Congress Asset Management Co.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Congress Asset Management Co. reported 364 stock positions worth $14.0 billion. Its top holding was Nvidia (NVDA) at 2.4% of the portfolio, followed by Apple (AAPL, 2.2%) and Microsoft (MSFT, 1.9%). Compared with Q1 2024, it opened 22 new positions, sold out of 15, added to 119 and reduced 202. The biggest buy was a new position in Everpure Class A (P) and the biggest sale Bruker (BRKR, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $14.0B (Q2 2024)
- SEC Filing
- 0000897378-24-000005 ↗ filed Aug 2, 2024
Holdings Value
Holdings 364 stocks · $14.0B
| NVDA Nvidia Corp. | 2.37% | 2,674,681 | $330.4M | Reduce -16.4% |
| AAPL Apple Inc. | 2.17% | 1,437,926 | $302.9M | Add +1.5% |
| MSFT Microsoft Corp. | 1.91% | 597,253 | $266.9M | Add +0.8% |
| COST Costco Wholesale Corp. | 1.72% | 281,751 | $239.5M | Add +1.4% |
| MPWR Monolithic Power Systems Inc. | 1.43% | 243,330 | $199.9M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.34% | 1,028,805 | $187.4M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.31% | 202,109 | $183.0M | Reduce -10.5% |
| AMZN Amazon.com Inc. | 1.28% | 921,737 | $178.1M | Add +2.1% |
| ONTO Onto Innovation Inc. | 1.22% | 776,927 | $170.6M | Add +82.7% |
| META Meta Platforms Inc. Class A | 1.22% | 338,297 | $170.6M | Add +9.7% |
| SNPS Synopsys Inc. | 1.19% | 280,112 | $166.7M | Add +1.4% |
| ETN Eaton Corp. PLC | 1.17% | 520,344 | $163.2M | Reduce -8.9% |
| CR Crane Co. | 1.15% | 1,108,978 | $160.8M | Reduce -13.3% |
| ANET Arista Networks Inc. | 1.15% | 457,651 | $160.4M | Add +3.9% |
| ENTG Entegris Inc. | 1.14% | 1,173,030 | $158.8M | Reduce -0.4% |
| SPSC SPS Commerce Inc. | 1.13% | 840,152 | $158.1M | Reduce -0.4% |
| NVT Nvent Electric PLC | 1.11% | 2,029,458 | $155.5M | Reduce -8.6% |
| VVV Valvoline Inc. | 1.10% | 3,556,367 | $153.6M | Add +1.6% |
| V Visa Inc. Class A | 1.10% | 582,784 | $153.0M | Add +2.2% |
| HD Home Depot Inc. | 1.07% | 431,827 | $148.7M | Add +1.8% |
| CASY Casey's General Stores Inc. | 1.05% | 384,882 | $146.9M | Add +9.3% |
| CPRT Copart Inc. | 1.05% | 2,696,688 | $146.1M | Reduce -3.2% |
| BAH Booz Allen Hamilton Holdings | 1.04% | 945,924 | $145.6M | Reduce -2.7% |
| DECK Deckers Outdoor Corp. | 1.04% | 149,724 | $144.9M | Reduce -15.8% |
| EME Emcor Group Inc. | 1.04% | 396,065 | $144.6M | Reduce -28.4% |
| QLYS Qualys Inc. | 1.02% | 996,412 | $142.1M | Reduce -0.5% |
| INTU Intuit Inc. | 1.02% | 215,614 | $141.7M | Add +2.3% |
| NXPI NXP Semiconductors NV | 1.00% | 520,277 | $140.0M | Add +2.3% |
| CTAS Cintas Corp. | 1.00% | 198,318 | $138.9M | Add +1.4% |
| NOW ServiceNow Inc. | 0.98% | 174,588 | $137.3M | Add +2.5% |
