CONGRESS ASSET MANAGEMENT CO

Filed: 7/7/2026ACC: 0000897378-26-000010

📋 What this filing means

CONGRESS ASSET MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 376 equity positions with a total reported market value of $16.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

376

Positions

$16.25B

Total AUM (reported)

132.56M

Total Shares

Allocation by class

COM$16.25B100.0%

Portfolio Concentration

Top 3$1.36B8.3%

4–10$1.66B10.2%

11–25$2.62B16.1%

Rest$10.61B65.3%

Top 3 weight

8.3%

Top 10 weight

18.6%

Voting Authority Distribution

Total shares with voting rights: 132.56M

Sole

Full voting authority

119.76M

% of voting shares90.3%

Shared

Joint voting authority

5.36M

% of voting shares4.0%

None

No voting authority

7.44M

% of voting shares5.6%

Investment Discretion (by position count)

Sole376

Shared0

Other0

Dominant voting typeSole · 90.3% of voting shares

Institutional Holdings376

Rows:

NVIDIA Corp.

SOLE

COM

Shares2.63M

TypeSH

Market value$525.83M

3.24%

Sole

2.27M

Shared

191.12K

None

168.16K

Apple Inc.

SOLE

COM

Shares1.61M

TypeSH

Market value$465.80M

2.87%

Sole

1.42M

Shared

103.24K

None

83.71K

Alphabet Inc.

SOLE

COM

Shares1.02M

TypeSH

Market value$364.59M

2.24%

Sole

886.51K

Shared

69.92K

None

63.76K

Microsoft Corp.

SOLE

COM

Shares815.32K

TypeSH

Market value$304.13M

1.87%

Sole

700.78K

Shared

58.57K

None

55.97K

Broadcom Inc

SOLE

COM

Shares738.31K

TypeSH

Market value$278.90M

1.72%

Sole

636.59K

Shared

52.34K

None

49.38K

Visa Inc

SOLE

COM

Shares663.52K

TypeSH

Market value$227.65M

1.40%

Sole

593.15K

Shared

30.50K

None

39.87K

GE Vernova Inc.

SOLE

COM

Shares192.67K

TypeSH

Market value$226.36M

1.39%

Sole

165.06K

Shared

13.40K

None

14.21K

Amphenol Corporation

SOLE

COM

Shares1.22M

TypeSH

Market value$215.26M

1.32%

Sole

1.01M

Shared

117.06K

None

89.57K

Ligand Pharmaceuticals Incorporated

SOLE

COM

Shares659.91K

TypeSH

Market value$208.59M

1.28%

Sole

623.05K

Shared

20.23K

None

16.63K

Arista Networks Inc

SOLE

COM

Shares1.18M

TypeSH

Market value$199.88M

1.23%

Sole

994.01K

Shared

100.64K

None

81.95K

Costco Wholesale Corporation

SOLE

COM

Shares208.85K

TypeSH

Market value$195.37M

1.20%

Sole

182.70K

Shared

14.35K

None

11.80K

Sterling Infrastructure Inc

SOLE

COM

Shares230.41K

TypeSH

Market value$193.40M

1.19%

Sole

219.18K

Shared

6.51K

None

4.72K

Goldman Sachs Group, Inc.

SOLE

COM

Shares182.09K

TypeSH

Market value$184.16M

1.13%

Sole

154.30K

Shared

15.68K

None

12.11K

UFP Technologies Inc.

SOLE

COM

Shares687.44K

TypeSH

Market value$182.26M

1.12%

Sole

655.55K

Shared

15.54K

None

16.35K

Eaton Corporation PLC

SOLE

COM

Shares413.08K

TypeSH

Market value$176.02M

1.08%

Sole

360.91K

Shared

24.07K

None

28.10K

ASML Holding N.V.

SOLE

COM

Shares88.27K

TypeSH

Market value$175.60M

1.08%

Sole

73.86K

Shared

8.18K

None

6.23K

Amazon.com, Inc.

SOLE

COM

Shares733.84K

TypeSH

Market value$174.90M

1.08%

Sole

634.16K

Shared

52.96K

None

46.72K

Moog Inc.

SOLE

COM

Shares406.32K

TypeSH

Market value$172.22M

1.06%

Sole

376.28K

Shared

16.62K

None

13.42K

MongoDB Inc.

