# CONGRESS ASSET MANAGEMENT CO

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 897378. Source: https://holderbook.com/funds/897378-congress-asset-management-co/

- Reported value: $15.4B
- Positions: 406
- Weight of the ten largest: 21.5%
- Filed: 2026-10-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $587.3M | 2,571,429 | 3.8% | 22 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $530.9M | 1,594,177 | 3.4% | 32 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $425.0M | 1,235,195 | 2.8% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $411.0M | 801,234 | 2.7% | 32 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $288.3M | 821,013 | 1.9% | 32 |
| HALOZYME THERAPEUTICS INC | [HALO](https://holderbook.com/stocks/HALO/) | $251.9M | 2,281,615 | 1.6% | 14 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $213.7M | 1,049,467 | 1.4% | 8 |
| LIGAND PHARMACEUTICALS INC | [LGND](https://holderbook.com/stocks/LGND/) | $205.7M | 658,556 | 1.3% | 10 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $203.7M | 280,895 | 1.3% | 15 |
| REPLIGEN CORP | [RGEN](https://holderbook.com/stocks/RGEN/) | $196.2M | 1,020,907 | 1.3% | 32 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $187.6M | 522,219 | 1.2% | 32 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $184.6M | 741,049 | 1.2% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $183.0M | 201,044 | 1.2% | 32 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $181.0M | 2,147,483 | 1.2% | 32 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $175.1M | 502,346 | 1.1% | 4 |
| UFP TECHNOLOGIES INC | [UFPT](https://holderbook.com/stocks/UFPT/) | $171.8M | 578,770 | 1.1% | 17 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $169.3M | 393,986 | 1.1% | 24 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $162.2M | 89,548 | 1.1% | 16 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $160.4M | 696,783 | 1.0% | 6 |
| MOOG INC | [MOGA](https://holderbook.com/stocks/MOGA/) | $154.0M | 403,781 | 1.0% | 13 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $150.5M | 158,328 | 1.0% | 4 |
| INTERDIGITAL INC | [IDCC](https://holderbook.com/stocks/IDCC/) | $149.4M | 458,053 | 1.0% | 8 |
| TG THERAPEUTICS INC | [TGTX](https://holderbook.com/stocks/TGTX/) | $145.4M | 2,606,516 | 0.9% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $144.1M | 124,514 | 0.9% | 19 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $139.6M | 146,145 | 0.9% | 12 |
| NOVANTA INC | [NOVT](https://holderbook.com/stocks/NOVT/) | $139.3M | 979,842 | 0.9% | 5 |
| IMAX CORP | [IMAX](https://holderbook.com/stocks/IMAX/) | $139.3M | 2,541,756 | 0.9% | 3 |
| JFROG LTD | [FROG](https://holderbook.com/stocks/FROG/) | $137.8M | 1,420,301 | 0.9% | 3 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $134.9M | 596,554 | 0.9% | 10 |
| ENPRO INC | [NPO](https://holderbook.com/stocks/NPO/) | $132.0M | 430,984 | 0.9% | 21 |
| BRINKER INTL INC | [EAT](https://holderbook.com/stocks/EAT/) | $130.0M | 671,777 | 0.8% | 4 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $128.3M | 1,502,435 | 0.8% | 4 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $126.7M | 140,701 | 0.8% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $126.2M | 118,460 | 0.8% | 2 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $124.8M | 943,136 | 0.8% | 32 |
| SENSIENT TECHNOLOGIES CORP | [SXT](https://holderbook.com/stocks/SXT/) | $121.8M | 932,079 | 0.8% | 7 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $119.4M | 434,723 | 0.8% | 10 |
| COMMVAULT SYS INC | [CVLT](https://holderbook.com/stocks/CVLT/) | $117.5M | 783,667 | 0.8% | 10 |
| LIVANOVA PLC | [LIVN](https://holderbook.com/stocks/LIVN/) | $115.0M | 1,502,802 | 0.7% | 3 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $114.1M | 1,678,477 | 0.7% | 7 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $112.7M | 389,126 | 0.7% | 2 |
| MERIT MED SYS INC | [MMSI](https://holderbook.com/stocks/MMSI/) | $108.7M | 1,260,675 | 0.7% | 12 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $108.4M | 730,843 | 0.7% | 8 |
| CHAMPION HOMES INC | [SKY](https://holderbook.com/stocks/SKY/) | $104.8M | 1,222,557 | 0.7% | 22 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $104.6M | 328,708 | 0.7% | 3 |
| PJT PARTNERS INC | [PJT](https://holderbook.com/stocks/PJT/) | $104.0M | 728,580 | 0.7% | 10 |
| VERICEL CORP | [VCEL](https://holderbook.com/stocks/VCEL/) | $102.4M | 2,552,066 | 0.7% | 13 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $100.4M | 626,243 | 0.7% | 13 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $100.2M | 74,381 | 0.6% | 32 |
| KIRBY CORP | [KEX](https://holderbook.com/stocks/KEX/) | $99.9M | 761,099 | 0.6% | 4 |
| FEDERAL SIGNAL CORP | [FSS](https://holderbook.com/stocks/FSS/) | $99.1M | 894,846 | 0.6% | 6 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $96.9M | 804,659 | 0.6% | 31 |
