Congress Asset Management Co.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Congress Asset Management Co. reported 382 stock positions worth $14.6 billion. Its top holding was Nvidia (NVDA) at 2.9% of the portfolio, followed by Microsoft (MSFT, 2.3%) and Apple (AAPL, 2.0%). Compared with Q1 2025, it opened 40 new positions, sold out of 23, added to 112 and reduced 213. The biggest buy was Broadcom (AVGO, shares +25%) and the biggest sale Eli Lilly (LLY, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $14.6B (Q2 2025)
- SEC Filing
- 0000897378-25-000005 ↗ filed Jul 16, 2025
Holdings Value
Holdings 382 stocks · $14.6B
| NVDA Nvidia Corp. | 2.87% | 2,649,792 | $418.6M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.26% | 662,102 | $329.3M | Add +0.4% |
| AAPL Apple Inc. | 2.00% | 1,421,677 | $291.7M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 1.73% | 341,294 | $251.9M | Reduce -1.1% |
| OLLI Ollie's Bargain Outlet Holdi | 1.55% | 1,714,761 | $226.0M | Reduce -6.2% |
| COST Costco Wholesale Corp. | 1.52% | 224,364 | $222.1M | Reduce -7.1% |
| HWM Howmet Aerospace Inc. | 1.47% | 1,149,372 | $213.9M | Reduce -10.8% |
| V Visa Inc. Class A | 1.42% | 582,011 | $206.6M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.39% | 737,729 | $203.4M | Add +24.7% |
| AMZN Amazon.com Inc. | 1.38% | 918,286 | $201.5M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.32% | 1,092,460 | $192.5M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 1.28% | 524,528 | $187.3M | Reduce -0.5% |
| NFLX Netflix Inc. | 1.28% | 139,607 | $187.0M | Add +0.8% |
| ANET Arista Networks Inc. | 1.28% | 1,818,720 | $186.1M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 1.28% | 262,742 | $186.0M | Reduce -1.0% |
| BSX Boston Scientific Corp. | 1.25% | 1,701,570 | $182.8M | Reduce -1.0% |
| NOW ServiceNow Inc. | 1.24% | 176,034 | $181.0M | Reduce -0.6% |
| CTAS Cintas Corp. | 1.19% | 780,515 | $174.0M | Reduce -3.0% |
| DT Dynatrace Inc. | 1.18% | 3,118,815 | $172.2M | Add +53.1% |
| ISRG Intuitive Surgical Inc. | 1.18% | 315,555 | $171.5M | Add +0.9% |
| CW Curtiss-Wright Corp. | 1.09% | 325,778 | $159.2M | Reduce -20.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.03% | 1,221,560 | $150.9M | Reduce -0.8% |
| HD Home Depot Inc. | 0.99% | 393,574 | $144.3M | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 0.98% | 1,580,484 | $142.4M | Reduce -1.0% |
| SNPS Synopsys Inc. | 0.96% | 273,864 | $140.4M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 0.95% | 1,480,594 | $138.1M | Add +8.5% |
| MLM Martin Marietta Materials | 0.93% | 246,286 | $135.2M | Reduce -3.0% |
| ECL Ecolab Inc. | 0.92% | 497,048 | $133.9M | Reduce -0.4% |
| PH Parker Hannifin Corp. | 0.92% | 191,151 | $133.5M | Reduce -0.2% |
