13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000897378
Total reported value
$16.3B
$16.3B
417 檔
10.0%
At the close of Q1 2026, Congress Asset Management Co disclosed equity holdings valued at approximately $16.3B, spread across 417 reported holdings.
In Q1 2026, Congress Asset Management Co displayed an active expansion posture, initiating 26 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 417 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | +0.10% | -1.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.97% | -0.10% | -0.73% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.07% | -1.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | +0.18% | -0.78% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.68% | +0.04% | +3.61% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | -0.34% | -0.67% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 1.52% | -0.29% | -1.45% | |
| 8 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.45% | -0.26% | +5.95% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.38% | -0.52% | -1.55% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.27% | -0.46% | |
| 11 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.32% | -0.29% | -1.19% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.29% | -0.21% | -0.87% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.24% | -0.53% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 1.24% | +0.15% | +3.74% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.18% | -0.99% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | -0.02% | -26.10% | |
| 17 | CW | Curtiss-wright CORP | Stock-Industrials | 1.11% | -0.18% | -15.58% | |
| 18 | WELL | Welltower Inc | Stock-Real Estate | 1.06% | -0.05% | -0.42% | |
| 19 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.05% | -0.17% | +33.07% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | -0.29% | -0.67% | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 1.02% | -0.10% | -14.59% | |
| 22 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.01% | +0.02% | +14.38% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.01% | -0.18% | -0.81% | |
| 24 | MLM | Martin Marietta Materials | Stock-Materials | 1.00% | -0.78% | -0.69% | |
| 25 | NVT | nVent Electric plc | Stock-Industrials | 0.95% | +0.08% | -3.04% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 0.95% | -0.15% | -1.36% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.12% | -1.62% | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 0.88% | +0.44% | +0.49% | |
| 29 | MOG-A | Moog Inc-class A | Stock-Other | 0.84% | +0.22% | +9.87% | |
| 30 | PRIM | Primoris Services CORP | Stock-Industrials | 0.84% | -0.84% | +0.35% | |
| 31 | IDCC | Interdigital Inc | Stock-Tech | 0.84% | -0.11% | +9.91% | |
| 32 | RMBS | Rambus Inc | Stock-Tech | 0.79% | -0.15% | -9.54% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.78% | +0.30% | +538.53% | |
| 34 | NOVT | Novanta Inc | Stock-Other | 0.77% | +0.20% | +48.65% | |
| 35 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.77% | -0.07% | — | |
| 36 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.75% | +0.06% | +15.29% | |
| 37 | PEN | Penumbra Inc | Stock-Healthcare | 0.75% | -0.73% | -17.00% | |
| 38 | NVMI | Nova Ltd. | Stock-Other | 0.75% | -0.32% | -17.70% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.73% | -0.73% | -1.24% | |
| 40 | UFPT | Ufp Technologies Inc | Stock-Other | 0.73% | +0.39% | +18.66% | |
| 41 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 0.72% | +0.56% | +5.12% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | -0.12% | -2.77% | |
| 43 | NPO | Enpro Inc | Stock-Industrials | 0.72% | +0.28% | +5.89% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.68% | -4.16% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.22% | +653.43% | |
| 46 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.68% | -0.19% | +6.13% | |
