CONGRESS ASSET MANAGEMENT CO

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
381
Total value ($000)
$14,207,841
Net value change ($000)
-819,734 (-5.5%)
New positions
16
Sold out positions
27
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GEV 125,265 NEW
IDXX 103,139 10481.6%
RGEN 93,071 318.5%
AAPL 86,646 24.1%
EAT 80,518 NEW
GOOGL 70,277 26.7%
KEX 58,385 NEW
TGTX 57,307 NEW
ALNY 52,890 97.6%
APG 49,665 NEW
Top Reduces (Value $000, Stocks/ETFs)
HD -127,083 -80.2%
AJG -121,999 -98.7%
CTAS -120,740 -76.0%
MSI -106,889 -93.6%
OLLI -102,630 -51.6%
CYBR -71,956 -54.7%
LRN -69,343 -100.0%
DSGX -66,744 -100.0%
VRTX -62,580 -99.3%
ITGR -59,754 -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