Location: Boston, MA
CIK: 0000897378 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Jul 7, 2026
Total Value: $16.25B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 2,627,947 | $526M | 3.2% | $200.09 | $96.42 | +107.5% | COM | 67066G104 |
| AAPL | Apple Inc. | 1,609,746 | $466M | 2.9% | $289.36 | $115.48 | +150.6% | COM | 037833100 |
| GOOGL | Alphabet Inc. | 1,020,191 | $365M | 2.2% | $357.37 | $111.94 | +219.3% | COM | 02079K305 |
| MSFT | Microsoft Corp. | 815,323 | $304M | 1.9% | $373.02 | $185.46 | +101.1% | COM | 594918104 |
| AVGO | Broadcom Inc | 738,306 | $279M | 1.7% | $377.75 | $209.53 | +80.3% | COM | 11135F101 |
| V | Visa Inc | 663,519 | $228M | 1.4% | $343.09 | $130.37 | +163.2% | COM | 92826C839 |
| GEV | GE Vernova Inc. | 192,672 | $226M | 1.4% | $1174.86 | $615.21 | +91.0% | COM | 36828A101 |
| APH | Amphenol Corporation | 1,220,821 | $215M | 1.3% | $176.32 | $100.77 | +75.0% | COM | 032095101 |
| LGND | Ligand Pharmaceuticals Incorporated | 659,911 | $209M | 1.3% | $316.09 | $123.98 | +155.0% | COM | 53220K504 |
| ANET | Arista Networks Inc | 1,176,606 | $200M | 1.2% | $169.88 | $102.84 | +65.2% | COM | 040413205 |
| COST | Costco Wholesale Corporation | 208,851 | $195M | 1.2% | $935.47 | $193.04 | +384.6% | COM | 22160K105 |
| STRL | Sterling Infrastructure Inc | 230,412 | $193M | 1.2% | $839.36 | $84.69 | +891.1% | COM | 859241101 |
| GS | Goldman Sachs Group, Inc. | 182,093 | $184M | 1.1% | $1011.37 | $458.48 | +120.6% | COM | 38141G104 |
| UFPT | UFP Technologies Inc. | 687,439 | $182M | 1.1% | $265.13 | $212.49 | +24.8% | COM | 902673102 |
| ETN | Eaton Corporation PLC | 413,077 | $176M | 1.1% | $426.12 | $157.47 | +170.6% | COM | G29183103 |
| ASML | ASML Holding N.V. | 88,265 | $176M | 1.1% | $1989.45 | $1277.49 | +55.7% | COM | N07059210 |
| AMZN | Amazon.com, Inc. | 733,843 | $175M | 1.1% | $238.34 | $122.07 | +95.3% | COM | 023135106 |
| MOG/A | Moog Inc. | 406,324 | $172M | 1.1% | $423.84 | $155.40 | +172.7% | COM | 615394202 |
| MDB | MongoDB Inc. | 511,227 | $172M | 1.1% | $335.90 | $326.00 | +3.0% | COM | 60937P106 |
| MOD | Modine Manufacturing Co. | 629,268 | $168M | 1.0% | $267.02 | $128.43 | +107.9% | COM | 607828100 |
| HWM | Howmet Aerospace Inc | 622,443 | $167M | 1.0% | $268.86 | $75.80 | +254.7% | COM | 443201108 |
| NVT | NVent Electric PLC | 983,875 | $167M | 1.0% | $169.61 | $52.56 | +222.7% | COM | G6700G107 |
| META | Meta Platforms Inc | 292,203 | $165M | 1.0% | $563.29 | $348.06 | +61.8% | COM | 30303M102 |
| WELL | Welltower Inc. | 721,601 | $164M | 1.0% | $226.97 | $156.52 | — | COM | 95040Q104 |
| NPO | Enpro Inc | 433,112 | $163M | 1.0% | $376.93 | $150.40 | +150.6% | COM | 29355X107 |
| NOVT | Novanta Inc | 973,767 | $158M | 1.0% | $162.24 | $124.32 | +30.5% | COM | 67000B104 |
| CW | Curtiss-Wright Corp. | 198,758 | $151M | 0.9% | $757.76 | $275.29 | +175.3% | COM | 231561101 |
| PH | Parker-Hannifin Corp. | 152,862 | $150M | 0.9% | $978.12 | $508.88 | +92.2% | COM | 701094104 |
| LLY | Eli Lilly & Co. | 123,060 | $148M | 0.9% | $1199.43 | $928.46 | +29.2% | COM | 532457108 |
| ARM | Arm Holdings PLC | 409,049 | $145M | 0.9% | $354.57 | $265.90 | +33.3% | COM | 042068205 |
| TGTX | TG Therapeutics Inc | 2,600,123 | $143M | 0.9% | $54.94 | $33.76 | +62.7% | COM | 88322Q108 |
| TKO | TKO Group Holdings Inc. | 706,691 | $142M | 0.9% | $201.31 | $173.27 | +16.2% | COM | 87256C101 |
| TJX | The TJX Companies Inc. | 924,463 | $140M | 0.9% | $151.50 | $90.20 | +68.0% | COM | 872540109 |
| RGEN | Repligen Corporation | 1,012,226 | $138M | 0.8% | $136.44 | $146.79 | -7.1% | COM | 759916109 |
| ORLY | O'Reilly Automotive Inc. | 1,470,148 | $135M | 0.8% | $92.09 | $88.37 | +4.2% | COM | 67103H107 |
| IBKR | Interactive Brokers Group Inc | 1,527,739 | $133M | 0.8% | $87.04 | $75.38 | +15.5% | COM | 45841N107 |
| BOOT | Boot Barn Holdings Inc | 797,619 | $131M | 0.8% | $164.27 | $112.81 | +45.6% | COM | 099406100 |
| CVLT | Commvault Systems Inc. | 923,066 | $131M | 0.8% | $141.73 | $118.31 | +19.8% | COM | 204166102 |
| WMB | Williams Companies Inc. (The) | 1,747,896 | $130M | 0.8% | $74.34 | $55.43 | +34.1% | COM | 969457100 |
| VCEL | Vericel Corporation | 2,916,295 | $130M | 0.8% | $44.49 | $39.98 | +11.3% | COM | 92346J108 |
| UTI | Universal Technical Institute, Inc. | 3,000,595 | $128M | 0.8% | $42.77 | $33.29 | +28.5% | COM | 913915104 |
| ECL | Ecolab Inc. | 454,964 | $127M | 0.8% | $278.61 | $227.68 | +22.4% | COM | 278865100 |
| CRDO | Credo Technology Group Holding Ltd | 458,375 | $125M | 0.8% | $271.95 | $134.31 | +102.5% | COM | G25457105 |
| LIVN | LivaNova PLC | 1,502,244 | $124M | 0.8% | $82.23 | $65.44 | +25.7% | COM | G5509L101 |
| MIR | Mirion Technologies Inc | 6,685,434 | $120M | 0.7% | $17.93 | $19.21 | -6.7% | COM | 60471A101 |
| ISRG | Intuitive Surgical Inc. | 300,950 | $120M | 0.7% | $397.68 | $257.48 | +54.4% | COM | 46120E602 |
