CONGRESS ASSET MANAGEMENT CO /MA
Sector Allocation
- Technology40.3%$6.2B
- Healthcare14.9%$2.3B
- Industrials13.9%$2.1B
- Financials8.4%$1.3B
- Consumer Discretionary7.9%$1.2B
- Materials4.9%$761.0M
- Energy2.6%$405.2M
- Consumer Staples2.6%$399.2M
- Real Estate2.1%$319.8M
- Other1.0%$159.7M
AUM History
13fpro.ai/research/fund/congress-asset-management-co-ma-897378
Conviction and streaks
Concentrating · top 10 = 21.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$587.3MAAPL
$530.9MGOOGL
$425.0MMSFT
$411.0MAVGO
$288.3MHALO
$251.9MANET
$213.7MLGND
$205.7MMETA
$203.7MRGEN
$196.2MV
$187.6MAMZN
$184.6MCOST
$183.0MAPH
$181.0MMDB
$175.1MUFPT
$171.8METN
$169.3MASML
$162.2MWELL
$160.4MMOG-A
$154.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/congress-asset-management-co-ma-897378
CONGRESS ASSET MANAGEMENT CO /MA 13F holdings — Q3 2026
$15.4B portfolio (-5.0% QoQ) · 406 holdings · Q3 2026 13F · top 10 are 22% of the stock portfolio
$587.3M
3.8% of stocks
-2%This quarter-9.7%Since filed8+ qtrsHeld$530.9M
3.4% of stocks
-1.0%This quarter+3.1%Since filed8+ qtrsHeld$425.0M
2.8% of stocks
+21%This quarter-8.8%Since filed8+ qtrsHeld$411.0M
2.7% of stocks
-2%This quarter+0.6%Since filed8+ qtrsHeld$288.3M
1.9% of stocks
+11%This quarter-12.4%Since filed8+ qtrsHeld$251.9M
1.6% of stocks
+86%This quarter+16.7%Since filed8+ qtrsHeld$213.7M
1.4% of stocks
-11%This quarter-17.7%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$205.7M
1.3% of stocks
-0.2%This quarter+3.8%Since filed8+ qtrsHeld$203.7M
1.3% of stocks
-4%This quarter-14.7%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$196.2M
1.3% of stocks
+0.9%This quarter+3.0%Since filed8+ qtrsHeld
All holdings — CONGRESS ASSET MANAGEMENT CO /MA (Q3 2026)
406 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $187.6M | 1.2% | 522K | -21% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $184.6M | 1.2% | 741K | +1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $183.0M | 1.2% | 201K | -4% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMPHENOL CORP /DE/ | Technology | $181.0M | 1.2% | 2.15M | +76% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MongoDB, Inc. | Technology | $175.1M | 1.1% | 502K | -2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | UFP TECHNOLOGIES INC | Healthcare | $171.8M | 1.1% | 579K | -16% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Eaton Corp plc | Industrials | $169.3M | 1.1% | 394K | -5% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ASML HOLDING NV | Technology | $162.2M | 1.1% | 90K | +1% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | WELLTOWER INC. | Real Estate | $160.4M | 1.0% | 697K | -3% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MOOG INC. | Industrials | $154.0M | 1.0% | 404K | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GE Vernova Inc. | Industrials | $150.5M | 1.0% | 158K | -18% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | InterDigital, Inc. | Technology | $149.4M | 1.0% | 458K | +9% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TG THERAPEUTICS, INC. | Healthcare | $145.4M | 0.9% | 2.61M | +0.2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ELI LILLY & Co | Healthcare | $144.1M | 0.9% | 125K | +1% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Parker-Hannifin Corp | Industrials | $139.6M | 0.9% | 146K | -4% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NOVT | NOVANTA INC | Technology | $139.3M | 0.9% | 980K | +0.6% | |||
