Congress Asset Management Co.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Congress Asset Management Co. reported 417 stock positions worth $14.0 billion. Its top holding was Nvidia (NVDA) at 3.1% of the portfolio, followed by Apple (AAPL, 3.0%) and Alphabet Class A (GOOGL, 2.2%). Compared with Q4 2025, it opened 60 new positions, sold out of 24, added to 185 and reduced 154. The biggest buy was a new position in Hilton Worldwide (HLT) and the biggest sale Synopsys (SNPS, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000897378
- Portfolio Value
- $14.0B (Q1 2026)
- SEC Filing
- 0000897378-26-000005 ↗ filed Apr 14, 2026
Holdings Value
Holdings 417 stocks · $14.0B
| NVDA Nvidia Corp. | 3.14% | 2,510,028 | $437.7M | Reduce -1.1% |
| AAPL Apple Inc. | 2.97% | 1,631,485 | $414.1M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.17% | 1,054,554 | $303.2M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.69% | 638,107 | $236.2M | Reduce -0.8% |
| AVGO Broadcom Inc. | 1.68% | 757,731 | $234.5M | Add +3.6% |
| COST Costco Wholesale Corp. | 1.54% | 216,024 | $215.3M | Reduce -0.7% |
| ANET Arista Networks Inc. | 1.52% | 1,732,854 | $212.8M | Reduce -1.4% |
| STRL Sterling Infrastructure Inc. | 1.45% | 497,098 | $202.5M | Add +6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.38% | 1,203,988 | $192.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.35% | 903,120 | $188.1M | Reduce -0.5% |
| HWM Howmet Aerospace Inc. | 1.32% | 796,404 | $183.5M | Reduce -1.2% |
| ETN Eaton Corp. PLC | 1.29% | 503,728 | $180.2M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 1.25% | 303,914 | $173.9M | Reduce -0.5% |
| GEV GE Vernova Inc. | 1.24% | 198,825 | $173.6M | Add +3.7% |
| V Visa Inc. Class A | 1.22% | 562,093 | $169.9M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 1.15% | 189,415 | $160.2M | Reduce -26.1% |
| CW Curtiss-Wright Corp. | 1.11% | 227,835 | $155.2M | Reduce -15.6% |
| WELL Welltower Inc. | 1.06% | 750,200 | $148.3M | Reduce -0.4% |
| TKO Tko Group Holdings Inc. | 1.05% | 727,806 | $146.8M | Add +33.1% |
| ISRG Intuitive Surgical Inc. | 1.03% | 312,410 | $144.0M | Reduce -0.7% |
| PH Parker Hannifin Corp. | 1.02% | 159,176 | $142.5M | Reduce -14.6% |
| MOD Modine Manufacturing Co. | 1.01% | 650,673 | $141.0M | Add +14.4% |
| ORLY O'reilly Automotive Inc. | 1.01% | 1,524,657 | $140.7M | Reduce -0.8% |
| MLM Martin Marietta Materials | 1.00% | 237,971 | $140.1M | Reduce -0.7% |
| NVT Nvent Electric PLC | 0.95% | 1,121,791 | $132.7M | Reduce -3.0% |
| WMB Williams Cos Inc. | 0.95% | 1,819,871 | $132.5M | Reduce -1.4% |
| ECL Ecolab Inc. | 0.90% | 474,438 | $126.2M | Reduce -1.6% |
| APH Amphenol Corp. Class A | 0.88% | 967,292 | $122.2M | Add +0.5% |
