Congress Asset Management Co.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Congress Asset Management Co. reported 386 stock positions worth $14.8 billion. Its top holding was Apple (AAPL) at 2.4% of the portfolio, followed by Nvidia (NVDA, 2.4%) and Microsoft (MSFT, 1.9%). Compared with Q3 2024, it opened 44 new positions, sold out of 15, added to 193 and reduced 132. The biggest buy was Ollie's Bargain Outlet Holdi (OLLI, shares +182%) and the biggest sale Onto Innovation (ONTO, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $14.8B (Q4 2024)
- SEC Filing
- 0000897378-25-000001 ↗ filed Jan 30, 2025
Holdings Value
Holdings 386 stocks · $14.8B
| AAPL Apple Inc. | 2.44% | 1,444,519 | $361.7M | Add +0.5% |
| NVDA Nvidia Corp. | 2.43% | 2,675,302 | $359.3M | Add +0.4% |
| MSFT Microsoft Corp. | 1.89% | 661,770 | $278.9M | Add +10.5% |
| COST Costco Wholesale Corp. | 1.72% | 277,866 | $254.6M | Reduce -1.8% |
| OLLI Ollie's Bargain Outlet Holdi | 1.42% | 1,916,584 | $210.3M | Add +181.6% |
| GOOGL Alphabet Inc. Class A | 1.41% | 1,101,558 | $208.5M | Add +7.4% |
| AMZN Amazon.com Inc. | 1.37% | 927,034 | $203.4M | Add +0.1% |
| ANET Arista Networks Inc. | 1.37% | 1,838,991 | $203.3M | No change |
| META Meta Platforms Inc. Class A | 1.37% | 346,292 | $202.8M | Add +1.6% |
| NOW ServiceNow Inc. | 1.27% | 177,727 | $188.4M | Add +1.0% |
| V Visa Inc. Class A | 1.26% | 591,578 | $187.0M | Add +1.1% |
| ETN Eaton Corp. PLC | 1.18% | 524,422 | $174.0M | Add +0.6% |
| SFM Sprouts Farmers Market Inc. | 1.12% | 1,298,768 | $165.0M | Add +94.9% |
| ISRG Intuitive Surgical Inc. | 1.09% | 307,630 | $160.6M | Add +0.1% |
| CW Curtiss-Wright Corp. | 1.06% | 441,798 | $156.8M | Reduce -3.8% |
| HD Home Depot Inc. | 1.05% | 399,462 | $155.4M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.05% | 200,639 | $154.9M | Reduce -0.5% |
| BSX Boston Scientific Corp. | 1.04% | 1,722,192 | $153.8M | Add +0.2% |
| DECK Deckers Outdoor Corp. | 1.04% | 755,699 | $153.5M | Reduce -14.5% |
| GS Goldman Sachs Group Inc. | 1.02% | 263,374 | $150.8M | Add +1.2% |
| SPSC SPS Commerce Inc. | 1.01% | 808,339 | $148.7M | Reduce -3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 1,228,840 | $148.5M | Add +1.1% |
| CTAS Cintas Corp. | 0.99% | 803,874 | $146.9M | Add +2.5% |
| PEN Penumbra Inc. | 0.98% | 608,962 | $144.6M | Reduce -4.5% |
| RJF Raymond James Financial Inc. | 0.96% | 917,752 | $142.6M | Reduce -5.9% |
| EME Emcor Group Inc. | 0.95% | 310,103 | $140.8M | Reduce -7.5% |
| HWM Howmet Aerospace Inc. | 0.95% | 1,282,137 | $140.2M | Add +0.9% |
| INTU Intuit Inc. | 0.93% | 217,954 | $137.0M | Add +0.3% |
| SNPS Synopsys Inc. | 0.92% | 278,973 | $135.4M | Reduce -0.6% |
| DSGX The Descartes Systems Grp | 0.91% | 1,180,644 | $134.1M | Reduce -2.6% |