| DELL Dell Technologies -C | 0.91% | 1,076,655 | $132.0M | Add +24.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.88% | 401,712 | $128.6M | Reduce -12.2% |
| EME Emcor Group Inc. | 0.87% | 238,100 | $127.4M | Reduce -16.7% |
| STRL Sterling Infrastructure Inc. | 0.87% | 547,688 | $126.4M | Add +2.9% |
| CASY Casey's General Stores Inc. | 0.83% | 238,024 | $121.5M | Reduce -12.9% |
| CYBR Cyberark Software Ltd./Israel | 0.82% | 294,451 | $119.8M | Reduce -11.5% |
| WMB Williams Cos Inc. | 0.81% | 1,890,509 | $118.7M | Add +0.2% |
| ELF Elf Beauty Inc. | 0.81% | 951,309 | $118.4M | Add +1.3% |
| PEN Penumbra Inc. | 0.80% | 454,699 | $116.7M | Reduce -16.8% |
| PANW Palo Alto Networks Inc. | 0.79% | 560,896 | $114.8M | Reduce -1.3% |
| RJF Raymond James Financial Inc. | 0.78% | 740,953 | $113.6M | Reduce -13.1% |
| CR Crane Co. | 0.78% | 595,071 | $113.0M | Reduce -14.8% |
| MCO Moody's Corp. | 0.77% | 224,420 | $112.6M | Reduce -0.5% |
| CMG Chipotle Mexican Grill Inc. | 0.73% | 1,906,169 | $107.0M | Add +9.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.72% | 1,455,744 | $104.8M | Reduce -1.5% |
| NVT Nvent Electric PLC | 0.70% | 1,384,247 | $101.4M | Reduce -7.2% |
| HEI Heico Corp. | 0.69% | 308,457 | $101.2M | Add +366.0% |
| BMI Badger Meter Inc. | 0.68% | 407,059 | $99.7M | Add +2.1% |
| CVLT Commvault Systems Inc. | 0.68% | 570,888 | $99.5M | Add +1.9% |
| GWRE Guidewire Software Inc. | 0.67% | 416,383 | $98.0M | Reduce -8.7% |
| SFM Sprouts Farmers Market Inc. | 0.67% | 592,945 | $97.6M | Reduce -11.7% |
| AVAV Aerovironment Inc. | 0.67% | 342,254 | $97.5M | Reduce -5.8% |
| HALO Halozyme Therapeutics Inc. | 0.65% | 1,835,411 | $95.5M | Reduce -13.9% |
| SHOP Shopify Inc. Class A | 0.64% | 813,858 | $93.9M | Add +8.8% |
| BRO Brown & Brown Inc. | 0.64% | 840,488 | $93.2M | Reduce -24.3% |
| EHC Encompass Health Corp. | 0.64% | 755,862 | $92.7M | New |
| DXCM Dexcom Inc. | 0.63% | 1,052,110 | $91.8M | Reduce -9.3% |
| MPWR Monolithic Power Systems Inc. | 0.63% | 125,169 | $91.5M | Add +2.0% |
| DSGX The Descartes Systems Grp | 0.61% | 880,804 | $89.5M | Reduce -15.5% |
| FICO Fair Isaac Corp. | 0.61% | 48,778 | $89.2M | Add +261.2% |
| WELL Welltower Inc. | 0.61% | 578,845 | $89.0M | New |
| GRMN Garmin Ltd. | 0.60% | 422,509 | $88.2M | Reduce -4.3% |
| MSI Motorola Solutions Inc. | 0.60% | 207,302 | $87.2M | New |
| LRN Stride Inc. | 0.58% | 586,715 | $85.2M | Reduce -49.8% |
| NET Cloudflare Inc. Class A | 0.58% | 430,400 | $84.3M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.57% | 188,004 | $83.7M | Add +0.2% |
| PJT PJT Partners Inc. Class A | 0.57% | 504,146 | $83.2M | Add +3.8% |
