Q3 2026 13F · SEC CIK 897378

Congress Asset Management Co

Asset managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $15.4B
Reported positions: 404
Top holdings a year, 3 yrs: +14.2%
Average holding period: 5.0 yrs

Congress Asset Management Co is an asset manager that reported 404 positions worth $15.4B in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Nvidia Corporation (NVDA, 3.8%), Apple Inc (AAPL, 3.4%), Alphabet Inc (GOOGL, 2.8%). A portfolio copying its top holdings returned 14.2% a year over the last 3 years, against 20.4% for the S&P 500.

Congress Asset Management Co holdings largest 50 of 404 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Congress Asset Management Co 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	3.8%	3.2%	2,571,429	-2.2%	$587.3M
AAPLApple Inc	3.4%	2.9%	1,594,177	-1.0%	$530.9M
GOOGLAlphabet Inc	2.8%	2.2%	1,235,195	+21.1%	$425.0M
MSFTMicrosoft Corp	2.7%	1.9%	801,234	-1.7%	$411.0M
AVGOBroadcom Inc	1.9%	1.7%	821,013	+11.2%	$288.3M
HALOHalozyme Therapeutics Inc	1.6%	—	2,281,615	—	$251.9M
ANETArista Networks Inc	1.4%	1.2%	1,049,467	-10.8%	$213.7M
LGNDLigand Pharmaceuticals Inc	1.3%	1.3%	658,556	-0.2%	$205.7M
METAMeta Platforms Inc	1.3%	1.0%	280,895	-3.9%	$203.7M
RGENRepligen Corp	1.3%	0.8%	1,020,907	+0.9%	$196.2M
VVisa Inc	1.2%	1.4%	522,219	-21.3%	$187.6M
AMZNAmazon Com Inc	1.2%	1.1%	741,049	+1.0%	$184.6M
COSTCostco Wholesale Corporation	1.2%	1.2%	201,044	-3.7%	$183.0M
APHAmphenol Corp	1.2%	1.3%	2,147,483	+75.9%	$181.0M
MDBMongodb Inc	1.1%	1.1%	502,346	-1.7%	$175.1M
UFPTUFP Technologies Inc	1.1%	1.1%	578,770	-15.8%	$171.8M
ETNEaton Corp PLC	1.1%	1.1%	393,986	-4.6%	$169.3M
ASMLAsml Hldg NV	1.1%	1.1%	89,548	+1.5%	$162.2M
WELLWelltower Inc	1.0%	1.0%	696,783	-3.4%	$160.4M
MOG-AMoog Inc	1.0%	1.1%	403,781	-0.6%	$154.0M
GEVGe Vernova Inc	1.0%	1.4%	158,328	-17.8%	$150.5M
IDCCInterdigital Inc	1.0%	0.7%	458,053	+8.7%	$149.4M
TGTXTG Therapeutics Inc	0.9%	0.9%	2,606,516	+0.2%	$145.4M
LLYEli Lilly & Co	0.9%	0.9%	124,514	+1.2%	$144.1M
PHParker-Hannifin Corp	0.9%	0.9%	146,145	-4.4%	$139.6M
NOVTNovanta Inc	0.9%	1.0%	979,842	+0.6%	$139.3M
IMAXImax Corp	0.9%	—	2,541,756	—	$139.3M
FROGJfrog Ltd	0.9%	—	1,420,301	—	$137.8M
HWMHowmet Aerospace Inc	0.9%	1.0%	596,554	-4.2%	$134.9M
NPOEnpro Inc	0.9%	1.0%	430,984	-0.5%	$132.0M
EATBrinker International	0.8%	0.7%	671,777	-2.0%	$130.0M
IBKRInteractive Brokers Group in	0.8%	0.8%	1,502,435	-1.7%	$128.3M
GSGoldman Sachs Group Inc	0.8%	1.1%	140,701	-22.7%	$126.7M
MUMicron Technology Inc	0.8%	—	118,460	—	$126.2M
TJXTjx Cos Inc New	0.8%	0.9%	943,136	+2.0%	$124.8M
SXTSensient Technologies Corp	0.8%	—	932,079	—	$121.8M
ECLEcolab Inc	0.8%	0.8%	434,723	-4.4%	$119.4M
CVLTCommvault Sys Inc	0.8%	0.8%	783,667	-15.1%	$117.5M
LIVNLivanova PLC	0.7%	0.8%	1,502,802	+0.0%	$115.0M
WMBWilliams Cos	0.7%	0.8%	1,678,477	-4.0%	$114.1M
ARMArm Holdings PLC	0.7%	0.9%	389,126	-4.9%	$112.7M
MMSIMerit Med Sys Inc	0.7%	—	1,260,675	—	$108.7M
SHOPShopify Inc	0.7%	—	730,843	—	$108.4M
SKYChampion Homes Inc	0.7%	—	1,222,557	—	$104.8M
HLTHilton Worldwide Hldgs Inc	0.7%	—	328,708	—	$104.6M
PJTPjt Partners Inc	0.7%	—	728,580	—	$104.0M
VCELVericel Corp	0.7%	0.8%	2,552,066	-12.5%	$102.4M
NVTNvent Elec PLC	0.7%	1.0%	626,243	-36.3%	$100.4M
MPWRMonolithic Pwr Sys Inc	0.7%	—	74,381	—	$100.2M
KEXKirby Corp	0.6%	—	761,099	—	$99.9M

What Congress Asset Management Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +20.1%
3 years: +14.2% /yr; S&P 500 +20.4%
5 years: +2.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$15.4B	404
Q2 2026	$16.3B	375
Q1 2026	$14.0B	417
Q4 2025	$14.2B	381
Q3 2025	$15.0B	392
Q2 2025	$14.6B	382
Q1 2025	$13.4B	365
Q4 2024	$14.8B	386
Q3 2024	$14.7B	357
Q2 2024	$14.0B	364
Q1 2024	$14.0B	357
Q4 2023	$12.7B	371

Questions about Congress Asset Management Co's portfolio

What stocks does Congress Asset Management Co own?

Congress Asset Management Co's latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 404 positions worth $15.4B. The largest are Nvidia Corporation (NVDA) at 3.8%, Apple Inc (AAPL) at 3.4%, Alphabet Inc (GOOGL) at 2.8%, Microsoft Corp (MSFT) at 2.7% and Broadcom Inc (AVGO) at 1.9%.

What did Congress Asset Management Co buy last quarter?

In Q3 2026, Congress Asset Management Co added Amphenol Corp (APH) (+75.9% shares), Alphabet Inc (GOOGL) (+21.1% shares) and Broadcom Inc (AVGO) (+11.2% shares), compared with its Q2 2026 filing.

What did Congress Asset Management Co sell last quarter?

In Q3 2026, Congress Asset Management Co cut from its top 50 Sterling Infrastructure Inc (STRL), cut from its top 50 Modine Manufacturing Co (MOD), cut from its top 50 Curtiss Wright Corp (CW), cut from its top 50 Tko Group Holdings Inc (TKO), cut from its top 50 Oreilly Automotive Inc (ORLY), Nvent Elec PLC (NVT) (-36.3% shares), Goldman Sachs Group Inc (GS) (-22.7% shares) and Visa Inc (V) (-21.3% shares), compared with its Q2 2026 filing.

How has Congress Asset Management Co's portfolio performed?

A portfolio copying Congress Asset Management Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.4% against +20.1%. Over 5 years: +2.4% a year against +11.6%.

When is Congress Asset Management Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Congress Asset Management Co's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.