Congress Asset Management Co.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Congress Asset Management Co. reported 376 stock positions worth $16.3 billion. Its top holding was Nvidia (NVDA) at 3.2% of the portfolio, followed by Apple (AAPL, 2.9%) and Alphabet Class A (GOOGL, 2.2%). Compared with Q1 2026, it opened 32 new positions, sold out of 73, added to 147 and reduced 184. The biggest buy was a new position in Arm Holdings PLC-ADR (ARM) and the biggest sale Primoris Services (PRIM, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $16.3B (Q2 2026)
- SEC Filing
- 0000897378-26-000010 ↗ filed Jul 7, 2026
Holdings Value
Holdings 376 stocks · $16.3B
| NVDA Nvidia Corp. | 3.24% | 2,627,947 | $525.8M | Add +4.7% |
| AAPL Apple Inc. | 2.87% | 1,609,746 | $465.8M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 2.24% | 1,020,191 | $364.6M | Reduce -3.3% |
| MSFT Microsoft Corp. | 1.87% | 815,323 | $304.1M | Add +27.8% |
| AVGO Broadcom Inc. | 1.72% | 738,306 | $278.9M | Reduce -2.6% |
| V Visa Inc. Class A | 1.40% | 663,519 | $227.6M | Add +18.0% |
| GEV GE Vernova Inc. | 1.39% | 192,672 | $226.4M | Reduce -3.1% |
| APH Amphenol Corp. Class A | 1.32% | 1,220,821 | $215.3M | Add +26.2% |
| LGND Ligand Pharmaceuticals | 1.28% | 659,911 | $208.6M | Add +30.8% |
| ANET Arista Networks Inc. | 1.23% | 1,176,606 | $199.9M | Reduce -32.1% |
| COST Costco Wholesale Corp. | 1.20% | 208,851 | $195.4M | Reduce -3.3% |
| STRL Sterling Infrastructure Inc. | 1.19% | 230,412 | $193.4M | Reduce -53.6% |
| GS Goldman Sachs Group Inc. | 1.13% | 182,093 | $184.2M | Reduce -3.9% |
| UFPT Ufp Technologies Inc. | 1.12% | 687,439 | $182.3M | Add +31.3% |
| ETN Eaton Corp. PLC | 1.08% | 413,077 | $176.0M | Reduce -18.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.08% | 88,265 | $175.6M | Add +6.8% |
| AMZN Amazon.com Inc. | 1.08% | 733,843 | $174.9M | Reduce -18.7% |
| MOG.A Moog Inc. Class A | 1.06% | 406,324 | $172.2M | Add +0.9% |
| MDB Mongodb Inc. | 1.06% | 511,227 | $171.7M | Add +69.3% |
| MOD Modine Manufacturing Co. | 1.03% | 629,268 | $168.0M | Reduce -3.3% |
| HWM Howmet Aerospace Inc. | 1.03% | 622,443 | $167.4M | Reduce -21.8% |
| NVT Nvent Electric PLC | 1.03% | 983,875 | $166.9M | Reduce -12.3% |
| META Meta Platforms Inc. Class A | 1.01% | 292,203 | $164.6M | Reduce -3.9% |
| WELL Welltower Inc. | 1.01% | 721,601 | $163.8M | Reduce -3.8% |
| NPO Enpro Inc. | 1.00% | 433,112 | $163.3M | Add +8.7% |
| NOVT Novanta Inc. | 0.97% | 973,767 | $158.0M | Add +7.0% |
| CW Curtiss-Wright Corp. | 0.93% | 198,758 | $150.6M | Reduce -12.8% |
| PH Parker Hannifin Corp. | 0.92% | 152,862 | $149.5M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.91% | 123,060 | $147.6M | Add +18.2% |
| ARM Arm Holdings PLC-ADR | 0.89% | 409,049 | $145.0M | New |
| TGTX TG Therapeutics Inc. | 0.88% | 2,600,123 | $142.9M | Add +19.9% |
