1.23% 1,176,606 $-12,877,985 Down ×6
COST Costco Wholesale Corporation - Common Stock $195,374,114 1.20% 208,851 $-19,879,023 Down ×6
STRL Sterling Infrastructure, Inc. - Common Stock $193,398,616 1.19% 230,412 $-9,054,486 Down ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $184,163,119 1.13% 182,093 $23,919,944 Down ×5
UFPT UFP Technologies, Inc. - Common Stock $182,260,702 1.12% 687,439 $80,923,105 Up ×6
ETN Eaton Corporation, PLC Ordinary Shares $176,020,475 1.08% 413,077 $-4,147,981 Down ×5
ASML ASML Holding N.V. - New York Registry Shares $175,598,903 1.08% 88,265 $66,464,611 Up ×2
AMZN Amazon.com, Inc. - Common Stock $174,904,050 1.08% 733,843 $-13,188,673 Down ×3
MOGA $172,216,289 1.06% 406,324 $54,410,432 Up ×3
MDB MongoDB, Inc. - Class A Common Stock $171,721,149 1.06% 511,227 $97,825,820 Up ×2
MOD Modine Manufacturing Company Common Stock $168,027,141 1.03% 629,268 $27,019,795 Down ×1
HWM Howmet Aerospace Inc. Common Stock $167,350,027 1.03% 622,443 $-16,189,140 Down ×5
NVT nVent Electric plc Ordinary Shares $166,875,046 1.03% 983,875 $34,189,609 Down ×6
META Meta Platforms, Inc. - Class A Common Stock $164,595,032 1.01% 292,203 $-9,283,316 Down ×6
WELL Welltower Inc. Common Stock $163,781,677 1.01% 721,601 $15,459,689 Down ×2
NPO Enpro Inc. Common Stock $163,252,745 1.00% 433,112 $63,385,925 Up ×6
NOVT Novanta Inc. - Common Shares $157,983,958 0.97% 973,767 $50,538,110 Up ×3
CW Curtiss-Wright Corporation Common Stock $150,611,180 0.93% 198,758 $-4,572,019 Down ×6
PH Parker-Hannifin Corporation Common Stock $149,517,695 0.92% 152,862 $7,017,229 Down ×5
LLY Eli Lilly and Company Common Stock $147,601,663 0.91% 123,060 $51,851,662 Up ×2
ARM Arm Holdings plc - American Depositary Shares $145,036,504 0.89% 409,049 Up ×1
TGTX TG Therapeutics, Inc. - Common Stock $142,850,758 0.88% 2,600,123 $70,827,107 Up ×2
TKO TKO Group Holdings, Inc. Class A Common Stock $142,264,050 0.88% 706,691 $-4,497,936 Down ×1
TJX TJX Companies, Inc. (The) Common Stock $140,056,199 0.86% 924,463 $-52,220,722 Down ×3
RGEN Repligen Corporation - Common Stock $138,108,115 0.85% 1,012,226 $44,103,425 Up ×6
ORLY O'Reilly Automotive, Inc. - Common Stock $135,385,956 0.83% 1,470,148 $-5,355,158 Down ×4
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $132,974,371 0.82% 1,527,739 $67,813,913 Up ×2
BOOT Boot Barn Holdings, Inc. Common Stock $131,024,873 0.81% 797,619 $26,000,742 Up ×6
CVLT Commvault Systems, Inc. - Common Stock $130,826,144 0.81% 923,066 $70,956,307 Up ×6
WMB Williams Companies, Inc. (The) Common Stock $129,938,601 0.80% 1,747,896 $-2,511,637 Down ×4
VCEL Vericel Corporation - Common Stock $129,745,965 0.80% 2,916,295 $81,268,413 Up ×1
