CONGRESS ASSET MANAGEMENT CO

PrivateCIK: 897378

Location

BOSTON, MA

417

Positions

$13.95B

Total AUM (reported)

122.38M

Total Shares

Allocation by class

COM$13.95B100.0%

Portfolio Concentration

Top 3$1.16B8.3%

4–10$1.48B10.6%

11–25$2.33B16.7%

Rest$8.98B64.4%

Top 3 weight

8.3%

Top 10 weight

18.9%

Voting Authority Distribution

Total shares with voting rights: 122.38M

Sole

Full voting authority

108.47M

% of voting shares88.6%

Shared

Joint voting authority

5.72M

% of voting shares4.7%

None

No voting authority

8.19M

% of voting shares6.7%

Investment Discretion (by position count)

Sole417

Shared0

Other0

Dominant voting typeSole · 88.6% of voting shares

Institutional Holdings417

Rows:

NVIDIA Corp.

SOLE

COM

Shares2.51M

TypeSH

Market value$437.75M

3.14%

Sole

2.16M

Shared

196.57K

None

157.34K

Apple Inc.

SOLE

COM

Shares1.63M

TypeSH

Market value$414.05M

2.97%

Sole

1.43M

Shared

115.65K

None

90.25K

Alphabet Inc.

SOLE

COM

Shares1.05M

TypeSH

Market value$303.25M

2.17%

Sole

899.54K

Shared

83K

None

72.02K

Microsoft Corp.

SOLE

COM

Shares638.11K

TypeSH

Market value$236.21M

1.69%

Sole

551.97K

Shared

47.62K

None

38.52K

Broadcom Inc

SOLE

COM

Shares757.73K

TypeSH

Market value$234.53M

1.68%

Sole

643.94K

Shared

60.70K

None

53.10K

Costco Wholesale Corporation

SOLE

COM

Shares216.02K

TypeSH

Market value$215.25M

1.54%

Sole

186.51K

Shared

16.83K

None

12.68K

Arista Networks Inc

SOLE

COM

Shares1.73M

TypeSH

Market value$212.76M

1.52%

Sole

1.43M

Shared

174.85K

None

127.51K

Sterling Infrastructure Inc

SOLE

COM

Shares497.10K

TypeSH

Market value$202.45M

1.45%

Sole

478.43K

Shared

12.15K

None

6.52K

The TJX Companies Inc.

SOLE

COM

Shares1.20M

TypeSH

Market value$192.28M

1.38%

Sole

1.02M

Shared

93.54K

None

88.15K

Amazon.com, Inc.

SOLE

COM

Shares903.12K

TypeSH

Market value$188.09M

1.35%

Sole

767.53K

Shared

74.19K

None

61.40K

Howmet Aerospace Inc

SOLE

COM

Shares796.40K

TypeSH

Market value$183.54M

1.32%

Sole

677.79K

Shared

62.61K

None

56K

Eaton Corporation PLC

SOLE

COM

Shares503.73K

TypeSH

Market value$180.17M

1.29%

Sole

430.41K

Shared

37.28K

None

36.03K

Meta Platforms Inc

SOLE

COM

Shares303.91K

TypeSH

Market value$173.88M

1.25%

Sole

256.98K

Shared

26.48K

None

20.45K

GE Vernova Inc.

SOLE

COM

Shares198.82K

TypeSH

Market value$173.55M

1.24%

Sole

167.75K

Shared

15.94K

None

15.14K

Visa Inc

SOLE

COM

Shares562.09K

TypeSH

Market value$169.89M

1.22%

Sole

486.44K

Shared

38.17K

None

37.47K

Goldman Sachs Group, Inc.

SOLE

COM

Shares189.41K

TypeSH

Market value$160.24M

1.15%

Sole

157.85K

Shared

18.47K

None

13.09K

Curtiss-Wright Corp.

SOLE

COM

Shares227.84K

TypeSH

Market value$155.18M

1.11%

Sole

206.39K

Shared

11.08K

None

10.37K

Welltower Inc.

SOLE

COM

Shares750.20K

TypeSH

Market value$148.32M

1.06%

Sole

638.30K

Shared

56.88K

None

55.02K

TKO Group Holdings Inc.

SOLE

COM

Shares727.81K

TypeSH

Market value$146.76M

1.05%

Sole

604.06K

Shared

65.49K

None

58.25K

Intuitive Surgical Inc.