| MLM Martin Marietta Materials | 0.98% | 251,936 | $136.5M | Add +1.0% |
| ISRG Intuitive Surgical Inc. | 0.97% | 304,398 | $135.4M | Add +2.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.97% | 2,100,673 | $134.9M | New |
| STE Steris PLC | 0.96% | 609,536 | $133.8M | Reduce -1.7% |
| SAIA Saia Inc. | 0.95% | 278,959 | $132.3M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 1,201,160 | $132.2M | Add +3.3% |
| DXCM Dexcom Inc. | 0.94% | 1,160,391 | $131.6M | Add +2.6% |
| ORLY O'reilly Automotive Inc. | 0.94% | 124,047 | $131.0M | Add +13.3% |
| BSX Boston Scientific Corp. | 0.92% | 1,665,308 | $128.2M | Add +10.3% |
| AVY Avery Dennison Corp. | 0.91% | 579,249 | $126.7M | Reduce -0.6% |
| WFRD Weatherford International PL | 0.89% | 1,018,057 | $124.7M | New |
| FN Fabrinet | 0.89% | 507,879 | $124.3M | Reduce -3.1% |
| BRO Brown & Brown Inc. | 0.88% | 1,377,185 | $123.1M | Reduce -1.5% |
| FCX Freeport-McMoran Inc. | 0.87% | 2,497,236 | $121.4M | Add +1.3% |
| ZTS Zoetis Inc. | 0.85% | 686,732 | $119.1M | Add +2.1% |
| DSGX The Descartes Systems Grp | 0.85% | 1,221,588 | $118.3M | New |
| SHW The Sherwin-Williams Co. | 0.84% | 394,578 | $117.8M | Add +1.4% |
| PEN Penumbra Inc. | 0.83% | 643,931 | $115.9M | Add +2323.0% |
| CHD Church & Dwight Co. Inc. | 0.83% | 1,116,166 | $115.7M | Reduce -1.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.83% | 444,499 | $115.3M | Add +38.8% |
| ECL Ecolab Inc. | 0.82% | 481,551 | $114.6M | New |
| DRI Darden Restaurants Inc. | 0.80% | 733,092 | $110.9M | Reduce -47.5% |
| RJF Raymond James Financial Inc. | 0.79% | 897,399 | $110.9M | Reduce -3.5% |
| RMD Resmed Inc. | 0.79% | 572,287 | $109.5M | Reduce -2.0% |
| ROP Roper Technologies Inc. | 0.78% | 193,386 | $109.0M | Add +2.5% |
| COO The Cooper Cos Inc. | 0.78% | 1,245,915 | $108.8M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.78% | 940,026 | $108.2M | Add +4206.7% |
| WTS Watts Water Technologies-A | 0.77% | 587,960 | $107.8M | Reduce -2.3% |
| WST West Pharmaceutical Services | 0.77% | 325,387 | $107.2M | Reduce -0.8% |
| POOL Pool Corp. | 0.76% | 345,853 | $106.3M | Reduce -1.6% |
| TDY Teledyne Technologies Inc. | 0.76% | 272,964 | $105.9M | Reduce -2.2% |
| TTWO Take-Two Interactive Softwre | 0.74% | 662,889 | $103.1M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.73% | 621,689 | $102.5M | Add +2.0% |
| FDS Factset Research Systems Inc. | 0.73% | 249,670 | $101.9M | Reduce -2.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.70% | 1,003,081 | $98.0M | Add +2.0% |
| HWM Howmet Aerospace Inc. | 0.69% | 1,233,168 | $95.7M | New |
| ULTA Ulta Beauty Inc. | 0.68% | 246,945 | $95.3M | Reduce -2.8% |
| ELF Elf Beauty Inc. | 0.67% | 441,097 | $92.9M | Add +3.9% |
| MCO Moody's Corp. | 0.66% | 219,618 | $92.4M | Add +4.6% |
