Congress Asset Management Co.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Congress Asset Management Co. reported 357 stock positions worth $14.0 billion. Its top holding was Nvidia (NVDA) at 2.1% of the portfolio, followed by Microsoft (MSFT, 1.8%) and Apple (AAPL, 1.7%). Compared with Q4 2023, it opened 12 new positions, sold out of 26, added to 137 and reduced 186. The biggest buy was Doubleverify (DV, shares +813%) and the biggest sale Diodes (DIOD, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $14.0B (Q1 2024)
- SEC Filing
- 0000897378-24-000004 ↗ filed Apr 11, 2024
Holdings Value
Holdings 357 stocks · $14.0B
| NVDA Nvidia Corp. | 2.06% | 319,996 | $289.1M | Reduce -8.5% |
| MSFT Microsoft Corp. | 1.78% | 592,741 | $249.4M | Reduce -1.4% |
| AAPL Apple Inc. | 1.73% | 1,416,638 | $242.9M | Add +2.7% |
| DRI Darden Restaurants Inc. | 1.67% | 1,397,084 | $233.5M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 1.45% | 277,971 | $203.6M | Reduce -2.4% |
| EME Emcor Group Inc. | 1.38% | 553,349 | $193.8M | Reduce -11.4% |
| ETN Eaton Corp. PLC | 1.27% | 571,087 | $178.6M | Add +7.5% |
| LLY Eli Lilly & Co. | 1.25% | 225,917 | $175.8M | Reduce -0.3% |
| CR Crane Co. | 1.23% | 1,278,763 | $172.8M | Reduce -3.3% |
| MPWR Monolithic Power Systems Inc. | 1.21% | 251,154 | $170.1M | Reduce -1.8% |
| DECK Deckers Outdoor Corp. | 1.19% | 177,837 | $167.4M | Reduce -14.0% |
| NVT Nvent Electric PLC | 1.19% | 2,219,332 | $167.3M | Add +1.2% |
| QLYS Qualys Inc. | 1.19% | 1,001,202 | $167.1M | Reduce -9.3% |
| SAIA Saia Inc. | 1.19% | 284,615 | $166.5M | Reduce -19.6% |
| ENTG Entegris Inc. | 1.18% | 1,177,732 | $165.5M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.16% | 902,751 | $162.8M | Add +0.0% |
| HD Home Depot Inc. | 1.16% | 424,215 | $162.7M | Reduce -0.1% |
| CPRT Copart Inc. | 1.15% | 2,786,613 | $161.4M | Reduce -3.3% |
| V Visa Inc. Class A | 1.13% | 570,151 | $159.1M | Reduce -0.2% |
| SNPS Synopsys Inc. | 1.13% | 276,391 | $158.0M | Reduce -0.0% |
| DXCM Dexcom Inc. | 1.12% | 1,131,411 | $156.9M | Add +0.5% |
| VVV Valvoline Inc. | 1.11% | 3,499,430 | $156.0M | Add +6.5% |
| SPSC SPS Commerce Inc. | 1.11% | 843,310 | $155.9M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 1.09% | 1,015,651 | $153.3M | Reduce -0.5% |
| MLM Martin Marietta Materials | 1.09% | 249,507 | $153.2M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.07% | 308,459 | $149.8M | Add +7.3% |
| BAH Booz Allen Hamilton Holdings | 1.03% | 971,766 | $144.2M | Reduce -2.4% |
| CHX Championx Corp. | 1.02% | 3,991,117 | $143.2M | Add +2.1% |
| POOL Pool Corp. | 1.01% | 351,510 | $141.8M | Reduce -0.5% |
| DV Doubleverify Holdings Inc. | 1.01% | 4,017,499 | $141.3M | Add +813.2% |
| STE Steris PLC | 0.99% | 620,308 | $139.5M | Add +7.3% |
| INTU Intuit Inc. | 0.98% | 210,869 | $137.1M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.96% | 389,113 | $135.2M | Reduce -0.1% |
| CTAS Cintas Corp. | 0.96% | 195,506 | $134.3M | Add +124.9% |
| BRKR Bruker Corp. | 0.95% | 1,414,362 | $132.9M | Add +3.5% |
| ULTA Ulta Beauty Inc. | 0.95% | 254,055 | $132.8M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.93% | 378,131 | $131.1M | Reduce -0.5% |
| AVY Avery Dennison Corp. | 0.93% | 582,904 | $130.1M | Reduce -0.4% |
| WST West Pharmaceutical Services | 0.93% | 328,132 | $129.8M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.93% | 170,254 | $129.8M | Add +0.8% |