UTI Universal Technical Institute Inc Common Stock $128,335,448 0.79% 3,000,595 $50,612,942 Up ×2
ECL Ecolab Inc. Common Stock $126,757,453 0.78% 454,964 $547,575 Down ×5
CRDO Credo Technology Group Holding Ltd - Ordinary Shares $124,655,081 0.77% 458,375 $91,067,832 Up ×1
LIVN LivaNova PLC - Ordinary Shares $123,529,524 0.76% 1,502,244 $42,501,965 Up ×1
MIR Mirion Technologies, Inc. Class A Common Stock $119,869,832 0.74% 6,685,434 $99,159,438 Up ×1
ISRG Intuitive Surgical, Inc. - Common Stock $119,681,627 0.74% 300,950 $-24,336,063 Down ×3
IDCC InterDigital, Inc. - Common Stock $119,320,350 0.73% 421,433 $2,744,569 Up ×2
PWR Quanta Services, Inc. Common Stock $117,608,305 0.72% 163,336 $24,169,649 Down ×3
KLIC Kulicke and Soffa Industries, Inc. - Common Stock $117,441,548 0.72% 878,002
EAT Brinker International, Inc. Common Stock $115,138,464 0.71% 685,348 $27,230,406 Up ×2
SXT Sensient Technologies Corporation Common Stock $114,701,532 0.71% 930,339 $41,317,464 Up ×5
HLT Hilton Worldwide Holdings Inc. Common Stock $114,092,018 0.70% 345,252 $6,862,455 Down ×1
FROG JFrog Ltd. - Ordinary shares $112,872,142 0.69% 1,241,991 $65,338,716 Up ×1
MPWR Monolithic Power Systems, Inc. - Common Stock $111,176,480 0.68% 80,425 $20,053,579 Down ×4
PJT PJT Partners Inc. Class A Common Stock $109,201,097 0.67% 723,474 $24,760,973 Up ×6
ABCB Ameris Bancorp Common Stock $107,614,300 0.66% 1,192,270 $22,139,904 Up ×6
SKY Champion Homes, Inc. Common Stock $106,886,035 0.66% 1,212,960 $29,475,194 Up ×6
AUB Atlantic Union Bankshares Corporation Common Stock $105,824,242 0.65% 2,501,164 $25,699,678 Up ×4
RMBS Rambus, Inc. - Common Stock $103,270,791 0.64% 777,993 $-6,501,596 Down ×2
IMAX Imax Corporation Common Stock $101,136,379 0.62% 2,537,290 $43,727,025 Up ×1
IDXX IDEXX Laboratories, Inc. - Common Stock $100,125,203 0.62% 190,193 $6,466,006 Up ×3
UBER Uber Technologies, Inc. Common Stock $96,826,164 0.60% 1,341,826 $-3,626,886 Down ×2
HALO Halozyme Therapeutics, Inc. - Common Stock $96,202,127 0.59% 1,229,106 $13,437,466 Down ×5
KEX Kirby Corporation Common Stock $95,685,896 0.59% 703,728 $12,563,875 Up ×2
TPR Tapestry, Inc. Common Stock $95,198,798 0.59% 650,354 $14,968,479 Up ×1
FSS Federal Signal Corporation Common Stock $93,301,431 0.57% 726,138 $23,836,643 Up ×4
MCO Moody's Corporation Common Stock $92,995,327 0.57% 205,324 $-70,344 Down ×5
LMAT LeMaitre Vascular, Inc. - Common Stock $92,477,275 0.57% 963,706 $1,371,787 Up ×5
CASY Caseys General Stores, Inc. - Common Stock $91,255,195 0.56% 114,817 $4,865,760 Down ×6
AROC Archrock, Inc. Common Stock $90,099,698 0.55% 2,213,208 Up ×1
