CONGRESS ASSET MANAGEMENT CO

BOSTON, MA · CIK 897378 · 13F filing filed 2026-07-07

SEC-registered investment adviser since 1985 · limited liability partnership

Assets managed$14.2bn
Staff79 · 28 in investment roles
Main clients (by assets)High net worth individuals 31%, Mutual funds and ETFs 30%, Individuals 17%
Form ADV · 2026-03-17SEC adviser record

Legal entityCONGRESS ASSET MANAGEMENT COMPANY LLP (US)

$16.3bn reported value +16.5% vs Q1 2026

376positions

18.6%in top 10

32 new 147 added 184 reduced 73 sold out vs Q1 2026

Also in the report of:

PERSONAL CFO SOLUTIONS, LLC – $8.8m of shares are in both reports
Dorsey & Whitney Trust CO LLC – $1.6m of shares are in both reports
Advisory Services Network, LLC

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	2,627,947	$525.8m3.24%	3.24%	Added +117.9k	+117,919 4.7%
2	APPLE INC COM AAPL	AAPL	1,609,746	$465.8m2.87%	2.87%	Reduced -21.7k	-21,739 -1.3%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,020,191	$364.6m2.24%	2.24%	Reduced -34.4k	-34,363 -3.3%
4	MICROSOFT CORP COM MSFT	MSFT	815,323	$304.1m1.87%	1.87%	Added +177.2k	+177,216 27.8%
5	BROADCOM INC COM AVGO	AVGO	738,306	$278.9m1.72%	1.72%	Reduced -19.4k	-19,425 -2.6%
6	VISA INC COM CL A V	V	663,519	$227.6m1.40%	1.40%	Added +101.4k	+101,426 18.0%
7	GE VERNOVA INC COM GEV	GEV	192,672	$226.4m1.39%	1.39%	Reduced -6.2k	-6,153 -3.1%
8	AMPHENOL CORP CL A APH	APH	1,220,821	$215.3m1.32%	1.32%	Added +253.5k	+253,529 26.2%
9	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	659,911	$208.6m1.28%	1.28%	Added +155.3k	+155,274 30.8%
10	ARISTA NETWORKS INC COM SHS ANET	ANET	1,176,606	$199.9m1.23%	1.23%	Reduced -556.2k	-556,248 -32.1%
11	COSTCO WHSL CORP NEW COM COST	COST	208,851	$195.4m1.20%	1.20%	Reduced -7.2k	-7,173 -3.3%
12	STERLING INFRASTRUCTURE INC COM STRL	STRL	230,412	$193.4m1.19%	1.19%	Reduced -266.7k	-266,686 -53.6%
13	GOLDMAN SACHS GROUP INC COM GS	GS	182,093	$184.2m1.13%	1.13%	Reduced -7.3k	-7,322 -3.9%
14	UFP TECHNOLOGIES INC COM UFPT	UFPT	687,439	$182.3m1.12%	1.12%	Added +164.0k	+164,001 31.3%
15	EATON CORP PLC SHS ETN	ETN	413,077	$176.0m1.08%	1.08%	Reduced -90.7k	-90,651 -18.0%
16	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	88,265	$175.6m1.08%	1.08%	Added +5.6k	+5,639 6.8%
17	AMAZON COM INC COM AMZN	AMZN	733,843	$174.9m1.08%	1.08%	Reduced -169.3k	-169,277 -18.7%
18	MOOG INC CL A MOG.A	MOG.A	406,324	$172.2m1.06%	1.06%	Added +3.8k	+3,762 0.9%
19	MONGODB INC CL A MDB	MDB	511,227	$171.7m1.06%	1.06%	Added +209.3k	+209,330 69.3%
20	MODINE MFG CO COM MOD	MOD	629,268	$168.0m1.03%	1.03%	Reduced -21.4k	-21,405 -3.3%
21	HOWMET AEROSPACE INC COM HWM	HWM	622,443	$167.4m1.03%	1.03%	Reduced -174.0k	-173,961 -21.8%
22	NVENT ELECTRIC PLC SHS NVT	NVT	983,875	$166.9m1.03%	1.03%	Reduced -137.9k	-137,916 -12.3%
23	META PLATFORMS INC CL A META	META	292,203	$164.6m1.01%	1.01%	Reduced -11.7k	-11,711 -3.9%