| SHW The Sherwin-Williams Co. | 0.90% | 393,110 | $133.6M | Reduce -0.7% |
| CPRT Copart Inc. | 0.90% | 2,324,988 | $133.4M | Reduce -11.4% |
| MLM Martin Marietta Materials | 0.89% | 254,116 | $131.3M | Add +0.4% |
| BRO Brown & Brown Inc. | 0.88% | 1,274,884 | $130.1M | Reduce -6.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.88% | 456,502 | $129.6M | Add +1.2% |
| USFD US Foods Holding Corp. | 0.87% | 1,901,614 | $128.3M | Reduce -3.5% |
| ORLY O'reilly Automotive Inc. | 0.86% | 107,706 | $127.7M | Reduce -19.6% |
| DT Dynatrace Inc. | 0.85% | 2,326,279 | $126.4M | Reduce -7.0% |
| CASY Casey's General Stores Inc. | 0.85% | 317,310 | $125.7M | Reduce -16.6% |
| PTC PTC Inc. | 0.84% | 672,686 | $123.7M | Add +1.5% |
| VVV Valvoline Inc. | 0.84% | 3,417,873 | $123.7M | Reduce -6.5% |
| PH Parker Hannifin Corp. | 0.82% | 190,701 | $121.3M | Add +15.5% |
| NFLX Netflix Inc. | 0.82% | 135,835 | $121.1M | Add +1.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.81% | 1,956,344 | $120.2M | Add +4.0% |
| RMD Resmed Inc. | 0.81% | 523,959 | $119.8M | Reduce -7.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.80% | 1,004,938 | $118.1M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.79% | 497,638 | $116.6M | Add +2.0% |
| CMG Chipotle Mexican Grill Inc. | 0.78% | 1,925,608 | $116.1M | Add +1.4% |
| CR Crane Co. | 0.78% | 756,107 | $114.7M | Reduce -5.3% |
| SAIA Saia Inc. | 0.77% | 251,550 | $114.6M | Reduce -8.3% |
| NVT Nvent Electric PLC | 0.77% | 1,674,445 | $114.1M | Reduce -3.9% |
| GDDY GoDaddy Inc. Class A | 0.76% | 567,070 | $111.9M | New |
| FDS Factset Research Systems Inc. | 0.75% | 230,798 | $110.8M | Reduce -7.0% |
| ATR Aptargroup Inc. | 0.75% | 703,308 | $110.5M | Add +4.1% |
| NXPI NXP Semiconductors NV | 0.74% | 523,573 | $108.8M | Add +0.3% |
| BAH Booz Allen Hamilton Holdings | 0.73% | 839,198 | $108.0M | Reduce -9.9% |
| TTWO Take-Two Interactive Softwre | 0.73% | 584,132 | $107.5M | Reduce -10.6% |
| BKR Baker Hughes Co. | 0.72% | 2,612,270 | $107.2M | New |
| WTS Watts Water Technologies-A | 0.72% | 524,330 | $106.6M | Reduce -9.8% |
| MCO Moody's Corp. | 0.72% | 224,928 | $106.5M | Add +1.4% |
| COO The Cooper Cos Inc. | 0.72% | 1,157,876 | $106.4M | Reduce -7.2% |
| CHD Church & Dwight Co. Inc. | 0.72% | 1,015,841 | $106.4M | Reduce -7.4% |
| TDY Teledyne Technologies Inc. | 0.72% | 228,190 | $105.9M | Reduce -16.9% |
| CRM Salesforce Inc. | 0.72% | 316,677 | $105.9M | Add +5.5% |
| DXCM Dexcom Inc. | 0.71% | 1,356,941 | $105.5M | Add +5456.9% |
| PANW Palo Alto Networks Inc. | 0.69% | 559,545 | $101.8M | Add +0.8% |
| DELL Dell Technologies -C | 0.68% | 875,297 | $100.9M | New |
| QLYS Qualys Inc. | 0.65% | 687,497 | $96.4M | Reduce -6.3% |
