CONGRESS ASSET MANAGEMENT CO
Holdings as of 2026-06-30, filed 2026-07-07 · recorded 2026-07-26 16:45:41.738 UTC
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 belowPositions 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| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA Corp. | COM | $525.8M | 2,627,947 | — | 67066G104 |
| Apple Inc. | COM | $465.8M | 1,609,746 | — | 037833100 |
| Alphabet Inc. | COM | $364.6M | 1,020,191 | — | 02079K305 |
| Microsoft Corp. | COM | $304.1M | 815,323 | — | 594918104 |
| Broadcom Inc | COM | $278.9M | 738,306 | — | 11135F101 |
| Visa Inc | COM | $227.6M | 663,519 | — | 92826C839 |
| GE Vernova Inc. | COM | $226.4M | 192,672 | — | 36828A101 |
| Amphenol Corporation | COM | $215.3M | 1,220,821 | — | 032095101 |
| Ligand Pharmaceuticals Incorporated | COM | $208.6M | 659,911 | — | 53220K504 |
| Arista Networks Inc | COM | $199.9M | 1,176,606 | — | 040413205 |
| Costco Wholesale Corporation | COM | $195.4M | 208,851 | — | 22160K105 |
| Sterling Infrastructure Inc | COM | $193.4M | 230,412 | — | 859241101 |
| Goldman Sachs Group, Inc. | COM | $184.2M | 182,093 | — | 38141G104 |
| UFP Technologies Inc. | COM | $182.3M | 687,439 | — | 902673102 |
| Eaton Corporation PLC | COM | $176M | 413,077 | — | G29183103 |
| ASML Holding N.V. | COM | $175.6M | 88,265 | — | N07059210 |
| Amazon.com, Inc. | COM | $174.9M | 733,843 | — | 023135106 |
| Moog Inc. | COM | $172.2M | 406,324 | — | 615394202 |
| MongoDB Inc. | COM | $171.7M | 511,227 | — | 60937P106 |
| Modine Manufacturing Co. | COM | $168M | 629,268 | — | 607828100 |
| Howmet Aerospace Inc | COM | $167.4M | 622,443 | — | 443201108 |
| NVent Electric PLC | COM | $166.9M | 983,875 | — | G6700G107 |
| Meta Platforms Inc | COM | $164.6M | 292,203 | — | 30303M102 |
| Welltower Inc. | COM | $163.8M | 721,601 | — | 95040Q104 |
| Enpro Inc | COM | $163.3M | 433,112 | — | 29355X107 |
| Novanta Inc | COM | $158M | 973,767 | — | 67000B104 |
| Curtiss-Wright Corp. | COM | $150.6M | 198,758 | — | 231561101 |
| Parker-Hannifin Corp. | COM | $149.5M | 152,862 | — | 701094104 |
| Eli Lilly & Co. | COM | $147.6M | 123,060 | — | 532457108 |
| Arm Holdings PLC | COM | $145M | 409,049 | — | 042068205 |
| TG Therapeutics Inc | COM | $142.9M | 2,600,123 | — | 88322Q108 |
| TKO Group Holdings Inc. | COM | $142.3M | 706,691 | — | 87256C101 |
| The TJX Companies Inc. | COM | $140.1M | 924,463 | — | 872540109 |
| Repligen Corporation | COM | $138.1M | 1,012,226 | — | 759916109 |
| O'Reilly Automotive Inc. | COM | $135.4M | 1,470,148 | — | 67103H107 |
| Interactive Brokers Group Inc | COM | $133M | 1,527,739 | — | 45841N107 |
| Boot Barn Holdings Inc | COM | $131M | 797,619 | — | 099406100 |
| Commvault Systems Inc. | COM | $130.8M | 923,066 | — | 204166102 |
| Williams Companies Inc. (The) | COM | $129.9M | 1,747,896 | — | 969457100 |
| Vericel Corporation | COM | $129.7M | 2,916,295 | — | 92346J108 |
| Universal Technical Institute, Inc. | COM | $128.3M | 3,000,595 | — | 913915104 |
| Ecolab Inc. | COM | $126.8M | 454,964 | — | 278865100 |
| Credo Technology Group Holding Ltd | COM | $124.7M | 458,375 | — | G25457105 |
| LivaNova PLC | COM | $123.5M | 1,502,244 | — | G5509L101 |
| Mirion Technologies Inc | COM | $119.9M | 6,685,434 | — | 60471A101 |
| Intuitive Surgical Inc. | COM | $119.7M | 300,950 | — | 46120E602 |
