CONGRESS ASSET MANAGEMENT CO
13F Reported Value
ⓘ$16.3B
Holdings
376
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CONGRESS ASSET MANAGEMENT CO disclosed 376 positions worth $16.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.2% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 31 new positions and exited 72 — including a new stake in $ARM and a full exit from $DT. The portfolio is most concentrated in Technology (36.3% of disclosed assets). All figures are sourced directly from CONGRESS ASSET MANAGEMENT CO’s Form 13F-HR filing with the SEC under CIK 897378.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$525.8M2,627,947 sh - 76.4#84
Quality
$465.8M1,609,746 sh - 78.2#57
Quality
$364.6M1,020,191 sh - 79.8
Quality
$304.1M815,323 sh - 84.5
Quality
$278.9M738,306 sh - 82.9
Quality
$227.6M663,519 sh - 81.1
Quality
$226.4M192,672 sh - 79.3
Quality
$215.3M1,220,821 sh - 76.0
Quality
$208.6M659,911 sh - 81.9
Quality
$199.9M1,176,606 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $525.8M | 2,627,947 |
 Apple Inc.$AAPL | 76.4#84 | $465.8M | 1,609,746 |
 Alphabet Inc.$GOOG | 78.2#57 | $364.6M | 1,020,191 |
 MICROSOFT CORP$MSFT | 79.8 | $304.1M | 815,323 |
 Broadcom Inc.$AVGO | 84.5 | $278.9M | 738,306 |
 VISA INC.$V | 82.9 | $227.6M | 663,519 |
 GE Vernova Inc.$GEV | 81.1 | $226.4M | 192,672 |
 AMPHENOL CORP /DE/$APH | 79.3 | $215.3M | 1,220,821 |
 LIGAND PHARMACEUTICALS INC$LGND | 76.0 | $208.6M | 659,911 |
 Arista Networks, Inc.$ANET | 81.9 | $199.9M | 1,176,606 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CONGRESS ASSET MANAGEMENT CO's 376 positions.
Showing top 10 of 376 holdings.
Sector Allocation
Technology
$5.9B
Industrials
$2.9B
Healthcare
$2.0B
Consumer Discretionary
$1.8B
Financials
$1.4B
Materials
$852.2M
Energy
$396.5M
Real Estate
$280.4M
Top Holdings — CONGRESS ASSET MANAGEMENT CO (Q2 2026)
Top 150 of 376 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $525.8M | 3.2% | +5% | 85.9 |
| 2 | $AAPL | Apple Inc. | $465.8M | 2.9% | -1% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $364.6M | 2.2% | -3% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $304.1M | 1.9% | +28% | 79.8 |
| 5 | $AVGO | Broadcom Inc. | $278.9M | 1.7% | -3% | 84.5 |
| 6 | $V | VISA INC. | $227.6M | 1.4% | +18% | 82.9 |
| 7 | $GEV | GE Vernova Inc. | $226.4M | 1.4% | -3% | 81.1 |
| 8 | $APH | AMPHENOL CORP /DE/ | $215.3M | 1.3% | +26% | 79.3 |
| 9 | $LGND | LIGAND PHARMACEUTICALS INC | $208.6M | 1.3% | +31% | 76 |
| 10 | $ANET | Arista Networks, Inc. | $199.9M | 1.2% | -32% | 81.9 |
| 11 |  $COST | COSTCO WHOLESALE CORP /NEW | $195.4M | 1.2% | -3% | 66.2 |
