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CONGRESS ASSET MANAGEMENT CO
CONGRESS ASSET MANAGEMENT CO · Investor
1Y performance ⓘ
+13%
AUM (13F)
$13.9B
# of Holdings
410
3Y performance ⓘ
+44%
vs S&P 500 ⓘ
−35%
Updated
Mar 31
CONGRESS ASSET MANAGEMENT CO's CONGRESS ASSET MANAGEMENT CO holds 410 U.S.-equity positions worth $13.9B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 3.1%, Apple Inc. 3.0%, Alphabet Inc. Class A Common Stock 2.2%. 13F-replication return is +44% over 3 years (-35 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 3.1% | 2.5M | $438M | ▼ 1.1% (−27K) | $28.17 | $230.82 (+719%) | 2026-03-31 |
| AAPL Apple Inc. | 3.0% | 1.6M | $414M | ▼ 0.7% (−12K) | $181.40 | $332.30 (+83%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 2.2% | 1.1M | $303M | ▼ 1.1% (−12K) | $110.91 | $344.90 (+211%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.7% | 638K | $236M | ▼ 0.8% (−5K) | $303.68 | $519.35 (+71%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 1.7% | 758K | $235M | ▲ 3.6% (+26K) | $186.03 | $352.10 (+89%) | 2026-03-31 |
| COST Costco Wholesale Corp | 1.5% | 216K | $215M | ▼ 0.7% (−1K) | $503.76 | $905.49 (+80%) | 2026-03-31 |
| ANET Arista Networks | 1.5% | 1.7M | $213M | ▼ 1.4% (−25K) | $110.53 | $201.89 (+83%) | 2026-03-31 |
| STRL Sterling Infrastructure, Inc. Common Stock | 1.4% | 497K | $202M | ▲ 5.9% (+28K) | $97.25 | $492.45 (+406%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 1.4% | 1.2M | $192M | ▼ 1.6% (−19K) | $97.50 | $132.22 (+36%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.4% | 903K | $188M | — | $107.32 | $249.66 (+133%) | 2026-03-31 |
| HWM Howmet Aerospace Inc. | 1.3% | 796K | $184M | ▼ 1.2% (−10K) | $78.81 | $226.75 (+188%) | 2026-03-31 |
| ETN Eaton Corporation, plc Ordinary Shares | 1.3% | 504K | $180M | ▼ 0.9% (−4K) | $183.68 | $428.48 (+133%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.2% | 304K | $174M | ▼ 0.5% (−2K) | $379.49 | $732.25 (+93%) | 2026-03-31 |
| GEV GE Vernova Inc. | 1.2% | 199K | $174M | ▲ 3.7% (+7K) | $661.47 | $953.30 (+44%) | 2026-03-31 |
| V VISA Inc. | 1.2% | 562K | $170M | ▼ 1.0% (−6K) | $227.65 | $361.52 (+59%) | 2026-03-31 |
| GS Goldman Sachs Group Inc. | 1.1% | 189K | $160M | ▼ 26% (−67K) | $478.71 | $894.26 (+87%) | 2026-03-31 |
| CW Curtiss-Wright Corp. | 1.1% | 228K | $155M | ▼ 16% (−42K) | $298.42 | $538.63 (+80%) | 2026-03-31 |
| WELL Welltower Inc. | 1.1% | 750K | $148M | — | $161.02 | $228.62 (+42%) | 2026-03-31 |
| TKO TKO Group Holdings, Inc. | 1.1% | 728K | $147M | ▲ 33% (+181K) | $189.50 | $178.69 (−6%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 1.0% | 312K | $144M | ▼ 0.7% (−2K) | $274.49 | $408.78 (+49%) | 2026-03-31 |
| PH Parker-Hannifin Corporation | 1.0% | 159K | $143M | ▼ 15% (−27K) | $552.93 | $954.91 (+73%) | 2026-03-31 |
| MOD Modine Manufacturing Co | 1.0% | 651K | $141M | ▲ 14% (+82K) | $142.60 | $185.81 (+30%) | 2026-03-31 |
| ORLY O'Reilly Automotive, Inc. | 1.0% | 1.5M | $141M | ▼ 0.8% (−12K) | $59.62 | $85.07 (+43%) | 2026-03-31 |
| MLM Martin Marietta Materials | 1.0% | 238K | $140M | ▼ 0.7% (−2K) | $434.68 | $475.94 (+9%) | 2026-03-31 |
| NVT nVent Electric plc Ordinary Shares | 0.9% | 1.1M | $133M | ▼ 3.0% (−35K) | $53.26 | $160.53 (+201%) | 2026-03-31 |