| IDCC | InterDigital, Inc. | 421,433 | $119M | 0.7% | $283.13 | $202.31 | +39.9% | COM | 45867G101 |
| PWR | Quanta Services, Inc. | 163,336 | $118M | 0.7% | $720.04 | $354.21 | +103.3% | COM | 74762E102 |
| KLIC | Kulicke and Soffa Industries, Inc. | 878,002 | $117M | 0.7% | $133.76 | $97.97 | +36.5% | COM | 501242101 |
| EAT | Brinker International, Inc. | 685,348 | $115M | 0.7% | $168.00 | $134.40 | +25.0% | COM | 109641100 |
| SXT | Sensient Technologies Corp | 930,339 | $115M | 0.7% | $123.29 | $80.58 | +53.0% | COM | 81725T100 |
| HLT | Hilton Worldwide Holdings Inc | 345,252 | $114M | 0.7% | $330.46 | $303.16 | +9.0% | COM | 43300A203 |
| FROG | JFrog Ltd | 1,241,991 | $113M | 0.7% | $90.88 | $52.02 | +74.7% | COM | M6191J100 |
| MPWR | Monolithic Power Systems Inc. | 80,425 | $111M | 0.7% | $1382.36 | $119.15 | +1060.2% | COM | 609839105 |
| PJT | PJT Partners Inc. | 723,474 | $109M | 0.7% | $150.94 | $134.15 | +12.5% | COM | 69343T107 |
| ABCB | Ameris Bancorp | 1,192,270 | $108M | 0.7% | $90.26 | $52.24 | +72.8% | COM | 03076K108 |
| SKY | Champion Homes Inc. | 1,212,960 | $107M | 0.7% | $88.12 | $69.72 | +26.4% | COM | 830830105 |
| AUB | Atlantic Union Bankshares Corp | 2,501,164 | $106M | 0.7% | $42.31 | $33.84 | +25.0% | COM | 04911A107 |
| RMBS | Rambus Inc. | 777,993 | $103M | 0.6% | $132.74 | $56.39 | +135.4% | COM | 750917106 |
| IMAX | IMAX Corporation | 2,537,290 | $101M | 0.6% | $39.86 | $37.58 | +6.1% | COM | 45245E109 |
| IDXX | IDEXX Laboratories Inc. | 190,193 | $100M | 0.6% | $526.44 | $660.56 | -20.3% | COM | 45168D104 |
| UBER | Uber Technologies Inc | 1,341,826 | $96.83M | 0.6% | $72.16 | $72.85 | -1.0% | COM | 90353T100 |
| HALO | Halozyme Therapeutics Inc | 1,229,106 | $96.2M | 0.6% | $78.27 | $53.80 | +45.5% | COM | 40637H109 |
| KEX | Kirby Corp | 703,728 | $95.69M | 0.6% | $135.97 | $109.66 | +24.0% | COM | 497266106 |
| TPR | Tapestry Inc | 650,354 | $95.2M | 0.6% | $146.38 | $108.94 | +34.4% | COM | 876030107 |
| FSS | Federal Signal Corp. | 726,138 | $93.3M | 0.6% | $128.49 | $97.25 | +32.1% | COM | 313855108 |
| MCO | Moodys Corp. | 205,324 | $93M | 0.6% | $452.92 | $310.33 | +45.9% | COM | 615369105 |
| LMAT | Lemaitre Vascular Inc. | 963,706 | $92.48M | 0.6% | $95.96 | $71.56 | +34.1% | COM | 525558201 |
| CASY | Casey'S General Stores Inc. | 114,817 | $91.26M | 0.6% | $794.79 | $292.87 | +171.4% | COM | 147528103 |
| AROC | Archrock Inc | 2,213,208 | $90.1M | 0.6% | $40.71 | $36.80 | +10.6% | COM | 03957W106 |
| JBTM | JBT Marel Corp. | 604,022 | $87.58M | 0.5% | $145.00 | $119.32 | +21.5% | COM | 477839104 |
| SHOP | Shopify Inc | 764,601 | $87.3M | 0.5% | $114.18 | $97.48 | +17.1% | COM | 82509L107 |
| EME | Emcor Group Inc | 105,097 | $87.22M | 0.5% | $829.88 | $136.79 | +506.7% | COM | 29084Q100 |
| VIK | Viking Holdings Ltd. | 827,835 | $86.65M | 0.5% | $104.67 | $59.63 | +75.5% | COM | G93A5A101 |
| CR | Crane Co. | 382,910 | $85.42M | 0.5% | $223.07 | $82.48 | +170.4% | COM | 224408104 |
| BCPC | Balchem Corp | 502,571 | $84.91M | 0.5% | $168.95 | $142.74 | +18.4% | COM | 057665200 |
| CSW | CSW Industrials Inc. | 300,506 | $83.63M | 0.5% | $278.30 | $242.55 | +14.7% | COM | 126402106 |
| MMSI | Merit Medical Systems Inc. | 1,184,337 | $82.12M | 0.5% | $69.34 | $78.50 | -11.7% | COM | 589889104 |
| AVAV | AeroVironment, Inc. | 495,640 | $81.82M | 0.5% | $165.07 | $151.37 | +9.1% | COM | 008073108 |
| ACIW | ACI Worldwide Inc | 1,592,306 | $80.08M | 0.5% | $50.29 | $49.84 | +0.9% | COM | 004498101 |
| ALNY | Alnylam Pharmaceuticals Inc. | 265,701 | $79.98M | 0.5% | $301.03 | $421.95 | -28.7% | COM | 02043Q107 |
| COCO | The Vita Coco Company Inc | 1,207,102 | $79.84M | 0.5% | $66.14 | $67.48 | -2.0% | COM | 92846Q107 |
| TXN | Texas Instruments Inc. | 265,222 | $79.05M | 0.5% | $298.07 | $276.00 | +8.0% | COM | 882508104 |
| POWI | Power Integrations Inc. | 930,059 | $77.9M | 0.5% | $83.76 | $72.14 | +16.1% | COM | 739276103 |
| AXON | Axon Enterprise Inc | 138,822 | $77.83M | 0.5% | $560.61 | $418.44 | +34.0% | COM | 05464C101 |
| COHR | Coherent Corp | 190,782 | $75.26M | 0.5% | $394.47 | $352.94 | +11.8% | COM | 19247G107 |
| HEI | Heico Corp | 210,755 | $75.07M | 0.5% | $356.19 | $235.78 | +51.1% | COM | 422806109 |
| RJF | Raymond James Financial Inc. | 460,228 | $69.97M | 0.4% | $152.03 | $56.23 | +170.4% | COM | 754730109 |
| NVMI | Nova Ltd | 127,910 | $69.45M | 0.4% | $542.94 | $175.11 | +210.1% | COM | M7516K103 |
| MU | Micron Technology Inc. | 59,538 | $68.72M | 0.4% | $1154.29 | $749.89 | +53.9% | COM | 595112103 |
| DDOG | Datadog Inc | 261,023 | $67.96M | 0.4% | $260.36 | $126.18 | +106.3% | COM | 23804L103 |
| CARG | Cargurus Inc | 1,976,348 | $67.37M | 0.4% | $34.09 | $34.11 | -0.1% | COM | 141788109 |
| PLTR | Palantir Technologies Inc | 512,991 | $59.85M | 0.4% | $116.67 | $149.38 | -21.9% | COM | 69608A108 |
| CXT | Crane NXT Co | 1,166,261 | $59.67M | 0.4% | $51.16 | $54.89 | -6.8% | COM | 224441105 |
