Filed: 1/9/2026ACC: 0000897378-26-000002
π What this filing means
CONGRESS ASSET MANAGEMENT CO filed this quarterly 13FβHR report disclosing 381 equity positions with a total reported market value of $14.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
381
Positions
$14.21B
Total AUM (reported)
116.66M
Total Shares
Allocation by class
COM$14.21B100.0%
Portfolio Concentration
Top 3$1.25B8.8%
4β10$1.63B11.5%
11β25$2.32B16.3%
Rest$9.00B63.4%
Top 3 weight
8.8%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 116.66M
Sole
Full voting authority
107.13M
shares
% of voting shares91.8%
Shared
Joint voting authority
5.99M
shares
% of voting shares5.1%
None
No voting authority
3.54M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole381
Shared0
Other0
Dominant voting typeSole Β· 91.8% of voting shares
Institutional Holdings381
Rows:
NVIDIA Corp.
SOLEShares2.54M
TypeSH
Market value$473.16M
3.33%
Sole
2.18M
Shared
199.47K
None
161.99K
Apple Inc.
SOLEShares1.64M
TypeSH
Market value$446.82M
3.14%
Sole
1.43M
Shared
116.74K
None
93.15K
Alphabet Inc.
SOLEShares1.07M
TypeSH
Market value$333.82M
2.35%
Sole
912.66K
Shared
84.43K
None
69.43K
Microsoft Corp.
SOLEShares643.11K
TypeSH
Market value$311.02M
2.19%
Sole
555.01K
Shared
48.35K
None
39.75K
Broadcom Inc
SOLEShares731.35K
TypeSH
Market value$253.12M
1.78%
Sole
622.32K
Shared
54.77K
None
54.27K
Arista Networks Inc
SOLEShares1.76M
TypeSH
Market value$230.39M
1.62%
Sole
1.45M
Shared
177.60K
None
131.22K
Goldman Sachs Group, Inc.
SOLEShares256.31K
TypeSH
Market value$225.30M
1.59%
Sole
211.34K
Shared
25.45K
None
19.52K
Amazon.com, Inc.
SOLEShares907.30K
TypeSH
Market value$209.42M
1.47%
Sole
772.22K
Shared
75.59K
None
59.49K
Meta Platforms Inc
SOLEShares305.52K
TypeSH
Market value$201.67M
1.42%
Sole
257.01K
Shared
27.24K
None
21.27K
Visa Inc
SOLEShares567.71K
TypeSH
Market value$199.10M
1.40%
Sole
492.13K
Shared
38.85K
None
36.73K
The TJX Companies Inc.
SOLEShares1.22M
TypeSH
Market value$187.86M
1.32%
Sole
1.04M
Shared
94.43K
None
91.10K
Costco Wholesale Corporation
SOLEShares217.47K
TypeSH
Market value$187.54M
1.32%
Sole
187.34K
Shared
17.07K
None
13.06K
Intuitive Surgical Inc.
SOLEShares314.53K
TypeSH
Market value$178.14M
1.25%
Sole
265.35K
Shared
26.70K
None
22.48K
Howmet Aerospace Inc
SOLEShares806.02K
TypeSH
Market value$165.25M
1.16%
Sole
684.29K
Shared
63.08K
None
58.65K
Parker-Hannifin Corp.
SOLEShares186.36K
TypeSH
Market value$163.80M
1.15%
Sole
157.92K
Shared
14.33K
None
14.11K
Eaton Corporation PLC
SOLEShares508.13K
TypeSH
Market value$161.84M
1.14%
Sole
433.22K
Shared
37.75K
None
37.16K
Boston Scientific Corporation
SOLEShares1.65M
TypeSH
Market value$157.32M
1.11%
Sole
1.38M
Shared
153.03K
None
120.38K
Martin Marietta Materials Inc
SOLEShares239.63K
TypeSH
Market value$149.21M
1.05%
Sole
203.57K
Shared
20.82K
None
15.25K
Curtiss-Wright Corp.
SOLEShares269.88K
TypeSH
Market value$148.78M
1.05%
Sole
247.95K
Shared
12.01K
None
9.93K
Sterling Infrastructure Inc
SOLEShares469.20K
TypeSH
Market value$143.68M
1.01%
Sole
457.51K
Shared
11.20K
None
489.00
O'Reilly Automotive Inc.