| 12 |  $STRL | STERLING INFRASTRUCTURE, INC. | $193.4M | 1.2% | -54% | 70.6 |
| 13 |  $GS | GOLDMAN SACHS GROUP INC | $184.2M | 1.1% | -4% | 73.5 |
| 14 |  $UFPT | UFP TECHNOLOGIES INC | $182.3M | 1.1% | +31% | 63.1 |
| 15 |  $ETN | Eaton Corp plc | $176.0M | 1.1% | -18% | — |
| 16 |  $ASML | ASML HOLDING NV | $175.6M | 1.1% | +7% | — |
| 17 |  $AMZN | AMAZON COM INC | $174.9M | 1.1% | -19% | 68.7 |
| 18 |  $MOG-A | MOOG INC. | $172.2M | 1.1% | +1% | 65.1 |
| 19 |  $MDB | MongoDB, Inc. | $171.7M | 1.1% | +69% | 68.8 |
| 20 |  $MOD | MODINE MANUFACTURING CO | $168.0M | 1.0% | -3% | 56.3 |
| 21 |  $HWM | Howmet Aerospace Inc. | $167.4M | 1.0% | -22% | 73.9 |
| 22 |  $NVT | nVent Electric plc | $166.9M | 1.0% | -12% | — |
| 23 |  $META | Meta Platforms, Inc. | $164.6M | 1.0% | -4% | 79.6 |
| 24 |  $WELL | WELLTOWER INC. | $163.8M | 1.0% | -4% | 59.8 |
| 25 |  $NPO | Enpro Inc. | $163.3M | 1.0% | +9% | 55 |
| 26 |  $NOVT | NOVANTA INC | $158.0M | 1.0% | +7% | 51.2 |
| 27 |  $CW | CURTISS WRIGHT CORP | $150.6M | 0.9% | -13% | 69.5 |
| 28 |  $PH | Parker-Hannifin Corp | $149.5M | 0.9% | -4% | 65.8 |
| 29 |  $LLY | ELI LILLY & Co | $147.6M | 0.9% | +18% | 87.5 |
| 30 |  $ARM | ARM HOLDINGS PLC /UK | $145.0M | 0.9% | NEW | — |
| 31 |  $TGTX | TG THERAPEUTICS, INC. | $142.9M | 0.9% | +20% | 69.3 |
| 32 |  $TKO | TKO Group Holdings, Inc. | $142.3M | 0.9% | -3% | 68.1 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $140.1M | 0.9% | -23% | 68.7 |
| 34 |  $RGEN | REPLIGEN CORP | $138.1M | 0.8% | +27% | 58.4 |
| 35 |  $ORLY | O REILLY AUTOMOTIVE INC | $135.4M | 0.8% | -4% | 67.4 |
| 36 |  $IBKR | Interactive Brokers Group, Inc. | $133.0M | 0.8% | +57% | 77 |
| 37 |  $BOOT | Boot Barn Holdings, Inc. | $131.0M | 0.8% | +11% | 62.6 |
| 38 |  $CVLT | COMMVAULT SYSTEMS INC | $130.8M | 0.8% | +20% | 62.3 |
| 39 |  $WMB | WILLIAMS COMPANIES, INC. | $129.9M | 0.8% | -4% | 64.3 |
| 40 |  $VCEL | Vericel Corp | $129.7M | 0.8% | +94% | 62.8 |
| 41 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $128.3M | 0.8% | +39% | 53.3 |
| 42 |  $ECL | ECOLAB INC. | $126.8M | 0.8% | -4% | 63.3 |
| 43 |  $CRDO | Credo Technology Group Holding Ltd | $124.7M | 0.8% | +28% | 55.1 |
| 44 |  $LIVN | LivaNova PLC | $123.5M | 0.8% | +18% | — |
| 45 |  $MIR | Mirion Technologies, Inc. | $119.9M | 0.7% | +500% | 59 |
| 46 |  $ISRG | INTUITIVE SURGICAL INC | $119.7M | 0.7% | -4% | 79.9 |
| 47 |  $IDCC | InterDigital, Inc. | $119.3M | 0.7% | +9% | 65 |
| 48 |  $PWR | QUANTA SERVICES, INC. | $117.6M | 0.7% | -4% | 72.1 |
| 49 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $117.4M | 0.7% | NEW | 57.2 |