| COO The Cooper Cos Inc. | 0.91% | 1,263,754 | $128.2M | Add +252.4% |
| WTS Watts Water Technologies-A | 0.91% | 601,720 | $127.9M | Reduce -0.4% |
| ANET Arista Networks Inc. | 0.91% | 440,560 | $127.8M | Reduce -12.6% |
| NXPI NXP Semiconductors NV | 0.90% | 508,692 | $126.0M | Reduce -0.1% |
| MTD Mettler-Toledo International | 0.89% | 93,454 | $124.4M | Reduce -1.7% |
| ORLY O'reilly Automotive Inc. | 0.88% | 109,466 | $123.6M | Reduce -0.7% |
| CRL Charles River Laboratories | 0.88% | 453,392 | $122.8M | Reduce -2.5% |
| BRO Brown & Brown Inc. | 0.87% | 1,397,596 | $122.3M | Add +20.5% |
| ADBE Adobe Inc. | 0.86% | 239,265 | $120.7M | Add +0.1% |
| TDY Teledyne Technologies Inc. | 0.85% | 279,038 | $119.8M | Add +1.6% |
| RJF Raymond James Financial Inc. | 0.85% | 929,816 | $119.4M | Reduce -0.7% |
| ISRG Intuitive Surgical Inc. | 0.85% | 297,585 | $118.8M | Add +0.7% |
| CHD Church & Dwight Co. Inc. | 0.85% | 1,137,722 | $118.7M | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 1,162,495 | $117.9M | Add +37.7% |
| FDS Factset Research Systems Inc. | 0.83% | 256,595 | $116.6M | Reduce -4.3% |
| FCX Freeport-McMoran Inc. | 0.83% | 2,466,104 | $116.0M | Reduce -0.3% |
| RMD Resmed Inc. | 0.83% | 584,210 | $115.7M | Add +1.1% |
| ZTS Zoetis Inc. | 0.81% | 672,807 | $113.8M | Reduce -10.0% |
| CASY Casey's General Stores Inc. | 0.80% | 351,959 | $112.1M | New |
| PXD Pioneer Natural Resources Co. | 0.76% | 407,128 | $106.9M | Add +0.3% |
| ROP Roper Technologies Inc. | 0.75% | 188,680 | $105.8M | Reduce -0.3% |
| BSX Boston Scientific Corp. | 0.74% | 1,509,479 | $103.4M | Add +2.1% |
| PAYC Paycom Software Inc. | 0.72% | 510,428 | $101.6M | Add +2.6% |
| KEYS Keysight Technologies Inc. | 0.72% | 648,269 | $101.4M | Reduce -1.7% |
| TTWO Take-Two Interactive Softwre | 0.71% | 672,671 | $99.9M | Reduce -2.2% |
| FN Fabrinet | 0.71% | 524,068 | $99.1M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.71% | 609,632 | $98.9M | Reduce -0.5% |
| HOLX Hologic Inc. | 0.69% | 1,247,946 | $97.3M | Add +7.5% |
| WSC Willscot Holdings Corp. | 0.67% | 2,028,041 | $94.3M | Add +2.6% |
| ODFL Old Dominion Freight Line | 0.66% | 424,665 | $93.1M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.66% | 308,340 | $92.9M | Add +490.2% |
| CME Cme Group Inc. | 0.63% | 409,022 | $88.1M | Reduce -0.1% |
| PH Parker Hannifin Corp. | 0.62% | 156,196 | $86.8M | Add +503.9% |
| FIX Comfort Systems USA Inc. | 0.61% | 271,323 | $86.2M | Add +3.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.61% | 983,695 | $86.0M | Add +2.5% |
| DT Dynatrace Inc. | 0.60% | 1,815,931 | $84.3M | Add +670.2% |
| ELF Elf Beauty Inc. | 0.59% | 424,569 | $83.2M | Reduce -8.2% |
| MCO Moody's Corp. | 0.59% | 209,959 | $82.5M | Add +1.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.57% | 320,173 | $80.1M | Add +4.9% |
| PRFT Perficient Inc. | 0.56% | 1,401,150 | $78.9M | Add +5.3% |
| ONTO Onto Innovation Inc. | 0.55% | 425,318 | $77.0M | Reduce -2.1% |
| MEDP Medpace Holdings Inc. | 0.45% | 155,406 | $62.8M | Add +1.3% |
| CVX Chevron Corp. | 0.45% | 395,708 | $62.4M | Add +8.6% |
| STRL Sterling Infrastructure Inc. | 0.44% | 557,659 | $61.5M | Add +2.0% |
| SFM Sprouts Farmers Market Inc. | 0.40% | 867,787 | $56.0M | Reduce -0.5% |
| PBH Prestige Consumer Healthcare | 0.40% | 764,013 | $55.4M | Add +12.5% |
| AVAV Aerovironment Inc. | 0.38% | 350,733 | $53.8M | Add +8.8% |
