Filed: 10/10/2025ACC: 0000897378-25-000016
📋 What this filing means
CONGRESS ASSET MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 392 equity positions with a total reported market value of $15.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
392
Positions
$15.03B
Total AUM (reported)
118.88M
Total Shares
Allocation by class
COM$15.03B100.0%
Portfolio Concentration
Top 3$1.19B7.9%
4–10$1.63B10.9%
11–25$2.57B17.1%
Rest$9.63B64.1%
Top 3 weight
7.9%
Top 10 weight
18.8%
Voting Authority Distribution
Total shares with voting rights: 118.88M
Sole
Full voting authority
105.99M
shares
% of voting shares89.2%
Shared
Joint voting authority
8.16M
shares
% of voting shares6.9%
None
No voting authority
4.73M
shares
% of voting shares4.0%
Investment Discretion (by position count)
Sole392
Shared0
Other0
Dominant voting typeSole · 89.2% of voting shares
Institutional Holdings392
Rows:
NVIDIA Corp.
SOLEShares2.64M
TypeSH
Market value$491.82M
3.27%
Sole
2.12M
Shared
346.90K
None
171.12K
Apple Inc.
SOLEShares1.41M
TypeSH
Market value$360.17M
2.40%
Sole
1.20M
Shared
145.69K
None
73.32K
Microsoft Corp.
SOLEShares658.10K
TypeSH
Market value$340.86M
2.27%
Sole
539.41K
Shared
81.06K
None
37.63K
Alphabet Inc.
SOLEShares1.08M
TypeSH
Market value$263.54M
1.75%
Sole
871.05K
Shared
140.28K
None
72.76K
Arista Networks Inc
SOLEShares1.80M
TypeSH
Market value$261.94M
1.74%
Sole
1.36M
Shared
283.83K
None
153.05K
Meta Platforms Inc
SOLEShares339.67K
TypeSH
Market value$249.45M
1.66%
Sole
270.04K
Shared
48.67K
None
20.96K
Broadcom Inc
SOLEShares737.76K
TypeSH
Market value$243.40M
1.62%
Sole
621.32K
Shared
95.94K
None
20.51K
Goldman Sachs Group, Inc.
SOLEShares260.70K
TypeSH
Market value$207.61M
1.38%
Sole
197.32K
Shared
41.60K
None
21.78K
Costco Wholesale Corporation
SOLEShares222.69K
TypeSH
Market value$206.12M
1.37%
Sole
178.61K
Shared
27.42K
None
16.66K
Amazon.com, Inc.
SOLEShares924.24K
TypeSH
Market value$202.93M
1.35%
Sole
741.33K
Shared
125.96K
None
56.95K
Ollies Bargain Outlet Holdings Inc.
SOLEShares1.55M
TypeSH
Market value$199.01M
1.32%
Sole
1.43M
Shared
75.98K
None
45.59K
Visa Inc
SOLEShares577.90K
TypeSH
Market value$197.28M
1.31%
Sole
493.19K
Shared
68.21K
None
16.50K
Eaton Corporation PLC
SOLEShares519.67K
TypeSH
Market value$194.49M
1.29%
Sole
437.08K
Shared
66.68K
None
15.91K
The TJX Companies Inc.
SOLEShares1.24M
TypeSH
Market value$179.90M
1.20%
Sole
1.04M
Shared
165.83K
None
39.59K
Sterling Infrastructure Inc
SOLEShares509.34K
TypeSH
Market value$173.01M
1.15%
Sole
492.13K
Shared
16.52K
None
697.00
O'Reilly Automotive Inc.
SOLEShares1.57M
TypeSH
Market value$168.97M
1.12%
Sole
1.23M
Shared
220.86K
None
116.36K
Netflix, Inc.
SOLEShares140.05K
TypeSH
Market value$167.91M
1.12%
Sole
105.02K
Shared
22.46K
None
12.57K
Boston Scientific Corporation
SOLEShares1.68M
TypeSH
Market value$164.42M
1.09%
Sole
1.31M
Shared
251.20K
None
122.08K
Curtiss-Wright Corp.