SOLEShares1.54M
TypeSH
Market value$140.20M
0.99%
Sole
1.30M
Shared
136.45K
None
105.61K
Welltower Inc.
SOLEShares753.33K
TypeSH
Market value$139.83M
0.98%
Sole
638.63K
Shared
57.72K
None
56.98K
Dell Technologies Inc
SOLEShares1.09M
TypeSH
Market value$136.99M
0.96%
Sole
920.08K
Shared
84.99K
None
83.21K
Amphenol Corporation
SOLEShares962.56K
TypeSH
Market value$130.08M
0.92%
Sole
792.22K
Shared
105.63K
None
64.72K
Servicenow Inc
SOLEShares847.48K
TypeSH
Market value$129.82M
0.91%
Sole
710.45K
Shared
68.87K
None
68.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 2.54M | SH | $473.16M 3.33% | 2.18M | 199.47K | 161.99K |
Apple Inc.SOLE | COM | 1.64M | SH | $446.82M 3.14% | 1.43M | 116.74K | 93.15K |
Alphabet Inc.SOLE | COM | 1.07M | SH | $333.82M 2.35% | 912.66K | 84.43K | 69.43K |
Microsoft Corp.SOLE | COM | 643.11K | SH | $311.02M 2.19% | 555.01K | 48.35K | 39.75K |
Broadcom IncSOLE | COM | 731.35K | SH | $253.12M 1.78% | 622.32K | 54.77K | 54.27K |
Arista Networks IncSOLE | COM | 1.76M | SH | $230.39M 1.62% | 1.45M | 177.60K | 131.22K |
Goldman Sachs Group, Inc.SOLE | COM | 256.31K | SH | $225.30M 1.59% | 211.34K | 25.45K | 19.52K |
Amazon.com, Inc.SOLE | COM | 907.30K | SH | $209.42M 1.47% | 772.22K | 75.59K | 59.49K |
Meta Platforms IncSOLE | COM | 305.52K | SH | $201.67M 1.42% | 257.01K | 27.24K | 21.27K |
Visa IncSOLE | COM | 567.71K | SH | $199.10M 1.40% | 492.13K | 38.85K | 36.73K |
The TJX Companies Inc.SOLE | COM | 1.22M | SH | $187.86M 1.32% | 1.04M | 94.43K | 91.10K |
Costco Wholesale CorporationSOLE | COM | 217.47K | SH | $187.54M 1.32% | 187.34K | 17.07K | 13.06K |
Intuitive Surgical Inc.SOLE | COM | 314.53K | SH | $178.14M 1.25% | 265.35K | 26.70K | 22.48K |
Howmet Aerospace IncSOLE | COM | 806.02K | SH | $165.25M 1.16% | 684.29K | 63.08K | 58.65K |
Parker-Hannifin Corp.SOLE | COM | 186.36K | SH | $163.80M 1.15% | 157.92K | 14.33K | 14.11K |
Eaton Corporation PLCSOLE | COM | 508.13K | SH | $161.84M 1.14% | 433.22K | 37.75K | 37.16K |
Boston Scientific CorporationSOLE | COM | 1.65M | SH | $157.32M 1.11% | 1.38M | 153.03K | 120.38K |
Martin Marietta Materials IncSOLE | COM | 239.63K | SH | $149.21M 1.05% | 203.57K | 20.82K | 15.25K |
Curtiss-Wright Corp.SOLE | COM | 269.88K | SH | $148.78M 1.05% | 247.95K | 12.01K | 9.93K |
Sterling Infrastructure IncSOLE | COM | 469.20K | SH | $143.68M 1.01% | 457.51K | 11.20K | 489.00 |
O'Reilly Automotive Inc.SOLE | COM | 1.54M | SH | $140.20M 0.99% | 1.30M | 136.45K | 105.61K |
Welltower Inc.SOLE | COM | 753.33K | SH | $139.83M 0.98% | 638.63K | 57.72K | 56.98K |
Dell Technologies IncSOLE | COM | 1.09M | SH | $136.99M 0.96% | 920.08K | 84.99K | 83.21K |
Amphenol CorporationSOLE | COM | 962.56K | SH | $130.08M 0.92% | 792.22K | 105.63K | 64.72K |
Servicenow IncSOLE | COM | 847.48K | SH | $129.82M 0.91% | 710.45K | 68.87K | 68.15K |
Page 1 of 16
β¦