CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q3 2025
Top Holdings392 positions
NVIDIA Corp | 2.6M | $491.8M | 3.3% | $17.18 | +983.38% | 18 qtrssince 2021-Q2 | Decreased 0 |
Apple Inc | 1.4M | $360.2M | 2.4% | $59.88 | +323.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 658,099 | $340.9M | 2.3% | $163.42 | +214.35% | 27 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 1.1M | $263.5M | 1.8% | $94.05 | +157.80% | 27 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 1.8M | $261.9M | 1.7% | $110.53 | +31.83% | 4 qtrssince 2024-Q4 | Decreased 0 |
Facebook Inc | 339,671 | $249.4M | 1.7% | $376.05 | +94.63% | 11 qtrssince 2023-Q1 | Decreased 0 |
Broadcom Inc | 737,765 | $243.4M | 1.6% | $178.11 | +83.86% | 27 qtrssince 2019-Q1 | Increased 48 |
Goldman Sachs Group Inc/The | 260,704 | $207.6M | 1.4% | $457.53 | +70.70% | 15 qtrssince 2022-Q1 | Decreased 0 |
Costco Wholesale Corp | 222,685 | $206.1M | 1.4% | $282.12 | +226.20% | 27 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 924,236 | $202.9M | 1.4% | $106.68 | +105.82% | 27 qtrssince 2019-Q1 | Increased 48 |
Ollie's Bargain Outlet Holding | 1.5M | $199M | 1.3% | $105.59 | +21.60% | 6 qtrssince 2024-Q2 | Decreased 0 |
Visa Inc | 577,903 | $197.3M | 1.3% | $163.41 | +107.25% | 27 qtrssince 2019-Q1 | Decreased 0 |
Eaton Corp PLC | 519,670 | $194.5M | 1.3% | $152.94 | +142.01% | 20 qtrssince 2020-Q4 | Decreased 0 |
TJX Cos Inc/The | 1.2M | $179.9M | 1.2% | $93.94 | +52.02% | 27 qtrssince 2019-Q1 | Increased 49 |
Sterling Construction Co Inc | 509,344 | $173M | 1.2% | $78.82 | +330.96% | 10 qtrssince 2023-Q2 | Decreased 0 |
O'Reilly Automotive Inc | 1.6M | $169M | 1.1% | $50.71 | +112.61% | 20 qtrssince 2020-Q4 | Decreased 0 |
Netflix Inc | 140,052 | $167.9M | 1.1% | $66.15 | +81.24% | 10 qtrssince 2023-Q2 | Increased 48 |
Boston Scientific Corp | 1.7M | $164.4M | 1.1% | $56.39 | +73.13% | 12 qtrssince 2022-Q4 | Decreased 0 |
CURTISS WRIGHT CORP | 301,259 | $163.6M | 1.1% | $296.24 | +83.08% | 15 qtrssince 2022-Q1 | Decreased 0 |
Arconic Inc | 825,622 | $162M | 1.1% | $78.36 | +149.89% | 6 qtrssince 2024-Q2 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $15B across 392 positions as of Q3 2025. Top holdings: NVDA (3.3%), AAPL (2.4%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 21 exits, 130 increased. Top move: TJX (INCREASED, conviction 49). Portfolio: $15.0B across 392 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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