Congress Asset Management Co /Ma Top Holdings and 13F Report (2026) About Congress Asset Management Co /MaInvestment ActivityCongress Asset Management Co /Ma has $15.43 billion in total holdings as of September 30, 2026.Congress Asset Management Co /Ma owns shares of 406 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 11.39% of the portfolio was purchased this quarter.About 12.88% of the portfolio was sold this quarter.This quarter, Congress Asset Management Co /Ma has purchased 376 new stocks and bought additional shares in 166 stocks.Congress Asset Management Co /Ma sold shares of 170 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $587,262,985Apple $530,892,823Alphabet $425,005,995Microsoft $410,952,732Broadcom $288,331,490 Largest New Holdings this Quarter 22788C105 - CrowdStrike $93,021,633 Holding92337F107 - Veracyte $89,971,276 Holding18467V109 - CLEAR Secure $78,843,218 HoldingG5960L103 - Medtronic $76,201,059 Holding55024U109 - Lumentum $69,072,126 Holding Largest Purchases this Quarter Halozyme Therapeutics 1,052,509 shares (about $116.20M)CrowdStrike 351,357 shares (about $93.02M)Veracyte 1,954,198 shares (about $89.97M)CLEAR Secure 1,879,457 shares (about $78.84M)Amphenol 926,662 shares (about $78.12M) Largest Sales this Quarter Modine Manufacturing 623,785 shares (about $116.77M)Intuitive Surgical 267,849 shares (about $108.92M)O'Reilly Automotive 1,198,825 shares (about $102.39M)TKO Group Holdings Inc. 545,606 shares (about $98.06M)Uber Technologies 1,337,535 shares (about $91.63M) 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$587,262,985$12,907,581 ▼-2.2%2,571,4293.8%TechnologyAAPLApple$530,892,823$5,184,788 ▼-1.0%1,594,1773.4%TechnologyGOOGLAlphabet$425,005,995$73,978,594 ▲21.1%1,235,1952.8%Communication ServicesMSFTMicrosoft$410,952,732$7,226,245 ▼-1.7%801,2342.7%TechnologyAVGOBroadcom$288,331,490$29,045,865 ▲11.2%821,0131.9%TechnologyHALOHalozyme Therapeutics$251,890,296$116,196,994 ▲85.6%2,281,6151.6%HealthcareArista Networks Inc$213,660,893$25,884,218 ▼-10.8%1,049,4671.4%COMLGNDLigand Pharmaceuticals$205,713,138$423,261 ▼-0.2%658,5561.3%HealthcareMETAMeta Platforms$203,699,123$8,200,323 ▼-3.9%280,8951.3%Communication ServicesRGENRepligen$196,248,953$1,668,749 ▲0.9%1,020,9071.3%HealthcareVVisa$187,649,117$50,773,373 ▼-21.3%522,2191.2%FinanceAMZNAmazon.com$184,632,402$1,795,375 ▲1.0%741,0491.2%Consumer DiscretionaryCOSTCostco Wholesale$183,018,668$7,107,035 ▼-3.7%201,0441.2%Consumer StaplesAPHAmphenol$181,032,831$78,117,613 ▲75.9%2,147,4831.2%TechnologyMDBMongoDB$175,122,765$3,096,004 ▼-1.7%502,3461.1%TechnologyUFPTUFP Technologies$171,790,511$32,255,133 ▼-15.8%578,7701.1%HealthcareETNEaton$169,299,620$8,203,589 ▼-4.6%393,9861.1%IndustrialsASMLASML$162,230,971$2,324,366 ▲1.5%89,5481.1%TechnologyWELLWelltower$160,427,293$5,714,095 ▼-3.4%696,7831.0%Real EstateMOG.AMoog$154,030,514$970,079 ▼-0.6%403,7811.0%IndustrialsGE Vernova Inc.