24	WELLTOWER INC COM WELL	WELL	721,601	$163.8m1.01%	1.01%	Reduced -28.6k	-28,599 -3.8%
25	ENPRO INC COM NPO	NPO	433,112	$163.3m1.00%	1.00%	Added +34.7k	+34,681 8.7%
26	NOVANTA INC COM NOVT	NOVT	973,767	$158.0m0.97%	0.97%	Added +64.1k	+64,057 7.0%
27	CURTISS WRIGHT CORP COM CW	CW	198,758	$150.6m0.93%	0.93%	Reduced -29.1k	-29,077 -12.8%
28	PARKER-HANNIFIN CORP COM PH	PH	152,862	$149.5m0.92%	0.92%	Reduced -6.3k	-6,314 -4.0%
29	ELI LILLY & CO COM LLY	LLY	123,060	$147.6m0.91%	0.91%	Added +19.0k	+18,958 18.2%
30	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	409,049	$145.0m0.89%	0.89%	New
31	TG THERAPEUTICS INC COM TGTX	TGTX	2,600,123	$142.9m0.88%	0.88%	Added +432.0k	+432,042 19.9%
32	TKO GROUP HOLDINGS INC CL A TKO	TKO	706,691	$142.3m0.88%	0.88%	Reduced -21.1k	-21,115 -2.9%
33	TJX COS INC NEW COM TJX	TJX	924,463	$140.1m0.86%	0.86%	Reduced -279.5k	-279,525 -23.2%
34	REPLIGEN CORP COM RGEN	RGEN	1,012,226	$138.1m0.85%	0.85%	Added +214.4k	+214,359 26.9%
35	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	1,470,148	$135.4m0.83%	0.83%	Reduced -54.5k	-54,509 -3.6%
36	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	1,527,739	$133.0m0.82%	0.82%	Added +556.2k	+556,210 57.2%
37	BOOT BARN HLDGS INC COM BOOT	BOOT	797,619	$131.0m0.81%	0.81%	Added +80.0k	+80,045 11.2%
38	COMMVAULT SYS INC COM CVLT	CVLT	923,066	$130.8m0.81%	0.81%	Added +154.4k	+154,420 20.1%
39	WILLIAMS COS INC COM WMB	WMB	1,747,896	$129.9m0.80%	0.80%	Reduced -72.0k	-71,975 -4.0%
40	VERICEL CORP COM VCEL	VCEL	2,916,295	$129.7m0.80%	0.80%	Added +1.4m	+1,409,377 93.5%
41	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	3,000,595	$128.3m0.79%	0.79%	Added +847.6k	+847,617 39.4%
42	ECOLAB INC COM ECL	ECL	454,964	$126.8m0.78%	0.78%	Reduced -19.5k	-19,474 -4.1%
43	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	458,375	$124.7m0.77%	0.77%	Added +100.6k	+100,569 28.1%
44	LIVANOVA PLC SHS LIVN	LIVN	1,502,244	$123.5m0.76%	0.76%	Added +227.4k	+227,424 17.8%
45	MIRION TECHNOLOGIES INC COM CL A MIR	MIR	6,685,434	$119.9m0.74%	0.74%	Added +5.6m	+5,571,373 500.1%
46	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	300,950	$119.7m0.74%	0.74%	Reduced -11.5k	-11,460 -3.7%
47	INTERDIGITAL INC COM IDCC	IDCC	421,433	$119.3m0.73%	0.73%	Added +35.4k	+35,420 9.2%
48	QUANTA SVCS INC COM PWR	PWR	163,336	$117.6m0.72%	0.72%	Reduced -6.9k	-6,856 -4.0%
49	KULICKE & SOFFA INDS INC COM KLIC	KLIC	878,002	$117.4m0.72%	0.72%	New
50	BRINKER INTL INC COM EAT	EAT	685,348	$115.1m0.71%	0.71%	Added +69.6k	+69,616 11.3%
51	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	930,339	$114.7m0.71%	0.71%	Added +81.4k	+81,379 9.6%
52	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	345,252	$114.1m0.70%	0.70%	Reduced -7.4k	-7,384 -2.1%
53	JFROG LTD ORD SHS FROG	FROG	1,241,991	$112.9m0.69%	0.69%	Added +229.1k	+229,133 22.6%