SOLE

COM

Shares312.41K

TypeSH

Market value$144.02M

1.03%

Sole

263.11K

Shared

26.26K

None

23.04K

Parker-Hannifin Corp.

SOLE

COM

Shares159.18K

TypeSH

Market value$142.50M

1.02%

Sole

135.20K

Shared

11.99K

None

11.98K

Modine Manufacturing Co.

SOLE

COM

Shares650.67K

TypeSH

Market value$141.01M

1.01%

Sole

622.07K

Shared

23.17K

None

5.43K

O'Reilly Automotive Inc.

SOLE

COM

Shares1.52M

TypeSH

Market value$140.74M

1.01%

Sole

1.29M

Shared

134.44K

None

101.05K

Martin Marietta Materials Inc

SOLE

COM

Shares237.97K

TypeSH

Market value$140.09M

1.00%

Sole

202.33K

Shared

20.44K

None

15.21K

NVent Electric PLC

SOLE

COM

Shares1.12M

TypeSH

Market value$132.69M

0.95%

Sole

1.03M

Shared

49.55K

None

46.48K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA Corp.SOLE	COM	2.51M	SH	$437.75M 3.14%	2.16M	196.57K	157.34K
Apple Inc.SOLE	COM	1.63M	SH	$414.05M 2.97%	1.43M	115.65K	90.25K
Alphabet Inc.SOLE	COM	1.05M	SH	$303.25M 2.17%	899.54K	83K	72.02K
Microsoft Corp.SOLE	COM	638.11K	SH	$236.21M 1.69%	551.97K	47.62K	38.52K
Broadcom IncSOLE	COM	757.73K	SH	$234.53M 1.68%	643.94K	60.70K	53.10K
Costco Wholesale CorporationSOLE	COM	216.02K	SH	$215.25M 1.54%	186.51K	16.83K	12.68K
Arista Networks IncSOLE	COM	1.73M	SH	$212.76M 1.52%	1.43M	174.85K	127.51K
Sterling Infrastructure IncSOLE	COM	497.10K	SH	$202.45M 1.45%	478.43K	12.15K	6.52K
The TJX Companies Inc.SOLE	COM	1.20M	SH	$192.28M 1.38%	1.02M	93.54K	88.15K
Amazon.com, Inc.SOLE	COM	903.12K	SH	$188.09M 1.35%	767.53K	74.19K	61.40K
Howmet Aerospace IncSOLE	COM	796.40K	SH	$183.54M 1.32%	677.79K	62.61K	56K
Eaton Corporation PLCSOLE	COM	503.73K	SH	$180.17M 1.29%	430.41K	37.28K	36.03K
Meta Platforms IncSOLE	COM	303.91K	SH	$173.88M 1.25%	256.98K	26.48K	20.45K
GE Vernova Inc.SOLE	COM	198.82K	SH	$173.55M 1.24%	167.75K	15.94K	15.14K
Visa IncSOLE	COM	562.09K	SH	$169.89M 1.22%	486.44K	38.17K	37.47K
Goldman Sachs Group, Inc.SOLE	COM	189.41K	SH	$160.24M 1.15%	157.85K	18.47K	13.09K
Curtiss-Wright Corp.SOLE	COM	227.84K	SH	$155.18M 1.11%	206.39K	11.08K	10.37K
Welltower Inc.SOLE	COM	750.20K	SH	$148.32M 1.06%	638.30K	56.88K	55.02K
TKO Group Holdings Inc.SOLE	COM	727.81K	SH	$146.76M 1.05%	604.06K	65.49K	58.25K
Intuitive Surgical Inc.SOLE	COM	312.41K	SH	$144.02M 1.03%	263.11K	26.26K	23.04K
Parker-Hannifin Corp.SOLE	COM	159.18K	SH	$142.50M 1.02%	135.20K	11.99K	11.98K
Modine Manufacturing Co.SOLE	COM	650.67K	SH	$141.01M 1.01%	622.07K	23.17K	5.43K
O'Reilly Automotive Inc.SOLE	COM	1.52M	SH	$140.74M 1.01%	1.29M	134.44K	101.05K
Martin Marietta Materials IncSOLE	COM	237.97K	SH	$140.09M 1.00%	202.33K	20.44K	15.21K
NVent Electric PLCSOLE	COM	1.12M	SH	$132.69M 0.95%	1.03M	49.55K	46.48K

Page 1 of 17

…