Congress Asset Management Co.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Congress Asset Management Co. reported 392 stock positions worth $15.0 billion. Its top holding was Nvidia (NVDA) at 3.3% of the portfolio, followed by Apple (AAPL, 2.4%) and Microsoft (MSFT, 2.3%). Compared with Q2 2025, it opened 31 new positions, sold out of 21, added to 130 and reduced 214. The biggest buy was Amphenol Class A (APH, shares +236%) and the biggest sale an exit from Chipotle Mexican Grill (CMG).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $15.0B (Q3 2025)
- SEC Filing
- 0000897378-25-000016 ↗ filed Oct 10, 2025
Holdings Value
Holdings 392 stocks · $15.0B
| NVDA Nvidia Corp. | 3.27% | 2,635,985 | $491.8M | Reduce -0.5% |
| AAPL Apple Inc. | 2.40% | 1,414,488 | $360.2M | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.27% | 658,099 | $340.9M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.75% | 1,084,088 | $263.5M | Reduce -0.8% |
| ANET Arista Networks Inc. | 1.74% | 1,797,696 | $261.9M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.66% | 339,671 | $249.4M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.62% | 737,765 | $243.4M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 1.38% | 260,704 | $207.6M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.37% | 222,685 | $206.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.35% | 924,236 | $202.9M | Add +0.7% |
| OLLI Ollie's Bargain Outlet Holdi | 1.32% | 1,549,935 | $199.0M | Reduce -9.6% |
| V Visa Inc. Class A | 1.31% | 577,903 | $197.3M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 1.29% | 519,670 | $194.5M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.20% | 1,244,635 | $179.9M | Add +1.9% |
| STRL Sterling Infrastructure Inc. | 1.15% | 509,344 | $173.0M | Reduce -7.0% |
| ORLY O'reilly Automotive Inc. | 1.12% | 1,567,290 | $169.0M | Reduce -0.8% |
| NFLX Netflix Inc. | 1.12% | 140,052 | $167.9M | Add +0.3% |
| BSX Boston Scientific Corp. | 1.09% | 1,684,077 | $164.4M | Reduce -1.0% |
| CW Curtiss-Wright Corp. | 1.09% | 301,259 | $163.6M | Reduce -7.5% |
| HWM Howmet Aerospace Inc. | 1.08% | 825,622 | $162.0M | Reduce -28.2% |
| DT Dynatrace Inc. | 1.07% | 3,331,422 | $161.4M | Add +6.8% |
| NOW ServiceNow Inc. | 1.07% | 174,579 | $160.7M | Reduce -0.8% |
| CTAS Cintas Corp. | 1.06% | 774,096 | $158.9M | Reduce -0.8% |
| HD Home Depot Inc. | 1.05% | 391,241 | $158.5M | Reduce -0.6% |
| DELL Dell Technologies -C | 1.04% | 1,102,753 | $156.3M | Add +2.4% |
| MLM Martin Marietta Materials | 1.03% | 244,500 | $154.1M | Reduce -0.7% |
| PH Parker Hannifin Corp. | 0.96% | 189,825 | $143.9M | Reduce -0.7% |
| ISRG Intuitive Surgical Inc. | 0.95% | 319,486 | $142.9M | Add +1.3% |