| WMB Williams Companies Inc. | 0.9% | 1.8M | $132M | ▼ 1.4% (−25K) | $59.77 | $67.86 (+14%) | 2026-03-31 |
| ECL Ecolab, Inc. | 0.9% | 474K | $126M | ▼ 1.6% (−8K) | $238.19 | $270.56 (+14%) | 2026-03-31 |
| APH Amphenol Corporation | 0.9% | 967K | $122M | — | $49.59 | $84.32 (+70%) | 2026-03-31 |
| MOG.A Moog Inc. | 0.8% | 403K | $118M | ▲ 9.9% (+36K) | $165.65 | $383.12 (+131%) | 2026-03-31 |
| PRIM Primoris Services Corporation | 0.8% | 818K | $117M | — | $74.86 | $74.68 (−0%) | 2026-03-31 |
| IDCC InterDigital, Inc. | 0.8% | 386K | $117M | ▲ 9.9% (+35K) | $208.01 | $330.63 (+59%) | 2026-03-31 |
| RMBS Rambus Inc | 0.8% | 1.3M | $110M | ▼ 9.5% (−135K) | $57.53 | $107.24 (+86%) | 2026-03-31 |
| ASML Asml Holding N.v. | 0.8% | 83K | $109M | ▲ 539% (+70K) | $1,225.55 | $1,817.25 (+48%) | 2026-03-31 |
| NOVT Novanta Inc. Common Stock | 0.8% | 910K | $107M | ▲ 49% (+298K) | $106.65 | $142.00 (+33%) | 2026-03-31 |
| HLT Hilton Worldwide Holdings Inc. | 0.8% | 353K | $107M | NEW (+353K) | $304.08 | $317.89 (+5%) | 2026-03-31 |
| BOOT Boot Barn Holdings, Inc. | 0.8% | 718K | $105M | ▲ 15% (+95K) | $110.45 | $119.99 (+9%) | 2026-03-31 |
| PEN Penumbra, Inc. | 0.8% | 317K | $104M | ▼ 17% (−65K) | $182.24 | $318.70 (+75%) | 2026-03-31 |
| NVMI Nova Ltd. Ordinary Shares | 0.8% | 240K | $104M | ▼ 18% (−52K) | $190.05 | $390.32 (+105%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 0.7% | 1.6M | $102M | ▼ 1.2% (−20K) | $56.40 | $43.49 (−23%) | 2026-03-31 |
| UFPT UFP Technologies Inc | 0.7% | 523K | $101M | ▲ 19% (+82K) | $221.60 | $297.95 (+34%) | 2026-03-31 |
| LGND Ligand Pharmaceuticals Inc. | 0.7% | 505K | $101M | ▲ 5.1% (+25K) | $94.26 | $310.83 (+230%) | 2026-03-31 |
| UBER Uber Technologies, Inc. | 0.7% | 1.4M | $100M | ▼ 2.8% (−40K) | $74.47 | $68.34 (−8%) | 2026-03-31 |
| NPO Enpro Inc. | 0.7% | 398K | $100M | ▲ 5.9% (+22K) | $138.65 | $307.10 (+122%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 0.7% | 200K | $98M | ▼ 4.2% (−9K) | $587.41 | $670.23 (+14%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 0.7% | 104K | $96M | ▲ 653% (+90K) | $843.52 | $1,150.39 (+36%) | 2026-03-31 |
| ALNY Alnylam Pharmaceuticals, Inc. | 0.7% | 286K | $95M | ▲ 6.1% (+16K) | $418.05 | $249.84 (−40%) | 2026-03-31 |
| RGEN Repligen Corp | 0.7% | 798K | $94M | ▲ 6.9% (+52K) | $157.22 | $189.74 (+21%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 0.7% | 792K | $94M | ▼ 1.3% (−10K) | $107.28 | $151.75 (+41%) | 2026-03-31 |
| IDXX Idexx Laboratories Inc | 0.7% | 167K | $94M | ▲ 8.3% (+13K) | $666.11 | $523.76 (−21%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 0.7% | 170K | $93M | ▼ 4.2% (−7K) | $373.17 | $643.44 (+72%) | 2026-03-31 |
Showing top 50 of 410 holdings by value.
FAQ ▾
What are CONGRESS ASSET MANAGEMENT CO's largest holdings?
As of the latest 13F: NVIDIA CORP 3.1%, Apple Inc. 3.0%, Alphabet Inc. Class A Common Stock 2.2%, MICROSOFT CORP 1.7%, Broadcom Inc. Common Stock 1.7%.
How big is CONGRESS ASSET MANAGEMENT CO's 13F portfolio?
$13.9B across 410 disclosed U.S.-equity positions.
What is CONGRESS ASSET MANAGEMENT CO's 3-year performance?
+44% (13F-replication, price return), -35 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.