| UMBF | UMB Financial Corp. | 396,647 | $56.63M | 0.3% | $142.76 | $111.30 | +28.3% | COM | 902788108 |
| Q | Qnity Electronics Inc. | 345,316 | $56.39M | 0.3% | $163.31 | $106.77 | +53.0% | COM | 74743L100 |
| AEIS | Advanced Energy Industries, Inc. | 150,510 | $56.12M | 0.3% | $372.87 | $203.45 | +83.3% | COM | 007973100 |
| NET | Cloudflare Inc | 226,921 | $55.66M | 0.3% | $245.28 | $145.18 | +68.9% | COM | 18915M107 |
| TER | Teradyne Inc. | 107,915 | $52.21M | 0.3% | $483.84 | $273.22 | +77.1% | COM | 880770102 |
| FIX | Comfort Systems USA Inc. | 25,704 | $50.94M | 0.3% | $1981.98 | $148.50 | +1234.6% | COM | 199908104 |
| FAST | Fastenal Co. | 1,050,122 | $50.44M | 0.3% | $48.03 | $40.11 | +19.7% | COM | 311900104 |
| VMI | Valmont Industries, Inc. | 87,143 | $50.33M | 0.3% | $577.60 | $302.37 | +91.0% | COM | 920253101 |
| CRS | Carpenter Technology Corporation | 80,779 | $49.83M | 0.3% | $616.84 | $364.20 | +69.4% | COM | 144285103 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | 633,391 | $48.7M | 0.3% | $76.88 | $93.08 | -17.4% | COM | 681116109 |
| APG | API Group Corp | 1,149,291 | $48.67M | 0.3% | $42.35 | $36.98 | +14.5% | COM | 00187Y100 |
| BROS | Dutch Bros Inc | 648,457 | $46.57M | 0.3% | $71.81 | $59.19 | +21.3% | COM | 26701L100 |
| ROST | Ross Stores Inc | 212,568 | $45.25M | 0.3% | $212.85 | $166.60 | +27.8% | COM | 778296103 |
| CAT | Caterpillar Inc | 41,651 | $44.35M | 0.3% | $1064.91 | $138.86 | +666.9% | COM | 149123101 |
| FLS | Flowserve Corporation | 589,829 | $43.74M | 0.3% | $74.16 | $76.69 | -3.3% | COM | 34354P105 |
| RBRK | Rubrik Inc. | 539,684 | $43.33M | 0.3% | $80.28 | $57.38 | +39.9% | COM | 781154109 |
| KRMN | Karman Holdings Inc. | 863,308 | $43.1M | 0.3% | $49.92 | $81.44 | -38.7% | COM | 485924104 |
| EHC | Encompass Health Corporation | 406,121 | $41.05M | 0.3% | $101.08 | $113.68 | -11.1% | COM | 29261A100 |
| DELL | Dell Technologies Inc | 94,675 | $40.85M | 0.3% | $431.46 | $119.11 | +262.2% | COM | 24703L202 |
| TRNO | Terreno Realty Corporation | 606,005 | $39.25M | 0.2% | $64.77 | $62.60 | — | COM | 88146M101 |
| CAVA | CAVA Group Inc. | 498,344 | $39.11M | 0.2% | $78.48 | $83.30 | -5.8% | COM | 148929102 |
| DHI | D.R. Horton, Inc. | 232,121 | $37.81M | 0.2% | $162.88 | $154.70 | +5.3% | COM | 23331A109 |
| ENTG | Entegris Inc | 208,930 | $37.58M | 0.2% | $179.86 | $91.98 | +95.5% | COM | 29362U104 |
| ROKU | Roku Inc | 266,609 | $36.83M | 0.2% | $138.14 | $121.99 | +13.2% | COM | 77543R102 |
| MYRG | MYR Grp Inc | 73,509 | $36.78M | 0.2% | $500.40 | $174.74 | +186.4% | COM | 55405W104 |
| STE | Steris PLC | 170,967 | $36M | 0.2% | $210.57 | $161.20 | +30.6% | COM | G8473T100 |
| EXPE | Expedia Group Inc | 140,675 | $36M | 0.2% | $255.88 | $244.59 | +4.6% | COM | 30212P303 |
| ADI | Analog Devices Inc. | 88,902 | $35.31M | 0.2% | $397.17 | $85.32 | +365.5% | COM | 032654105 |
| MLM | Martin Marietta Materials Inc | 60,950 | $35.15M | 0.2% | $576.70 | $344.10 | +67.6% | COM | 573284106 |
| AFRM | Affirm Holdings Inc | 426,470 | $34.78M | 0.2% | $81.55 | $65.20 | +25.1% | COM | 00827B106 |
| JPM | JPMorgan Chase & Co. | 104,517 | $34.21M | 0.2% | $327.33 | $96.53 | +239.1% | COM | 46625H100 |
| TOST | Toast Inc | 1,199,504 | $33.37M | 0.2% | $27.82 | $38.29 | -27.3% | COM | 888787108 |
| CTAS | Cintas Corporation | 184,100 | $31.31M | 0.2% | $170.08 | $172.88 | -1.6% | COM | 172908105 |
| PLXS | Plexus Corp | 103,733 | $31.19M | 0.2% | $300.67 | $232.64 | +29.2% | COM | 729132100 |
| MEDP | Medpace Holdings Inc. | 58,479 | $30.97M | 0.2% | $529.59 | $213.00 | +148.6% | COM | 58506Q109 |
| BJ | BJ Wholesale Club Holdings Inc | 350,487 | $30.57M | 0.2% | $87.22 | $85.09 | +2.5% | COM | 05550J101 |
| CMLIX | Congress Large Cap Growth Fund - Inst. Cl | 555,130 | $28.51M | 0.2% | $51.36 | $49.40 | — | COM | 74316J789 |
| TWLO | Twilio Inc | 138,114 | $28.5M | 0.2% | $206.33 | $177.28 | +16.4% | COM | 90138F102 |
| ACMR | Acm Research Inc | 223,855 | $28.4M | 0.2% | $126.89 | $29.15 | +335.3% | COM | 00108J109 |
| SEI | Solaris Energy Infrastructure Inc | 344,935 | $27.75M | 0.2% | $80.46 | $71.25 | +12.9% | COM | 83418M103 |
| LECO | Lincoln Electric Holdings Inc. | 102,989 | $27.34M | 0.2% | $265.51 | $216.82 | +22.5% | COM | 533900106 |
| CSCO | Cisco Systems, Inc. | 231,404 | $27.18M | 0.2% | $117.46 | $35.87 | +227.4% | COM | 17275R102 |
| GMED | Globus Med Inc | 338,625 | $26.75M | 0.2% | $79.01 | $85.00 | -7.0% | COM | 379577208 |
| IOT | Samsara Inc | 816,215 | $26.47M | 0.2% | $32.43 | $30.97 | +4.7% | COM | 79589L106 |
| VIRT | Virtu Financial Inc | 441,795 | $26.32M | 0.2% | $59.57 | $28.50 | +109.0% | COM | 928254101 |
| MQ | Marqeta Inc | 1,592,210 | $25.86M | 0.2% | $16.24 | $16.24 | — | COM | 57142B203 |
| HD | Home Depot Inc. | 69,579 | $24.54M | 0.2% | $352.68 | $109.09 | +223.3% | COM | 437076102 |
