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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 $14.58 billion in total holdings as of June 30, 2025.
  • Congress Asset Management Co /Ma owns shares of 382 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
  • Approximately 10.35% of the portfolio was purchased this quarter.
  • About 12.55% of the portfolio was sold this quarter.
  • This quarter, Congress Asset Management Co /Ma has purchased 365 new stocks and bought additional shares in 113 stocks.
  • Congress Asset Management Co /Ma sold shares of 212 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

NVIDIA
$418,640,707
Microsoft
$329,335,923
Apple
$291,685,402
Meta Platforms
$251,905,438

Largest New Holdings this Quarter

29261A100 - Encompass Health
$92,691,357 Holding
95040Q104 - Welltower
$88,985,842 Holding
620076307 - Motorola Solutions
$87,162,199 Holding
18915M107 - Cloudflare
$84,285,232 Holding
72352L106 - Pinterest
$82,516,012 Holding

Largest Purchases this Quarter

O'Reilly Automotive
1,474,068 shares (about $132.86M)
Encompass Health
755,862 shares (about $92.69M)
Welltower
578,845 shares (about $88.99M)
Motorola Solutions
207,302 shares (about $87.16M)
Cloudflare
430,400 shares (about $84.29M)

Largest Sales this Quarter

Eli Lilly and Company
180,874 shares (about $141.00M)
ResMed
484,773 shares (about $125.08M)
Teledyne Technologies
208,838 shares (about $106.99M)
Baker Hughes
2,482,700 shares (about $95.19M)
Copart
1,824,004 shares (about $89.50M)

