2026 Q1 Portfolio Activity
In 2026 Q1, CONGRESS ASSET MANAGEMENT CO maintained a portfolio of 441 distinct positions. The most significant new addition was Hilton Worldwide Holdings Inc, now representing 0.77% of the total fund value. They heavily accumulated shares in ASML Holding N.V., increasing the position by 538.5%. The fund also reduced its exposure to Synopsys Inc by 92.3%.
Position History
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Total Positions
441
Quarter
2026 Q1
Top Holding
NVDA (3.1%)
Top 10 Concentration
18.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 441
CONGRESS ASSET MANAGEMENT CO Full Holdings List — 2026 Q1
| 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 | 3.14% | 3.33% |
#1
Prev: #1
|
3.8 |
—
|
-27,044 | -1.1% |
P
S
|
2,510,028 | $437,748,932 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AAPL
Apple Inc.
|
Technology | 2.97% | 3.14% |
#2
Prev: #2
|
3.2 |
—
|
-12,072 | -0.7% |
P
S
|
1,631,485 | $414,054,580 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOOGL
Alphabet Inc.
|
Communication Services | 2.17% | 2.35% |
#3
Prev: #3
|
2.4 |
—
|
-11,960 | -1.1% |
P
S
|
1,054,554 | $303,247,595 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MSFT
Microsoft Corp.
|
Technology | 1.69% | 2.19% |
#4
Prev: #4
|
1.7 |
—
|
-4,999 | -0.8% |
P
S
|
638,107 | $236,207,954 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.68% | 1.78% |
#5
Prev: #5
|
1.7 |
—
|
26,381 | 3.6% |
P
S
|
757,731 | $234,525,414 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 1.54% | 1.32% |
#6
6
Prev: #12
|
1.1 |
—
|
-1,451 | -0.7% |
P
S
|
216,024 | $215,253,137 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ANET
Arista Networks...
|
Technology | 1.52% | 1.62% |
#7
1
Prev: #6
|
1.1 |
—
|
-25,449 | -1.4% |
P
S
|
1,732,854 | $212,759,819 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
STRL
Sterling Infras...
|
Industrials | 1.45% | 1.01% |
#8
12
Prev: #20
|
2.6 |
—
|
27,898 | 5.9% |
P
S
|
497,098 | $202,453,102 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TJX
The TJX Compani...
|
Consumer Cyclical | 1.38% | 1.32% |
#9
2
Prev: #11
|
1.1 |
—
|
-19,000 | -1.6% |
P
S
|
1,203,988 | $192,276,921 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 1.35% | 1.47% |
#10
2
Prev: #8
|
1.0 |
—
|
-4,182 | -0.5% |
P
S
|
903,120 | $188,092,723 | 2008 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HWM
Howmet Aerospac...
|
Industrials | 1.32% | 1.16% |
#11
3
Prev: #14
|
1.0 |
—
|
-9,613 | -1.2% |
P
S
|
796,404 | $183,539,167 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ETN
Eaton Corporati...
|
Industrials | 1.29% | 1.14% |
#12
4
Prev: #16
|
1.0 |
—
|
-4,402 | -0.9% |
P
S
|
503,728 | $180,168,456 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
META
Meta Platforms ...
|
Communication Services | 1.25% | 1.42% |
#13
4
Prev: #9
|
1.0 |
—
|
-1,611 | -0.5% |
P
S
|
303,914 | $173,878,348 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GEV
GE Vernova Inc.
|
Industrials | 1.24% | 0.88% |
#14
16
Prev: #30
|
1.0 |
—
|
7,163 | 3.7% |
P
S
|
198,825 | $173,553,978 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
V
Visa Inc
|
Financial Services | 1.22% | 1.40% |
#15
5
Prev: #10
|
1.0 |
—
|
-5,615 | -1.0% |
P
S
|
562,093 | $169,887,038 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GS
Goldman Sachs G...