| TKO Tko Group Holdings Inc. | 0.88% | 706,691 | $142.3M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 924,463 | $140.1M | Reduce -23.2% |
| RGEN Repligen Corp. | 0.85% | 1,012,226 | $138.1M | Add +26.9% |
| ORLY O'reilly Automotive Inc. | 0.83% | 1,470,148 | $135.4M | Reduce -3.6% |
| IBKR Interactive Brokers Gro Class A | 0.82% | 1,527,739 | $133.0M | Add +57.3% |
| BOOT Boot Barn Holdings Inc. | 0.81% | 797,619 | $131.0M | Add +11.2% |
| CVLT Commvault Systems Inc. | 0.81% | 923,066 | $130.8M | Add +20.1% |
| WMB Williams Cos Inc. | 0.80% | 1,747,896 | $129.9M | Reduce -4.0% |
| VCEL Vericel Corp. | 0.80% | 2,916,295 | $129.7M | Add +93.5% |
| UTI Universal Technical Institut | 0.79% | 3,000,595 | $128.3M | Add +39.4% |
| ECL Ecolab Inc. | 0.78% | 454,964 | $126.8M | Reduce -4.1% |
| CRDO Credo Technology Group Holdi | 0.77% | 458,375 | $124.7M | Add +28.1% |
| LIVN Livanova PLC | 0.76% | 1,502,244 | $123.5M | Add +17.8% |
| MIR Mirion Technologies Inc. | 0.74% | 6,685,434 | $119.9M | Add +500.1% |
| ISRG Intuitive Surgical Inc. | 0.74% | 300,950 | $119.7M | Reduce -3.7% |
| IDCC Interdigital Inc. | 0.73% | 421,433 | $119.3M | Add +9.2% |
| PWR Quanta Services Inc. | 0.72% | 163,336 | $117.6M | Reduce -4.0% |
| KLIC Kulicke & Soffa Industries | 0.72% | 878,002 | $117.4M | New |
| EAT Brinker International Inc. | 0.71% | 685,348 | $115.1M | Add +11.3% |
| SXT Sensient Technologies Corp. | 0.71% | 930,339 | $114.7M | Add +9.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.70% | 345,252 | $114.1M | Reduce -2.1% |
| FROG Jfrog Ltd. | 0.69% | 1,241,991 | $112.9M | Add +22.6% |
| MPWR Monolithic Power Systems Inc. | 0.68% | 80,425 | $111.2M | Reduce -3.5% |
| PJT PJT Partners Inc. Class A | 0.67% | 723,474 | $109.2M | Add +19.7% |
| ABCB Ameris Bancorp | 0.66% | 1,192,270 | $107.6M | Add +8.8% |
| SKY Champion Homes Inc. | 0.66% | 1,212,960 | $106.9M | Add +16.5% |
| AUB Atlantic Union Bankshares Co. | 0.65% | 2,501,164 | $105.8M | Add +11.6% |
| RMBS Rambus Inc. | 0.64% | 777,993 | $103.3M | Reduce -39.0% |
| IMAX Imax Corp. | 0.62% | 2,537,290 | $101.1M | Add +68.0% |
| IDXX Idexx Laboratories Inc. | 0.62% | 190,193 | $100.1M | Add +14.1% |
| UBER Uber Technologies Inc. | 0.60% | 1,341,826 | $96.8M | Reduce -3.9% |
| HALO Halozyme Therapeutics Inc. | 0.59% | 1,229,106 | $96.2M | Reduce -4.0% |
| KEX Kirby Corp. | 0.59% | 703,728 | $95.7M | Add +12.5% |
| TPR Tapestry Inc. | 0.59% | 650,354 | $95.2M | Add +14.4% |
| FSS Federal Signal Corp. | 0.57% | 726,138 | $93.3M | Add +13.0% |
| MCO Moody's Corp. | 0.57% | 205,324 | $93.0M | Reduce -3.8% |
| LMAT Lemaitre Vascular Inc. | 0.57% | 963,706 | $92.5M | Add +15.5% |
| CASY Casey's General Stores Inc. | 0.56% | 114,817 | $91.3M | Reduce -3.3% |
| AROC Archrock Inc. | 0.55% | 2,213,208 | $90.1M | New |