| DOCN | DigitalOcean Holdings Inc | 155,865 | $24.48M | 0.2% | $157.03 | $42.30 | +271.3% | COM | 25402D102 |
| FND | Floor And Decor Holding Inc. | 400,673 | $23.78M | 0.1% | $59.36 | $64.68 | -8.2% | COM | 339750101 |
| KLAC | KLA Corp. | 78,629 | $23.72M | 0.1% | $301.71 | $1501.82 | -79.9% | COM | 482480100 |
| RRC | Range Resources Corp. | 630,278 | $23.44M | 0.1% | $37.19 | $28.67 | +29.7% | COM | 75281A109 |
| LRCX | Lam Research Corporation | 53,337 | $23.11M | 0.1% | $433.33 | $223.75 | +93.7% | COM | 512807306 |
| HWKN | Hawkins Inc | 160,983 | $22.88M | 0.1% | $142.10 | $133.95 | +6.1% | COM | 420261109 |
| IWP | iShares Trust RUS MD CP GR ETF | 154,279 | $22.59M | 0.1% | $146.41 | $131.91 | +11.0% | COM | 464287481 |
| GOOG | Alphabet Inc. | 63,061 | $22.28M | 0.1% | $353.33 | $114.66 | +208.1% | COM | 02079K107 |
| ELF | E L F Beauty Inc | 283,687 | $20.99M | 0.1% | $74.00 | $71.84 | +3.0% | COM | 26856L103 |
| AMGN | Amgen Inc. | 57,526 | $20.83M | 0.1% | $362.12 | $157.82 | +129.4% | COM | 031162100 |
| AME | Ametek, Inc. | 81,862 | $19.81M | 0.1% | $241.94 | $101.28 | +138.9% | COM | 031100100 |
| NEE | NextEra Energy Inc | 221,322 | $19.43M | 0.1% | $87.77 | $63.18 | +38.9% | COM | 65339F101 |
| LIN | Linde PLC | 35,950 | $18.66M | 0.1% | $518.94 | $325.96 | +59.2% | COM | G54950103 |
| IWF | iShares Trust RUS 1000 GRW ETF | 150,039 | $18.63M | 0.1% | $124.17 | $115.25 | +7.7% | COM | 464287614 |
| MHO | M/I Homes Inc. | 113,355 | $18.23M | 0.1% | $160.79 | $100.32 | +60.3% | COM | 55305B101 |
| TBBK | Bancorp Inc | 286,531 | $17.95M | 0.1% | $62.64 | $34.23 | +83.0% | COM | 05969A105 |
| TEL | TE Connectivity PLC | 87,923 | $17.73M | 0.1% | $201.61 | $146.89 | +37.2% | COM | G87052109 |
| SYK | Stryker Corporation | 56,142 | $17.68M | 0.1% | $314.84 | $126.18 | +149.5% | COM | 863667101 |
| CDW | CDW Corp | 124,223 | $17.47M | 0.1% | $140.64 | $178.59 | -21.3% | COM | 12514G108 |
| IBM | International Business Machines Corp. | 61,981 | $17.43M | 0.1% | $281.21 | $201.47 | +39.6% | COM | 459200101 |
| WTFC | Wintrust Financial Corporation | 108,377 | $17.42M | 0.1% | $160.72 | $73.96 | +117.3% | COM | 97650W108 |
| IRT | Independence Realty Trust Inc | 1,002,178 | $16.73M | 0.1% | $16.69 | $16.32 | — | COM | 45378A106 |
| MAR | Marriott International, Inc. | 45,119 | $16.72M | 0.1% | $370.59 | $314.53 | +17.8% | COM | 571903202 |
| BKH | Black Hills Corporation | 219,718 | $16.35M | 0.1% | $74.40 | $63.89 | +16.4% | COM | 092113109 |
| WMT | Walmart Inc | 142,051 | $16.09M | 0.1% | $113.26 | $107.20 | +5.6% | COM | 931142103 |
| AVY | Avery Dennison Corporation | 98,162 | $15.94M | 0.1% | $162.35 | $170.42 | -4.7% | COM | 053611109 |
| MA | MasterCard Incorporated | 31,009 | $15.93M | 0.1% | $513.60 | $182.84 | +180.9% | COM | 57636Q104 |
| TMDX | TransMedics Group Inc. | 227,834 | $15.13M | 0.1% | $66.42 | $84.65 | -21.5% | COM | 89377M109 |
| GTY | Getty Realty Corp | 453,158 | $15.12M | 0.1% | $33.36 | $31.44 | — | COM | 374297109 |
| OKTA | Okta Inc. | 110,463 | $15.07M | 0.1% | $136.45 | $87.81 | +55.4% | COM | 679295105 |
| PATK | Patrick Industries Inc. | 166,517 | $14.95M | 0.1% | $89.78 | $67.24 | +33.5% | COM | 703343103 |
| CVX | Chevron Corp. | 90,038 | $14.92M | 0.1% | $165.76 | $137.06 | +20.9% | COM | 166764100 |
| KRYS | Krystal Biotech Inc | 40,134 | $14.92M | 0.1% | $371.67 | $298.78 | +24.4% | COM | 501147102 |
| SHW | The Sherwin-Williams Company | 43,164 | $14.86M | 0.1% | $344.32 | $242.87 | +41.8% | COM | 824348106 |
| BMI | Badger Meter Inc | 100,030 | $14.84M | 0.1% | $148.38 | $153.65 | -3.4% | COM | 056525108 |
| VST | Vistra Corp | 92,432 | $14.66M | 0.1% | $158.63 | $174.52 | -9.1% | COM | 92840M102 |
| WINA | Winmark Corp. | 34,581 | $14.63M | 0.1% | $423.08 | $390.27 | +8.4% | COM | 974250102 |
| NFLX | Netflix, Inc. | 203,937 | $14.56M | 0.1% | $71.40 | $103.00 | -30.7% | COM | 64110L106 |
| BK | The Bank of New York Mellon Corp. | 99,908 | $14.45M | 0.1% | $144.61 * | $125.69 | +10.7% | COM | 064058100 |
| MNST | Monster Beverage Corp | 150,058 | $14.42M | 0.1% | $96.12 | $68.63 | +40.1% | COM | 61174X109 |
| CALM | Cal-Maine Foods Inc. | 175,608 | $14.15M | 0.1% | $80.56 | $63.41 | +27.0% | COM | 128030202 |
| CELH | Celsius Holdings Inc. | 476,163 | $13.94M | 0.1% | $29.28 | $47.47 | -38.3% | COM | 15118V207 |
| BKNG | Booking Holdings Inc | 78,187 | $13.94M | 0.1% | $178.24 | $251.36 | -29.1% | COM | 09857L108 |
| NBIX | Neurocrine Biosciences Inc | 82,486 | $13.9M | 0.1% | $168.53 | $148.36 | +13.6% | COM | 64125C109 |
| CME | CME Group Inc. | 62,769 | $13.86M | 0.1% | $220.83 | $161.11 | +37.1% | COM | 12572Q105 |
| NOMD | Nomad Foods Ltd. | 1,258,575 | $13.78M | 0.1% | $10.95 | $12.14 | -9.8% | COM | G6564A105 |
| AMRX | Amneal Pharmaceuticals Inc | 782,778 | $13.55M | 0.1% | $17.31 | $13.70 | +26.3% | COM | 03168L105 |
| CCJ | Cameco Corporation | 132,954 | $13.54M | 0.1% | $101.86 | $78.91 | +29.1% | COM | 13321L108 |
