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Congress Asset Management Co /Ma Top Holdings and 13F Report (2025)

About Congress Asset Management Co /Ma

Investment Activity

  • Congress Asset Management Co /Ma has $15.03 billion in total holdings as of September 30, 2025.
  • Congress Asset Management Co /Ma owns shares of 392 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
  • Approximately 7.56% of the portfolio was purchased this quarter.
  • About 10.33% of the portfolio was sold this quarter.
  • This quarter, Congress Asset Management Co /Ma has purchased 382 new stocks and bought additional shares in 130 stocks.
  • Congress Asset Management Co /Ma sold shares of 214 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

NVIDIA
$491,822,055
Apple
$360,171,101
Microsoft
$340,862,333
Alphabet
$263,541,819
Arista Networks Inc
$261,942,290

Largest New Holdings this Quarter

876030107 - Tapestry
$77,800,697 Holding
141788109 - CarGurus
$70,856,397 Holding
G93A5A101 - Viking Holdings Ltd.
$65,040,930 Holding
67000B104 - Novanta
$59,153,297 Holding
02043Q107 - Alnylam Pharmaceuticals
$54,172,800 Holding

Largest Purchases this Quarter

Amphenol
679,617 shares (about $84.10M)
Tapestry
687,164 shares (about $77.80M)
CarGurus
1,903,207 shares (about $70.86M)
Modine Manufacturing
477,473 shares (about $67.88M)
Viking Holdings Ltd.
1,046,347 shares (about $65.04M)

Largest Sales this Quarter

e.l.f. Beauty
594,760 shares (about $78.79M)
US Foods
984,512 shares (about $75.43M)
Trade Desk
1,448,081 shares (about $70.97M)
Deckers Outdoor
695,183 shares (about $70.47M)
DexCom
1,038,862 shares (about $69.91M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCongress Asset Management Co /Ma