JBTM JBT Marel Corporation Common Stock $87,583,171 0.54% 604,022 $16,311,264 Up ×4
SHOP Shopify Inc. - Class A Subordinate Voting Shares $87,302,092 0.54% 764,601 $-6,643,710 Down ×3
EME EMCOR Group, Inc. Common Stock $87,217,686 0.54% 105,097 $5,850,299 Down ×6
VIK Viking Holdings Ltd Ordinary Shares $86,649,489 0.53% 827,835 $24,388,342 Down ×3
CR Crane Company Common Stock $85,415,837 0.53% 382,910 $18,363,194 Down ×6
BCPC Balchem Corporation - Common Stock $84,909,414 0.52% 502,571 $9,353,092 Up ×6
CSW CSW Industrials, Inc. Common Stock $83,630,739 0.51% 300,506 $17,873,870 Up ×5
MMSI Merit Medical Systems, Inc. - Common Stock $82,121,928 0.51% 1,184,337 $11,175,794 Up ×6
AVAV AeroVironment, Inc. - Common Stock $81,815,295 0.50% 495,640 $9,966,706 Up ×2
ACIW ACI Worldwide, Inc. - Common Stock $80,077,069 0.49% 1,592,306 $4,872,603 Down ×1
ALNY Alnylam Pharmaceuticals, Inc. - Common Stock $79,983,972 0.49% 265,701 $-14,558,491 Down ×1
COCO The Vita Coco Company, Inc. - Common Stock $79,837,726 0.49% 1,207,102 Up ×1
TXN Texas Instruments Incorporated - Common Stock $79,054,663 0.49% 265,222 $78,184,893 Up ×1
POWI Power Integrations, Inc. - Common Stock $77,901,769 0.48% 930,059
AXON Axon Enterprise, Inc. - Common Stock $77,825,001 0.48% 138,822 Up ×1
COHR Coherent Corp. Common Stock $75,257,776 0.46% 190,782 $74,971,924 Up ×1
HEI Heico Corporation Common Stock $75,068,973 0.46% 210,755 $17,404,598 Up ×1
RJF Raymond James Financial, Inc. Common Stock $69,968,511 0.43% 460,228 $1,716,045 Down ×6
NVMI Nova Ltd. - Ordinary Shares $69,447,455 0.43% 127,910 $-34,652,935 Down ×2
MU Micron Technology, Inc. - Common Stock $68,724,118 0.42% 59,538 Up ×1
DDOG Datadog, Inc. - Class A Common Stock $67,959,948 0.42% 261,023 $36,498,915 Down ×5
CARG CarGurus, Inc. - Class A Common Stock $67,373,703 0.41% 1,976,348 $-4,490,082 Down ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $59,850,660 0.37% 512,991 $-11,053,304 Up ×5
CXT Crane NXT, Co. Common Stock $59,665,889 0.37% 1,166,261 $4,025,180 Down ×1
UMBF UMB Financial Corporation - Common Stock $56,625,272 0.35% 396,647 $39,554,375 Up ×2
Q Qnity Electronics, Inc. Common Stock $56,393,580 0.35% 345,316 $17,083,076 Up ×1
AEIS Advanced Energy Industries, Inc. - Common Stock $56,120,842 0.35% 150,510 $-10,799,973 Down ×2
NET Cloudflare, Inc. Class A Common Stock $55,659,183 0.34% 226,921 $-827,630 Down ×4
TER Teradyne, Inc. - Common Stock $52,213,639 0.32% 107,915 $20,063,441 Down ×1
FIX Comfort Systems USA, Inc. Common Stock $50,944,903 0.31% 25,704 $-25,164,742 Down ×4

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
UFPT $182,260,702 1.12% up ×6
