Congress Asset Management Co /Ma Top Holdings and 13F Report (2025) About Congress Asset Management Co /MaInvestment ActivityCongress 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 $418,640,707Microsoft $329,335,923Apple $291,685,402Meta Platforms $251,905,438Ollie's Bargain Outlet $225,971,205 Largest New Holdings this Quarter 29261A100 - Encompass Health $92,691,357 Holding95040Q104 - Welltower $88,985,842 Holding620076307 - Motorola Solutions $87,162,199 Holding18915M107 - Cloudflare $84,285,232 Holding72352L106 - 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 TimeMap of 500 Largest Holdings ofCongress Asset Management Co /Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$418,640,707$3,280,031 ▼-0.8%2,649,7922.9%Computer and TechnologyMSFTMicrosoft$329,335,923$1,318,633 ▲0.4%662,1022.3%Computer and TechnologyAAPLApple$291,685,402$4,308,774 ▼-1.5%1,421,6772.0%Computer and TechnologyMETAMeta Platforms$251,905,438$2,835,001 ▼-1.1%341,2941.7%Computer and TechnologyOLLIOllie's Bargain Outlet$225,971,205$14,956,635 ▼-6.2%1,714,7611.5%Consumer StaplesCOSTCostco Wholesale$222,107,119$17,088,361 ▼-7.1%224,3641.5%Retail/WholesaleHWMHowmet Aerospace$213,932,625$25,783,846 ▼-10.8%1,149,3721.5%AerospaceVVisa$206,643,099$1,932,183 ▼-0.9%582,0111.4%Business ServicesAVGOBroadcom$203,354,977$40,280,179 ▲24.7%737,7291.4%Computer and TechnologyAMZNAmazon.com$201,462,695$1,548,235 ▼-0.8%918,2861.4%Retail/WholesaleGOOGLAlphabet$192,524,145$1,083,109 ▼-0.6%1,092,4601.3%Computer and TechnologyETNEaton$187,251,280$884,621 ▼-0.5%524,5281.3%IndustrialsNFLXNetflix$186,951,922$1,560,086 ▲0.8%139,6071.3%Consumer DiscretionaryArista Networks Inc$186,073,231$979,618 ▼-0.5%1,818,7201.3%COMGSThe Goldman Sachs Group$185,955,581$1,854,304 ▼-1.0%262,7421.3%FinanceBSXBoston Scientific$182,765,586$1,853,681 ▼-1.0%1,701,5701.3%MedicalNOWServiceNow$180,977,219$1,156,591 ▼-0.6%176,0341.2%Computer and TechnologyCTASCintas$173,953,272$5,339,739 ▼-3.0%780,5151.2%Business ServicesDTDynatrace$172,189,776$59,760,022 ▲53.2%3,118,8151.2%Computer and TechnologyISRGIntuitive Surgical$171,475,813$1,547,089 ▲0.9%315,5551.2%MedicalCWCurtiss-Wright$159,158,889$40,916,075 ▼-20.5%325,7781.1%AerospaceTJXTJX Companies$150,850,452$1,147,469 ▼-0.8%1,221,5601.0%Retail/WholesaleHDHome Depot$144,299,902$982,595 ▼-0.7%393,5741.0%Retail/WholesaleORLYO'Reilly Automotive$142,449,063$132,857,786 ▲1,385.2%1,580,4841.0%Retail/WholesaleSNPSSynopsys$140,404,395$1,589,818 ▼-1.1%273,8641.0%Computer and TechnologyUBERUber Technologies$138,139,420$10,855,268 ▲8.5%1,480,5940.9%Computer and TechnologyMLMMartin Marietta Materials$135,201,231$4,206,683 ▼-3.0%246,2860.9%ConstructionECLEcolab$133,924,621$494,422 ▼-0.4%497,0480.9%Basic MaterialsPHParker-Hannifin$133,513,474$319,201 ▼-0.2%191,1510.9%IndustrialsDELLDell Technologies$131,997,874$25,925,481 ▲24.4%1,076,6550.9%Computer and TechnologyAJGArthur J. Gallagher & Co.