2026 Q2 Portfolio Activity
In 2026 Q2, CONGRESS ASSET MANAGEMENT CO maintained a portfolio of 448 distinct positions. The most significant new addition was Arm Holdings PLC, now representing 0.89% of the total fund value. They heavily accumulated shares in Mirion Technologies Inc, increasing the position by 500.1%. Conversely, CONGRESS ASSET MANAGEMENT CO completely exited their position in Primoris Services Corp..
Position History
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Total Positions
448
Quarter
2026 Q2
Top Holding
NVDA (3.2%)
Top 10 Concentration
18.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 448
CONGRESS ASSET MANAGEMENT CO Full Holdings List — 2026 Q2
| 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 | 3.24% | 3.14% |
#1
Prev: #1
|
3.8 |
—
|
117,919 | 4.7% |
P
S
|
2,627,947 | $525,825,910 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AAPL
Apple Inc.
|
Technology | 2.87% | 2.97% |
#2
Prev: #2
|
3.1 |
—
|
-21,739 | -1.3% |
P
S
|
1,609,746 | $465,796,217 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOGL
Alphabet Inc.
|
Communication Services | 2.24% | 2.17% |
#3
Prev: #3
|
2.4 |
—
|
-34,363 | -3.3% |
P
S
|
1,020,191 | $364,585,508 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MSFT
Microsoft Corp.
|
Technology | 1.87% | 1.69% |
#4
Prev: #4
|
3.7 |
—
|
177,216 | 27.8% |
P
S
|
815,323 | $304,131,894 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.72% | 1.68% |
#5
Prev: #5
|
1.7 |
—
|
-19,425 | -2.6% |
P
S
|
738,306 | $278,895,170 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
V
Visa Inc
|
Financial Services | 1.40% | 1.22% |
#6
9
Prev: #15
|
2.6 |
—
|
101,426 | 18.0% |
P
S
|
663,519 | $227,646,887 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GEV
GE Vernova Inc.
|
Industrials | 1.39% | 1.24% |
#7
7
Prev: #14
|
1.1 |
—
|
-6,153 | -3.1% |
P
S
|
192,672 | $226,362,918 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
APH
Amphenol Corpor...
|
Technology | 1.32% | 0.88% |
#8
20
Prev: #28
|
3.0 |
—
|
253,529 | 26.2% |
P
S
|
1,220,821 | $215,255,165 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LGND
Ligand Pharmace...
|
Healthcare | 1.28% | 0.72% |
#9
32
Prev: #41
|
3.0 |
—
|
155,274 | 30.8% |
P
S
|
659,911 | $208,591,268 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ANET
Arista Networks...
|
Technology | 1.23% | 1.52% |
#10
3
Prev: #7
|
0.5 |
—
|
-556,248 | -32.1% |
P
S
|
1,176,606 | $199,881,834 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 1.20% | 1.54% |
#11
5
Prev: #6
|
1.0 |
—
|
-7,173 | -3.3% |
P
S
|
208,851 | $195,374,114 | 2008 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
STRL
Sterling Infras...
|
Industrials | 1.19% | 1.45% |
#12
4
Prev: #8
|
0.5 |
—
|
-266,686 | -53.6% |
P
S
|
230,412 | $193,398,616 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GS
Goldman Sachs G...
|
Financial Services | 1.13% | 1.15% |
#13
3
Prev: #16
|
1.0 |
—
|
-7,322 | -3.9% |
P
S
|
182,093 | $184,163,119 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
UFPT
UFP Technologie...
|
Healthcare | 1.12% | 0.73% |
#14
26
Prev: #40
|
2.9 |
—
|
164,001 | 31.3% |
P
S
|
687,439 | $182,260,702 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ETN
Eaton Corporati...
|
Industrials | 1.08% | 1.29% |
#15
3
Prev: #12
|
0.9 |
—
|
-90,651 | -18.0% |
P
S
|
413,077 | $176,020,475 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ASML
ASML Holding N....