| 50 |  $EAT | BRINKER INTERNATIONAL, INC | $115.1M | 0.7% | +11% | 67.9 |
| 51 |  $SXT | SENSIENT TECHNOLOGIES CORP | $114.7M | 0.7% | +10% | 52.2 |
| 52 |  $HLT | Hilton Worldwide Holdings Inc. | $114.1M | 0.7% | -2% | 63.3 |
| 53 |  $FROG | JFrog Ltd | $112.9M | 0.7% | +23% | — |
| 54 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $111.2M | 0.7% | -4% | 73.3 |
| 55 |  $PJT | PJT Partners Inc. | $109.2M | 0.7% | +20% | 71 |
| 56 |  $ABCB | Ameris Bancorp | $107.6M | 0.7% | +9% | 59.8 |
| 57 |  $SKY | Champion Homes, Inc. | $106.9M | 0.7% | +17% | 60.6 |
| 58 |  $AUB | Atlantic Union Bankshares Corp | $105.8M | 0.7% | +12% | 73.1 |
| 59 |  $RMBS | RAMBUS INC | $103.3M | 0.6% | -39% | 70.2 |
| 60 |  $IMAX | IMAX CORP | $101.1M | 0.6% | +68% | 59.6 |
| 61 |  $IDXX | IDEXX LABORATORIES INC /DE | $100.1M | 0.6% | +14% | 73.8 |
| 62 |  $UBER | Uber Technologies, Inc | $96.8M | 0.6% | -4% | 73.5 |
| 63 |  $HALO | HALOZYME THERAPEUTICS, INC. | $96.2M | 0.6% | -4% | 77.2 |
| 64 |  $KEX | KIRBY CORP | $95.7M | 0.6% | +12% | 63.8 |
| 65 |  $TPR | TAPESTRY, INC. | $95.2M | 0.6% | +14% | 72.7 |
| 66 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $93.3M | 0.6% | +13% | 68.7 |
| 67 |  $MCO | MOODYS CORP /DE/ | $93.0M | 0.6% | -4% | 79.1 |
| 68 |  $LMAT | LEMAITRE VASCULAR INC | $92.5M | 0.6% | +15% | 66 |
| 69 |  $CASY | CASEYS GENERAL STORES INC | $91.3M | 0.6% | -3% | 65.1 |
| 70 |  $AROC | Archrock, Inc. | $90.1M | 0.6% | NEW | 72 |
| 71 |  $JBTM | JBT MAREL Corp | $87.6M | 0.5% | +8% | 64.3 |
| 72 |  $SHOP | SHOPIFY INC. | $87.3M | 0.5% | -3% | 64.9 |
| 73 |  $EME | EMCOR Group, Inc. | $87.2M | 0.5% | -5% | 69.3 |
| 74 |  $VIK | Viking Holdings Ltd | $86.6M | 0.5% | -2% | — |
| 75 |  $CR | Crane Co | $85.4M | 0.5% | -2% | 66.9 |
| 76 |  $BCPC | BALCHEM CORP | $84.9M | 0.5% | +13% | 64.5 |
| 77 |  $CSW | CSW INDUSTRIALS, INC. | $83.6M | 0.5% | +19% | 61.8 |
| 78 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $82.1M | 0.5% | +15% | 64 |
| 79 |  $AVAV | AeroVironment Inc | $81.8M | 0.5% | +26% | 42 |
| 80 |  $ACIW | ACI WORLDWIDE, INC. | $80.1M | 0.5% | -13% | 66.3 |
| 81 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $80.0M | 0.5% | -7% | 71.4 |
| 82 |  $COCO | Vita Coco Company, Inc. | $79.8M | 0.5% | NEW | 63.1 |
| 83 |  $TXN | TEXAS INSTRUMENTS INC | $79.1M | 0.5% | +5820% | 73.4 |
| 84 |  $POWI | POWER INTEGRATIONS INC | $77.9M | 0.5% | NEW | 45.2 |
| 85 |  $AXON | AXON ENTERPRISE, INC. | $77.8M | 0.5% | NEW | 56.6 |
| 86 |  $COHR | COHERENT CORP. | $75.3M | 0.5% | NEW | 58.5 |
| 87 |  $HEI | HEICO CORP | $75.1M | 0.5% | +0% | 75.6 |