| WST West Pharmaceutical Services | 0.64% | 289,048 | $94.7M | Reduce -8.9% |
| HALO Halozyme Therapeutics Inc. | 0.63% | 1,959,736 | $93.7M | Reduce -19.5% |
| IWP iShares Russell Mid-Cap Grow | 0.59% | 687,453 | $87.1M | Add +86.8% |
| STRL Sterling Infrastructure Inc. | 0.57% | 499,943 | $84.2M | Reduce -22.8% |
| SHOP Shopify Inc. Class A | 0.57% | 790,693 | $84.1M | New |
| ONTO Onto Innovation Inc. | 0.55% | 488,180 | $81.4M | Reduce -54.5% |
| VCEL Vericel Corp. | 0.54% | 1,454,139 | $79.8M | Add +12.6% |
| CVLT Commvault Systems Inc. | 0.53% | 520,378 | $78.5M | Add +5.7% |
| MPWR Monolithic Power Systems Inc. | 0.52% | 130,702 | $77.3M | Reduce -9.4% |
| BMI Badger Meter Inc. | 0.52% | 363,164 | $77.0M | Add +23.1% |
| ELF Elf Beauty Inc. | 0.52% | 610,990 | $76.7M | Add +21.3% |
| CSW CSW Industrials Inc. | 0.49% | 206,195 | $72.7M | Add +1.3% |
| MKTX Marketaxess Holdings Inc. | 0.48% | 314,561 | $71.1M | New |
| PBH Prestige Consumer Healthcare | 0.48% | 908,742 | $71.0M | Add +5.0% |
| KNF Knife River Corp. | 0.48% | 696,245 | $70.8M | Add +2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 135,855 | $70.7M | Reduce -23.5% |
| AEO American Eagle Outfitters | 0.47% | 4,193,786 | $69.9M | Reduce -21.6% |
| UFPT Ufp Technologies Inc. | 0.46% | 281,325 | $68.8M | Add +14.2% |
| LGND Ligand Pharmaceuticals | 0.45% | 621,482 | $66.6M | Add +2.9% |
| LMAT Lemaitre Vascular Inc. | 0.45% | 722,325 | $66.6M | Add +1.8% |
| ITGR Integer Holdings Corp. | 0.45% | 498,350 | $66.0M | Add +2.0% |
| BOOT Boot Barn Holdings Inc. | 0.45% | 433,795 | $65.9M | Reduce -9.4% |
| PJT PJT Partners Inc. Class A | 0.43% | 405,681 | $64.0M | Add +27.6% |
| IDCC Interdigital Inc. | 0.42% | 323,061 | $62.6M | New |
| MOG.A Moog Inc. Class A | 0.41% | 309,786 | $61.0M | Add +1.6% |
| LRN Stride Inc. | 0.41% | 578,540 | $60.1M | Add +8.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.40% | 147,149 | $59.3M | Reduce -22.0% |
| MMSI Merit Medical Systems Inc. | 0.39% | 600,686 | $58.1M | Add +1.8% |
| ACIW Aci Worldwide Inc. | 0.38% | 1,078,752 | $56.0M | New |
| NPO Enpro Inc. | 0.37% | 313,759 | $54.1M | Add +1.5% |
| SKY Champion Homes Inc. | 0.36% | 608,035 | $53.6M | Add +4.0% |
| BOX Box Inc. Class A | 0.35% | 1,659,646 | $52.4M | Add +17.5% |
Portfolio Sells Q3 2024 → Q4 2024
| ONTO Onto Innovation Inc. | Reduce -54.5% | 0.55% | −0.97 |
| FN Fabrinet | Reduce -96.6% | 0.03% | −0.78 |
| HOLX Hologic Inc. | Reduce -98.3% | 0.01% | −0.74 |
| POOL Pool Corp. | Reduce -87.6% | 0.09% | −0.73 |
| XOM Exxon Mobil Corp. | Reduce -89.8% | 0.07% | −0.69 |
| ZTS Zoetis Inc. | Reduce -66.9% | 0.25% | −0.67 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.65 |
| CRL Charles River Laboratories | Reduce -99.0% | 0.01% | −0.58 |