| JBTM JBT Marel Corp. | 0.54% | 604,022 | $87.6M | Add +8.4% |
| SHOP Shopify Inc. Class A | 0.54% | 764,601 | $87.3M | Reduce -3.5% |
| EME Emcor Group Inc. | 0.54% | 105,097 | $87.2M | Reduce -4.6% |
| VIK Viking Holdings Ltd. | 0.53% | 827,835 | $86.6M | Reduce -2.3% |
| CR Crane Co. | 0.53% | 382,910 | $85.4M | Reduce -2.4% |
| BCPC Balchem Corp. | 0.52% | 502,571 | $84.9M | Add +12.7% |
| CSW CSW Industrials Inc. | 0.51% | 300,506 | $83.6M | Add +19.1% |
| MMSI Merit Medical Systems Inc. | 0.51% | 1,184,337 | $82.1M | Add +15.1% |
| AVAV Aerovironment Inc. | 0.50% | 495,640 | $81.8M | Add +26.3% |
| ACIW Aci Worldwide Inc. | 0.49% | 1,592,306 | $80.1M | Reduce -13.2% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.49% | 265,701 | $80.0M | Reduce -7.0% |
| COCO The Vita Coco Co. Inc. | 0.49% | 1,207,102 | $79.8M | New |
| TXN Texas Instruments Inc. | 0.49% | 265,222 | $79.1M | Add +5820.1% |
| POWI Power Integrations Inc. | 0.48% | 930,059 | $77.9M | New |
| AXON Axon Enterprise Inc. | 0.48% | 138,822 | $77.8M | New |
| COHR Coherent Corp. | 0.46% | 190,782 | $75.3M | Add +15798.5% |
| HEI Heico Corp. | 0.46% | 210,755 | $75.1M | Add +0.2% |
| RJF Raymond James Financial Inc. | 0.43% | 460,228 | $70.0M | Reduce -2.4% |
| NVMI Nova Ltd. | 0.43% | 127,910 | $69.4M | Reduce -46.6% |
| MU Micron Technology Inc. | 0.42% | 59,538 | $68.7M | New |
| DDOG Datadog Inc. Class A | 0.42% | 261,023 | $68.0M | Reduce -2.1% |
| CARG Cargurus Inc. | 0.41% | 1,976,348 | $67.4M | Reduce -6.4% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 512,991 | $59.9M | Add +5.8% |
| CXT Crane NXT Co. | 0.37% | 1,166,261 | $59.7M | Reduce -14.9% |
| UMBF Umb Financial Corp. | 0.35% | 396,647 | $56.6M | Add +162.1% |
| Q Qnity Electronics Inc. | 0.35% | 345,316 | $56.4M | Add +1.4% |
| AEIS Advanced Energy Industries | 0.35% | 150,510 | $56.1M | Reduce -27.4% |
| NET Cloudflare Inc. Class A | 0.34% | 226,921 | $55.7M | Reduce -17.1% |
| TER Teradyne Inc. | 0.32% | 107,915 | $52.2M | Reduce -0.5% |
| FIX Comfort Systems USA Inc. | 0.31% | 25,704 | $50.9M | Reduce -53.4% |
Portfolio Sells Q1 2026 → Q2 2026
| PRIM Primoris Services Corp. | Reduce -99.3% | 0.00% | −0.83 |
| MLM Martin Marietta Materials | Reduce -74.4% | 0.22% | −0.79 |
| BSX Boston Scientific Corp. | Reduce -99.4% | 0.00% | −0.73 |
| PEN Penumbra Inc. | Reduce -96.2% | 0.02% | −0.72 |
| TMO Thermo Fisher Scientific Inc. | Reduce -95.8% | 0.03% | −0.68 |
| NOW ServiceNow Inc. | Reduce -97.6% | 0.01% | −0.60 |
| CALX Calix Inc. | Reduce -99.5% | 0.00% | −0.58 |
| TJX TJX Companies Inc. | Reduce -23.2% | 0.86% | −0.52 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.48 |
| YETI Yeti Holdings Inc. | Reduce -99.5% | 0.00% | −0.37 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 1.20% | −0.34 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -52.1% | 0.00% | −0.33 |