| 88 |  $RJF | RAYMOND JAMES FINANCIAL INC | $70.0M | 0.4% | -2% | 66.3 |
| 89 |  $NVMI | NOVA LTD. | $69.4M | 0.4% | -47% | — |
| 90 |  $MU | MICRON TECHNOLOGY INC | $68.7M | 0.4% | NEW | 86.2 |
| 91 |  $DDOG | Datadog, Inc. | $68.0M | 0.4% | -2% | 71.4 |
| 92 |  $CARG | CarGurus, Inc. | $67.4M | 0.4% | -6% | 63.2 |
| 93 |  $PLTR | Palantir Technologies Inc. | $59.9M | 0.4% | +6% | 84.6 |
| 94 |  $CXT | Crane NXT, Co. | $59.7M | 0.4% | -15% | 62.8 |
| 95 |  $UMBF | UMB FINANCIAL CORP | $56.6M | 0.3% | +162% | 77.3 |
| 96 |  $Q | Qnity Electronics, Inc. | $56.4M | 0.3% | +1% | 68.4 |
| 97 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $56.1M | 0.3% | -27% | 61.7 |
| 98 |  $NET | Cloudflare, Inc. | $55.7M | 0.3% | -17% | 56.4 |
| 99 |  $TER | TERADYNE, INC | $52.2M | 0.3% | -0% | 77.3 |
| 100 |  $FIX | COMFORT SYSTEMS USA INC | $50.9M | 0.3% | -53% | 77.7 |
| 101 |  $FAST | FASTENAL CO | $50.4M | 0.3% | -2% | 66.9 |
| 102 |  $VMI | VALMONT INDUSTRIES INC | $50.3M | 0.3% | -3% | 60.7 |
| 103 |  $CRS | CARPENTER TECHNOLOGY CORP | $49.8M | 0.3% | -3% | 64.6 |
| 104 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $48.7M | 0.3% | -27% | 63.4 |
| 105 |  $APG | APi Group Corp | $48.7M | 0.3% | -3% | 65.4 |
| 106 |  $BROS | Dutch Bros Inc. | $46.6M | 0.3% | +199% | 63.6 |
| 107 |  $ROST | ROSS STORES, INC. | $45.2M | 0.3% | -3% | 70.4 |
| 108 |  $CAT | CATERPILLAR INC | $44.4M | 0.3% | -4% | 66.5 |
| 109 |  $FLS | FLOWSERVE CORP | $43.7M | 0.3% | +392% | 70.7 |
| 110 |  $RBRK | Rubrik, Inc. | $43.3M | 0.3% | -1% | 56.6 |
| 111 |  $KRMN | Karman Holdings Inc. | $43.1M | 0.3% | +22% | 57.2 |
| 112 |  $EHC | Encompass Health Corp | $41.1M | 0.3% | -4% | 66.9 |
| 113 |  $DELL | Dell Technologies Inc. | $40.8M | 0.3% | -35% | 71.2 |
| 114 |  $TRNO | Terreno Realty Corp | $39.3M | 0.2% | -2% | 69.5 |
| 115 |  $CAVA | CAVA GROUP, INC. | $39.1M | 0.2% | +1% | 57.1 |
| 116 |  $DHI | HORTON D R INC /DE/ | $37.8M | 0.2% | +13% | 53.6 |
| 117 |  $ENTG | ENTEGRIS INC | $37.6M | 0.2% | -3% | 58 |
| 118 |  $ROKU | ROKU, INC | $36.8M | 0.2% | NEW | 66.7 |
| 119 |  $MYRG | MYR GROUP INC. | $36.8M | 0.2% | -24% | 59.2 |
| 120 |  $STE | STERIS plc | $36.0M | 0.2% | +14% | — |
| 121 |  $EXPE | Expedia Group, Inc. | $36.0M | 0.2% | +12% | 71.1 |
| 122 |  $ADI | ANALOG DEVICES INC | $35.3M | 0.2% | +8% | 79.2 |
| 123 |  $MLM | MARTIN MARIETTA MATERIALS INC | $35.1M | 0.2% | -74% | 62.9 |
| 124 |  $AFRM | Affirm Holdings, Inc. | $34.8M | 0.2% | +4639% | 81.3 |
| 125 |  $JPM | JPMORGAN CHASE & CO | $34.2M | 0.2% | -3% | 70.7 |
| 126 |  $TOST | Toast, Inc. | $33.4M | 0.2% | +10% | 69.5 |