| FIX Comfort Systems USA Inc. | Reduce -62.6% | 0.28% | −0.42 |
| ICFI Icf International Inc. | Reduce -98.3% | 0.00% | −0.40 |
| MPWR Monolithic Power Systems Inc. | Reduce -9.4% | 0.52% | −0.39 |
| AEO American Eagle Outfitters | Reduce -21.6% | 0.47% | −0.34 |
| HALO Halozyme Therapeutics Inc. | Reduce -19.5% | 0.63% | −0.32 |
| BAH Booz Allen Hamilton Holdings | Reduce -9.9% | 0.73% | −0.30 |
| MGPI MGP Ingredients Inc. | Sold out | 0.00% | −0.28 |
| TMO Thermo Fisher Scientific Inc. | Reduce -23.5% | 0.48% | −0.27 |
| COO The Cooper Cos Inc. | Reduce -7.2% | 0.72% | −0.22 |
| VVV Valvoline Inc. | Reduce -6.5% | 0.84% | −0.21 |
| WFRD Weatherford International PL | Reduce -27.8% | 0.32% | −0.21 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -22.0% | 0.40% | −0.20 |
| ORLY O'reilly Automotive Inc. | Reduce -19.6% | 0.86% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 1.05% | −0.17 |
| RMD Resmed Inc. | Reduce -7.7% | 0.81% | −0.13 |
| SHW The Sherwin-Williams Co. | Reduce -0.7% | 0.90% | −0.13 |
| CASY Casey's General Stores Inc. | Reduce -16.6% | 0.85% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -74.0% | 0.03% | −0.12 |
| ABBV Abbvie Inc. | Reduce -87.2% | 0.01% | −0.11 |
| CALX Calix Inc. | Reduce -18.5% | 0.30% | −0.11 |
| SPSC SPS Commerce Inc. | Reduce -3.9% | 1.01% | −0.11 |
| TDY Teledyne Technologies Inc. | Reduce -16.9% | 0.72% | −0.10 |
| ITW Illinois Tool Works | Reduce -95.4% | 0.00% | −0.10 |
| BOOT Boot Barn Holdings Inc. | Reduce -9.4% | 0.45% | −0.10 |
| WTS Watts Water Technologies-A | Reduce -9.8% | 0.72% | −0.10 |
| CR Crane Co. | Reduce -5.3% | 0.78% | −0.09 |
| BRO Brown & Brown Inc. | Reduce -6.4% | 0.88% | −0.08 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.07 |
| STRL Sterling Infrastructure Inc. | Reduce -22.8% | 0.57% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -7.4% | 0.72% | −0.06 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.06 |
| NVT Nvent Electric PLC | Reduce -3.9% | 0.77% | −0.06 |
| FCN Fti Consulting Inc. | Reduce -2.8% | 0.27% | −0.06 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| DT Dynatrace Inc. | Reduce -7.0% | 0.85% | −0.06 |
| SNPS Synopsys Inc. | Reduce -0.6% | 0.92% | −0.05 |
| MOD Modine Manufacturing Co. | Reduce -49.0% | 0.04% | −0.05 |
| WAL Western Alliance Bancorp | Reduce -19.5% | 0.15% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -23.1% | 0.08% | −0.04 |
| SAIA Saia Inc. | Reduce -8.3% | 0.77% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -75.5% | 0.01% | −0.04 |
| CPRT Copart Inc. | Reduce -11.4% | 0.90% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| OLLI Ollie's Bargain Outlet Holdi | Add +181.6% | 1.42% | +0.97 |
| GDDY GoDaddy Inc. Class A | New | 0.76% | +0.76 |
| BKR Baker Hughes Co. | New | 0.72% | +0.72 |