$128,596,132$17,883,516 ▼-12.2%401,7120.9%FinanceEMEEMCOR Group$127,357,263$25,454,871 ▼-16.7%238,1000.9%ConstructionSTRLSterling Infrastructure$126,368,052$3,574,008 ▲2.9%547,6880.9%ConstructionCASYCasey's General Stores$121,456,302$17,936,471 ▼-12.9%238,0240.8%Retail/WholesaleCYBRCyberArk Software$119,806,425$15,591,261 ▼-11.5%294,4510.8%Computer and TechnologyWMBWilliams Companies$118,742,891$284,592 ▲0.2%1,890,5090.8%EnergyELFe.l.f. Beauty$118,380,942$1,535,466 ▲1.3%951,3090.8%Consumer StaplesPENPenumbra$116,689,404$23,502,689 ▼-16.8%454,6990.8%MedicalPANWPalo Alto Networks$114,781,671$1,463,175 ▼-1.3%560,8960.8%Computer and TechnologyRJFRaymond James Financial$113,640,018$17,184,964 ▼-13.1%740,9530.8%FinanceCRCrane$112,998,088$19,692,552 ▼-14.8%595,0710.8%IndustrialsMCOMoody's$112,566,997$547,737 ▼-0.5%224,4200.8%FinanceCMGChipotle Mexican Grill$107,031,389$8,884,334 ▲9.1%1,906,1690.7%Retail/WholesaleTTDTrade Desk$104,798,987$1,607,248 ▼-1.5%1,455,7440.7%Computer and TechnologyNVTnVent Electric$101,396,092$7,896,936 ▼-7.2%1,384,2470.7%Computer and TechnologyHEIHeico$101,173,949$79,462,634 ▲366.0%308,4570.7%AerospaceBMIBadger Meter$99,709,007$2,074,969 ▲2.1%407,0590.7%Computer and TechnologyCVLTCommVault Systems$99,522,905$1,821,051 ▲1.9%570,8880.7%Computer and TechnologyGWREGuidewire Software$98,037,377$9,349,484 ▼-8.7%416,3830.7%Computer and TechnologySFMSprouts Farmers Market$97,622,465$12,985,486 ▼-11.7%592,9450.7%Retail/WholesaleAVAVAeroVironment$97,525,277$6,001,617 ▼-5.8%342,2540.7%AerospaceHALOHalozyme Therapeutics$95,478,080$15,465,338 ▼-13.9%1,835,4110.7%MedicalSHOPShopify$93,878,520$7,574,227 ▲8.8%813,8580.6%Computer and TechnologyBROBrown & Brown$93,184,868$29,960,721 ▼-24.3%840,4880.6%FinanceEHCEncompass Health$92,691,357$92,691,357 ▲New Holding755,8620.6%MedicalDXCMDexCom$91,838,682$9,395,634 ▼-9.3%1,052,1100.6%MedicalMPWRMonolithic Power Systems$91,546,005$1,835,030 ▲2.0%125,1690.6%Computer and TechnologyDSGXThe Descartes Systems Group$89,529,326$16,385,581 ▼-15.5%880,8040.6%Computer and TechnologyFICOFair Isaac$89,164,233$64,475,805 ▲261.2%48,7780.6%Computer and TechnologyWELLWelltower$88,985,842$88,985,842 ▲New Holding578,8450.6%FinanceGRMNGarmin$88,186,054$3,925,813 ▼-4.3%422,5090.6%Computer and TechnologyMSIMotorola Solutions$87,162,199$87,162,199 ▲New Holding207,3020.6%Computer and TechnologyLRNStride$85,185,151$84,650,561 ▼-49.8%586,7150.6%Consumer DiscretionaryNETCloudflare$84,285,232$84,285,232 ▲New Holding430,4000.6%Computer and TechnologyVRTXVertex Pharmaceuticals$83,699,363$190,546 ▲0.2%188,0040.6%MedicalPJTPJT Partners$83,189,088$3,064,399 ▲3.8%504,1460.6%FinancePINSPinterest$82,516,012$82,516,012 ▲New Holding2,301,0600.6%Computer and TechnologyTKO Group Holdings Inc.