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 VMI
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,914,949 | 89,884 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $34,336,402 | 85,346 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $29,013,060 | 74,828 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $21,574,520 | 66,064 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $17,705,781 | 62,045 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $17,232,707 | 56,193 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,877,876 | 47,863 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $11,292,245 | 41,145 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $33,110,416 | 145,043 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $30,613,628 | 131,102 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $28,931,613 | 120,443 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $27,368,886 | 94,035 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $26,246,731 | 82,206 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $24,654,755 | 74,560 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $20,547,012 | 76,491 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,231,539 | 72,259 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $16,939,645 | 70,996 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $15,199,087 | 60,675 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $11,885,316 | 50,550 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,233,803 | 39,118 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,096,106 | 38,272 | Shares | Sole | 2021-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||