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CONGRESS ASSET MANAGEMENT CO

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000897378

$16.25B

disclosed book value

376

positions

3.2%

largest position share

Positions, as of 2026-06-30

top 100 of 376 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA Corp.2.6M$525.8M3.2%
2AAPLApple Inc.1.6M$465.8M2.9%
3GOOGLAlphabet Inc.1.0M$364.6M2.2%
4MSFTMicrosoft Corp.815,323$304.1M1.9%
5AVGOBroadcom Inc738,306$278.9M1.7%
6VVisa Inc663,519$227.6M1.4%
7GEVGE Vernova Inc.192,672$226.4M1.4%
8APHAmphenol Corporation1.2M$215.3M1.3%
9LGNDLigand Pharmaceuticals Incorporated659,911$208.6M1.3%
10ANETArista Networks Inc1.2M$199.9M1.2%
11COSTCostco Wholesale Corporation208,851$195.4M1.2%
12STRLSterling Infrastructure Inc230,412$193.4M1.2%
13GSGoldman Sachs Group, Inc.182,093$184.2M1.1%
14UFPTUFP Technologies Inc.687,439$182.3M1.1%
15Eaton Corporation PLC413,077$176.0M1.1%
16ASML Holding N.V.88,265$175.6M1.1%
17AMZNAmazon.com, Inc.733,843$174.9M1.1%
18MOG/AMoog Inc.406,324$172.2M1.1%
19MDBMongoDB Inc.511,227$171.7M1.1%
20MODModine Manufacturing Co.629,268$168.0M1%
21HWMHowmet Aerospace Inc622,443$167.4M1%
22NVent Electric PLC983,875$166.9M1%
23METAMeta Platforms Inc292,203$164.6M1%
24WELLWelltower Inc.721,601$163.8M1%
25NPOEnpro Inc433,112$163.3M1%
26NOVTNovanta Inc973,767$158.0M1%
27CWCurtiss-Wright Corp.198,758$150.6M0.9%
28PHParker-Hannifin Corp.152,862$149.5M0.9%
29LLYEli Lilly & Co.123,060$147.6M0.9%
30ARMArm Holdings PLC409,049$145.0M0.9%
31TGTXTG Therapeutics Inc2.6M$142.9M0.9%
32TKOTKO Group Holdings Inc.706,691$142.3M0.9%
33TJXThe TJX Companies Inc.924,463$140.1M0.9%
34RGENRepligen Corporation1.0M$138.1M0.8%
35ORLYO'Reilly Automotive Inc.1.5M$135.4M0.8%
36IBKRInteractive Brokers Group Inc1.5M$133.0M0.8%
37BOOTBoot Barn Holdings Inc797,619$131.0M0.8%
38CVLTCommvault Systems Inc.923,066$130.8M0.8%
39WMBWilliams Companies Inc. (The)1.7M$129.9M0.8%
40VCELVericel Corporation2.9M$129.7M0.8%
41UTIUniversal Technical Institute, Inc.3.0M$128.3M0.8%
42ECLEcolab Inc.454,964$126.8M0.8%
43Credo Technology Group Holding Ltd458,375$124.7M0.8%
44LivaNova PLC1.5M$123.5M0.8%
45MIRMirion Technologies Inc6.7M$119.9M0.7%
46ISRGIntuitive Surgical Inc.300,950$119.7M0.7%
47IDCCInterDigital, Inc.421,433$119.3M0.7%
48PWRQuanta Services, Inc.163,336$117.6M0.7%
49KLICKulicke and Soffa Industries, Inc.878,002$117.4M0.7%
50EATBrinker International, Inc.685,348$115.1M0.7%
51SXTSensient Technologies Corp930,339$114.7M0.7%
52HLTHilton Worldwide Holdings Inc345,252$114.1M0.7%
53JFrog Ltd1.2M$112.9M0.7%
54MPWRMonolithic Power Systems Inc.80,425$111.2M0.7%
55PJTPJT Partners Inc.723,474$109.2M0.7%
56ABCBAmeris Bancorp1.2M$107.6M0.7%
57SKYChampion Homes Inc.1.2M$106.9M0.7%
58AUBAtlantic Union Bankshares Corp2.5M$105.8M0.7%
59RMBSRambus Inc.777,993$103.3M0.6%
60IMAXIMAX Corporation2.5M$101.1M0.6%
61IDXXIDEXX Laboratories Inc.190,193$100.1M0.6%
62UBERUber Technologies Inc1.3M$96.8M0.6%
63HALOHalozyme Therapeutics Inc1.2M$96.2M0.6%
64KEXKirby Corp703,728$95.7M0.6%
65TPRTapestry Inc650,354$95.2M0.6%
66FSSFederal Signal Corp.726,138$93.3M0.6%
67MCOMoodys Corp.205,324$93.0M0.6%
68LMATLemaitre Vascular Inc.963,706$92.5M0.6%
69CASYCasey'S General Stores Inc.114,817$91.3M0.6%
70AROCArchrock Inc2.2M$90.1M0.6%
71JBTMJBT Marel Corp.604,022$87.6M0.5%
72SHOPShopify Inc764,601$87.3M0.5%
73EMEEmcor Group Inc105,097$87.2M0.5%
74Viking Holdings Ltd.827,835$86.6M0.5%
75CRCrane Co.382,910$85.4M0.5%
76BCPCBalchem Corp502,571$84.9M0.5%
77CSWCSW Industrials Inc.300,506$83.6M0.5%
78MMSIMerit Medical Systems Inc.1.2M$82.1M0.5%
79AVAVAeroVironment, Inc.495,640$81.8M0.5%
80ACIWACI Worldwide Inc1.6M$80.1M0.5%
81ALNYAlnylam Pharmaceuticals Inc.265,701$80.0M0.5%
82COCOThe Vita Coco Company Inc1.2M$79.8M0.5%
83TXNTexas Instruments Inc.265,222$79.1M0.5%
84POWIPower Integrations Inc.930,059$77.9M0.5%
85AXONAxon Enterprise Inc138,822$77.8M0.5%
86COHRCoherent Corp190,782$75.3M0.5%
87HEIHeico Corp210,755$75.1M0.5%
88RJFRaymond James Financial Inc.460,228$70.0M0.4%
89Nova Ltd127,910$69.4M0.4%
90MUMicron Technology Inc.59,538$68.7M0.4%
91DDOGDatadog Inc261,023$68.0M0.4%
92CARGCargurus Inc2.0M$67.4M0.4%
93PLTRPalantir Technologies Inc512,991$59.9M0.4%
94CXTCrane NXT Co1.2M$59.7M0.4%
95UMBFUMB Financial Corp.396,647$56.6M0.3%
96QQnity Electronics Inc.345,316$56.4M0.3%
97AEISAdvanced Energy Industries, Inc.150,510$56.1M0.3%
98NETCloudflare Inc226,921$55.7M0.3%
99TERTeradyne Inc.107,915$52.2M0.3%
100FIXComfort Systems USA Inc.25,704$50.9M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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