Congress Asset Management Co.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Congress Asset Management Co. reported 365 stock positions worth $13.4 billion. Its top holding was Apple (AAPL) at 2.4% of the portfolio, followed by Nvidia (NVDA, 2.2%) and Microsoft (MSFT, 1.9%). Compared with Q4 2024, it opened 24 new positions, sold out of 45, added to 119 and reduced 208. The biggest buy was a new position in Williams Cos (WMB) and the biggest sale Intuit (INTU, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $13.4B (Q1 2025)
- SEC Filing
- 0000897378-25-000003 ↗ filed Apr 11, 2025
Holdings Value
Holdings 365 stocks · $13.4B
| AAPL Apple Inc. | 2.40% | 1,442,678 | $320.5M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.17% | 2,670,553 | $289.4M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.85% | 659,451 | $247.6M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.71% | 241,626 | $228.5M | Reduce -13.0% |
| OLLI Ollie's Bargain Outlet Holdi | 1.59% | 1,828,258 | $212.7M | Reduce -4.6% |
| V Visa Inc. Class A | 1.54% | 587,453 | $205.9M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.49% | 345,135 | $198.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.32% | 925,343 | $176.1M | Reduce -0.2% |
| BSX Boston Scientific Corp. | 1.30% | 1,718,828 | $173.4M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.27% | 1,098,606 | $169.9M | Reduce -0.3% |
| HWM Howmet Aerospace Inc. | 1.25% | 1,287,898 | $167.1M | Add +0.5% |
| CTAS Cintas Corp. | 1.24% | 804,474 | $165.3M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.23% | 198,284 | $163.8M | Reduce -1.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.18% | 457,577 | $158.0M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 1.16% | 312,708 | $154.9M | Add +1.6% |
| ORLY O'reilly Automotive Inc. | 1.14% | 106,416 | $152.5M | Reduce -1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.12% | 1,230,852 | $149.9M | Add +0.2% |
| LRN Stride Inc. | 1.11% | 1,169,748 | $148.0M | Add +102.2% |
| PEN Penumbra Inc. | 1.09% | 546,281 | $146.1M | Reduce -10.3% |
| HD Home Depot Inc. | 1.09% | 396,254 | $145.2M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 1.08% | 265,362 | $145.0M | Add +0.8% |
| ETN Eaton Corp. PLC | 1.07% | 527,006 | $143.3M | Add +0.5% |
| ANET Arista Networks Inc. | 1.06% | 1,828,295 | $141.7M | Reduce -0.6% |
| NOW ServiceNow Inc. | 1.05% | 177,159 | $141.0M | Reduce -0.3% |
| BRO Brown & Brown Inc. | 1.03% | 1,110,721 | $138.2M | Reduce -12.9% |
| HALO Halozyme Therapeutics Inc. | 1.02% | 2,132,707 | $136.1M | Add +8.8% |
| CW Curtiss-Wright Corp. | 0.97% | 409,528 | $129.9M | Reduce -7.3% |
| NFLX Netflix Inc. | 0.97% | 138,442 | $129.1M | Add +1.9% |
| ECL Ecolab Inc. | 0.95% | 498,883 | $126.5M | Add +0.3% |