| CRL Charles River Laboratories | 0.66% | 443,104 | $91.5M | Reduce -2.3% |
| DT Dynatrace Inc. | 0.65% | 2,019,434 | $90.3M | Add +11.2% |
| HOLX Hologic Inc. | 0.64% | 1,203,570 | $89.4M | Reduce -3.6% |
| FIX Comfort Systems USA Inc. | 0.61% | 281,513 | $85.6M | Add +3.8% |
| KEYS Keysight Technologies Inc. | 0.61% | 626,006 | $85.6M | Reduce -3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.61% | 181,661 | $85.1M | Add +13111.7% |
| NFLX Netflix Inc. | 0.60% | 124,369 | $83.9M | Add +558.6% |
| PH Parker Hannifin Corp. | 0.59% | 163,072 | $82.5M | Add +4.4% |
| CME Cme Group Inc. | 0.58% | 412,053 | $81.0M | Add +0.7% |
| SFM Sprouts Farmers Market Inc. | 0.52% | 860,618 | $72.0M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.49% | 264,922 | $68.1M | Reduce -14.1% |
| UFPT Ufp Technologies Inc. | 0.46% | 245,317 | $64.7M | Add +31.9% |
| BOOT Boot Barn Holdings Inc. | 0.46% | 499,422 | $64.4M | Reduce -10.5% |
| STRL Sterling Infrastructure Inc. | 0.46% | 543,828 | $64.4M | Reduce -2.5% |
| AVAV Aerovironment Inc. | 0.46% | 350,096 | $63.8M | Reduce -0.2% |
| DV Doubleverify Holdings Inc. | 0.44% | 3,160,425 | $61.5M | Reduce -21.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.43% | 607,194 | $59.6M | New |
| LMAT Lemaitre Vascular Inc. | 0.41% | 691,021 | $56.9M | Add +3.7% |
| PBH Prestige Consumer Healthcare | 0.40% | 802,712 | $55.3M | Add +5.1% |
| ITGR Integer Holdings Corp. | 0.39% | 470,482 | $54.5M | Add +3.8% |
| BMI Badger Meter Inc. | 0.38% | 287,060 | $53.5M | Add +3.0% |
| NVMI Nova Ltd. | 0.38% | 227,561 | $53.4M | Add +8.2% |
| CW Curtiss-Wright Corp. | 0.38% | 193,869 | $52.5M | Add +371.3% |
| CSW CSW Industrials Inc. | 0.37% | 196,246 | $52.1M | Add +3.7% |
| WSC Willscot Holdings Corp. | 0.36% | 1,329,330 | $50.0M | Reduce -34.5% |
| MOG.A Moog Inc. Class A | 0.36% | 298,029 | $49.9M | Add +2.3% |
| LGND Ligand Pharmaceuticals | 0.35% | 586,624 | $49.4M | New |
| MMSI Merit Medical Systems Inc. | 0.35% | 574,442 | $49.4M | Add +10.8% |
| ICFI Icf International Inc. | 0.34% | 319,525 | $47.4M | Add +3.2% |
| TSCO Tractor Supply Company | 0.33% | 172,348 | $46.5M | Add +5.2% |
| CVLT Commvault Systems Inc. | 0.33% | 380,447 | $46.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
| BRKR Bruker Corp. | Reduce -99.2% | 0.01% | −0.94 |
| CHX Championx Corp. | Reduce -90.1% | 0.09% | −0.93 |
| DRI Darden Restaurants Inc. | Reduce -47.5% | 0.80% | −0.87 |
| MTD Mettler-Toledo International | Reduce -98.2% | 0.02% | −0.87 |
| ACN Accenture PLC Class A | Reduce -81.5% | 0.15% | −0.78 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.76 |
| ADBE Adobe Inc. | Reduce -86.6% | 0.13% | −0.73 |
| PAYC Paycom Software Inc. | Reduce -99.3% | 0.00% | −0.72 |
