AI Portfolio Summary
In 2025 Q4, CONGRESS ASSET MANAGEMENT CO maintained a portfolio of 408 distinct positions. They heavily accumulated shares in Apple Inc., increasing their position by 16.2%. Conversely, CONGRESS ASSET MANAGEMENT CO completely exited their position in Stride Inc.
Total Positions
408
Quarter
2025 Q4
Top Holding
NVDA (3.3%)
Top 10 Concentration
20.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 408
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corp.
|
Technology | 3.33% | 3.27% |
#1
Prev: #1
|
1.3 | -98,913 | -3.8% |
P
S
|
2,537,072 | $473,163,880 | 2007 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple Inc.
|
Technology | 3.14% | 2.40% |
#2
Prev: #2
|
3.3 | 229,069 | 16.2% |
P
S
|
1,643,557 | $446,817,402 | 2007 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
Alphabet Inc.
|
Communication Services | 2.35% | 1.75% |
#3
1
Prev: #4
|
0.9 | -17,574 | -1.6% |
P
S
|
1,066,514 | $333,818,775 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
Microsoft Corp.
|
Technology | 2.19% | 2.27% |
#4
1
Prev: #3
|
0.9 | -14,993 | -2.3% |
P
S
|
643,106 | $311,018,982 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
Broadcom Inc
|
Technology | 1.78% | 1.62% |
#5
2
Prev: #7
|
0.7 | -6,415 | -0.9% |
P
S
|
731,350 | $253,120,177 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
Arista Networks...
|
Technology | 1.62% | 1.74% |
#6
1
Prev: #5
|
0.7 | -39,393 | -2.2% |
P
S
|
1,758,303 | $230,390,447 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
Goldman Sachs G...
|
Financial Services | 1.59% | 1.38% |
#7
1
Prev: #8
|
0.6 | -4,389 | -1.7% |
P
S
|
256,315 | $225,300,530 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 1.47% | 1.35% |
#8
2
Prev: #10
|
0.6 | -16,934 | -1.8% |
P
S
|
907,302 | $209,423,406 | 2008 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
Meta Platforms ...
|
Communication Services | 1.42% | 1.66% |
#9
3
Prev: #6
|
0.6 | -34,146 | -10.1% |
P
S
|
305,525 | $201,673,912 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
Visa Inc
|
Financial Services | 1.40% | 1.31% |
#10
2
Prev: #12
|
0.6 | -10,195 | -1.8% |
P
S
|
567,708 | $199,100,708 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
The TJX Compani...
|
Consumer Cyclical | 1.32% | 1.20% |
#11
3
Prev: #14
|
0.5 | -21,647 | -1.7% |
P
S
|
1,222,988 | $187,863,201 | 2003 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 1.32% | 1.37% |
#12
3
Prev: #9
|
0.5 | -5,210 | -2.3% |
P
S
|
217,475 | $187,537,294 | 2008 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
Intuitive Surgi...
|
Healthcare | 1.25% | 0.95% |
#13
15
Prev: #28
|
0.5 | -4,955 | -1.6% |
P
S
|
314,531 | $178,137,953 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HWM
Howmet Aerospac...
|
Industrials | 1.16% | 1.08% |
#14
6
Prev: #20
|
0.5 | -19,605 | -2.4% |
P
S
|
806,017 | $165,249,593 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
Parker-Hannifin...
|
Industrials | 1.15% | 0.96% |
#15
12
Prev: #27
|
0.5 | -3,464 | -1.8% |
P
S
|
186,361 | $163,803,442 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
Eaton Corporati...
|
Industrials | 1.14% | 1.29% |
#16
3
Prev: #13
|
0.5 | -11,540 | -2.2% |
P
S
|
508,130 | $161,844,511 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
Boston Scientif...
|
Healthcare | 1.11% | 1.09% |
#17
1
Prev: #18
|
0.4 | -34,119 | -2.0% |
P
S
|
1,649,958 | $157,323,498 | 2009 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MLM
Martin Marietta...
|
Basic Materials | 1.05% | 1.03% |
#18
8
Prev: #26
|
0.4 | -4,866 | -2.0% |
P
S
|
239,634 | $149,210,443 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CW
Curtiss-Wright ...
|
Industrials | 1.05% | 1.09% |
#19
Prev: #19
|
0.5 | -31,374 | -10.4% |
P
S
|
269,885 | $148,779,256 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STRL
Sterling Infras...
