Congress Asset Management Co

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$16.3B

Reporting period: 2026-06-30 · Number of holdings: 376

CONGRESS ASSET MANAGEMENT CO disclosed 376 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $16.3B and a quarterly turnover rate of 40.2%.

Personality snowflake

Concentration: 3.61
Portfolio Stability: 40.18
Momentum/Contrarian: 100
Sector conviction: 56.01
Diversification: 100
Sizing Uniformity: 84.52

Recent moves

New buy ARM
Trim PRIM
-99.3%　-$116.4M
Trim MLM
-74.4%　-$104.9M
Trim BSX
-99.4%　-$101.8M
Trim PEN
-96.2%　-$100.4M
New buy KLIC

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	3.24%	+0.10%	+4.70%
2	AAPL	Apple INC	Stock-Tech	2.87%	-0.10%	-1.33%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.24%	+0.07%	-3.26%
4	MSFT	Microsoft CORP	Stock-Tech	1.87%	+0.18%	+27.77%
5	AVGO	Broadcom INC	Stock-Tech	1.72%	+0.04%	-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%	+0.15%	-3.09%
8	APH	Amphenol Corp-cl A	Stock-Tech	1.32%	+0.44%	+26.21%
9	LGND	Ligand Pharmaceuticals	Stock-Healthcare	1.28%	+0.56%	+30.77%
10	ANET	Arista Networks INC	Stock-Tech	1.23%	—	-32.10%
11	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.20%	—	-3.32%
12	STRL	Sterling Infrastructure INC	Stock-Industrials	1.19%	—	-53.65%
13	GS	Goldman Sachs Group INC	Stock-Financials	1.13%	—	-3.87%
14	UFPT	Ufp Technologies INC	Stock-Other	1.12%	+0.39%	+31.33%
15	ETN	Eaton Corporation plc	Stock-Industrials	1.08%	—	-18.00%
16	ASML	ASML Holding N.V.	Stock-Tech	1.08%	+0.30%	+6.82%
17	AMZN	Amazon.com INC	Stock-Consumer Disc	1.08%	—	-18.74%
18	MOG-A	Moog Inc-class A	Stock-Other	1.06%	+0.22%	+0.93%
19	MDB	Mongodb INC	Stock-Tech	1.06%	+0.53%	+69.34%
20	MOD	Modine Manufacturing Co	Stock-Consumer Disc	1.03%	—	-3.29%
21	HWM	Howmet Aerospace INC	Stock-Industrials	1.03%	—	-21.84%
22	NVT	nVent Electric plc	Stock-Industrials	1.03%	—	-12.29%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	1.01%	—	-3.85%
24	WELL	Welltower INC	Stock-Real Estate	1.01%	—	-3.81%
25	NPO	Enpro INC	Stock-Industrials	1.00%	+0.28%	+8.70%
26	NOVT	Novanta INC	Stock-Other	0.97%	+0.20%	+7.04%
27	CW	Curtiss-wright CORP	Stock-Industrials	0.93%	—	-12.76%
28	PH	Parker Hannifin CORP	Stock-Industrials	0.92%	—	-3.97%
29	LLY	Eli Lilly & Co	Stock-Healthcare	0.91%	+0.22%	+18.21%
30	ARM	Arm Holdings Plc-adr	Stock-Tech	0.89%	+0.89%	NEW
31	TGTX	Tg Therapeutics INC	Stock-Healthcare	0.88%	+0.36%	+19.93%
32	TKO	Tko Group Holdings INC	Stock-Comm Services	0.88%	—	-2.90%
33	TJX	Tjx Companies INC	Stock-Consumer Disc	0.86%	-0.52%	-23.22%
34	RGEN	Repligen CORP	Stock-Healthcare	0.85%	+0.18%	+26.87%
35	ORLY	O'reilly Automotive INC	Stock-Consumer Disc	0.83%	—	-3.58%
36	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	0.82%	+0.35%	+57.25%
37	BOOT	Boot Barn Holdings INC	Stock-Consumer Disc	0.81%	—	+11.15%
38	CVLT	Commvault Systems INC	Stock-Tech	0.81%	+0.38%	+20.09%
39	WMB	Williams Cos INC	Stock-Energy	0.80%	—	-3.96%
40	VCEL	Vericel CORP	Stock-Other	0.80%	+0.45%	+93.53%
41	UTI	Universal Technical Institut	Stock-Other	0.79%	+0.23%	+39.37%
42	ECL	Ecolab INC	Stock-Materials	0.78%	—	-4.10%
43	CRDO	Credo Technology Group Holding Ltd	Stock-Tech	0.77%	+0.53%	+28.11%
44	LIVN	LivaNova PLC	Stock-Other	0.76%	+0.18%	+17.84%
45	MIR	Mirion Technologies INC	Stock-Industrials	0.74%	+0.59%	+500.10%
46	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.74%	—	-3.67%
47	IDCC	Interdigital INC	Stock-Tech	0.73%	—	+9.18%
48	PWR	Quanta Services INC	Stock-Industrials	0.72%	—	-4.03%
49	KLIC	Kulicke & Soffa Industries	Stock-Tech	0.72%	+0.72%	NEW
50	EAT	Brinker International INC	Stock-Consumer Disc	0.71%	—	+11.31%

