StockDriftsStockDriftsTop 50 Congress Asset Management CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 3.24% | 2.63M | $525.8M | +4.70%(+117.92K) | $29.17(+674.95%) | 2026-06-30 | |
| AAPL | Apple Inc. | 2.87% | 1.61M | $465.8M | -1.33%(-21.74K) | $66.81(+357.10%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 2.24% | 1.02M | $364.6M | -3.26%(-34.36K) | $111.48(+209.21%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 1.87% | 815.3K | $304.1M | +27.77%(+177.22K) | $186.41(+160.75%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 1.72% | 738.3K | $278.9M | -2.56%(-19.43K) | $197.28(+99.59%) | 2026-06-30 | |
| V | Visa Inc | 1.4% | 663.5K | $227.6M | +18.04%(+101.43K) | $124.01(+191.86%) | 2026-06-30 | |
| GEV | GE Vernova Inc. | 1.39% | 192.7K | $226.4M | -3.09%(-6.15K) | $638.88(+69.19%) | 2026-06-30 | |
| APH | Amphenol Corporation | 1.32% | 1.22M | $215.3M | +26.21%(+253.53K) | $97.16(+73.15%) | 2026-06-30 | |
| LGND | Ligand Pharmaceuticals Incorporated | 1.28% | 659.9K | $208.6M | +30.77%(+155.27K) | $127.28(+131.45%) | 2026-06-30 | |
| ANET | Arista Networks Inc | 1.23% | 1.18M | $199.9M | -32.10%(-556.25K) | $44.64(+350.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.65% | +50.69% | +4.41% | +24.09% |
| Top 20 Holdings Unweighted | +13.68% | +46.91% | +4.80% | +26.42% |
Congress Asset Management CO reports $16.25B in US-listed equity holdings across 376 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.2%), AAPL (2.9%) and GOOGL (2.2%). The top 20 holdings account for 29.59% of reported assets. Its disclosed equity book has returned +50.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Congress Asset Management CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 897378). View Congress Asset Management CO’s 13F filings on SEC