| InterDigital, Inc. | COM | $119.3M | 421,433 | — | 45867G101 |
| Quanta Services, Inc. | COM | $117.6M | 163,336 | — | 74762E102 |
| Kulicke and Soffa Industries, Inc. | COM | $117.4M | 878,002 | — | 501242101 |
| Brinker International, Inc. | COM | $115.1M | 685,348 | — | 109641100 |
| Sensient Technologies Corp | COM | $114.7M | 930,339 | — | 81725T100 |
| Hilton Worldwide Holdings Inc | COM | $114.1M | 345,252 | — | 43300A203 |
| JFrog Ltd | COM | $112.9M | 1,241,991 | — | M6191J100 |
| Monolithic Power Systems Inc. | COM | $111.2M | 80,425 | — | 609839105 |
| PJT Partners Inc. | COM | $109.2M | 723,474 | — | 69343T107 |
| Ameris Bancorp | COM | $107.6M | 1,192,270 | — | 03076K108 |
| Champion Homes Inc. | COM | $106.9M | 1,212,960 | — | 830830105 |
| Atlantic Union Bankshares Corp | COM | $105.8M | 2,501,164 | — | 04911A107 |
| Rambus Inc. | COM | $103.3M | 777,993 | — | 750917106 |
| IMAX Corporation | COM | $101.1M | 2,537,290 | — | 45245E109 |
| IDEXX Laboratories Inc. | COM | $100.1M | 190,193 | — | 45168D104 |
| Uber Technologies Inc | COM | $96.8M | 1,341,826 | — | 90353T100 |
| Halozyme Therapeutics Inc | COM | $96.2M | 1,229,106 | — | 40637H109 |
| Kirby Corp | COM | $95.7M | 703,728 | — | 497266106 |
| Tapestry Inc | COM | $95.2M | 650,354 | — | 876030107 |
| Federal Signal Corp. | COM | $93.3M | 726,138 | — | 313855108 |
| Moodys Corp. | COM | $93M | 205,324 | — | 615369105 |
| Lemaitre Vascular Inc. | COM | $92.5M | 963,706 | — | 525558201 |
| Casey'S General Stores Inc. | COM | $91.3M | 114,817 | — | 147528103 |
| Archrock Inc | COM | $90.1M | 2,213,208 | — | 03957W106 |
| JBT Marel Corp. | COM | $87.6M | 604,022 | — | 477839104 |
| Shopify Inc | COM | $87.3M | 764,601 | — | 82509L107 |
| Emcor Group Inc | COM | $87.2M | 105,097 | — | 29084Q100 |
| Viking Holdings Ltd. | COM | $86.6M | 827,835 | — | G93A5A101 |
| Crane Co. | COM | $85.4M | 382,910 | — | 224408104 |
| Balchem Corp | COM | $84.9M | 502,571 | — | 057665200 |
| CSW Industrials Inc. | COM | $83.6M | 300,506 | — | 126402106 |
| Merit Medical Systems Inc. | COM | $82.1M | 1,184,337 | — | 589889104 |
| AeroVironment, Inc. | COM | $81.8M | 495,640 | — | 008073108 |
| ACI Worldwide Inc | COM | $80.1M | 1,592,306 | — | 004498101 |
| Alnylam Pharmaceuticals Inc. | COM | $80M | 265,701 | — | 02043Q107 |
| The Vita Coco Company Inc | COM | $79.8M | 1,207,102 | — | 92846Q107 |
| Texas Instruments Inc. | COM | $79.1M | 265,222 | — | 882508104 |
| Power Integrations Inc. | COM | $77.9M | 930,059 | — | 739276103 |
| Axon Enterprise Inc | COM | $77.8M | 138,822 | — | 05464C101 |
| Coherent Corp | COM | $75.3M | 190,782 | — | 19247G107 |
| Heico Corp | COM | $75.1M | 210,755 | — | 422806109 |
| Raymond James Financial Inc. | COM | $70M | 460,228 | — | 754730109 |
| Nova Ltd | COM | $69.4M | 127,910 | — | M7516K103 |
| Micron Technology Inc. | COM | $68.7M | 59,538 | — | 595112103 |
| Datadog Inc | COM | $68M | 261,023 | — | 23804L103 |
| Cargurus Inc | COM | $67.4M | 1,976,348 | — | 141788109 |
| Palantir Technologies Inc | COM | $59.9M | 512,991 | — | 69608A108 |
| Crane NXT Co | COM | $59.7M | 1,166,261 | — | 224441105 |
| UMB Financial Corp. | COM | $56.6M | 396,647 | — | 902788108 |
| Qnity Electronics Inc. | COM | $56.4M | 345,316 | — | 74743L100 |
| Advanced Energy Industries, Inc. | COM | $56.1M | 150,510 | — | 007973100 |
| Cloudflare Inc | COM | $55.7M | 226,921 | — | 18915M107 |