1–50 of 376

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+13.1%

Based on 79% of reported portfolio value with available pricing

Stdev: +15.1%
Beta: +1.09
Alpha: -7.8%
Max Drawdown: -12.2%
Annualized Perf: +11.8%
Batting Avg vs S&P: +30.6%
Sortino: +1.42
Stutzer: +0.24
Treynor: +0.11
Sterling: +0.61
Calmar: +0.97
Information Ratio: -1.16
Tracking Error: +5.3%
Stdev Down: +8.7%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +31.3%
Worst 12 Months: -1.8%
Efficiency Ratio: +0.3
Sharpe: +0.81
Stdev Sectors: +9.3%
Skewness: +0.09
Kurtosis: -0.43
Upside Potential: +3.23

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	376	$16.3B	40	1NVDA 2AAPL 3GOOGL Top holdings2026-06-30 1.NVDA 2.AAPL 3.GOOGL 4.MSFT 5.AVGO 6.V 7.GEV 8.APH 9.LGND 10.ANET
2026-03-31	417	$14.0B	29	1NVDA 2AAPL 3GOOGL Top holdings2026-03-31 1.NVDA 2.AAPL 3.GOOGL 4.MSFT 5.AVGO 6.COST 7.ANET 8.STRL 9.TJX 10.AMZN
2025-12-31	381	$14.2B	29	1NVDA 2AAPL 3GOOGL Top holdings2025-12-31 1.NVDA 2.AAPL 3.GOOGL 4.MSFT 5.AVGO 6.ANET 7.GS 8.AMZN 9.META 10.V
2025-09-30	392	$15.0B	51	1NVDA 2AAPL 3MSFT Top holdings2025-09-30 1.NVDA 2.AAPL 3.MSFT 4.GOOGL 5.ANET 6.META 7.AVGO 8.GS 9.COST 10.AMZN
2025-06-30	382	$14.6B	0	1NVDA 2MSFT 3AAPL Top holdings2025-06-30 1.NVDA 2.MSFT 3.AAPL 4.META 5.OLLI 6.COST 7.HWM 8.V 9.AVGO 10.AMZN
2025-03-31	365	$13.4B	100	1AAPL 2NVDA 3MSFT Top holdings2025-03-31 1.AAPL 2.NVDA 3.MSFT 4.COST 5.OLLI 6.V 7.META 8.AMZN 9.BSX 10.GOOGL
2024-12-31	386	$14.8B	0	1AAPL 2NVDA 3MSFT Top holdings2024-12-31 1.AAPL 2.NVDA 3.MSFT 4.COST 5.OLLI 6.GOOGL 7.AMZN 8.ANET 9.META 10.NOW
2024-09-30	357	$14.7B	0	1AAPL 2NVDA 3MSFT Top holdings2024-09-30 1.AAPL 2.NVDA 3.MSFT 4.COST 5.ONTO 6.META 7.LLY 8.ANETEUR 9.ETN 10.AMZN
2024-06-30	364	$14.0B	0	1NVDA 2AAPL 3MSFT Top holdings2024-06-30 1.NVDA 2.AAPL 3.MSFT 4.COST 5.MPWR 6.GOOGL 7.LLY 8.AMZN 9.ONTO 10.META
2024-03-31	357	$14.0B	0	1NVDA 2MSFT 3AAPL Top holdings2024-03-31 1.NVDA 2.MSFT 3.AAPL 4.DRI 5.COST 6.EME 7.ETN 8.LLY 9.CR 10.MPWR
