CONGRESS ASSET MANAGEMENT CO Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$14.6T
Holdings
382
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (382 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corp. | 2,649,792 | $418.6B | 2.87% | |
| 2 | MSFTMicrosoft Corp. | 662,102 | $329.3B | 2.26% | |
| 3 | AAPLApple Inc. | 1,421,677 | $291.7B | 2.00% | |
| 4 | METAMeta Platforms Inc | 341,294 | $251.9B | 1.73% | |
| 5 | OLLIOllies Bargain Outlet Holdings Inc. | 1,714,761 | $226.0B | 1.55% | |
| 6 | COSTCostco Wholesale Corporation | 224,364 | $222.1B | 1.52% | |
| 7 | HWMHowmet Aerospace Inc | 1,149,372 | $213.9B | 1.47% | |
| 8 | VVisa Inc | 582,011 | $206.6B | 1.42% | |
| 9 | AVGOBroadcom Inc | 737,729 | $203.4B | 1.39% | |
| 10 | AMZNAmazon.com, Inc. | 918,286 | $201.5B | 1.38% | |
| 11 | GOOGLAlphabet Inc. | 1,092,460 | $192.5B | 1.32% | |
| 12 | ETNEaton Corporation PLC | 524,528 | $187.3B | 1.28% | |
| 13 | NFLXNetflix, Inc. | 139,607 | $187.0B | 1.28% | |
| 14 | ANETArista Networks Inc | 1,818,720 | $186.1B | 1.28% | |
| 15 | GSGoldman Sachs Group, Inc. | 262,742 | $186.0B | 1.28% | |
| 16 | BSXBoston Scientific Corporation | 1,701,570 | $182.8B | 1.25% | |
| 17 | NOWServicenow Inc | 176,034 | $181.0B | 1.24% | |
| 18 | CITCintas Corporation | 780,515 | $174.0B | 1.19% | |
| 19 | DTDynatrace Inc | 3,118,815 | $172.2B | 1.18% | |
| 20 | ISRGIntuitive Surgical Inc. | 315,555 | $171.5B | 1.18% | |
| 21 | CWCurtiss-Wright Corp. | 325,778 | $159.2B | 1.09% | |
| 22 | TJXThe TJX Companies Inc. | 1,221,560 | $150.9B | 1.03% | |
| 23 | HDHome Depot Inc. | 393,574 | $144.3B | 0.99% | |
| 24 | ORLYO'Reilly Automotive Inc. | 1,580,484 | $142.4B | 0.98% | |
| 25 | SNPSSynopsys Inc | 273,864 | $140.4B | 0.96% | |
| 26 | UBERUber Technologies Inc | 1,480,594 | $138.1B | 0.95% | |
| 27 | MLMMartin Marietta Materials Inc | 246,286 | $135.2B | 0.93% | |
| 28 | ECLEcolab Inc. | 497,048 | $133.9B | 0.92% | |
| 29 | PHParker-Hannifin Corp. | 191,151 | $133.5B | 0.92% | |
| 30 | DELLDell Technologies Inc | 1,076,655 | $132.0B | 0.91% | |
| 31 | AJGGallagher Aj &Co | 401,712 | $128.6B | 0.88% | |
| 32 | EMEEmcor Group Inc | 238,100 | $127.4B | 0.87% | |
| 33 | STRLSterling Infrastructure Inc | 547,688 | $126.4B | 0.87% | |
| 34 | CASYCasey'S General Stores Inc. | 238,024 | $121.5B | 0.83% | |
| 35 | CYBRCyberark Software Ltd. | 294,451 | $119.8B | 0.82% | |
| 36 | WMBWilliams Companies Inc. (The) | 1,890,509 | $118.7B | 0.81% | |
| 37 | ELFE L F Beauty Inc | 951,309 | $118.4B | 0.81% | |
| 38 | PENPenumbra Inc. | 454,699 | $116.7B | 0.80% | |
| 39 | PANWPalo Alto Networks Inc | 560,896 | $114.8B | 0.79% | |
| 40 | RJFRaymond James Financial Inc. | 740,953 | $113.6B | 0.78% | |
| 41 | CRCrane Co. | 595,071 | $113.0B | 0.78% | |
| 42 | MCOMoodys Corp. | 224,420 | $112.6B | 0.77% | |
| 43 | CMGChipotle Mexican Grill Inc | 1,906,169 | $107.0B | 0.73% | |
| 44 | TTDThe Trade Desk Inc | 1,455,744 | $104.8B | 0.72% | |
| 45 | NVTNVent Electric PLC | 1,384,247 | $101.4B | 0.70% | |
| 46 | HEIHeico Corp | 308,457 | $101.2B | 0.69% | |
| 47 | BMIBadger Meter Inc | 407,059 | $99.7B | 0.68% | |
| 48 | CVLTCommvault Systems Inc. | 570,888 | $99.5B | 0.68% | |
| 49 | GWREGuidewire Software Inc | 416,383 | $98.0B | 0.67% | |
