Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CONGRESS ASSET MANAGEMENT CO (CIK 897378) reported $16.25B across 370 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($525.8M, 3.24%), AAPL ($465.8M, 2.87%), GOOGL ($364.6M, 2.24%), MSFT ($304.1M, 1.87%), AVGO ($278.9M, 1.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $525.8M | 3.24% | 2.6M | Added |
| 2 | AAPL | Apple Inc. | $465.8M | 2.87% | 1.6M | Trimmed |
| 3 | GOOGL | Alphabet Inc. | $364.6M | 2.24% | 1.0M | Trimmed |
| 4 | MSFT | Microsoft Corp. | $304.1M | 1.87% | 815,323 | Added |
| 5 | AVGO | Broadcom Inc | $278.9M | 1.72% | 738,306 | Trimmed |
| 6 | V | Visa Inc | $227.6M | 1.40% | 663,519 | Added |
| 7 | GEV | GE Vernova Inc. | $226.4M | 1.39% | 192,672 | Trimmed |
| 8 | APH | Amphenol Corporation | $215.3M | 1.32% | 1.2M | Added |
| 9 | LGND | Ligand Pharmaceuticals Incorporated | $208.6M | 1.28% | 659,911 | Added |
| 10 | ANET | Arista Networks Inc | $199.9M | 1.23% | 1.2M | Trimmed |
| 11 | COST | Costco Wholesale Corporation | $195.4M | 1.20% | 208,851 | Trimmed |
| 12 | STRL | Sterling Infrastructure Inc | $193.4M | 1.19% | 230,412 | Trimmed |
| 13 | GS | Goldman Sachs Group, Inc. | $184.2M | 1.13% | 182,093 | Trimmed |
| 14 | UFPT | UFP Technologies Inc. | $182.3M | 1.12% | 687,439 | Added |
| 15 | ASML | ASML Holding N.V. | $175.6M | 1.08% | 88,265 | Added |
| 16 | ETN | Eaton Corporation PLC | $176.0M | 1.08% | 413,077 | Trimmed |
| 17 | AMZN | Amazon.com, Inc. | $174.9M | 1.08% | 733,843 | Trimmed |
| 18 | MOG/A | Moog Inc. | $172.2M | 1.06% | 406,324 | Added |
| 19 | MDB | MongoDB Inc. | $171.7M | 1.06% | 511,227 | Added |
| 20 | NVT | NVent Electric PLC | $166.9M | 1.03% | 983,875 | Trimmed |
| 21 | MOD | Modine Manufacturing Co. | $168.0M | 1.03% | 629,268 | Trimmed |
| 22 | HWM | Howmet Aerospace Inc | $167.4M | 1.03% | 622,443 | Trimmed |
| 23 | WELL | Welltower Inc. | $163.8M | 1.01% | 721,601 | Trimmed |
| 24 | META | Meta Platforms Inc | $164.6M | 1.01% | 292,203 | Trimmed |
| 25 | NPO | Enpro Inc | $163.3M | 1.00% | 433,112 | Added |
Source: SEC Form 13F filings · as of 2026-06-30