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
$418,640,707$3,280,031 -0.8%2,649,7922.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$329,335,923$1,318,633 0.4%662,1022.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$291,685,402$4,308,774 -1.5%1,421,6772.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$251,905,438$2,835,001 -1.1%341,2941.7%Computer and Technology
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$225,971,205$14,956,635 -6.2%1,714,7611.5%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$222,107,119$17,088,361 -7.1%224,3641.5%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$213,932,625$25,783,846 -10.8%1,149,3721.5%Aerospace
Visa Inc. stock logo
V
Visa
$206,643,099$1,932,183 -0.9%582,0111.4%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$203,354,977$40,280,179 24.7%737,7291.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$201,462,695$1,548,235 -0.8%918,2861.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$192,524,145$1,083,109 -0.6%1,092,4601.3%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$187,251,280$884,621 -0.5%524,5281.3%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$186,951,922$1,560,086 0.8%139,6071.3%Consumer Discretionary
Arista Networks Inc
$186,073,231$979,618 -0.5%1,818,7201.3%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$185,955,581$1,854,304 -1.0%262,7421.3%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$182,765,586$1,853,681 -1.0%1,701,5701.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$180,977,219$1,156,591 -0.6%176,0341.2%Computer and Technology
Cintas Corporation stock logo
CTAS
Cintas
$173,953,272$5,339,739 -3.0%780,5151.2%Business Services
Dynatrace, Inc. stock logo
DT
Dynatrace
$172,189,776$59,760,022 53.2%3,118,8151.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$171,475,813$1,547,089 0.9%315,5551.2%Medical
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$159,158,889$40,916,075 -20.5%325,7781.1%Aerospace
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$150,850,452$1,147,469 -0.8%1,221,5601.0%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$144,299,902$982,595 -0.7%393,5741.0%Retail/Wholesale
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$142,449,063$132,857,786 1,385.2%1,580,4841.0%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$140,404,395$1,589,818 -1.1%273,8641.0%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$138,139,420$10,855,268 8.5%1,480,5940.9%Computer and Technology
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$135,201,231$4,206,683 -3.0%246,2860.9%Construction
Ecolab Inc. stock logo
ECL
Ecolab
$133,924,621$494,422 -0.4%497,0480.9%Basic Materials
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$133,513,474$319,201 -0.2%191,1510.9%Industrials
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$131,997,874$25,925,481 24.4%1,076,6550.9%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$128,596,132$17,883,516 -12.2%401,7120.9%Finance
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$127,357,263$25,454,871 -16.7%238,1000.9%Construction
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$126,368,052$3,574,008 2.9%547,6880.9%Construction
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$121,456,302$17,936,471 -12.9%238,0240.8%Retail/Wholesale
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$119,806,425$15,591,261 -11.5%294,4510.8%Computer and Technology
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$118,742,891$284,592 0.2%1,890,5090.8%Energy
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$118,380,942$1,535,466 1.3%951,3090.8%Consumer Staples
Penumbra, Inc. stock logo
PEN
Penumbra
$116,689,404$23,502,689 -16.8%454,6990.8%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$114,781,671$1,463,175 -1.3%560,8960.8%Computer and Technology
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$113,640,018$17,184,964 -13.1%740,9530.8%Finance
Crane stock logo
CR
Crane
$112,998,088$19,692,552 -14.8%595,0710.8%Industrials
Moody's Corporation stock logo
MCO
Moody's
$112,566,997$547,737 -0.5%224,4200.8%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$107,031,389$8,884,334 9.1%1,906,1690.7%Retail/Wholesale
The Trade Desk stock logo
TTD
Trade Desk
$104,798,987$1,607,248 -1.5%1,455,7440.7%Computer and Technology
nVent Electric PLC stock logo
NVT
nVent Electric
$101,396,092$7,896,936 -7.2%1,384,2470.7%Computer and Technology
Heico Corporation stock logo
HEI
Heico
$101,173,949$79,462,634 366.0%308,4570.7%Aerospace
Badger Meter, Inc. stock logo
BMI
Badger Meter
$99,709,007$2,074,969 2.1%407,0590.7%Computer and Technology
CommVault Systems, Inc. stock logo
CVLT
CommVault Systems
$99,522,905$1,821,051 1.9%570,8880.7%Computer and Technology
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$98,037,377$9,349,484 -8.7%416,3830.7%Computer and Technology
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$97,622,465$12,985,486 -11.7%592,9450.7%Retail/Wholesale
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$97,525,277$6,001,617 -5.8%342,2540.7%Aerospace
