Congress Asset Management Co
Net buyer this quarter
$16.3B
346
+$123M
18.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $526M | 3.24% | 0.01% | +4.7% | Q2 2025 |
 AAPL | $466M | 2.87% | 0.01% | -1.3% | Q2 2025 |
 GOOGL | $365M | 2.24% | 0.01% | -3.3% | Q2 2025 |
 MSFT | $304M | 1.87% | 0.01% | +27.8% | Q2 2025 |
 AVGO | $279M | 1.72% | 0.02% | -2.6% | Q2 2025 |
 V | $228M | 1.40% | 0.04% | +18.0% | Q2 2025 |
 GEV | $226M | 1.39% | 0.07% | -3.1% | Q4 2025 |
 APH | $215M | 1.32% | 0.10% | +26.2% | Q2 2025 |
 LGND | $209M | 1.28% | 3.31% | +30.8% | Q2 2025 |
 ANET | $200M | 1.23% | 0.09% | -32.1% | Q2 2025 |
 COST | $195M | 1.20% | 0.05% | -3.3% | Q2 2025 |
 STRL | $193M | 1.19% | 0.75% | -53.7% | Q2 2025 |
 GS | $184M | 1.13% | 0.06% | -3.9% | Q2 2025 |
 UFPT | $182M | 1.12% | 8.88% | +31.3% | Q2 2025 |
 ETN | $176M | 1.08% | 0.11% | -18.0% | Q2 2025 |
 ASML | $176M | 1.08% | 0.02% | +6.8% | Q2 2025 |
 AMZN | $175M | 1.08% | 0.01% | -18.7% | Q2 2025 |
 MOG.A | $172M | 1.06% | Not reported | +0.9% | Q2 2025 |
 MDB | $172M | 1.06% | 0.64% | +69.3% | Q4 2025 |
 MOD | $168M | 1.03% | 1.19% | -3.3% | Q2 2025 |
 HWM | $167M | 1.03% | 0.16% | -21.8% | Q2 2025 |
 NVT | $167M | 1.03% | 0.61% | -12.3% | Q2 2025 |
 META | $165M | 1.01% | Not reported | -3.9% | Q2 2025 |
 WELL | $164M | 1.01% | 0.10% | -3.8% | Q2 2025 |
 NPO | $163M | 1.00% | 2.05% | +8.7% | Q2 2025 |
 NOVT | $158M | 0.97% | 2.73% | +7.0% | Q3 2025 |
 CW | $151M | 0.93% | 0.54% | -12.8% | Q2 2025 |
 PH | $150M | 0.92% | 0.12% | -4.0% | Q2 2025 |
 LLY | $148M | 0.91% | 0.01% | +18.2% | Q2 2025 |
 ARM | $145M | 0.89% | 0.04% | New | Q2 2026 |
 TGTX | $143M | 0.88% | 1.70% | +19.9% | Q4 2025 |
 TKO | $142M | 0.88% | Not reported | -2.9% | Q2 2025 |
 TJX | $140M | 0.86% | 0.08% | -23.2% | Q2 2025 |
 RGEN | $138M | 0.85% | 1.79% | +26.9% | Q2 2025 |
 ORLY | $135M | 0.83% | 0.18% | -3.6% | Q2 2025 |
 IBKR | $133M | 0.82% | 0.60% | +57.3% | Q4 2025 |
 BOOT | $131M | 0.81% | 2.63% | +11.2% | Q2 2025 |
 CVLT | $131M | 0.81% | 2.23% | +20.1% | Q2 2025 |
 WMB | $130M | 0.80% | 0.14% | -4.0% | Q2 2025 |
 VCEL | $130M | 0.80% | 5.70% | +93.5% | Q2 2025 |
 UTI | $128M | 0.79% | 5.45% | +39.4% | Q2 2025 |
 ECL | $127M | 0.78% | 0.16% | -4.1% | Q2 2025 |
 CRDO | $125M | 0.77% | 0.25% | +28.1% | Q2 2025 |
 LIVN | $124M | 0.76% | 2.73% | +17.8% | Q1 2026 |
 MIR | $120M | 0.74% | 35.66% | +500.1% | Q1 2026 |
 ISRG | $120M | 0.74% | 0.09% | -3.7% | Q2 2025 |
 IDCC | $119M | 0.73% | 1.63% | +9.2% | Q2 2025 |
 PWR | $118M | 0.72% | 0.11% | -4.0% | Q2 2025 |
 KLIC | $117M | 0.72% | 1.68% | New | Q2 2026 |