| Teradyne Inc. | COM | $52.2M | 107,915 | — | 880770102 |
| Comfort Systems USA Inc. | COM | $50.9M | 25,704 | — | 199908104 |
| Fastenal Co. | COM | $50.4M | 1,050,122 | — | 311900104 |
| Valmont Industries, Inc. | COM | $50.3M | 87,143 | — | 920253101 |
| Carpenter Technology Corporation | COM | $49.8M | 80,779 | — | 144285103 |
| Ollies Bargain Outlet Holdings Inc. | COM | $48.7M | 633,391 | — | 681116109 |
| API Group Corp | COM | $48.7M | 1,149,291 | — | 00187Y100 |
| Dutch Bros Inc | COM | $46.6M | 648,457 | — | 26701L100 |
| Ross Stores Inc | COM | $45.2M | 212,568 | — | 778296103 |
| Caterpillar Inc | COM | $44.4M | 41,651 | — | 149123101 |
| Flowserve Corporation | COM | $43.7M | 589,829 | — | 34354P105 |
| Rubrik Inc. | COM | $43.3M | 539,684 | — | 781154109 |
| Karman Holdings Inc. | COM | $43.1M | 863,308 | — | 485924104 |
| Encompass Health Corporation | COM | $41.1M | 406,121 | — | 29261A100 |
| Dell Technologies Inc | COM | $40.8M | 94,675 | — | 24703L202 |
| Terreno Realty Corporation | COM | $39.3M | 606,005 | — | 88146M101 |
| CAVA Group Inc. | COM | $39.1M | 498,344 | — | 148929102 |
| D.R. Horton, Inc. | COM | $37.8M | 232,121 | — | 23331A109 |
| Entegris Inc | COM | $37.6M | 208,930 | — | 29362U104 |
| Roku Inc | COM | $36.8M | 266,609 | — | 77543R102 |
| MYR Grp Inc | COM | $36.8M | 73,509 | — | 55405W104 |
| Steris PLC | COM | $36M | 170,967 | — | G8473T100 |
| Expedia Group Inc | COM | $36M | 140,675 | — | 30212P303 |
| Analog Devices Inc. | COM | $35.3M | 88,902 | — | 032654105 |
| Martin Marietta Materials Inc | COM | $35.1M | 60,950 | — | 573284106 |
| Affirm Holdings Inc | COM | $34.8M | 426,470 | — | 00827B106 |
| JPMorgan Chase & Co. | COM | $34.2M | 104,517 | — | 46625H100 |
| Toast Inc | COM | $33.4M | 1,199,504 | — | 888787108 |
| Cintas Corporation | COM | $31.3M | 184,100 | — | 172908105 |
| Plexus Corp | COM | $31.2M | 103,733 | — | 729132100 |
| Medpace Holdings Inc. | COM | $31M | 58,479 | — | 58506Q109 |
| BJ Wholesale Club Holdings Inc | COM | $30.6M | 350,487 | — | 05550J101 |
| Congress Large Cap Growth Fund - Inst. Cl | COM | $28.5M | 555,130 | — | 74316J789 |
| Twilio Inc | COM | $28.5M | 138,114 | — | 90138F102 |
| Acm Research Inc | COM | $28.4M | 223,855 | — | 00108J109 |
| Solaris Energy Infrastructure Inc | COM | $27.8M | 344,935 | — | 83418M103 |
| Lincoln Electric Holdings Inc. | COM | $27.3M | 102,989 | — | 533900106 |
| Cisco Systems, Inc. | COM | $27.2M | 231,404 | — | 17275R102 |
| Globus Med Inc | COM | $26.8M | 338,625 | — | 379577208 |
| Samsara Inc | COM | $26.5M | 816,215 | — | 79589L106 |
| Virtu Financial Inc | COM | $26.3M | 441,795 | — | 928254101 |
| Marqeta Inc | COM | $25.9M | 1,592,210 | — | 57142B203 |
| Home Depot Inc. | COM | $24.5M | 69,579 | — | 437076102 |
| DigitalOcean Holdings Inc | COM | $24.5M | 155,865 | — | 25402D102 |
| Floor And Decor Holding Inc. | COM | $23.8M | 400,673 | — | 339750101 |
| KLA Corp. | COM | $23.7M | 78,629 | — | 482480100 |
| Range Resources Corp. | COM | $23.4M | 630,278 | — | 75281A109 |
| Lam Research Corporation | COM | $23.1M | 53,337 | — | 512807306 |
| Hawkins Inc | COM | $22.9M | 160,983 | — | 420261109 |
| iShares Trust RUS MD CP GR ETF | COM | $22.6M | 154,279 | — | 464287481 |
| Alphabet Inc. | COM | $22.3M | 63,061 | — | 02079K107 |
| E L F Beauty Inc | COM | $21M | 283,687 | — | 26856L103 |
