Congress Large Cap Growth Fund
Professionally Managed Portfolios
+16
New
-16
Exited
57
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | Apr 2024 | 173,350 | — | $36.8M | +24.8% | 7.21% | EC |
| 2 | Microsoft Corp | MSFT | Apr 2024 | 86,775 | — | $34.3M | +1.5% | 6.71% | EC |
| 3 | Amazon.com Inc | AMZN | Apr 2024 | 155,600 | — | $28.7M | +5.4% | 5.61% | EC |
| 4 | NVIDIA Corp | NVDA | Apr 2024 | 240,500 | +214,500 | $26.2M | +16.6% | 5.13% | EC |
| 5 | Visa Inc | V | Apr 2024 | 74,100 | — | $25.6M | +28.6% | 5.01% | EC |
| 6 | Eli Lilly & Co | LLY | Apr 2024 | 24,200 | — | $21.8M | +15.1% | 4.26% | EC |
| 7 | Alphabet Inc | GOOGL | Apr 2024 | 124,000 | — | $19.7M | -2.4% | 3.85% | EC |
| 8 | Costco Wholesale Corp | COST | Apr 2024 | 18,400 | -8,500 | $18.3M | -5.9% | 3.58% | EC |
| 9 | O'Reilly Automotive Inc | ORLY | Apr 2024 | 11,700 | — | $16.6M | +39.7% | 3.24% | EC |
| 10 | Home Depot Inc/The | HD | Apr 2024 | 45,475 | — | $16.4M | +7.9% | 3.21% | EC |
| 11 | Intuitive Surgical Inc | ISRG | Apr 2024 | 29,700 | — | $15.3M | +39.2% | 3.00% | EC |
| 12 | Synopsys Inc | SNPS | Apr 2024 | 27,000 | — | $12.4M | -13.5% | 2.42% | EC |
| 13 | Howmet Aerospace Inc | HWM | Apr 2025 | 88,400 | New | $12.3M | — | 2.40% | EC |
| 14 | Eaton Corp PLC | ETN | Apr 2024 | 40,000 | -8,900 | $11.8M | -6.0% | 2.30% | EC |
| 15 | ServiceNow Inc | NOW | Apr 2024 | 12,150 | — | $11.6M | +37.7% | 2.27% | EC |
| 16 | Meta Platforms Inc | META | Apr 2024 | 20,700 | — | $11.4M | +27.6% | 2.22% | EC |
| 17 | Arthur J Gallagher & Co | AJG | Apr 2024 | 33,775 | +13,850 | $10.8M | +131.6% | 2.12% | EC |
| 18 | Broadcom Inc | AVGO | Apr 2025 | 55,000 | New | $10.6M | — | 2.07% | EC |
| 19 | Boston Scientific Corp | BSX | Apr 2024 | 102,700 | — | $10.6M | +43.1% | 2.07% | EC |
| 20 | Motorola Solutions Inc | MSI | Apr 2025 | 23,800 | New | $10.5M | — | 2.05% | EC |
| 21 | Cintas Corp | CTAS | Apr 2024 | 48,100 | +39,900 | $10.2M | +88.6% | 1.99% | EC |
| 22 | Martin Marietta Materials Inc | MLM | Apr 2024 | 19,000 | — | $10.0M | -10.7% | 1.95% | EC |
| 23 | Williams Cos Inc/The | WMB | Apr 2025 | 166,500 | New | $9.8M | — | 1.91% | EC |
| 24 | Uber Technologies Inc | UBER | Apr 2025 | 118,000 | New | $9.6M | — | 1.87% | EC |
| 25 | Netflix Inc | NFLX | Apr 2025 | 8,100 | New | $9.2M | — | 1.79% | EC |
| 26 | Baker Hughes Co | BKR | Apr 2025 | 252,000 | New | $8.9M | — | 1.75% | EC |
| 27 | Chipotle Mexican Grill Inc | CMG | Apr 2025 | 172,000 | New | $8.7M | — | 1.70% | EC |
