Congress Wealth Management LLC / DE /
CIK 1904976 · View on SEC EDGAR ↗
- Portfolio value
- $10.3B
- Positions
- 1,179
- As of
- June 30, 2025 Data as of Q2 2025
#467 of 9,443 by 13F value · top 4.9%
Portfolio value QoQ: +23.7% 13F does not disclose cash
- Top 10 holdings weight
- 19.34%
- Top 25 holdings weight
- 30.71%
- Positions above 1%
- 11
- Effective number of positions
- 138.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 9.99% Est. buys $2,292,440,838 · sells $931,739,404
- New positions
- 161
- Increased
- 701
- Decreased
- 269
- Closed
- 46
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
14.4%
Industrials
7.5%
Healthcare
5.7%
Communication Services
3.9%
Financial Services
3.6%
Retail
3.1%
Financials
3.0%
Energy
2.1%
Consumer Staples
1.3%
Consumer Discretionary
1.3%
Consumer products
1.2%
Materials
1.1%
Communications
0.9%
Utilities
0.7%
Real Estate
0.7%
Telecommunication
0.5%
Diversified Consumer Services
0.3%
Logistics & Transportation
0.2%
Packaging
0.1%
N/A
0.0%
Other/Unmapped
48.5%
Full portfolio 1,179 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $395,510,661 | 3.83% | 1,301,321 | $377,093,785 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $394,343,895 | 3.82% | 1,922,034 | $3,928,124 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $244,026,212 | 2.36% | 490,591 | $88,506,638 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $201,585,128 | 1.95% | 1,275,965 | $79,633,039 | Up ×2 | ||
| XLF XLF | $150,802,861 | 1.46% | 2,879,565 | $8,177,001 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $130,467,439 | 1.26% | 176,762 | $50,574,868 | Up ×2 | ||
| RSP | $130,108,752 | 1.26% | 715,904 | $12,382,256 | Up ×2 | ||
| JSI | $120,027,863 | 1.16% | 2,281,029 | $35,690,754 | Up ×2 | ||
| JMBS | $118,557,150 | 1.15% | 2,631,676 | $3,172,574 | Up ×2 | ||
| XLC XLC | $110,687,489 | 1.07% | 1,019,877 | $14,015,872 | Up ×1 | ||
| VOO | $108,109,599 | 1.05% | 190,320 | $68,921,417 | Up ×2 | ||
| AVEM | $90,443,993 | 0.88% | 1,319,578 | $11,985,152 | Up ×1 | ||
| BRKB | $90,425,899 | 0.88% | 186,148 | $21,753,248 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $84,336,099 | 0.82% | 305,952 | $42,984,911 | Up ×2 | ||
| V Visa Inc. | $82,199,041 | 0.80% | 231,511 | $17,394,275 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $82,024,968 | 0.79% | 1,159,362 | $-278,509 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $76,454,016 | 0.74% | 263,716 | $16,843,567 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $74,938,827 | 0.73% | 425,231 | $19,058,952 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $72,459,662 | 0.70% | 984,103 | $69,367,800 | Up ×2 | ||
| BSV | $72,280,437 | 0.70% | 918,429 | $68,391,458 | Up ×2 | ||
| XLV XLV | $72,167,663 | 0.70% | 535,405 | $-316,818 | Up ×2 | ||
| VIG | $70,826,920 | 0.69% | 346,053 | $5,739,428 | Up ×2 | ||