| MLM Martin Marietta Materials | 0.91% | 253,949 | $121.4M | Reduce -0.1% |
| CPRT Copart Inc. | 0.90% | 2,135,607 | $120.9M | Reduce -8.2% |
| SNPS Synopsys Inc. | 0.89% | 276,965 | $118.8M | Reduce -0.7% |
| CASY Casey's General Stores Inc. | 0.89% | 273,175 | $118.6M | Reduce -13.9% |
| RJF Raymond James Financial Inc. | 0.89% | 853,002 | $118.5M | Reduce -7.1% |
| BKR Baker Hughes Co. | 0.88% | 2,690,942 | $118.3M | Add +3.0% |
| PH Parker Hannifin Corp. | 0.87% | 191,608 | $116.5M | Add +0.5% |
| WMB Williams Cos Inc. | 0.84% | 1,885,978 | $112.7M | New |
| CYBR Cyberark Software Ltd./Israel | 0.84% | 332,770 | $112.5M | Add +304.2% |
| RMD Resmed Inc. | 0.82% | 489,763 | $109.6M | Reduce -6.5% |
| USFD US Foods Holding Corp. | 0.81% | 1,652,805 | $108.2M | Reduce -13.1% |
| CR Crane Co. | 0.80% | 698,776 | $107.0M | Reduce -7.6% |
| EME Emcor Group Inc. | 0.79% | 285,689 | $105.6M | Reduce -7.9% |
| TDY Teledyne Technologies Inc. | 0.79% | 211,755 | $105.4M | Reduce -7.2% |
| DSGX The Descartes Systems Grp | 0.79% | 1,042,008 | $105.1M | Reduce -11.7% |
| MCO Moody's Corp. | 0.79% | 225,512 | $105.0M | Add +0.3% |
| SFM Sprouts Farmers Market Inc. | 0.77% | 671,817 | $102.5M | Reduce -48.3% |
| UBER Uber Technologies Inc. | 0.74% | 1,364,246 | $99.4M | New |
| AVGO Broadcom Inc. | 0.74% | 591,601 | $99.1M | Add +784.0% |
| PANW Palo Alto Networks Inc. | 0.73% | 568,046 | $96.9M | Add +1.5% |
| DT Dynatrace Inc. | 0.72% | 2,036,402 | $96.0M | Reduce -12.5% |
| GRMN Garmin Ltd. | 0.72% | 441,318 | $95.8M | Add +673.4% |
| SPSC SPS Commerce Inc. | 0.69% | 696,797 | $92.5M | Reduce -13.8% |
| COO The Cooper Cos Inc. | 0.69% | 1,088,062 | $91.8M | Reduce -6.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.68% | 187,576 | $90.9M | Add +27.5% |
| CVLT Commvault Systems Inc. | 0.66% | 560,442 | $88.4M | Add +7.7% |
| CMG Chipotle Mexican Grill Inc. | 0.66% | 1,747,944 | $87.8M | Reduce -9.2% |
| ATR Aptargroup Inc. | 0.65% | 586,438 | $87.0M | Reduce -16.6% |
| GWRE Guidewire Software Inc. | 0.64% | 456,092 | $85.5M | New |
| PBH Prestige Consumer Healthcare | 0.64% | 991,580 | $85.2M | Add +9.1% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 167,749 | $83.5M | Add +23.5% |
| GDDY GoDaddy Inc. Class A | 0.62% | 459,848 | $82.8M | Reduce -18.9% |
| CRM Salesforce Inc. | 0.61% | 306,085 | $82.1M | Reduce -3.3% |
| HLI Houlihan Lokey Inc. | 0.61% | 504,149 | $81.4M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.60% | 1,478,070 | $80.9M | Add +47.1% |
| DXCM Dexcom Inc. | 0.59% | 1,159,747 | $79.2M | Reduce -14.5% |
| DELL Dell Technologies -C | 0.59% | 865,191 | $78.9M | Reduce -1.1% |
| DECK Deckers Outdoor Corp. | 0.59% | 700,922 | $78.4M | Reduce -7.3% |
