CONGRESS ASSET MANAGEMENT CO
Top Portfolio Positions
382 positions ·
$13,785,130,779 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,510,028 | $437,748,883 | 3.18% | |
| AAPL |
Apple Inc.
Technology
|
1,631,485 | $414,054,578 | 3.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,054,554 | $303,247,548 | 2.20% | |
| MSFT |
Microsoft Corp
Technology
|
638,107 | $236,208,068 | 1.71% | |
| AVGO |
Broadcom Inc.
Technology
|
757,731 | $234,525,321 | 1.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
216,024 | $215,252,794 | 1.56% | |
| ANET |
Arista Networks, Inc.
Technology
|
1,732,854 | $212,759,814 | 1.54% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
497,098 | $202,453,102 | 1.47% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
1,203,988 | $192,276,883 | 1.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
903,120 | $188,092,802 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LCII
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,949,550 | 64,641 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,686,683 | 55,107 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,025,349 | 53,949 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,949,975 | 54,282 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,010,088 | 57,304 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,951,645 | 57,565 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,299,661 | 52,262 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,457,223 | 52,788 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,793,650 | 55,206 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,002,047 | 55,700 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $6,647,733 | 56,615 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,144,141 | 56,538 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,137,557 | 55,862 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,802,407 | 51,946 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $5,221,334 | 51,462 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,688,314 | 50,843 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,160,083 | 49,707 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,385,899 | 47,385 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,516,899 | 48,406 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,270,179 | 47,711 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,158,787 | 38,999 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,527,647 | 34,914 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,856,945 | 36,287 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,271,162 | 37,147 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,425,394 | 36,292 | Shares | Sole | 2020-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||