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CIK: 0000897378
Total reported value
$15.4B
$15.4B
376 檔
12.6%
According to the latest 13F quarterly dataset, Congress Asset Management Co managed an equity portfolio of $15.4B at the end of Q2 2026, spanning 376 distinct U.S. exchange-listed positions.
Congress Asset Management Co executed strategic sector rebalancing during Q2 2026, establishing 24 new positions while fully exiting 21 holdings and trimming 79 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 12.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
ARM
市值: $145.0M
Top Position Liquidated / Trimmed
DT
前期市值: $66.9M
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | +0.57% | +4.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.57% | -1.33% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.51% | -3.26% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | +0.79% | +27.77% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.72% | +0.15% | -2.56% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.18% | +18.04% | |
| 7 | GEV | GE Vernova Inc | Stock-Industrials | 1.39% | -0.41% | -3.09% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 1.32% | -0.15% | +26.21% | |
| 9 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 1.28% | +0.05% | +30.77% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 1.23% | +0.15% | -32.10% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.01% | -3.32% | |
| 12 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.19% | -0.98% | -53.65% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.13% | -0.31% | -3.87% | |
| 14 | UFPT | Ufp Technologies Inc | Stock-Other | 1.12% | -0.01% | +31.33% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.08% | +0.02% | -18.00% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.08% | -0.03% | +6.82% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.12% | -18.74% | |
| 18 | MOG-A | Moog Inc-class A | Stock-Other | 1.06% | -0.06% | +0.93% | |
| 19 | MDB | Mongodb Inc | Stock-Tech | 1.06% | +0.07% | +69.34% | |
| 20 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.03% | -1.02% | -3.29% | |
| 21 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.03% | -0.16% | -21.84% | |
| 22 | NVT | nVent Electric plc | Stock-Industrials | 1.03% | -0.38% | -12.29% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | +0.31% | -3.85% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 1.01% | +0.03% | -3.81% | |
| 25 | NPO | Enpro Inc | Stock-Industrials | 1.00% | -0.14% | +8.70% | |
| 26 | NOVT | Novanta Inc | Stock-Other | 0.97% | -0.07% | +7.04% | |
| 27 | CW | Curtiss-wright CORP | Stock-Industrials | 0.93% | -0.38% | -12.76% | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.92% | -0.02% | -3.97% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.02% | +18.21% | |
| 30 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.89% | -0.16% | — | |
| 31 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 0.88% | +0.06% | +19.93% | |
| 32 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.88% | -0.69% | -2.90% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.05% | -23.22% | |
| 34 | RGEN | Repligen CORP | Stock-Healthcare | 0.85% | +0.42% | +26.87% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.83% | -0.68% | -3.58% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.82% | +0.01% | +57.25% | |
| 37 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.81% | -0.18% | +11.15% | |
| 38 | CVLT | Commvault Systems Inc | Stock-Tech | 0.81% | -0.05% | +20.09% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.80% | -0.06% | -3.96% | |
| 40 | VCEL | Vericel CORP | Stock-Other | 0.80% | -0.14% | +93.53% | |
| 41 | UTI | Universal Technical Institut | Stock-Other | 0.79% | -0.79% | EXIT | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.78% | -0.01% | -4.10% | |
| 43 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.77% | -0.61% | +28.11% | |
| 44 | LIVN | LivaNova PLC | Stock-Other | 0.76% | -0.01% | +17.84% | |