| PINS Pinterest Inc. Class A | 0.57% | 2,301,060 | $82.5M | New |
| TKO Tko Group Holdings Inc. | 0.56% | 450,979 | $82.1M | New |
| RMBS Rambus Inc. | 0.56% | 1,276,926 | $81.7M | Add +6.5% |
| PBH Prestige Consumer Healthcare | 0.55% | 1,009,595 | $80.6M | Add +1.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.55% | 1,396,861 | $80.4M | Reduce -15.1% |
| ATR Aptargroup Inc. | 0.55% | 512,531 | $80.2M | Reduce -12.6% |
| UFPT Ufp Technologies Inc. | 0.55% | 327,433 | $79.9M | Add +5.8% |
| HLI Houlihan Lokey Inc. | 0.54% | 438,060 | $78.8M | Reduce -13.1% |
| TXRH Texas Roadhouse Inc. | 0.53% | 415,455 | $77.9M | Reduce -10.8% |
| USFD US Foods Holding Corp. | 0.53% | 1,003,058 | $77.2M | Reduce -39.3% |
| IDCC Interdigital Inc. | 0.53% | 343,752 | $77.1M | Add +1.4% |
| NVMI Nova Ltd. | 0.53% | 278,638 | $76.7M | Add +1.4% |
| CALX Calix Inc. | 0.52% | 1,417,944 | $75.4M | Add +2.9% |
| VCEL Vericel Corp. | 0.51% | 1,742,324 | $74.1M | Add +18.0% |
| GDDY GoDaddy Inc. Class A | 0.51% | 409,838 | $73.8M | Reduce -10.9% |
| FAST Fastenal Co. | 0.51% | 1,755,545 | $73.7M | New |
| DECK Deckers Outdoor Corp. | 0.51% | 715,228 | $73.7M | Add +2.0% |
| LGND Ligand Pharmaceuticals | 0.51% | 647,941 | $73.7M | Add +0.8% |
| COO The Cooper Cos Inc. | 0.48% | 992,933 | $70.7M | Reduce -8.7% |
| BOOT Boot Barn Holdings Inc. | 0.48% | 459,153 | $69.8M | Add +0.3% |
| BAH Booz Allen Hamilton Holdings | 0.47% | 658,811 | $68.6M | Reduce -11.6% |
| SXT Sensient Technologies Corp. | 0.46% | 686,737 | $67.7M | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 162,498 | $65.9M | Reduce -3.1% |
| NPO Enpro Inc. | 0.45% | 341,565 | $65.4M | Add +0.8% |
| ITGR Integer Holdings Corp. | 0.45% | 530,807 | $65.3M | Add +1.6% |
| BOX Box Inc. Class A | 0.44% | 1,886,750 | $64.5M | Add +2.2% |
| MOG.A Moog Inc. Class A | 0.44% | 356,045 | $64.4M | Add +3.4% |
| MKTX Marketaxess Holdings Inc. | 0.44% | 286,276 | $63.9M | Reduce -16.2% |
| CAVA Cava Group Inc. | 0.43% | 751,994 | $63.3M | Add +30593.6% |
| UTI Universal Technical Institut | 0.43% | 1,866,779 | $63.3M | New |
| PRIM Primoris Services Corp. | 0.43% | 796,305 | $62.1M | Add +4.0% |
| ABCB Ameris Bancorp | 0.42% | 943,041 | $61.0M | Add +1.0% |
| KNF Knife River Corp. | 0.42% | 744,667 | $60.8M | Add +1.5% |
| CXT Crane NXT Co. | 0.41% | 1,118,445 | $60.3M | Add +40.4% |
Portfolio Sells Q1 2025 → Q2 2025
| LLY Eli Lilly & Co. | Reduce -91.2% | 0.09% | −1.13 |
| BKR Baker Hughes Co. | Reduce -92.3% | 0.05% | −0.83 |
| RMD Resmed Inc. | Reduce -99.0% | 0.01% | −0.81 |
| CPRT Copart Inc. | Reduce -85.4% | 0.10% | −0.80 |
| TDY Teledyne Technologies Inc. | Reduce -98.6% | 0.01% | −0.78 |
| CRM Salesforce Inc. | Reduce -98.7% | 0.01% | −0.61 |