| UBER Uber Technologies Inc. | 0.94% | 1,434,568 | $140.5M | Reduce -3.1% |
| RMBS Rambus Inc. | 0.93% | 1,347,185 | $140.4M | Add +5.5% |
| ECL Ecolab Inc. | 0.89% | 490,710 | $134.4M | Reduce -1.3% |
| SNPS Synopsys Inc. | 0.89% | 270,012 | $133.2M | Reduce -1.4% |
| CYBR Cyberark Software Ltd./Israel | 0.88% | 272,506 | $131.7M | Reduce -7.5% |
| EME Emcor Group Inc. | 0.87% | 201,693 | $131.0M | Reduce -15.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.82% | 399,210 | $123.7M | Reduce -0.6% |
| NVT Nvent Electric PLC | 0.81% | 1,241,384 | $122.5M | Reduce -10.3% |
| IDCC Interdigital Inc. | 0.81% | 353,017 | $121.9M | Add +2.7% |
| SHOP Shopify Inc. Class A | 0.81% | 818,187 | $121.6M | Add +0.5% |
| APH Amphenol Corp. Class A | 0.80% | 968,173 | $119.8M | Add +235.5% |
| WMB Williams Cos Inc. | 0.79% | 1,878,965 | $119.0M | Reduce -0.6% |
| LGND Ligand Pharmaceuticals | 0.79% | 667,311 | $118.2M | Add +3.0% |
| MSI Motorola Solutions Inc. | 0.76% | 249,733 | $114.2M | Add +20.5% |
| PANW Palo Alto Networks Inc. | 0.75% | 557,114 | $113.4M | Reduce -0.7% |
| CVLT Commvault Systems Inc. | 0.75% | 596,998 | $112.7M | Add +4.6% |
| RJF Raymond James Financial Inc. | 0.73% | 639,090 | $110.3M | Reduce -13.8% |
| TKO Tko Group Holdings Inc. | 0.73% | 545,079 | $110.1M | Add +20.9% |
| PRIM Primoris Services Corp. | 0.73% | 796,236 | $109.3M | Reduce -0.0% |
| AVAV Aerovironment Inc. | 0.73% | 346,999 | $109.3M | Add +1.4% |
| PEN Penumbra Inc. | 0.72% | 429,172 | $108.7M | Reduce -5.6% |
| MCO Moody's Corp. | 0.70% | 221,975 | $105.8M | Reduce -1.1% |
| HALO Halozyme Therapeutics Inc. | 0.70% | 1,436,533 | $105.4M | Reduce -21.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.70% | 1,252,289 | $105.0M | Reduce -10.3% |
| WELL Welltower Inc. | 0.70% | 588,622 | $104.9M | Add +1.7% |
| MPWR Monolithic Power Systems Inc. | 0.66% | 108,271 | $99.7M | Reduce -13.5% |
| CR Crane Co. | 0.63% | 513,835 | $94.6M | Reduce -13.7% |
| PJT PJT Partners Inc. Class A | 0.63% | 531,378 | $94.4M | Add +5.4% |
| GRMN Garmin Ltd. | 0.62% | 377,431 | $92.9M | Reduce -10.7% |
| BOOT Boot Barn Holdings Inc. | 0.62% | 560,063 | $92.8M | Add +22.0% |
| CASY Casey's General Stores Inc. | 0.61% | 161,908 | $91.5M | Reduce -32.0% |
| NVMI Nova Ltd. | 0.61% | 286,076 | $91.4M | Add +2.7% |
| CALX Calix Inc. | 0.60% | 1,463,202 | $89.8M | Add +3.2% |
| HEI Heico Corp. | 0.59% | 272,483 | $88.0M | Reduce -11.7% |
| NET Cloudflare Inc. Class A | 0.57% | 401,768 | $86.2M | Reduce -6.7% |
| GWRE Guidewire Software Inc. | 0.54% | 354,699 | $81.5M | Reduce -14.8% |
| PWR Quanta Services Inc. | 0.54% | 196,145 | $81.3M | Add +316.9% |
| NPO Enpro Inc. | 0.53% | 350,557 | $79.2M | Add +2.6% |