|
Financial Services | 1.15% | 1.59% |
#16
9
Prev: #7
|
0.5 |
—
|
-66,900 | -26.1% |
P
S
|
189,415 | $160,243,175 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CW
Curtiss-Wright ...
|
Industrials | 1.11% | 1.05% |
#17
2
Prev: #19
|
0.9 |
—
|
-42,050 | -15.6% |
P
S
|
227,835 | $155,183,199 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WELL
Welltower Inc.
|
Real Estate | 1.06% | 0.98% |
#18
4
Prev: #22
|
0.9 |
—
|
-3,130 | -0.4% |
P
S
|
750,200 | $148,321,988 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TKO
TKO Group Holdi...
|
Communication Services | 1.05% | 0.80% |
#19
18
Prev: #37
|
2.9 |
—
|
180,876 | 33.1% |
P
S
|
727,806 | $146,761,986 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ISRG
Intuitive Surgi...
|
Healthcare | 1.03% | 1.25% |
#20
7
Prev: #13
|
0.9 |
—
|
-2,121 | -0.7% |
P
S
|
312,410 | $144,017,690 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PH
Parker-Hannifin...
|
Industrials | 1.02% | 1.15% |
#21
6
Prev: #15
|
0.9 |
—
|
-27,185 | -14.6% |
P
S
|
159,176 | $142,500,466 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MOD
Modine Manufact...
|
Consumer Cyclical | 1.01% | 0.53% |
#22
43
Prev: #65
|
2.4 |
—
|
81,820 | 14.4% |
P
S
|
650,673 | $141,007,346 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ORLY
O'Reilly Automo...
|
Consumer Cyclical | 1.01% | 0.99% |
#23
2
Prev: #21
|
0.9 |
—
|
-12,456 | -0.8% |
P
S
|
1,524,657 | $140,741,114 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MLM
Martin Marietta...
|
Basic Materials | 1.00% | 1.05% |
#24
6
Prev: #18
|
0.9 |
—
|
-1,663 | -0.7% |
P
S
|
237,971 | $140,088,832 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVT
NVent Electric ...
|
Industrials | 0.95% | 0.83% |
#25
10
Prev: #35
|
0.9 |
—
|
-35,208 | -3.0% |
P
S
|
1,121,791 | $132,685,437 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WMB
Williams Compan...
|
Energy | 0.95% | 0.78% |
#26
15
Prev: #41
|
0.9 |
—
|
-25,097 | -1.4% |
P
S
|
1,819,871 | $132,450,238 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ECL
Ecolab Inc.
|
Basic Materials | 0.90% | 0.89% |
#27
2
Prev: #29
|
0.9 |
—
|
-7,794 | -1.6% |
P
S
|
474,438 | $126,209,878 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
APH
Amphenol Corpor...
|
Technology | 0.88% | 0.92% |
#28
4
Prev: #24
|
0.9 |
—
|
4,731 | 0.5% |
P
S
|
967,292 | $122,217,323 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MOG/A
Moog Inc.
|
Industrials | 0.84% | 0.63% |
#29
24
Prev: #53
|
2.3 |
—
|
36,154 | 9.9% |
P
S
|
402,562 | $117,805,857 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PRIM
Primoris Servic...
|
Industrials | 0.84% | 0.71% |
#30
15
Prev: #45
|
0.8 |
—
|
2,826 | 0.3% |
P
S
|
818,096 | $117,020,425 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IDCC
InterDigital, I...
|
Technology | 0.84% | 0.79% |
#31
8
Prev: #39
|
2.3 |
—
|
34,817 | 9.9% |
P
S
|
386,013 | $116,575,781 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RMBS
Rambus Inc.
|
Technology | 0.79% | 0.91% |
#32
6
Prev: #26
|
0.8 |
—
|
-134,637 | -9.5% |
P
S
|
1,275,978 | $109,772,387 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ASML
ASML Holding N....