| ODFL Old Dominion Freight Line | Reduce -99.4% | 0.00% | −0.66 |
| DV Doubleverify Holdings Inc. | Reduce -21.3% | 0.44% | −0.57 |
| PRFT Perficient Inc. | Sold out | 0.00% | −0.56 |
| CVX Chevron Corp. | Reduce -77.7% | 0.10% | −0.35 |
| EME Emcor Group Inc. | Reduce -28.4% | 1.04% | −0.35 |
| WSC Willscot Holdings Corp. | Reduce -34.5% | 0.36% | −0.31 |
| MEDP Medpace Holdings Inc. | Reduce -68.3% | 0.15% | −0.30 |
| ULTA Ulta Beauty Inc. | Reduce -2.8% | 0.68% | −0.26 |
| POOL Pool Corp. | Reduce -1.6% | 0.76% | −0.25 |
| SUPN Supernus Pharmaceuticals Inc. | Reduce -99.1% | 0.00% | −0.25 |
| SAIA Saia Inc. | Reduce -2.0% | 0.95% | −0.24 |
| CRL Charles River Laboratories | Reduce -2.3% | 0.66% | −0.22 |
| SMPL The Simply Good Foods Co. | Reduce -68.6% | 0.11% | −0.21 |
| WNS WNS Holdings Ltd. | Reduce -81.2% | 0.04% | −0.18 |
| CRM Salesforce Inc. | Reduce -14.1% | 0.49% | −0.17 |
| QLYS Qualys Inc. | Reduce -0.5% | 1.02% | −0.17 |
| WST West Pharmaceutical Services | Reduce -0.8% | 0.77% | −0.16 |
| DECK Deckers Outdoor Corp. | Reduce -15.8% | 1.04% | −0.16 |
| VMI Valmont Industries | Reduce -71.6% | 0.08% | −0.16 |
| WTS Watts Water Technologies-A | Reduce -2.3% | 0.77% | −0.14 |
| COO The Cooper Cos Inc. | Reduce -1.4% | 0.78% | −0.14 |
| KEYS Keysight Technologies Inc. | Reduce -3.4% | 0.61% | −0.11 |
| RPM RPM International Inc. | Reduce -96.0% | 0.00% | −0.11 |
| CPRT Copart Inc. | Reduce -3.2% | 1.05% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -8.9% | 1.17% | −0.10 |
| FDS Factset Research Systems Inc. | Reduce -2.7% | 0.73% | −0.10 |
| TDY Teledyne Technologies Inc. | Reduce -2.2% | 0.76% | −0.10 |
| DE Deere & Co. | Reduce -91.6% | 0.01% | −0.08 |
| CR Crane Co. | Reduce -13.3% | 1.15% | −0.08 |
| NVT Nvent Electric PLC | Reduce -8.6% | 1.11% | −0.08 |
| ROK Rockwell Automation Inc. | Reduce -90.2% | 0.01% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -93.0% | 0.01% | −0.07 |
| ADSK Autodesk Inc. | Reduce -81.2% | 0.02% | −0.07 |
| PGNY Progyny Inc. | Reduce -1.1% | 0.20% | −0.07 |
| NPO Enpro Inc. | Reduce -5.2% | 0.31% | −0.07 |
| NKE Nike Inc. Class B | Reduce -41.4% | 0.06% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -28.7% | 0.17% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.06 |
| RJF Raymond James Financial Inc. | Reduce -3.5% | 0.79% | −0.06 |
| HOLX Hologic Inc. | Reduce -3.6% | 0.64% | −0.05 |
| DOOR Masonite International Corp. | Sold out | 0.00% | −0.05 |
| SWKS Skyworks Solutions Inc. | Reduce -93.8% | 0.00% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| P Everpure Inc. Class A | New | 0.97% | +0.97 |
| WFRD Weatherford International PL | New | 0.89% | +0.89 |
| DSGX The Descartes Systems Grp | New | 0.85% | +0.85 |
