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CONGRESS ASSET MANAGEMENT CO
CONGRESS ASSET MANAGEMENT CO · Investor
1Y performance ⓘ
+38%
AUM (13F)
$13.9B
# of Holdings
409
3Y performance ⓘ
+69%
vs S&P 500 ⓘ
−3%
Updated
Mar 31
CONGRESS ASSET MANAGEMENT CO's CONGRESS ASSET MANAGEMENT CO holds 409 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 +69% over 3 years (-3 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) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| AAPL Apple Inc. | 3.0% | 1.6M | $414M | ▼ 0.7% (−12K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 2.2% | 1.1M | $303M | ▼ 1.1% (−12K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.7% | 638K | $236M | ▼ 0.8% (−5K) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 1.7% | 758K | $235M | ▲ 3.6% (+26K) | $641.56 | $392.13 (−39%) | 2026-03-31 |
| COST Costco Wholesale Corp | 1.5% | 216K | $215M | ▼ 0.7% (−1K) | $496.87 | $951.35 (+91%) | 2026-03-31 |
| ANET Arista Networks | 1.5% | 1.7M | $213M | ▼ 1.4% (−25K) | $110.53 | $174.56 (+58%) | 2026-03-31 |
| STRL Sterling Infrastructure, Inc. Common Stock | 1.4% | 497K | $202M | ▲ 5.9% (+28K) | $55.80 | $932.75 (+1572%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 1.4% | 1.2M | $192M | ▼ 1.6% (−19K) | $78.36 | $164.17 (+110%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.4% | 903K | $188M | — | $103.29 | $232.79 (+125%) | 2026-03-31 |
| HWM Howmet Aerospace Inc. | 1.3% | 796K | $184M | ▼ 1.2% (−10K) | $77.63 | $280.36 (+261%) | 2026-03-31 |
| ETN Eaton Corporation, plc Ordinary Shares | 1.3% | 504K | $180M | ▼ 0.9% (−4K) | $171.34 | $435.78 (+154%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.2% | 304K | $174M | ▼ 0.5% (−2K) | $211.94 | $563.85 (+166%) | 2026-03-31 |
| GEV GE Vernova Inc. | 1.2% | 199K | $174M | ▲ 3.7% (+7K) | $653.57 | $1,127.59 (+73%) | 2026-03-31 |
| V VISA Inc. | 1.2% | 562K | $170M | ▼ 1.0% (−6K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| GS Goldman Sachs Group Inc. | 1.1% | 189K | $160M | ▼ 26% (−67K) | $327.10 | $1,106.37 (+238%) | 2026-03-31 |
| CW Curtiss-Wright Corp. | 1.1% | 228K | $155M | ▼ 16% (−42K) | $176.26 | $783.82 (+345%) | 2026-03-31 |
| WELL Welltower Inc. | 1.1% | 750K | $148M | — | $153.73 | $211.45 (+38%) | 2026-03-31 |
| TKO TKO Group Holdings, Inc. | 1.1% | 728K | $147M | ▲ 33% (+181K) | $181.95 | $197.26 (+8%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 1.0% | 312K | $144M | ▼ 0.7% (−2K) | $255.47 | $402.95 (+58%) | 2026-03-31 |
| PH Parker-Hannifin Corporation | 1.0% | 159K | $143M | ▼ 15% (−27K) | $460.70 | $962.14 (+109%) | 2026-03-31 |
| MOD Modine Manufacturing Co | 1.0% | 651K | $141M | ▲ 14% (+82K) | $33.02 | $295.58 (+795%) | 2026-03-31 |
| ORLY O'Reilly Automotive, Inc. | 1.0% | 1.5M | $141M | ▼ 0.8% (−12K) | $848.98 | $85.63 (−90%) | 2026-03-31 |
| MLM Martin Marietta Materials | 1.0% | 238K | $140M | ▼ 0.7% (−2K) | $355.06 | $609.88 (+72%) | 2026-03-31 |
| NVT nVent Electric plc Ordinary Shares | 0.9% | 1.1M | $133M | ▼ 3.0% (−35K) | $52.99 | $184.34 (+248%) | 2026-03-31 |
