CONGRESS ASSET MANAGEMENT CO

Holdings as of 2026-06-30, filed 2026-07-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 7 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
376
Value reported by manager
$16.3B
Sum of our stored positions
$16.3B
should match the line above
Disclosure lag
7 d
quarter end to filing
Top 5 concentration
12.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA Corp.COM$525.8M2,627,94767066G104
Apple Inc.COM$465.8M1,609,746037833100
Alphabet Inc.COM$364.6M1,020,19102079K305
Microsoft Corp.COM$304.1M815,323594918104
Broadcom IncCOM$278.9M738,30611135F101
Visa IncCOM$227.6M663,51992826C839
GE Vernova Inc.COM$226.4M192,67236828A101
Amphenol CorporationCOM$215.3M1,220,821032095101
Ligand Pharmaceuticals IncorporatedCOM$208.6M659,91153220K504
Arista Networks IncCOM$199.9M1,176,606040413205
Costco Wholesale CorporationCOM$195.4M208,85122160K105
Sterling Infrastructure IncCOM$193.4M230,412859241101
Goldman Sachs Group, Inc.COM$184.2M182,09338141G104
UFP Technologies Inc.COM$182.3M687,439902673102
Eaton Corporation PLCCOM$176M413,077G29183103
ASML Holding N.V.COM$175.6M88,265N07059210
Amazon.com, Inc.COM$174.9M733,843023135106
Moog Inc.COM$172.2M406,324615394202
MongoDB Inc.COM$171.7M511,22760937P106
Modine Manufacturing Co.COM$168M629,268607828100
Howmet Aerospace IncCOM$167.4M622,443443201108
NVent Electric PLCCOM$166.9M983,875G6700G107
Meta Platforms IncCOM$164.6M292,20330303M102
Welltower Inc.COM$163.8M721,60195040Q104
Enpro IncCOM$163.3M433,11229355X107
Novanta IncCOM$158M973,76767000B104
Curtiss-Wright Corp.COM$150.6M198,758231561101
Parker-Hannifin Corp.COM$149.5M152,862701094104
Eli Lilly & Co.COM$147.6M123,060532457108
Arm Holdings PLCCOM$145M409,049042068205
TG Therapeutics IncCOM$142.9M2,600,12388322Q108
TKO Group Holdings Inc.COM$142.3M706,69187256C101
The TJX Companies Inc.COM$140.1M924,463872540109
Repligen CorporationCOM$138.1M1,012,226759916109
O'Reilly Automotive Inc.COM$135.4M1,470,14867103H107
Interactive Brokers Group IncCOM$133M1,527,73945841N107
Boot Barn Holdings IncCOM$131M797,619099406100
Commvault Systems Inc.COM$130.8M923,066204166102
Williams Companies Inc. (The)COM$129.9M1,747,896969457100
Vericel CorporationCOM$129.7M2,916,29592346J108
Universal Technical Institute, Inc.COM$128.3M3,000,595913915104
Ecolab Inc.COM$126.8M454,964278865100
Credo Technology Group Holding LtdCOM$124.7M458,375G25457105
LivaNova PLCCOM$123.5M1,502,244G5509L101
Mirion Technologies IncCOM$119.9M6,685,43460471A101
Intuitive Surgical Inc.COM$119.7M300,95046120E602
InterDigital, Inc.COM$119.3M421,43345867G101
Quanta Services, Inc.COM$117.6M163,33674762E102
Kulicke and Soffa Industries, Inc.COM$117.4M878,002501242101
Brinker International, Inc.COM$115.1M685,348109641100
Sensient Technologies CorpCOM$114.7M930,33981725T100
Hilton Worldwide Holdings IncCOM$114.1M345,25243300A203
JFrog LtdCOM$112.9M1,241,991M6191J100
Monolithic Power Systems Inc.COM$111.2M80,425609839105
PJT Partners Inc.COM$109.2M723,47469343T107
Ameris BancorpCOM$107.6M1,192,27003076K108
Champion Homes Inc.COM$106.9M1,212,960830830105
Atlantic Union Bankshares CorpCOM$105.8M2,501,16404911A107
Rambus Inc.COM$103.3M777,993750917106