| HE | Hawaiian Electric Industries, Inc. | 996,265 | $13.48M | 0.1% | $13.53 | $11.21 | +20.7% | COM | 419870100 |
| HIW | Highwoods Properties, Inc. | 444,745 | $13.41M | 0.1% | $30.16 | $23.42 | — | COM | 431284108 |
| CDNS | Cadence Design Systems, Inc. | 34,920 | $13.11M | 0.1% | $375.32 | $231.31 | +62.3% | COM | 127387108 |
| EOG | EOG Resources Inc. | 100,743 | $13.07M | 0.1% | $129.73 | $63.44 | +104.5% | COM | 26875P101 |
| EXLS | ExlService Holdings Inc. | 505,204 | $13.06M | 0.1% | $25.86 | $43.73 | -40.9% | COM | 302081104 |
| TDS | Telephone and Data Systems Inc. | 352,497 | $13.05M | 0.1% | $37.01 | $29.55 | +25.2% | COM | 879433829 |
| BOH | Bank of Hawaii Corp. | 158,975 | $12.95M | 0.1% | $81.49 | $69.14 | +17.9% | COM | 062540109 |
| GRMN | Garmin Ltd | 53,999 | $12.83M | 0.1% | $237.54 | $198.62 | +19.6% | COM | H2906T109 |
| MCD | McDonald's Corp. | 46,088 | $12.46M | 0.1% | $270.31 | $231.15 | +16.9% | COM | 580135101 |
| FICO | Fair Isaac Corporation | 10,358 | $12.38M | 0.1% | $1194.78 | $1445.19 | -17.3% | COM | 303250104 |
| SMMD | iShares Trust RUSEL 2500 ETF | 133,716 | $12.25M | 0.1% | $91.63 | $71.78 | +27.6% | COM | 46435G268 |
| BKU | BankUnited Inc. | 251,247 | $12.17M | 0.1% | $48.45 | $32.22 | +50.4% | COM | 06652K103 |
| POWL | Powell Industries Inc. | 42,456 | $12.16M | 0.1% | $286.36 | $250.61 | +14.3% | COM | 739128106 |
| TNGX | Tango Therapeutics Inc. | 380,746 | $11.9M | 0.1% | $31.26 | $11.09 | +182.0% | COM | 87583X109 |
| THG | The Hanover Insurance Group, Inc. | 55,427 | $11.87M | 0.1% | $214.12 | $130.95 | +63.5% | COM | 410867105 |
| BLBD | Blue Bird Corp. | 149,412 | $11.8M | 0.1% | $78.96 | $48.54 | +62.7% | COM | 095306106 |
| CENX | Century Aluminum Company | 255,636 | $11.76M | 0.1% | $46.01 | $25.37 | +81.4% | COM | 156431108 |
| RLAY | Relay Therapeutics Inc | 626,141 | $11.72M | 0.1% | $18.71 | $7.67 | +143.9% | COM | 75943R102 |
| MSI | Motorola Solutions Inc | 27,245 | $11.31M | 0.1% | $415.29 | $424.71 | -2.2% | COM | 620076307 |
| AVA | Avista Corporation | 273,449 | $11.19M | 0.1% | $40.91 | $39.47 | +3.6% | COM | 05379B107 |
| HLIO | Helios Technologies Inc | 125,225 | $11.18M | 0.1% | $89.25 | $61.56 | +45.0% | COM | 42328H109 |
| FNB | F N B Corp (Pennsylvania) | 575,445 | $10.98M | 0.1% | $19.08 | $13.80 | +38.2% | COM | 302520101 |
| NSSC | NAPCO Security Technologies Inc. | 285,462 | $10.84M | 0.1% | $37.98 | $36.66 | +3.6% | COM | 630402105 |
| CNX | CNX Resources Corporation | 315,210 | $10.7M | 0.1% | $33.93 | $20.60 | +64.7% | COM | 12653C108 |
| WAFD | WaFd Inc | 277,892 | $10.66M | 0.1% | $38.37 | $27.98 | +37.1% | COM | 938824109 |
| GPI | Group 1 Automotive, Inc. | 35,151 | $10.24M | 0.1% | $291.17 | $222.40 | +30.9% | COM | 398905109 |
| AOSL | Alpha & Omega Semiconductor Ltd. | 203,460 | $9.63M | 0.1% | $47.33 | $40.15 | +17.9% | COM | G6331P104 |
| KVYO | Klaviyo Inc | 636,230 | $9.607M | 0.1% | $15.10 | $16.57 | -8.9% | COM | 49845K101 |
| AMAL | Amalgamated Financial Corp. | 204,238 | $9.375M | 0.1% | $45.90 | $35.35 | +29.9% | COM | 022671101 |
| APLE | Apple Hospitality Reit Inc | 555,557 | $9.339M | 0.1% | $16.81 | $14.32 | — | COM | 03784Y200 |
| STAG | STAG Industrial, Inc. | 245,094 | $9.328M | 0.1% | $38.06 | $32.83 | — | COM | 85254J102 |
| RES | RPC Inc | 1,581,265 | $9.219M | 0.1% | $5.83 | $5.01 | +16.4% | COM | 749660106 |
| CPF | Central Pacific Financial Corp. | 241,153 | $9.212M | 0.1% | $38.20 | $34.75 | +9.9% | COM | 154760409 |
| CNO | CNO Financial Group, Inc. | 178,540 | $9.102M | 0.1% | $50.98 | $25.34 | +101.2% | COM | 12621E103 |
| OZK | Bank OZK | 174,690 | $9.1M | 0.1% | $52.09 | $42.17 | +23.5% | COM | 06417N103 |
| DXPE | DXP Enterprises Inc. | 52,592 | $8.874M | 0.1% | $168.74 | $157.77 | +7.0% | COM | 233377407 |
| KEYS | Keysight Technologies, Inc. | 24,983 | $8.746M | 0.1% | $350.07 | $324.46 | +7.9% | COM | 49338L103 |
| HURN | Huron Consulting Group Inc. | 94,945 | $8.56M | 0.1% | $90.16 | $94.70 | -4.8% | COM | 447462102 |
| POR | Portland General Electric Company | 163,084 | $8.453M | 0.1% | $51.83 | $41.30 | +25.5% | COM | 736508847 |
| BWXT | BWX Technologies Inc. | 43,408 | $8.449M | 0.1% | $194.65 | $137.13 | +41.9% | COM | 05605H100 |
| HLNE | Hamilton Lane Inc | 105,098 | $8.285M | 0.1% | $78.83 | $118.52 | -33.5% | COM | 407497106 |
| WLTH | Wealthfront Corp. | 925,205 | $8.271M | 0.1% | $8.94 | $9.24 | -3.3% | COM | 947002101 |
| DHT | DHT Holdings Inc. | 487,353 | $8.056M | 0.0% | $16.53 | $6.45 | +156.3% | COM | Y2065G121 |
| SNOW | Snowflake Inc | 31,420 | $7.996M | 0.0% | $254.50 | $184.02 | +38.3% | COM | 833445109 |
| TCBI | Texas Capital Bancshares, Inc. | 77,013 | $7.952M | 0.0% | $103.26 | $82.52 | +25.1% | COM | 88224Q107 |
| OSBC | Old Second Bancorp Inc. | 338,650 | $7.897M | 0.0% | $23.32 | $21.38 | +9.0% | COM | 680277100 |
| LUMN | Lumen Technologies Inc | 982,011 | $7.542M | 0.0% | $7.68 | $7.16 | +7.3% | COM | 550241103 |