| CAFX | $67,722,353 | 0.66% | 2,715,409 | $6,041,790 | Up ×2 | ||
| SPTL | $66,760,713 | 0.65% | 2,511,689 | $-491,585 | Up ×1 | ||
| GLDM | $62,074,470 | 0.60% | 947,412 | $-5,759,541 | Down ×2 | ||
| PAVE | $61,061,324 | 0.59% | 1,401,130 | $16,771,884 | Up ×1 | ||
| IJH | $60,113,464 | 0.58% | 969,258 | $13,340,851 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $59,610,741 | 0.58% | 336,042 | $20,221,480 | Up ×2 | ||
| VYM | $58,917,599 | 0.57% | 441,958 | $4,161,127 | Up ×2 | ||
| MBS Angel Oak Mortgage-Backed Securities ETF | $58,601,148 | 0.57% | 6,786,466 | $1,377,821 | Up ×1 | ||
| VUG | $57,989,151 | 0.56% | 132,273 | $12,732,660 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $57,770,746 | 0.56% | 836,166 | $53,408,131 | Up ×2 | ||
| SPY SPY | $55,947,279 | 0.54% | 90,549 | $14,409,749 | Up ×2 | ||
| IYW | $54,793,108 | 0.53% | 316,228 | $10,055,643 | Down ×2 | ||
| EFA | $52,667,790 | 0.51% | 589,190 | $7,652,914 | Up ×1 | ||
| VONG Vanguard Russell 1000 Growth ETF | $51,220,350 | 0.50% | 469,420 | $6,614,804 | Down ×2 | ||
| XLP XLP | $51,130,052 | 0.50% | 631,465 | $431,559 | Up ×2 | ||
| IJR | $50,909,057 | 0.49% | 465,815 | $5,338,614 | Up ×2 | ||
| KBWB Invesco KBW Bank ETF | $49,615,541 | 0.48% | 692,760 | $-10,382,765 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $49,520,054 | 0.48% | 135,063 | $7,021,268 | Up ×2 | ||
| VTV | $48,515,149 | 0.47% | 274,500 | $12,160,384 | Up ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $45,667,256 | 0.44% | 127,921 | $10,937,498 | Up ×2 | ||
| XLE XLE | $45,134,561 | 0.44% | 532,183 | $-2,525,307 | Up ×2 | ||
| VB | $45,082,687 | 0.44% | 190,237 | $40,323,562 | Up ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $44,792,384 | 0.43% | 891,034 | $1,376,024 | Up ×2 | ||
| XLU XLU | $44,136,536 | 0.43% | 540,490 | $43,334,629 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $43,372,506 | 0.42% | 402,340 | $2,218,307 | Up ×2 | ||
| FJP First Trust Japan AlphaDEX Fund | $43,196,871 | 0.42% | 723,322 | $3,812,206 | Up ×1 | ||
| CTAS Cintas Corporation - Common Stock | $42,210,590 | 0.41% | 189,394 | $-394,135 | Down ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $41,337,887 | 0.40% | 334,787 | $2,244,252 | Up ×2 | ||
| XLRE XLRE | $39,158,514 | 0.38% | 945,399 | $-96,362 | Up ×2 | ||
| DGS | $38,795,704 | 0.38% | 702,311 | $5,911,290 | Up ×2 | ||
| PH Parker-Hannifin Corporation Common Stock | $38,730,632 | 0.38% | 55,449 | $10,551,757 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $38,225,720 | 0.37% | 49,047 | $-19,582,500 | Down ×1 | ||
| EZU | $37,635,157 | 0.36% | 633,054 | $5,442,767 | Up ×1 | ||
| XLG | $37,504,990 | 0.36% | 719,865 | $35,604,259 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $37,343,793 | 0.36% | 66,452 | $18,027,242 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $37,040,765 | 0.36% | 169,421 | $15,776,202 | Up ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $36,846,628 | 0.36% | 183,033 | $9,234,959 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $36,815,878 | 0.36% | 530,640 | $10,345,602 | Up ×2 | ||
