CONGRESS ASSET MANAGEMENT CO
Top Portfolio Positions
380 positions ·
$13,586,040,913 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,510,028 | $437,748,883 | 3.22% |
| AAPL |
Apple Inc.
Technology
|
1,631,485 | $414,054,578 | 3.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,054,554 | $303,247,548 | 2.23% |
| MSFT |
Microsoft Corp
Technology
|
638,107 | $236,208,068 | 1.74% |
| AVGO |
Broadcom Inc.
Technology
|
757,731 | $234,525,321 | 1.73% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
216,024 | $215,252,794 | 1.58% |
| ANET |
Arista Networks, Inc.
Technology
|
1,732,854 | $212,759,814 | 1.57% |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
497,098 | $202,453,102 | 1.49% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
1,203,988 | $192,276,883 | 1.42% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
903,120 | $188,092,802 | 1.38% |
Portfolio Trend
Holdings in ALKT
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,339,474 | 340,745 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,726,496 | 291,569 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,846,906 | 315,898 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,484,063 | 181,953 | Shares | Sole | 2025-07-16 | |
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