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Congress Asset Management Co /Ma Top Holdings and 13F Report (2026)

About Congress Asset Management Co /Ma

Investment Activity

  • Congress Asset Management Co /Ma has $16.25 billion in total holdings as of June 30, 2026.
  • Congress Asset Management Co /Ma owns shares of 376 different stocks, but just 97 companies or ETFs make up 80% of its holdings.
  • Approximately 15.47% of the portfolio was purchased this quarter.
  • About 14.47% of the portfolio was sold this quarter.
  • This quarter, Congress Asset Management Co /Ma has purchased 417 new stocks and bought additional shares in 150 stocks.
  • Congress Asset Management Co /Ma sold shares of 181 stocks and completely divested from 74 stocks this quarter.

Largest Holdings

NVIDIA
$525,825,910
Apple
$465,796,217
Alphabet
$364,585,508
Microsoft
$304,131,894
Broadcom
$278,895,170

Largest New Holdings this Quarter

042068205 - Arm Holdings PLC
$145,036,504 Holding
501242101 - Kulicke and Soffa Industries
$117,441,548 Holding
03957W106 - Archrock
$90,099,698 Holding
92846Q107 - Vita Coco
$79,837,726 Holding
739276103 - Power Integrations
$77,901,769 Holding

Largest Purchases this Quarter

Arm Holdings PLC
409,049 shares (about $145.04M)
Kulicke and Soffa Industries
878,002 shares (about $117.44M)
Mirion Technologies
5,571,373 shares (about $99.89M)
Archrock
2,213,208 shares (about $90.10M)
Vita Coco
1,207,102 shares (about $79.84M)

Largest Sales this Quarter

Sterling Infrastructure
266,686 shares (about $223.85M)
Martin Marietta Materials
177,021 shares (about $102.09M)
Penumbra
305,146 shares (about $96.35M)
Thermo Fisher Scientific
191,813 shares (about $96.17M)
Arista Networks Inc
556,248 shares (about $94.50M)