| MOG.A Moog Inc. Class A | 0.84% | 402,562 | $117.8M | Add +9.9% |
| PRIM Primoris Services Corp. | 0.84% | 818,096 | $117.0M | Add +0.3% |
| IDCC Interdigital Inc. | 0.84% | 386,013 | $116.6M | Add +9.9% |
| RMBS Rambus Inc. | 0.79% | 1,275,978 | $109.8M | Reduce -9.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.78% | 82,626 | $109.1M | Add +538.5% |
| NOVT Novanta Inc. | 0.77% | 909,710 | $107.4M | Add +48.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.77% | 352,636 | $107.2M | New |
| BOOT Boot Barn Holdings Inc. | 0.75% | 717,574 | $105.0M | Add +15.3% |
| PEN Penumbra Inc. | 0.75% | 317,337 | $104.2M | Reduce -17.0% |
| NVMI Nova Ltd. | 0.75% | 239,708 | $104.1M | Reduce -17.7% |
| BSX Boston Scientific Corp. | 0.73% | 1,629,485 | $102.3M | Reduce -1.2% |
| UFPT Ufp Technologies Inc. | 0.73% | 523,438 | $101.3M | Add +18.7% |
| LGND Ligand Pharmaceuticals | 0.72% | 504,637 | $100.8M | Add +5.1% |
| UBER Uber Technologies Inc. | 0.72% | 1,396,539 | $100.5M | Reduce -2.8% |
| NPO Enpro Inc. | 0.72% | 398,431 | $99.9M | Add +5.9% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 200,288 | $98.4M | Reduce -4.2% |
| LLY Eli Lilly & Co. | 0.69% | 104,102 | $95.8M | Add +653.4% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.68% | 285,739 | $94.5M | Add +6.1% |
| RGEN Repligen Corp. | 0.67% | 797,867 | $94.0M | Add +6.9% |
| SHOP Shopify Inc. Class A | 0.67% | 791,990 | $93.9M | Reduce -1.3% |
| IDXX Idexx Laboratories Inc. | 0.67% | 166,686 | $93.7M | Add +8.3% |
| PWR Quanta Services Inc. | 0.67% | 170,192 | $93.4M | Reduce -4.2% |
| MCO Moody's Corp. | 0.67% | 213,331 | $93.1M | Reduce -2.0% |
| MPWR Monolithic Power Systems Inc. | 0.65% | 83,343 | $91.1M | Reduce -8.1% |
| LMAT Lemaitre Vascular Inc. | 0.65% | 834,529 | $91.1M | Add +14.0% |
| EAT Brinker International Inc. | 0.63% | 615,732 | $87.9M | Add +9.8% |
| CASY Casey's General Stores Inc. | 0.62% | 118,690 | $86.4M | Reduce -8.5% |
| ABCB Ameris Bancorp | 0.61% | 1,095,966 | $85.5M | Add +9.9% |
| NOW ServiceNow Inc. | 0.61% | 815,871 | $85.3M | Reduce -3.7% |
| PJT PJT Partners Inc. Class A | 0.61% | 604,352 | $84.4M | Add +3.5% |
| KEX Kirby Corp. | 0.60% | 625,542 | $83.1M | Add +18.1% |
| HALO Halozyme Therapeutics Inc. | 0.59% | 1,280,592 | $82.8M | Reduce -1.7% |
| EME Emcor Group Inc. | 0.58% | 110,208 | $81.4M | Reduce -30.4% |
| LIVN Livanova PLC | 0.58% | 1,274,820 | $81.0M | New |
| CALX Calix Inc. | 0.58% | 1,644,289 | $80.6M | Add +13.6% |
| TPR Tapestry Inc. | 0.57% | 568,566 | $80.2M | Reduce -6.8% |
| AUB Atlantic Union Bankshares Co. | 0.57% | 2,241,874 | $80.1M | Add +14.1% |
| OLLI Ollie's Bargain Outlet Holdi | 0.57% | 868,190 | $79.9M | Reduce -1.3% |
| UTI Universal Technical Institut | 0.56% | 2,152,978 | $77.7M | Add +27.1% |