| NVT Nvent Electric PLC | 0.58% | 1,492,055 | $78.2M | Reduce -10.9% |
| BAH Booz Allen Hamilton Holdings | 0.58% | 745,163 | $77.9M | Reduce -11.2% |
| TXRH Texas Roadhouse Inc. | 0.58% | 465,679 | $77.6M | Add +8956.4% |
| SAIA Saia Inc. | 0.58% | 222,007 | $77.6M | Reduce -11.7% |
| BMI Badger Meter Inc. | 0.57% | 398,588 | $75.8M | Add +9.8% |
| MKTX Marketaxess Holdings Inc. | 0.55% | 341,738 | $73.9M | Add +8.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.54% | 1,644,902 | $72.8M | Reduce -15.9% |
| SHOP Shopify Inc. Class A | 0.53% | 748,195 | $71.4M | Reduce -5.4% |
| MPWR Monolithic Power Systems Inc. | 0.53% | 122,660 | $71.1M | Reduce -6.2% |
| IDCC Interdigital Inc. | 0.52% | 339,101 | $70.1M | Add +5.0% |
| LGND Ligand Pharmaceuticals | 0.51% | 642,712 | $67.6M | Add +3.4% |
| PJT PJT Partners Inc. Class A | 0.50% | 485,575 | $67.0M | Add +19.7% |
| MMSI Merit Medical Systems Inc. | 0.50% | 628,126 | $66.4M | Add +4.6% |
| KNF Knife River Corp. | 0.50% | 733,832 | $66.2M | Add +5.4% |
| VCEL Vericel Corp. | 0.49% | 1,476,718 | $65.9M | Add +1.6% |
| ACIW Aci Worldwide Inc. | 0.48% | 1,180,839 | $64.6M | Add +9.5% |
| SKY Champion Homes Inc. | 0.47% | 661,578 | $62.7M | Add +8.8% |
| UFPT Ufp Technologies Inc. | 0.47% | 309,395 | $62.4M | Add +10.0% |
| RMBS Rambus Inc. | 0.46% | 1,199,564 | $62.1M | Add +38.5% |
| ITGR Integer Holdings Corp. | 0.46% | 522,656 | $61.7M | Add +4.9% |
| STRL Sterling Infrastructure Inc. | 0.45% | 532,198 | $60.3M | Add +6.5% |
| CSW CSW Industrials Inc. | 0.45% | 205,871 | $60.0M | Reduce -0.2% |
| MOG.A Moog Inc. Class A | 0.45% | 344,402 | $59.7M | Add +11.2% |
| BCPC Balchem Corp. | 0.45% | 358,500 | $59.5M | Add +12.9% |
| ELF Elf Beauty Inc. | 0.44% | 938,970 | $59.0M | Add +53.7% |
| BOX Box Inc. Class A | 0.43% | 1,846,069 | $57.0M | Add +11.2% |
| WST West Pharmaceutical Services | 0.42% | 253,252 | $56.7M | Reduce -12.4% |
| IWP iShares Russell Mid-Cap Grow | 0.42% | 479,570 | $56.3M | Reduce -30.2% |
| TSCO Tractor Supply Company | 0.41% | 1,003,882 | $55.3M | Add +5.6% |
| ONTO Onto Innovation Inc. | 0.41% | 452,893 | $55.0M | Reduce -7.2% |
| NPO Enpro Inc. | 0.41% | 338,764 | $54.8M | Add +8.0% |
| LMAT Lemaitre Vascular Inc. | 0.40% | 644,415 | $54.1M | Reduce -10.8% |
| ABCB Ameris Bancorp | 0.40% | 933,493 | $53.7M | Add +13.6% |
Portfolio Sells Q4 2024 → Q1 2025
| INTU Intuit Inc. | Reduce -92.1% | 0.08% | −0.85 |
| VVV Valvoline Inc. | Reduce -99.7% | 0.00% | −0.83 |
| SHW The Sherwin-Williams Co. | Reduce -87.8% | 0.13% | −0.78 |
| FDS Factset Research Systems Inc. | Reduce -99.3% | 0.01% | −0.74 |
| NXPI NXP Semiconductors NV | Reduce -98.5% | 0.01% | −0.72 |
| WTS Watts Water Technologies-A | Reduce -99.0% | 0.01% | −0.71 |