2023-12-31	371	$12.7B	0	1AAPL 2DRI 3MSFT Top holdings2023-12-31 1.AAPL 2.DRI 3.MSFT 4.QLYS 5.COST 6.NVDA 7.MPWR 8.SPSC 9.CR 10.SAIA
2023-09-30	374	$11.3B	0	1AAPL 2DRI 3MSFT Top holdings2023-09-30 1.AAPL 2.DRI 3.MSFT 4.QLYS 5.NVDA 6.COST 7.APY1EUR 8.DECK 9.SPSC 10.SAIA
2023-06-30	373	$11.5B	0	1AAPL 2DRI 3MSFT Top holdings2023-06-30 1.AAPL 2.DRI 3.MSFT 4.PAYC 5.NVDA 6.SPSC 7.DECK 8.CPRT 9.COST 10.MPWR
2023-03-31	368	$10.7B	0	1AAPL 2DRI 3CIEN Top holdings2023-03-31 1.AAPL 2.DRI 3.CIEN 4.PAYC 5.MSFT 6.DECK 7.QLYS 8.CPRT 9.MTD 10.COST
2022-12-31	375	$10.0B	0	1PAYC 2AAPL 3CIEN Top holdings2022-12-31 1.PAYC 2.AAPL 3.CIEN 4.FRCB 5.G46188 6.MSFT 7.UNH 8.COST 9.MTD 10.HD
2022-09-30	365	$9.3B	0	1PAYC 2AAPL 3FRCB Top holdings2022-09-30 1.PAYC 2.AAPL 3.FRCB 4.QLYS 5.COST 6.MSFT 7.UNH 8.CIEN 9.RJF 10.KEYS
2022-06-30	366	$10.4B	0	1GOOG 2GOOGL 3AAPL Top holdings2022-06-30 1.GOOG 2.GOOGL 3.AAPL 4.FRCB 5.PAYC 6.COST 7.ENTG 8.MPWR 9.CIEN 10.MSFT
2022-03-31	361	$11.8B	0	1AAPL 2ENTG 3FRCB Top holdings2022-03-31 1.AAPL 2.ENTG 3.FRCB 4.AMZN 5.CIEN 6.PAYC 7.GOOGL 8.MSFT 9.COST 10.G46188
2021-12-31	366	$13.1B	0	1FRCB 2CIEN 3AAPL Top holdings2021-12-31 1.FRCB 2.CIEN 3.AAPL 4.PAYC 5.ENTG 6.AMZN 7.POOL 8.MSFT 9.GOOGL 10.MTD
2021-09-30	357	$12.8B	0	1PAYC 2FRCB 3AAPL Top holdings2021-09-30 1.PAYC 2.FRCB 3.AAPL 4.AMZN 5.GOOGL 6.CIEN 7.GNRC 8.MSFT 9.CRL 10.G46188
2021-06-30	362	$12.0B	100	1FRCB 2GNRC 3AMZN Top holdings2021-06-30 1.FRCB 2.GNRC 3.AMZN 4.PAYC 5.CIEN 6.AAPL 7.POOL 8.MSFT 9.CRL 10.FTNT
2021-03-31	355	$11.1B	18	1FRCB 2PAYC 3CIEN Top holdings2021-03-31 1.FRCB 2.PAYC 3.CIEN 4.GNRC 5.WSM 6.AAPL 7.AMZN 8.ZBRA 9.G46188 10.CRL
2020-12-31	349	$10.6B	21	1PAYC 2FRCB 3AAPL Top holdings2020-12-31 1.PAYC 2.FRCB 3.AAPL 4.CIEN 5.AMZN 6.ETSY 7.GNRC 8.MPWR 9.POOL 10.CTAS
2020-09-30	334	$9.2B	19	1AAPL 2PAYC 3AMZN Top holdings2020-09-30 1.AAPL 2.PAYC 3.AMZN 4.GNRC 5.FRCB 6.CTAS 7.POOL 8.G46188 9.MSFT 10.CIEN