MOGA $172,216,289 1.06% up ×3
NPO $163,252,745 1.00% up ×6
NOVT $157,983,958 0.97% up ×3
RGEN $138,108,115 0.85% up ×6
BOOT $131,024,873 0.81% up ×6
CVLT $130,826,144 0.81% up ×6
SXT $114,701,532 0.71% up ×5
PJT $109,201,097 0.67% up ×6
ABCB $107,614,300 0.66% up ×6
SKY $106,886,035 0.66% up ×6
AUB $105,824,242 0.65% up ×4
IDXX $100,125,203 0.62% up ×3
FSS $93,301,431 0.57% up ×4
LMAT $92,477,275 0.57% up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ARM $145,036,504 409,049 0.89%
KLIC $117,441,548 878,002 0.72%
AROC $90,099,698 2,213,208 0.55%
COCO $79,837,726 1,207,102 0.49%
POWI $77,901,769 930,059 0.48%
AXON $77,825,001 138,822 0.48%
MU $68,724,118 59,538 0.42%
ROKU $36,829,367 266,609 0.23%
TWLO $28,497,062 138,114 0.18%
GMED $26,754,761 338,625 0.16%
IOT $26,469,852 816,215 0.16%
Unknown issuer (CUSIP: 57142B203) $25,857,490 1,592,210 0.16%
KLAC $23,723,131 78,629 0.15%
TMDX $15,132,734 227,834 0.09%
KRYS $14,916,604 40,134 0.09%

Top movers (QoQ)

Security Action Shares Δ Value Δ
LGND Bought more +155K +$107.8M
MLM Trimmed -177K -$104.9M
MDB Bought more +209K +$97.8M
APH Bought more +254K +$93.0M
CRDO Bought more +101K +$91.1M
NVDA Bought more +118K +$88.1M
VCEL Bought more +1.4M +$81.3M
UFPT Bought more +164K +$80.9M
CVLT Bought more +154K +$71.0M
TGTX Bought more +432K +$70.8M

9 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CMG Sept. 30, 2025 1,906,169 $107,031,389 -12.5%
LRN Dec. 31, 2025 465,574 $69,342,592 29.6%
DT June 30, 2026 1,808,854 $66,891,421 12.8%
DSGX Dec. 31, 2025 708,306 $66,743,674 -11.1%
MKTX Sept. 30, 2025 286,276 $63,936,825 -7.2%
ITGR Dec. 31, 2025 578,287 $59,754,396 59.8%
CYBR March 31, 2026 133,851 $59,705,799 No longer tracked
WST June 30, 2025 253,252 $56,698,094 61.8%
BRO March 31, 2026 580,610 $46,274,598 10.4%
OII June 30, 2025 1,790,545 $39,051,786 158.5%
PINS March 31, 2026 1,308,393 $33,874,295 27.4%
HLI June 30, 2026 232,980 $33,460,555 -4.0%
GDDY Dec. 31, 2025 237,379 $32,480,569 -21.2%
GWRE June 30, 2026 202,874 $30,341,835 48.6%
SUM March 31, 2025 557,830 $28,226,207 No longer tracked
PBH June 30, 2026 450,200 $26,683,354 8.5%
PTC June 30, 2026 172,771 $24,618,140 35.2%
AZTA June 30, 2026 1,145,635 $24,207,268 39.9%
POWI Dec. 31, 2025 593,599 $23,868,626 55.2%
PODD June 30, 2026 105,228 $22,081,044 -0.4%
IESC June 30, 2026 43,513 $20,732,639 -6.4%
CWAN March 31, 2026 839,499 $20,248,716 No longer tracked
WAL Dec. 31, 2025 215,419 $18,681,112 -4.3%
WHD Sept. 30, 2025 351,043 $15,347,614 83.4%
MLI June 30, 2025 192,542 $14,660,110 -21.3%
KNSL June 30, 2026 41,883 $14,309,655 16.7%
CART Dec. 31, 2025 376,213 $13,829,590 13.9%