| ALKT | Alkami Technology Inc. | 415,976 | $7.537M | 0.0% | $18.12 | $23.98 | -24.4% | COM | 01644J108 |
| GPOR | Gulfport Energy Corporation | 43,488 | $7.38M | 0.0% | $169.70 | $187.98 | -9.7% | COM | 402635502 |
| KNF | Knife River Corp. | 87,718 | $7.338M | 0.0% | $83.65 | $76.96 | +8.7% | COM | 498894104 |
| FTNT | Fortinet Inc | 47,169 | $7.246M | 0.0% | $153.62 | $57.39 | +167.7% | COM | 34959E109 |
| ACN | Accenture PLC | 58,051 | $7.224M | 0.0% | $124.44 | $134.20 | -7.3% | COM | G1151C101 |
| RYN | Rayonier Inc | 332,638 | $7.079M | 0.0% | $21.28 | $20.63 | — | COM | 754907103 |
| ACHC | Acadia Healthcare Company, Inc. | 237,972 | $7.027M | 0.0% | $29.53 | $36.05 | -18.1% | COM | 00404A109 |
| LCII | LCI Industries | 65,338 | $6.918M | 0.0% | $105.88 | $105.22 | +0.6% | COM | 50189K103 |
| TALO | Talos Energy Inc | 508,014 | $6.558M | 0.0% | $12.91 | $13.47 | -4.2% | COM | 87484T108 |
| XOM | Exxon Mobil Corp. | 46,154 | $6.31M | 0.0% | $136.72 | $108.78 | +25.7% | COM | 30231G102 |
| CLSK | CleanSpark Inc. | 419,742 | $6.107M | 0.0% | $14.55 | $9.82 | +48.2% | COM | 18452B209 |
| CRSP | CRISPR Therapeutics AG | 109,453 | $5.97M | 0.0% | $54.54 | $56.01 | -2.6% | COM | H17182108 |
| SR | Spire Inc | 72,636 | $5.672M | 0.0% | $78.09 | $74.92 | — | COM | 84857L101 |
| MTDR | Matador Resources Company | 104,619 | $5.208M | 0.0% | $49.78 | $42.76 | +16.4% | COM | 576485205 |
| TROW | Price T Rowe Group Inc. | 42,773 | $4.863M | 0.0% | $113.69 | $68.00 | +67.2% | COM | 74144T108 |
| CCCC | C4 Therapeutics Inc | 1,003,437 | $4.686M | 0.0% | $4.67 | $2.54 | +83.9% | COM | 12529R107 |
| CMC | Commercial Metals Company | 74,665 | $4.685M | 0.0% | $62.75 | $35.75 | +75.5% | COM | 201723103 |
| FHI | Federated Hermes Inc | 84,701 | $4.677M | 0.0% | $55.22 | $35.20 | +56.9% | COM | 314211103 |
| IDYA | IDEAYA Biosciences Inc. | 117,713 | $4.387M | 0.0% | $37.27 | $30.61 | +21.8% | COM | 45166A102 |
| BBT | Beacon Financial Corp. | 142,027 | $4.325M | 0.0% | $30.45 | $26.20 | +16.2% | COM | 084680107 |
| TMO | Thermo Fisher Scientific Inc | 8,475 | $4.249M | 0.0% | $501.37 | $564.31 | -11.2% | COM | 883556102 |
| CSMD | Congress SMID Growth ETF | 108,255 | $3.95M | 0.0% | $36.49 | $30.54 | +19.5% | COM | 74316P645 |
| URI | United Rentals, Inc. | 3,461 | $3.921M | 0.0% | $1132.89 | $230.10 | +392.3% | COM | 911363109 |
| ACVA | ACV Auctions Inc | 536,841 | $3.86M | 0.0% | $7.19 | $13.15 | -45.3% | COM | 00091G104 |
| PEN | Penumbra Inc. | 12,191 | $3.849M | 0.0% | $315.75 | $200.65 | +57.4% | COM | 70975L107 |
| ATEC | Alphatec Holdings Inc. | 440,638 | $3.812M | 0.0% | $8.65 | $10.65 | -18.8% | COM | 02081G201 |
| VWO | Vanguard International Equity Index Funds FTSE EMR MKT ETF | 63,590 | $3.796M | 0.0% | $59.69 | $41.95 | +42.3% | COM | 922042858 |
| MLTX | MoonLake Immunotherapeutics | 180,448 | $3.513M | 0.0% | $19.47 | $28.66 | -32.1% | COM | 61559X104 |
| BKR | Baker Hughes Company | 61,063 | $3.389M | 0.0% | $55.50 | $39.54 | +40.4% | COM | 05722G100 |
| KFY | Korn Ferry | 48,741 | $3.245M | 0.0% | $66.58 | $70.58 | -5.7% | COM | 500643200 |
| EQIX | Equinix, Inc. | 3,055 | $3.185M | 0.0% | $1042.48 | $260.21 | — | COM | 29444U700 |
| BDN | Brandywine Realty Trust | 1,002,668 | $3.178M | 0.0% | $3.17 | $6.60 | — | COM | 105368203 |
| IDA | Idacorp Inc | 20,798 | $3.147M | 0.0% | $151.30 | $107.41 | +40.9% | COM | 451107106 |
| PG | The Procter & Gamble Co. | 20,417 | $2.994M | 0.0% | $146.64 | $102.29 | +43.4% | COM | 742718109 |
| AMLP | ALPS ETF Trust ALERIAN MLP | 57,611 | $2.987M | 0.0% | $51.85 | $39.32 | +31.9% | COM | 00162Q452 |
| SM | SM Energy Co. | 113,445 | $2.961M | 0.0% | $26.10 | $33.40 | -21.9% | COM | 78454L100 |
| PGR | The Progressive Corporation | 13,116 | $2.865M | 0.0% | $218.45 | $145.97 | +49.7% | COM | 743315103 |
| ANGL | VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF | 94,318 | $2.758M | 0.0% | $29.24 | $28.47 | +2.7% | COM | 92189F437 |
| EFA | iShares Trust MSCI EAFE ETF | 26,040 | $2.705M | 0.0% | $103.88 | $66.08 | +57.2% | COM | 464287465 |
| PFF | iShares Trust PFD AND INCM SEC | 87,923 | $2.681M | 0.0% | $30.49 | $36.53 | -16.5% | COM | 464288687 |
| CAML | Congress Large Cap Growth ETF | 66,771 | $2.671M | 0.0% | $40.01 | $33.77 | +18.5% | COM | 74316P637 |
| MTH | Meritage Homes Corp | 31,503 | $2.642M | 0.0% | $83.85 | $82.29 | +1.9% | COM | 59001A102 |
| SNPS | Synopsys Inc | 5,808 | $2.591M | 0.0% | $446.07 | $83.35 | +435.1% | COM | 871607107 |
| CP | Canadian Pacific Kansas City Ltd. | 29,610 | $2.566M | 0.0% | $86.65 | $75.65 | +14.5% | COM | 13646K108 |
| CVI | CVR Energy Inc. | 91,757 | $2.527M | 0.0% | $27.54 | $16.71 | +64.8% | COM | 12662P108 |
| SPY | State Street Spdr S&p 500 Etf Trust TR UNIT | 3,380 | $2.524M | 0.0% | $746.86 | $547.63 | +36.4% | COM | 78462F103 |
| VUG | Vanguard Index Funds GROWTH ETF | 26,436 | $2.277M | 0.0% | $86.14 | $80.32 | +7.2% | COM | 922908736 |
