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CONGRESS ASSET MANAGEMENT CO

FundBoston · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$16.3B
Reported value of US stock holdings on Jun 30, the filing's own figure
376 positions · filed Jul 7, 7 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 7 · against the report before it

New positions

32, biggest 4
ARM Arm Holdings PLC 409K shares0.9% of this fund's holdings
KLIC Kulicke and Soffa Industries, Inc. 878K shares0.7% of this fund's holdings
AROC Archrock Inc 2.2M shares0.6% of this fund's holdings
COCO The Vita Coco Company Inc 1.2M shares0.5% of this fund's holdings

Sold out

73, biggest 4
DT Dynatrace Inc All 1.8M shares
HLI Houlihan Lokey Inc. All 233K shares
GWRE Guidewire Software Inc All 203K shares
PBH Prestige Consumer Healthcare Inc All 450K shares

Added to

101, biggest 4
NVDA NVIDIA Corp. +118K shares+5%
MSFT Microsoft Corp. +177K shares+28%
V Visa Inc +101K shares+18%
APH Amphenol Corporation +254K shares+26%

Trimmed

159, biggest 4
GOOGL Alphabet Inc. −34,363 shares−3%
AVGO Broadcom Inc −19,425 shares−3%
GEV GE Vernova Inc. −6,153 shares−3%
ANET Arista Networks Inc −556K shares−32%

Top holdings

Reference, not news
Top holdings · 376 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 NVDA NVIDIA Corp. 2.6M 3.2% +5%
2 AAPL Apple Inc. 1.6M 2.9% −1%
3 GOOGL Alphabet Inc. 1.0M 2.2% −3%
4 MSFT Microsoft Corp. 815K 1.9% +28%
5 AVGO Broadcom Inc 738K 1.7% −3%
6 V Visa Inc 664K 1.4% +18%
7 GEV GE Vernova Inc. 193K 1.4% −3%
8 APH Amphenol Corporation 1.2M 1.3% +26%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.