CONGRESS ASSET MANAGEMENT CO

Q2 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
7/16/2025
Form type
13F-HR
Num holdings
382
Total value ($000)
$14,579,177
Net value change ($000)
+1,210,329 (9.1%)
New positions
40
Sold out positions
23
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/11/2025 Next filing: 10/10/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 129,206 44.6%
AVGO 104,303 105.3%
EHC 92,691 NEW
WELL 88,986 NEW
MSI 87,162 NEW
NET 84,285 NEW
HEI 83,488 472.1%
PINS 82,516 NEW
TKO 82,056 NEW
MSFT 81,785 33.0%
Top Reduces (Value $000, Stocks/ETFs)
LLY -150,193 -91.7%
BKR -110,283 -93.2%
RMD -108,345 -98.8%
CPRT -105,564 -87.3%
TDY -103,898 -98.6%
CRM -81,020 -98.6%
SAIA -77,214 -99.5%
SPSC -71,511 -77.3%
LRN -62,788 -42.4%
WST -56,698 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type