| BOOT Boot Barn Holdings Inc. | 0.38% | 558,235 | $53.1M | Add +17.1% |
| ITGR Integer Holdings Corp. | 0.38% | 453,260 | $52.9M | Add +7.5% |
| NPO Enpro Inc. | 0.38% | 312,823 | $52.8M | Add +10.5% |
| SM SM Energy Co. | 0.36% | 1,021,032 | $50.9M | Add +16.3% |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 0.34% | 553,378 | $47.0M | Add +11.2% |
| UFPT Ufp Technologies Inc. | 0.33% | 185,935 | $46.9M | Add +174.1% |
| ICFI Icf International Inc. | 0.33% | 309,689 | $46.6M | Add +14.7% |
| MOG.A Moog Inc. Class A | 0.33% | 291,236 | $46.5M | Add +10.6% |
| BMI Badger Meter Inc. | 0.32% | 278,606 | $45.1M | Add +14.3% |
| SMPL The Simply Good Foods Co. | 0.32% | 1,313,011 | $44.7M | Add +7.4% |
| CSW CSW Industrials Inc. | 0.32% | 189,297 | $44.4M | Add +2254.2% |
| LMAT Lemaitre Vascular Inc. | 0.32% | 666,083 | $44.2M | Add +12.0% |
| VCEL Vericel Corp. | 0.31% | 836,481 | $43.5M | Add +509.1% |
Portfolio Sells Q4 2023 → Q1 2024
| DIOD Diodes Inc. | Reduce -98.7% | 0.01% | −0.77 |
| UNH Unitedhealth Group Inc. | Reduce -72.0% | 0.23% | −0.75 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.69 |
| SUI Sun Communities Inc. | Reduce -99.4% | 0.00% | −0.62 |
| BJ Bj's Wholesale Club Holdings | Reduce -83.0% | 0.13% | −0.60 |
| QLYS Qualys Inc. | Reduce -9.3% | 1.19% | −0.51 |
| NOC Northrop Grumman Corp. | Reduce -99.3% | 0.00% | −0.42 |
| IWP iShares Russell Mid-Cap Grow | Reduce -77.6% | 0.11% | −0.38 |
| ZTS Zoetis Inc. | Reduce -10.0% | 0.81% | −0.35 |
| PGTI PGT Innovations Inc. | Sold out | 0.00% | −0.34 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.26 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.23 |
| PERI Perion Network Ltd. | Reduce -98.7% | 0.00% | −0.20 |
| EXTR Extreme Networks Inc. | Sold out | 0.00% | −0.19 |
| AEHR Aehr Test Systems | Sold out | 0.00% | −0.18 |
| FDS Factset Research Systems Inc. | Reduce -4.3% | 0.83% | −0.17 |
| DRI Darden Restaurants Inc. | Reduce -1.5% | 1.67% | −0.17 |
| TTWO Take-Two Interactive Softwre | Reduce -2.2% | 0.71% | −0.16 |
| ACN Accenture PLC Class A | Reduce -0.5% | 0.93% | −0.12 |
| KEYS Keysight Technologies Inc. | Reduce -1.7% | 0.72% | −0.10 |
| POOL Pool Corp. | Reduce -0.5% | 1.01% | −0.10 |
| JNJ Johnson & Johnson | Reduce -79.7% | 0.02% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -91.2% | 0.01% | −0.09 |
| IWO iShares Russell 2000 Growth | Reduce -97.0% | 0.00% | −0.09 |
| NSRGY Nestle SA-Spons ADR | Sold out | 0.00% | −0.08 |
| WTS Watts Water Technologies-A | Reduce -0.4% | 0.91% | −0.08 |
| CCI Crown Castle Inc. | Reduce -96.5% | 0.00% | −0.06 |
| INTU Intuit Inc. | Reduce -0.2% | 0.98% | −0.06 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -93.3% | 0.00% | −0.06 |
| MPWR Monolithic Power Systems Inc. | Reduce -1.8% | 1.21% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -0.3% | 0.75% | −0.06 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.05 |
| CME Cme Group Inc. | Reduce -0.1% | 0.63% | −0.05 |
| LULU Lululemon Athletica Inc. | Reduce -3.1% | 0.09% | −0.05 |
| SAVEQ Spirit Airlines Inc. | Sold out | 0.00% | −0.04 |
| ULTA Ulta Beauty Inc. | Reduce -0.4% | 0.95% | −0.04 |
| NKE Nike Inc. Class B | Reduce -1.6% | 0.12% | −0.04 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Reduce -0.2% | 1.13% | −0.04 |
| SAIA Saia Inc. | Reduce -19.6% | 1.19% | −0.03 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.03 |