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$491,822,055$2,576,110 -0.5%2,635,9853.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$360,171,101$1,830,535 -0.5%1,414,4882.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$340,862,333$2,073,354 -0.6%658,0992.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$263,541,819$2,035,233 -0.8%1,084,0881.8%Computer and Technology
Arista Networks Inc
$261,942,290$3,063,407 -1.2%1,797,6961.7%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$249,447,418$1,191,898 -0.5%339,6711.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$243,396,051$11,877 0.0%737,7651.6%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$207,611,658$1,622,962 -0.8%260,7041.4%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$206,124,684$1,554,139 -0.7%222,6851.4%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$202,934,535$1,306,442 0.6%924,2361.4%Retail/Wholesale
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$199,011,620$21,163,655 -9.6%1,549,9351.3%Consumer Staples
Visa Inc. stock logo
V
Visa
$197,284,668$1,402,390 -0.7%577,9031.3%Business Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$194,486,547$1,818,107 -0.9%519,6701.3%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$179,899,562$3,335,261 1.9%1,244,6351.2%Retail/Wholesale
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$173,013,970$13,024,690 -7.0%509,3441.2%Construction
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$168,969,583$1,422,446 -0.8%1,567,2901.1%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$167,911,140$533,519 0.3%140,0521.1%Consumer Discretionary
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$164,416,466$1,707,842 -1.0%1,684,0771.1%Medical
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$163,565,610$13,312,350 -7.5%301,2591.1%Aerospace
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$162,011,710$63,529,425 -28.2%825,6221.1%Aerospace
Dynatrace, Inc. stock logo
DT
Dynatrace
$161,407,391$10,300,809 6.8%3,331,4221.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$160,661,925$1,339,010 -0.8%174,5791.1%Computer and Technology
Cintas Corporation stock logo
CTAS
Cintas
$158,891,041$1,317,565 -0.8%774,0961.1%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$158,526,990$945,309 -0.6%391,2411.1%Retail/Wholesale
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$156,337,306$3,699,914 2.4%1,102,7531.0%Computer and Technology
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$154,103,447$1,125,680 -0.7%244,5001.0%Construction
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$143,915,761$1,005,306 -0.7%189,8251.0%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$142,883,781$1,758,062 1.2%319,4861.0%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$140,544,627$4,509,167 -3.1%1,434,5680.9%Computer and Technology
Rambus, Inc. stock logo
RMBS
Rambus
$140,376,677$7,320,988 5.5%1,347,1850.9%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$134,385,937$1,735,726 -1.3%490,7100.9%Basic Materials
Synopsys, Inc. stock logo
SNPS
Synopsys
$133,221,269$1,900,539 -1.4%270,0120.9%Computer and Technology
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$131,661,514$10,602,746 -7.5%272,5060.9%Computer and Technology
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$131,007,516$23,647,775 -15.3%201,6930.9%Construction
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$123,651,452$774,970 -0.6%399,2100.8%Finance
nVent Electric PLC stock logo
NVT
nVent Electric
$122,450,150$14,092,010 -10.3%1,241,3840.8%Computer and Technology
InterDigital, Inc. stock logo
IDCC
InterDigital
$121,871,978$3,198,554 2.7%353,0170.8%Computer and Technology
Shopify Inc
$121,590,770$643,333 0.5%818,1870.8%COM
Amphenol Corporation stock logo
APH
Amphenol
$119,811,398$84,102,596 235.5%968,1730.8%Computer and Technology
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$119,032,460$731,313 -0.6%1,878,9650.8%Energy
Ligand Pharmaceuticals Incorporated stock logo
LGND
Ligand Pharmaceuticals
$118,207,471$3,431,202 3.0%667,3110.8%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$114,200,185$19,403,235 20.5%249,7330.8%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$113,439,467$770,090 -0.7%557,1140.8%Computer and Technology
CommVault Systems, Inc. stock logo
CVLT
CommVault Systems
$112,701,282$4,929,046 4.6%596,9980.7%Computer and Technology
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$110,306,965$17,581,559 -13.7%639,0900.7%Finance
TKO Group Holdings Inc.
$110,084,100$19,004,427 20.9%545,0790.7%COM
Primoris Services Co. stock logo
PRIM
Primoris Services
$109,347,102$9,476 0.0%796,2360.7%Construction
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$109,266,515$1,494,153 1.4%346,9990.7%Aerospace
Penumbra, Inc. stock logo
PEN
Penumbra
$108,717,851$6,466,500 -5.6%429,1720.7%Medical
Moody's Corporation stock logo
MCO
Moody's
$105,766,738$1,164,995 -1.1%221,9750.7%Finance
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$105,355,330$29,253,712 -21.7%1,436,5330.7%Medical
