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 RLAY
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,158,433 | 618,938 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,503,852 | 414,167 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,134,155 | 408,842 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $542,182 | 156,700 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $409,249 | 156,202 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $648,838 | 157,485 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,036,681 | 146,424 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $962,417 | 147,610 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,237,380 | 149,082 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,618,183 | 146,974 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $1,231,509 | 146,434 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,836,611 | 146,227 | Shares | Sole | 2023-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||