|
Industrials | 1.01% | 1.15% |
#20
5
Prev: #15
|
0.4 | -40,144 | -7.9% |
P
S
|
469,200 | $143,683,116 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORLY
O'Reilly Automo...
|
Consumer Cyclical | 0.99% | 1.12% |
#21
5
Prev: #16
|
0.4 | -30,177 | -1.9% |
P
S
|
1,537,113 | $140,200,063 | 2011 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WELL
Welltower Inc.
|
Real Estate | 0.98% | 0.70% |
#22
31
Prev: #53
|
2.5 | 164,708 | 28.0% |
P
S
|
753,330 | $139,825,661 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DELL
Dell Technologi...
|
Technology | 0.96% | 1.04% |
#23
2
Prev: #25
|
0.4 | -14,470 | -1.3% |
P
S
|
1,088,283 | $136,993,035 | 1999 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APH
Amphenol Corpor...
|
Technology | 0.92% | 0.80% |
#24
15
Prev: #39
|
0.4 | -5,612 | -0.6% |
P
S
|
962,561 | $130,080,458 | 2009 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOW
Servicenow Inc
|
Technology | 0.91% | 1.07% |
#25
3
Prev: #22
|
2.7 | 672,898 | 385.4% |
P
S
|
847,477 | $129,824,997 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRN
Stride Inc
|
Consumer Defensive | 0.00% | 0.46% |
Sold All 😨
(Was: #81) |
0.3 | -465,574 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DSGX
Descartes Syste...
|
Technology | 0.00% | 0.44% |
Sold All 😨
(Was: #84) |
0.3 | -708,306 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITGR
Integer Holding...
|
Healthcare | 0.00% | 0.40% |
Sold All 😨
(Was: #98) |
0.3 | -578,287 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GDDY
Godaddy Inc
|
Technology | 0.00% | 0.22% |
Sold All 😨
(Was: #120) |
0.3 | -237,379 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
POWI
Power Integrati...
|
Technology | 0.00% | 0.16% |
Sold All 😨
(Was: #135) |
0.3 | -593,599 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WAL
Western Allianc...
|
Financial Services | 0.00% | 0.12% |
Sold All 😨
(Was: #145) |
0.3 | -215,419 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CART
Maplebear Inc.
|
Consumer Cyclical | 0.00% | 0.09% |
Sold All 😨
(Was: #172) |
0.3 | -376,213 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMPL
Simply Good Foo...
|
Consumer Defensive | 0.00% | 0.07% |
Sold All 😨
(Was: #192) |
0.3 | -409,490 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WERN
Werner Enterpri...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #246) |
0.3 | -138,711 | -100.0% |
CLOSED
|
— | $— | 2002 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TREE
Lendingtree Inc
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #297) |
0.3 | -24,799 | -100.0% |
CLOSED
|
— | $— | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIEN
Ciena Corporati...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #321) |
0.3 | -6,441 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXCM
DexCom Inc
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #324) |
0.3 | -13,248 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ULTA
Ulta Beauty Inc
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #339) |
0.3 | -1,187 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USPRX
Victory Portfol...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #345) |
0.3 | -7,114 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABG
Asbury Automoti...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #353) |
0.3 | -2,148 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEOX
Dfa Invt Dimens...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #362) |
0.3 | -8,266 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NBIX
Neurocrine Bios...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #364) |
0.3 | -2,690 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTD
The Trade Desk ...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #366) |
0.3 | -7,663 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BDX
Becton, Dickins...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #368) |
0.3 | -1,938 | -100.0% |
CLOSED
|
— | $— | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WST
West Pharmaceut...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #369) |
0.3 | -1,380 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYC
Paycom Software...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #371) |
0.3 | -1,724 | -100.0% |
CLOSED
|
— | $— | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRL
Charles River L...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #372) |
0.3 | -2,195 | -100.0% |
CLOSED
|
— | $— | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAS
Masco Corporati...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #382) |
0.3 | -3,416 | -100.0% |
CLOSED
|
— | $— | 2016 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ATR
Aptargroup Inc.
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #386) |
0.3 | -1,674 | -100.0% |
CLOSED
|
— | $— | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUI
Sun Communities...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #387) |
0.3 | -1,653 | -100.0% |
CLOSED
|
— | $— | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEX
Idex Corporatio...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #389) |
0.3 | -1,293 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNOXX
Charles Schwab ...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #391) |
0.3 | -184,631 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 408 holdings