| 27 | $IMAX | IMAX CORP | Technology | $139.3M | 0.9% | 2.54M | +0.2% | |||
| 28 | $FROG | JFrog Ltd | Technology | $137.8M | 0.9% | 1.42M | +14% | |||
| 29 | $HWM | Howmet Aerospace Inc. | Materials | $134.9M | 0.9% | 597K | -4% | |||
| 30 | $NPO | Enpro Inc. | Materials | $132.0M | 0.9% | 431K | -0.5% | |||
| 31 | $EAT | BRINKER INTERNATIONAL, INC | Consumer Discretionary | $130.0M | 0.8% | 672K | -2% | |||
| 32 | $IBKR | Interactive Brokers Group, Inc. | Financials | $128.3M | 0.8% | 1.50M | -2% | |||
| 33 | $GS | GOLDMAN SACHS GROUP INC | Financials | $126.7M | 0.8% | 141K | -23% | |||
| 34 | $MU | MICRON TECHNOLOGY INC | Technology | $126.2M | 0.8% | 118K | +99% | |||
| 35 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $124.8M | 0.8% | 943K | +2% | |||
| 36 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $121.8M | 0.8% | 932K | +0.2% | |||
| 37 | $ECL | ECOLAB INC. | Materials | $119.4M | 0.8% | 435K | -4% | |||
| 38 | $CVLT | COMMVAULT SYSTEMS INC | Technology | $117.5M | 0.8% | 784K | -15% | |||
| 39 | $LIVN | LivaNova PLC | Healthcare | $115.0M | 0.8% | 1.50M | +0.0% | |||
| 40 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $114.1M | 0.7% | 1.68M | -4% | |||
| 41 | $ARM | ARM HOLDINGS PLC /UK | Technology | $112.7M | 0.7% | 389K | -5% | |||
| 42 | $MMSI | MERIT MEDICAL SYSTEMS INC | Healthcare | $108.7M | 0.7% | 1.26M | +6% | |||
| 43 | $SHOP | SHOPIFY INC. | Technology | $108.4M | 0.7% | 731K | -4% | |||
| 44 | $SKY | Champion Homes, Inc. | Industrials | $104.8M | 0.7% | 1.22M | +0.8% | |||
| 45 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $104.6M | 0.7% | 329K | -5% | |||
| 46 | $PJT | PJT Partners Inc. | Financials | $104.0M | 0.7% | 729K | +0.7% | |||
| 47 | $VCEL | Vericel Corp | Healthcare | $102.4M | 0.7% | 2.55M | -12% | |||
| 48 | $NVT | nVent Electric plc | Industrials | $100.4M | 0.7% | 626K | -36% | |||
| 49 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $100.2M | 0.7% | 74K | -8% | |||
| 50 | $KEX | KIRBY CORP | Industrials | $99.9M | 0.7% | 761K | +8% | |||
| 51 | $FSS | FEDERAL SIGNAL CORP /DE/ | Industrials | $99.1M | 0.6% | 895K | +23% | |||
| 52 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $96.9M | 0.6% | 805K | +0.9% | |||
| 53 | $AUB | Atlantic Union Bankshares Corp | Financials | $96.1M | 0.6% | 2.53M | +1% | |||
| 54 | $ABCB | Ameris Bancorp | Financials | $95.7M | 0.6% | 1.20M | +0.9% | |||
| 55 | $PLTR | Palantir Technologies Inc. | Technology | $94.8M | 0.6% | 507K | -1% | |||
| 56 | $TXN | TEXAS INSTRUMENTS INC | Technology | $94.0M | 0.6% | 336K | +27% | |||
| 57 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $93.0M | 0.6% | 351K | New | |||
| 58 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $91.7M | 0.6% | 176K | -8% | |||
| 59 | $VCYT | VERACYTE, INC. | Healthcare | $90.0M | 0.6% | 1.95M | New | |||
| 60 | $MCO | MOODYS CORP /DE/ | Financials | $88.6M | 0.6% | 195K | -5% | |||
| 61 | $CSW | CSW INDUSTRIALS, INC. | Materials | $86.9M | 0.6% | 302K | +0.4% | |||
| 62 | $PWR | QUANTA SERVICES, INC. | Industrials | $86.5M | 0.6% | 135K | -18% | |||
| 63 | $MIR | Mirion Technologies, Inc. | Technology | $85.2M | 0.6% | 6.03M | -10% | |||