| XLI XLI | $35,800,032 | 0.35% | 242,677 | $5,063,916 | Up ×2 | ||
| HWM Howmet Aerospace Inc. Common Stock | $35,686,856 | 0.35% | 191,730 | $10,642,436 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $35,595,264 | 0.34% | 26,580 | $12,673,108 | Up ×2 | ||
| VONV Vanguard Russell 1000 Value ETF | $34,933,494 | 0.34% | 409,969 | $8,568,664 | Up ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $34,580,256 | 0.34% | 185,495 | $15,651,049 | Up ×2 | ||
| SPBO | $34,476,692 | 0.33% | 1,179,900 | $1,358,363 | Up ×1 | ||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $33,720,786 | 0.33% | 255,887 | $4,266,232 | Up ×1 | ||
| VNQ | $33,637,714 | 0.33% | 377,695 | $28,448,653 | Up ×1 | ||
| SCHX | $33,280,823 | 0.32% | 1,361,734 | $3,205,407 | Up ×1 | ||
| VGT | $33,256,161 | 0.32% | 50,137 | $10,475,781 | Up ×2 | ||
| LGLV | $32,812,608 | 0.32% | 187,919 | $-3,148,717 | Down ×2 | ||
| ASIA | $32,695,312 | 0.32% | 1,118,740 | $3,725,157 | Up ×2 | ||
| DMBS | $31,648,921 | 0.31% | 644,973 | $2,979,522 | Up ×2 | ||
| AXP American Express Company Common Stock | $31,413,566 | 0.30% | 98,480 | $17,821,791 | Up ×2 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $31,180,011 | 0.30% | 56,797 | $1,127,937 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $31,108,696 | 0.30% | 718,943 | $2,122,371 | Up ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $31,086,817 | 0.30% | 289,421 | $6,742,745 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $30,921,845 | 0.30% | 194,084 | $5,428,276 | Up ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $30,762,079 | 0.30% | 250,914 | $10,400,221 | Up ×2 | ||
| BWZ | $30,674,971 | 0.30% | 1,092,802 | Up ×1 | |||
| IWF | $30,153,232 | 0.29% | 71,209 | $3,663,628 | Down ×2 | ||
| IWY | $29,610,952 | 0.29% | 120,120 | $19,148,118 | Up ×1 | ||
| VHT | $29,555,360 | 0.29% | 119,011 | $123,678 | Up ×2 | ||
| ADI Analog Devices, Inc. - Common Stock | $29,312,427 | 0.28% | 123,150 | $7,665,277 | Up ×2 | ||
| EWJ | $29,273,409 | 0.28% | 390,466 | $2,913,127 | Up ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $29,246,455 | 0.28% | 28,450 | $6,947,022 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $28,426,556 | 0.28% | 73,224 | $3,778,138 | Down ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $28,240,378 | 0.27% | 276,027 | $7,300,202 | Up ×1 | ||
| XLY XLY | $27,808,985 | 0.27% | 127,955 | $-14,945,457 | Down ×2 | ||
| ECL Ecolab Inc. Common Stock | $27,095,759 | 0.26% | 100,561 | $-189,925 | Down ×1 | ||
| EUFN iShares MSCI Europe Financials ETF | $26,857,753 | 0.26% | 849,120 | $2,825,362 | Up ×1 | ||