SOLE

COM

Shares511.23K

TypeSH

Market value$171.72M

1.06%

Sole

423.65K

Shared

42.91K

None

44.66K

Modine Manufacturing Co.

SOLE

COM

Shares629.27K

TypeSH

Market value$168.03M

1.03%

Sole

584.60K

Shared

24.72K

None

19.95K

Howmet Aerospace Inc

SOLE

COM

Shares622.44K

TypeSH

Market value$167.35M

1.03%

Sole

539.96K

Shared

40.67K

None

41.82K

NVent Electric PLC

SOLE

COM

Shares983.88K

TypeSH

Market value$166.88M

1.03%

Sole

891.57K

Shared

47.58K

None

44.73K

Meta Platforms Inc

SOLE

COM

Shares292.20K

TypeSH

Market value$164.60M

1.01%

Sole

251.19K

Shared

22.33K

None

18.68K

Welltower Inc.

SOLE

COM

Shares721.60K

TypeSH

Market value$163.78M

1.01%

Sole

624.72K

Shared

46.01K

None

50.87K

Enpro Inc

SOLE

COM

Shares433.11K

TypeSH

Market value$163.25M

1.00%

Sole

401.49K

Shared

17.25K

None

14.37K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA Corp.SOLE	COM	2.63M	SH	$525.83M 3.24%	2.27M	191.12K	168.16K
Apple Inc.SOLE	COM	1.61M	SH	$465.80M 2.87%	1.42M	103.24K	83.71K
Alphabet Inc.SOLE	COM	1.02M	SH	$364.59M 2.24%	886.51K	69.92K	63.76K
Microsoft Corp.SOLE	COM	815.32K	SH	$304.13M 1.87%	700.78K	58.57K	55.97K
Broadcom IncSOLE	COM	738.31K	SH	$278.90M 1.72%	636.59K	52.34K	49.38K
Visa IncSOLE	COM	663.52K	SH	$227.65M 1.40%	593.15K	30.50K	39.87K
GE Vernova Inc.SOLE	COM	192.67K	SH	$226.36M 1.39%	165.06K	13.40K	14.21K
Amphenol CorporationSOLE	COM	1.22M	SH	$215.26M 1.32%	1.01M	117.06K	89.57K
Ligand Pharmaceuticals IncorporatedSOLE	COM	659.91K	SH	$208.59M 1.28%	623.05K	20.23K	16.63K
Arista Networks IncSOLE	COM	1.18M	SH	$199.88M 1.23%	994.01K	100.64K	81.95K
Costco Wholesale CorporationSOLE	COM	208.85K	SH	$195.37M 1.20%	182.70K	14.35K	11.80K
Sterling Infrastructure IncSOLE	COM	230.41K	SH	$193.40M 1.19%	219.18K	6.51K	4.72K
Goldman Sachs Group, Inc.SOLE	COM	182.09K	SH	$184.16M 1.13%	154.30K	15.68K	12.11K
UFP Technologies Inc.SOLE	COM	687.44K	SH	$182.26M 1.12%	655.55K	15.54K	16.35K
Eaton Corporation PLCSOLE	COM	413.08K	SH	$176.02M 1.08%	360.91K	24.07K	28.10K
ASML Holding N.V.SOLE	COM	88.27K	SH	$175.60M 1.08%	73.86K	8.18K	6.23K
Amazon.com, Inc.SOLE	COM	733.84K	SH	$174.90M 1.08%	634.16K	52.96K	46.72K
Moog Inc.SOLE	COM	406.32K	SH	$172.22M 1.06%	376.28K	16.62K	13.42K
MongoDB Inc.SOLE	COM	511.23K	SH	$171.72M 1.06%	423.65K	42.91K	44.66K
Modine Manufacturing Co.SOLE	COM	629.27K	SH	$168.03M 1.03%	584.60K	24.72K	19.95K
Howmet Aerospace IncSOLE	COM	622.44K	SH	$167.35M 1.03%	539.96K	40.67K	41.82K
NVent Electric PLCSOLE	COM	983.88K	SH	$166.88M 1.03%	891.57K	47.58K	44.73K
Meta Platforms IncSOLE	COM	292.20K	SH	$164.60M 1.01%	251.19K	22.33K	18.68K
Welltower Inc.SOLE	COM	721.60K	SH	$163.78M 1.01%	624.72K	46.01K	50.87K
Enpro IncSOLE	COM	433.11K	SH	$163.25M 1.00%	401.49K	17.25K	14.37K

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