| SKY Champion Homes Inc. | 0.55% | 1,040,888 | $77.4M | Add +9.6% |
| FIX Comfort Systems USA Inc. | 0.55% | 55,192 | $76.1M | Reduce -33.0% |
| BCPC Balchem Corp. | 0.54% | 445,813 | $75.6M | Add +17.7% |
| ACIW Aci Worldwide Inc. | 0.54% | 1,833,808 | $75.2M | Add +31.8% |
| MDB Mongodb Inc. | 0.53% | 301,897 | $73.9M | Add +199.8% |
| SXT Sensient Technologies Corp. | 0.53% | 848,960 | $73.4M | Add +15.6% |
| TGTX TG Therapeutics Inc. | 0.52% | 2,168,081 | $72.0M | Add +12.8% |
| CARG Cargurus Inc. | 0.52% | 2,110,537 | $71.9M | Add +7.8% |
| AVAV Aerovironment Inc. | 0.51% | 392,508 | $71.8M | Add +26.5% |
| JBTM JBT Marel Corp. | 0.51% | 557,378 | $71.3M | Add +13.0% |
| MMSI Merit Medical Systems Inc. | 0.51% | 1,029,249 | $70.9M | Add +20.0% |
| PLTR Palantir Technologies Inc. Class A | 0.51% | 484,714 | $70.9M | Add +33.8% |
| FSS Federal Signal Corp. | 0.50% | 642,360 | $69.5M | Add +16.5% |
| RJF Raymond James Financial Inc. | 0.49% | 471,389 | $68.3M | Reduce -8.3% |
| CR Crane Co. | 0.48% | 392,121 | $67.1M | Reduce -7.5% |
| AEIS Advanced Energy Industries | 0.48% | 207,371 | $66.9M | Reduce -8.6% |
| DT Dynatrace Inc. | 0.48% | 1,808,854 | $66.9M | Reduce -30.9% |
| CSW CSW Industrials Inc. | 0.47% | 252,348 | $65.8M | Add +13.9% |
| IBKR Interactive Brokers Gro Class A | 0.47% | 971,529 | $65.2M | Add +837.8% |
| VIK Viking Holdings Ltd. | 0.45% | 847,321 | $62.3M | Reduce -7.9% |
| CVLT Commvault Systems Inc. | 0.43% | 768,646 | $59.9M | Add +19.4% |
| HEI Heico Corp. | 0.41% | 210,300 | $57.7M | Reduce -5.8% |
| IMAX Imax Corp. | 0.41% | 1,510,375 | $57.4M | New |
| KRMN Karman Holdings Inc. | 0.41% | 707,196 | $56.6M | Add +113.7% |
| NET Cloudflare Inc. Class A | 0.40% | 273,756 | $56.5M | Reduce -20.4% |
| CXT Crane NXT Co. | 0.40% | 1,370,798 | $55.6M | Add +12.7% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.37% | 1,401,440 | $51.3M | Add +8.4% |
| FAST Fastenal Co. | 0.36% | 1,073,795 | $49.8M | Reduce -8.8% |
| VCEL Vericel Corp. | 0.35% | 1,506,918 | $48.5M | Reduce -9.5% |
| APG Api Group Corp. | 0.34% | 1,181,511 | $47.9M | Reduce -9.0% |
| FROG Jfrog Ltd. | 0.34% | 1,012,858 | $47.5M | New |
| ROST Ross Stores Inc. | 0.34% | 218,966 | $47.4M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 0.34% | 110,334 | $47.0M | Add +43.9% |
Portfolio Sells Q4 2025 → Q1 2026
| SNPS Synopsys Inc. | Reduce -92.3% | 0.06% | −0.81 |
| DELL Dell Technologies -C | Reduce -86.6% | 0.17% | −0.79 |
| NFLX Netflix Inc. | Reduce -83.0% | 0.16% | −0.75 |
| PANW Palo Alto Networks Inc. | Reduce -99.0% | 0.01% | −0.70 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.69% | −0.50 |
| GS Goldman Sachs Group Inc. | Reduce -26.1% | 1.15% | −0.44 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.42 |