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −0.03 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -17.5% | 0.08% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 1.09% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 1.45% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -3.0% | 0.85% | −0.03 |
| SMMD iShares Russell 2500 ETF | Reduce -57.4% | 0.02% | −0.02 |
| ANET Arista Networks Inc. | Reduce -12.6% | 0.91% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| DV Doubleverify Holdings Inc. | Add +813.2% | 1.01% | +0.88 |
| CASY Casey's General Stores Inc. | New | 0.80% | +0.80 |
| CRM Salesforce Inc. | Add +490.2% | 0.66% | +0.55 |
| CTAS Cintas Corp. | Add +124.9% | 0.96% | +0.55 |
| PH Parker Hannifin Corp. | Add +503.9% | 0.62% | +0.53 |
| DT Dynatrace Inc. | Add +670.2% | 0.60% | +0.50 |
| CSW CSW Industrials Inc. | Add +2254.2% | 0.32% | +0.30 |
| MMSI Merit Medical Systems Inc. | Add +4411.3% | 0.28% | +0.27 |
| VCEL Vericel Corp. | Add +509.1% | 0.31% | +0.27 |
| META Meta Platforms Inc. Class A | Add +7.3% | 1.07% | +0.27 |
| ETN Eaton Corp. PLC | Add +7.5% | 1.27% | +0.27 |
| NVMI Nova Ltd. | Add +3917.4% | 0.27% | +0.26 |
| CXT Crane NXT Co. | Add +3331.1% | 0.26% | +0.26 |
| UFPT Ufp Technologies Inc. | Add +174.1% | 0.33% | +0.24 |
| BRO Brown & Brown Inc. | Add +20.5% | 0.87% | +0.22 |
| TJX TJX Companies Inc. | Add +37.7% | 0.84% | +0.22 |
| FIX Comfort Systems USA Inc. | Add +3.4% | 0.61% | +0.19 |
| NVT Nvent Electric PLC | Add +1.2% | 1.19% | +0.17 |
| BRKR Bruker Corp. | Add +3.5% | 0.95% | +0.16 |
| VVV Valvoline Inc. | Add +6.5% | 1.11% | +0.14 |
| CHX Championx Corp. | Add +2.1% | 1.02% | +0.12 |
| MLM Martin Marietta Materials | Add +0.2% | 1.09% | +0.11 |
| SM SM Energy Co. | Add +16.3% | 0.36% | +0.10 |
| BOOT Boot Barn Holdings Inc. | Add +17.1% | 0.38% | +0.09 |
| AMZN Amazon.com Inc. | Add +0.0% | 1.16% | +0.08 |
| ENTG Entegris Inc. | Add +1.1% | 1.18% | +0.08 |
| MEDP Medpace Holdings Inc. | Add +1.3% | 0.45% | +0.08 |
| TTD Trade Desk Inc./the Class A | Add +2.5% | 0.61% | +0.07 |
| PBH Prestige Consumer Healthcare | Add +12.5% | 0.40% | +0.07 |
| BSX Boston Scientific Corp. | Add +2.1% | 0.74% | +0.06 |
| MORN Morningstar Inc. | New | 0.06% | +0.06 |
| AVAV Aerovironment Inc. | Add +8.8% | 0.38% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 0.85% | +0.06 |
| STRL Sterling Infrastructure Inc. | Add +2.0% | 0.44% | +0.06 |
| WSM Williams-Sonoma Inc. | Add +20.6% | 0.13% | +0.05 |
| DOOR Masonite International Corp. | New | 0.05% | +0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +79.0% | 0.12% | +0.05 |
| LMAT Lemaitre Vascular Inc. | Add +12.0% | 0.32% | +0.05 |
| ITGR Integer Holdings Corp. | Add +7.5% | 0.38% | +0.05 |
| ICFI Icf International Inc. | Add +14.7% | 0.33% | +0.05 |
| TSCO Tractor Supply Company | Add +7.2% | 0.31% | +0.05 |
| SKY Champion Homes Inc. | Add +11.2% | 0.34% | +0.04 |
| PXD Pioneer Natural Resources Co. | Add +0.3% | 0.76% | +0.04 |
| RMD Resmed Inc. | Add +1.1% | 0.83% | +0.04 |
| SUPN Supernus Pharmaceuticals Inc. | Add +12.1% | 0.25% | +0.04 |
| HOLX Hologic Inc. | Add +7.5% | 0.69% | +0.04 |
| KNSL Kinsale Capital Group Inc. | Add +50.9% | 0.06% | +0.03 |
| JELD Jeld-Wen Holding Inc. | New | 0.03% | +0.03 |
| KNF Knife River Corp. | New | 0.03% | +0.03 |
| MOG.A Moog Inc. Class A | Add +10.6% | 0.33% | +0.03 |
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 |