| NVMI Nova Ltd. | Reduce -46.6% | 0.43% | −0.32 |
| ISRG Intuitive Surgical Inc. | Reduce -3.7% | 0.74% | −0.30 |
| ANET Arista Networks Inc. | Reduce -32.1% | 1.23% | −0.29 |
| TSCO Tractor Supply Company | Reduce -99.2% | 0.00% | −0.29 |
| HWM Howmet Aerospace Inc. | Reduce -21.8% | 1.03% | −0.29 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -27.0% | 0.30% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -18.7% | 1.08% | −0.27 |
| STRL Sterling Infrastructure Inc. | Reduce -53.6% | 1.19% | −0.26 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -3.9% | 1.01% | −0.23 |
| FIX Comfort Systems USA Inc. | Reduce -53.4% | 0.31% | −0.23 |
| TXRH Texas Roadhouse Inc. | Reduce -99.2% | 0.00% | −0.23 |
| IWF iShares Russell 1000 Growth | Reduce -66.0% | 0.11% | −0.22 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.22 |
| ETN Eaton Corp. PLC | Reduce -18.0% | 1.08% | −0.21 |
| PBH Prestige Consumer Healthcare | Sold out | 0.00% | −0.19 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -7.0% | 0.49% | −0.19 |
| CW Curtiss-Wright Corp. | Reduce -12.8% | 0.93% | −0.19 |
| PTC PTC Inc. | Sold out | 0.00% | −0.18 |
| TKO Tko Group Holdings Inc. | Reduce -2.9% | 0.88% | −0.18 |
| ORLY O'reilly Automotive Inc. | Reduce -3.6% | 0.83% | −0.18 |
| AZTA Azenta Inc. | Sold out | 0.00% | −0.17 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.16 |
| RMBS Rambus Inc. | Reduce -39.0% | 0.64% | −0.15 |
| WMB Williams Cos Inc. | Reduce -4.0% | 0.80% | −0.15 |
| IESC Ies Holdings Inc. | Sold out | 0.00% | −0.15 |
| IWP iShares Russell Mid-Cap Grow | Reduce -50.4% | 0.14% | −0.15 |
| FICO Fair Isaac Corp. | Reduce -63.5% | 0.08% | −0.14 |
| SHOP Shopify Inc. Class A | Reduce -3.5% | 0.54% | −0.14 |
| AEIS Advanced Energy Industries | Reduce -27.4% | 0.35% | −0.13 |
| ZTS Zoetis Inc. | Reduce -85.9% | 0.01% | −0.13 |
| ECL Ecolab Inc. | Reduce -4.1% | 0.78% | −0.12 |
| UBER Uber Technologies Inc. | Reduce -3.9% | 0.60% | −0.12 |
| COO The Cooper Cos Inc. | Reduce -98.5% | 0.00% | −0.12 |
| ALL Allstate Corp. | Reduce -97.5% | 0.00% | −0.12 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.10 |
| PH Parker Hannifin Corp. | Reduce -4.0% | 0.92% | −0.10 |
| AAPL Apple Inc. | Reduce -1.3% | 2.87% | −0.10 |
Portfolio Buys Q1 2026 → Q2 2026
| ARM Arm Holdings PLC-ADR | New | 0.89% | +0.89 |
| KLIC Kulicke & Soffa Industries | New | 0.72% | +0.72 |
| MIR Mirion Technologies Inc. | Add +500.1% | 0.74% | +0.59 |
| LGND Ligand Pharmaceuticals | Add +30.8% | 1.28% | +0.56 |
| AROC Archrock Inc. | New | 0.55% | +0.55 |
| MDB Mongodb Inc. | Add +69.3% | 1.06% | +0.53 |
| CRDO Credo Technology Group Holdi | Add +28.1% | 0.77% | +0.53 |
| COCO The Vita Coco Co. Inc. | New | 0.49% | +0.49 |
| TXN Texas Instruments Inc. | Add +5820.1% | 0.49% | +0.48 |
| POWI Power Integrations Inc. | New | 0.48% | +0.48 |