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
$525,825,910$23,594,412 â–²4.7%2,627,9473.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$465,796,217$6,290,399 â–¼-1.3%1,609,7462.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$364,585,508$12,280,300 â–¼-3.3%1,020,1912.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$304,131,894$66,105,136 â–²27.8%815,3231.9%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$278,895,170$7,337,796 â–¼-2.6%738,3061.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$227,646,887$34,798,270 â–²18.0%663,5191.4%Business Services
GE Vernova Inc.
$226,362,918$7,228,923 â–¼-3.1%192,6721.4%COM
Amphenol Corporation stock logo
APH
Amphenol
$215,255,165$44,702,235 â–²26.2%1,220,8211.3%Computer and Technology
Ligand Pharmaceuticals Incorporated stock logo
LGND
Ligand Pharmaceuticals
$208,591,268$49,080,559 â–²30.8%659,9111.3%Medical
Arista Networks Inc
$199,881,834$94,495,413 â–¼-32.1%1,176,6061.2%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$195,374,114$6,710,136 â–¼-3.3%208,8511.2%Retail/Wholesale
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$193,398,616$223,845,561 â–¼-53.6%230,4121.2%Construction
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$184,163,119$7,405,240 â–¼-3.9%182,0931.1%Finance
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$182,260,702$43,481,585 â–²31.3%687,4391.1%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$176,020,475$38,628,227 â–¼-18.0%413,0771.1%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$175,598,903$11,218,515 â–²6.8%88,2651.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$174,904,050$40,345,459 â–¼-18.7%733,8431.1%Retail/Wholesale
Moog Inc. stock logo
MOG.A
Moog
$172,216,289$1,594,485 â–²0.9%406,3241.1%Aerospace
MongoDB, Inc. stock logo
MDB
MongoDB
$171,721,149$70,313,947 â–²69.3%511,2271.1%Computer and Technology
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$168,027,141$5,715,563 â–¼-3.3%629,2681.0%Auto/Tires/Trucks
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$167,350,027$46,771,155 â–¼-21.8%622,4431.0%Aerospace
nVent Electric PLC stock logo
NVT
nVent Electric
$166,875,046$23,391,934 â–¼-12.3%983,8751.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$164,595,032$6,596,689 â–¼-3.9%292,2031.0%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$163,781,677$6,491,111 â–¼-3.8%721,6011.0%Finance
Enpro Inc. stock logo
NPO
Enpro
$163,252,745$13,072,296 â–²8.7%433,1121.0%Business Services
Novanta Inc. stock logo
NOVT
Novanta
$157,983,958$10,392,608 â–²7.0%973,7671.0%Computer and Technology
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$150,611,180$22,033,434 â–¼-12.8%198,7580.9%Aerospace
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$149,517,695$6,175,863 â–¼-4.0%152,8620.9%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$147,601,663$22,738,764 â–²18.2%123,0600.9%Medical
Arm Holdings PLC
$145,036,504$145,036,504 â–²New Holding409,0490.9%COM
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$142,850,758$23,736,388 â–²19.9%2,600,1230.9%Medical
TKO Group Holdings Inc.
$142,264,050$4,250,663 â–¼-2.9%706,6910.9%COM
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$140,056,199$42,348,054 â–¼-23.2%924,4630.9%Retail/Wholesale
Repligen Corporation stock logo
RGEN
Repligen
$138,108,115$29,247,142 â–²26.9%1,012,2260.8%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$135,385,956$5,019,735 â–¼-3.6%1,470,1480.8%Retail/Wholesale
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$132,974,371$48,412,507 â–²57.3%1,527,7390.8%Finance
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$131,024,873$13,148,992 â–²11.2%797,6190.8%Retail/Wholesale
CommVault Systems, Inc. stock logo
CVLT
CommVault Systems
$130,826,144$21,885,947 â–²20.1%923,0660.8%Computer and Technology
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$129,938,601$5,350,622 â–¼-4.0%1,747,8960.8%Energy
Vericel Corporation stock logo
VCEL
Vericel
$129,745,965$62,703,183 â–²93.5%2,916,2950.8%Medical
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$128,335,448$36,252,579 â–²39.4%3,000,5950.8%Consumer Discretionary
Ecolab Inc. stock logo
ECL
Ecolab
$126,757,453$5,425,648 â–¼-4.1%454,9640.8%Basic Materials
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$124,655,081$27,349,739 â–²28.1%458,3750.8%Computer and Technology
LivaNova PLC stock logo
LIVN
LivaNova
$123,529,524$18,701,076 â–²17.8%1,502,2440.8%Medical
Mirion Technologies, Inc. stock logo
MIR
Mirion Technologies
$119,869,832$99,894,718 â–²500.1%6,685,4340.7%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$119,681,627$4,557,406 â–¼-3.7%300,9500.7%Medical
InterDigital, Inc. stock logo
IDCC
InterDigital
$119,320,350$10,028,467 â–²9.2%421,4330.7%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$117,608,305$4,936,588 â–¼-4.0%163,3360.7%Construction
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$117,441,548$117,441,548 â–²New Holding878,0020.7%Computer and Technology
Brinker International, Inc. stock logo
EAT
Brinker International
$115,138,464$11,695,488 â–²11.3%685,3480.7%Retail/Wholesale