54	MONOLITHIC PWR SYS INC COM MPWR	MPWR	80,425	$111.2m0.68%	0.68%	Reduced -2.9k	-2,918 -3.5%
55	PJT PARTNERS INC COM CL A PJT	PJT	723,474	$109.2m0.67%	0.67%	Added +119.1k	+119,122 19.7%
56	AMERIS BANCORP COM ABCB	ABCB	1,192,270	$107.6m0.66%	0.66%	Added +96.3k	+96,304 8.8%
57	CHAMPION HOMES INC COM SKY	SKY	1,212,960	$106.9m0.66%	0.66%	Added +172.1k	+172,072 16.5%
58	ATLANTIC UN BANKSHARES CORP COM AUB	AUB	2,501,164	$105.8m0.65%	0.65%	Added +259.3k	+259,290 11.6%
59	RAMBUS INC DEL COM RMBS	RMBS	777,993	$103.3m0.64%	0.64%	Reduced -498.0k	-497,985 -39.0%
60	IMAX CORP COM IMAX	IMAX	2,537,290	$101.1m0.62%	0.62%	Added +1.0m	+1,026,915 68.0%
61	IDEXX LABS INC COM IDXX	IDXX	190,193	$100.1m0.62%	0.62%	Added +23.5k	+23,507 14.1%
62	UBER TECHNOLOGIES INC COM UBER	UBER	1,341,826	$96.8m0.60%	0.60%	Reduced -54.7k	-54,713 -3.9%
63	HALOZYME THERAPEUTICS INC COM HALO	HALO	1,229,106	$96.2m0.59%	0.59%	Reduced -51.5k	-51,486 -4.0%
64	KIRBY CORP COM KEX	KEX	703,728	$95.7m0.59%	0.59%	Added +78.2k	+78,186 12.5%
65	TAPESTRY INC COM TPR	TPR	650,354	$95.2m0.59%	0.59%	Added +81.8k	+81,788 14.4%
66	FEDERAL SIGNAL CORP COM FSS	FSS	726,138	$93.3m0.57%	0.57%	Added +83.8k	+83,778 13.0%
67	MOODYS CORP COM MCO	MCO	205,324	$93.0m0.57%	0.57%	Reduced -8.0k	-8,007 -3.8%
68	LEMAITRE VASCULAR INC COM LMAT	LMAT	963,706	$92.5m0.57%	0.57%	Added +129.2k	+129,177 15.5%
69	CASEYS GEN STORES INC COM CASY	CASY	114,817	$91.3m0.56%	0.56%	Reduced -3.9k	-3,873 -3.3%
70	ARCHROCK INC COM AROC	AROC	2,213,208	$90.1m0.55%	0.55%	New
71	JOHN BEAN TECHNOLOGIES CORP COM JBTM	JBTM	604,022	$87.6m0.54%	0.54%	Added +46.6k	+46,644 8.4%
72	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	764,601	$87.3m0.54%	0.54%	Reduced -27.4k	-27,389 -3.5%
73	EMCOR GROUP INC COM EME	EME	105,097	$87.2m0.54%	0.54%	Reduced -5.1k	-5,111 -4.6%
74	VIKING HOLDINGS LTD ORD SHS VIK	VIK	827,835	$86.6m0.53%	0.53%	Reduced -19.5k	-19,486 -2.3%
75	CRANE COMPANY COMMON STOCK CR	CR	382,910	$85.4m0.53%	0.53%	Reduced -9.2k	-9,211 -2.4%
76	BALCHEM CORP COM BCPC	BCPC	502,571	$84.9m0.52%	0.52%	Added +56.8k	+56,758 12.7%
77	CSW INDUSTRIALS INC COM CSW	CSW	300,506	$83.6m0.51%	0.51%	Added +48.2k	+48,158 19.1%
78	MERIT MED SYS INC COM MMSI	MMSI	1,184,337	$82.1m0.51%	0.51%	Added +155.1k	+155,088 15.1%
79	AEROVIRONMENT INC COM AVAV	AVAV	495,640	$81.8m0.50%	0.50%	Added +103.1k	+103,132 26.3%
80	ACI WORLDWIDE INC COM ACIW	ACIW	1,592,306	$80.1m0.49%	0.49%	Reduced -241.5k	-241,502 -13.2%
81	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	265,701	$80.0m0.49%	0.49%	Reduced -20.0k	-20,038 -7.0%
82	VITA COCO CO INC COM COCO	COCO	1,207,102	$79.8m0.49%	0.49%	New
83	TEXAS INSTRS INC COM TXN	TXN	265,222	$79.1m0.49%	0.49%	Added +260.7k	+260,742 5820.1%
84	POWER INTEGRATIONS INC COM POWI	POWI	930,059	$77.9m0.48%	0.48%	New
85	AXON ENTERPRISE INC COM AXON	AXON	138,822	$77.8m0.48%	0.48%	New