|
Technology | 1.08% | 0.78% |
#16
17
Prev: #33
|
2.4 |
—
|
5,639 | 6.8% |
P
S
|
88,265 | $175,598,903 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 1.08% | 1.35% |
#17
7
Prev: #10
|
0.9 |
—
|
-169,277 | -18.7% |
P
S
|
733,843 | $174,904,050 | 2008 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MOG/A
Moog Inc.
|
Industrials | 1.06% | 0.84% |
#18
11
Prev: #29
|
0.9 |
—
|
3,762 | 0.9% |
P
S
|
406,324 | $172,216,289 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MDB
MongoDB Inc.
|
Technology | 1.06% | 0.53% |
#19
53
Prev: #72
|
3.4 |
—
|
209,330 | 69.3% |
P
S
|
511,227 | $171,721,149 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MOD
Modine Manufact...
|
Consumer Cyclical | 1.03% | 1.01% |
#20
2
Prev: #22
|
0.9 |
—
|
-21,405 | -3.3% |
P
S
|
629,268 | $168,027,141 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
HWM
Howmet Aerospac...
|
Industrials | 1.03% | 1.32% |
#21
10
Prev: #11
|
0.4 |
—
|
-173,961 | -21.8% |
P
S
|
622,443 | $167,350,027 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NVT
NVent Electric ...
|
Industrials | 1.03% | 0.95% |
#22
3
Prev: #25
|
0.9 |
—
|
-137,916 | -12.3% |
P
S
|
983,875 | $166,875,046 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
META
Meta Platforms ...
|
Communication Services | 1.01% | 1.25% |
#23
10
Prev: #13
|
0.9 |
—
|
-11,711 | -3.9% |
P
S
|
292,203 | $164,595,032 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
WELL
Welltower Inc.
|
Real Estate | 1.01% | 1.06% |
#24
6
Prev: #18
|
0.9 |
—
|
-28,599 | -3.8% |
P
S
|
721,601 | $163,781,677 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NPO
Enpro Inc
|
Industrials | 1.00% | 0.72% |
#25
18
Prev: #43
|
2.4 |
—
|
34,681 | 8.7% |
P
S
|
433,112 | $163,252,745 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NOVT
Novanta Inc
|
Technology | 0.97% | 0.77% |
#26
8
Prev: #34
|
2.4 |
—
|
64,057 | 7.0% |
P
S
|
973,767 | $157,983,958 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
CW
Curtiss-Wright ...
|
Industrials | 0.93% | 1.11% |
#27
10
Prev: #17
|
0.9 |
—
|
-29,077 | -12.8% |
P
S
|
198,758 | $150,611,180 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PH
Parker-Hannifin...
|
Industrials | 0.92% | 1.02% |
#28
7
Prev: #21
|
0.9 |
—
|
-6,314 | -4.0% |
P
S
|
152,862 | $149,517,695 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LLY
Eli Lilly & Co.
|
Healthcare | 0.91% | 0.69% |
#29
16
Prev: #45
|
2.4 |
—
|
18,958 | 18.2% |
P
S
|
123,060 | $147,601,663 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ARM
Arm Holdings PL...
|
Technology | 0.89% | — |
#30
Prev: #—
|
3.9 |
—
|
409,049 | — |
NEW
|
409,049 | $145,036,504 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TGTX
TG Therapeutics...
|
Healthcare | 0.88% | 0.52% |
#31
43
Prev: #74
|
2.4 |
—
|
432,042 | 19.9% |
P
S
|
2,600,123 | $142,850,758 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TKO
TKO Group Holdi...
|
Communication Services | 0.88% | 1.05% |
#32
13
Prev: #19
|
0.9 |
—
|
-21,115 | -2.9% |
P
S
|
706,691 | $142,264,050 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TJX
The TJX Compani...
|
Consumer Cyclical | 0.86% | 1.38% |
#33
24
Prev: #9
|
0.3 |
—
|
-279,525 | -23.2% |
P
S
|
924,463 | $140,056,199 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
RGEN
Repligen Corpor...
