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Congress Asset Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 7 July 2026, signed by Athena Konstantinidis, Compliance Associate. Retrieved 14 October 2026.

$16.25B
Reported 13F value
376
Positions
18.6%
In the 10 largest
+16.5%
Value vs. prior quarter

Congress Asset Management’s reported 13F holdings total $16.25B across 376 positions as of 30 June 2026. The ten largest make up 18.6% of it, and its value rose 16.5% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $16.25B reported here is not the firm's $14.20B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Nvidia Corp..COM$525,825,910
Class
COM
Share
3.2%
Apple Inc..COM$465,796,217
Class
COM
Share
2.9%
Alphabet Inc..COM$364,585,508
Class
COM
Share
2.2%
Microsoft Corp..COM$304,131,894
Class
COM
Share
1.9%
Broadcom Inc.COM$278,895,170
Class
COM
Share
1.7%
Visa Inc.COM$227,646,887
Class
COM
Share
1.4%
GE Vernova Inc..COM$226,362,918
Class
COM
Share
1.4%
Amphenol CorporationCOM$215,255,165
Class
COM
Share
1.3%
Ligand Pharmaceuticals IncorporatedCOM$208,591,268
Class
COM
Share
1.3%
Arista Networks Inc.COM$199,881,834
Class
COM
Share
1.2%
Costco Wholesale CorporationCOM$195,374,114
Class
COM
Share
1.2%
Sterling Infrastructure Inc.COM$193,398,616
Class
COM
Share
1.2%
Goldman Sachs Group, Inc..COM$184,163,119
Class
COM
Share
1.1%
Ufp Technologies Inc..COM$182,260,702
Class
COM
Share
1.1%
Eaton Corporation PLCCOM$176,020,475
Class
COM
Share
1.1%
ASML Holding N.V.COM$175,598,903
Class
COM
Share
1.1%
Amazon.com, Inc..COM$174,904,050
Class
COM
Share
1.1%
Moog Inc..COM$172,216,289
Class
COM
Share
1.1%
Mongodb Inc..COM$171,721,149
Class
COM
Share
1.1%
Modine Manufacturing Co.COM$168,027,141
Class
COM
Share
1.0%
Howmet Aerospace Inc.COM$167,350,027
Class
COM
Share
1.0%
Nvent Electric PLCCOM$166,875,046
Class
COM
Share
1.0%
Meta Platforms Inc.COM$164,595,032
Class
COM
Share
1.0%
Welltower Inc..COM$163,781,677
Class
COM
Share
1.0%
Enpro Inc.COM$163,252,745
Class
COM
Share
1.0%
Novanta Inc.COM$157,983,958
Class
COM
Share
1.0%
Curtiss-wright Corp..COM$150,611,180
Class
COM
Share
0.9%
Parker-hannifin Corp..COM$149,517,695
Class
COM
Share
0.9%
Eli Lilly & Co.COM$147,601,663
Class
COM
Share
0.9%
ARM Holdings PLCCOM$145,036,504
Class
COM
Share
0.9%
TG Therapeutics Inc.COM$142,850,758
Class
COM
Share
0.9%
Tko Group Holdings Inc..COM$142,264,050
Class
COM
Share
0.9%
The TJX Companies Inc..COM$140,056,199
Class
COM
Share
0.9%
Repligen CorporationCOM$138,108,115
Class
COM
Share
0.8%
O'reilly Automotive Inc..COM$135,385,956
Class
COM
Share
0.8%
Interactive Brokers Group Inc.COM$132,974,371
Class
COM
Share
0.8%
Boot Barn Holdings Inc.COM$131,024,873
Class
COM
Share
0.8%
Commvault Systems Inc..COM$130,826,144
Class
COM
Share
0.8%
Williams Companies Inc.. (the)COM$129,938,601
Class
COM
Share
0.8%
Vericel CorporationCOM$129,745,965
Class
COM
Share
0.8%
Universal Technical Institute, Inc..COM$128,335,448
Class
COM
Share
0.8%
Ecolab Inc..COM$126,757,453
Class
COM
Share
0.8%
Credo Technology Group Holding LtdCOM$124,655,081
Class
COM
Share
0.8%
Livanova PLCCOM$123,529,524
Class
COM
Share
0.8%
Mirion Technologies Inc.COM$119,869,832
Class
COM
Share
0.7%
Intuitive Surgical Inc..COM$119,681,627
Class
COM
Share
0.7%
Interdigital, Inc..COM$119,320,350
Class
COM
Share
0.7%
Quanta Services, Inc..COM$117,608,305
Class
COM
Share
0.7%
Kulicke And Soffa Industries, Inc..COM$117,441,548
Class
COM
Share
0.7%
Brinker International, Inc..COM$115,138,464
Class
COM
Share
0.7%

The share class is shown on a wider screen.

The 50 largest of 376 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
897378
File number
028-03434
Options
0 call, 0 put
In the 25 largest
34.7%
Prior quarter
$13,953,326,541 at 31 March 2026
Positions opened
32
Positions closed
73

Common questions

What are Congress Asset Management’s 13F holdings worth?

$16,250,386,561 across 376 positions for the quarter ended 30 June 2026.

What is Congress Asset Management’s largest 13F holding?

NVIDIA Corp. (COM) was the largest position at $525,825,910, or 3.2% of reported 13F value, as of 30 June 2026.

How concentrated is Congress Asset Management’s 13F portfolio?

The ten largest positions accounted for 18.6% of reported value and the twenty-five largest for 34.7%, across 376 positions as of 30 June 2026.

Does Form 13F show everything Congress Asset Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Congress Asset Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Congress Asset Management profile

Sources

  1. Form 13F-HR, accession 0000897378-26-000010, filed 7 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0000897378-26-000005, filed 14 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Congress Asset Management Company, LLP, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.