2020-06-30	323	$8.4B	35	1CTAS 2CIEN 3PAYC Top holdings2020-06-30 1.CTAS 2.CIEN 3.PAYC 4.AAPL 5.AMZN 6.FRCB 7.MSFT 8.ETSY 9.POOL 10.PYPL
2020-03-31	329	$6.6B	36	1AAPL 2CTAS 3PAYC Top holdings2020-03-31 1.AAPL 2.CTAS 3.PAYC 4.FRCB 5.AMZN 6.MSFT 7.POOL 8.MPWR 9.RMD 10.GNRC
2019-12-31	344	$8.2B	19	1CTAS 2FRCB 3AAPL Top holdings2019-12-31 1.CTAS 2.FRCB 3.AAPL 4.DIOD 5.LW 6.GNRC 7.POOL 8.SWKS 9.RMD 10.BURL
2019-09-30	344	$7.8B	21	1CTAS 2ETSY 3FRCB Top holdings2019-09-30 1.CTAS 2.ETSY 3.FRCB 4.AAPL 5.POOL 6.GNRC 7.KEYS 8.CPRT 9.RMD 10.BURL
2019-06-30	352	$7.9B	15	1CTAS 2FRCB 3PAYC Top holdings2019-06-30 1.CTAS 2.FRCB 3.PAYC 4.POOL 5.MTD 6.SNPS 7.LII 8.CPRT 9.AAPL 10.COO
2019-03-31	351	$7.6B	28	1CTAS 2FRCB 3PAYC Top holdings2019-03-31 1.CTAS 2.FRCB 3.PAYC 4.SNPS 5.LII 6.ETSY 7.KEYS 8.CRL 9.POOL 10.CHD
2018-12-31	363	$6.6B	38	1CTAS 2LW 3RMD Top holdings2018-12-31 1.CTAS 2.LW 3.RMD 4.CHD 5.POOL 6.BURL 7.LII 8.PAYC 9.MKC 10.COO
2018-09-30	363	$7.7B	19	1CTAS 2AAPL 3PAYC Top holdings2018-09-30 1.CTAS 2.AAPL 3.PAYC 4.AMZN 5.JKHY 6.POOL 7.RMD 8.BURL 9.CRL 10.TXRH
2018-06-30	367	$7.3B	23	1CTAS 2AAPL 3POOL Top holdings2018-06-30 1.CTAS 2.AAPL 3.POOL 4.BURL 5.CPRT 6.AMZN 7.MPWR 8.PVH 9.RMD 10.TXRH
2018-03-31	378	$7.1B	25	1CTAS 2POOL 3PVH Top holdings2018-03-31 1.CTAS 2.POOL 3.PVH 4.AAPL 5.RMD 6.IPGP 7.CPRT 8.BURL 9.LII 10.SSNC
2017-12-31	373	$6.9B	24	1CTAS 2IPGP 3AAPL Top holdings2017-12-31 1.CTAS 2.IPGP 3.AAPL 4.CGNX 5.LII 6.POOL 7.CRI 8.AVY 9.SNPS 10.PVH
2017-09-30	384	$6.5B	34	1CTAS 2IPGP 3AAPL Top holdings2017-09-30 1.CTAS 2.IPGP 3.AAPL 4.CGNX 5.MTD 6.SNPS 7.WBC1EUR 8.JBHT 9.LII 10.MPWR
2017-06-30	254	$5.6B	23	1AYI 2IPGP 3MTD Top holdings2017-06-30 1.AYI 2.IPGP 3.MTD 4.CGNX 5.AAPL 6.DORM 7.CTAS 8.LII 9.COO 10.HAS
2017-03-31	251	$5.2B	22	1AYI 2AAPL 3CGNX Top holdings2017-03-31 1.AYI 2.AAPL 3.CGNX 4.DORM 5.CTAS 6.SNPS 7.HD 8.IPGP 9.LII 10.MTD