| ATLANTIC UN BANKSHARES CORP | [AUB](https://holderbook.com/stocks/AUB/) | $96.1M | 2,531,692 | 0.6% | 6 |
| AMERIS BANCORP | [ABCB](https://holderbook.com/stocks/ABCB/) | $95.7M | 1,202,889 | 0.6% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $94.8M | 506,678 | 0.6% | 7 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $94.0M | 335,540 | 0.6% | 8 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $93.0M | 351,357 | 0.6% | 1 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $91.7M | 175,592 | 0.6% | 32 |
| VERACYTE INC | [VCYT](https://holderbook.com/stocks/VCYT/) | $90.0M | 1,954,198 | 0.6% | 1 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $88.6M | 195,064 | 0.6% | 32 |
| CSW INDUSTRIALS INC | [CSW](https://holderbook.com/stocks/CSW/) | $86.9M | 301,580 | 0.6% | 15 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $86.5M | 134,630 | 0.6% | 18 |
| MIRION TECHNOLOGIES INC | [MIR](https://holderbook.com/stocks/MIR/) | $85.2M | 6,034,528 | 0.6% | 3 |
| ACI WORLDWIDE INC | [ACIW](https://holderbook.com/stocks/ACIW/) | $84.9M | 1,737,223 | 0.6% | 8 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $84.6M | 595,134 | 0.5% | 17 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $84.4M | 155,176 | 0.5% | 19 |
| BALCHEM CORP | [BCPC](https://holderbook.com/stocks/BCPC/) | $83.0M | 502,951 | 0.5% | 32 |
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $82.3M | 315,396 | 0.5% | 22 |
| RUBRIK INC. | [RBRK](https://holderbook.com/stocks/RBRK/) | $81.9M | 715,550 | 0.5% | 3 |
| LEMAITRE VASCULAR INC | [LMAT](https://holderbook.com/stocks/LMAT/) | $79.4M | 961,514 | 0.5% | 26 |
| CLEAR SECURE INC | [YOU](https://holderbook.com/stocks/YOU/) | $78.8M | 1,879,457 | 0.5% | 1 |
| ARCHROCK INC | [AROC](https://holderbook.com/stocks/AROC/) | $76.7M | 2,532,464 | 0.5% | 2 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $76.6M | 101,518 | 0.5% | 32 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $76.4M | 220,097 | 0.5% | 6 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $76.2M | 883,081 | 0.5% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $73.2M | 206,310 | 0.5% | 7 |
| TAPESTRY INC | [TPR](https://holderbook.com/stocks/TPR/) | $72.5M | 629,789 | 0.5% | 5 |
| RAYMOND JAMES FINL INC | [RJF](https://holderbook.com/stocks/RJF/) | $71.5M | 452,328 | 0.5% | 32 |
| VITA COCO CO INC | [COCO](https://holderbook.com/stocks/COCO/) | $71.0M | 1,240,321 | 0.5% | 2 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $69.2M | 252,607 | 0.4% | 7 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $69.1M | 71,116 | 0.4% | 1 |
| CRANE COMPANY | [CR](https://holderbook.com/stocks/CR/) | $67.3M | 329,833 | 0.4% | 14 |
| CARGURUS INC | [CARG](https://holderbook.com/stocks/CARG/) | $66.2M | 2,125,686 | 0.4% | 5 |
| JBT MAREL CORPORATION | [JBTM](https://holderbook.com/stocks/JBTM/) | $63.1M | 598,050 | 0.4% | 6 |
| BEL FUSE INC | [BELFB](https://holderbook.com/stocks/BELFB/) | $63.1M | 258,484 | 0.4% | 1 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $62.0M | 204,653 | 0.4% | 32 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $57.0M | 134,878 | 0.4% | 2 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $57.0M | 93,641 | 0.4% | 11 |
| CRANE NXT CO | [CXT](https://holderbook.com/stocks/CXT/) | $55.8M | 1,185,663 | 0.4% | 12 |
| MATERION CORP | [MTRN](https://holderbook.com/stocks/MTRN/) | $51.8M | 192,274 | 0.3% | 1 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $50.9M | 1,755,072 | 0.3% | 5 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $50.8M | 1,024,675 | 0.3% | 6 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $49.0M | 91,101 | 0.3% | 8 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $48.4M | 207,212 | 0.3% | 4 |
| ENCOMPASS HEALTH CORP | [EHC](https://holderbook.com/stocks/EHC/) | $48.2M | 396,336 | 0.3% | 6 |
| UMB FINL CORP | [UMBF](https://holderbook.com/stocks/UMBF/) | $47.5M | 365,186 | 0.3% | 29 |
| POWER INTEGRATIONS INC | [POWI](https://holderbook.com/stocks/POWI/) | $47.3M | 914,069 | 0.3% | 2 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $46.9M | 160,425 | 0.3% | 2 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $44.4M | 352,795 | 0.3% | 3 |
| API GROUP CORP | [APG](https://holderbook.com/stocks/APG/) | $43.2M | 1,119,006 | 0.3% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.4% | +14.8% | +1.6% | 100% |
| Q1 2026 | -2.8% | -4.6% | +1.8% | 99% |
| Q4 2025 | -2.9% | +2.4% | -5.2% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +12.4% | +10.5% | +2.0% | 100% |
| Q1 2025 | -6.6% | -4.6% | -2.0% | 100% |
| Q4 2024 | +0.7% | +2.1% | -1.5% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $15.4B | 406 |
| Q2 2026 | $16.3B | 376 |
| Q1 2026 | $14.0B | 417 |
| Q4 2025 | $14.2B | 381 |
| Q3 2025 | $15.0B | 392 |
| Q2 2025 | $14.6B | 382 |
| Q1 2025 | $13.4B | 365 |
| Q4 2024 | $14.8B | 386 |
| Q3 2024 | $14.7B | 357 |
| Q2 2024 | $14.0B | 364 |
| Q1 2024 | $14.0B | 357 |
| Q4 2023 | $12.7B | 371 |