| 64 | $ACIW | ACI WORLDWIDE, INC. | Technology | $84.9M | 0.6% | 1.74M | +9% | |||
| 65 | $AVAV | AeroVironment Inc | Industrials | $84.6M | 0.6% | 595K | +20% | |||
| 66 | $CW | CURTISS WRIGHT CORP | Industrials | $84.4M | 0.6% | 155K | -22% | |||
| 67 | $BCPC | BALCHEM CORP | Healthcare | $83.0M | 0.5% | 503K | +0.1% | |||
| 68 | $PLXS | PLEXUS CORP | Technology | $82.3M | 0.5% | 315K | +204% | |||
| 69 | $RBRK | Rubrik, Inc. | Technology | $81.9M | 0.5% | 716K | +33% | |||
| 70 | $LMAT | LEMAITRE VASCULAR INC | Healthcare | $79.4M | 0.5% | 962K | -0.2% | |||
| 71 | $YOU | Clear Secure, Inc. | Technology | $78.8M | 0.5% | 1.88M | New | |||
| 72 | $AROC | Archrock, Inc. | Energy | $76.7M | 0.5% | 2.53M | +14% | |||
| 73 | $EME | EMCOR Group, Inc. | Industrials | $76.6M | 0.5% | 102K | -3% | |||
| 74 | $NET | Cloudflare, Inc. | Technology | $76.4M | 0.5% | 220K | -3% | |||
| 75 | $MDT | Medtronic plc | Healthcare | $76.2M | 0.5% | 883K | New | |||
| 76 | $TSLA | Tesla, Inc. | Consumer Discretionary | $73.2M | 0.5% | 206K | New | |||
| 77 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $72.5M | 0.5% | 630K | -3% | |||
| 78 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $71.5M | 0.5% | 452K | -2% | |||
| 79 | $COCO | Vita Coco Company, Inc. | Consumer Staples | $71.0M | 0.5% | 1.24M | +3% | |||
| 80 | $DDOG | Datadog, Inc. | Technology | $69.2M | 0.5% | 253K | -3% | |||
| 81 | $LITE | Lumentum Holdings Inc. | Technology | $69.1M | 0.5% | 71K | New | |||
| 82 | $CR | Crane Co | Industrials | $67.3M | 0.4% | 330K | -14% | |||
| 83 | $CARG | CarGurus, Inc. | Technology | $66.2M | 0.4% | 2.13M | +8% | |||
| 84 | $JBTM | JBT MAREL Corp | Industrials | $63.1M | 0.4% | 598K | -1.0% | |||
| 85 | $BELFA | BEL FUSE INC /NJ | Technology | $63.1M | 0.4% | 258K | New | |||
| 86 | $HEI | HEICO CORP | Industrials | $62.0M | 0.4% | 205K | -3% | |||
| 87 | $AXON | AXON ENTERPRISE, INC. | Industrials | $57.0M | 0.4% | 135K | -3% | |||
| 88 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $57.0M | 0.4% | 94K | -18% | |||
| 89 | $CXT | Crane NXT, Co. | Industrials | $55.8M | 0.4% | 1.19M | +2% | |||
| 90 | $MTRN | MATERION Corp | Industrials | $51.8M | 0.3% | 192K | New | |||
| 91 | $TOST | Toast, Inc. | Technology | $50.9M | 0.3% | 1.76M | +46% | |||
| 92 | $FAST | FASTENAL CO | Industrials | $50.8M | 0.3% | 1.02M | -2% | |||
| 93 | $DELL | Dell Technologies Inc. | Technology | $49.0M | 0.3% | 91K | -4% | |||
| 94 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $48.4M | 0.3% | 207K | -3% | |||
| 95 | $EHC | Encompass Health Corp | Healthcare | $48.2M | 0.3% | 396K | -2% | |||
| 96 | $UMBF | UMB FINANCIAL CORP | Financials | $47.5M | 0.3% | 365K | -8% | |||
| 97 | $POWI | POWER INTEGRATIONS INC | Technology | $47.3M | 0.3% | 914K | -2% | |||
| 98 | $TWLO | TWILIO INC | Technology | $46.9M | 0.3% | 160K | +16% | |||
| 99 | $Q | Qnity Electronics, Inc. | Technology | $44.4M | 0.3% | 353K | +2% | |||
| 100 | $APG | APi Group Corp | Industrials | $43.2M | 0.3% | 1.12M | -3% | |||
| 101 | $VTR | Ventas, Inc. | Real Estate | $42.7M | 0.3% | 502K | New | |||
| 102 | $TER | TERADYNE, INC | Technology | $42.7M | 0.3% | 106K | -1% | |||
| 103 | $JPM | JPMORGAN CHASE & CO | Financials | $42.2M | 0.3% | 128K | +22% | |||