| FLGB | $26,707,178 | 0.26% | 871,928 | $1,854,297 | Up ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $26,606,067 | 0.26% | 48,971 | $2,674,598 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $26,241,287 | 0.25% | 141,370 | $3,849,361 | Up ×2 | ||
| TPL Texas Pacific Land Corporation Common Stock | $25,827,085 | 0.25% | 24,448 | $-6,092,402 | Up ×1 | ||
| SPSM | $25,422,556 | 0.25% | 596,772 | $-19,993,999 | Down ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $25,258,014 | 0.24% | 84,504 | $5,485,632 | Up ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $24,794,166 | 0.24% | 275,096 | $-1,420,392 | Up ×2 | ||
| MCD McDonald's Corporation Common Stock | $24,622,020 | 0.24% | 84,271 | $-1,526,988 | Up ×2 | ||
| SYK Stryker Corporation Common Stock | $24,496,994 | 0.24% | 61,917 | $1,738,158 | Up ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BWZ | $30,674,971 | 1,092,802 | 0.30% |
| FTGC | $19,921,822 | 807,532 | 0.19% |
| VLUE | $17,716,188 | 156,489 | 0.17% |
| ONEV | $16,623,374 | 128,763 | 0.16% |
| EHC | $13,445,635 | 109,643 | 0.13% |
| TKO | $13,174,411 | 72,406 | 0.13% |
| HAWX | $13,012,362 | 368,101 | 0.13% |
| IBDQ | $12,931,581 | 513,564 | 0.13% |
| RDVY | $12,332,645 | 196,566 | 0.12% |
| NET | $10,600,663 | 54,131 | 0.10% |
| PINS | $8,675,070 | 241,915 | 0.08% |
| UTI | $8,528,518 | 251,653 | 0.08% |
| CAVA | $7,360,332 | 87,383 | 0.07% |
| BRNY | $7,278,928 | 161,217 | 0.07% |
| QAI | $6,909,008 | 213,768 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MSFT | Bought more | +79K | +$88.5M |
| NVDA | Bought more | +157K | +$79.6M |
| VOO | Bought more | +114K | +$68.9M |
| META | Bought more | +38K | +$50.6M |
| AMZN | Trimmed | -269K | -$48.9M |
| AVGO | Bought more | +60K | +$43.0M |
| JSI | Bought more | +670K | +$35.7M |
| BRKB | Bought more | +57K | +$21.8M |
| GOOG | Bought more | +86K | +$20.2M |
| SPSM | Trimmed | -517K | -$20.0M |
12 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.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TTWO | March 31, 2025 | 75,054 | $13,816,134 | 13.1% |
| FDS | March 31, 2025 | 27,764 | $13,335,023 | -34.0% |
| DXCM | June 30, 2025 | 148,679 | $10,155,565 | 4.3% |
| SUM | March 31, 2025 | 198,713 | $10,054,915 | No longer tracked |
| SAIA | June 30, 2025 | 27,483 | $9,603,901 | 30.2% |
| IDCC | June 30, 2025 | 45,777 | $9,465,371 | 54.8% |
| ILCG | June 30, 2025 | 101,111 | $8,197,647 | No longer tracked |
| AEO | March 31, 2025 | 489,959 | $8,167,625 | 40.1% |
| VCEL | June 30, 2025 | 182,866 | $8,159,479 | 0.4% |
| HFXI | June 30, 2025 | 233,216 | $6,418,117 | No longer tracked |
| CRTO | June 30, 2025 | 180,976 | $6,408,358 | -25.9% |
| WFRD | March 31, 2025 | 67,077 | $4,804,777 | 74.8% |
| OII | June 30, 2025 | 210,298 | $4,586,598 | 158.5% |
| UGI | March 31, 2025 | 138,508 | $3,910,085 | 16.3% |
| CHH | June 30, 2025 | 22,208 | $2,948,951 | -14.3% |
| KBR | March 31, 2025 | 41,892 | $2,426,884 | -23.8% |