86	COHERENT CORP COM COHR	COHR	190,782	$75.3m0.46%	0.46%	Added +189.6k	+189,582 15798.5%
87	HEICO CORP NEW COM HEI	HEI	210,755	$75.1m0.46%	0.46%	Added +455	+455 0.2%
88	RAYMOND JAMES FINL INC COM RJF	RJF	460,228	$70.0m0.43%	0.43%	Reduced -11.2k	-11,161 -2.4%
89	NOVA LTD COM NVMI	NVMI	127,910	$69.4m0.43%	0.43%	Reduced -111.8k	-111,798 -46.6%
90	MICRON TECHNOLOGY INC COM MU	MU	59,538	$68.7m0.42%	0.42%	New
91	DATADOG INC CL A COM DDOG	DDOG	261,023	$68.0m0.42%	0.42%	Reduced -5.5k	-5,483 -2.1%
92	CARGURUS INC COM CL A CARG	CARG	1,976,348	$67.4m0.41%	0.41%	Reduced -134.2k	-134,189 -6.4%
93	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	512,991	$59.9m0.37%	0.37%	Added +28.3k	+28,277 5.8%
94	CRANE NXT CO COM CXT	CXT	1,166,261	$59.7m0.37%	0.37%	Reduced -204.5k	-204,537 -14.9%
95	UMB FINL CORP COM UMBF	UMBF	396,647	$56.6m0.35%	0.35%	Added +245.3k	+245,296 162.1%
96	QNITY ELECTRONICS INC COMMON STOCK Q	Q	345,316	$56.4m0.35%	0.35%	Added +4.6k	+4,611 1.4%
97	ADVANCED ENERGY INDS COM AEIS	AEIS	150,510	$56.1m0.35%	0.35%	Reduced -56.9k	-56,861 -27.4%
98	CLOUDFLARE INC CL A COM NET	NET	226,921	$55.7m0.34%	0.34%	Reduced -46.8k	-46,835 -17.1%
99	TERADYNE INC COM TER	TER	107,915	$52.2m0.32%	0.32%	Reduced -532	-532 -0.5%
100	COMFORT SYS USA INC COM FIX	FIX	25,704	$50.9m0.31%	0.31%	Reduced -29.5k	-29,488 -53.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DYNATRACE INC DT	DT	1,808,854	$66.9m1.8m shares
HOULIHAN LOKEY INC HLI	HLI	232,980	$33.5m233.0k shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	202,874	$30.3m202.9k shares
PRESTIGE CONSMR HEALTHCARE I PBH	PBH	450,200	$26.7m450.2k shares
PTC INC PTC	PTC	172,771	$24.6m172.8k shares
AZENTA INC AZTA	AZTA	1,145,635	$24.2m1.1m shares
INSULET CORP PODD	PODD	105,228	$22.1m105.2k shares
IES HOLDINGS INC IESC	IESC	43,513	$20.7m43.5k shares
KINSALE CAP GROUP INC KNSL	KNSL	41,883	$14.3m41.9k shares
MORNINGSTAR INC MORN	MORN	77,405	$13.1m77.4k shares
POOL CORP POOL	POOL	53,196	$10.8m53.2k shares
SPS COMM INC SPSC	SPSC	174,758	$9.7m174.8k shares
PRAXIS PRECISION MEDICINES I PRAX	PRAX	24,839	$8.0m24.8k shares
FIRSTSERVICE CORP NEW FSV	FSV	43,743	$6.1m43.7k shares
ARCELLX INC ACLX	ACLX	47,551	$5.5m47.6k shares
CASELLA WASTE SYS INC CWST	CWST	64,938	$5.2m64.9k shares
MARQETA INC		1,260,214	$5.1m1.3m shares
AAR CORP AIR	AIR	46,692	$5.1m46.7k shares
ASGN INC EFOR	EFOR	125,326	$4.9m125.3k shares
LEGENCE CORP LGN	LGN	85,794	$4.8m85.8k shares
ARTIVION INC AORT	AORT	127,103	$4.7m127.1k shares
HECLA MNG CO HL	HL	206,892	$3.9m206.9k shares
ACADIA PHARMACEUTICALS INC ACAD	ACAD	160,794	$3.6m160.8k shares
CARDINAL INFRASTRUCTURE GROU CDNL	CDNL	87,372	$3.5m87.4k shares
STRIDE INC LRN	LRN	36,138	$3.2m36.1k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
UFP TECHNOLOGIES INC UFPT · 13G · filed 2026-04-23	UFPT	5.4%≈ $110.5m	new	13G	2026-04-23