| 104 | $MYRG | MYR GROUP INC. | Energy | $41.9M | 0.3% | 143K | +95% | |||
| 105 | $FLS | FLOWSERVE CORP | Industrials | $41.8M | 0.3% | 571K | -3% | |||
| 106 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $41.6M | 0.3% | 148K | -2% | |||
| 107 | $VMI | VALMONT INDUSTRIES INC | Industrials | $41.3M | 0.3% | 89K | +2% | |||
| 108 | $ROKU | ROKU, INC | Communication Services | $39.7M | 0.3% | 261K | -2% | |||
| 109 | $RMBS | RAMBUS INC | Technology | $38.1M | 0.3% | 357K | -54% | |||
| 110 | $MEDP | Medpace Holdings, Inc. | Healthcare | $37.7M | 0.2% | 60K | +3% | |||
| 111 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $37.0M | 0.2% | 140K | -0.3% | |||
| 112 | $STE | STERIS plc | Healthcare | $36.7M | 0.2% | 175K | +2% | |||
| 113 | $CTAS | CINTAS CORP | Consumer Discretionary | $34.9M | 0.2% | 179K | -3% | |||
| 114 | $ADI | ANALOG DEVICES INC | Technology | $34.7M | 0.2% | 87K | -2% | |||
| 115 | $KRMN | Karman Holdings Inc. | Industrials | $34.7M | 0.2% | 1.07M | +24% | |||
| 116 | $BJ | BJ's Wholesale Club Holdings, Inc. | Consumer Staples | $33.7M | 0.2% | 366K | +4% | |||
| 117 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $33.1M | 0.2% | 67K | -71% | |||
| 118 | $ENTG | ENTEGRIS INC | Materials | $32.9M | 0.2% | 213K | +2% | |||
| 119 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $32.7M | 0.2% | 144K | New | |||
| 120 | $CAT | CATERPILLAR INC | Industrials | $32.2M | 0.2% | 40K | -5% | |||
| 121 | $IOT | Samsara Inc. | Technology | $32.2M | 0.2% | 845K | +3% | |||
| 122 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $32.0M | 0.2% | 82K | +2% | |||
| 123 | $RPRX | Royalty Pharma plc | Healthcare | $30.8M | 0.2% | 527K | New | |||
| 124 | $AMRX | Amneal Pharmaceuticals, Inc. | Healthcare | $30.7M | 0.2% | 1.52M | +95% | |||
| 125 | $TRNO | Terreno Realty Corp | Real Estate | $30.6M | 0.2% | 474K | -22% | |||
| 126 | $AFRM | Affirm Holdings, Inc. | Financials | $30.4M | 0.2% | 439K | +3% | |||
| 127 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $30.3M | 0.2% | 300K | +6% | |||
| 128 | — | Congress Large Cap Growth Fund - Inst. Cl - COM | — | $29.4M | 0.2% | 557K | +0.4% | |||
| 129 | $TKO | TKO Group Holdings, Inc. | Communication Services | $29.0M | 0.2% | 161K | -77% | |||
| 130 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $27.8M | 0.2% | 105K | +2% | |||
| 131 | $GMED | GLOBUS MEDICAL INC | Healthcare | $27.0M | 0.2% | 361K | +7% | |||
| 132 | $GOOG | Alphabet Inc. | Technology | $25.8M | 0.2% | 76K | +20% | |||
| 133 | — | Rio Tinto Finance (USA) plc - COM | — | $25.5M | 0.2% | 26.01M | New | |||
| 134 | $CRDO | Credo Technology Group Holding Ltd | Technology | $25.0M | 0.2% | 129K | -72% | |||
| 135 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $24.6M | 0.2% | 91K | New | |||
| 136 | $MSGE | Madison Square Garden Entertainment Corp. | Communication Services | $24.3M | 0.2% | 303K | New | |||
| 137 | $RRC | RANGE RESOURCES CORP | Energy | $24.2M | 0.2% | 652K | +3% | |||
| 138 | $CSCO | CISCO SYSTEMS, INC. | Technology | $24.1M | 0.2% | 224K | -3% | |||
| 139 | $VIRT | Virtu Financial, Inc. | Financials | $23.9M | 0.2% | 434K | -2% | |||
| 140 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $23.9M | 0.1% | 335K | -3% | |||
| 141 | $MA | Mastercard Inc | Financials | $23.8M | 0.1% | 43K | +39% | |||