| 28 | Goldman Sachs Group Inc/The | GS | Apr 2025 | 15,450 | New | $8.5M | — | 1.66% | EC |
| 29 | Arista Networks Inc | ANET | Apr 2025 | 102,000 | New | $8.4M | — | 1.64% | EC |
| 30 | Ecolab Inc | ECL | Apr 2025 | 32,900 | New | $8.3M | — | 1.62% | EC |
| 31 | Moody's Corp | MCO | Apr 2024 | 15,575 | +2,975 | $7.1M | +51.2% | 1.38% | EC |
| 32 | Parker-Hannifin Corp | PH | Apr 2024 | 11,600 | +4,775 | $7.0M | +88.7% | 1.37% | EC |
| 33 | Dell Technologies Inc | DELL | Apr 2025 | 73,000 | New | $6.7M | — | 1.31% | EC |
| 34 | Vertex Pharmaceuticals Inc | VRTX | Apr 2025 | 12,650 | New | $6.4M | — | 1.26% | EC |
| 35 | TJX Cos Inc/The | TJX | Apr 2024 | 48,900 | — | $6.3M | +36.8% | 1.23% | EC |
| 36 | Palo Alto Networks Inc | PANW | Apr 2025 | 31,600 | New | $5.9M | — | 1.16% | EC |
| 37 | Thermo Fisher Scientific Inc | TMO | Apr 2025 | 13,300 | New | $5.7M | — | 1.12% | EC |
| 38 | Alphabet Inc | GOOG | Apr 2024 | 29,500 | -5,075 | $4.7M | -16.6% | 0.93% | EC |
| 39 | First American Treasury Obliga | FXFXX | Apr 2024 | 3,358,125 | +947,745 | $3.4M | +39.3% | 0.66% | STIV |
| 40 | Trade Desk Inc/The | TTD | Apr 2024 | 47,975 | — | $2.6M | -35.3% | 0.50% | EC |
| 41 | Shopify Inc | SHOP | Apr 2025 | 26,500 | New | $2.5M | — | 0.49% | EC |
| ✕ | Adobe Inc | 00724F101 | — | 36,300 | Exited | $16.8M | — | — | — |
| ✕ | Intuit Inc | 461202103 | — | 26,500 | Exited | $16.6M | — | — | — |
| ✕ | Pioneer Natural Resources Co | 723787107 | — | 43,700 | Exited | $11.8M | — | — | — |
| ✕ | Freeport-McMoRan Inc | 35671D857 | — | 217,200 | Exited | $10.8M | — | — | — |
| ✕ | Sherwin-Williams Co/The | 824348106 | — | 35,875 | Exited | $10.7M | — | — | — |
| ✕ | Procter & Gamble Co/The | 742718109 | — | 64,600 | Exited | $10.5M | — | — | — |
| ✕ | Roper Technologies Inc | 776696106 | — | 20,500 | Exited | $10.5M | — | — | — |
| ✕ | Dexcom Inc | 252131107 | — | 77,800 | Exited | $9.9M | — | — | — |
| ✕ | Zoetis Inc | 98978V103 | — | 54,200 | Exited | $8.6M | — | — | — |
| ✕ | Darden Restaurants Inc | 237194105 | — | 55,675 | Exited | $8.5M | — | — | — |
| ✕ | Old Dominion Freight Line Inc | 679580100 | — | 45,700 | Exited | $8.3M | — | — | — |
| ✕ | UnitedHealth Group Inc | 91324P102 | — | 10,325 | Exited | $5.0M | — | — | — |
| ✕ | Arista Networks Inc | 040413106 | — | 17,925 | Exited | $4.6M | — | — | — |
| ✕ | CME Group Inc | 12572Q105 | — | 21,225 | Exited | $4.4M | — | — | — |
| ✕ | Salesforce Inc | 79466L302 | — | 16,500 | Exited | $4.4M | — | — | — |
| ✕ | Chevron Corp | 166764100 | — | 24,000 | Exited | $3.9M | — | — | — |