CONGRESS ASSET MANAGEMENT CO

CIK
897378
City
BOSTON
State / Country
MA

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

38 quarters · across all stocks

Holdings in NVMI

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2026-03-31 $104,100,390 239,708
2025-12-31 $95,651,797 291,275
2025-09-30 $91,447,054 286,076
2025-06-30 $76,681,177 278,638
2025-03-31 $50,668,446 274,879
2024-12-31 $49,609,538 251,889
2024-09-30 $48,723,434 233,865
2024-06-30 $53,369,881 227,561
2024-03-31 $37,318,800 210,389
2023-12-31 $719,511 5,237