| 45 | MIR | Mirion Technologies Inc | Stock-Industrials | 0.74% | -0.19% | +500.10% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.74% | -0.65% | -3.67% | |
| 47 | IDCC | Interdigital Inc | Stock-Tech | 0.73% | +0.24% | +9.18% | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.72% | -0.16% | -4.03% | |
| 49 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 0.72% | -0.72% | EXIT | |
| 50 | EAT | Brinker International Inc | Stock-Consumer Disc | 0.71% | +0.13% | +11.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARM | Arm Holdings Plc-adr | +0.9% | NEW | New buy |
| 2 | KLIC | Kulicke & Soffa Industries | +0.7% | NEW | New buy |
| 3 | MIR | Mirion Technologies Inc | +0.6% | +500.10% | Add |
| 4 | LGND | Ligand Pharmaceuticals | +0.6% | +30.77% | Add |
| 5 | AROC | Archrock Inc | +0.6% | NEW | New buy |
| 6 | MDB | Mongodb Inc | +0.5% | +69.34% | Add |
| 7 | CRDO | Credo Technology Group Holding Ltd | +0.5% | +28.11% | Add |
| 8 | COCO | Vita Coco Co Inc/the | +0.5% | NEW | New buy |
| 9 | TXN | Texas Instruments Inc | +0.5% | +5820.13% | Add |
| 10 | POWI | Power Integrations Inc | +0.5% | NEW | New buy |
| 11 | AXON | Axon Enterprise Inc | +0.5% | NEW | New buy |
| 12 | COHR | Coherent CORP | +0.5% | +15798.50% | Add |
| 13 | VCEL | Vericel CORP | +0.5% | +93.53% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.4% | +26.21% | Add |
| 15 | MU | Micron Technology Inc | +0.4% | NEW | New buy |
| 16 | UFPT | Ufp Technologies Inc | +0.4% | +31.33% | Add |
| 17 | CVLT | Commvault Systems Inc | +0.4% | +20.09% | Add |
| 18 | TGTX | Tg Therapeutics Inc | +0.4% | +19.93% | Add |
| 19 | IBKR | Interactive Brokers Gro-cl A | +0.4% | +57.25% | Add |
| 20 | FROG | JFrog Ltd. | +0.4% | +22.62% | Add |
| 21 | ASML | ASML Holding N.V. | +0.3% | +6.82% | Add |
| 22 | NPO | Enpro Inc | +0.3% | +8.70% | Add |
| 23 | UTI | Universal Technical Institut | +0.2% | +39.37% | Add |
| 24 | UMBF | Umb Financial CORP | +0.2% | +162.07% | Add |
| 25 | ROKU | Roku Inc | +0.2% | NEW | New buy |
| 26 | MOG-A | Moog Inc-class A | +0.2% | +0.93% | Add |
| 27 | LLY | Eli Lilly & Co | +0.2% | +18.21% | Add |
| 28 | IMAX | Imax CORP | +0.2% | +67.99% | Add |
| 29 | BROS | Dutch Bros Inc-class A | +0.2% | +198.67% | Add |
| 30 | FLS | Flowserve CORP | +0.2% | +391.70% | Add |
| 31 | AFRM | Affirm Holdings Inc | +0.2% | +4638.56% | Add |
| 32 | NOVT | Novanta Inc | +0.2% | +7.04% | Add |
| 33 | DDOG | Datadog Inc - Class A | +0.2% | -2.06% | Trim |
| 34 | MSFT | Microsoft CORP | +0.2% | +27.77% | Add |
| 35 | V | Visa Inc-class A Shares | +0.2% | +18.04% | Add |
| 36 | RGEN | Repligen CORP | +0.2% | +26.87% | Add |
| 37 | LIVN | LivaNova PLC | +0.2% | +17.84% | Add |
| 38 | SXT | Sensient Technologies CORP | +0.2% | +9.59% | Add |
| 39 | TWLO | Twilio Inc - A | +0.2% | NEW | New buy |
| 40 | SEI | Solaris Energy Infrastructur | +0.2% | +8217.70% | Add |
| 41 | PLXS | Plexus CORP | +0.2% | +438.73% | Add |
| 42 | GMED | Globus Medical Inc - A | +0.2% | NEW | New buy |
| 43 | IOT | Samsara Inc-cl A | +0.2% | NEW | New buy |
| 44 | ✓ | +0.2% | NEW | New buy | |
| 45 | GEV | GE Vernova Inc | +0.2% | -3.09% | Trim |
| 46 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 47 | SKY | Champion Homes Inc | +0.1% | +16.53% | Add |
| 48 | NVDA | Nvidia CORP | +0.1% | +4.70% | Add |
| 49 | TER | Teradyne Inc | +0.1% | -0.49% | Trim |
| 50 | TMDX | Transmedics Group Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $15.4B across 376 disclosed positions in Q2 2026.
During Q2 2026, Congress Asset Management Co's top holdings by market value included NVDA (3.2%)、AAPL (2.9%)、GOOGL (2.2%). The largest single position, NVDA, represented 3.2% of total portfolio value.
In Q2 2026, Congress Asset Management Co made 200 total portfolio adjustments, initiating 24 new buys, adding to 76 positions, trimming 79 holdings, and fully liquidating 21 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.
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