Arkolith/Funds/Congress Asset Management Co

Congress Asset Management Co

CIK 897378
Holdings as of Mar 31, 2026·disclosed Apr 14, 2026·~14-day 13F lag·13F-HR
Inactive

Congress Asset Management Co holds a diversified book of 417 stocks worth $14.0B as of Q1 2026 (disclosed Apr 14, 2026, a ~45-day 13F lag). This quarter they opened Hilton Worldwide Holdings In and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book.

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Use Arkolith to show CONGRESS ASSET MANAGEMENT CO's latest
holdings, largest changes, and filing provenance.
Opened
60
new positions
Added to
185
existing
Trimmed
154
reduced
Sold out
24
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
19%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
31%
Industrials
17%
Consumer Discretionary
16%
Health Care
12%
Financials
9%
Materials
8%
ETF / fund or unclassified
2%
Real Estate
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

417 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp.
COM
$437.7M2.51M
3.1%
−1.1%
Reduced · −27K sh
2Apple Inc.
COM
$414.1M1.63M
3.0%
−0.7%
Reduced · −12K sh
3Alphabet Inc.
COM
$303.2M1.05M
2.2%
−1.1%
Reduced · −12K sh
4Microsoft Corp.
COM
$236.2M638.1K
1.7%
−0.8%
Reduced · −5K sh
5Broadcom Inc
COM
$234.5M757.7K
1.7%
+3.6%
Added · +26K sh
6Costco Wholesale Corporation
COM
$215.3M216.0K
1.5%
−0.7%
Reduced · −1K sh
7Arista Networks Inc
COM
$212.8M1.73M
1.5%
−1.4%
Reduced · −25K sh
8Sterling Infrastructure Inc
COM
$202.5M497.1K
1.5%
+5.9%
Added · +28K sh
9The TJX Companies Inc.
COM
$192.3M1.20M
1.4%
−1.6%
Reduced · −19K sh
10Amazon.com, Inc.
COM
$188.1M903.1K
1.3%
−0.5%
Reduced · −4K sh
11Howmet Aerospace Inc
COM
$183.5M796.4K
1.3%
−1.2%
Reduced · −10K sh
12Eaton Corporation PLC
COM
$180.2M503.7K
1.3%
−0.9%
Reduced · −4K sh
13Meta Platforms Inc
COM
$173.9M303.9K
1.2%
−0.5%
Reduced · −2K sh
14GE Vernova Inc.
COM
$173.6M198.8K
1.2%
+3.7%
Added · +7K sh
15Visa Inc
COM
$169.9M562.1K
1.2%
−1.0%
Reduced · −6K sh
16Goldman Sachs Group, Inc.
COM
$160.2M189.4K
1.1%
−26%
Reduced · −67K sh
17Curtiss-Wright Corp.
COM
$155.2M227.8K
1.1%
−16%
Reduced · −42K sh
18Welltower Inc.
COM
$148.3M750.2K
1.1%
−0.4%
Reduced · −3K sh
19TKO Group Holdings Inc.
COM
$146.8M727.8K
1.1%
+33%
Added · +181K sh
20Intuitive Surgical Inc.
COM
$144.0M312.4K
1.0%
−0.7%
Reduced · −2K sh
21Parker-Hannifin Corp.
COM
$142.5M159.2K
1.0%
−15%
Reduced · −27K sh
22Modine Manufacturing Co.
COM
$141.0M650.7K
1.0%
+14%
Added · +82K sh
23O'Reilly Automotive Inc.
COM
$140.7M1.52M
1.0%
−0.8%
Reduced · −12K sh
24Martin Marietta Materials Inc
COM
$140.1M238.0K
1.0%
−0.7%
Reduced · −2K sh
25NVent Electric PLC
COM
$132.7M1.12M
1.0%
−3.0%
Reduced · −35K sh
26Williams Companies Inc. (The)
COM
$132.5M1.82M
0.9%
−1.4%
Reduced · −25K sh
27Ecolab Inc.
COM
$126.2M474.4K
0.9%
−1.6%
Reduced · −8K sh
28Amphenol Corporation
COM
$122.2M967.3K
0.9%