| IAGG | June 30, 2025 | 41,810 | $2,090,117 | No longer tracked |
| FMAT | March 31, 2025 | 42,831 | $2,064,059 | No longer tracked |
| WERN | June 30, 2025 | 69,808 | $2,045,398 | 37.1% |
| OGN | June 30, 2025 | 116,110 | $1,729,354 | 41.9% |
| NBN | March 31, 2025 | 34,702 | $1,591,607 | 41.9% |
| PSN | March 31, 2025 | 16,664 | $1,537,252 | -22.2% |
| IGE | June 30, 2025 | 33,684 | $1,531,655 | No longer tracked |
| SMMD | June 30, 2025 | 17,641 | $1,103,268 | No longer tracked |
| ELV | June 30, 2025 | 2,475 | $1,076,476 | 1.5% |
| SPSB | March 31, 2025 | 34,970 | $1,044,227 | No longer tracked |
| SPAB | June 30, 2025 | 35,877 | $916,323 | No longer tracked |
| GEM | June 30, 2025 | 26,524 | $880,119 | No longer tracked |
| ONEY | June 30, 2025 | 7,876 | $860,424 | No longer tracked |
| FN | March 31, 2025 | 3,665 | $805,969 | 124.5% |
| AGX | March 31, 2025 | 5,000 | $685,200 | 292.5% |
| CPAY | June 30, 2025 | 1,947 | $682,390 | 23.4% |
| DFS | June 30, 2025 | 3,768 | $643,115 | No longer tracked |
| CHDN | June 30, 2025 | 5,783 | $642,317 | -9.2% |
| SPTM | March 31, 2025 | 8,383 | $598,797 | No longer tracked |
| GLOB | March 31, 2025 | 2,683 | $575,288 | -66.1% |
| LINE | June 30, 2025 | 9,373 | $551,741 | -4.0% |
| LYTS | March 31, 2025 | 25,835 | $501,715 | 29.5% |
| SRE | June 30, 2025 | 6,742 | $480,023 | 14.4% |
| JHML | June 30, 2025 | 6,857 | $462,316 | No longer tracked |
| IRDM | March 31, 2025 | 15,100 | $438,202 | 76.7% |
| VIST | March 31, 2025 | 7,980 | $431,797 | 54.8% |
| HOG | June 30, 2025 | 17,002 | $429,661 | 16.4% |
| JMST | March 31, 2025 | 8,385 | $425,203 | No longer tracked |
| GTLB | March 31, 2025 | 7,525 | $424,033 | -10.7% |
| HPQ | March 31, 2025 | 12,770 | $416,699 | 7.2% |
| ABNB | March 31, 2025 | 3,161 | $415,639 | 55.9% |
| MIRM | March 31, 2025 | 10,000 | $413,500 | 122.1% |
| TEQI | March 31, 2025 | 10,060 | $408,033 | No longer tracked |
| MRT | March 31, 2025 | 116,098 | $393,572 | No longer tracked |
| VIGI | June 30, 2025 | 4,710 | $390,651 | |
| AIQ | March 31, 2025 | 10,000 | $386,400 | |
| CBU | March 31, 2025 | 6,256 | $385,870 | 10.0% |
| CHX | March 31, 2025 | 13,695 | $372,378 | No longer tracked |
| CMA | March 31, 2025 | 5,933 | $366,956 | No longer tracked |
| FRPT | March 31, 2025 | 2,463 | $364,794 | -10.0% |
| SOR | March 31, 2025 | 8,218 | $357,404 | 12.6% |
| SYM | March 31, 2025 | 15,000 | $355,650 | 104.6% |
| VMC | June 30, 2025 | 1,490 | $350,850 | 4.2% |
| PKX | June 30, 2025 | 7,381 | $350,822 | 18.3% |
| BAP | June 30, 2025 | 1,854 | $345,255 | 68.2% |
| TXG | March 31, 2025 | 23,679 | $340,030 | 614.2% |
| SLYG | March 31, 2025 | 3,749 | $338,807 | No longer tracked |
| TEM | March 31, 2025 | 10,000 | $337,600 | 37.6% |
| VRNT | June 30, 2025 | 18,700 | $333,795 | No longer tracked |
| CWST | March 31, 2025 | 3,097 | $327,692 | -16.7% |
| MMYT | June 30, 2025 | 3,163 | $309,942 | -35.8% |