| IWO | iShares Trust RUS 2000 GRW ETF | 5,051 | $1.99M | 0.0% | $393.96 | $324.62 | +21.4% | COM | 464287648 |
| NOW | Servicenow Inc | 19,314 | $1.918M | 0.0% | $99.28 | $158.75 | -37.5% | COM | 81762P102 |
| IMIDX | Congress Mid Cap Growth Fund Inst Class | 82,826 | $1.87M | 0.0% | $22.58 | $22.51 | — | COM | 74316J458 |
| AAXJ | iShares Trust MSCI AC ASIA ETF | 14,955 | $1.785M | 0.0% | $119.33 | $75.97 | +57.1% | COM | 464288182 |
| IJK | iShares Trust S&P MC 400GR ETF | 15,059 | $1.769M | 0.0% | $117.50 | $96.08 | +22.3% | COM | 464287606 |
| ZTS | Zoetis Inc. | 23,576 | $1.694M | 0.0% | $71.86 | $85.33 | -15.8% | COM | 98978V103 |
| VSS | Vanguard International Equity Index Funds FTSE SMCAP ETF | 10,886 | $1.68M | 0.0% | $154.28 | $99.74 | +54.7% | COM | 922042718 |
| VRT | Vertiv Holdings Co | 5,000 | $1.674M | 0.0% | $334.82 | $32.86 | +918.9% | COM | 92537N108 |
| PAVE | Global X Funds US INFR DEV ETF | 27,215 | $1.604M | 0.0% | $58.92 | $27.94 | +110.8% | COM | 37954Y673 |
| DBMF | Litman Gregory Funds Trust IMGP DBI MANAGED FUTURES STRATEGY ETF | 50,625 | $1.55M | 0.0% | $30.61 | $30.72 | -0.4% | COM | 53700T827 |
| PDBC | Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD | 97,335 | $1.546M | 0.0% | $15.88 | $16.18 | -1.9% | COM | 46090F100 |
| JNJ | Johnson & Johnson | 5,359 | $1.361M | 0.0% | $253.99 | $121.85 | +108.4% | COM | 478160104 |
| APD | Air Products & Chemicals, Inc. | 4,611 | $1.352M | 0.0% | $293.20 | $268.06 | +9.4% | COM | 009158106 |
| EVH | Evolent Health, Inc. | 228,692 | $1.24M | 0.0% | $5.42 | $18.14 | -70.1% | COM | 30050B101 |
| CSMCX | Congress Small Cap Growth Fund | 20,606 | $1.216M | 0.0% | $58.99 | $47.56 | — | COM | 74316P710 |
| VOO | Vanguard Index Funds S&P 500 ETF SHS | 1,682 | $1.155M | 0.0% | $686.81 | $413.72 | +66.0% | COM | 922908363 |
| DRI | Darden Restaurants, Inc. | 5,510 | $1.135M | 0.0% | $206.02 | $129.32 | +59.3% | COM | 237194105 |
| FCN | FTI Consulting, Inc. | 7,274 | $1.084M | 0.0% | $149.01 | $144.86 | +2.9% | COM | 302941109 |
| MRVL | Marvell Technology Inc | 3,569 | $1.063M | 0.0% | $297.89 | $62.28 | +378.3% | COM | 573874104 |
| ADSK | Autodesk Inc | 5,412 | $1.052M | 0.0% | $194.42 | $176.94 | +9.9% | COM | 052769106 |
| JANX | Janux Therapeutics Inc | 67,610 | $1.038M | 0.0% | $15.36 | $22.73 | -32.4% | COM | 47103J105 |
| GD | General Dynamics Corporation | 2,676 | $948K | 0.0% | $354.30 | $281.95 | +25.6% | COM | 369550108 |
| GNRC | Generac Holdings Inc. | 3,190 | $934K | 0.0% | $292.81 | $100.69 | +190.8% | COM | 368736104 |
| PANW | Palo Alto Networks Inc | 2,648 | $903K | 0.0% | $341.00 | $178.79 | +90.7% | COM | 697435105 |
| KO | Coca-Cola Co (The) | 11,006 | $894K | 0.0% | $81.27 | $63.09 | +28.8% | COM | 191216100 |
| MS | Morgan Stanley | 4,239 | $886K | 0.0% | $209.05 | $119.51 | +74.9% | COM | 617446448 |
| ABBV | AbbVie Inc. | 3,356 | $844K | 0.0% | $251.63 | $67.15 | +274.7% | COM | 00287Y109 |
| NXPI | NXP Semiconductors NV | 2,971 | $835K | 0.0% | $281.01 | $121.14 | +132.0% | COM | N6596X109 |
| ORCL | Oracle Corp. | 5,649 | $828K | 0.0% | $146.56 | $103.79 | +41.2% | COM | 68389X105 |
| IWM | iShares Trust RUSSELL 2000 ETF | 2,650 | $796K | 0.0% | $300.45 | $201.24 | +49.3% | COM | 464287655 |
| TDY | Teledyne Technologies Inc | 1,087 | $725K | 0.0% | $666.90 | $371.43 | +79.5% | COM | 879360105 |
| IVV | iShares Trust CORE S&P500 ETF | 958 | $717K | 0.0% | $748.89 | $673.27 | +11.2% | COM | 464287200 |
| ADP | Automatic Data Processing, Inc. | 3,105 | $695K | 0.0% | $223.95 | $104.34 | +114.6% | COM | 053015103 |
| MRK | Merck & Co., Inc | 5,371 | $690K | 0.0% | $128.50 | $54.11 | +137.5% | COM | 58933Y105 |
| CAMLX | Congress Large Cap Growth Fund - Retail Cl | 13,439 | $682K | 0.0% | $50.73 | $48.96 | — | COM | 742935216 |
| TSLA | Tesla Inc | 1,565 | $658K | 0.0% | $420.60 | $333.80 | +26.0% | COM | 88160R101 |
| USFD | US Foods Holding Corp | 6,135 | $627K | 0.0% | $102.25 | $66.01 | +54.9% | COM | 912008109 |
| BRK/B | Berkshire Hathaway Inc. | 1,250 | $625K | 0.0% | $500.39 | $193.34 | +158.8% | COM | 084670702 |
| FN | Fabrinet | 1,100 | $618K | 0.0% | $562.08 | $233.69 | +140.5% | COM | G3323L100 |
| MDY | State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP | 873 | $614K | 0.0% | $703.34 | $560.81 | +25.4% | COM | 78467Y107 |
| PM | Philip Morris International Inc. | 3,287 | $595K | 0.0% | $180.91 | $173.43 | +4.3% | COM | 718172109 |
| PRIM | Primoris Services Corp. | 5,942 | $589K | 0.0% | $99.12 | $74.08 | +33.8% | COM | 74164F103 |
| DECK | Deckers Outdoor Corp. | 5,349 | $531K | 0.0% | $99.29 | $135.03 | -26.5% | COM | 243537107 |
| SPGI | S&P Global Inc | 1,294 | $527K | 0.0% | $407.15 | $369.18 | +10.3% | COM | 78409V104 |
| HOOD | Robinhood Markets Inc | 5,200 | $521K | 0.0% | $100.28 | $87.75 | +14.3% | COM | 770700102 |
| SO | Southern Co. | 5,411 | $518K | 0.0% | $95.71 | $51.89 | +84.5% | COM | 842587107 |