| 50 | SFMSprouts Farmers Markets Inc | 592,945 | $97.6B | 0.67% | |
| 51 | JPXAeroVironment, Inc. | 342,254 | $97.5B | 0.67% | |
| 52 | HALOHalozyme Therapeutics Inc | 1,835,411 | $95.5B | 0.65% | |
| 53 | SHOPShopify Inc | 813,858 | $93.9B | 0.64% | |
| 54 | BROBrown & Brown Inc | 840,488 | $93.2B | 0.64% | |
| 55 | EHCEncompass Health Corporation | 755,862 | $92.7B | 0.64% | |
| 56 | DC4DexCom Inc | 1,052,110 | $91.8B | 0.63% | |
| 57 | MPWRMonolithic Power Systems Inc. | 125,169 | $91.5B | 0.63% | |
| 58 | DSGDescartes Systems Group Inc. | 880,804 | $89.5B | 0.61% | |
| 59 | FICOFair Isaac Corporation | 48,778 | $89.2B | 0.61% | |
| 60 | WELLWelltower OP LLC | 578,845 | $89.0B | 0.61% | |
| 61 | GRMNGarmin Ltd | 422,509 | $88.2B | 0.60% | |
| 62 | MSIMotorola Solutions Inc | 207,302 | $87.2B | 0.60% | |
| 63 | LRNStride Inc | 586,715 | $85.2B | 0.58% | |
| 64 | NETCloudflare Inc | 430,400 | $84.3B | 0.58% | |
| 65 | VRTXVertex Pharmaceuticals Incorporated | 188,004 | $83.7B | 0.57% | |
| 66 | PJTPJT Partners Inc. | 504,146 | $83.2B | 0.57% | |
| 67 | PINSPinterest Inc | 2,301,060 | $82.5B | 0.57% | |
| 68 | TKOTKO Group Holdings Inc. | 450,979 | $82.1B | 0.56% | |
| 69 | RMBS*Rambus Inc. | 1,276,926 | $81.7B | 0.56% | |
| 70 | PBVPrestige Consumer Healthcare Inc | 1,009,595 | $80.6B | 0.55% | |
| 71 | PSTGPure Storage Inc | 1,396,861 | $80.4B | 0.55% | |
| 72 | ATRAptargroup Inc. | 512,531 | $80.2B | 0.55% | |
| 73 | UFPTUFP Technologies Inc. | 327,433 | $79.9B | 0.55% | |
| 74 | HLIHoulihan Lokey Inc. | 438,060 | $78.8B | 0.54% | |
| 75 | TXRHTexas Roadhouse Inc | 415,455 | $77.9B | 0.53% | |
| 76 | USFDUS Foods Holding Corp | 1,003,058 | $77.2B | 0.53% | |
| 77 | IDIInterDigital, Inc. | 343,752 | $77.1B | 0.53% | |
| 78 | NVMINova Ltd | 278,638 | $76.7B | 0.53% | |
| 79 | CALXCalix Inc. | 1,417,944 | $75.4B | 0.52% | |
| 80 | VCELVericel Corporation | 1,742,324 | $74.1B | 0.51% | |
| 81 | GDDYGodaddy Inc | 409,838 | $73.8B | 0.51% | |
| 82 | FASTFastenal Co. | 1,755,545 | $73.7B | 0.51% | |
| 83 | DECKDeckers Outdoor Corp. | 715,228 | $73.7B | 0.51% | |
| 84 | LGNDLigand Pharmaceuticals Incorporated | 647,941 | $73.7B | 0.51% | |
| 85 | COOThe Cooper Companies, Inc. | 992,933 | $70.7B | 0.48% | |
| 86 | BOOTBoot Barn Holdings Inc | 459,153 | $69.8B | 0.48% | |
| 87 | BAHBooz Allen Hamilton Holding Corp. | 658,811 | $68.6B | 0.47% | |
| 88 | SSFSensient Technologies Corp | 686,737 | $67.7B | 0.46% | |
| 89 | TMOThermo Fisher Scientific Inc | 162,498 | $65.9B | 0.45% | |
| 90 | NPOEnpro Inc | 341,565 | $65.4B | 0.45% | |
| 91 | ITGRInteger Holdings Corp. | 530,807 | $65.3B | 0.45% | |
| 92 | BOXBox Inc. | 1,886,750 | $64.5B | 0.44% | |
| 93 | MOG/AMoog Inc. | 356,045 | $64.4B | 0.44% | |
| 94 | MKTXMarketAxess Holdings Inc. | 286,276 | $63.9B | 0.44% | |
| 95 | CAVACAVA Group Inc. | 751,994 | $63.3B | 0.43% | |
| 96 | UTIUniversal Technical Institute, Inc. | 1,866,779 | $63.3B | 0.43% | |
| 97 | PRIMPrimoris Services Corp. | 796,305 | $62.1B | 0.43% | |
| 98 | ABCBAmeris Bancorp | 943,041 | $61.0B | 0.42% | |
| 99 | KNFKnife River Corp. | 744,667 | $60.8B | 0.42% | |
| 100 | CXTCrane NXT Co | 1,118,445 | $60.3B | 0.41% |
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