CONGRESS ASSET MANAGEMENT CO
Holdings as of 2026-09-30, filed 2026-10-06 · recorded 2026-10-07 03:50:18.349 UTC
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 6 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
406
Value reported by manager
$15.4B
Sum of our stored positions
$15.4B
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
15.3%
of the positions shown
New positions
51
vs previous quarter
Exited
21
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA Corp. | COM | $587.3M | 2,571,429 | — | 67066G104 |
| Apple Inc. | COM | $530.9M | 1,594,177 | — | 037833100 |
| Alphabet Inc. | COM | $425M | 1,235,195 | — | 02079K305 |
| Microsoft Corp. | COM | $411M | 801,234 | — | 594918104 |
| Broadcom Inc | COM | $288.3M | 821,013 | — | 11135F101 |
| Halozyme Therapeutics Inc | COM | $251.9M | 2,281,615 | — | 40637H109 |
| Arista Networks Inc | COM | $213.7M | 1,049,467 | — | 040413205 |
| Ligand Pharmaceuticals Incorporated | COM | $205.7M | 658,556 | — | 53220K504 |
| Meta Platforms Inc | COM | $203.7M | 280,895 | — | 30303M102 |
| Repligen Corporation | COM | $196.2M | 1,020,907 | — | 759916109 |
| Visa Inc | COM | $187.6M | 522,219 | — | 92826C839 |
| Amazon.com, Inc. | COM | $184.6M | 741,049 | — | 023135106 |
| Costco Wholesale Corporation | COM | $183M | 201,044 | — | 22160K105 |
| Amphenol Corporation | COM | $181M | 2,147,483 | — | 032095101 |
| MongoDB Inc. | COM | $175.1M | 502,346 | — | 60937P106 |
| UFP Technologies Inc. | COM | $171.8M | 578,770 | — | 902673102 |
| Eaton Corporation PLC | COM | $169.3M | 393,986 | — | G29183103 |
| ASML Holding N.V. | COM | $162.2M | 89,548 | — | N07059210 |
| Welltower Inc. | COM | $160.4M | 696,783 | — | 95040Q104 |
| Moog Inc. | COM | $154M | 403,781 | — | 615394202 |
| GE Vernova Inc. | COM | $150.5M | 158,328 | — | 36828A101 |
| InterDigital, Inc. | COM | $149.4M | 458,053 | — | 45867G101 |
| TG Therapeutics Inc | COM | $145.4M | 2,606,516 | — | 88322Q108 |
| Eli Lilly & Co. | COM | $144.1M | 124,514 | — | 532457108 |
| Parker-Hannifin Corp. | COM | $139.6M | 146,145 | — | 701094104 |
| Novanta Inc | COM | $139.3M | 979,842 | — | 67000B104 |
| IMAX Corporation | COM | $139.3M | 2,541,756 | — | 45245E109 |
| JFrog Ltd | COM | $137.8M | 1,420,301 | — | M6191J100 |
| Howmet Aerospace Inc | COM | $134.9M | 596,554 | — | 443201108 |
| Enpro Inc | COM | $132M | 430,984 | — | 29355X107 |
| Brinker International, Inc. | COM | $130M | 671,777 | — | 109641100 |
| Interactive Brokers Group Inc | COM | $128.3M | 1,502,435 | — | 45841N107 |
| Goldman Sachs Group, Inc. | COM | $126.7M | 140,701 | — | 38141G104 |
| Micron Technology Inc. | COM | $126.2M | 118,460 | — | 595112103 |
| The TJX Companies Inc. | COM | $124.8M | 943,136 | — | 872540109 |
| Sensient Technologies Corp | COM | $121.8M | 932,079 | — | 81725T100 |
| Ecolab Inc. | COM | $119.4M | 434,723 | — | 278865100 |
| Commvault Systems Inc. | COM | $117.5M | 783,667 | — | 204166102 |
| LivaNova PLC | COM | $115M | 1,502,802 | — | G5509L101 |
| Williams Companies Inc. (The) | COM | $114.1M | 1,678,477 | — | 969457100 |
| Arm Holdings PLC | COM | $112.7M | 389,126 | — | 042068205 |
| Merit Medical Systems Inc. | COM | $108.7M | 1,260,675 | — | 589889104 |
| Shopify Inc | COM | $108.4M | 730,843 | — | 82509L107 |
| Champion Homes Inc. | COM | $104.8M | 1,222,557 | — | 830830105 |
| Hilton Worldwide Holdings Inc | COM | $104.6M | 328,708 | — | 43300A203 |