| TTWO Take-Two Interactive Softwre | Reduce -98.2% | 0.02% | −0.71 |
| CHD Church & Dwight Co. Inc. | Reduce -97.8% | 0.02% | −0.70 |
| PTC PTC Inc. | Reduce -81.9% | 0.14% | −0.69 |
| QLYS Qualys Inc. | Reduce -98.7% | 0.01% | −0.64 |
| AEO American Eagle Outfitters | Reduce -99.5% | 0.00% | −0.47 |
| DECK Deckers Outdoor Corp. | Reduce -7.3% | 0.59% | −0.45 |
| SFM Sprouts Farmers Market Inc. | Reduce -48.3% | 0.77% | −0.35 |
| ANET Arista Networks Inc. | Reduce -0.6% | 1.06% | −0.31 |
| WFRD Weatherford International PL | Reduce -99.1% | 0.00% | −0.31 |
| SPSC SPS Commerce Inc. | Reduce -13.8% | 0.69% | −0.31 |
| P Everpure Inc. Class A | Reduce -15.9% | 0.54% | −0.27 |
| NVDA Nvidia Corp. | Reduce -0.2% | 2.17% | −0.26 |
| FCN Fti Consulting Inc. | Reduce -91.6% | 0.02% | −0.24 |
| NOW ServiceNow Inc. | Reduce -0.3% | 1.05% | −0.22 |
| WST West Pharmaceutical Services | Reduce -12.4% | 0.42% | −0.22 |
| SAIA Saia Inc. | Reduce -11.7% | 0.58% | −0.19 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.19 |
| NVT Nvent Electric PLC | Reduce -10.9% | 0.58% | −0.19 |
| IWP iShares Russell Mid-Cap Grow | Reduce -30.2% | 0.42% | −0.17 |
| EME Emcor Group Inc. | Reduce -7.9% | 0.79% | −0.16 |
| BAH Booz Allen Hamilton Holdings | Reduce -11.2% | 0.58% | −0.15 |
| ONTO Onto Innovation Inc. | Reduce -7.2% | 0.41% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 1.27% | −0.14 |
| GDDY GoDaddy Inc. Class A | Reduce -18.9% | 0.62% | −0.14 |
| DT Dynatrace Inc. | Reduce -12.5% | 0.72% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Reduce -9.2% | 0.66% | −0.13 |
| WSM Williams-Sonoma Inc. | Reduce -94.2% | 0.01% | −0.12 |
| DXCM Dexcom Inc. | Reduce -14.5% | 0.59% | −0.12 |
| DSGX The Descartes Systems Grp | Reduce -11.7% | 0.79% | −0.12 |
| CRM Salesforce Inc. | Reduce -3.3% | 0.61% | −0.10 |
| ATR Aptargroup Inc. | Reduce -16.6% | 0.65% | −0.10 |
| DELL Dell Technologies -C | Reduce -1.1% | 0.59% | −0.09 |
| HON Honeywell International Inc. | Reduce -87.2% | 0.01% | −0.09 |
| CW Curtiss-Wright Corp. | Reduce -7.3% | 0.97% | −0.09 |
| KBR KBR Inc. | Sold out | 0.00% | −0.09 |
| RJF Raymond James Financial Inc. | Reduce -7.1% | 0.89% | −0.08 |
| IWO iShares Russell 2000 Growth | Reduce -83.8% | 0.01% | −0.08 |
| USFD US Foods Holding Corp. | Reduce -13.1% | 0.81% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.32% | −0.06 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.06 |
| CATY Cathay General Bancorp | Sold out | 0.00% | −0.05 |
| WAL Western Alliance Bancorp | Reduce -34.9% | 0.10% | −0.05 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Reduce -0.1% | 2.40% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| WMB Williams Cos Inc. | New | 0.84% | +0.84 |
| UBER Uber Technologies Inc. | New | 0.74% | +0.74 |