| Amgen Inc. | COM | $20.8M | 57,526 | — | 031162100 |
| Ametek, Inc. | COM | $19.8M | 81,862 | — | 031100100 |
| NextEra Energy Inc | COM | $19.4M | 221,322 | — | 65339F101 |
| Linde PLC | COM | $18.7M | 35,950 | — | G54950103 |
| iShares Trust RUS 1000 GRW ETF | COM | $18.6M | 150,039 | — | 464287614 |
| M/I Homes Inc. | COM | $18.2M | 113,355 | — | 55305B101 |
| Bancorp Inc | COM | $17.9M | 286,531 | — | 05969A105 |
| TE Connectivity PLC | COM | $17.7M | 87,923 | — | G87052109 |
| Stryker Corporation | COM | $17.7M | 56,142 | — | 863667101 |
| CDW Corp | COM | $17.5M | 124,223 | — | 12514G108 |
| International Business Machines Corp. | COM | $17.4M | 61,981 | — | 459200101 |
| Wintrust Financial Corporation | COM | $17.4M | 108,377 | — | 97650W108 |
| Independence Realty Trust Inc | COM | $16.7M | 1,002,178 | — | 45378A106 |
| Marriott International, Inc. | COM | $16.7M | 45,119 | — | 571903202 |
| Black Hills Corporation | COM | $16.3M | 219,718 | — | 092113109 |
| Walmart Inc | COM | $16.1M | 142,051 | — | 931142103 |
| Avery Dennison Corporation | COM | $15.9M | 98,162 | — | 053611109 |
| MasterCard Incorporated | COM | $15.9M | 31,009 | — | 57636Q104 |
| TransMedics Group Inc. | COM | $15.1M | 227,834 | — | 89377M109 |
| Getty Realty Corp | COM | $15.1M | 453,158 | — | 374297109 |
| Okta Inc. | COM | $15.1M | 110,463 | — | 679295105 |
| Patrick Industries Inc. | COM | $14.9M | 166,517 | — | 703343103 |
| Chevron Corp. | COM | $14.9M | 90,038 | — | 166764100 |
| Krystal Biotech Inc | COM | $14.9M | 40,134 | — | 501147102 |
| The Sherwin-Williams Company | COM | $14.9M | 43,164 | — | 824348106 |
| Badger Meter Inc | COM | $14.8M | 100,030 | — | 056525108 |
| Vistra Corp | COM | $14.7M | 92,432 | — | 92840M102 |
| Winmark Corp. | COM | $14.6M | 34,581 | — | 974250102 |
| Netflix, Inc. | COM | $14.6M | 203,937 | — | 64110L106 |
| The Bank of New York Mellon Corp. | COM | $14.4M | 99,908 | — | 064058100 |
| Monster Beverage Corp | COM | $14.4M | 150,058 | — | 61174X109 |
| Cal-Maine Foods Inc. | COM | $14.1M | 175,608 | — | 128030202 |
| Celsius Holdings Inc. | COM | $13.9M | 476,163 | — | 15118V207 |
| Booking Holdings Inc | COM | $13.9M | 78,187 | — | 09857L108 |
| Neurocrine Biosciences Inc | COM | $13.9M | 82,486 | — | 64125C109 |
| CME Group Inc. | COM | $13.9M | 62,769 | — | 12572Q105 |
| Nomad Foods Ltd. | COM | $13.8M | 1,258,575 | — | G6564A105 |
| Amneal Pharmaceuticals Inc | COM | $13.5M | 782,778 | — | 03168L105 |
| Cameco Corporation | COM | $13.5M | 132,954 | — | 13321L108 |
| Hawaiian Electric Industries, Inc. | COM | $13.5M | 996,265 | — | 419870100 |
| Highwoods Properties, Inc. | COM | $13.4M | 444,745 | — | 431284108 |
| Cadence Design Systems, Inc. | COM | $13.1M | 34,920 | — | 127387108 |
| EOG Resources Inc. | COM | $13.1M | 100,743 | — | 26875P101 |
| ExlService Holdings Inc. | COM | $13.1M | 505,204 | — | 302081104 |
| Telephone and Data Systems Inc. | COM | $13M | 352,497 | — | 879433829 |
| Bank of Hawaii Corp. | COM | $13M | 158,975 | — | 062540109 |
| Garmin Ltd | COM | $12.8M | 53,999 | — | H2906T109 |
| McDonald's Corp. | COM | $12.5M | 46,088 | — | 580135101 |
| Fair Isaac Corporation | COM | $12.4M | 10,358 | — | 303250104 |
| iShares Trust RUSEL 2500 ETF | COM | $12.3M | 133,716 | — | 46435G268 |
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