Sensient Technologies Corporation stock logo
SXT
Sensient Technologies
$114,701,532$10,033,220 â–²9.6%930,3390.7%Basic Materials
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$114,092,018$2,440,118 â–¼-2.1%345,2520.7%Consumer Discretionary
JFrog Ltd. stock logo
FROG
JFrog
$112,872,142$20,823,607 â–²22.6%1,241,9910.7%Computer and Technology
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$111,176,480$4,033,733 â–¼-3.5%80,4250.7%Computer and Technology
PJT Partners Inc. stock logo
PJT
PJT Partners
$109,201,097$17,980,263 â–²19.7%723,4740.7%Finance
Ameris Bancorp stock logo
ABCB
Ameris Bancorp
$107,614,300$8,692,400 â–²8.8%1,192,2700.7%Finance
Champion Homes, Inc. stock logo
SKY
Champion Homes
$106,886,035$15,162,985 â–²16.5%1,212,9600.7%Construction
Atlantic Union Bankshares Corp
$105,824,242$10,970,559 â–²11.6%2,501,1640.7%COM
Rambus, Inc. stock logo
RMBS
Rambus
$103,270,791$66,102,529 â–¼-39.0%777,9930.6%Computer and Technology
IMAX Corporation stock logo
IMAX
IMAX
$101,136,379$40,932,832 â–²68.0%2,537,2900.6%Consumer Discretionary
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$100,125,203$12,375,025 â–²14.1%190,1930.6%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$96,826,164$3,948,090 â–¼-3.9%1,341,8260.6%Computer and Technology
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$96,202,127$4,029,809 â–¼-4.0%1,229,1060.6%Medical
Kirby Corporation stock logo
KEX
Kirby
$95,685,896$10,630,950 â–²12.5%703,7280.6%Transportation
Tapestry, Inc. stock logo
TPR
Tapestry
$95,198,798$11,972,125 â–²14.4%650,3540.6%Retail/Wholesale
Federal Signal Corporation stock logo
FSS
Federal Signal
$93,301,431$10,764,631 â–²13.0%726,1380.6%Multi-Sector Conglomerates
Moody's Corporation stock logo
MCO
Moody's
$92,995,327$3,626,530 â–¼-3.8%205,3240.6%Finance
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$92,477,275$12,395,831 â–²15.5%963,7060.6%Medical
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$91,255,195$3,078,215 â–¼-3.3%114,8170.6%Retail/Wholesale
Archrock, Inc. stock logo
AROC
Archrock
$90,099,698$90,099,698 â–²New Holding2,213,2080.6%Energy
JBT Marel Corp.
$87,583,171$6,763,379 â–²8.4%604,0220.5%COM
Shopify Inc
$87,302,092$3,127,274 â–¼-3.5%764,6010.5%COM
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$87,217,686$4,241,506 â–¼-4.6%105,0970.5%Construction
Viking Holdings Ltd.
$86,649,489$2,039,600 â–¼-2.3%827,8350.5%COM
Crane stock logo
CR
Crane
$85,415,837$2,054,700 â–¼-2.3%382,9100.5%Industrials
Balchem Corporation stock logo
BCPC
Balchem
$84,909,414$9,589,269 â–²12.7%502,5710.5%Basic Materials
CSW Industrials Inc.
$83,630,739$13,402,358 â–²19.1%300,5060.5%COM
Merit Medical Systems, Inc. stock logo
MMSI
Merit Medical Systems
$82,121,928$10,753,802 â–²15.1%1,184,3370.5%Medical
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$81,815,295$17,023,999 â–²26.3%495,6400.5%Aerospace
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$80,077,069$12,145,136 â–¼-13.2%1,592,3060.5%Computer and Technology
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$79,983,972$6,032,039 â–¼-7.0%265,7010.5%Medical
Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$79,837,726$79,837,726 â–²New Holding1,207,1020.5%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$79,054,663$77,719,310 â–²5,820.1%265,2220.5%Computer and Technology
Power Integrations, Inc. stock logo
POWI
Power Integrations
$77,901,769$77,901,769 â–²New Holding930,0590.5%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$77,825,001$77,825,001 â–²New Holding138,8220.5%Aerospace
Coherent Corp. stock logo
COHR
Coherent
$75,257,776$74,784,412 â–²15,798.5%190,7820.5%Business Services
Heico Corporation stock logo
HEI
Heico
$75,068,973$162,067 â–²0.2%210,7550.5%Aerospace
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$69,968,511$1,696,808 â–¼-2.4%460,2280.4%Finance
Nova Ltd. stock logo
NVMI
Nova
$69,447,455$60,699,606 â–¼-46.6%127,9100.4%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$68,724,118$68,724,118 â–²New Holding59,5380.4%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$67,959,948$1,427,554 â–¼-2.1%261,0230.4%Computer and Technology
CarGurus, Inc. stock logo
CARG
CarGurus
$67,373,703$4,574,503 â–¼-6.4%1,976,3480.4%Auto/Tires/Trucks
Palantir Technologies Inc
$59,850,660$3,299,078 â–²5.8%512,9910.4%COM
Crane NXT, Co. stock logo
CXT
Crane NXT
$59,665,889$10,464,109 â–¼-14.9%1,166,2610.4%Business Services
UMB Financial Corporation stock logo
UMBF
UMB Financial
$56,625,272$35,018,424 â–²162.1%396,6470.3%Finance
Qnity Electronics Inc.
$56,393,580$753,023 â–²1.4%345,3160.3%COM
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$56,120,842$21,201,828 â–¼-27.4%150,5100.3%Computer and Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$55,659,183$11,487,689 â–¼-17.1%226,9210.3%Computer and Technology
Teradyne, Inc. stock logo
TER
Teradyne
$52,213,639$257,403 â–¼-0.5%107,9150.3%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$50,944,903$58,444,728 â–¼-53.4%25,7040.3%Construction

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