| LRN Stride Inc. | Add +102.2% | 1.11% | +0.70 |
| CYBR Cyberark Software Ltd./Israel | Add +304.2% | 0.84% | +0.66 |
| GWRE Guidewire Software Inc. | New | 0.64% | +0.64 |
| GRMN Garmin Ltd. | Add +673.4% | 0.72% | +0.64 |
| AVGO Broadcom Inc. | Add +784.0% | 0.74% | +0.64 |
| HLI Houlihan Lokey Inc. | New | 0.61% | +0.61 |
| TXRH Texas Roadhouse Inc. | Add +8956.4% | 0.58% | +0.57 |
| DDOG Datadog Inc. Class A | New | 0.39% | +0.39 |
| HALO Halozyme Therapeutics Inc. | Add +8.8% | 1.02% | +0.38 |
| SXT Sensient Technologies Corp. | New | 0.37% | +0.37 |
| INSP Inspire Medical Systems Inc. | Add +3943.6% | 0.37% | +0.36 |
| TILE Interface Inc. | New | 0.34% | +0.34 |
| AJG Arthur J Gallagher & Co. | Add +0.2% | 1.18% | +0.31 |
| HWM Howmet Aerospace Inc. | Add +0.5% | 1.25% | +0.30 |
| VRTX Vertex Pharmaceuticals Inc. | Add +27.5% | 0.68% | +0.28 |
| CTAS Cintas Corp. | Add +0.1% | 1.24% | +0.24 |
| IWF iShares Russell 1000 Growth | Add +107.2% | 0.33% | +0.17 |
| BKR Baker Hughes Co. | Add +3.0% | 0.88% | +0.16 |
| PBH Prestige Consumer Healthcare | Add +9.1% | 0.64% | +0.16 |
| ECL Ecolab Inc. | Add +0.3% | 0.95% | +0.16 |
| RMBS Rambus Inc. | Add +38.5% | 0.46% | +0.16 |
| NFLX Netflix Inc. | Add +1.9% | 0.97% | +0.15 |
| TMO Thermo Fisher Scientific Inc. | Add +23.5% | 0.62% | +0.15 |
| CVLT Commvault Systems Inc. | Add +7.7% | 0.66% | +0.13 |
| TJX TJX Companies Inc. | Add +0.2% | 1.12% | +0.12 |
| DUOL Duolingo | New | 0.12% | +0.12 |
| SKY Champion Homes Inc. | Add +8.8% | 0.47% | +0.11 |
| ACIW Aci Worldwide Inc. | Add +9.5% | 0.48% | +0.10 |
| MMSI Merit Medical Systems Inc. | Add +4.6% | 0.50% | +0.10 |
| IDCC Interdigital Inc. | Add +5.0% | 0.52% | +0.10 |
| BCPC Balchem Corp. | Add +12.9% | 0.45% | +0.10 |
| CWAN Clearwater Analytics HDS-A | New | 0.09% | +0.09 |
| CART Maplebear Inc. | New | 0.09% | +0.09 |
| BJ Bj's Wholesale Club Holdings | Add +16.1% | 0.22% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +1.6% | 1.16% | +0.07 |
| TSCO Tractor Supply Company | Add +5.6% | 0.41% | +0.07 |
| CRTO Criteo SA-Spon | Add +25.4% | 0.37% | +0.07 |
| MKTX Marketaxess Holdings Inc. | Add +8.6% | 0.55% | +0.07 |
| BOX Box Inc. Class A | Add +11.2% | 0.43% | +0.07 |
| PJT PJT Partners Inc. Class A | Add +19.7% | 0.50% | +0.07 |
| MCO Moody's Corp. | Add +0.3% | 0.79% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 1.08% | +0.07 |
| CALX Calix Inc. | Add +8.1% | 0.37% | +0.06 |
| CNS Cohen & Steers Inc. | Add +24.3% | 0.39% | +0.06 |
| HE Hawaiian Electric Inds | New | 0.06% | +0.06 |
| TRNO Terreno Realty Corp. | Add +13.9% | 0.24% | +0.06 |
| SIGI Selective Insurance Group | New | 0.06% | +0.06 |
| STE Steris PLC | Add +12.3% | 0.21% | +0.06 |
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 |