| SAIA Saia Inc. | Reduce -99.4% | 0.00% | −0.58 |
| SPSC SPS Commerce Inc. | Reduce -77.9% | 0.14% | −0.55 |
| LRN Stride Inc. | Reduce -49.8% | 0.58% | −0.52 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.42 |
| ONTO Onto Innovation Inc. | Reduce -99.1% | 0.00% | −0.41 |
| AAPL Apple Inc. | Reduce -1.5% | 2.00% | −0.40 |
| BRO Brown & Brown Inc. | Reduce -24.3% | 0.64% | −0.39 |
| CRTO Criteo SA-Spon | Reduce -99.3% | 0.00% | −0.37 |
| HALO Halozyme Therapeutics Inc. | Reduce -13.9% | 0.65% | −0.36 |
| AJG Arthur J Gallagher & Co. | Reduce -12.2% | 0.88% | −0.30 |
| PEN Penumbra Inc. | Reduce -16.8% | 0.80% | −0.29 |
| OII Oceaneering Intl Inc. | Sold out | 0.00% | −0.29 |
| USFD US Foods Holding Corp. | Reduce -39.3% | 0.53% | −0.28 |
| IWP iShares Russell Mid-Cap Grow | Reduce -68.4% | 0.14% | −0.28 |
| IWF iShares Russell 1000 Growth | Reduce -77.0% | 0.08% | −0.25 |
| COO The Cooper Cos Inc. | Reduce -8.7% | 0.48% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -7.1% | 1.52% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.1% | 0.45% | −0.17 |
| DSGX The Descartes Systems Grp | Reduce -15.5% | 0.61% | −0.17 |
| ORLY O'reilly Automotive Inc. | Reduce -1.0% | 0.98% | −0.16 |
| AZEK The Azek Co. Inc. | Reduce -99.0% | 0.00% | −0.15 |
| V Visa Inc. Class A | Reduce -0.9% | 1.42% | −0.12 |
| MKTX Marketaxess Holdings Inc. | Reduce -16.2% | 0.44% | −0.11 |
| GDDY GoDaddy Inc. Class A | Reduce -10.9% | 0.51% | −0.11 |
| BAH Booz Allen Hamilton Holdings | Reduce -11.6% | 0.47% | −0.11 |
| GRMN Garmin Ltd. | Reduce -4.3% | 0.60% | −0.11 |
| SM SM Energy Co. | Reduce -19.7% | 0.17% | −0.11 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.11 |
| RJF Raymond James Financial Inc. | Reduce -13.1% | 0.78% | −0.11 |
| ATR Aptargroup Inc. | Reduce -12.6% | 0.55% | −0.10 |
| SFM Sprouts Farmers Market Inc. | Reduce -11.7% | 0.67% | −0.10 |
| HD Home Depot Inc. | Reduce -0.7% | 0.99% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -95.0% | 0.00% | −0.09 |
| TJX TJX Companies Inc. | Reduce -0.8% | 1.03% | −0.09 |
| EOG EOG Resources Inc. | Reduce -37.7% | 0.10% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -53.4% | 0.07% | −0.08 |
| WERN Werner Enterprises Inc. | Reduce -67.3% | 0.03% | −0.07 |
| HLI Houlihan Lokey Inc. | Reduce -13.1% | 0.54% | −0.07 |
| CNS Cohen & Steers Inc. | Reduce -3.3% | 0.33% | −0.07 |
| INTU Intuit Inc. | Reduce -81.3% | 0.02% | −0.06 |
| SMMD iShares Russell 2500 ETF | Reduce -67.4% | 0.03% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -12.9% | 0.83% | −0.05 |
| RRC Range Resources Corp. | Reduce -22.9% | 0.13% | −0.05 |
| TXRH Texas Roadhouse Inc. | Reduce -10.8% | 0.53% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +24.7% | 1.39% | +0.65 |