| PJT Partners Inc. | COM | $104M | 728,580 | — | 69343T107 |
| Vericel Corporation | COM | $102.4M | 2,552,066 | — | 92346J108 |
| NVent Electric PLC | COM | $100.4M | 626,243 | — | G6700G107 |
| Monolithic Power Systems Inc. | COM | $100.2M | 74,381 | — | 609839105 |
| Kirby Corp | COM | $99.9M | 761,099 | — | 497266106 |
| Federal Signal Corp. | COM | $99.1M | 894,846 | — | 313855108 |
| Boot Barn Holdings Inc | COM | $96.9M | 804,659 | — | 099406100 |
| Atlantic Union Bankshares Corp | COM | $96.1M | 2,531,692 | — | 04911A107 |
| Ameris Bancorp | COM | $95.7M | 1,202,889 | — | 03076K108 |
| Palantir Technologies Inc | COM | $94.8M | 506,678 | — | 69608A108 |
| Texas Instruments Inc. | COM | $94M | 335,540 | — | 882508104 |
| Crowdstrike Holdings Inc | COM | $93M | 351,357 | — | 22788C105 |
| IDEXX Laboratories Inc. | COM | $91.7M | 175,592 | — | 45168D104 |
| Veracyte Inc | COM | $90M | 1,954,198 | — | 92337F107 |
| Moodys Corp. | COM | $88.6M | 195,064 | — | 615369105 |
| CSW Industrials Inc. | COM | $86.9M | 301,580 | — | 126402106 |
| Quanta Services, Inc. | COM | $86.5M | 134,630 | — | 74762E102 |
| Mirion Technologies Inc | COM | $85.2M | 6,034,528 | — | 60471A101 |
| ACI Worldwide Inc | COM | $84.9M | 1,737,223 | — | 004498101 |
| AeroVironment, Inc. | COM | $84.6M | 595,134 | — | 008073108 |
| Curtiss-Wright Corp. | COM | $84.4M | 155,176 | — | 231561101 |
| Balchem Corp | COM | $83M | 502,951 | — | 057665200 |
| Plexus Corp | COM | $82.3M | 315,396 | — | 729132100 |
| Rubrik Inc. | COM | $81.9M | 715,550 | — | 781154109 |
| Lemaitre Vascular Inc. | COM | $79.4M | 961,514 | — | 525558201 |
| Clear Secure Inc | COM | $78.8M | 1,879,457 | — | 18467V109 |
| Archrock Inc | COM | $76.7M | 2,532,464 | — | 03957W106 |
| Emcor Group Inc | COM | $76.6M | 101,518 | — | 29084Q100 |
| Cloudflare Inc | COM | $76.4M | 220,097 | — | 18915M107 |
| Medtronic PLC | COM | $76.2M | 883,081 | — | G5960L103 |
| Tesla Inc | COM | $73.2M | 206,310 | — | 88160R101 |
| Tapestry Inc | COM | $72.5M | 629,789 | — | 876030107 |
| Raymond James Financial Inc. | COM | $71.5M | 452,328 | — | 754730109 |
| The Vita Coco Company Inc | COM | $71M | 1,240,321 | — | 92846Q107 |
| Datadog Inc | COM | $69.2M | 252,607 | — | 23804L103 |
| Lumentum Holdings Inc. | COM | $69.1M | 71,116 | — | 55024U109 |
| Crane Co. | COM | $67.3M | 329,833 | — | 224408104 |
| Cargurus Inc | COM | $66.2M | 2,125,686 | — | 141788109 |
| JBT Marel Corp. | COM | $63.1M | 598,050 | — | 477839104 |
| BEL Fuse Inc | COM | $63.1M | 258,484 | — | 077347300 |
| Heico Corp | COM | $62M | 204,653 | — | 422806109 |
| Axon Enterprise Inc | COM | $57M | 134,878 | — | 05464C101 |
| Casey'S General Stores Inc. | COM | $57M | 93,641 | — | 147528103 |
| Crane NXT Co | COM | $55.8M | 1,185,663 | — | 224441105 |
| Materion Corp | COM | $51.8M | 192,274 | — | 576690101 |
| Toast Inc | COM | $50.9M | 1,755,072 | — | 888787108 |
| Fastenal Co. | COM | $50.8M | 1,024,675 | — | 311900104 |
| Dell Technologies Inc | COM | $49M | 91,101 | — | 24703L202 |
| Ross Stores Inc | COM | $48.4M | 207,212 | — | 778296103 |
| Encompass Health Corporation | COM | $48.2M | 396,336 | — | 29261A100 |
| UMB Financial Corp. | COM | $47.5M | 365,186 | — | 902788108 |
| Power Integrations Inc. | COM | $47.3M | 914,069 | — | 739276103 |
| Twilio Inc | COM | $46.9M | 160,425 | — | 90138F102 |
