CONGRESS ASSET MANAGEMENT CO
Top Portfolio Positions
382 positions ·
$13,800,555,798 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,510,028 | $437,748,883 | 3.17% | |
| 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 TALO
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,651,807 | 422,069 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,984,611 | 361,580 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,685,513 | 384,308 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,259,601 | 384,387 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,735,940 | 384,356 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,745,011 | 385,686 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,684,010 | 355,943 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,359,177 | 358,780 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,229,071 | 375,382 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,287,611 | 371,582 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $6,316,527 | 384,217 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,321,891 | 383,698 | Shares | Sole | 2023-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||