IMAX CorporationCOM$101.1M2,537,29045245E109
IDEXX Laboratories Inc.COM$100.1M190,19345168D104
Uber Technologies IncCOM$96.8M1,341,82690353T100
Halozyme Therapeutics IncCOM$96.2M1,229,10640637H109
Kirby CorpCOM$95.7M703,728497266106
Tapestry IncCOM$95.2M650,354876030107
Federal Signal Corp.COM$93.3M726,138313855108
Moodys Corp.COM$93M205,324615369105
Lemaitre Vascular Inc.COM$92.5M963,706525558201
Casey'S General Stores Inc.COM$91.3M114,817147528103
Archrock IncCOM$90.1M2,213,20803957W106
JBT Marel Corp.COM$87.6M604,022477839104
Shopify IncCOM$87.3M764,60182509L107
Emcor Group IncCOM$87.2M105,09729084Q100
Viking Holdings Ltd.COM$86.6M827,835G93A5A101
Crane Co.COM$85.4M382,910224408104
Balchem CorpCOM$84.9M502,571057665200
CSW Industrials Inc.COM$83.6M300,506126402106
Merit Medical Systems Inc.COM$82.1M1,184,337589889104
AeroVironment, Inc.COM$81.8M495,640008073108
ACI Worldwide IncCOM$80.1M1,592,306004498101
Alnylam Pharmaceuticals Inc.COM$80M265,70102043Q107
The Vita Coco Company IncCOM$79.8M1,207,10292846Q107
Texas Instruments Inc.COM$79.1M265,222882508104
Power Integrations Inc.COM$77.9M930,059739276103
Axon Enterprise IncCOM$77.8M138,82205464C101
Coherent CorpCOM$75.3M190,78219247G107
Heico CorpCOM$75.1M210,755422806109
Raymond James Financial Inc.COM$70M460,228754730109
Nova LtdCOM$69.4M127,910M7516K103
Micron Technology Inc.COM$68.7M59,538595112103
Datadog IncCOM$68M261,02323804L103
Cargurus IncCOM$67.4M1,976,348141788109
Palantir Technologies IncCOM$59.9M512,99169608A108
Crane NXT CoCOM$59.7M1,166,261224441105
UMB Financial Corp.COM$56.6M396,647902788108
Qnity Electronics Inc.COM$56.4M345,31674743L100
Advanced Energy Industries, Inc.COM$56.1M150,510007973100
Cloudflare IncCOM$55.7M226,92118915M107
Teradyne Inc.COM$52.2M107,915880770102
Comfort Systems USA Inc.COM$50.9M25,704199908104
Fastenal Co.COM$50.4M1,050,122311900104
Valmont Industries, Inc.COM$50.3M87,143920253101
Carpenter Technology CorporationCOM$49.8M80,779144285103
Ollies Bargain Outlet Holdings Inc.COM$48.7M633,391681116109
API Group CorpCOM$48.7M1,149,29100187Y100
Dutch Bros IncCOM$46.6M648,45726701L100
Ross Stores IncCOM$45.2M212,568778296103
Caterpillar IncCOM$44.4M41,651149123101
Flowserve CorporationCOM$43.7M589,82934354P105
Rubrik Inc.COM$43.3M539,684781154109
Karman Holdings Inc.COM$43.1M863,308485924104
Encompass Health CorporationCOM$41.1M406,12129261A100
Dell Technologies IncCOM$40.8M94,67524703L202
Terreno Realty CorporationCOM$39.3M606,00588146M101
CAVA Group Inc.COM$39.1M498,344148929102
D.R. Horton, Inc.COM$37.8M232,12123331A109
Entegris IncCOM$37.6M208,93029362U104
Roku IncCOM$36.8M266,60977543R102
MYR Grp IncCOM$36.8M73,50955405W104
Steris PLCCOM$36M170,967G8473T100
Expedia Group IncCOM$36M140,67530212P303
Analog Devices Inc.COM$35.3M88,902032654105
Martin Marietta Materials IncCOM$35.1M60,950573284106
Affirm Holdings IncCOM$34.8M426,47000827B106
JPMorgan Chase & Co.COM$34.2M104,51746625H100
Toast IncCOM$33.4M1,199,504888787108
Cintas CorporationCOM$31.3M184,100172908105
Plexus CorpCOM$31.2M103,733729132100
Medpace Holdings Inc.COM$31M58,47958506Q109
BJ Wholesale Club Holdings IncCOM$30.6M350,48705550J101
Congress Large Cap Growth Fund - Inst. ClCOM$28.5M555,13074316J789