| Qnity Electronics Inc. | COM | $44.4M | 352,795 | — | 74743L100 |
| API Group Corp | COM | $43.2M | 1,119,006 | — | 00187Y100 |
| Ventas Inc. | COM | $42.7M | 502,287 | — | 92276F100 |
| Teradyne Inc. | COM | $42.7M | 106,439 | — | 880770102 |
| JPMorgan Chase & Co. | COM | $42.2M | 127,614 | — | 46625H100 |
| MYR Grp Inc | COM | $41.9M | 143,103 | — | 55405W104 |
| Flowserve Corporation | COM | $41.8M | 571,051 | — | 34354P105 |
| Advanced Energy Industries, Inc. | COM | $41.6M | 147,598 | — | 007973100 |
| Valmont Industries, Inc. | COM | $41.3M | 89,169 | — | 920253101 |
| Roku Inc | COM | $39.7M | 260,792 | — | 77543R102 |
| Rambus Inc. | COM | $38.1M | 356,996 | — | 750917106 |
| Medpace Holdings Inc. | COM | $37.7M | 60,479 | — | 58506Q109 |
| Expedia Group Inc | COM | $37M | 140,303 | — | 30212P303 |
| Steris PLC | COM | $36.7M | 174,713 | — | G8473T100 |
| Cintas Corporation | COM | $34.9M | 178,785 | — | 172908105 |
| Analog Devices Inc. | COM | $34.7M | 87,402 | — | 032654105 |
| Karman Holdings Inc. | COM | $34.7M | 1,068,811 | — | 485924104 |
| BJ Wholesale Club Holdings Inc | COM | $33.7M | 365,865 | — | 05550J101 |
| Sterling Infrastructure Inc | COM | $33.1M | 67,268 | — | 859241101 |
| Entegris Inc | COM | $32.9M | 213,382 | — | 29362U104 |
| Williams-Sonoma Inc. | COM | $32.7M | 143,631 | — | 969904101 |
| Caterpillar Inc | COM | $32.2M | 39,765 | — | 149123101 |
| Samsara Inc | COM | $32.2M | 844,722 | — | 79589L106 |
| Carpenter Technology Corporation | COM | $32M | 82,280 | — | 144285103 |
| Royalty Pharma PLC | COM | $30.8M | 527,094 | — | G7709Q104 |
| Amneal Pharmaceuticals Inc | COM | $30.7M | 1,524,355 | — | 03168L105 |
| Terreno Realty Corporation | COM | $30.6M | 474,049 | — | 88146M101 |
| Affirm Holdings Inc | COM | $30.4M | 439,115 | — | 00827B106 |
| E L F Beauty Inc | COM | $30.3M | 299,742 | — | 26856L103 |
| Congress Large Cap Growth Fund - Inst. Cl | COM | $29.4M | 557,409 | — | 74316J789 |
| TKO Group Holdings Inc. | COM | $29M | 161,085 | — | 87256C101 |
| Lincoln Electric Holdings Inc. | COM | $27.8M | 105,241 | — | 533900106 |
| Globus Med Inc | COM | $27M | 361,026 | — | 379577208 |
| Alphabet Inc. | COM | $25.8M | 75,582 | — | 02079K107 |
| Rio Tinto Finance (USA) plc | COM | $25.5M | 26,010,000 | — | 76720AAS5 |
| Credo Technology Group Holding Ltd | COM | $25M | 128,537 | — | G25457105 |
| IQVIA Holdings Inc. | COM | $24.6M | 91,352 | — | 46266C105 |
| Madison Square Garden Entertainment Corp New | COM | $24.3M | 303,087 | — | 558256103 |
| Range Resources Corp. | COM | $24.2M | 652,173 | — | 75281A109 |
| Cisco Systems, Inc. | COM | $24.1M | 224,215 | — | 17275R102 |
| Virtu Financial Inc | COM | $23.9M | 433,662 | — | 928254101 |
| Solaris Energy Infrastructure Inc | COM | $23.9M | 335,229 | — | 83418M103 |
| MasterCard Incorporated | COM | $23.8M | 43,132 | — | 57636Q104 |
| Cognex Corp | COM | $23.6M | 389,510 | — | 192422103 |
| Amgen Inc. | COM | $23.6M | 55,976 | — | 031162100 |
| Dutch Bros Inc | COM | $23.4M | 607,886 | — | 26701L100 |
| O'Reilly Automotive Inc. | COM | $23.2M | 271,323 | — | 67103H107 |
| Okta Inc. | COM | $22.5M | 107,653 | — | 679295105 |
| Acm Research Inc | COM | $22.4M | 277,150 | — | 00108J109 |
| TransMedics Group Inc. | COM | $21.1M | 252,952 | — | 89377M109 |
| Sitime Corporation | COM | $20.9M | 32,002 | — | 82982T106 |
| CAVA Group Inc. | COM | $20.5M | 378,086 | — | 148929102 |