| 142 | $CGNX | COGNEX CORP | Technology | $23.6M | 0.1% | 390K | New | |||
| 143 | $AMGN | AMGEN INC | Healthcare | $23.6M | 0.1% | 56K | -3% | |||
| 144 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $23.4M | 0.1% | 608K | -6% | |||
| 145 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $23.2M | 0.1% | 271K | -82% | |||
| 146 | $OKTA | Okta, Inc. | Technology | $22.5M | 0.1% | 108K | -3% | |||
| 147 | $ACMR | ACM Research, Inc. | Technology | $22.4M | 0.1% | 277K | +24% | |||
| 148 | $TMDX | TransMedics Group, Inc. | Healthcare | $21.1M | 0.1% | 253K | +11% | |||
| 149 | $SITM | SITIME Corp | Technology | $20.9M | 0.1% | 32K | New | |||
| 150 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $20.5M | 0.1% | 378K | -24% |
What changed in Q3 2026
Against the previous quarter's 13F: 48 new, 167 added to, 170 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (48)
$CRWDCrowdStrike Holdings, Inc.$93.0M
first bought this quarter
$VCYTVERACYTE, INC.$90.0M
first bought this quarter
$YOUClear Secure, Inc.$78.8M
first bought this quarter
$MDTMedtronic plc$76.2M
first bought this quarter
$LITELumentum Holdings Inc.$69.1M
first bought this quarter
$BELFABEL FUSE INC /NJ$63.1M
first bought this quarter
+42 more in the Excel export
Added to (167)
now $251.9M · held 8+ qtrs
now $181.0M · held 8+ qtrs
now $425.0M · held 8+ qtrs
$MUMICRON TECHNOLOGY INC+99%
now $126.2M · held 2 qtrs, 2 adds in a row
$PLXSPLEXUS CORP+204%
now $82.3M · held 8+ qtrs, 4 adds in a row
now $288.3M · held 8+ qtrs
+161 more in the Excel export
Trimmed (170)
$MODMODINE MANUFACTURING CO-99%
now $1.0M
$ISRGINTUITIVE SURGICAL INC-89%
now $13.5M
$ORLYO REILLY AUTOMOTIVE INC-82%
now $23.2M · held 8+ qtrs, 2 trims in a row
$TKOTKO Group Holdings, Inc.-77%
now $29.0M · held 6 qtrs, 2 trims in a row
$UBERUber Technologies, Inc-100%
now $294K
$STRLSTERLING INFRASTRUCTURE, INC.-71%
now $33.1M · held 8+ qtrs, 2 trims in a row
+164 more in the Excel export
Sold out (20)
$UTIUNIVERSAL TECHNICAL INSTITUTE INCwas $128.3M
held 5 qtrs
$KLICKULICKE & SOFFA INDUSTRIES INCwas $117.4M
held 1 qtr
$ALNYALNYLAM PHARMACEUTICALS, INC.was $80.0M
held 4 qtrs
$DHIHORTON D R INC /DE/was $37.8M
held 4 qtrs
$CELHCelsius Holdings, Inc.was $13.9M
held 2 qtrs
$HEHAWAIIAN ELECTRIC INDUSTRIES INCwas $13.5M
+14 more in the Excel export
Holdings by quarter
Every 13F CONGRESS ASSET MANAGEMENT CO /MA has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow CONGRESS ASSET MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CONGRESS ASSET MANAGEMENT's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-3.7%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 46% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
84%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CONGRESS ASSET MANAGEMENT CO /MA disclosed 406 positions worth $15.4B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 3.8% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 48 new positions and exited 20 — including a new stake in $CRWD and a full exit from $UTI. The portfolio is most concentrated in Technology (40.3% of disclosed assets). All figures are sourced directly from CONGRESS ASSET MANAGEMENT CO /MA’s Form 13F-HR filing with the SEC under CIK 897378.
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