| EHC Encompass Health Corp. | New | 0.64% | +0.64 |
| WELL Welltower Inc. | New | 0.61% | +0.61 |
| MSI Motorola Solutions Inc. | New | 0.60% | +0.60 |
| NET Cloudflare Inc. Class A | New | 0.58% | +0.58 |
| PINS Pinterest Inc. Class A | New | 0.57% | +0.57 |
| TKO Tko Group Holdings Inc. | New | 0.56% | +0.56 |
| HEI Heico Corp. | Add +366.0% | 0.69% | +0.56 |
| FAST Fastenal Co. | New | 0.51% | +0.51 |
| DT Dynatrace Inc. | Add +53.1% | 1.18% | +0.46 |
| UTI Universal Technical Institut | New | 0.43% | +0.43 |
| CAVA Cava Group Inc. | Add +30593.6% | 0.43% | +0.43 |
| FICO Fair Isaac Corp. | Add +261.2% | 0.61% | +0.43 |
| STRL Sterling Infrastructure Inc. | Add +2.9% | 0.87% | +0.42 |
| MSFT Microsoft Corp. | Add +0.4% | 2.26% | +0.41 |
| ELF Elf Beauty Inc. | Add +1.3% | 0.81% | +0.37 |
| JBTM JBT Marel Corp. | New | 0.37% | +0.37 |
| FSS Federal Signal Corp. | New | 0.36% | +0.36 |
| NFLX Netflix Inc. | Add +0.8% | 1.28% | +0.32 |
| DELL Dell Technologies -C | Add +24.4% | 0.91% | +0.32 |
| UBER Uber Technologies Inc. | Add +8.5% | 0.95% | +0.20 |
| CMLIX Congress Large Cap Grow-Inst | New | 0.20% | +0.20 |
| CALX Calix Inc. | Add +2.9% | 0.52% | +0.15 |
| FIX Comfort Systems USA Inc. | Add +3.6% | 0.41% | +0.15 |
| NVMI Nova Ltd. | Add +1.4% | 0.53% | +0.15 |
| BMI Badger Meter Inc. | Add +2.1% | 0.68% | +0.12 |
| HWKN Hawkins Inc. | New | 0.12% | +0.12 |
| BOOT Boot Barn Holdings Inc. | Add +0.3% | 0.48% | +0.11 |
| SHOP Shopify Inc. Class A | Add +8.8% | 0.64% | +0.11 |
| CXT Crane NXT Co. | Add +40.4% | 0.41% | +0.11 |
| PRIM Primoris Services Corp. | Add +4.0% | 0.43% | +0.10 |
| RMBS Rambus Inc. | Add +6.5% | 0.56% | +0.10 |
| MPWR Monolithic Power Systems Inc. | Add +2.0% | 0.63% | +0.10 |
| SXT Sensient Technologies Corp. | Add +2.3% | 0.46% | +0.09 |
| UFPT Ufp Technologies Inc. | Add +5.8% | 0.55% | +0.08 |
| CMG Chipotle Mexican Grill Inc. | Add +9.1% | 0.73% | +0.08 |
| IESC Ies Holdings Inc. | New | 0.07% | +0.07 |
| PJT PJT Partners Inc. Class A | Add +3.8% | 0.57% | +0.07 |
| EXLS Exlservice Holdings Inc. | New | 0.05% | +0.05 |
| GPOR Gulfport Energy Corp. | New | 0.05% | +0.05 |
| NPO Enpro Inc. | Add +0.8% | 0.45% | +0.04 |
| ALKT Alkami Technology Inc. | New | 0.04% | +0.04 |
| AUB Atlantic Union Bankshares Co. | New | 0.04% | +0.04 |
| CCJ Cameco Corp. | New | 0.04% | +0.04 |
| ACMR Acm Research Inc. Class A | New | 0.04% | +0.04 |
| DUOL Duolingo | Add +6.5% | 0.15% | +0.03 |
| BWXT BWX Technologies Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +13.3% | 0.06% | +0.03 |
| CRDO Credo Technology Group Holdi | New | 0.02% | +0.02 |
| PODD Insulet Corp. | Add +5.8% | 0.17% | +0.02 |
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 |