| ECL Ecolab Inc. | New | 0.82% | +0.82 |
| PEN Penumbra Inc. | Add +2323.0% | 0.83% | +0.79 |
| XOM Exxon Mobil Corp. | Add +4206.7% | 0.78% | +0.76 |
| HWM Howmet Aerospace Inc. | New | 0.69% | +0.69 |
| ONTO Onto Innovation Inc. | Add +82.7% | 1.22% | +0.67 |
| VRTX Vertex Pharmaceuticals Inc. | Add +13111.7% | 0.61% | +0.61 |
| NFLX Netflix Inc. | Add +558.6% | 0.60% | +0.52 |
| AAPL Apple Inc. | Add +1.5% | 2.17% | +0.44 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.43% | +0.43 |
| LGND Ligand Pharmaceuticals | New | 0.35% | +0.35 |
| CVLT Commvault Systems Inc. | New | 0.33% | +0.33 |
| CW Curtiss-Wright Corp. | Add +371.3% | 0.38% | +0.30 |
| KNF Knife River Corp. | Add +1028.6% | 0.31% | +0.28 |
| COST Costco Wholesale Corp. | Add +1.4% | 1.72% | +0.26 |
| AJG Arthur J Gallagher & Co. | Add +38.8% | 0.83% | +0.26 |
| CASY Casey's General Stores Inc. | Add +9.3% | 1.05% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 1.34% | +0.25 |
| ANET Arista Networks Inc. | Add +3.9% | 1.15% | +0.24 |
| PJT PJT Partners Inc. Class A | New | 0.19% | +0.19 |
| BSX Boston Scientific Corp. | Add +10.3% | 0.92% | +0.18 |
| META Meta Platforms Inc. Class A | Add +9.7% | 1.22% | +0.15 |
| MSFT Microsoft Corp. | Add +0.8% | 1.91% | +0.13 |
| UFPT Ufp Technologies Inc. | Add +31.9% | 0.46% | +0.13 |
| ISRG Intuitive Surgical Inc. | Add +2.3% | 0.97% | +0.12 |
| NVMI Nova Ltd. | Add +8.2% | 0.38% | +0.12 |
| AMZN Amazon.com Inc. | Add +2.1% | 1.28% | +0.12 |
| TJX TJX Companies Inc. | Add +3.3% | 0.95% | +0.11 |
| NXPI NXP Semiconductors NV | Add +2.3% | 1.00% | +0.10 |
| LMAT Lemaitre Vascular Inc. | Add +3.7% | 0.41% | +0.09 |
| TTD Trade Desk Inc./the Class A | Add +2.0% | 0.70% | +0.09 |
| HLNE Hamilton Lane Inc. Class A | New | 0.09% | +0.09 |
| PWR Quanta Services Inc. | Add +645.8% | 0.09% | +0.08 |
| MCO Moody's Corp. | Add +4.6% | 0.66% | +0.07 |
| MMSI Merit Medical Systems Inc. | Add +10.8% | 0.35% | +0.07 |
| ELF Elf Beauty Inc. | Add +3.9% | 0.67% | +0.07 |
| SNPS Synopsys Inc. | Add +1.4% | 1.19% | +0.07 |
| BMI Badger Meter Inc. | Add +3.0% | 0.38% | +0.06 |
| NOW ServiceNow Inc. | Add +2.5% | 0.98% | +0.06 |
| CALX Calix Inc. | Add +15.1% | 0.31% | +0.06 |
| ORLY O'reilly Automotive Inc. | Add +13.3% | 0.94% | +0.06 |
| CSW CSW Industrials Inc. | Add +3.7% | 0.37% | +0.06 |
| LECO Lincoln Electric Holdings | New | 0.06% | +0.06 |
| KNSL Kinsale Capital Group Inc. | Add +152.6% | 0.12% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +568.8% | 0.06% | +0.05 |
| CLB Core Laboratories Inc. | Add +5.0% | 0.25% | +0.05 |
| HALO Halozyme Therapeutics Inc. | Add +9.2% | 0.17% | +0.05 |
| AVGO Broadcom Inc. | Add +31.0% | 0.13% | +0.05 |
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 |