13F value (AUM)
$16.3B
Congress Asset Management
CONGRESS ASSET MANAGEMENT CO
$16.3B
13F long value · 2026-Q2Positions376
CategoryAsset Manager
Quarters tracked9
● #387 of 581 by 13F value
Size rank 4/10
17 NEW25 ADD18 2×+34 TRIM15 NEAR EXIT11 EXIT
Snapshot
Congress Asset Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
376 (21 unmapped)
Top 100 weight
80.8%
Quarters tracked
9
Latest 13F filed
Jul 7, 2026
New positions
17
Exits / near-exits
26
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 80.8% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 3.2% | $525.8M | 2.6M | +18.1% |
| AAPL | Apple Inc. | 2.9% | $465.8M | 1.6M | +14.9% |
| GOOGL | Alphabet Inc. | 2.2% | $364.6M | 1.0M | -3.9% |
| MSFT | Microsoft Corp. | 1.9% | $304.1M | 815.3K | +39.4% |
| AVGO | Broadcom Inc | 1.7% | $278.9M | 738.3K | -7.6% |
| V | Visa Inc | 1.4% | $227.6M | 663.5K | +4.1% |
| GEV | GE Vernova Inc. | 1.4% | $226.4M | 192.7K | -4.7% |
| APH | Amphenol Corporation | 1.3% | $215.3M | 1.2M | -15.7% |
| LGND | Ligand Pharmaceuticals Incorporated | 1.3% | $208.6M | 659.9K | -23.5% |
| ANET | Arista Networks Inc | 1.2% | $199.9M | 1.2M | +1.5% |
| COST | Costco Wholesale Corporation | 1.2% | $195.4M | 208.9K | -2.2% |
| STRL | Sterling Infrastructure Inc | 1.2% | $193.4M | 230.4K | -39.8% |
| GS | Goldman Sachs Group, Inc. | 1.1% | $184.2M | 182.1K | -10.2% |
| UFPT | UFP Technologies Inc. | 1.1% | $182.3M | 687.4K | -25.6% |
| — | Eaton Corporation PLC | 1.1% | $176.0M | 413.1K | — |
Quarterly changes — 2026-Q2
What Congress Asset Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | ARM | Arm Holdings PLC | — | 409.0K | — | +$145.0M |
| NEW | KLIC | Kulicke and Soffa Industries, Inc. | — | 878.0K | — | +$117.4M |
| NEAR EXIT | PRIM | Primoris Services Corp. | 818.1K | 5.9K | -99.3% | -$116.4M |
| ADD | LGND | Ligand Pharmaceuticals Incorporated | 504.6K | 659.9K | +30.8% | +$107.8M |
| TRIM | MLM | Martin Marietta Materials Inc | 238.0K | 61.0K | -74.4% | -$104.9M |
| NEAR EXIT | BSX | Boston Scientific Corporation | 1.6M | 10.2K | -99.4% | -$101.8M |
| NEAR EXIT | PEN | Penumbra Inc. | 317.3K | 12.2K | -96.2% | -$100.4M |
| 2×+ | MIR | Mirion Technologies Inc | 1.1M | 6.7M | +500.1% | +$99.2M |
| ADD | MDB | MongoDB Inc. | 301.9K | 511.2K | +69.3% | +$97.8M |
| NEAR EXIT | TMO | Thermo Fisher Scientific Inc | 200.3K | 8.5K | -95.8% | -$94.2M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.