| FIX Comfort Systems USA Inc. | 0.53% | 95,877 | $79.1M | Reduce -14.0% |
| EHC Encompass Health Corp. | 0.52% | 619,391 | $78.7M | Reduce -18.1% |
| CXT Crane NXT Co. | 0.52% | 1,167,160 | $78.3M | Add +4.4% |
| TPR Tapestry Inc. | 0.52% | 687,164 | $77.8M | New |
| HLI Houlihan Lokey Inc. | 0.51% | 375,300 | $77.1M | Reduce -14.3% |
| FAST Fastenal Co. | 0.51% | 1,549,749 | $76.0M | Reduce -11.7% |
| MOD Modine Manufacturing Co. | 0.50% | 527,480 | $75.0M | Add +954.8% |
| TILE Interface Inc. | 0.49% | 2,544,381 | $73.6M | Add +2.9% |
| MOG.A Moog Inc. Class A | 0.49% | 351,226 | $72.9M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 149,885 | $72.7M | Reduce -7.8% |
| ABCB Ameris Bancorp | 0.47% | 969,680 | $71.1M | Add +2.8% |
| CARG Cargurus Inc. | 0.47% | 1,903,207 | $70.9M | New |
| ACIW Aci Worldwide Inc. | 0.47% | 1,338,179 | $70.6M | Add +13.1% |
| SKY Champion Homes Inc. | 0.47% | 923,465 | $70.5M | Add +25.5% |
| LRN Stride Inc. | 0.46% | 465,574 | $69.3M | Reduce -20.6% |
| UTI Universal Technical Institut | 0.45% | 2,076,255 | $67.6M | Add +11.2% |
| SXT Sensient Technologies Corp. | 0.45% | 716,638 | $67.3M | Add +4.3% |
| DSGX The Descartes Systems Grp | 0.44% | 708,306 | $66.7M | Reduce -19.6% |
| UFPT Ufp Technologies Inc. | 0.44% | 333,214 | $66.5M | Add +1.8% |
| AUB Atlantic Union Bankshares Co. | 0.44% | 1,877,188 | $66.2M | Add +1022.6% |
| JBTM JBT Marel Corp. | 0.44% | 466,978 | $65.6M | Add +4.9% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 357,679 | $65.2M | Add +433.9% |
| VIK Viking Holdings Ltd. | 0.43% | 1,046,347 | $65.0M | New |
| PINS Pinterest Inc. Class A | 0.43% | 2,002,793 | $64.4M | Reduce -13.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.42% | 160,875 | $63.0M | Reduce -14.4% |
| BRO Brown & Brown Inc. | 0.42% | 669,667 | $62.8M | Reduce -20.3% |
| BOX Box Inc. Class A | 0.42% | 1,939,714 | $62.6M | Add +2.8% |
| TSCO Tractor Supply Company | 0.41% | 1,079,186 | $61.4M | Add +5.3% |
| FSS Federal Signal Corp. | 0.41% | 512,896 | $61.0M | Add +5.1% |
| LMAT Lemaitre Vascular Inc. | 0.40% | 692,266 | $60.6M | Add +2.7% |
| CRDO Credo Technology Group Holdi | 0.40% | 413,818 | $60.3M | Add +992.0% |
| ITGR Integer Holdings Corp. | 0.40% | 578,287 | $59.8M | Add +8.9% |
| NOVT Novanta Inc. | 0.39% | 590,647 | $59.2M | New |
| KNF Knife River Corp. | 0.39% | 766,403 | $58.9M | Add +2.9% |
Portfolio Sells Q2 2025 → Q3 2025
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.73 |
| TTD Trade Desk Inc./the Class A | Reduce -99.5% | 0.00% | −0.72 |
| DXCM Dexcom Inc. | Reduce -98.7% | 0.01% | −0.62 |
| BMI Badger Meter Inc. | Reduce -78.3% | 0.10% | −0.58 |
| ATR Aptargroup Inc. | Reduce -99.7% | 0.00% | −0.55 |
| USFD US Foods Holding Corp. | Reduce -98.2% | 0.01% | −0.52 |