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$95,478,080$15,465,338 -13.9%1,835,4110.7%Medical
Shopify Inc. stock logo
SHOP
Shopify
$93,878,520$7,574,227 8.8%813,8580.6%Computer and Technology
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$93,184,868$29,960,721 -24.3%840,4880.6%Finance
Encompass Health Corporation stock logo
EHC
Encompass Health
$92,691,357$92,691,357 New Holding755,8620.6%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$91,838,682$9,395,634 -9.3%1,052,1100.6%Medical
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$91,546,005$1,835,030 2.0%125,1690.6%Computer and Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$89,529,326$16,385,581 -15.5%880,8040.6%Computer and Technology
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$89,164,233$64,475,805 261.2%48,7780.6%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$88,985,842$88,985,842 New Holding578,8450.6%Finance
Garmin Ltd. stock logo
GRMN
Garmin
$88,186,054$3,925,813 -4.3%422,5090.6%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$87,162,199$87,162,199 New Holding207,3020.6%Computer and Technology
Stride, Inc. stock logo
LRN
Stride
$85,185,151$84,650,561 -49.8%586,7150.6%Consumer Discretionary
Cloudflare, Inc. stock logo
NET
Cloudflare
$84,285,232$84,285,232 New Holding430,4000.6%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$83,699,363$190,546 0.2%188,0040.6%Medical
PJT Partners Inc. stock logo
PJT
PJT Partners
$83,189,088$3,064,399 3.8%504,1460.6%Finance
Pinterest, Inc. stock logo
PINS
Pinterest
$82,516,012$82,516,012 New Holding2,301,0600.6%Computer and Technology
TKO Group Holdings Inc.
$82,055,629$82,055,629 New Holding450,9790.6%COM
Rambus, Inc. stock logo
RMBS
Rambus
$81,748,803$4,952,715 6.4%1,276,9260.6%Computer and Technology
Prestige Consumer Healthcare Inc. stock logo
PBH
Prestige Consumer Healthcare
$80,616,161$1,438,498 1.8%1,009,5950.6%Medical
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$80,431,256$14,282,201 -15.1%1,396,8610.6%Computer and Technology
AptarGroup, Inc. stock logo
ATR
AptarGroup
$80,175,301$11,561,283 -12.6%512,5310.5%Industrials
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$79,946,041$4,404,158 5.8%327,4330.5%Industrials
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$78,828,812$11,892,703 -13.1%438,0600.5%Finance
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$77,860,400$9,412,477 -10.8%415,4550.5%Retail/Wholesale
US Foods Holding Corp. stock logo
USFD
US Foods
$77,245,497$50,037,017 -39.3%1,003,0580.5%Consumer Staples
InterDigital, Inc. stock logo
IDCC
InterDigital
$77,079,402$1,042,892 1.4%343,7520.5%Computer and Technology
Nova Ltd. stock logo
NVMI
Nova
$76,681,178$1,034,477 1.4%278,6380.5%Computer and Technology
Calix, Inc stock logo
CALX
Calix
$75,420,441$2,098,186 2.9%1,417,9440.5%Computer and Technology
Vericel Corporation stock logo
VCEL
Vericel
$74,135,886$11,301,535 18.0%1,742,3240.5%Medical
GoDaddy Inc. stock logo
GDDY
GoDaddy
$73,795,430$9,004,801 -10.9%409,8380.5%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$73,732,892$73,732,892 New Holding1,755,5450.5%Retail/Wholesale
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$73,718,550$1,474,519 2.0%715,2280.5%Retail/Wholesale
Ligand Pharmaceuticals Incorporated stock logo
LGND
Ligand Pharmaceuticals
$73,657,933$594,433 0.8%647,9410.5%Medical
The Cooper Companies, Inc.
$70,657,091$6,769,378 -8.7%992,9330.5%COM
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$69,791,256$224,656 0.3%459,1530.5%Retail/Wholesale
Booz Allen Hamilton Holding Corporation stock logo
BAH
Booz Allen Hamilton
$68,601,963$8,991,830 -11.6%658,8110.5%Business Services
Sensient Technologies Corporation stock logo
SXT
Sensient Technologies
$67,657,332$1,495,632 2.3%686,7370.5%Basic Materials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$65,886,604$2,129,076 -3.1%162,4980.5%Medical
Enpro Inc. stock logo
NPO
Enpro
$65,426,784$536,532 0.8%341,5650.4%Business Services
Integer Holdings Corporation stock logo
ITGR
Integer
$65,273,337$1,002,328 1.6%530,8070.4%Medical
Box, Inc. stock logo
BOX
BOX
$64,470,248$1,390,070 2.2%1,886,7500.4%Computer and Technology
Moog Inc. stock logo
MOG.A
Moog
$64,433,456$2,107,033 3.4%356,0450.4%Aerospace
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$63,936,825$12,386,872 -16.2%286,2760.4%Finance
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$63,340,455$63,134,091 30,593.6%751,9940.4%Retail/Wholesale
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$63,265,140$63,265,140 New Holding1,866,7790.4%Consumer Discretionary
Primoris Services Co. stock logo
PRIM
Primoris Services
$62,064,041$2,374,209 4.0%796,3050.4%Construction
Ameris Bancorp stock logo
ABCB
Ameris Bancorp
$61,014,721$617,755 1.0%943,0410.4%Finance
Knife River Corporation stock logo
KNF
Knife River
$60,794,614$884,569 1.5%744,6670.4%Construction
Crane NXT, Co. stock logo
CXT
Crane NXT
$60,284,196$17,357,582 40.4%1,118,4450.4%Business Services

Showing largest 100 holdings. View all holdings.
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