| WMB Williams Companies Inc. | 0.9% | 1.8M | $132M | ▼ 1.4% (−25K) | $59.76 | $74.95 (+25%) | 2026-03-31 |
| ECL Ecolab, Inc. | 0.9% | 474K | $126M | ▼ 1.6% (−8K) | $238.00 | $269.34 (+13%) | 2026-03-31 |
| APH Amphenol Corporation | 0.9% | 967K | $122M | — | $81.72 | $165.96 (+103%) | 2026-03-31 |
| MOG.A Moog Inc. | 0.8% | 403K | $118M | ▲ 9.9% (+36K) | $112.96 | $403.30 (+257%) | 2026-03-31 |
| PRIM Primoris Services Corporation | 0.8% | 818K | $117M | — | $76.40 | $108.34 (+42%) | 2026-03-31 |
| IDCC InterDigital, Inc. | 0.8% | 386K | $117M | ▲ 9.9% (+35K) | $193.72 | $297.84 (+54%) | 2026-03-31 |
| RMBS Rambus Inc | 0.8% | 1.3M | $110M | ▼ 9.5% (−135K) | $52.86 | $140.35 (+166%) | 2026-03-31 |
| ASML Asml Holding N.v. | 0.8% | 83K | $109M | ▲ 539% (+70K) | $680.72 | $1,929.25 (+183%) | 2026-03-31 |
| NOVT Novanta Inc. Common Stock | 0.8% | 910K | $107M | ▲ 49% (+298K) | $159.09 | $155.66 (−2%) | 2026-03-31 |
| HLT Hilton Worldwide Holdings Inc. | 0.8% | 353K | $107M | NEW (+353K) | $304.08 | $342.93 (+13%) | 2026-03-31 |
| BOOT Boot Barn Holdings, Inc. | 0.8% | 718K | $105M | ▲ 15% (+95K) | $76.64 | $178.46 (+133%) | 2026-03-31 |
| PEN Penumbra, Inc. | 0.8% | 317K | $104M | ▼ 17% (−65K) | $278.69 | $316.20 (+13%) | 2026-03-31 |
| NVMI Nova Ltd. Ordinary Shares | 0.8% | 240K | $104M | ▼ 18% (−52K) | $137.39 | $583.10 (+324%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 0.7% | 1.6M | $102M | ▼ 1.2% (−20K) | $50.03 | $44.33 (−11%) | 2026-03-31 |
| UFPT UFP Technologies Inc | 0.7% | 523K | $101M | ▲ 19% (+82K) | $129.84 | $233.30 (+80%) | 2026-03-31 |
| LGND Ligand Pharmaceuticals Inc. | 0.7% | 505K | $101M | ▲ 5.1% (+25K) | $84.26 | $262.17 (+211%) | 2026-03-31 |
| UBER Uber Technologies, Inc. | 0.7% | 1.4M | $100M | ▼ 2.8% (−40K) | $72.86 | $71.43 (−2%) | 2026-03-31 |
| NPO Enpro Inc. | 0.7% | 398K | $100M | ▲ 5.9% (+22K) | $103.89 | $387.65 (+273%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 0.7% | 200K | $98M | ▼ 4.2% (−9K) | $576.35 | $464.01 (−19%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 0.7% | 104K | $96M | ▲ 653% (+90K) | $343.42 | $1,102.08 (+221%) | 2026-03-31 |
| ALNY Alnylam Pharmaceuticals, Inc. | 0.7% | 286K | $95M | ▲ 6.1% (+16K) | $456.00 | $286.41 (−37%) | 2026-03-31 |
| RGEN Repligen Corp | 0.7% | 798K | $94M | ▲ 6.9% (+52K) | $168.36 | $126.57 (−25%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 0.7% | 792K | $94M | ▼ 1.3% (−10K) | $106.33 | $107.98 (+2%) | 2026-03-31 |
| IDXX Idexx Laboratories Inc | 0.7% | 167K | $94M | ▲ 8.3% (+13K) | $500.08 | $545.73 (+9%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 0.7% | 170K | $93M | ▼ 4.2% (−7K) | $166.64 | $740.14 (+344%) | 2026-03-31 |
Showing top 50 of 409 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 409 disclosed U.S.-equity positions.
What is CONGRESS ASSET MANAGEMENT CO's 3-year performance?
+69% (13F-replication, price return), -3 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.