| 47 | RGEN | Repligen CORP | Stock-Healthcare | 0.67% | +0.18% | +6.91% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.67% | -0.13% | -1.29% | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.67% | -0.05% | +8.30% | |
| 50 | PWR | Quanta Services Inc | Stock-Industrials | 0.67% | +0.05% | -4.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +0.7% | +538.53% | Add |
| 2 | LLY | Eli Lilly & Co | +0.6% | +653.43% | Add |
| 3 | MOD | Modine Manufacturing Co | +0.5% | +14.38% | Add |
| 4 | STRL | Sterling Infrastructure Inc | +0.4% | +5.95% | Add |
| 5 | IBKR | Interactive Brokers Gro-cl A | +0.4% | +837.81% | Add |
| 6 | GEV | GE Vernova Inc | +0.4% | +3.74% | Add |
| 7 | NOVT | Novanta Inc | +0.3% | +48.65% | Add |
| 8 | UTI | Universal Technical Institut | +0.3% | +27.08% | Add |
| 9 | TKO | Tko Group Holdings Inc | +0.3% | +33.07% | Add |
| 10 | KRMN | Karman Holdings Inc | +0.2% | +113.72% | Add |
| 11 | LMAT | Lemaitre Vascular Inc | +0.2% | +13.96% | Add |
| 12 | MDB | Mongodb Inc | +0.2% | +199.82% | Add |
| 13 | TER | Teradyne Inc | +0.2% | +2709.51% | Add |
| 14 | COST | Costco Wholesale CORP | +0.2% | -0.67% | Trim |
| 15 | MOG-A | Moog Inc-class A | +0.2% | +9.87% | Add |
| 16 | KEX | Kirby CORP | +0.2% | +18.05% | Add |
| 17 | WMB | Williams Cos Inc | +0.2% | -1.36% | Trim |
| 18 | HWM | Howmet Aerospace Inc | +0.2% | -1.19% | Trim |
| 19 | AEIS | Advanced Energy Industries | +0.2% | -8.60% | Trim |
| 20 | NPO | Enpro Inc | +0.2% | +5.89% | Add |
| 21 | ETN | Eaton Corporation plc | +0.2% | -0.87% | Trim |
| 22 | PWR | Quanta Services Inc | +0.1% | -4.22% | Trim |
| 23 | BCPC | Balchem CORP | +0.1% | +17.71% | Add |
| 24 | PRIM | Primoris Services CORP | +0.1% | +0.35% | Add |
| 25 | CAVA | Cava Group Inc | +0.1% | +19.87% | Add |
| 26 | TGTX | Tg Therapeutics Inc | +0.1% | +12.78% | Add |
| 27 | NVT | nVent Electric plc | +0.1% | -3.04% | Trim |
| 28 | CASY | Casey's General Stores Inc | +0.1% | -8.49% | Trim |
| 29 | MAR | Marriott International -cl A | +0.1% | +1318.92% | Add |
| 30 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +35.83% | Add |
| 31 | ABCB | Ameris Bancorp | +0.1% | +9.95% | Add |
| 32 | MYRG | Myr Group Inc/delaware | +0.1% | +29.83% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | +0.1% | +43.93% | Add |
| 34 | AUB | Atlantic Union Bankshares Co | +0.1% | +14.09% | Add |
| 35 | LGND | Ligand Pharmaceuticals | +0.1% | +5.12% | Add |
| 36 | FSS | Federal Signal CORP | +0.1% | +16.46% | Add |
| 37 | WELL | Welltower Inc | +0.1% | -0.42% | Trim |
| 38 | NVMI | Nova Ltd. | +0.1% | -17.70% | Trim |
| 39 | DOCN | Digitalocean Holdings Inc | +0.1% | +49.22% | Add |
| 40 | LRCX | Lam Research CORP | +0.1% | +1116.96% | Add |
| 41 | MPWR | Monolithic Power Systems Inc | +0.1% | -8.10% | Trim |
| 42 | ACIW | Aci Worldwide Inc | +0.1% | +31.82% | Add |
| 43 | ENTG | Entegris Inc | +0.1% | +7.25% | Add |
| 44 | VIRT | Virtu Financial Inc-class A | +0.1% | +32.23% | Add |
| 45 | RRC | Range Resources CORP | +0.1% | +6.37% | Add |
| 46 | VST | Vistra CORP | +0.1% | +151.84% | Add |
| 47 | IESC | Ies Holdings Inc | +0.1% | +27.03% | Add |
| 48 | EAT | Brinker International Inc | +0.1% | +9.75% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | +0.1% | +33.83% | Add |
| 50 | CW | Curtiss-wright CORP | +0.1% | -15.58% | Trim |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $16.3B across 417 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 10.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
HLT
市值: $107.2M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $59.7M
During Q1 2026, Congress Asset Management Co's top holdings by market value included NVDA (3.1%)、AAPL (3.0%)、GOOGL (2.2%). The largest single position, NVDA, represented 3.1% of total portfolio value.
In Q1 2026, Congress Asset Management Co made 200 total portfolio adjustments, initiating 26 new buys, adding to 88 positions, trimming 76 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.