2016-12-31	257	$4.8B	23	1AYI 2AAPL 3UNH Top holdings2016-12-31 1.AYI 2.AAPL 3.UNH 4.HD 5.CGNX 6.CTAS 7.DORM 8.JBHT 9.ITW 10.ADI
2016-09-30	250	$4.5B	17	1JBHT 2AAPL 3UNH Top holdings2016-09-30 1.JBHT 2.AAPL 3.UNH 4.ADBE 5.HD 6.ITW 7.V 8.SBUX 9.META 10.TJX
2016-06-30	225	$4.3B	30	1JBHT 2UNH 3SBUX Top holdings2016-06-30 1.JBHT 2.UNH 3.SBUX 4.HD 5.AAPL 6.ADBE 7.TJX 8.COST 9.V 10.ITW
2016-03-31	228	$4.1B	27	1JBHT 2AAPL 3HD Top holdings2016-03-31 1.JBHT 2.AAPL 3.HD 4.SBUX 5.UNH 6.MSFT 7.TJX 8.ADBE 9.COST 10.V
2015-12-31	232	$4.0B	20	1SBUX 2HD 3AAPL Top holdings2015-12-31 1.SBUX 2.HD 3.AAPL 4.ADBE 5.MSFT 6.COR 7.UNH 8.COST 9.JBHT 10.V
2015-09-30	216	$3.9B	34	1AAPL 2SBUX 3WSM Top holdings2015-09-30 1.AAPL 2.SBUX 3.WSM 4.HD 5.UNH 6.JBHT 7.TJX 8.ADBE 9.COR 10.V
2015-06-30	231	$3.5B	32	1AAPL 2SBUX 3UNH Top holdings2015-06-30 1.AAPL 2.SBUX 3.UNH 4.COR 5.JBHT 6.DIS 7.HD 8.SCHW 9.ADBE 10.CELG
2015-03-31	231	$4.2B	24	1AAPL 2COR 3JBHT Top holdings2015-03-31 1.AAPL 2.COR 3.JBHT 4.UNH 5.FTNT 6.SBUX 7.HD 8.TJX 9.CELG 10.COST
2014-12-31	239	$3.9B	18	1AAPL 2COR 3CELG Top holdings2014-12-31 1.AAPL 2.COR 3.CELG 4.TJX 5.JBHT 6.UNH 7.HD 8.FTNT 9.SCHW 10.CNI
2014-09-30	240	$3.9B	29	1AAPL 2CNI 3COR Top holdings2014-09-30 1.AAPL 2.CNI 3.COR 4.JNJ 5.SCHW 6.ADBE 7.CELG 8.TJX 9.HD 10.UNH
2014-06-30	243	$3.9B	30	1FMC 2AAPL 3TJX Top holdings2014-06-30 1.FMC 2.AAPL 3.TJX 4.DLTR 5.BF-B 6.ADBE 7.CNI 8.61166W 9.PNC 10.JNJ
2014-03-31	242	$4.0B	39	1FMC 2SCHW 3UTXZ Top holdings2014-03-31 1.FMC 2.SCHW 3.UTXZ 4.61166W 5.EOG 6.DIS 7.AAPL 8.HD 9.ADBE 10.BF-B
2013-12-31	229	$3.8B	19	1TJX 2GOOG 3AAPL Top holdings2013-12-31 1.TJX 2.GOOG 3.AAPL 4.SCHW 5.FMC 6.COR 7.CMG 8.61166W 9.PRGO 10.UTXZ
2013-09-30	223	$3.6B	35	1TJX 2FMC 3UTXZ Top holdings2013-09-30 1.TJX 2.FMC 3.UTXZ 4.AAPL 5.META 6.DLTR 7.61166W 8.COR 9.JNJ 10.PXGBX
2013-06-30	222	$3.4B	—	1VFC 2TJX 3JNJ Top holdings2013-06-30 1.VFC 2.TJX 3.JNJ 4.GOOG 5.740189 6.SCHW 7.61166W 8.AMT 9.PXGBX 10.XOM