| TILE Interface Inc. | Reduce -79.2% | 0.10% | −0.42 |
| BOX Box Inc. Class A | Reduce -99.3% | 0.00% | −0.39 |
| BSX Boston Scientific Corp. | Reduce -1.2% | 0.73% | −0.37 |
| P Everpure Inc. Class A | Reduce -76.4% | 0.09% | −0.34 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.33 |
| DT Dynatrace Inc. | Reduce -30.9% | 0.48% | −0.32 |
| NOW ServiceNow Inc. | Reduce -3.7% | 0.61% | −0.30 |
| KNF Knife River Corp. | Reduce -88.0% | 0.05% | −0.30 |
| GRMN Garmin Ltd. | Reduce -77.1% | 0.09% | −0.26 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.24 |
| SHOP Shopify Inc. Class A | Reduce -1.3% | 0.67% | −0.24 |
| ISRG Intuitive Surgical Inc. | Reduce -0.7% | 1.03% | −0.22 |
| NVDA Nvidia Corp. | Reduce -1.1% | 3.14% | −0.19 |
| GWRE Guidewire Software Inc. | Reduce -29.6% | 0.22% | −0.19 |
| V Visa Inc. Class A | Reduce -1.0% | 1.22% | −0.18 |
| CRDO Credo Technology Group Holdi | Reduce -13.4% | 0.24% | −0.18 |
| AAPL Apple Inc. | Reduce -0.7% | 2.97% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 2.17% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.25% | −0.17 |
| FICO Fair Isaac Corp. | Reduce -12.1% | 0.22% | −0.17 |
| IWP iShares Russell Mid-Cap Grow | Reduce -32.1% | 0.29% | −0.16 |
| IWO iShares Russell 2000 Growth | Reduce -88.0% | 0.02% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.2% | 0.71% | −0.15 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.14 |
| PH Parker Hannifin Corp. | Reduce -14.6% | 1.02% | −0.13 |
| AZTA Azenta Inc. | Reduce -10.9% | 0.17% | −0.13 |
| SFM Sprouts Farmers Market Inc. | Reduce -97.2% | 0.00% | −0.13 |
| ORCL Oracle Corp. | Reduce -93.3% | 0.01% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 1.35% | −0.13 |
| RMBS Rambus Inc. | Reduce -9.5% | 0.79% | −0.13 |
| EHC Encompass Health Corp. | Reduce -22.9% | 0.29% | −0.12 |
| MCO Moody's Corp. | Reduce -2.0% | 0.67% | −0.12 |
| TSCO Tractor Supply Company | Reduce -21.1% | 0.29% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -2.8% | 0.72% | −0.11 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -1.3% | 0.57% | −0.11 |
| EME Emcor Group Inc. | Reduce -30.4% | 0.58% | −0.10 |
| ANET Arista Networks Inc. | Reduce -1.4% | 1.52% | −0.10 |
| HEI Heico Corp. | Reduce -5.8% | 0.41% | −0.10 |
| RJF Raymond James Financial Inc. | Reduce -8.3% | 0.49% | −0.09 |
| DDOG Datadog Inc. Class A | Reduce -19.2% | 0.23% | −0.09 |
| PEN Penumbra Inc. | Reduce -17.0% | 0.75% | −0.09 |
| HLI Houlihan Lokey Inc. | Reduce -12.6% | 0.24% | −0.09 |
| DUOL Duolingo | Sold out | 0.00% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| HLT Hilton Worldwide Holdings Inc. | New | 0.77% | +0.77 |
| ASML ASML Holding NV-NY Reg SHS | Add +538.5% | 0.78% | +0.68 |