$150,488,754$32,643,536 ▼-17.8%158,3281.0%COMIDCCInterDigital$149,357,193$11,940,672 ▲8.7%458,0531.0%TechnologyTGTXTG Therapeutics$145,391,462$356,602 ▲0.2%2,606,5160.9%HealthcareLLYEli Lilly and Company$144,073,189$1,682,401 ▲1.2%124,5140.9%HealthcarePHParker-Hannifin$139,629,470$6,417,538 ▼-4.4%146,1450.9%IndustrialsNOVTNovanta$139,323,734$863,804 ▲0.6%979,8420.9%TechnologyIMAXIMAX$139,288,229$244,737 ▲0.2%2,541,7560.9%Communication ServicesFROGJFrog$137,826,009$17,303,202 ▲14.4%1,420,3010.9%TechnologyHWMHowmet Aerospace$134,928,640$5,855,576 ▼-4.2%596,5540.9%IndustrialsNPOEnpro$131,993,101$651,721 ▼-0.5%430,9840.9%IndustrialsEATBrinker International$130,009,003$2,626,396 ▼-2.0%671,7770.8%Consumer DiscretionaryIBKRInteractive Brokers Group$128,338,006$2,161,468 ▼-1.7%1,502,4350.8%FinanceGSThe Goldman Sachs Group$126,681,229$37,267,606 ▼-22.7%140,7010.8%FinanceMUMicron Technology$126,173,254$62,758,572 ▲99.0%118,4600.8%TechnologyTJXTJX Companies$124,786,265$2,470,623 ▲2.0%943,1360.8%Consumer DiscretionarySXTSensient Technologies$121,841,378$227,453 ▲0.2%932,0790.8%MaterialsECLEcolab$119,366,178$5,557,771 ▼-4.4%434,7230.8%MaterialsCVLTCommVault Systems$117,487,357$20,898,698 ▼-15.1%783,6670.8%TechnologyLIVNLivaNova$114,964,353$42,687 ▲0.0%1,502,8020.7%HealthcareWMBWilliams Companies$114,086,077$4,718,409 ▼-4.0%1,678,4770.7%EnergyArm Holdings PLC$112,714,237$5,770,896 ▼-4.9%389,1260.7%COMMMSIMerit Medical Systems$108,708,005$6,582,626 ▲6.4%1,260,6750.7%HealthcareShopify Inc$108,383,952$5,006,308 ▼-4.4%730,8430.7%COMSKYChampion Homes$104,773,135$822,463 ▲0.8%1,222,5570.7%Consumer DiscretionaryHLTHilton Worldwide$104,568,570$5,262,976 ▼-4.8%328,7080.7%Consumer DiscretionaryPJTPJT Partners$103,975,607$728,677 ▲0.7%728,5800.7%FinanceVCELVericel$102,439,929$14,620,152 ▼-12.5%2,552,0660.7%HealthcareNVTnVent Electric$100,430,537$57,353,414 ▼-36.3%626,2430.7%IndustrialsMPWRMonolithic Power Systems$100,207,812$8,142,617 ▼-7.5%74,3810.6%TechnologyKEXKirby$99,894,244$7,529,944 ▲8.2%761,0990.6%IndustrialsFSSFederal Signal$99,140,020$18,691,165 ▲23.2%894,8460.6%IndustrialsBOOTBoot Barn$96,937,270$848,109 ▲0.9%804,6590.6%Consumer DiscretionaryAtlantic Union Bankshares Corp$96,077,699$1,158,537 ▲1.2%2,531,6920.6%COMAmeris Bancorp$95,653,699$844,423 ▲0.9%1,202,8890.6%COMPalantir Technologies Inc$94,774,026$1,180,845 ▼-1.2%506,6780.6%COMTXNTexas Instruments$93,981,475$19,695,385 ▲26.5%335,5400.6%TechnologyCRWDCrowdStrike$93,021,633$93,021,633 ▲New Holding351,3570.6%TechnologyIDXXIDEXX Laboratories$91,692,125$7,624,474 ▼-7.7%175,5920.6%HealthcareVCYTVeracyte$89,971,276$89,971,276 ▲New Holding1,954,1980.6%HealthcareMCOMoody's$88,584,555$4,659,381 ▼-5.0%195,0640.6%FinanceCSW Industrials Inc.