 EAT | $115M | 0.71% | 1.62% | +11.3% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $438M | 3.14% | 0.01% | -1.1% | Q2 2025 |
| AAPL | $414M | 2.97% | 0.01% | -0.7% | Q2 2025 |
| GOOGL | $303M | 2.17% | 0.01% | -1.1% | Q2 2025 |
| MSFT | $236M | 1.69% | 0.01% | -0.8% | Q2 2025 |
| AVGO | $235M | 1.68% | 0.02% | +3.6% | Q2 2025 |
| COST | $215M | 1.54% | 0.05% | -0.7% | Q2 2025 |
| ANET | $213M | 1.52% | 0.14% | -1.5% | Q2 2025 |
| STRL | $202M | 1.45% | 1.62% | +6.0% | Q2 2025 |
| TJX | $192M | 1.38% | 0.11% | -1.6% | Q2 2025 |
| AMZN | $188M | 1.35% | 0.01% | -0.5% | Q2 2025 |
| HWM | $184M | 1.32% | 0.20% | -1.2% | Q2 2025 |
| ETN | $180M | 1.29% | 0.13% | -0.9% | Q2 2025 |
| META | $174M | 1.25% | Not reported | -0.5% | Q2 2025 |
| GEV | $174M | 1.24% | 0.07% | +3.7% | Q4 2025 |
| V | $170M | 1.22% | 0.03% | -1.0% | Q2 2025 |
| GS | $160M | 1.15% | 0.06% | -26.1% | Q2 2025 |
| CW | $155M | 1.11% | 0.62% | -15.6% | Q2 2025 |
| WELL | $148M | 1.06% | 0.11% | -0.4% | Q2 2025 |
| TKO | $147M | 1.05% | Not reported | +33.1% | Q2 2025 |
| ISRG | $144M | 1.03% | 0.09% | -0.7% | Q2 2025 |
| PH | $143M | 1.02% | 0.13% | -14.6% | Q2 2025 |
| MOD | $141M | 1.01% | 1.23% | +14.4% | Q2 2025 |
| ORLY | $141M | 1.01% | 0.18% | -0.8% | Q2 2025 |
 MLM | $140M | 1.00% | 0.40% | -0.7% | Q2 2025 |
| NVT | $133M | 0.95% | 0.69% | -3.0% | Q2 2025 |
| WMB | $132M | 0.95% | 0.15% | -1.4% | Q2 2025 |
| ECL | $126M | 0.90% | 0.17% | -1.6% | Q2 2025 |
| APH | $122M | 0.88% | 0.08% | +0.5% | Q2 2025 |
| MOG.A | $118M | 0.84% | Not reported | +9.9% | Q2 2025 |
 PRIM | $117M | 0.84% | 1.51% | +0.4% | Q2 2025 |
| IDCC | $117M | 0.84% | 1.49% | +9.9% | Q2 2025 |
 RMBS | $110M | 0.79% | 1.18% | -9.5% | Q2 2025 |
| ASML | $109M | 0.78% | 0.02% | +538.5% | Q2 2025 |
| NOVT | $107M | 0.77% | 2.55% | +48.7% | Q3 2025 |
 HLT | $107M | 0.77% | 0.15% | New | Q1 2026 |
| BOOT | $105M | 0.75% | 2.36% | +15.3% | Q2 2025 |
 PEN | $104M | 0.75% | 0.81% | -17.0% | Q2 2025 |
 NVMI | $104M | 0.75% | 0.75% | -17.7% | Q2 2025 |
 BSX | $102M | 0.73% | 0.11% | -1.2% | Q2 2025 |
| UFPT | $101M | 0.73% | 6.77% | +18.7% | Q2 2025 |
| LGND | $101M | 0.72% | 2.52% | +5.1% | Q2 2025 |
 UBER | $100M | 0.72% | 0.07% | -2.8% | Q2 2025 |
| NPO | $99.9M | 0.72% | 1.88% | +5.9% | Q2 2025 |
 TMO | $98.4M | 0.71% | 0.05% | -4.2% | Q2 2025 |
| LLY | $95.8M | 0.69% | 0.01% | +653.4% | Q2 2025 |
 ALNY | $94.5M | 0.68% | 0.22% | +6.1% | Q3 2025 |
| RGEN | $94M | 0.67% | 1.41% | +6.9% | Q2 2025 |
 SHOP | $93.9M | 0.67% | 0.20% | -1.3% | Q2 2025 |
 IDXX | $93.7M | 0.67% | 0.21% | +8.3% | Q2 2025 |