+0.5%
Added · +5K sh
29Moog Inc.
COM
$117.8M402.6K
0.8%
+9.9%
Added · +36K sh
30Primoris Services Corp.
COM
$117.0M818.1K
0.8%
+0.3%
Added · +3K sh
31InterDigital, Inc.
COM
$116.6M386.0K
0.8%
+9.9%
Added · +35K sh
32Rambus Inc.
COM
$109.8M1.28M
0.8%
−9.5%
Reduced · −135K sh
33ASML Holding N.V.
COM
$109.1M82.6K
0.8%
+539%
Added · +70K sh
34Novanta Inc
COM
$107.4M909.7K
0.8%
+49%
Added · +298K sh
35Hilton Worldwide Holdings Inc
COM
$107.2M352.6K
0.8%
New
New position
36Boot Barn Holdings Inc
COM
$105.0M717.6K
0.8%
+15%
Added · +95K sh
37Penumbra Inc.
COM
$104.2M317.3K
0.7%
−17%
Reduced · −65K sh
38Nova Ltd
COM
$104.1M239.7K
0.7%
−18%
Reduced · −52K sh
39Boston Scientific Corporation
COM
$102.3M1.63M
0.7%
−1.2%
Reduced · −20K sh
40UFP Technologies Inc.
COM
$101.3M523.4K
0.7%
+19%
Added · +82K sh
41Ligand Pharmaceuticals Incorporated
COM
$100.8M504.6K
0.7%
+5.1%
Added · +25K sh
42Uber Technologies Inc
COM
$100.5M1.40M
0.7%
−2.8%
Reduced · −40K sh
43Enpro Inc
COM
$99.9M398.4K
0.7%
+5.9%
Added · +22K sh
44Thermo Fisher Scientific Inc
COM
$98.4M200.3K
0.7%
−4.2%
Reduced · −9K sh
45Eli Lilly & Co.
COM
$95.8M104.1K
0.7%
+653%
Added · +90K sh
46Alnylam Pharmaceuticals Inc.
COM
$94.5M285.7K
0.7%
+6.1%
Added · +17K sh
47Repligen Corporation
COM
$94.0M797.9K
0.7%
+6.9%
Added · +52K sh
48Shopify Inc
COM
$93.9M792.0K
0.7%
−1.3%
Reduced · −10K sh
49IDEXX Laboratories Inc.
COM
$93.7M166.7K
0.7%
+8.3%
Added · +13K sh
50Quanta Services, Inc.
COM
$93.4M170.2K
0.7%
−4.2%
Reduced · −7K sh
Showing 50 of 417 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 14, 2026417$14.0B13F-HR
Q4 2025Dec 31, 2025Jan 9, 2026381$14.2B13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025392$15.0B13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025382$14.6B13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025365$13.4B13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025386$14.8B13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024357$14.7B13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024364$14.0B13F-HR
Q1 2024Mar 31, 2024Apr 11, 2024357$14.0B13F-HR
Q4 2023Dec 31, 2023Mar 4, 2024371$12.7B13F-HR
Q3 2023Sep 30, 2023Nov 1, 2023374$11.3B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023373$11.5B13F-HR
Q1 2023Mar 31, 2023Apr 21, 2023368$10.7B13F-HR
Q4 2022Dec 31, 2022Jan 18, 2023375$10.0B13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022365$9.3B13F-HR
Q2 2022Jun 30, 2022Aug 2, 2022366$10.4B13F-HR
Q1 2022Mar 31, 2022Apr 20, 2022361$11.8B13F-HR
Q4 2021Dec 31, 2021Jan 28, 2022366$13.1B13F-HR
Q3 2021Sep 30, 2021Nov 8, 2021357$12.8B13F-HR
Q2 2021Jun 30, 2021Aug 5, 2021362$12.0B13F-HR
Q1 2021Mar 31, 2021May 5, 2021355$11.1B13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021349$10.6B13F-HR
Q3 2020Sep 30, 2020Nov 3, 2020334$9.2B13F-HR
Q2 2020Jun 30, 2020Jul 23, 2020323$8.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.