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$104,954,341$12,116,579 -10.3%1,252,2890.7%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$104,857,105$1,741,674 1.7%588,6220.7%Finance
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$99,678,580$15,556,970 -13.5%108,2710.7%Computer and Technology
Crane stock logo
CR
Crane
$94,617,605$14,958,801 -13.7%513,8350.6%Industrials
PJT Partners Inc. stock logo
PJT
PJT Partners
$94,441,846$4,839,945 5.4%531,3780.6%Finance
Garmin Ltd. stock logo
GRMN
Garmin
$92,931,020$11,099,100 -10.7%377,4310.6%Computer and Technology
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$92,813,640$16,722,805 22.0%560,0630.6%Retail/Wholesale
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$91,529,815$43,029,890 -32.0%161,9080.6%Retail/Wholesale
Nova Ltd. stock logo
NVMI
Nova
$91,447,054$2,377,631 2.7%286,0760.6%Computer and Technology
Calix, Inc stock logo
CALX
Calix
$89,796,707$2,777,483 3.2%1,463,2020.6%Computer and Technology
Heico Corporation stock logo
HEI
Heico
$87,963,067$11,613,141 -11.7%272,4830.6%Aerospace
Cloudflare, Inc. stock logo
NET
Cloudflare
$86,215,395$6,144,141 -6.7%401,7680.6%Computer and Technology
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$81,531,112$14,178,684 -14.8%354,6990.5%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$81,286,621$61,786,866 316.9%196,1450.5%Construction
Enpro Inc. stock logo
NPO
Enpro
$79,225,956$2,032,194 2.6%350,5570.5%Business Services
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$79,115,732$12,846,394 -14.0%95,8770.5%Construction
Encompass Health Corporation stock logo
EHC
Encompass Health
$78,675,005$17,334,538 -18.1%619,3910.5%Medical
Crane NXT, Co. stock logo
CXT
Crane NXT
$78,281,433$3,267,316 4.4%1,167,1600.5%Business Services
Tapestry, Inc. stock logo
TPR
Tapestry
$77,800,697$77,800,697 New Holding687,1640.5%Retail/Wholesale
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$77,056,694$12,885,900 -14.3%375,3000.5%Finance
Fastenal Company stock logo
FAST
Fastenal
$75,999,688$10,092,235 -11.7%1,549,7490.5%Retail/Wholesale
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$74,986,557$67,877,562 954.8%527,4800.5%Auto/Tires/Trucks
Interface, Inc. stock logo
TILE
Interface
$73,634,387$2,050,110 2.9%2,544,3810.5%Consumer Discretionary
Moog Inc. stock logo
MOG.A
Moog
$72,939,145$1,000,762 -1.4%351,2260.5%Aerospace
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$72,697,027$6,117,541 -7.8%149,8850.5%Medical
Ameris Bancorp stock logo
ABCB
Ameris Bancorp
$71,087,227$1,952,905 2.8%969,6800.5%Finance
CarGurus, Inc. stock logo
CARG
CarGurus
$70,856,397$70,856,397 New Holding1,903,2070.5%Auto/Tires/Trucks
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$70,615,706$8,169,693 13.1%1,338,1790.5%Computer and Technology
Champion Homes, Inc. stock logo
SKY
Champion Homes
$70,525,022$14,327,852 25.5%923,4650.5%Construction
Stride, Inc. stock logo
LRN
Stride
$69,342,592$18,042,741 -20.6%465,5740.5%Consumer Discretionary
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$67,582,100$6,818,444 11.2%2,076,2550.4%Consumer Discretionary
Sensient Technologies Corporation stock logo
SXT
Sensient Technologies
$67,256,516$2,806,211 4.4%716,6380.4%Basic Materials
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$66,743,674$16,254,486 -19.6%708,3060.4%Computer and Technology
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$66,509,514$1,153,888 1.8%333,2140.4%Industrials
Atlantic Union Bankshares Co. stock logo
AUB
Atlantic Union Bankshares
$66,245,962$60,345,015 1,022.6%1,877,1880.4%Finance
John Bean Technologies Co. stock logo
JBT
John Bean Technologies
$65,587,123$3,087,796 4.9%466,9780.4%Industrials
Palantir Technologies Inc
$65,247,803$53,025,663 433.8%357,6790.4%COM
Viking Holdings Ltd.
$65,040,930$65,040,930 New Holding1,046,3470.4%COM
Pinterest, Inc. stock logo
PINS
Pinterest
$64,429,851$9,595,249 -13.0%2,002,7930.4%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$63,005,065$10,624,798 -14.4%160,8750.4%Medical
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$62,808,085$16,021,306 -20.3%669,6670.4%Finance
Box, Inc. stock logo
BOX
BOX
$62,594,571$1,709,148 2.8%1,939,7140.4%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$61,373,306$3,111,699 5.3%1,079,1860.4%Retail/Wholesale
Federal Signal Corporation stock logo
FSS
Federal Signal
$61,029,540$2,948,574 5.1%512,8960.4%Multi-Sector Conglomerates
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$60,580,220$1,601,259 2.7%692,2660.4%Medical
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$60,256,039$54,738,002 992.0%413,8180.4%Computer and Technology
Integer Holdings Corporation stock logo
ITGR
Integer
$59,754,396$4,906,108 8.9%578,2870.4%Medical
Novanta Inc. stock logo
NOVT
Novanta
$59,153,297$59,153,297 New Holding590,6470.4%Computer and Technology
Knife River Corporation stock logo
KNF
Knife River
$58,913,399$1,670,846 2.9%766,4030.4%Construction

Showing largest 100 holdings. View all holdings.
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