| PWR | $93.4M | 0.67% | 0.11% | -4.2% | Q2 2025 |
| Q4 2025 | |||||
| NVDA | $473M | 3.33% | 0.01% | -3.8% | Q2 2025 |
| AAPL | $447M | 3.14% | 0.01% | +16.2% | Q2 2025 |
| GOOGL | $334M | 2.35% | 0.01% | -1.6% | Q2 2025 |
| MSFT | $311M | 2.19% | 0.01% | -2.3% | Q2 2025 |
| AVGO | $253M | 1.78% | 0.02% | -0.9% | Q2 2025 |
| ANET | $230M | 1.62% | 0.14% | -2.2% | Q2 2025 |
| GS | $225M | 1.59% | 0.09% | -1.7% | Q2 2025 |
| AMZN | $209M | 1.47% | 0.01% | -1.8% | Q2 2025 |
| META | $202M | 1.42% | Not reported | -10.1% | Q2 2025 |
| V | $199M | 1.40% | 0.03% | -1.8% | Q2 2025 |
| TJX | $188M | 1.32% | 0.11% | -1.7% | Q2 2025 |
| COST | $188M | 1.32% | 0.05% | -2.3% | Q2 2025 |
| ISRG | $178M | 1.25% | 0.09% | -1.6% | Q2 2025 |
| HWM | $165M | 1.16% | 0.20% | -2.4% | Q2 2025 |
| PH | $164M | 1.15% | 0.15% | -1.8% | Q2 2025 |
| ETN | $162M | 1.14% | 0.13% | -2.2% | Q2 2025 |
| BSX | $157M | 1.11% | 0.11% | -2.0% | Q2 2025 |
| MLM | $149M | 1.05% | 0.40% | -2.0% | Q2 2025 |
| CW | $149M | 1.05% | 0.73% | -10.4% | Q2 2025 |
| STRL | $144M | 1.01% | 1.53% | -7.9% | Q2 2025 |
| ORLY | $140M | 0.99% | 0.18% | -1.9% | Q2 2025 |
| WELL | $140M | 0.98% | 0.11% | +28.0% | Q2 2025 |
 DELL | $137M | 0.96% | 0.16% | -1.3% | Q2 2025 |
| APH | $130M | 0.92% | 0.08% | -0.6% | Q2 2025 |
 NOW | $130M | 0.91% | 0.08% | -2.9% | Q2 2025 |
| RMBS | $130M | 0.91% | 1.31% | +4.7% | Q2 2025 |
 NFLX | $129M | 0.91% | 0.03% | -1.4% | Q2 2025 |
| SHOP | $129M | 0.91% | 0.20% | -1.9% | Q2 2025 |
| ECL | $127M | 0.89% | 0.17% | -1.7% | Q2 2025 |
| GEV | $125M | 0.88% | 0.07% | New | Q4 2025 |
 SNPS | $123M | 0.87% | 0.14% | -3.1% | Q2 2025 |
| RGEN | $122M | 0.86% | 1.33% | +241.4% | Q2 2025 |
| TMO | $121M | 0.85% | 0.06% | +39.4% | Q2 2025 |
| PEN | $119M | 0.84% | 0.97% | -10.9% | Q2 2025 |
| NVT | $118M | 0.83% | 0.72% | -6.8% | Q2 2025 |
| UBER | $117M | 0.83% | 0.07% | +0.1% | Q2 2025 |
| TKO | $114M | 0.80% | Not reported | +0.3% | Q2 2025 |
 DT | $113M | 0.80% | 0.87% | -21.5% | Q2 2025 |
| IDCC | $112M | 0.79% | 1.37% | -0.5% | Q2 2025 |
 MCO | $111M | 0.78% | 0.12% | -1.9% | Q2 2025 |
| WMB | $111M | 0.78% | 0.15% | -1.8% | Q2 2025 |
| BOOT | $110M | 0.77% | 2.04% | +11.1% | Q2 2025 |
| ALNY | $107M | 0.75% | 0.20% | +126.6% | Q3 2025 |
| IDXX | $104M | 0.73% | 0.19% | +9894.0% | Q2 2025 |
| PRIM | $101M | 0.71% | 1.51% | +2.4% | Q2 2025 |
 PANW | $101M | 0.71% | 0.08% | -2.0% | Q2 2025 |
| UFPT | $97.9M | 0.69% | 5.75% | +32.4% | Q2 2025 |
 PJT | $97.6M | 0.69% | 2.35% | +9.9% | Q2 2025 |
 EME | $96.8M | 0.68% | 0.36% | -21.5% | Q2 2025 |
