CONGRESS ASSET MANAGEMENT CO

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
406
Total value ($000)
$15,430,329
Net value change ($000)
-820,058 (-5.0%)
New positions
51
Sold out positions
21
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HALO 155,688 161.8%
MSFT 106,821 35.1%
CRWD 93,022 NEW
VCYT 89,971 NEW
YOU 78,843 NEW
MDT 76,201 NEW
TSLA 72,543 11024.8%
LITE 69,072 NEW
AAPL 65,097 14.0%
BELFA 63,101 NEW
Top Reduces (Value $000, Stocks/ETFs)
MOD -167,001 -99.4%
STRL -160,318 -82.9%
UTI -128,335 -100.0%
KLIC -117,442 -100.0%
TKO -113,314 -79.7%
ORLY -112,212 -82.9%
ISRG -106,222 -88.8%
CRDO -99,617 -79.9%
UBER -96,532 -99.7%
VIK -85,607 -98.8%
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