| 127 |  $CTAS | CINTAS CORP | $31.3M | 0.2% | -3% | 68.7 |
| 128 |  $PLXS | PLEXUS CORP | $31.2M | 0.2% | +439% | 62.5 |
| 129 |  $MEDP | Medpace Holdings, Inc. | $31.0M | 0.2% | -3% | 76.2 |
| 130 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $30.6M | 0.2% | -5% | 59.3 |
| 131 | — | Congress Large Cap Growth Fund - Inst. Cl - COM | $28.5M | 0.2% | -0% | — |
| 132 |  $TWLO | TWILIO INC | $28.5M | 0.2% | NEW | 70.4 |
| 133 |  $ACMR | ACM Research, Inc. | $28.4M | 0.2% | -34% | 54 |
| 134 |  $SEI | Solaris Energy Infrastructure, Inc. | $27.8M | 0.2% | +8218% | 56.4 |
| 135 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $27.3M | 0.2% | -2% | 60.1 |
| 136 |  $CSCO | CISCO SYSTEMS, INC. | $27.2M | 0.2% | -4% | 70.3 |
| 137 |  $GMED | GLOBUS MEDICAL INC | $26.8M | 0.2% | NEW | 79.5 |
| 138 |  $IOT | Samsara Inc. | $26.5M | 0.2% | NEW | 68.6 |
| 139 |  $VIRT | Virtu Financial, Inc. | $26.3M | 0.2% | +1% | 74.1 |
| 140 |  $MQ | Marqeta, Inc. | $25.9M | 0.2% | +26% | 54.9 |
| 141 |  $HD | HOME DEPOT, INC. | $24.5M | 0.1% | -7% | 60.3 |
| 142 |  $DOCN | DigitalOcean Holdings, Inc. | $24.5M | 0.1% | -23% | 67.2 |
| 143 |  $FND | Floor & Decor Holdings, Inc. | $23.8M | 0.1% | +1% | 54.5 |
| 144 |  $KLAC | KLA CORP | $23.7M | 0.1% | NEW | 78.6 |
| 145 |  $RRC | RANGE RESOURCES CORP | $23.4M | 0.1% | -4% | 79.4 |
| 146 |  $LRCX | LAM RESEARCH CORP | $23.1M | 0.1% | +15% | 79.4 |
| 147 |  $HWKN | HAWKINS INC | $22.9M | 0.1% | -3% | 55.6 |
| 148 | — | iShares Trust RUS MD CP GR ETF - COM | $22.6M | 0.1% | -50% | — |
| 149 |  $GOOGL | Alphabet Inc. | $22.3M | 0.1% | -14% | 78.2 |
| 150 |  $ELF | e.l.f. Beauty, Inc. | $21.0M | 0.1% | -5% | 58.2 |
New Positions (31)
$ARM ARM HOLDINGS PLC /UK$145.0M$KLIC KULICKE & SOFFA INDUSTRIES INC$117.4M$AROC Archrock, Inc.$90.1M$COCO Vita Coco Company, Inc.$79.8M$POWI POWER INTEGRATIONS INC$77.9M$AXON AXON ENTERPRISE, INC.$77.8M$MU MICRON TECHNOLOGY INC$68.7M$ROKU ROKU, INC$36.8M$TWLO TWILIO INC$28.5M$GMED GLOBUS MEDICAL INC$26.8M$IOT Samsara Inc.$26.5M$KLAC KLA CORP$23.7M
$TMDX TransMedics Group, Inc.$15.1M
$KRYS Krystal Biotech, Inc.$14.9M
$NBIX NEUROCRINE BIOSCIENCES INC$13.9MExited Positions (72)
$DT Dynatrace, Inc.
$HLI HOULIHAN LOKEY, INC.
$GWRE Guidewire Software, Inc.
$PBH Prestige Consumer Healthcare Inc.
$PTC PTC INC.
$AZTA Azenta, Inc.
$PODD INSULET CORP
$IESC IES Holdings, Inc.
$KNSL Kinsale Capital Group, Inc.
$MORN Morningstar, Inc.
$POOL POOL CORP
$SPSC SPS COMMERCE INC
$PRAX Praxis Precision Medicines, Inc.
$FSV FirstService Corp
$ACLX Arcellx, Inc.Browse Top Institutional Investors
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