| WSC | March 31, 2025 | 9,239 | $309,050 | -19.9% |
| LOPE | March 31, 2025 | 1,846 | $302,374 | -15.8% |
| VVV | June 30, 2025 | 8,419 | $293,065 | -8.9% |
| WTRG | March 31, 2025 | 8,020 | $291,309 | 4.1% |
| AAON | March 31, 2025 | 2,453 | $288,668 | 3.4% |
| HES | June 30, 2025 | 1,750 | $279,645 | No longer tracked |
| SF | March 31, 2025 | 2,620 | $277,929 | 29.7% |
| RBA | March 31, 2025 | 3,064 | $276,469 | -13.2% |
| ALTR | March 31, 2025 | 2,502 | $272,992 | No longer tracked |
| ICFI | March 31, 2025 | 2,288 | $272,766 | 6.3% |
| NFE | June 30, 2025 | 26,366 | $270,665 | -91.1% |
| COKE | June 30, 2025 | 194 | $261,635 | 69.2% |
| GARP | June 30, 2025 | 5,040 | $257,125 | No longer tracked |
| BCI | March 31, 2025 | 12,989 | $256,550 | No longer tracked |
| RY | March 31, 2025 | 2,120 | $255,481 | 83.0% |
| XYZ | March 31, 2025 | 2,927 | $248,831 | 48.9% |
| TFX | March 31, 2025 | 1,390 | $247,392 | -1.1% |
| TCAF | March 31, 2025 | 7,284 | $242,371 | No longer tracked |
| IYE | June 30, 2025 | 4,887 | $240,903 | No longer tracked |
| SSD | March 31, 2025 | 1,450 | $240,453 | 20.9% |
| FM | March 31, 2025 | 8,771 | $238,075 | No longer tracked |
| PDD | June 30, 2025 | 2,005 | $237,291 | -15.4% |
| DJP | March 31, 2025 | 7,393 | $237,240 | No longer tracked |
| NTLA | March 31, 2025 | 20,000 | $233,200 | 78.3% |
| BHB | June 30, 2025 | 7,885 | $232,628 | No longer tracked |
| FSV | March 31, 2025 | 1,284 | $232,429 | -12.1% |
| TEX | March 31, 2025 | 5,022 | $232,160 | 70.4% |
| FOF | June 30, 2025 | 19,108 | $230,633 | 7.7% |
| BERY | June 30, 2025 | 3,260 | $227,580 | No longer tracked |
| APPF | March 31, 2025 | 916 | $225,995 | -1.3% |
| TFII | March 31, 2025 | 1,652 | $223,188 | 77.9% |
| KBE | March 31, 2025 | 4,011 | $222,489 | No longer tracked |
| CRSP | March 31, 2025 | 5,640 | $221,990 | 69.0% |
| NMIH | June 30, 2025 | 6,148 | $221,635 | 7.2% |
| QTWO | March 31, 2025 | 2,190 | $220,423 | -20.0% |
| ISCG | June 30, 2025 | 4,870 | $219,406 | No longer tracked |
| CORZ | March 31, 2025 | 15,600 | $219,180 | 160.8% |
| WSM | June 30, 2025 | 1,368 | $216,553 | 45.6% |
| ENSG | March 31, 2025 | 1,619 | $215,105 | 41.7% |
| MKSI | March 31, 2025 | 2,060 | $215,043 | 244.3% |
| OGCP | March 31, 2025 | 21,474 | $214,740 | No longer tracked |
| FTCS | March 31, 2025 | 2,445 | $214,719 | |
| NATL | March 31, 2025 | 6,262 | $212,407 | 75.5% |
| GRBK | March 31, 2025 | 3,729 | $210,651 | 21.7% |
| GKOS | March 31, 2025 | 1,389 | $208,266 | 93.6% |
| BCE | June 30, 2025 | 8,995 | $206,481 | 7.3% |
| DOCS | March 31, 2025 | 3,838 | $204,909 | -55.7% |
| SGOL | March 31, 2025 | 8,144 | $204,007 | No longer tracked |
| NU | March 31, 2025 | 14,688 | $152,166 | 41.8% |
| VYX | June 30, 2025 | 11,525 | $112,368 | -34.8% |
| PNNT | March 31, 2025 | 10,975 | $77,703 | -46.8% |
| PGEN | March 31, 2025 | 12,000 | $13,440 | 371.1% |