|
Healthcare | 0.85% | 0.67% |
#34
13
Prev: #47
|
2.8 |
—
|
214,359 | 26.9% |
P
S
|
1,012,226 | $138,108,115 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ORLY
O'Reilly Automo...
|
Consumer Cyclical | 0.83% | 1.01% |
#35
12
Prev: #23
|
0.8 |
—
|
-54,509 | -3.6% |
P
S
|
1,470,148 | $135,385,956 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IBKR
Interactive Bro...
|
Financial Services | 0.82% | 0.47% |
#36
50
Prev: #86
|
3.3 |
—
|
556,210 | 57.3% |
P
S
|
1,527,739 | $132,974,371 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BOOT
Boot Barn Holdi...
|
Consumer Cyclical | 0.81% | 0.75% |
#37
1
Prev: #36
|
2.3 |
—
|
80,045 | 11.2% |
P
S
|
797,619 | $131,024,873 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
CVLT
Commvault Syste...
|
Technology | 0.81% | 0.43% |
#38
50
Prev: #88
|
2.8 |
—
|
154,420 | 20.1% |
P
S
|
923,066 | $130,826,144 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
WMB
Williams Compan...
|
Energy | 0.80% | 0.95% |
#39
13
Prev: #26
|
0.8 |
—
|
-71,975 | -4.0% |
P
S
|
1,747,896 | $129,938,601 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VCEL
Vericel Corpora...
|
Healthcare | 0.80% | 0.35% |
#40
56
Prev: #96
|
3.3 |
—
|
1,409,377 | 93.5% |
P
S
|
2,916,295 | $129,745,965 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
UTI
Universal Techn...
|
Consumer Defensive | 0.79% | 0.56% |
#41
26
Prev: #67
|
2.8 |
—
|
847,617 | 39.4% |
P
S
|
3,000,595 | $128,335,448 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ECL
Ecolab Inc.
|
Basic Materials | 0.78% | 0.90% |
#42
15
Prev: #27
|
0.8 |
—
|
-19,474 | -4.1% |
P
S
|
454,964 | $126,757,453 | 2005 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
CRDO
Credo Technolog...
|
Technology | 0.77% | 0.24% |
#43
67
Prev: #110
|
2.8 |
—
|
100,569 | 28.1% |
P
S
|
458,375 | $124,655,081 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LIVN
LivaNova PLC
|
Healthcare | 0.76% | 0.58% |
#44
18
Prev: #62
|
2.3 |
—
|
227,424 | 17.8% |
P
S
|
1,502,244 | $123,529,524 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MIR
Mirion Technolo...
|
Industrials | 0.74% | 0.15% |
#45
98
Prev: #143
|
3.3 |
—
|
5,571,373 | 500.1% |
P
S
|
6,685,434 | $119,869,832 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ISRG
Intuitive Surgi...
|
Healthcare | 0.74% | 1.03% |
#46
26
Prev: #20
|
0.8 |
—
|
-11,460 | -3.7% |
P
S
|
300,950 | $119,681,627 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IDCC
InterDigital, I...
|
Technology | 0.73% | 0.84% |
#47
16
Prev: #31
|
2.3 |
—
|
35,420 | 9.2% |
P
S
|
421,433 | $119,320,350 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PWR
Quanta Services...
|
Industrials | 0.72% | 0.67% |
#48
2
Prev: #50
|
0.8 |
—
|
-6,856 | -4.0% |
P
S
|
163,336 | $117,608,305 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
KLIC
Kulicke and Sof...
|
Technology | 0.72% | — |
#49
Prev: #—
|
3.8 |
—
|
878,002 | — |
NEW
|
878,002 | $117,441,548 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EAT
Brinker Interna...
|
Consumer Cyclical | 0.71% | 0.63% |
#50
4
Prev: #54
|
2.3 |
—
|
69,616 | 11.3% |
P
S
|
685,348 | $115,138,464 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 |
Showing 1-50 of 448 holdings