|
Technology | 0.78% | 0.10% |
#33
143
Prev: #176
|
3.3 |
—
|
69,686 | 538.5% |
P
S
|
82,626 | $109,134,292 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NOVT
Novanta Inc
|
Technology | 0.77% | 0.51% |
#34
39
Prev: #73
|
2.8 |
—
|
297,732 | 48.7% |
P
S
|
909,710 | $107,445,848 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HLT
Hilton Worldwid...
|
Consumer Cyclical | 0.77% | — |
#35
Prev: #—
|
3.8 |
—
|
352,636 | — |
NEW
|
352,636 | $107,229,563 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BOOT
Boot Barn Holdi...
|
Consumer Cyclical | 0.75% | 0.77% |
#36
6
Prev: #42
|
2.3 |
—
|
95,161 | 15.3% |
P
S
|
717,574 | $105,024,131 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PEN
Penumbra Inc.
|
Healthcare | 0.75% | 0.84% |
#37
3
Prev: #34
|
0.8 |
—
|
-65,013 | -17.0% |
P
S
|
317,337 | $104,203,951 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVMI
Nova Ltd
|
Technology | 0.75% | 0.67% |
#38
13
Prev: #51
|
0.8 |
—
|
-51,567 | -17.7% |
P
S
|
239,708 | $104,100,390 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSX
Boston Scientif...
|
Healthcare | 0.73% | 1.11% |
#39
22
Prev: #17
|
0.8 |
—
|
-20,473 | -1.2% |
P
S
|
1,629,485 | $102,250,186 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UFPT
UFP Technologie...
|
Healthcare | 0.73% | 0.69% |
#40
7
Prev: #47
|
2.3 |
—
|
82,316 | 18.7% |
P
S
|
523,438 | $101,337,597 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LGND
Ligand Pharmace...
|
Healthcare | 0.72% | 0.64% |
#41
11
Prev: #52
|
2.3 |
—
|
24,574 | 5.1% |
P
S
|
504,637 | $100,750,777 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UBER
Uber Technologi...
|
Technology | 0.72% | 0.83% |
#42
6
Prev: #36
|
0.8 |
—
|
-39,731 | -2.8% |
P
S
|
1,396,539 | $100,453,050 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NPO
Enpro Inc
|
Industrials | 0.72% | 0.57% |
#43
15
Prev: #58
|
2.3 |
—
|
22,159 | 5.9% |
P
S
|
398,431 | $99,866,820 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TMO
Thermo Fisher S...
|
Healthcare | 0.71% | 0.85% |
#44
11
Prev: #33
|
0.8 |
—
|
-8,690 | -4.2% |
P
S
|
200,288 | $98,447,804 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LLY
Eli Lilly & Co.
|
Healthcare | 0.69% | 0.10% |
#45
126
Prev: #171
|
3.3 |
—
|
90,285 | 653.4% |
P
S
|
104,102 | $95,750,001 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ALNY
Alnylam Pharmac...
|
Healthcare | 0.68% | 0.75% |
#46
3
Prev: #43
|
2.3 |
—
|
16,500 | 6.1% |
P
S
|
285,739 | $94,542,463 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RGEN
Repligen Corpor...
|
Healthcare | 0.67% | 0.86% |
#47
15
Prev: #32
|
2.3 |
—
|
51,561 | 6.9% |
P
S
|
797,867 | $94,004,690 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SHOP
Shopify Inc
|
Technology | 0.67% | 0.91% |
#48
20
Prev: #28
|
0.8 |
—
|
-10,326 | -1.3% |
P
S
|
791,990 | $93,945,802 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IDXX
IDEXX Laborator...
|
Healthcare | 0.67% | 0.73% |
#49
5
Prev: #44
|
2.3 |
—
|
12,778 | 8.3% |
P
S
|
166,686 | $93,659,197 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PWR
Quanta Services...
|
Industrials | 0.67% | 0.53% |
#50
19
Prev: #69
|
0.8 |
—
|
-7,492 | -4.2% |
P
S
|
170,192 | $93,438,656 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 441 holdings