Holding changes this quarter

Congress Asset Management Co's most significant position changes for 2026-06-30: New buy: Arm Holdings Plc-adr (ARM); New buy: Kulicke & Soffa Industries (KLIC); New buy: Archrock INC (AROC); New buy: Vita Coco Co Inc/the (COCO); New buy: Power Integrations INC (POWI).

Position changes disclosed by Congress Asset Management Co for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	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	MOG-A	Moog Inc-class A	+0.2%	+0.93%	Add
26	LLY	Eli Lilly & Co	+0.2%	+18.21%	Add
27	IMAX	Imax CORP	+0.2%	+67.99%	Add
28	NOVT	Novanta INC	+0.2%	+7.04%	Add
29	MSFT	Microsoft CORP	+0.2%	+27.77%	Add
30	V	Visa Inc-class A Shares	+0.2%	+18.04%	Add
31	RGEN	Repligen CORP	+0.2%	+26.87%	Add
32	LIVN	LivaNova PLC	+0.2%	+17.84%	Add
33	SXT	Sensient Technologies CORP	+0.2%	+9.59%	Add
34	GEV	GE Vernova INC	+0.2%	-3.09%	Trim
35	NVDA	Nvidia CORP	+0.1%	+4.70%	Add
36	GOOGL	Alphabet Inc-cl A	+0.1%	-3.26%	Trim
37	AVGO	Broadcom INC	0%	-2.56%	Trim
38	AAPL	Apple INC	-0.1%	-1.33%	Trim
39	TSCO	Tractor Supply Company	-0.3%	-99.22%	Trim
40	VBK	Vanguard Small-cap Grwth ETF	-0.3%	-52.13%	Trim
41	YETI	Yeti Holdings INC	-0.4%	-99.54%	Trim
42	DT	Dynatrace INC	-0.5%	EXIT	Sold out
43	TJX	Tjx Companies INC	-0.5%	-23.22%	Trim
44	CALX	Calix INC	-0.6%	-99.46%	Trim
45	NOW	Servicenow INC	-0.6%	-97.63%	Trim
46	TMO	Thermo Fisher Scientific INC	-0.7%	-95.77%	Trim
47	BSX	Boston Scientific CORP	-0.7%	-99.37%	Trim
48	PEN	Penumbra INC	-0.7%	-96.16%	Trim
49	MLM	Martin Marietta Materials	-0.8%	-74.39%	Trim
50	PRIM	Primoris Services CORP	-0.8%	-99.27%	Trim

FAQ

What is Congress Asset Management Co and what type of investor is it?

Congress Asset Management Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $16.3B, spread across 376 disclosed positions.

What are Congress Asset Management Co's largest equity positions?

Based on the latest 13F filing, Congress Asset Management Co's top holdings by market value are: 1. Nvidia CORP (NVDA) — $525.8M (3.2%) 2. Apple INC (AAPL) — $465.8M (2.9%) 3. Alphabet Inc-cl A (GOOGL) — $364.6M (2.2%) 4. Microsoft CORP (MSFT) — $304.1M (1.9%) 5. Broadcom INC (AVGO) — $278.9M (1.7%)

What changes did Congress Asset Management Co make in its most recent portfolio filing?

In the latest reported quarter, Congress Asset Management Co made 50 notable position adjustments: 7 new positions were initiated, 27 existing holdings were added to, 15 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Arm Holdings Plc-adr (ARM); New buy: Kulicke & Soffa Industries (KLIC); New buy: Archrock INC (AROC); New buy: Vita Coco Co Inc/the (COCO); New buy: Power Integrations INC (POWI)

What sectors does Congress Asset Management Co focus on?

Congress Asset Management Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.9% • Industrials: 21.7% • Consumer Discretionary: 12.4% • Health Care: 9.3% • Financials: 9.1% • Communication Services: 5.3%