SOLEShares301.26K
TypeSH
Market value$163.57M
1.09%
Sole
274.69K
Shared
14.12K
None
12.45K
Howmet Aerospace Inc
SOLEShares825.62K
TypeSH
Market value$162.01M
1.08%
Sole
689.73K
Shared
112.31K
None
23.59K
Dynatrace Inc
SOLEShares3.33M
TypeSH
Market value$161.41M
1.07%
Sole
2.63M
Shared
469.54K
None
235.20K
Servicenow Inc
SOLEShares174.58K
TypeSH
Market value$160.66M
1.07%
Sole
144.36K
Shared
24.72K
None
5.50K
Cintas Corporation
SOLEShares774.10K
TypeSH
Market value$158.89M
1.06%
Sole
619.12K
Shared
100.02K
None
54.95K
Home Depot Inc.
SOLEShares391.24K
TypeSH
Market value$158.53M
1.05%
Sole
335.50K
Shared
44.74K
None
11K
Dell Technologies Inc
SOLEShares1.10M
TypeSH
Market value$156.34M
1.04%
Sole
919.12K
Shared
150.71K
None
32.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 2.64M | SH | $491.82M 3.27% | 2.12M | 346.90K | 171.12K |
Apple Inc.SOLE | COM | 1.41M | SH | $360.17M 2.40% | 1.20M | 145.69K | 73.32K |
Microsoft Corp.SOLE | COM | 658.10K | SH | $340.86M 2.27% | 539.41K | 81.06K | 37.63K |
Alphabet Inc.SOLE | COM | 1.08M | SH | $263.54M 1.75% | 871.05K | 140.28K | 72.76K |
Arista Networks IncSOLE | COM | 1.80M | SH | $261.94M 1.74% | 1.36M | 283.83K | 153.05K |
Meta Platforms IncSOLE | COM | 339.67K | SH | $249.45M 1.66% | 270.04K | 48.67K | 20.96K |
Broadcom IncSOLE | COM | 737.76K | SH | $243.40M 1.62% | 621.32K | 95.94K | 20.51K |
Goldman Sachs Group, Inc.SOLE | COM | 260.70K | SH | $207.61M 1.38% | 197.32K | 41.60K | 21.78K |
Costco Wholesale CorporationSOLE | COM | 222.69K | SH | $206.12M 1.37% | 178.61K | 27.42K | 16.66K |
Amazon.com, Inc.SOLE | COM | 924.24K | SH | $202.93M 1.35% | 741.33K | 125.96K | 56.95K |
Ollies Bargain Outlet Holdings Inc.SOLE | COM | 1.55M | SH | $199.01M 1.32% | 1.43M | 75.98K | 45.59K |
Visa IncSOLE | COM | 577.90K | SH | $197.28M 1.31% | 493.19K | 68.21K | 16.50K |
Eaton Corporation PLCSOLE | COM | 519.67K | SH | $194.49M 1.29% | 437.08K | 66.68K | 15.91K |
The TJX Companies Inc.SOLE | COM | 1.24M | SH | $179.90M 1.20% | 1.04M | 165.83K | 39.59K |
Sterling Infrastructure IncSOLE | COM | 509.34K | SH | $173.01M 1.15% | 492.13K | 16.52K | 697.00 |
O'Reilly Automotive Inc.SOLE | COM | 1.57M | SH | $168.97M 1.12% | 1.23M | 220.86K | 116.36K |
Netflix, Inc.SOLE | COM | 140.05K | SH | $167.91M 1.12% | 105.02K | 22.46K | 12.57K |
Boston Scientific CorporationSOLE | COM | 1.68M | SH | $164.42M 1.09% | 1.31M | 251.20K | 122.08K |
Curtiss-Wright Corp.SOLE | COM | 301.26K | SH | $163.57M 1.09% | 274.69K | 14.12K | 12.45K |
Howmet Aerospace IncSOLE | COM | 825.62K | SH | $162.01M 1.08% | 689.73K | 112.31K | 23.59K |
Dynatrace IncSOLE | COM | 3.33M | SH | $161.41M 1.07% | 2.63M | 469.54K | 235.20K |
Servicenow IncSOLE | COM | 174.58K | SH | $160.66M 1.07% | 144.36K | 24.72K | 5.50K |
Cintas CorporationSOLE | COM | 774.10K | SH | $158.89M 1.06% | 619.12K | 100.02K | 54.95K |
Home Depot Inc.SOLE | COM | 391.24K | SH | $158.53M 1.05% | 335.50K | 44.74K | 11K |
Dell Technologies IncSOLE | COM | 1.10M | SH | $156.34M 1.04% | 919.12K | 150.71K | 32.93K |
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