Twilio IncCOM$28.5M138,11490138F102
Acm Research IncCOM$28.4M223,85500108J109
Solaris Energy Infrastructure IncCOM$27.8M344,93583418M103
Lincoln Electric Holdings Inc.COM$27.3M102,989533900106
Cisco Systems, Inc.COM$27.2M231,40417275R102
Globus Med IncCOM$26.8M338,625379577208
Samsara IncCOM$26.5M816,21579589L106
Virtu Financial IncCOM$26.3M441,795928254101
Marqeta IncCOM$25.9M1,592,21057142B203
Home Depot Inc.COM$24.5M69,579437076102
DigitalOcean Holdings IncCOM$24.5M155,86525402D102
Floor And Decor Holding Inc.COM$23.8M400,673339750101
KLA Corp.COM$23.7M78,629482480100
Range Resources Corp.COM$23.4M630,27875281A109
Lam Research CorporationCOM$23.1M53,337512807306
Hawkins IncCOM$22.9M160,983420261109
iShares Trust RUS MD CP GR ETFCOM$22.6M154,279464287481
Alphabet Inc.COM$22.3M63,06102079K107
E L F Beauty IncCOM$21M283,68726856L103
Amgen Inc.COM$20.8M57,526031162100
Ametek, Inc.COM$19.8M81,862031100100
NextEra Energy IncCOM$19.4M221,32265339F101
Linde PLCCOM$18.7M35,950G54950103
iShares Trust RUS 1000 GRW ETFCOM$18.6M150,039464287614
M/I Homes Inc.COM$18.2M113,35555305B101
Bancorp IncCOM$17.9M286,53105969A105
TE Connectivity PLCCOM$17.7M87,923G87052109
Stryker CorporationCOM$17.7M56,142863667101
CDW CorpCOM$17.5M124,22312514G108
International Business Machines Corp.COM$17.4M61,981459200101
Wintrust Financial CorporationCOM$17.4M108,37797650W108
Independence Realty Trust IncCOM$16.7M1,002,17845378A106
Marriott International, Inc.COM$16.7M45,119571903202
Black Hills CorporationCOM$16.3M219,718092113109
Walmart IncCOM$16.1M142,051931142103
Avery Dennison CorporationCOM$15.9M98,162053611109
MasterCard IncorporatedCOM$15.9M31,00957636Q104
TransMedics Group Inc.COM$15.1M227,83489377M109
Getty Realty CorpCOM$15.1M453,158374297109
Okta Inc.COM$15.1M110,463679295105
Patrick Industries Inc.COM$14.9M166,517703343103
Chevron Corp.COM$14.9M90,038166764100
Krystal Biotech IncCOM$14.9M40,134501147102
The Sherwin-Williams CompanyCOM$14.9M43,164824348106
Badger Meter IncCOM$14.8M100,030056525108
Vistra CorpCOM$14.7M92,43292840M102
Winmark Corp.COM$14.6M34,581974250102
Netflix, Inc.COM$14.6M203,93764110L106
The Bank of New York Mellon Corp.COM$14.4M99,908064058100
Monster Beverage CorpCOM$14.4M150,05861174X109
Cal-Maine Foods Inc.COM$14.1M175,608128030202
Celsius Holdings Inc.COM$13.9M476,16315118V207
Booking Holdings IncCOM$13.9M78,18709857L108
Neurocrine Biosciences IncCOM$13.9M82,48664125C109
CME Group Inc.COM$13.9M62,76912572Q105
Nomad Foods Ltd.COM$13.8M1,258,575G6564A105
Amneal Pharmaceuticals IncCOM$13.5M782,77803168L105
Cameco CorporationCOM$13.5M132,95413321L108
Hawaiian Electric Industries, Inc.COM$13.5M996,265419870100
Highwoods Properties, Inc.COM$13.4M444,745431284108
Cadence Design Systems, Inc.COM$13.1M34,920127387108
EOG Resources Inc.COM$13.1M100,74326875P101
ExlService Holdings Inc.COM$13.1M505,204302081104
Telephone and Data Systems Inc.COM$13M352,497879433829
Bank of Hawaii Corp.COM$13M158,975062540109
Garmin LtdCOM$12.8M53,999H2906T109
McDonald's Corp.COM$12.5M46,088580135101
Fair Isaac CorporationCOM$12.4M10,358303250104
iShares Trust RUSEL 2500 ETFCOM$12.3M133,71646435G268
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-07