| LLY Eli Lilly & Co. | Add +653.4% | 0.69% | +0.58 |
| LIVN Livanova PLC | New | 0.58% | +0.58 |
| MOD Modine Manufacturing Co. | Add +14.4% | 1.01% | +0.48 |
| STRL Sterling Infrastructure Inc. | Add +6.0% | 1.45% | +0.44 |
| IBKR Interactive Brokers Gro Class A | Add +837.8% | 0.47% | +0.42 |
| IMAX Imax Corp. | New | 0.41% | +0.41 |
| GEV GE Vernova Inc. | Add +3.7% | 1.24% | +0.36 |
| FROG Jfrog Ltd. | New | 0.34% | +0.34 |
| Q Qnity Electronics Inc. | New | 0.28% | +0.28 |
| NOVT Novanta Inc. | Add +48.6% | 0.77% | +0.26 |
| TKO Tko Group Holdings Inc. | Add +33.1% | 1.05% | +0.25 |
| UTI Universal Technical Institut | Add +27.1% | 0.56% | +0.25 |
| KRMN Karman Holdings Inc. | Add +113.7% | 0.41% | +0.24 |
| LMAT Lemaitre Vascular Inc. | Add +14.0% | 0.65% | +0.23 |
| CRS Carpenter Technology | New | 0.23% | +0.23 |
| MDB Mongodb Inc. | Add +199.8% | 0.53% | +0.23 |
| TER Teradyne Inc. | Add +2709.5% | 0.23% | +0.23 |
| MOG.A Moog Inc. Class A | Add +9.9% | 0.84% | +0.22 |
| EXPE Expedia Group Inc. | New | 0.21% | +0.21 |
| RBRK Rubrik Inc. Class A | New | 0.19% | +0.19 |
| KEX Kirby Corp. | Add +18.1% | 0.60% | +0.18 |
| NPO Enpro Inc. | Add +5.9% | 0.72% | +0.15 |
| MIR Mirion Technologies Inc. | New | 0.15% | +0.15 |
| CELH Celsius Holdings Inc. | New | 0.13% | +0.13 |
| BCPC Balchem Corp. | Add +17.7% | 0.54% | +0.13 |
| PRIM Primoris Services Corp. | Add +0.3% | 0.84% | +0.13 |
| CAVA Cava Group Inc. | Add +19.9% | 0.29% | +0.12 |
| TGTX TG Therapeutics Inc. | Add +12.8% | 0.52% | +0.11 |
| MAR Marriott International Class A | Add +1318.9% | 0.11% | +0.10 |
| ABCB Ameris Bancorp | Add +9.9% | 0.61% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +35.8% | 0.33% | +0.09 |
| AUB Atlantic Union Bankshares Co. | Add +14.1% | 0.57% | +0.09 |
| LGND Ligand Pharmaceuticals | Add +5.1% | 0.72% | +0.08 |
| IWF iShares Russell 1000 Growth | Add +43.9% | 0.34% | +0.08 |
| MYRG MYR Group Inc./Delaware | Add +29.8% | 0.20% | +0.08 |
| DOCN Digitalocean Holdings Inc. | Add +49.2% | 0.12% | +0.08 |
| FSS Federal Signal Corp. | Add +16.5% | 0.50% | +0.08 |
| ACIW Aci Worldwide Inc. | Add +31.8% | 0.54% | +0.07 |
| LRCX Lam Research Corp. | Add +1117.0% | 0.07% | +0.07 |
| EAT Brinker International Inc. | Add +9.8% | 0.63% | +0.06 |
| FLS Flowserve Corp. | New | 0.06% | +0.06 |
| ENTG Entegris Inc. | Add +7.3% | 0.18% | +0.06 |
| VIRT Virtu Financial Inc. Class A | Add +32.2% | 0.14% | +0.06 |
| RRC Range Resources Corp. | Add +6.4% | 0.21% | +0.06 |
| WLTH Wealthfront Corp. | New | 0.06% | +0.06 |
| VST Vistra Corp. | Add +151.8% | 0.10% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +33.8% | 0.51% | +0.06 |
| IESC Ies Holdings Inc. | Add +27.0% | 0.15% | +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 |