| ALL | The Allstate Corporation | 2,036 | $484K | 0.0% | $237.91 | $120.74 | +97.1% | COM | 020002101 |
| ADBE | Adobe Inc | 2,348 | $481K | 0.0% | $205.02 | $100.84 | +103.3% | COM | 00724F101 |
| CL | Colgate-Palmolive Co. | 5,220 | $479K | 0.0% | $91.68 | $58.86 | +55.8% | COM | 194162103 |
| CHD | Church & Dwight Co Inc. | 4,875 | $472K | 0.0% | $96.87 | $60.02 | +61.4% | COM | 171340102 |
| MELI | Mercadolibre Inc | 275 | $467K | 0.0% | $1697.39 | $1707.75 | -0.6% | COM | 58733R102 |
| TTWO | Take-Two Interactive Software Inc. | 1,823 | $456K | 0.0% | $249.98 | $159.10 | +57.1% | COM | 874054109 |
| FCX | Freeport-McMoRan Inc. | 7,212 | $454K | 0.0% | $62.89 | $35.74 | +76.0% | COM | 35671D857 |
| BSX | Boston Scientific Corporation | 10,247 | $437K | 0.0% | $42.68 | $55.36 | -22.9% | COM | 101137107 |
| ITW | Illinois Tool Works Inc. | 1,614 | $436K | 0.0% | $270.41 | $80.12 | +237.6% | COM | 452308109 |
| ONTO | Onto Innovation Inc. | 1,151 | $436K | 0.0% | $378.45 | $145.84 | +159.5% | COM | 683344105 |
| DE | Deere & Company | 657 | $417K | 0.0% | $634.60 | $347.04 | +82.8% | COM | 244199105 |
| VOT | Vanguard Index Funds MCAP GR IDXVIP | 1,341 | $411K | 0.0% | $306.30 | $257.89 | +18.8% | COM | 922908538 |
| FXI | iShares Trust CHINA LG-CAP ETF | 11,914 | $376K | 0.0% | $31.59 | $26.26 | +20.3% | COM | 464287184 |
| TILE | Interface, Inc. | 10,431 | $374K | 0.0% | $35.84 | $21.92 | +63.5% | COM | 458665304 |
| RMD | ResMed Inc. | 1,916 | $373K | 0.0% | $194.88 | $116.88 | +66.7% | COM | 761152107 |
| HON | Honeywell International Inc. | 1,667 | $373K | 0.0% | $223.87 | $142.97 | +56.6% | COM | 438516106 |
| UNP | Union Pacific Corporation | 1,350 | $367K | 0.0% | $272.06 | $136.27 | +99.6% | COM | 907818108 |
| NAVN | Navan Inc. | 16,000 | $366K | 0.0% | $22.87 | $18.30 | +24.9% | COM | 639193101 |
| MRSH | Marsh & McLennan Companies, Inc. | 2,087 | $348K | 0.0% | $166.67 | $184.60 | -9.7% | COM | 571748102 |
| CHDN | Churchill Downs Inc | 3,854 | $345K | 0.0% | $89.64 | $93.00 | -3.6% | COM | 171484108 |
| CALX | Calix Inc. | 8,898 | $332K | 0.0% | $37.32 | $44.57 | -16.3% | COM | 13100M509 |
| YETI | Yeti Holdings Inc | 6,470 | $321K | 0.0% | $49.56 | $39.34 | +26.0% | COM | 98585X104 |
| JHEQX | JP Morgan Trust I HEDGED EQUITY I | 9,225 | $319K | 0.0% | $34.63 | $33.10 | — | COM | 46637K281 |
| TXRH | Texas Roadhouse Inc | 1,631 | $315K | 0.0% | $193.23 | $173.91 | +11.1% | COM | 882681109 |
| QQQ | Invesco QQQ Trust, Series 1 UNIT SER 1 | 395 | $291K | 0.0% | $737.04 | $428.75 | +71.8% | COM | 46090E103 |
| PSTG | Everpure Inc. | 3,610 | $284K | 0.0% | $78.79 * | $57.79 | +40.5% | COM | 74624M102 |
| UNH | UnitedHealth Group Inc. | 670 | $278K | 0.0% | $415.48 | $247.00 | +68.3% | COM | 91324P102 |
| CPRT | Copart Inc | 9,578 | $270K | 0.0% | $28.19 | $30.42 | -7.3% | COM | 217204106 |
| NOC | Northrop Grumman Corporation | 528 | $269K | 0.0% | $509.04 | $492.55 | +3.4% | COM | 666807102 |
| LOW | Lowes Companies, Inc. | 1,210 | $267K | 0.0% | $220.49 | $195.80 | +12.6% | COM | 548661107 |
| COO | The Cooper Companies, Inc. | 3,688 | $264K | 0.0% | $71.71 | $92.57 | -22.5% | COM | 216648501 |
| BR | Broadridge Financial Solutions Inc. | 1,856 | $254K | 0.0% | $136.92 | $99.99 | +37.0% | COM | 11133T103 |
| XAR | SPDR Series Trust STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 858 | $243K | 0.0% | $283.79 | $270.40 | +5.0% | COM | 78464A631 |
| FLEX | Flex Ltd. | 1,500 | $243K | 0.0% | $162.07 | $121.28 | +33.6% | COM | Y2573F102 |
| SFM | Sprouts Farmers Markets Inc | 2,862 | $242K | 0.0% | $84.58 | $82.42 | +2.6% | COM | 85208M102 |
| SAIA | Saia Inc | 571 | $240K | 0.0% | $421.16 | $287.95 | +46.3% | COM | 78709Y105 |
| AJG | Gallagher Aj &Co | 984 | $226K | 0.0% | $229.57 | $228.14 | +0.6% | COM | 363576109 |
| SCCO | Southern Copper Corporation | 1,284 | $224K | 0.0% | $174.26 | $67.36 | +158.7% | COM | 84265V105 |
| TSCO | Tractor Supply Co | 6,906 | $218K | 0.0% | $31.61 | $51.09 | -38.1% | COM | 892356106 |
| ODFL | Old Dominion Freight Line Inc. | 1,002 | $217K | 0.0% | $216.51 | $215.92 | +0.3% | COM | 679580100 |
| ROP | Roper Technologies Inc | 627 | $212K | 0.0% | $338.52 | $306.48 | +10.4% | COM | 776696106 |
| VRTX | Vertex Pharmaceuticals Incorporated | 409 | $203K | 0.0% | $496.73 | $441.25 | +12.6% | COM | 92532F100 |
| ICE | Intercontinental Exchange Inc | 1,630 | $201K | 0.0% | $123.11 | $81.37 | +51.3% | COM | 45866F104 |
| VBK | Vanguard Index Funds SML CP GRW ETF | 72,700 | $72,700 | 0.0% | $1.00 * | $293.70 | +24.5% | COM | 922908595 |
| AOK | iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF | 63,705 | $63,705 | 0.0% | $1.00 * | $39.65 | +4.6% | COM | 464289883 |
| ORRCF | Oroco Resources Co | 21,675 | $5,564 | 0.0% | $0.26 | $0.64 | -60.1% | COM | 687033100 |
| — | Arcellx Inc Contra CVR ⚠ | 47,651 | $0 | 0.0% | $0.00 | — | — | COM | 039CVR014 |