Q4 2025 Holdings
Filed 2026-01-09 | 381 holdings | $14.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Karman Holdings Inc.(KRMN) | COM | 485924104 | $24.2M | 330,898 | 0.2% |
| iShares Trust RUS 2000 GRW ETF(IWO) | COM | 464287648 | $24.6M | 76,264 | 0.2% |
| Toast Inc(TOST) | COM | 888787108 | $27.6M | 776,735 | 0.2% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $28.2M | 370,936 | 0.2% |
| PTC Inc(PTC) | COM | 69370C100 | $28.5M | 163,512 | 0.2% |
| Insulet Corporation(PODD) | COM | 45784P101 | $28.6M | 100,518 | 0.2% |
| Congress Large Cap Growth Fund - Inst. Cl(CMLIX) | COM | 74316J789 | $29.8M | 605,242 | 0.2% |
| Caterpillar Inc(CAT) | COM | 149123101 | $30.3M | 52,871 | 0.2% |
| BJ Wholesale Club Holdings Inc(BJ) | COM | 05550J101 | $31.0M | 344,146 | 0.2% |
| Home Depot Inc.(HD) | COM | 437076102 | $31.4M | 91,379 | 0.2% |
| Terreno Realty Corporation(TRNO) | COM | 88146M101 | $33.3M | 566,448 | 0.2% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $33.7M | 202,763 | 0.2% |
| Vanguard Index Funds SML CP GRW ETF(VBK) | COM | 922908595 | $33.8M | 111,812 | 0.2% |
| Pinterest Inc(PINS) | COM | 72352L106 | $33.9M | 1,308,393 | 0.2% |
| Medpace Holdings Inc.(MEDP) | COM | 58506Q109 | $33.9M | 60,378 | 0.2% |
| Valmont Industries, Inc.(VMI) | COM | 920253101 | $34.3M | 85,346 | 0.2% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $35.0M | 108,567 | 0.2% |
| Steris PLC(STE) | COM | G8473T100 | $35.9M | 141,722 | 0.3% |
| iShares Trust RUS 1000 GRW ETF(IWF) | COM | 464287614 | $36.3M | 76,657 | 0.3% |
| Cintas Corporation(CTAS) | COM | 172908105 | $38.2M | 202,855 | 0.3% |
| Ross Stores Inc(ROST) | COM | 778296103 | $41.3M | 229,412 | 0.3% |
| MongoDB Inc.(MDB) | COM | 60937P106 | $42.3M | 100,694 | 0.3% |
| Azenta Inc(AZTA) | COM | 114340102 | $42.8M | 1,285,472 | 0.3% |
| Universal Technical Institute, Inc.(UTI) | COM | 913915104 | $44.3M | 1,694,173 | 0.3% |
| Datadog Inc(DDOG) | COM | 23804L103 | $44.9M | 329,862 | 0.3% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $46.3M | 580,610 | 0.3% |
| Houlihan Lokey Inc.(HLI) | COM | 441593100 | $46.4M | 266,656 | 0.3% |
| Fastenal Co.(FAST) | COM | 311900104 | $47.2M | 1,176,851 | 0.3% |
| Advanced Energy Industries, Inc.(AEIS) | COM | 007973100 | $47.5M | 226,882 | 0.3% |
| Knife River Corp.(KNF) | COM | 498894104 | $49.3M | 700,780 | 0.3% |
| API Group Corp(APG) | COM | 00187Y100 | $49.7M | 1,298,095 | 0.3% |
| Garmin Ltd(GRMN) | COM | H2906T109 | $50.0M | 246,662 | 0.4% |
| Fair Isaac Corporation(FICO) | COM | 303250104 | $54.6M | 32,321 | 0.4% |
| Box Inc.(BOX) | COM | 10316T104 | $55.5M | 1,855,109 | 0.4% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $56.3M | 1,126,558 | 0.4% |
| Yeti Holdings Inc(YETI) | COM | 98585X104 | $57.1M | 1,293,164 | 0.4% |
| Crane NXT Co(CXT) | COM | 224441105 | $57.3M | 1,216,829 | 0.4% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $57.3M | 1,922,410 | 0.4% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $58.0M | 288,327 | 0.4% |
| Balchem Corp(BCPC) | COM | 057665200 | $58.1M | 378,746 | 0.4% |
| Encompass Health Corporation(EHC) | COM | 29261A100 | $58.2M | 548,170 | 0.4% |
| Kirby Corp(KEX) | COM | 497266106 | $58.4M | 529,902 | 0.4% |
| Lemaitre Vascular Inc.(LMAT) | COM | 525558201 | $59.4M | 732,331 | 0.4% |
| Credo Technology Group Holding Ltd(CRDO) | COM | G25457105 | $59.5M | 413,287 | 0.4% |
| Cyberark Software Ltd. | COM | M2682V108 | $59.7M | 133,851 | 0.4% |
| Federal Signal Corp.(FSS) | COM | 313855108 | $59.9M | 551,556 | 0.4% |
| Vericel Corporation(VCEL) | COM | 92346J108 | $59.9M | 1,664,578 | 0.4% |
| Pure Storage Inc(PSTG) | COM | 74624M102 | $62.1M | 927,345 | 0.4% |
| iShares Trust RUS MD CP GR ETF(IWP) | COM | 464287481 | $62.8M | 458,580 | 0.4% |
| Palantir Technologies Inc(PLTR) | COM | 69608A108 | $64.4M | 362,193 | 0.5% |