$82,055,629$82,055,629 ▲New Holding450,9790.6%COMRMBSRambus$81,748,803$4,952,715 ▲6.4%1,276,9260.6%Computer and TechnologyPBHPrestige Consumer Healthcare$80,616,161$1,438,498 ▲1.8%1,009,5950.6%MedicalPSTGPure Storage$80,431,256$14,282,201 ▼-15.1%1,396,8610.6%Computer and TechnologyATRAptarGroup$80,175,301$11,561,283 ▼-12.6%512,5310.5%IndustrialsUFPTUFP Technologies$79,946,041$4,404,158 ▲5.8%327,4330.5%IndustrialsHLIHoulihan Lokey$78,828,812$11,892,703 ▼-13.1%438,0600.5%FinanceTXRHTexas Roadhouse$77,860,400$9,412,477 ▼-10.8%415,4550.5%Retail/WholesaleUSFDUS Foods$77,245,497$50,037,017 ▼-39.3%1,003,0580.5%Consumer StaplesIDCCInterDigital$77,079,402$1,042,892 ▲1.4%343,7520.5%Computer and TechnologyNVMINova$76,681,178$1,034,477 ▲1.4%278,6380.5%Computer and TechnologyCALXCalix$75,420,441$2,098,186 ▲2.9%1,417,9440.5%Computer and TechnologyVCELVericel$74,135,886$11,301,535 ▲18.0%1,742,3240.5%MedicalGDDYGoDaddy$73,795,430$9,004,801 ▼-10.9%409,8380.5%Computer and TechnologyFASTFastenal$73,732,892$73,732,892 ▲New Holding1,755,5450.5%Retail/WholesaleDECKDeckers Outdoor$73,718,550$1,474,519 ▲2.0%715,2280.5%Retail/WholesaleLGNDLigand Pharmaceuticals$73,657,933$594,433 ▲0.8%647,9410.5%MedicalThe Cooper Companies, Inc.$70,657,091$6,769,378 ▼-8.7%992,9330.5%COMBOOTBoot Barn$69,791,256$224,656 ▲0.3%459,1530.5%Retail/WholesaleBAHBooz Allen Hamilton$68,601,963$8,991,830 ▼-11.6%658,8110.5%Business ServicesSXTSensient Technologies$67,657,332$1,495,632 ▲2.3%686,7370.5%Basic MaterialsTMOThermo Fisher Scientific$65,886,604$2,129,076 ▼-3.1%162,4980.5%MedicalNPOEnpro$65,426,784$536,532 ▲0.8%341,5650.4%Business ServicesITGRInteger$65,273,337$1,002,328 ▲1.6%530,8070.4%MedicalBOXBOX$64,470,248$1,390,070 ▲2.2%1,886,7500.4%Computer and TechnologyMOG.AMoog$64,433,456$2,107,033 ▲3.4%356,0450.4%AerospaceMKTXMarketAxess$63,936,825$12,386,872 ▼-16.2%286,2760.4%FinanceCAVACAVA Group$63,340,455$63,134,091 ▲30,593.6%751,9940.4%Retail/WholesaleUTIUniversal Technical Institute$63,265,140$63,265,140 ▲New Holding1,866,7790.4%Consumer DiscretionaryPRIMPrimoris Services$62,064,041$2,374,209 ▲4.0%796,3050.4%ConstructionABCBAmeris Bancorp$61,014,721$617,755 ▲1.0%943,0410.4%FinanceKNFKnife River$60,794,614$884,569 ▲1.5%744,6670.4%ConstructionCXTCrane NXT$60,284,196$17,357,582 ▲40.4%1,118,4450.4%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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