$86,879,234$309,398 ▲0.4%301,5800.6%COMPWRQuanta Services$86,500,911$18,443,847 ▼-17.6%134,6300.6%IndustrialsMIRMirion Technologies$85,207,535$9,190,793 ▼-9.7%6,034,5280.6%TechnologyACIWACI Worldwide$84,915,460$7,083,543 ▲9.1%1,737,2230.6%TechnologyAVAVAeroVironment$84,639,957$14,150,037 ▲20.1%595,1340.5%IndustrialsCWCurtiss-Wright$84,387,939$23,700,799 ▼-21.9%155,1760.5%IndustrialsBCPCBalchem$82,966,819$62,685 ▲0.1%502,9510.5%MaterialsPLXSPlexus$82,302,586$55,233,460 ▲204.0%315,3960.5%TechnologyRubrik Inc.$81,909,009$20,131,381 ▲32.6%715,5500.5%COMLMATLeMaitre Vascular$79,411,454$181,037 ▼-0.2%961,5140.5%HealthcareYOUCLEAR Secure$78,843,218$78,843,218 ▲New Holding1,879,4570.5%TechnologyAROCArchrock$76,708,344$9,670,265 ▲14.4%2,532,4640.5%EnergyEMEEMCOR Group$76,594,179$2,700,315 ▼-3.4%101,5180.5%IndustrialsNETCloudflare$76,435,286$2,369,839 ▼-3.0%220,0970.5%TechnologyMDTMedtronic$76,201,059$76,201,059 ▲New Holding883,0810.5%HealthcareTSLATesla$73,200,739$72,645,462 ▲13,082.7%206,3100.5%Consumer DiscretionaryTPRTapestry$72,450,954$2,365,798 ▼-3.2%629,7890.5%Consumer DiscretionaryRJFRaymond James Financial$71,476,859$1,248,358 ▼-1.7%452,3280.5%FinanceCOCOVita Coco$71,014,579$1,901,954 ▲2.8%1,240,3210.5%Consumer StaplesDDOGDatadog$69,176,427$2,304,722 ▼-3.2%252,6070.4%TechnologyLITELumentum$69,072,126$69,072,126 ▲New Holding71,1160.4%TechnologyCRCrane$67,292,511$10,828,767 ▼-13.9%329,8330.4%IndustrialsCARGCarGurus$66,236,376$4,653,372 ▲7.6%2,125,6860.4%Communication ServicesJBT Marel Corp.$63,148,094$630,583 ▼-1.0%598,0500.4%COMBELFBBel Fuse$63,101,142$63,101,142 ▲New Holding258,4840.4%TechnologyHEIHeico$62,046,674$1,850,004 ▼-2.9%204,6530.4%IndustrialsAXONAxon Enterprise$56,988,653$1,666,419 ▼-2.8%134,8780.4%IndustrialsCASYCasey's General Stores$56,976,719$12,884,730 ▼-18.4%93,6410.4%Consumer StaplesCXTCrane NXT$55,844,738$913,834 ▲1.7%1,185,6630.4%TechnologyMTRNMaterion$51,835,193$51,835,193 ▲New Holding192,2740.3%MaterialsTOSTToast$50,879,537$16,105,916 ▲46.3%1,755,0720.3%FinanceFASTFastenal$50,752,166$1,260,390 ▼-2.4%1,024,6750.3%IndustrialsDELLDell Technologies$49,007,721$1,922,631 ▼-3.8%91,1010.3%TechnologyROSTRoss Stores$48,363,237$1,250,089 ▼-2.5%207,2120.3%Consumer DiscretionaryEHCEncompass Health$48,150,848$1,188,779 ▼-2.4%396,3360.3%HealthcareUMBFUMB Financial$47,477,829$4,090,244 ▼-7.9%365,1860.3%FinancePOWIPower Integrations$47,348,759$828,282 ▼-1.7%914,0690.3%TechnologyTWLOTwilio$46,917,896$6,525,075 ▲16.2%160,4250.3%TechnologyQnity Electronics Inc.$44,360,395$940,408 ▲2.2%352,7950.3%COMAPGAPi Group$43,193,632$1,169,001 ▼-2.6%1,119,0060.3%IndustrialsShowing largest 100 holdings. 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