CONGRESS ASSET MANAGEMENT CO — 13F Holdings & Portfolio

CIK 897378 · latest 13F-HR filed 2026-04-14

CONGRESS ASSET MANAGEMENT CO manages $13.95B in 13F-reported U.S. long-equity assets across 417 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (3.14%), AAPL (2.97%), GOOGL (2.17%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 60 new positions, exited 24, added to 151, and trimmed 141.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$13.95B

Long-equity book

Holdings

417

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

+60 / −24 / ↑151 / ↓141

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ASML Holding N.V.$95.3M +688.3%
  • Eli Lilly & Co.$80.9M +544.8%
  • Modine Manufacturing Co.$65.1M +85.7%
  • Sterling Infrastructure Inc$58.8M +40.9%
  • Interactive Brokers Group Inc$58.5M +878.1%
Show all 151

Top Trims

  • Synopsys Inc-$114.9M -93.5%
  • Dell Technologies Inc-$113.0M -82.5%
  • Netflix, Inc.-$106.9M -82.5%
  • Palo Alto Networks Inc-$99.7M -99.1%
  • Microsoft Corp.-$74.8M -24.1%
Show all 141

New Positions

  • Hilton Worldwide Holdings Inc$107.2M
  • LivaNova PLC$81.0M
  • IMAX Corporation$57.4M
  • JFrog Ltd$47.5M
  • Qnity Electronics Inc.$39.3M
Show all 60

Exited Positions

  • Cyberark Software Ltd.$59.7M
  • Brown & Brown Inc$46.3M
  • Pinterest Inc$33.9M
  • Clearwater Analytics Holdings Inc$20.2M
  • Duolingo Inc$10.8M
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp. NVDA 67066G104 $437.7M 3.14% 2,510,028 SH
2 Apple Inc. AAPL 037833100 $414.1M 2.97% 1,631,485 SH
3 Alphabet Inc. GOOGL 02079K305 $303.2M 2.17% 1,054,554 SH
4 Microsoft Corp. MSFT 594918104 $236.2M 1.69% 638,107 SH
5 Broadcom Inc AVGO 11135F101 $234.5M 1.68% 757,731 SH
6 Costco Wholesale Corporation COST 22160K105 $215.3M 1.54% 216,024 SH
7 Arista Networks Inc ANET 040413205 $212.8M 1.52% 1,732,854 SH
8 Sterling Infrastructure Inc STRL 859241101 $202.5M 1.45% 497,098 SH
9 The TJX Companies Inc. TJX 872540109 $192.3M 1.38% 1,203,988 SH
10 Amazon.com, Inc. AMZN 023135106 $188.1M 1.35% 903,120 SH
11 Howmet Aerospace Inc HWM 443201108 $183.5M 1.32% 796,404 SH
12 Eaton Corporation PLC ETN G29183103 $180.2M 1.29% 503,728 SH
13 Meta Platforms Inc META 30303M102 $173.9M 1.25% 303,914 SH
14 GE Vernova Inc. GEV 36828A101 $173.6M 1.24% 198,825 SH
15 Visa Inc V 92826C839 $169.9M 1.22% 562,093 SH
16 Goldman Sachs Group, Inc. GS 38141G104 $160.2M 1.15% 189,415 SH
17 Curtiss-Wright Corp. CW 231561101 $155.2M 1.11% 227,835 SH
18 Welltower Inc. WELL 95040Q104 $148.3M 1.06% 750,200 SH
19 TKO Group Holdings Inc. TKO 87256C101 $146.8M 1.05% 727,806 SH
20 Intuitive Surgical Inc. ISRG 46120E602 $144.0M 1.03% 312,410 SH
21 Parker-Hannifin Corp. PH 701094104 $142.5M 1.02% 159,176 SH
22 Modine Manufacturing Co. MOD 607828100 $141.0M 1.01% 650,673 SH
23 O'Reilly Automotive Inc. ORLY 67103H107 $140.7M 1.01% 1,524,657 SH
24 Martin Marietta Materials Inc MLM 573284106 $140.1M 1.00% 237,971 SH
25 NVent Electric PLC NVT G6700G107 $132.7M 0.95% 1,121,791 SH
26 Williams Companies Inc. (The) WMB 969457100 $132.5M 0.95% 1,819,871 SH
27 Ecolab Inc. ECL 278865100 $126.2M 0.90% 474,438 SH
28 Amphenol Corporation APH 032095101 $122.2M 0.88% 967,292 SH
29 Moog Inc. MOG.A 615394202 $117.8M 0.84% 402,562 SH
30 Primoris Services Corp. PRIM 74164F103 $117.0M 0.84% 818,096 SH
31 InterDigital, Inc. IDCC 45867G101 $116.6M 0.84% 386,013 SH
32 Rambus Inc. RMBS 750917106 $109.8M 0.79% 1,275,978 SH
33 ASML Holding N.V. ASML N07059210 $109.1M 0.78% 82,626 SH
34 Novanta Inc NOVT 67000B104 $107.4M 0.77% 909,710 SH
35 Hilton Worldwide Holdings Inc HLT 43300A203 $107.2M 0.77% 352,636 SH
36 Boot Barn Holdings Inc BOOT 099406100 $105.0M 0.75% 717,574 SH
37 Penumbra Inc. PEN 70975L107 $104.2M 0.75% 317,337 SH
38 Nova Ltd NVMI M7516K103 $104.1M 0.75% 239,708 SH
39 Boston Scientific Corporation BSX 101137107 $102.3M 0.73% 1,629,485 SH
40 UFP Technologies Inc. UFPT 902673102 $101.3M 0.73% 523,438 SH
41 Ligand Pharmaceuticals Incorporated LGND 53220K504 $100.8M 0.72% 504,637 SH
42 Uber Technologies Inc UBER 90353T100 $100.5M 0.72% 1,396,539 SH
43 Enpro Inc NPO 29355X107 $99.9M 0.72% 398,431 SH
44 Thermo Fisher Scientific Inc TMO 883556102 $98.4M 0.71% 200,288 SH
45 Eli Lilly & Co. LLY 532457108 $95.8M 0.69% 104,102 SH
46 Alnylam Pharmaceuticals Inc. ALNY 02043Q107 $94.5M 0.68% 285,739 SH
47 Repligen Corporation RGEN 759916109 $94.0M 0.67% 797,867 SH
48 Shopify Inc SHOP 82509L107 $93.9M 0.67% 791,990 SH
49 IDEXX Laboratories Inc. IDXX 45168D104 $93.7M 0.67% 166,686 SH
50 Quanta Services, Inc. PWR 74762E102 $93.4M 0.67% 170,192 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-14 $13.95B 417 0000897378-26-000005
2025-12-31 2026-01-09 $14.21B 381 0000897378-26-000002