| Ollies Bargain Outlet Holdings Inc. | COM | $20.1M | 234,265 | — | 681116109 |
| DigitalOcean Holdings Inc | COM | $19.8M | 148,065 | — | 25402D102 |
| Hawkins Inc | COM | $19.6M | 155,499 | — | 420261109 |
| Black Hills Corporation | COM | $18.7M | 267,370 | — | 092113109 |
| Home Depot Inc. | COM | $18.7M | 65,755 | — | 437076102 |
| M/I Homes Inc. | COM | $18.6M | 137,872 | — | 55305B101 |
| ExlService Holdings Inc. | COM | $18.5M | 537,766 | — | 302081104 |
| Floor And Decor Holding Inc. | COM | $18.4M | 401,662 | — | 339750101 |
| Krystal Biotech Inc | COM | $18M | 54,083 | — | 501147102 |
| Linde PLC | COM | $18M | 37,856 | — | G54950103 |
| TE Connectivity PLC | COM | $17.9M | 84,885 | — | G87052109 |
| Chevron Corp. | COM | $17.9M | 87,487 | — | 166764100 |
| Independence Realty Trust Inc | COM | $17.7M | 1,216,370 | — | 45378A106 |
| Avery Dennison Corporation | COM | $17.6M | 103,236 | — | 053611109 |
| The Bank of New York Mellon Corp. | COM | $17.5M | 121,188 | — | 064058100 |
| Neurocrine Biosciences Inc | COM | $17.1M | 120,842 | — | 64125C109 |
| Stryker Corporation | COM | $17.1M | 62,186 | — | 863667101 |
| Lam Research Corporation | COM | $16.9M | 51,381 | — | 512807306 |
| Huron Consulting Group Inc. | COM | $16.7M | 106,781 | — | 447462102 |
| Bancorp Inc | COM | $16.7M | 347,585 | — | 05969A105 |
| Martin Marietta Materials Inc | COM | $16.7M | 34,858 | — | 573284106 |
| Wintrust Financial Corporation | COM | $16.6M | 117,250 | — | 97650W108 |
| CDW Corp | COM | $16.6M | 129,393 | — | 12514G108 |
| NextEra Energy Inc | COM | $16.4M | 216,558 | — | 65339F101 |
| Booking Holdings Inc | COM | $16.2M | 99,532 | — | 09857L108 |
| Exxonmobil Holdings Corp. | COM | $15.9M | 97,510 | — | 30233Q108 |
| Nomad Foods Ltd. | COM | $15.8M | 1,531,380 | — | G6564A105 |
| Highwoods Properties, Inc. | COM | $15.7M | 539,858 | — | 431284108 |
| CME Group Inc. | COM | $15.7M | 59,774 | — | 12572Q105 |
| Getty Realty Corp | COM | $15.5M | 549,989 | — | 374297109 |
| Comfort Systems USA Inc. | COM | $15.5M | 9,376 | — | 199908104 |
| Marriott International, Inc. | COM | $15.5M | 43,563 | — | 571903202 |
| Garmin Ltd | COM | $15M | 52,199 | — | H2906T109 |
| KLA Corp. | COM | $14.9M | 76,669 | — | 482480100 |
| Otter Tail Corporation | COM | $14.6M | 165,683 | — | 689648103 |
| The Hanover Insurance Group, Inc. | COM | $14.5M | 67,810 | — | 410867105 |
| Walmart Inc | COM | $14.4M | 138,293 | — | 931142103 |
| Relay Therapeutics Inc | COM | $14.1M | 779,544 | — | 75943R102 |
| Keysight Technologies, Inc. | COM | $13.9M | 38,272 | — | 49338L103 |
| Telephone and Data Systems Inc. | COM | $13.9M | 410,666 | — | 879433829 |
| Cal-Maine Foods Inc. | COM | $13.8M | 202,936 | — | 128030202 |
| Patrick Industries Inc. | COM | $13.7M | 202,196 | — | 703343103 |
| The Sherwin-Williams Company | COM | $13.6M | 42,033 | — | 824348106 |
| Intuitive Surgical Inc. | COM | $13.5M | 33,101 | — | 46120E602 |
| EOG Resources Inc. | COM | $13.4M | 97,266 | — | 26875P101 |
| Bank of Hawaii Corp. | COM | $13.4M | 194,081 | — | 062540109 |
| DHT Holdings Inc. | COM | $13.3M | 588,373 | — | Y2065G121 |
| Netflix, Inc. | COM | $13.2M | 189,186 | — | 64110L106 |
| BankUnited Inc. | COM | $12.9M | 306,147 | — | 06652K103 |
| Badger Meter Inc | COM | $12.7M | 102,581 | — | 056525108 |
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 2026-10-06