MORN June 30, 2026 77,405 $13,085,260 38.1%
CHH Sept. 30, 2025 100,792 $12,788,441 1.8%
KBR March 31, 2025 217,285 $12,587,344 -23.8%
DUOL March 31, 2026 61,711 $10,830,281 49.6%
POOL June 30, 2026 53,196 $10,763,130 -10.4%
TRMB March 31, 2026 136,427 $10,689,055 -9.0%
SMPL Dec. 31, 2025 409,490 $10,163,542 -42.6%
SPSC June 30, 2026 174,758 $9,728,750 39.4%
MDLZ Sept. 30, 2025 142,017 $9,577,651 3.3%
HQY March 31, 2026 101,816 $9,327,364 26.3%
WDAY March 31, 2026 40,658 $8,732,525 52.0%
BASE Sept. 30, 2025 356,564 $8,693,030 No longer tracked
PSN March 31, 2025 90,629 $8,360,525 -22.2%
PRAX June 30, 2026 24,839 $8,002,877 13.2%
CATY March 31, 2025 163,234 $7,771,572 45.2%
SIGI Sept. 30, 2025 87,835 $7,610,880 10.5%
HSY March 31, 2025 42,833 $7,253,790 11.2%
CENTA March 31, 2025 195,847 $6,472,727 16.1%
PCH March 31, 2026 157,700 $6,273,290 No longer tracked
CWEN Sept. 30, 2025 192,426 $6,157,621 17.6%
CCRN March 31, 2025 338,304 $6,143,601 No longer tracked
FSV June 30, 2026 43,743 $6,077,652 2.7%
SEI Sept. 30, 2025 202,041 $5,715,742 42.5%
ACLX June 30, 2026 47,551 $5,459,806 No longer tracked
CWST June 30, 2026 64,938 $5,152,181 -4.2%
MQ June 30, 2026 1,260,214 $5,141,673 -3.6%
AIR June 30, 2026 46,692 $5,110,906 -4.6%
SASR June 30, 2025 178,400 $4,986,268 No longer tracked
SLP March 31, 2025 177,435 $4,948,652 -25.0%
ASGN June 30, 2026 125,326 $4,851,369 No longer tracked
LGN June 30, 2026 85,794 $4,843,929 -28.1%
AORT June 30, 2026 127,103 $4,654,512 27.9%
KLIC June 30, 2025 139,903 $4,614,010 145.1%
HL June 30, 2026 206,892 $3,854,391 32.9%
WERN Dec. 31, 2025 138,711 $3,650,871 25.0%
DVAX March 31, 2026 233,009 $3,583,678 No longer tracked
ACAD June 30, 2026 160,794 $3,579,274 17.7%
ALE March 31, 2025 54,000 $3,499,186 No longer tracked
CDNL June 30, 2026 87,372 $3,464,737 -55.4%
LRN June 30, 2026 36,138 $3,186,287 -2.4%
STEP June 30, 2026 62,909 $3,002,017 19.3%
TPC June 30, 2026 37,751 $2,914,000 6.6%
PLNT June 30, 2026 38,638 $2,873,894 2.3%
SMTC June 30, 2026 36,978 $2,843,238 -23.1%
VSEC June 30, 2026 15,327 $2,826,299 -2.5%
BRKL Sept. 30, 2025 267,456 $2,821,661 No longer tracked
USRT Sept. 30, 2025 48,525 $2,744,591 No longer tracked
SITE June 30, 2026 19,547 $2,601,901 -16.1%
VCYT June 30, 2026 76,627 $2,468,156 -28.8%
SIMO June 30, 2026 20,674 $2,321,483 -24.8%
RDNT June 30, 2026 40,631 $2,270,867 23.4%
SMAR March 31, 2025 38,528 $2,158,724 No longer tracked
LOAR June 30, 2026 36,701 $2,102,600 -6.1%
UPST June 30, 2026 76,407 $1,959,840 -17.0%
IRTC June 30, 2026 16,461 $1,942,727 6.1%
JELD June 30, 2025 317,094 $1,893,051 -49.8%
PI June 30, 2026 17,668 $1,814,504 11.0%
FA June 30, 2026 147,666 $1,736,552 17.7%
