CONGRESS ASSET MANAGEMENT CO

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
376
Total value ($000)
$16,250,387
Net value change ($000)
+2,297,060 (16.5%)
New positions
32
Sold out positions
73
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ARM 145,037 NEW
KLIC 117,442 NEW
LGND 107,840 107.0%
MIR 99,160 478.8%
MDB 97,826 132.4%
APH 93,038 76.1%
CRDO 91,068 271.1%
AROC 90,100 NEW
NVDA 88,077 20.1%
VCEL 81,268 167.6%
Top Reduces (Value $000, Stocks/ETFs)
PRIM -116,431 -99.5%
MLM -104,939 -74.9%
BSX -101,813 -99.6%
PEN -100,355 -96.3%
TMO -94,199 -95.7%
NOW -83,381 -97.8%
CALX -80,222 -99.6%
DT -66,891 -100.0%
TJX -52,221 -27.2%
YETI -50,958 -99.4%
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