| OLLI | $96.4M | 0.68% | 1.43% | -43.3% | Q2 2025 |
| Q3 2025 | |||||
| NVDA | $492M | 3.27% | 0.01% | -0.5% | Q2 2025 |
| AAPL | $360M | 2.40% | 0.01% | -0.5% | Q2 2025 |
| MSFT | $341M | 2.27% | 0.01% | -0.6% | Q2 2025 |
| GOOGL | $264M | 1.75% | 0.01% | -0.8% | Q2 2025 |
| ANET | $262M | 1.74% | 0.14% | -1.2% | Q2 2025 |
| META | $249M | 1.66% | Not reported | -0.5% | Q2 2025 |
| AVGO | $243M | 1.62% | 0.02% | 0.0% | Q2 2025 |
| GS | $208M | 1.38% | 0.09% | -0.8% | Q2 2025 |
| COST | $206M | 1.37% | 0.05% | -0.8% | Q2 2025 |
| AMZN | $203M | 1.35% | 0.01% | +0.7% | Q2 2025 |
| OLLI | $199M | 1.32% | 2.53% | -9.6% | Q2 2025 |
| V | $197M | 1.31% | 0.03% | -0.7% | Q2 2025 |
| ETN | $194M | 1.29% | 0.13% | -0.9% | Q2 2025 |
| TJX | $180M | 1.20% | 0.11% | +1.9% | Q2 2025 |
| STRL | $173M | 1.15% | 1.66% | -7.0% | Q2 2025 |
| ORLY | $169M | 1.12% | 0.19% | -0.8% | Q2 2025 |
| NFLX | $168M | 1.12% | 0.03% | +0.3% | Q2 2025 |
| BSX | $164M | 1.09% | 0.11% | -1.0% | Q2 2025 |
| CW | $164M | 1.09% | 0.81% | -7.5% | Q2 2025 |
| HWM | $162M | 1.08% | 0.20% | -28.2% | Q2 2025 |
| DT | $161M | 1.07% | 1.10% | +6.8% | Q2 2025 |
| NOW | $161M | 1.07% | 0.08% | -0.8% | Q2 2025 |
 CTAS | $159M | 1.06% | 0.19% | -0.8% | Q2 2025 |
 HD | $159M | 1.05% | 0.04% | -0.6% | Q2 2025 |
| DELL | $156M | 1.04% | 0.16% | +2.4% | Q2 2025 |
| MLM | $154M | 1.03% | 0.41% | -0.7% | Q2 2025 |
| PH | $144M | 0.96% | 0.15% | -0.7% | Q2 2025 |
| ISRG | $143M | 0.95% | 0.09% | +1.3% | Q2 2025 |
| UBER | $141M | 0.94% | 0.07% | -3.1% | Q2 2025 |
| RMBS | $140M | 0.93% | 1.25% | +5.5% | Q2 2025 |
| ECL | $134M | 0.89% | 0.17% | -1.3% | Q2 2025 |
| SNPS | $133M | 0.89% | 0.15% | -1.4% | Q2 2025 |
| EME | $131M | 0.87% | 0.45% | -15.3% | Q2 2025 |
 AJG | $124M | 0.82% | 0.16% | -0.6% | Q2 2025 |
| NVT | $122M | 0.81% | 0.77% | -10.3% | Q2 2025 |
| IDCC | $122M | 0.81% | 1.37% | +2.7% | Q2 2025 |
| SHOP | $122M | 0.81% | 0.21% | +0.5% | Q2 2025 |
| APH | $120M | 0.80% | 0.08% | +235.5% | Q2 2025 |
| WMB | $119M | 0.79% | 0.15% | -0.6% | Q2 2025 |
| LGND | $118M | 0.79% | 3.39% | +3.0% | Q2 2025 |
 MSI | $114M | 0.76% | 0.15% | +20.5% | Q2 2025 |
| PANW | $113M | 0.75% | 0.08% | -0.7% | Q2 2025 |
| CVLT | $113M | 0.75% | 1.36% | +4.6% | Q2 2025 |
 RJF | $110M | 0.73% | 0.32% | -13.8% | Q2 2025 |
| TKO | $110M | 0.73% | Not reported | +20.9% | Q2 2025 |
| PRIM | $109M | 0.73% | 1.47% | 0.0% | Q2 2025 |
 AVAV | $109M | 0.73% | 0.69% | +1.4% | Q2 2025 |
| PEN | $109M | 0.72% | 1.10% | -5.6% | Q2 2025 |
| MCO | $106M | 0.70% | 0.12% | -1.1% | Q2 2025 |
 HALO | $105M | 0.70% | 1.22% | -21.7% | Q2 2025 |