HOLX March 31, 2025 23,279 $1,678,183 No longer tracked
CDRE June 30, 2026 54,364 $1,667,888 18.1%
CSMD March 31, 2025 55,205 $1,651,734 No longer tracked
TREE Dec. 31, 2025 24,799 $1,605,239 -41.0%
SGOV June 30, 2025 15,619 $1,572,351 -0.1%
WING June 30, 2026 10,063 $1,559,463 -30.9%
TMUS June 30, 2026 7,338 $1,541,291 8.8%
KTOS June 30, 2026 21,854 $1,540,926 17.0%
PLMR June 30, 2026 12,682 $1,515,499 -0.7%
IJR June 30, 2026 12,158 $1,511,350 No longer tracked
CAML March 31, 2025 44,489 $1,510,393 No longer tracked
FWRG June 30, 2026 140,997 $1,477,649 -3.6%
XMTR June 30, 2026 35,786 $1,461,500 -12.3%
PGNY June 30, 2026 85,912 $1,458,786 -8.1%
RXO June 30, 2026 93,297 $1,364,002 -20.9%
GKOS June 30, 2026 11,644 $1,253,593 36.3%
IWN March 31, 2025 7,341 $1,205,172 No longer tracked
HASI June 30, 2025 39,605 $1,158,047 54.1%
ECG June 30, 2026 9,768 $1,153,210 -22.8%
GAP March 31, 2025 47,395 $1,119,944 -3.4%
MEG June 30, 2026 49,516 $1,083,905 No longer tracked
KR March 31, 2025 17,085 $1,044,748 -17.6%
AMAT March 31, 2025 6,092 $990,742 240.4%
ZYXIQ March 31, 2025 121,450 $972,815 No longer tracked
NEOG June 30, 2026 103,635 $962,769 34.1%
NCNO June 30, 2026 63,968 $958,241 25.3%
RARE June 30, 2026 44,908 $940,823 -20.5%
TW March 31, 2025 7,180 $940,006 -30.1%
CIEN Dec. 31, 2025 6,441 $938,260 67.7%
NTAP Sept. 30, 2025 8,638 $920,379 63.1%
ROK March 31, 2026 2,322 $903,421 21.1%
DXCM Dec. 31, 2025 13,248 $891,458 37.2%
HUBS June 30, 2025 1,533 $875,788 -56.8%
INSP June 30, 2026 15,983 $824,403 38.3%
BAH March 31, 2026 9,345 $788,321 0.4%
FDS June 30, 2025 1,691 $768,833 -32.9%
PAYC June 30, 2025 3,383 $739,165 -3.7%
INTU June 30, 2026 1,708 $738,456 38.7%
ICFI March 31, 2025 5,850 $697,393 6.3%
ULTA Dec. 31, 2025 1,187 $648,992 -13.4%
VRRM June 30, 2026 45,393 $648,666 9.3%
HAL March 31, 2025 22,827 $620,666 41.9%
SPTM March 31, 2025 8,383 $598,798 No longer tracked
SITM June 30, 2026 1,593 $550,143 -18.2%
HTLF March 31, 2025 8,963 $549,477 No longer tracked
AOM March 31, 2025 12,293 $534,008 No longer tracked
XLK June 30, 2026 3,960 $526,284 No longer tracked
RPM March 31, 2025 4,268 $525,235 -4.9%
ABG Dec. 31, 2025 2,148 $525,079 -8.9%
INMD June 30, 2026 37,852 $517,815 2.5%
TFC June 30, 2026 11,066 $508,682 1.7%
AMAT Sept. 30, 2025 2,723 $498,500 141.3%
SPTM June 30, 2026 6,213 $491,200 No longer tracked
ALGN March 31, 2025 2,150 $448,297 1.3%
CRL June 30, 2025 2,879 $433,347 91.8%
ABG June 30, 2025 1,865 $411,867 -11.2%
AGYS June 30, 2026 5,354 $380,884 10.1%
CHX June 30, 2025 12,776 $380,725 No longer tracked
CIEN June 30, 2025 6,293 $380,286 382.3%
NBIX Dec. 31, 2025 2,690 $377,622 9.2%