| DXCM Dexcom Inc. | Add +5456.9% | 0.71% | +0.70 |
| DELL Dell Technologies -C | New | 0.68% | +0.68 |
| SFM Sprouts Farmers Market Inc. | Add +94.9% | 1.12% | +0.61 |
| SHOP Shopify Inc. Class A | New | 0.57% | +0.57 |
| MKTX Marketaxess Holdings Inc. | New | 0.48% | +0.48 |
| IDCC Interdigital Inc. | New | 0.42% | +0.42 |
| ACIW Aci Worldwide Inc. | New | 0.38% | +0.38 |
| PRIM Primoris Services Corp. | New | 0.33% | +0.33 |
| RMBS Rambus Inc. | New | 0.31% | +0.31 |
| IWP iShares Russell Mid-Cap Grow | Add +86.8% | 0.59% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +7.4% | 1.41% | +0.25 |
| NVDA Nvidia Corp. | Add +0.4% | 2.43% | +0.22 |
| NOW ServiceNow Inc. | Add +1.0% | 1.27% | +0.20 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.37% | +0.20 |
| NFLX Netflix Inc. | Add +1.6% | 0.82% | +0.17 |
| P Everpure Inc. Class A | Add +4.0% | 0.81% | +0.17 |
| VCEL Vericel Corp. | Add +12.6% | 0.54% | +0.17 |
| V Visa Inc. Class A | Add +1.1% | 1.26% | +0.17 |
| AAPL Apple Inc. | Add +0.5% | 2.44% | +0.16 |
| CRM Salesforce Inc. | Add +5.5% | 0.72% | +0.16 |
| ELF Elf Beauty Inc. | Add +21.3% | 0.52% | +0.14 |
| PJT PJT Partners Inc. Class A | Add +27.6% | 0.43% | +0.14 |
| GS Goldman Sachs Group Inc. | Add +1.2% | 1.02% | +0.14 |
| IWF iShares Russell 1000 Growth | Add +511.9% | 0.16% | +0.14 |
| MSFT Microsoft Corp. | Add +10.5% | 1.89% | +0.13 |
| PH Parker Hannifin Corp. | Add +15.5% | 0.82% | +0.11 |
| LRN Stride Inc. | Add +8.2% | 0.41% | +0.10 |
| IWO iShares Russell 2000 Growth | Add +2269.8% | 0.09% | +0.09 |
| BMI Badger Meter Inc. | Add +23.1% | 0.52% | +0.08 |
| HWM Howmet Aerospace Inc. | Add +0.9% | 0.95% | +0.08 |
| KNF Knife River Corp. | Add +2.5% | 0.48% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +2342.0% | 0.07% | +0.06 |
| TRNO Terreno Realty Corp. | Add +72.0% | 0.18% | +0.06 |
| BSX Boston Scientific Corp. | Add +0.2% | 1.04% | +0.06 |
| MYRG MYR Group Inc./Delaware | Add +111.3% | 0.09% | +0.06 |
| PSN Parsons Corp. | New | 0.06% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 1.09% | +0.06 |
| SUM Summit Materials Inc. Class A | Add +9.5% | 0.19% | +0.06 |
| PBH Prestige Consumer Healthcare | Add +5.0% | 0.48% | +0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +68.0% | 0.12% | +0.05 |
| CNS Cohen & Steers Inc. | Add +22.0% | 0.33% | +0.05 |
| CYBR Cyberark Software Ltd./Israel | Add +17.2% | 0.19% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +15.9% | 0.19% | +0.04 |
| OII Oceaneering Intl Inc. | Add +11.2% | 0.31% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.8% | 0.69% | +0.04 |
| META Meta Platforms Inc. Class A | Add +1.6% | 1.37% | +0.04 |
| BOX Box Inc. Class A | Add +17.5% | 0.35% | +0.04 |
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 |