| ELF Elf Beauty Inc. | Reduce -62.5% | 0.31% | −0.50 |
| DECK Deckers Outdoor Corp. | Reduce -97.2% | 0.01% | −0.49 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.44 |
| PBH Prestige Consumer Healthcare | Reduce -70.7% | 0.12% | −0.43 |
| SFM Sprouts Farmers Market Inc. | Reduce -43.9% | 0.24% | −0.43 |
| HWM Howmet Aerospace Inc. | Reduce -28.2% | 1.08% | −0.39 |
| INSP Inspire Medical Systems Inc. | Reduce -96.4% | 0.01% | −0.33 |
| GDDY GoDaddy Inc. Class A | Reduce -42.1% | 0.22% | −0.29 |
| COO The Cooper Cos Inc. | Reduce -54.5% | 0.21% | −0.28 |
| FICO Fair Isaac Corp. | Reduce -27.1% | 0.35% | −0.26 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -9.6% | 1.32% | −0.23 |
| CASY Casey's General Stores Inc. | Reduce -32.0% | 0.61% | −0.22 |
| BRO Brown & Brown Inc. | Reduce -20.3% | 0.42% | −0.22 |
| TXRH Texas Roadhouse Inc. | Reduce -28.2% | 0.33% | −0.20 |
| VCEL Vericel Corp. | Reduce -14.2% | 0.31% | −0.20 |
| NOW ServiceNow Inc. | Reduce -0.8% | 1.07% | −0.17 |
| DSGX The Descartes Systems Grp | Reduce -19.6% | 0.44% | −0.17 |
| CAVA Cava Group Inc. | Reduce -11.0% | 0.27% | −0.17 |
| BSX Boston Scientific Corp. | Reduce -1.0% | 1.09% | −0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -14.4% | 0.42% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 1.37% | −0.15 |
| CR Crane Co. | Reduce -13.7% | 0.63% | −0.15 |
| PINS Pinterest Inc. Class A | Reduce -13.0% | 0.43% | −0.14 |
| CTAS Cintas Corp. | Reduce -0.8% | 1.06% | −0.14 |
| GWRE Guidewire Software Inc. | Reduce -14.8% | 0.54% | −0.13 |
| LRN Stride Inc. | Reduce -20.6% | 0.46% | −0.12 |
| POWI Power Integrations Inc. | Reduce -17.4% | 0.16% | −0.12 |
| EHC Encompass Health Corp. | Reduce -18.1% | 0.52% | −0.11 |
| HEI Heico Corp. | Reduce -11.7% | 0.59% | −0.11 |
| WHD Cactus Inc. Class A | Sold out | 0.00% | −0.11 |
| V Visa Inc. Class A | Reduce -0.7% | 1.31% | −0.10 |
| BAH Booz Allen Hamilton Holdings | Reduce -16.1% | 0.37% | −0.10 |
| CPRT Copart Inc. | Reduce -82.2% | 0.02% | −0.09 |
| CHH Choice Hotels Intl Inc. | Sold out | 0.00% | −0.09 |
| KNSL Kinsale Capital Group Inc. | Reduce -35.1% | 0.10% | −0.08 |
| PEN Penumbra Inc. | Reduce -5.6% | 0.72% | −0.08 |
| SNPS Synopsys Inc. | Reduce -1.4% | 0.89% | −0.08 |
| MCO Moody's Corp. | Reduce -1.1% | 0.70% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.66% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| BASE Couchbase Inc. | Sold out | 0.00% | −0.06 |
| AJG Arthur J Gallagher & Co. | Reduce -0.6% | 0.82% | −0.06 |
| FTNT Fortinet Inc. | Reduce -6.5% | 0.14% | −0.05 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| APH Amphenol Corp. Class A | Add +235.5% | 0.80% | +0.60 |
| TPR Tapestry Inc. | New | 0.52% | +0.52 |