| AXON Axon Enterprise Inc. | New | 0.48% | +0.48 |
| COHR Coherent Corp. | Add +15798.5% | 0.46% | +0.46 |
| VCEL Vericel Corp. | Add +93.5% | 0.80% | +0.45 |
| APH Amphenol Corp. Class A | Add +26.2% | 1.32% | +0.45 |
| MU Micron Technology Inc. | New | 0.42% | +0.42 |
| UFPT Ufp Technologies Inc. | Add +31.3% | 1.12% | +0.40 |
| CVLT Commvault Systems Inc. | Add +20.1% | 0.81% | +0.38 |
| TGTX TG Therapeutics Inc. | Add +19.9% | 0.88% | +0.36 |
| FROG Jfrog Ltd. | Add +22.6% | 0.69% | +0.35 |
| IBKR Interactive Brokers Gro Class A | Add +57.3% | 0.82% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.8% | 1.08% | +0.30 |
| NPO Enpro Inc. | Add +8.7% | 1.00% | +0.29 |
| UTI Universal Technical Institut | Add +39.4% | 0.79% | +0.23 |
| ROKU Roku Inc. | New | 0.23% | +0.23 |
| UMBF Umb Financial Corp. | Add +162.1% | 0.35% | +0.23 |
| LLY Eli Lilly & Co. | Add +18.2% | 0.91% | +0.22 |
| MOG.A Moog Inc. Class A | Add +0.9% | 1.06% | +0.22 |
| AFRM Affirm Holdings Inc. | Add +4638.6% | 0.21% | +0.21 |
| IMAX Imax Corp. | Add +68.0% | 0.62% | +0.21 |
| BROS Dutch Bros Inc. Class A | Add +198.7% | 0.29% | +0.21 |
| FLS Flowserve Corp. | Add +391.7% | 0.27% | +0.21 |
| NOVT Novanta Inc. | Add +7.0% | 0.97% | +0.20 |
| V Visa Inc. Class A | Add +18.0% | 1.40% | +0.18 |
| SXT Sensient Technologies Corp. | Add +9.6% | 0.71% | +0.18 |
| LIVN Livanova PLC | Add +17.8% | 0.76% | +0.18 |
| MSFT Microsoft Corp. | Add +27.8% | 1.87% | +0.18 |
| RGEN Repligen Corp. | Add +26.9% | 0.85% | +0.18 |
| TWLO Twilio Inc. Class A | New | 0.18% | +0.18 |
| SEI Solaris Energy Infrastructur | Add +8217.7% | 0.17% | +0.17 |
| GMED Globus Medical Inc. Class A | New | 0.16% | +0.16 |
| PLXS Plexus Corp. | Add +438.7% | 0.19% | +0.16 |
| IOT Samsara Inc. Class A | New | 0.16% | +0.16 |
| MQ Marqeta Inc. Class A | New | 0.16% | +0.16 |
| KLAC KLA Corp. | New | 0.15% | +0.15 |
| SKY Champion Homes Inc. | Add +16.5% | 0.66% | +0.10 |
| NVDA Nvidia Corp. | Add +4.7% | 3.24% | +0.10 |
| TMDX Transmedics Group Inc. | New | 0.09% | +0.09 |
| KRYS Krystal Biotech Inc. | New | 0.09% | +0.09 |
| IRT Independence Realty Trust Inc. | Add +591.6% | 0.10% | +0.09 |
| NBIX Neurocrine Biosciences Inc. | New | 0.09% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 376 | $16.3B | NVDA, AAPL, GOOGL, MSFT, AVGO |
| Q1 2026 | 417 | $14.0B | NVDA, AAPL, GOOGL, MSFT, AVGO |
| Q4 2025 | 381 | $14.2B | NVDA, AAPL, GOOGL, MSFT, AVGO |
| Q3 2025 | 392 | $15.0B | NVDA, AAPL, MSFT, GOOGL, ANET |
| Q2 2025 | 382 | $14.6B | NVDA, MSFT, AAPL, META, OLLI |
| Q1 2025 | 365 | $13.4B | AAPL, NVDA, MSFT, COST, OLLI |
| Q4 2024 | 386 | $14.8B | AAPL, NVDA, MSFT, COST, OLLI |
| Q3 2024 | 357 | $14.7B | AAPL, NVDA, MSFT, COST, ONTO |
| Q2 2024 | 364 | $14.0B | NVDA, AAPL, MSFT, COST, MPWR |
| Q1 2024 | 357 | $14.0B | NVDA, MSFT, AAPL, DRI, COST |