TTD Dec. 31, 2025 7,663 $375,555 -64.5%
PEP June 30, 2025 2,491 $373,470 7.7%
BDX Dec. 31, 2025 1,938 $362,788 22.8%
WST Dec. 31, 2025 1,380 $362,030 28.7%
PAYC Dec. 31, 2025 1,724 $358,868 39.9%
ULTA June 30, 2025 973 $356,643 12.0%
SLB Sept. 30, 2025 10,400 $351,520 57.5%
MUB Sept. 30, 2025 3,364 $351,471 No longer tracked
A March 31, 2025 2,603 $349,687 33.2%
CWST March 31, 2025 3,295 $348,644 -16.7%
CRL Dec. 31, 2025 2,195 $343,430 45.9%
CNS June 30, 2026 5,319 $332,727 7.0%
SUPN March 31, 2025 8,769 $317,087 46.1%
THR June 30, 2026 6,100 $307,440 No longer tracked
VVV June 30, 2025 8,798 $306,258 -8.9%
BOX June 30, 2026 12,821 $303,088 25.0%
MTD March 31, 2026 217 $302,539 13.1%
WFRD June 30, 2025 5,619 $300,921 86.1%
FRPT March 31, 2025 2,010 $297,701 -10.0%
IONS June 30, 2026 3,946 $296,305 -25.0%
LOPE March 31, 2025 1,799 $294,676 -15.8%
AAON March 31, 2025 2,453 $288,669 3.4%
IJT March 31, 2025 2,096 $283,736
QLYS March 31, 2026 2,131 $283,210 111.2%
IWR March 31, 2025 3,180 $281,112 No longer tracked
HPQ March 31, 2026 12,105 $269,699 54.5%
RBA March 31, 2025 2,987 $269,433 -13.2%
TFX March 31, 2025 1,503 $267,504 -1.1%
PNC June 30, 2026 1,280 $266,316 -0.7%
IJT June 30, 2026 1,827 $264,385
NBIX June 30, 2025 2,363 $261,348 23.2%
DIOD March 31, 2025 4,160 $256,547 114.8%
ODFL Sept. 30, 2025 1,546 $250,888 43.9%
ALTR March 31, 2025 2,297 $250,626 No longer tracked
CNI Sept. 30, 2025 2,405 $250,216 35.3%
GLOB March 31, 2025 1,159 $248,513 -66.1%
CRM March 31, 2026 938 $248,376 10.2%
SSD March 31, 2026 1,538 $248,341 10.7%
AEO June 30, 2025 21,230 $246,698 69.2%
COIN March 31, 2026 1,070 $241,970 -2.4%
MAS Dec. 31, 2025 3,416 $240,452 16.4%
FSV March 31, 2025 1,284 $232,430 -12.1%
CRTO Sept. 30, 2025 9,689 $232,148 -21.5%
WSM March 31, 2026 1,283 $229,150 30.4%
WTS March 31, 2026 816 $225,287 27.9%
DHR March 31, 2026 980 $224,342 13.2%
AZEK Sept. 30, 2025 4,123 $224,085 No longer tracked
ATR Dec. 31, 2025 1,674 $223,735 8.2%
A March 31, 2026 1,643 $223,563 36.7%
THR June 30, 2025 7,895 $219,876 No longer tracked
GKOS March 31, 2025 1,463 $219,362 93.6%
DOV March 31, 2025 1,159 $217,392 14.2%
ABT June 30, 2026 2,102 $215,839 26.6%
SUI Dec. 31, 2025 1,653 $213,237 -1.2%
ANSS Sept. 30, 2025 605 $212,488 No longer tracked
XLY March 31, 2026 1,776 $212,072 No longer tracked
DHR June 30, 2025 1,031 $211,443 8.6%
IEX Dec. 31, 2025 1,293 $210,449 31.1%
CNI June 30, 2026 2,045 $210,165 7.0%
ENSG March 31, 2025 1,578 $209,659 41.7%
ANSS March 31, 2025 620 $209,145 No longer tracked
VRSK March 31, 2026 925 $206,913 -0.7%
AMT Sept. 30, 2025 933 $206,212 -7.8%
LII March 31, 2025 334 $203,506 -26.2%