| CARG Cargurus Inc. | New | 0.47% | +0.47 |
| MOD Modine Manufacturing Co. | Add +954.8% | 0.50% | +0.47 |
| VIK Viking Holdings Ltd. | New | 0.43% | +0.43 |
| PWR Quanta Services Inc. | Add +316.9% | 0.54% | +0.42 |
| AUB Atlantic Union Bankshares Co. | Add +1022.6% | 0.44% | +0.41 |
| NOVT Novanta Inc. | New | 0.39% | +0.39 |
| CRDO Credo Technology Group Holdi | Add +992.0% | 0.40% | +0.38 |
| RMBS Rambus Inc. | Add +5.5% | 0.93% | +0.37 |
| PLTR Palantir Technologies Inc. Class A | Add +433.9% | 0.43% | +0.37 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.36% | +0.36 |
| DHI D.R. Horton Inc. | New | 0.33% | +0.33 |
| TOST Toast Inc. Class A | New | 0.30% | +0.30 |
| IDCC Interdigital Inc. | Add +2.7% | 0.81% | +0.28 |
| LGND Ligand Pharmaceuticals | Add +3.0% | 0.79% | +0.28 |
| AVGO Broadcom Inc. | Add +0.0% | 1.62% | +0.22 |
| TKO Tko Group Holdings Inc. | Add +20.9% | 0.73% | +0.17 |
| SHOP Shopify Inc. Class A | Add +0.5% | 0.81% | +0.17 |
| TJX TJX Companies Inc. | Add +1.9% | 1.20% | +0.16 |
| MSI Motorola Solutions Inc. | Add +20.5% | 0.76% | +0.16 |
| SKY Champion Homes Inc. | Add +25.5% | 0.47% | +0.15 |
| BOOT Boot Barn Holdings Inc. | Add +22.0% | 0.62% | +0.14 |
| DELL Dell Technologies -C | Add +2.4% | 1.04% | +0.13 |
| TILE Interface Inc. | Add +2.9% | 0.49% | +0.13 |
| CXT Crane NXT Co. | Add +4.4% | 0.52% | +0.11 |
| MEDP Medpace Holdings Inc. | Add +12.5% | 0.22% | +0.10 |
| ACIW Aci Worldwide Inc. | Add +13.1% | 0.47% | +0.10 |
| WELL Welltower Inc. | Add +1.7% | 0.70% | +0.09 |
| NVMI Nova Ltd. | Add +2.7% | 0.61% | +0.08 |
| CALX Calix Inc. | Add +3.2% | 0.60% | +0.08 |
| NPO Enpro Inc. | Add +2.6% | 0.53% | +0.08 |
| EXLS Exlservice Holdings Inc. | Add +153.2% | 0.13% | +0.08 |
| BROS Dutch Bros Inc. Class A | New | 0.07% | +0.07 |
| JBTM JBT Marel Corp. | Add +4.9% | 0.44% | +0.07 |
| CVLT Commvault Systems Inc. | Add +4.6% | 0.75% | +0.07 |
| RGEN Repligen Corp. | Add +43.4% | 0.19% | +0.06 |
| AVAV Aerovironment Inc. | Add +1.4% | 0.73% | +0.06 |
| PJT PJT Partners Inc. Class A | Add +5.4% | 0.63% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +38.7% | 0.20% | +0.06 |
| ABCB Ameris Bancorp | Add +2.8% | 0.47% | +0.05 |
| HWKN Hawkins Inc. | Add +15.4% | 0.17% | +0.05 |
| FSS Federal Signal Corp. | Add +5.1% | 0.41% | +0.05 |
| VMI Valmont Industries | Add +13.3% | 0.19% | +0.05 |
| PTC PTC Inc. | Add +13.3% | 0.20% | +0.04 |
| RES RPC Inc. | New | 0.04% | +0.04 |
| VST Vistra Corp. | New | 0.04% | +0.04 |
| ACMR Acm Research Inc. Class A | Add +43.0% | 0.07% | +0.04 |
| TSCO Tractor Supply Company | Add +5.3% | 0.41% | +0.04 |
| SM SM Energy Co. | Add +19.9% | 0.20% | +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 |