CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q3 2026
Top Holdings406 positions
Nvidia Corp | 2.6M | $587.3M | 3.8% | $25.38 | +772.01% | 22 qtrssince 2021-Q2 | Decreased 0 |
Apple Inc | 1.6M | $530.9M | 3.4% | $89.32 | +283.97% | 31 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 1.2M | $425M | 2.8% | $137.57 | +152.69% | 31 qtrssince 2019-Q1 | Increased 64 |
Microsoft Corp. | 801,234 | $411M | 2.7% | $208.83 | +155.57% | 31 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 821,013 | $288.3M | 1.9% | $199.63 | +73.45% | 31 qtrssince 2019-Q1 | Increased 54 |
HALOZYME THERAPEUTICS INC | 2.3M | $251.9M | 1.6% | $80.32 | +45.44% | 14 qtrssince 2023-Q2 | Increased 75 |
Arista Network | 1M | $213.7M | 1.4% | $110.53 | +76.80% | 8 qtrssince 2024-Q4 | Decreased 0 |
LIGAND PHARMACEUTICALS INC | 658,556 | $205.7M | 1.3% | $146.45 | +101.42% | 10 qtrssince 2024-Q2 | Decreased 0 |
Meta Platforms Inc | 280,895 | $203.7M | 1.3% | $376.05 | +96.13% | 15 qtrssince 2023-Q1 | Decreased 0 |
REPLIGEN CORP | 1M | $196.2M | 1.3% | $154.33 | +15.46% | 31 qtrssince 2019-Q1 | Increased 48 |
Visa Inc | 522,219 | $187.6M | 1.2% | $190.78 | +105.17% | 31 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 741,049 | $184.6M | 1.2% | $108.07 | +135.11% | 31 qtrssince 2019-Q1 | Increased 48 |
Costco Wholesale Corp | 201,044 | $183M | 1.2% | $282.12 | +248.08% | 31 qtrssince 2019-Q1 | Decreased 0 |
Amphenol Corp | 2.1M | $181M | 1.2% | $55.45 | +49.12% | 31 qtrssince 2019-Q1 | Increased 73 |
MONGODB INC | 502,346 | $175.1M | 1.1% | $316.54 | +12.56% | 4 qtrssince 2025-Q4 | Decreased 0 |
UFP TECHNOLOGIES INC | 578,770 | $171.8M | 1.1% | $230.58 | +26.25% | 17 qtrssince 2022-Q3 | Decreased 0 |
Eaton Corp Plc | 393,986 | $169.3M | 1.1% | $152.94 | +167.33% | 24 qtrssince 2020-Q4 | Decreased 0 |
ASML Holding NV | 89,548 | $162.2M | 1.1% | $1,264.75 | +30.46% | 16 qtrssince 2022-Q4 | Increased 48 |
Welltower Inc | 696,783 | $160.4M | 1.0% | $158.32 | +46.64% | 6 qtrssince 2025-Q2 | Decreased 0 |
MOOG INC | 403,781 | $154M | 1.0% | $166.28 | +122.67% | 13 qtrssince 2023-Q3 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $15.4B across 406 positions as of Q3 2026. Top holdings: NVDA (3.8%), AAPL (3.4%), GOOGL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 51 new positions, 21 exits, 166 increased. Top move: HALO (INCREASED, conviction 75). Portfolio: $15.4B across 406 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR