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Latest CONGRESS ASSET MANAGEMENT CO /MA Stock Portfolio

$13.95Billion– No. of Holdings #417

CONGRESS ASSET MANAGEMENT CO /MA Performance:
2026 Q1: -2.43%YTD: -2.43%2025: 9.38%
Performance for 2026 Q1 is -2.43%, and YTD is -2.43%, and 2025 is 9.38%.

About CONGRESS ASSET MANAGEMENT CO /MA and 13F Hedge Fund Stock Holdings

CONGRESS ASSET MANAGEMENT CO is a hedge fund based in Boston, MA. On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, CONGRESS ASSET MANAGEMENT CO reported an equity portfolio of $14 Billions as of 31 Mar, 2026.

The top stock holdings of CONGRESS ASSET MANAGEMENT CO are NVDA, AAPL, GOOG. The fund has invested 3.1% of it's portfolio in NVIDIA CORP. and 3% of portfolio in APPLE INC.

The fund managers got completely rid off CYBERARK SOFTWARE LTD. (CYBR), BROWN & BROWN INC (BRO) and PINTEREST INC (PINS) stocks. They significantly reduced their stock positions in BOX INC. (BOX), PALO ALTO NETWORKS INC (PANW) and SPROUTS FARMERS MARKETS INC (SFM). CONGRESS ASSET MANAGEMENT CO opened new stock positions in HILTON WORLDWIDE HOLDINGS INC (HLT), LIVANOVA PLC (LIVN) and IMAX CORPORATION (IMAX). The fund showed a lot of confidence in some stocks as they added substantially to TERADYNE INC. (TER), MARRIOTT INTERNATIONAL, INC. (MAR) and LAM RESEARCH CORPORATION (LRCX).
CONGRESS ASSET MANAGEMENT CO /MA Equity Portfolio Value
Last Reported on: 14 Apr, 2026

CONGRESS ASSET MANAGEMENT CO /MA Annual Return Estimates Vs S&P 500

Our best estimate is that CONGRESS ASSET MANAGEMENT CO made a return of -2.43% in the last quarter. In trailing 12 months, it's portfolio return was 13.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
hilton worldwide holdings inc107,230,000
livanova plc81,027,600
imax corporation57,409,400
jfrog ltd47,533,400
qnity electronics inc.39,310,500
carpenter technology corporation32,690,000
expedia group inc29,075,700
rubrik inc.26,724,200
New stocks bought by CONGRESS ASSET MANAGEMENT CO /MA

Additions

Ticker% Inc.
teradyne inc.2,709
marriott international, inc.1,318
lam research corporation1,116
interactive brokers group inc837
eli lilly & co.653
asml holding n.v.538
highwoods properties, inc.233
mongodb inc.199
Additions to existing portfolio by CONGRESS ASSET MANAGEMENT CO /MA

Reductions

Ticker% Reduced
box inc.-99.31
palo alto networks inc-98.98
sprouts farmers markets inc-97.21
oracle corp.-93.31
ishares trust core s&p500 etf-92.43
synopsys inc-92.25
knife river corp.-87.99
ishares trust rus 2000 grw etf-87.95
CONGRESS ASSET MANAGEMENT CO /MA reduced stake in above stock

Sold off

Ticker$ Sold
pinterest inc-33,874,300
clearwater analytics holdings inc-20,248,700
brown & brown inc-46,274,600
dynavax technologies corp.-3,583,680
potlatchdeltic corp.-6,273,290
trimble inc-10,689,100
cyberark software ltd.-59,705,800
healthequity inc-9,327,360
CONGRESS ASSET MANAGEMENT CO /MA got rid off the above stocks

Sector Distribution

CONGRESS ASSET MANAGEMENT CO has about 23.1% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Others
  • Financial Services
  • Communication Services
  • Basic Materials
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Technology23.1
Industrials18.2
Healthcare12.9
Consumer Cyclical12.2
Others9.2
Financial Services8.2
Communication Services5.1
Basic Materials3.6
Consumer Defensive3.5
Energy1.8
Real Estate1.7

Market Cap. Distribution

CONGRESS ASSET MANAGEMENT CO has about 64.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP42.8
MID-CAP22.6
MEGA-CAP21.3
UNALLOCATED9.2
SMALL-CAP3.9

Stocks belong to which Index?

About 74.2% of the stocks held by CONGRESS ASSET MANAGEMENT CO either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • RUSSELL 2000
  • Others
Index%
S&P 50046.3
RUSSELL 200027.9
Others25.8
Top 5 Winners (%)%
TNGX
tango therapeutics inc.
94.7 %
POWL
powell industries inc.
62.1 %
SM
sm energy co.
60.4 %
DOCN
digitalocean holdings inc
57.9 %
MOD
modine manufacturing co.
56.2 %
Top 5 Winners ($)$
MOD
modine manufacturing co.
50.7 M
STRL
sterling infrastructure inc
48.8 M
ge vernova inc.
42.8 M
CW
curtiss-wright corp.
32.3 M
FIX
comfort systems usa inc.
30.6 M
Top 5 Losers (%)%
ATEC
alphatec holdings inc.
-46.4 %
ACVA
acv auctions inc
-45.4 %
INSP
inspire medical systems inc
-41.7 %
EVH
evolent health, inc.
-41.2 %
SPSC
sps commerce inc
-37.1 %
Top 5 Losers ($)$
MSFT
microsoft corp.
-72.7 M
BSX
boston scientific corporation
-53.5 M
NOW
servicenow inc
-40.5 M
RGEN
repligen corporation
-35.5 M
MDB
mongodb inc.
-35.2 M

CONGRESS ASSET MANAGEMENT CO /MA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CONGRESS ASSET MANAGEMENT CO /MA

CONGRESS ASSET MANAGEMENT CO has 417 stocks in it's portfolio. About 18.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MOD was the most profitable stock for CONGRESS ASSET MANAGEMENT CO last quarter.

Last Reported on: 14 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions